Users can choose to automate many insurance processes by navigating to Settings - Account Settings - Practice Settings - Insurance. Auto File Claims: when enabled claims will be submitted automatically once all necessary items are complete (note, ...
You can now enable Auto-Update Patient Responsibility within your Practice Settings to have the system automatically adjust the amount listed as the copay for the clients’ appointments based on the patient responsibility indicated on the ERA ...
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 ...