Recent Updates

  • Updated on: Dec 07, 2022

    ICD Master Report

    A report showing all ICD codes in the database for a specified year or all years combined.

    Manual Practice Management User Manual
    ICD ICD Code ICD Report Reports Reports menu

  • Updated on: Dec 07, 2022

    HCPCS Master Report

    A report showing all HCPCS codes in the database for a specified year or all years combined.

    Manual Practice Management User Manual
    HCPCS HCPCS Master Report HCPCS Report Reports Reports menu

  • Updated on: Dec 07, 2022

    CPT® Master Report

    A report showing all CPT codes added to the database for a specified year or all years combined.

    Manual Practice Management User Manual
    cpt cpt codes CPT report Reports Reports menu CPT®

  • Updated on: Dec 07, 2022

    Accessing the Report List

    Billing menu -> Reports

    Manual Practice Management User Manual
    Access Reports Master Reports Report List reporting Reports

  • Updated on: Dec 07, 2022

    Create Manually Posted Insurance Payment

    Access from the main menu ->  Billing -> Post Insurance Payments

    Manual Practice Management User Manual
    Apply Insurance Payment Apply Payments Create Insurance Payment Insurance Payments Patient Payments Payments Post Insurance Payments Post Payments Post Remits Remit Posting

  • Updated on: Dec 07, 2022

    Introduction to Insurance Payment Posting

    Manual Practice Management User Manual
    Apply Insurance Payment Apply Insurance Payment to Patient Account Create/Load Payment Post Insurance Payments Post Payment Post Remits Remit Posting Remits Zero Insurance Payment Zero payment

  • Updated on: Dec 07, 2022

    All Tab

    The All Tab lists all claims that have been created within the selected Date of Service range, listing the Status of each claim.  

    Manual Practice Management User Manual
    All Claims All Tab Claims Claims Manager Claims on Hold Claims Pending Scrub Claims Submitted Submitted Claims

  • Updated on: Dec 07, 2022

    Secondary Claims

    When posting a primary insurance payment to a patient visit/claim that has a secondary insurance policy set up in Insurance Demographics, the Next Action will default to File Secondary-Paper.

    Secondary claims will automatically be moved to the On Hold section in the Claims Manager once the primary insurance payment is applied to the visit and File Secondary-paper is selected for the Next Action.

    Manual Practice Management User Manual
    Claims new in 2010.3 Process Secondary Insurance Secondary Claims Secondary Paper Claims Supplemental Insurance

  • Updated on: Dec 07, 2022

    Omit a paid charge when refiling from Insurance Payment Posting

    Omit a paid procedure from a claim when resubmitting unpaid charges to insurance.

    Billing -> Post Insurance Payments

    Manual Practice Management User Manual
    Appeal a Claim Corrected Claim new in 2010.3 Non-payable procedure Omit Omit Charge Paid Procedure Partial Paid Visit Refile a Claim

  • Updated on: Dec 07, 2022

    Rebuild and Resubmit rejected file

    Rebuild an entire claim file or multiple claims at one time to resubmit to payers.

    Manual Practice Management User Manual
    Rebuild Claim Rebuild Entire File Rebuild Selected Claims Refile Claims Refile Multiple Claims Select Multiple Claims to Refile Rejected file