Introduction to Practice Management
| 1 | Practice Management : Software Demonstration |  |
Account Setup
| 1 | How to setup your Practice | |
| 2 | How to Setup Legal Entity’s | |
| 3 | Set up a New Provider | |
| 4 | How to Setup a Service Location | |
| 5 | Add a Home Service Location | |
| 6 | How to Setup Fee Schedules | |
| 7 | How to Setup a Procedure Code | |
| 8 | How to do a Months End Close | |
Patient
| 1 | How to Enter Patient | |
| 2 | Deleting-Deactivating & Merging Patient Accounts | |
| 3 | Eligibility Verification | |
| 4 | Scan and Attach Documents | |
| 5 | How to Attach a Patient Insurance Card | |
| 6 | How to Enter Recalls and Alerts | |
| 7 | Add a Billing Alert | |
| 8 | Add a Guarantor to a Minor Patient | |
| 9 | Changing a Guarantor | |
| 10 | Overview of a Case | |
| 11 | Setup a Self Pay Case | |
| 12 | Switching Cases | |
| 13 | How to Change a Case | |
| 15 | Tracking Authorization | |
| 16 | How to Post a Patient Payment | |
| 17 | How to Review a Patient Ledger | |
Scheduler
| 1 | Scheduler Overview | |
| 2 | How to Schedule an Appointment | |
| 3 | Single Provider Block | |
| 4 | Double Booking Appointments | |
| 5 | Start a New Encounter For Scheduled Patients | |
| 6 | Start a New Encounter For Walk-in Patients | |
| 7 | Add New Schedule Status | |
| 8 | Generate Custom Letters From the Scheduler | |
Charges
| 1 | Billing One Minute Overview | |
| 2 | How to Enter Charges | |
| 3 | How to Batch Claims | |
| 4 | How to Print a Claim | |
| 5 | How to Correct and Re-bill Claims | |
| 6 | Re-bill Claims Through the Charge Master | |
| 7 | Void a Claim | |
| 8 | Manual Charge Entry: Copy Last Charge | |
| 9 | UB04 Charge Entry | |
| 10 | UB04 Patient & Case Setup | |
Insurance
| 1 | How to set up insurance | |
| 2 | Add an Insurance Plan | |
| 3 | Add Insurance From Patient Demographic | |
Payments
| 1 | How to Post an ERA Payment | |
| 2 | How to Post Payments Manually | |
| 3 | Manual Posting Denial | |
| 5 | Manually Post EOB and Write Off Balance | |
| 6 | Manual Posting Medicare Check with COB | |
| 7 | Search For & Edit a Payment | |
| 8 | How to do Mass Write Offs | |
| 9 | Bulk Reverse Payments | |
| 10 | Void a Payment | |
| 11 | Void a Refund Payment | |
| 12 | How to Add an Adjustment Reason Code | |
| 13 | Payment Details – Payment Posting and Deposits Report | |
Reports
| 1 | Generate Patient Statements | |
| 2 | Add Notes to a Patient Statement | |
| 3 | Statement Summary & Patient Balances Aging Report | |
| 4 | Daily Close Report | |
| 5 | Patient Details Report | |
Security
| 1 | Security Overview | |
| 2 | Manage User System Access – Remote Access | |
| 3 | Add a New User | |
| 4 | Add a User Permission | |
| 5 | Reset a User Password | |
| 6 | Remove and Deactivate a User | |