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Patient Outreach Overview
Patient Outreach Hub Patient Outreach serves as a hub that provides access to Appointment Reminders, Recall Reminders, and Balance Notifications. (Scheduling > Patient Outreach button) Appointment Reminders (Premium Add-On) Set up and manage SMS, ...
Appointment/Recall Reminder Sets
Appointment/Recall Reminder Sets (4.8) This is a Premium Add-On feature. Contact your Account Manager for more information. Before creating the Appointment Reminder Set or a Recall Set, create the basic Reminder texts, emails, and/or voice message ...
Print Labels/Mail Merge
Print Labels/Mail Merge Print Labels/Mail Merge Pull Data to Print a Label Labels cannot be directly run in the System. However, you can use one of the following reports to create a list to export for use in Microsoft Excel to create labels. There ...
Pair your Device and Process a Credit Card Test Payment (Nexio)
Pair your Device and Process a Credit Card Test Payment (Nexio) This workflow only applies if you are using Nexio as your Merchant Services provider. Virtual Credit Card Device If you do not have a physical card reader, the Credit Card Processing ...
Credit Card Services Overview
This feature is only available for clients that have System merchant service integration in place. Credit Cards can be used for Patient Payments and Insurance Payments. Credit Card Setup System Setting for Electronic Processing Checkbox If you are ...

Popular Articles
Release Notes v 4.8
Release Notes v4.8 Charge Management Rule Actions Charge Management (CM) is a very popular System feature used to flag Encounters that need to be reviewed and/or edited before Claims are submitted. A frequent request has been to add functionality to ...
Release Notes v 4.7
Release Notes v4.7 Fee and RVU Schedules Fee and RVU Schedules are now being stored in the Fee/RVU Management module (formerly Allowed Fee Schedules). The Charge Fee Schedule and Allowed Fee Schedule buttons no longer exist. This area will serve as a ...
Accurate Demographic Conversion
One of the keys to a successful demographic data conversion is an accuracy review. Review at least 20-30 patients using the checklist below. This is a time sensitive process, so complete your review within 24 hours of conversion. You will use the ...
Notify the Insurance when Attaching or Sending Paperwork
You may send this with the first claim or you may resubmit the claim with this option. Indicate on the electronic claim that an attachment is being sent, such as an Operative Note via fax, email, or mail. Encounter Dashboard Charge Panel From the ...
General Navigation Overview
Primary Menus This section gives an overview of navigating the System. First time users should use this section in coordination with their training. New Employees can use these topics to familiarize themselves with the System. Getting a good ...

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