Eligibility Verification

1. Choose the Scheduler from the Main Menu. 2. Move the mouse over the appointment whose eligibility is to be checked to open small pop up window. 3. From the Pop up window click the EA link to check the Eligibility. 4. The Eligibility screen will appear as shown below. 5. Choose the correct Patient […]

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Recall Report

1. Select the Report Central from the Main Menu. 2. Click on the New Recall Report which opens up the Recall Report page. a. Enter the Due Date Range for which report is to be generated or select the date range from the Calculate Date box.  b. Choose the Reminder Status from the box.  c. […]

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Generate Custom letters from Patient Search Screen

From the main menu click on Patient 1. On the Patient Search screen, enter the first three letters of the Last Name/ First Name in the box provided. A list of patients fulfilling the search criteria will be displayed. 2.  Select the patient from the list by clicking on the radio button next to the […]

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Block Holidays

From the main menu click on to Setup and click on Practice 1. Under Practice Information page, click on Setup Break/Holidays. 2. On the Proceeding “Break Display page” window, click on the icon. 3. From the list, select the Legal entity for which this holiday is applicable to 4. Select the Break Type as Holiday […]

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Block Recurring Times

To Block a Legal Entity for recurring times From the main menu expand Setup and then click on Practice 1. On the Practice Information screen click on Setup Break/Holidays 2. On the proceeding Break Display Page click on the icon 3. Select the Legal Entity for which this break is applicable to 4. Select the […]

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Block a Provider for Recurring Times

From the main menu click on Setup and then click on Provider Off-Time 1. From Edit Off Time screen click on the icon 2. From the list select OFF TIME as the Off-Time Type. 3. Select the Provider from the list 4. Select the Start Date and End Date for the Off-Time. 5. Enter the […]

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Block Lunch Time

From main menu click on Setup and click on Practice 1. Under Practice Information window click on Setup Break/Holidays 2. Click on the icon 3. Select the Legal Entity from the list for which this lunch time is applicable to 4. Select Break Type as Break 5. Enter a brief description for the break. 6. […]

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Review Insurance Balance, Patient Balance & On Account from Scheduler

The Balances and On Account ( Unapplied Payments) can be reviewed while scheduling a patient, or opening up an existing appointment. a. The Billing information section on the patient’s appointment displays the Insurance, Patient Balances  & the On-Account  totals for the patient. b. Clicking on the On-Account  link lists the On-Account payments for the patient. […]

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Collect Patient Payments and Print Receipt

Click on Scheduler from the main menu 1. From the scheduler screen move the cursor to name of the patient. On the box that pops up click on Payment 2. Select Payment Type as SELF PAY 3. By default the Payment Date is set to the current date which can be changed to reflect the […]

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Collect Copay and Print Receipt

Click on Scheduler from the main menu 1. From the scheduler screen move the cursor to name of the patient. On the box that pops up click on Payment 2. By default the Payment Date is set to the current date which can be changed to reflect the date that you actually received the payment. […]

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