Updated Articles

  1. Setup a New Intelligent Intake Form

    Follow these steps to setup a new Intelligent Intake form: Create a new Intelligent Intake form. Click on the Demographics  section tab. Select the Yes  option to request patient demographics for this intake form. Check the Auto Merge...
  2. Create a New Intake Form

    To create a new Intake form that can be assigned to patients and appointments, follow the steps below: Navigate to the Setup portal. Select Intelligent Intake from the list of setup screens. By default, the work area on the right wil...
  3. Access the Intelligent Intake Form Setup Screen

    Follow these steps to access the Intelligent Intake Setup screen and create a new or modify an existing intake form: Click on the Setup  portal. Under the MML Setup section, select the  Intake Setup option. The screen will load ready t...
  4. Patient Cost Estimator

  5. Auto Generate Self-Pay Estimates Workflow

    Auto Generate Self-Pay Cost Estimates Workflow The auto generate self-pay patient cost estimates will allow practice to take advantage of the automated process to generate estimates for the scheduled appointments for their self-pay patients. In o...
  6. CoverMyMeds ePA Filtering

    Filtering options for working your CoverMyMeds ePA requests: We have added new advanced filtering capabilities to compliment practice workflows when using CoverMyMeds for ePA processing. This new functionality includes moving expired, cancelled, ...
  7. Patient Cost Estimator Screen

    The Patient Cost Estimator is accessible from: iScheduler Select patient in search tool, select index card drop down on Patient Right click on appointment Patient Setup under More Claim  window Dropdown on Patient, se...
  8. Patient Cost Estimator Overview

    The Patient Cost Estimator feature allows practices to generate Good Faith Estimates for patients. However it does not end there, the Patient Cost Estimator also allows practices to provide insured patients with an out of pocket cost estimate fo...
  9. Patient Cost Estimator Insurance Workflow

    Insurance Workflow 1.  Payer, Provider and Service Location are required fields and must be entered to proceed with Cost Estimator .  Type into the field and select Search or select Search first to view a complete list, then select. ...
  10. Company Setting: Allow auto posting of prepayments for selected receipts

    The setting is used to automatically apply payments when a receipt is tied to an appointment and linked to a claim. When set, Company Setting: A llow auto posting of prepayments for selected receipts allows the system to auto post the receipt to ...