Updated Articles

  1. Claim Submission Report - Advanced Search Tab

    The Claim Submission Report can be found in the Reports portal under the Billing category on the navigation bar. The Advanced Search tab of this report can be found on the right upper corner of the report. The Advanced Search tab allows a user ...
  2. Billing Reports

    Aging Analysis : This report is used to view outstanding aged receivables grouped by a desired category. Bypass Claim: This report is used to identify claims where the custom procedure code validation rules have been bypassed. ...
  3. Claim Submission Report - Summary Tab

    The Claim Submission 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 Submission Summary tab. The date parameter on the Submission Summa...
  4. Overview of the Claim Submission Report

    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...
  5. Accessing the Claim Submission Report

    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. ...
  6. How to Generate/Use the Support Pin

    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...
  7. Prescriptions

  8. Electronically Sent Prescriptions

    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...
  9. Company Setting: Send Patient Notification on Approved Cost Estimate

    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...
  10. Company Setting: Patient Cost Estimator - Print Font

    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...