Practice Management
Controlling Data Entry
Last Updated: February 26, 2021The main problem in any data-driven system is the entry of bad information or the lack of entry of good required information. To this end, you have available three utilities that allow the user to implement logic rules to request missing data and/or alert when entered data may be malformed. The resulting alert may be...
Custom Field Definitions
Last Updated: February 26, 2021Sometimes the data fields presented as defaults in the various tables are not enough for a specific task. We allow you the ability to add your own custom fields to many tables through a utility. These custom fields can be used in queries, however, they are not available for use by the rules engine. Example...
Warnings and Error Messages
Last Updated: February 26, 2021At times you will get indications that there is a problem with the information that was entered or received. There are two types of messages: Warnings and Errors. Warnings are alerts that some rule has been violated, but the user can continue at their discretion. Errors are alerts that the violated rule MUST be addressed...
Quick Search
Last Updated: February 26, 2021Introduction Applies to any table Id () or ellipses () fields on a form Activated by placing focus (cursor) in the desired entry field, typing search content, and pausing: Matching results are displayed in a dropdown grid: Matching results can be navigated by using the mouse or up/down arrow keys Use mouse click or “Enter”...
ERA Processing
Last Updated: February 26, 2021ERA processing starts with the Electronic Remittance Advice (ERA) form. Actions – “Check Responses” then “Process Batch” Revised Electronic Remittance Advice Processing (ERAP) form which includes a “Payment Information” section for entry/modification of all payment entry (PE) header data: ERAP opens in “Proof” mode with ERA and Payment Information defaulted based on the ERA data...
Quick Claim
Last Updated: February 26, 2021Right-clicking on insurance detail in Charge Entry (CE), Payment Entry (PE), or ERA Processing (ERAP) Select option to create a “Quick Claim” The claim form must be set to “Paper” for the option to be available If the “Quick Claim” option is selected then the “Quick Claim” window will open containing a preview of the...
Charge/Payment Void
Last Updated: February 26, 2021Once entered a charge or payment transaction can no longer be “deleted”; it can only be “Voided”. There are several advantages to this change: Charge and Payment history never goes away When voiding a transaction a reason must be entered The system tracks the user, date, and time of the void and properly accounts for ...
No Output on Report Preview
Last Updated: February 3, 2021You request a report, for example, a Procedure Analysis Report as shown below. You click on the Preview button and get the following… No Output. Click the Print Setup button on the top left of the menu bar. If the Print Range is NOT set to All, check that box then click OK. Click Close...
No Place of Service (POS) on new Charges
Last Updated: February 3, 2021You create a new charge record and get the following for any procedure code: You would need to click in the POS box to get a dropdown of valid choices. This occurs because in the Facilities Type, under Facilities, you did not select a Default Value if you have more than one choice. Checking the...
To Do [TD] Workflow
Last Updated: April 27, 2022The interface below is available for the assignment of office tasks to be completed by dates. The different sections are populated from other screens, primarily the Registration and Charges interfaces. The Follow-Up Actions section is populated from the [RI] by clicking on from the General Tab. The Charge Notes/Activities section and the Appeals section are...
Protected: Technical Documentation for Data transfer from clinic to PMS Dashboard
Last Updated: April 7, 2023There is no excerpt because this is a protected post.