Step 1: Navigate to the client’s Claim Center tab in their chart. Then, select Add Insurance Plan. Step 2: Once you have added all of the necessary insurance information, check off Secondary and then, select Add Insurance Plan. The letter 'S' will ...
In order to refund a credit card charge, you will want to navigate to the Billing tab within the menu bar or within the specific client's profile. If searching for the transaction within the main Billing tab, you'll first want to enter the date range ...
Thank you for choosing to work with us! You should have just received an invitation to enroll in our client portal system (My Best Practice). Once you’ve enrolled, you will need you to enter your payment information and complete all consent forms ...
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 ...
Step 1: Click on the Settings dropdown and select "Document Center" Step 2: Open the "Shared Practice Documents" drive Step 3: You can either Drag & Drop the folder(s)/file(s) into the top field -- OR -- press the click here button to browse your ...