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The Claim Submission Report can be used to view claims submitted to insurance within a selected date range, grouped by desired categories such as submission date, submission user, financial class, provider, or service location. The report includes...
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Open the Reports Portal in the lower left corner. On the left-hand side of the navigation pane, choose the Claim Sub Report from the Billing section. ...
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Last Updated: 10/16/2025
in FAQs & Troubleshooting
When contacting support to create a ticket via phone or email, you will be required to provide a 6-digit PIN to validate your identity during the Support process. This user-level Support PIN is generated within the application and is good for 24...
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New Report available in the upcoming 25.141 Release (October 2025) Overview The Electronically Sent Prescriptions Report provides practices with a detailed listing of prescriptions that were successfully sent electronically within a specif...
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The " Send Patient Notification on Approved Cost Estimate " company setting allows a practice to notify the patient when the practice has approved a patient cost estimate. When set, it will send an MML message informing the patient that a new...
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The " Patient Cost Estimator - Print Font " company setting allows a practice to toggle between the normal (default) font and a larger font within the printed cost estimates. This will allow the printed patient cost estimate font to be increased...
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Last Updated: 10/03/2025
in Release Notes
New features | Enhancements | Resolutions
Highlights
New Features
Enhancements
New Public Health Case Reporting Dashboard New Patient Expired Credit Cards View New Text to Pay Links Reports Sa...
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Beta Feature: Want early access? Reach our to your CSM or create a support case request Beta access Patient Demographics within Patient Setup Screen Overview The Patient Demographics modernization provides a redesigned experience for mana...