Lookups Lookups are used to populate the different drop-down options in the software. There are two types of Lookups- Common Lookups and Billing Lookups. Although lookup values are added and updated in the same way, some lookup values have special features added to support the related modules. Adding a Lookup Value Select the item on the […]
Category: Setup & Advanced Setup
Setup ePayments
ePayments In the Practice Management System, ePayments are managed through Payment Data Systems. To enroll, follow the steps outlined below using the in-app banner ad. How to Enroll 1. A banner will appear at the bottom of the home page, as shown in Image 1. It remains visible until the practice completes enrollment for ePayments. […]
Work Queue Assignments
Work Queue Assignments A user-driven tasking feature is introduced for the revenue cycle management system. The configuration allows the creation of similar functional user groups (known as “teams”) and the setting up of predefined workflow assignments that would essentially drive the provisioning and allocation of a user’s daily tasks and user worklists. The benefits of […]
Referring Provider Master
Significance The referring provider details are important in billing, and hence it is important to maintain an inventory of referring providers. The Ref. Provider Master Screen is where you can add new referring providers and edit existing referring provider info. The NPI Registry link next to the NPI field allows users to view provider details […]
Collection Manager
About Collection Manager Collection Manager is an interface provided by our Practice Management software to enable easy and consistent follow-up on accounts receivable. It helps the Accounts Receivable follow up on a claim at regular intervals until the claim is closed. Thus, the Provider Collection increases while reducing provider expenditure on claim processing. Key Points […]
Setup Secondary ID for Providers
Provider Secondary ID Secondary IDs are specific to insurance payers. Some payers require providers’ secondary IDs to be included on claims along with their NPIs. Setup Secondary ID The provider’s secondary ID is set up from the Provider Set Up screen. Go to Setup from the main menu and choose Provider. Select the required provider […]
Change EDI Sender/Receiver Configuration
How to Change EDI Sender/Receiver Configuration 1. Go to Advanced Setup -> Billing Options. 2. Click on Configure beside the EMC Receiver in the Batch Grouping Rule section which will open the Claims Receiver List window. 3. Click on the button of the clearinghouse which you want to edit. This will bring up the EDI […]