Processing Held Payments Found in the Transaction Module under the Month End Task icon, the Process Held Payments is a working report which can generate a list of patients with...
Continue Reading
STATEMENTS Statements should be generated at least once a month for your practice. Statements can be sent via paper or email (Providing the Account is set to email statements). You...
Continue Reading
PRODUCER PRODUCTION ANALYSIS REPORT The Icon for Producer Analysis Report accesses the Producer analysis and the Payment Analysis. When running the Producer Analysis, you have to option to Include the...
Continue Reading
Month End Report: This report is under the Billings tab. Run it at the end of the calendar month. All production and collections for each day worked are on this...
Continue Reading
Day End Procedures End of Day Reporting At the end of each day it is recommended to run the Bank Deposit and Day End Report. These reports are located in...
Continue Reading
Day End Report: This report is under the Billings tab. Run this report at the end of each business day. All production and collections for the day are on this...
Continue Reading
Daily Trial Bank Deposit: Used to verify payment entries and balance to the bank deposit (cash and cheques) plus POS-‐‐ Point of Sale record (debit and credit cards). It is...
Continue Reading
Description Following up on claims is an important weekly task. The Insurance Outstanding report will help you find Unpaid , Partially Paid and Unbilled claims. Note that Unbilled Claims are identified...
Continue Reading
Description The steps below will help you verify your appointments for the day. This report is a fantastic way of double checking your work for the day, ensuring all appointments...
Continue Reading
Description This article will guide you through updating planned treatments to the currently used fee guide. Typically this done each year after fee updates. Step-by-Step Visit the Transactions module Click on the Calendar...
Continue Reading
