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The " Patient Cost Estimator - Insurance - Disclaimer Displayed on Printed Estimate " company setting allows a practice to configure the disclaimer for Cost Estimates to automatically detect when the patient is insured (not self-pay) a...
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The " Patient Cost Estimator - Self Pay - Disclaimer Displayed on Printed Estimate " company setting allows a practice to configure the disclaimer for Cost Estimates to automatically detect when the patient is not insured (self-pay) an...
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The Claim Account Query screen can be found in the Billing portal under the Insurance category on the navigation bar. This screen will display patient account details of the patients populated from the search. The Claim Account Query screen is...
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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 managi...
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Notes let you keep the clinical context with each problem. You can add a note with rich text formatting when you create or edit a problem, review a problem's earlier notes, and copy a previous note forward so you don't have to retype it. Depending o...
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Authorization Auto Link Logic When Authorization auto link is enabled, OfficeEMR automatically links an existing authorization to an appointment or claim based on the logic below. See Authorization Setup . An authorization must be Active to be e...
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Authorization Setup controls how OfficeEMR validates, warns on, and calculates insurance authorizations across appointments, claims, and the patient chart. These settings determine whether an authorization is required before a visit is scheduled, ...
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Last Updated: 08/28/2026
in Using iSalus Billing Insurance