Accounting
Training Videos
- Video - Accounting Dashboards and Invoices
- Video - Apply Granted Credit
- Video - Apply In Full
- Video - Billing DME Glasses
- Video - Breaking Down an Invoice
Accounting Reports
- Accounting Reports - Explanation of Standard Reports
- Accounting Sales Report vs Inventory Sales Report
- Create List of Pending Invoices
- Discount Reports
- How do I remove an internal provider that is linked to the sales report for an external prescription?
Adjustments and Corrections
- Accounting Transfer Methods
- Assign Charges to Insurance from a Paid Patient Invoice
- Balance Transfer Reasons
- Can I undo a voided invoice?
- Change Credit Card Type After Payment Has Been Applied
Credits, Refunds, and Returns
- Add Payment Type
- Apply Patient's Credit Balance To An Invoice
- Enter Returned or NSF Check
- Grant Credit and/or Refund a Patient
- Grant Credit and/or Refund an Insurance Company
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?
Invoices and Fees
- Add a Modifier to a CPT Service Code
- Add CPT Codes/Services
- Create Patient Invoice When Insurance is Paying In Full
- Facility Type for Telehealth Visit
- Fee Schedule - Set $0.00 Maximum Allowable
Patient Statements
- Assign Guarantor
- Custom Invoice and Statement Message
- Patient Statement Envelope
- Print Multiple Patients' Statements
- Print Statement(s) for One Patient
Payments
- Apply Payment Button Is Inactive
- Apply Payment to Multiple Family Members
- Canada - Auto Posting
- Delete a Pending Insurance Payment
- Error Message: Springform Error