Updated Articles

  1. Release 26.163 - June 25th, 2026

    New features  | Enhancements |  Resolutions Highlights New Features Enhancements New Down-Coding Report New Authorization Required Flag in Appointment Type Setup Recall Button Added to Patien...
  2. Release 26.151 - February 26, 2026

    New features  | Enhancements |  Resolutions Highlights New Features Enhancements New Company Setting to Display Insurance, Unsubmitted, and Do Not Bill Aging Balances in Patient Summary New Proced...
  3. Release 26.156 - April 23, 2026

    New features  | Enhancements |  Resolutions Highlights New Features Enhancements New MML Opt Out Column Display Setting Added to Appointment Report Patient Transaction History - New Print Comments Option...
  4. Release 26.160 - June 4th, 2026

    New features  | Enhancements |  Resolutions Highlights New Features Enhancements BETA: Modernized Patient Setup Screen Patient Appointments List Add a Reschedule Action New Company Setting: Authoriza...
  5. Down-Coding Report

  6. Down-Coding Report Advanced Search

    Selecting Advanced Search from the top-right of the report opens a flexible, query-style view that lets you group, filter, and drill into your down-coding data. Use the Hide Criteria / Show Criteria toggle to expand or collapse the search cr...
  7. 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. ...
  8. Down-Coding Report Summary Tab

    The Down-Coding Report opens on the Summary tab, which provides an at-a-glance dashboard of your down-coding activity for the selected time period. Use the date range selector at the top to change the reporting period, and use the Print or Ex...
  9. Accessing the Down-Coding Report

    Open the Reports  portal from the navigation menu. From the System Reports screen, locate the Billing section and select Down-Coding . The Down-Coding Report will open on the Summary tab by default, displaying data f...
  10. Overview of the Down-Coding Report

    The Down-Coding Report allows you to identify and analyze claims where the procedure code that was billed was adjusted to a lower-level (down-coded) procedure code by the payer. By surfacing these adjustments in aggregate, the report helps your pr...