Updated Articles

  1. Release 25.127 - January 23rd, 2025 New

    Executive Summary Company Settings New Setting to Default The Cost Estimator Coverage Categories Release Note  ...
  2. Payment Plan Guides

  3. Patient Cost Estimator Setup

  4. Patient Cost Estimator Setup

    Below you will find an explanation for each company setting and rule along with the default values that are applied. These settings and rules will affect exactly how estimates are created. As a practice, you will be responsible for updatin...
  5. Payment Plan Setup

  6. Payment Plan Setup

    Below you will find an explanation for each company setting along with the default values that are applied. These settings and rules will affect how payment plans are handled in your database.  As a practice, you will be responsible for updating t...
  7. Dialysis Survey Report

  8. Introduction to the Dialysis Survey Report

    Beta through February 2025 The dialysis survey report provides a list of patients who meet filter options set for appointment date range and designated problem list items. Patients meeting the filter criteria are returned in a the Diabetic Survey ...
  9. Dialysis Survey Report Details

    Medication Details - Understanding How Medication Queries Work in the Report: The dialysis survey report searches for specific medications in a patient's prescription records using predefined drug names. These names often include wildcard characte...
  10. Running the Dialysis Survey Report

    Running the Dialysis Survey Report requires carefully considering the filter options to produce the level of detail you need the report to contain. If you need to learn how to add this new report to your Connect Report menu then go to this Add a ...