Updated Articles

  1. Monthly Financial Report - Summary Tab

    The Monthly Financial Report can be found in the Reports portal under the Billing category on the navigation bar. This report by default will open with this month's total in the Monthly Summary tab. The date parameter on the Monthly Summary ta...
  2. Accessing the Monthly Financial Report

    Open the Reports Portal in the lower left corner. On the left-hand side of the navigation pane, choose the Monthly Financial Report from the Billing section. ...
  3. Text to Pay (Claim Entry Screen)

    The text to pay request can be sent utilizing the Claim Entry screen. When sending a text to pay request from the Claim Entry screen the amount will be populated based on the claim balance. Follow the below step by step instructions on how to do t...
  4. Text to Pay (Patient Setup Screen)

    The text to pay request can be sent utilizing the Patient Setup screen. When sending a text to pay request from the Patient Setup screen the amount will be populated based on the patient balance. Follow the below step by step instructions on how t...
  5. Text to Pay Overview

    The Text to Pay feature is intended to aid practices in patient payment collection, by allowing users to send a payment request text link to the patient. This can be done for the collection of a co-pay or patient outstanding balance.   The Text t...
  6. Dashboard Features and Updates

    As part of our ongoing efforts to enhance this new feature, this article outlines the details of the improvements and issue resolutions that users can expect. Below is a list of enhancements (User Stories) and issues (Bugs) that are currently in p...
  7. Release 24.117 - September 5th, 2024

    New Features and Updates Setup Payers U16842 - Update To The CARC Code Export Report: Updated the existing CARC Code Export Report to include the following 4 new fields: ERA Status Claim Status Claim Level P...
  8. Beta Client Feedback Enhancements Completed

    We are very grateful for our Beta clients who partnered with us to evaluate and improve this new module! On behalf of the OfficeEMR team, thank you for spending your time evaluating this new feature and providing feedback to enhance this functionali...
  9. Batch Prescription Functionality

    This functionality requires use of the Prescription Queue. Introducing a streamlined solution to expedite Electronic Prescriptions for Controlled Substances (EPCS) within OfficeEMR. Addressing the time-consuming nature of meeting DEA require...
  10. Prescription Queue