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ADMINISTRATIVE PREFERENCES
Managing Users
Managing Providers
Managing Multiple Offices
Managing Patient Alerts and Notes
Changing Backup Location
Changing Kiosk Default Password
Changing Default Billing Settings
Changing Text Position on Printed Claim Forms
Managing Inventory of Products
Customizing Scheduler Window
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CUSTOMIZING EHR
Adding and Editing Diagnoses
Adding and Editing Treatments
Linking Treatments to Objective Findings
Creating Treatment Macros
Adding and Editing EHR Terms or Phrases
Managing Contracted Fees for Services
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MANAGING PATIENT ACCOUNTS
Creating a New Patient Account
Managing Insurance Company Information
Recording Insurance Benefits
Managing Paper Documents and Image Files
MANAGING EHR
Managing EHR Status Window
Recording Subjective EHR Information
Recording Objective EHR Information
Recording Assessment EHR Information
Recording Plan EHR Information
Recording Patient Medical History
Managing Exams
Managing Patient Sign-In/Intake Kiosk
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PATIENT BILLING
Layout and Functions of the Patient Billing Window
Applying Charges to the Patient or Insurance Balances
Managing Billing Comments
Managing Patient Payments, Credits and Write-Offs
Managing Charges and Billing Adjustments
Printing Receipts, Addresses, and HCFA Superbills
Managing Walk-In Purchases
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INSURANCE BILLING
General Functions and Layout of the Claims Submission Tab
Submitting Electronic Claims
Submitting Paper Claims
Searching and Sorting Claims
Resubmitting Claims
Correcting Claim Information
Printing Insurance Aging Reports
Adding Paper EOBs
Importing Electronic ERAs
Deleting an Entered Insurance Remittance Advice
Posting Claim Payments, Write-Offs, and Patient Charges
Managing Claims Processed in Error
Modifying Insurance Transactions and Billing Codes
Finding a Patients Billing Account
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MANAGING APPOINTMENTS
Layout of the Appointment Scheduler
Functions of the Appointment Scheduler
Managing Acuity Online Account
Appointments Reminders
MARKETING
Functions of Marketing Window
OFFICE REPORTS
Managing the Day Sheets
Managing the Patient Ledger
Managing Patient Accounts Receivables
Managing Office Reports
MANAGING DATA RECORDS
Exporting Files
Restoring Files
TROUBLESHOOTING
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