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
- Copy an Existing Invoice Item Search Report
- Copy an Existing Invoice Search Report
- Create List of Pending Invoices
Adjustments and Corrections
- Accounting Transfer Methods
- Are taxes reduced on an invoice when the discount items button is used?
- Are taxes reduced on an invoice when the selection of add discount is used?
- Assign Charges to Insurance from a Paid Patient Invoice
- Balance Transfer Reasons - Add
RevClear Auto-Posting
- Quick Guide - RevClear Auto-Posting
- RevClear - Find Remittance Advice in RevolutionEHR
- RevClear - Find Remittance Advice in Trizetto Portal
- RevClear Auto-Posting: Errors
- RevClear Auto-Posting: Process Payments
Credits, Refunds, and Returns
- Add Discount
- Add Payment Type
- Apply Patient's Credit Balance to an Invoice
- Create Insurance Credit and Apply to Insurance Invoice
- Discount Items
Invoice Features
- Change Invoice Status
- Change Invoice Status from Paid to Active
- Create Guest Invoice
- Custom Message for Invoices
- Find Guest Invoices
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
- Billing Location Displayed on Patients' Statements
- Credit Card Processing Fee - Add to Patient Invoice
- Finance Charge Plan - Add to Individual Invoice
- Finance Charge Plan - Add to System
- Finance Charge Plan - Deactivate in System
Payments
- Accounting Error Message: An Error Has Occurred
- Apply Payment Button Is Inactive
- Apply Payment to Multiple Family Members
- Canada - Auto Posting
- Delete a Pending Insurance Payment