Interest Charges Found in the Transaction Module under the Month End Task icon, the charge interest options allows you to manually trigger the software to charge interest on overdue balances....
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
The account you are transferring the credit to must have an owing balance. If they do not have an owing balance, you will need to place a patient note reminding...
Continue Reading
Description This article will guide you through reversing part or all of a bulk insurance cheque. Step-by-Step Open patient in Transactions. Click on Bulk Ins tab. This area will usually...
Continue Reading
Description This article will guide you through updating planned treatments to the currently used fee guide if you are using version 5.1 and below. Typically this is done each year...
Continue Reading
Download & Print Transfer Code Description Patient Insurance Affect Today's Deposit TB Transfer Balance Owing Transfers the balance owing from the patient side of the ledger to the insurance side....
Continue Reading
Description A Payment Reversal is used when a payment is entered incorrectly (i.e.: the wrong amount is entered, the payment is entered on the wrong account, or the cheque should...
Continue Reading
Description A Collection Agency Write Off is used when an account is not collectible, and you want to send it to collections. This adjustment WILL decrease the balance on the...
Continue Reading
Description A Fee Discount is used when a treatment is to be discounted. When this adjustment is done it will print on the receipt as “Courtesy Discount” allowing the patient...
Continue Reading
Description A Fee Posting Error is used when a treatment has been posted incorrectly OR posted to the wrong patient/account OR to the wrong producer and it cannot be deleted....
Continue Reading
