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

• Articles coming soon