Course curriculum

  1. 1

    • Require at Least One Note per Visit

    • Plan of Care Payer Rules and Alerts

    • Exclude Codes From Max Units per Visit Rule
  2. 2

    • Adjustments Reports Updates

    • AR Report Option Updates

    • Filter for a Specific Check Number or Amount
  3. 3

    • Create a Patient

    • Add Insurance to Patient's Details

    • Create a Case

    • Add Insurance to a Case

    • Add Referring Providers

    • Add Scripts and Auths

    • Add Other Contacts

    • Add Doctor's Visits

    • Add Financial Hardship Agreements
  4. 4

    • Use Internal Reference Notes on Inventory Items

    • Customize Email Statements

    • View Upcoming Birthdays

    • Bulk Save EOBs

    • ERA Modal "Sort By" Option

    • Access Billing Module from Patient Billing Tab

    • Set User Profile Preferences and Sign Out