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

Credits, Refunds, and Returns

• Add Discount
• Add Payment Method
• Apply Patient's Credit Balance to an Invoice
• Create Insurance Credit and Apply to Insurance Invoice
• Credit Card Refunds Using Bluefin

Invoice Features

• Change Invoice Status
• Change Invoice Status from Paid to Active
• Custom Message for Invoices
• Guest Invoice - Create
• Guest Invoice - Find

Invoices and Fees

• Add a Modifier to a CPT Service Code
• Best Practice for Assigning Charges to a Payer
• CPT Codes - Add
• Create Patient Invoice When Insurance is Paying In Full
• Facility Type for Telehealth Visit

Patient Statements

• Billing Location Displayed on Patients' Statements
• Credit Card Processing Fee - Add to Patient's Invoice
• Custom Message for an Individual Patient's Statement
• Custom Message for Multiple Statements
• Custom Message for Statements - Add Options within Admin

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

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

RevPay

RevPayments

• RevPayments - Customize Credit Card Receipts
• RevPayments - Customize Credit Card Receipts (Video)
• RevPayments - Online Payments
• RevPayments - Who to Contact for Questions
• RevPayments - Edit Credit Card Reader Name