Financials
General
- Audit Logs
- Estimate Calculations by Frequency and Treatment Area
- Generating a day sheet without the previous month, MTD, and YTD totals
- Insurance Payment Tables and Estimates
- Updating Payment Tables While Entering Claim Payments
Claims
- Creating secondary claims manually
- Customizing the sent claims list view
- Best practices for claim submissions
- Processing dismissed claims
- Removing claim attachments
Ledger
- Requiring reasons for correcting or deleting transactions
- Tagging adjustments
- Applying updated insurance estimates to unpaid procedures
- Customizing transaction types
- Unlocking individual transactions
Insurance
- Changing the Coordination Order of a Patient’s Insurance Plans
- Updating Location ID for Claims
- Fee schedules - Unlinking, Procedure Search and Inactive Filter
- Setting up predetermination configuration
- Creating a Coverage Table for Fixed Copays
Payments
Payment Plans
- Understanding payment plan calculations
- Viewing payment plans
- Printing payment plans
- Deleting payment plans
- Creating payment plans