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Below you will find an explanation for each company setting and rule along with the default values that are applied. These settings and rules will affect exactly how estimates are created.
As a practice, you will be responsible for updatin...
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Below you will find an explanation for each company setting along with the default values that are applied. These settings and rules will affect how payment plans are handled in your database. As a practice, you will be responsible for updating t...
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Beta through February 2025 The dialysis survey report provides a list of patients who meet filter options set for appointment date range and designated problem list items. Patients meeting the filter criteria are returned in a the Diabetic Survey ...
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Medication Details - Understanding How Medication Queries Work in the Report: The dialysis survey report searches for specific medications in a patient's prescription records using predefined drug names. These names often include wildcard characte...
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Running the Dialysis Survey Report requires carefully considering the filter options to produce the level of detail you need the report to contain. If you need to learn how to add this new report to your Connect Report menu then go to this Add a ...
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Last Updated: 01/09/2025
in Release Notes
Executive Summary Payment Plans New Payment Plan Feature & Configuration
Release Note | Feature Documentation | Setup Documentation ...
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Once you have set up a payment plan, you may find that some edits or updates need to be made to the existing plan. There are various actions you can perform on the existing payment plans from the Payment Plan Details Screen .
Payment Plan...
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The Payment Plan Window allows users to create a new payment plan in the application allowing patients to pay high balances over time. Creating a New Payment Plan
To create a new payment plan, a user will navigate to the Payment Plan wi...