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The Monthly Financial Report can be used to provide financial data for close-of-month reporting. The report includes a summary tab with a summary of the monthly numbers that include; Claims Created, Claims Submitted, Insurance Payments, Patient Pa...
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After drilling into the Monthly Financial Report , you will see the Monthly Financial Detail Report with the appropriate detail based on your selection. At this point, users have several options under actions on each line: Open the Claim : ...
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After running the report, results will now be displayed based on the group, and sub-group selected. To drill into the details of any grouping or cross-section, merely click the group value or the number value. This will bring up the Monthly Fi...
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The Monthly Financial 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...
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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...
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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. ...
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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...
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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...
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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...