Accounting

Training Videos

• Video - Accounting Reports and End of Day Checklist
• Video - Breaking Down An Invoice
• Video - Collections & NSF
• Video - Create an Invoice Within an Encounter
• Video - Creatie an Invoice Manually

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Accounting Reports

• Aging Report for 10/8/2019 and 2/10/2020
• Create List of Pending Invoices
• Discount Reports
• Resolve Unassigned Items Report
• Using the Unassigned Items Report to Correct Unassigned Service Charges

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Adjustments and Corrections

• Assign Charges to Insurance from a Paid Patient Invoice
• Can I undo a voided invoice?
• Remove an Incorrect Transfer or Write Off
• Removing an item from an invoice displays a paid invoice message.
• Why do I have multiple patient invoices when I'm transferring from insurance?

Credits, Refunds, and Returns

• Apply Patient's Credit Balance To An Invoice
• Enter Returned or NSF Check
• Granted Credits and Refunds: Effect on Receipts and Deposits Report
• How can I find a report of patients with a credit balance?
• Process Return for Paid Items

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Invoice Features

• Change Invoice Status
• Change Invoice Status from Paid to Active
• Create Guest Invoice
• Find Guest Invoices
• How do I add a diagnosis to a specific item on an invoice?

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Invoices and Fees

• Add a Modifier to a CPT Service Code
• Add CPT Codes
• Facility Type for Telehealth Visit

Patient Statements

• Assign Guarantor
• Custom Invoice and Statement Message
• Patient Statement Envelope
• Print Multiple Patients' Statements
• Print Statement for One Patient

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Payments

• Apply Payment Button is Inactive
• Canada - Auto Posting
• Enter Pre-payment
• Error Message: Springform Error
• FSA/HSA Benefit Card AFTER Payment Received

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