Within the CPT code settings, you can now indicate whether you want the system to prevent the creation of a claim encounter for any appointment with that code pulled through. Step 1: Navigate to Account Settings - Codes & Metrics. Step 2: Select Add ...
Step 1: Navigate to the clients chart and select the claim center tab. Step 2: Select Actions->Update Insurance Plan. Then, change the plan's effective date back to the date you want claims to start generating.
STEP 1: Adding providers to the Claims Center Navigate to Settings from the main menu then click Claims Center. Go to Providers & Payers tab and click on the Add Provider and/or Create Organization button(s). Add Provider - A pop-up box will then ...
Basic Functions - Enables the portal user to access the overall portal settings, ability to view the "Client Portal Banner Message" from the practice and/or the specific professional, view the "Upcoming Appointment" banner, and interact with the ...
When you are booking an appointment for a couple, you'll want to create two separate client profiles for each member of the couple. This will allow them to receive private communication without the other having access, if applicable. When scheduling ...