Accounting

Training Videos

• Video - Accounting Reports and End of Day Check List
• Video - Breaking Down An Invoice
• Video - Collections & NSF
• Video - Creating an Invoice Manually
• Video - Creating an Invoice Within an Encounter

See all 18 articles

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

See all 8 articles

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

• 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
• Refunds Using Bluefin

See all 9 articles

Invoice Features

• Create Guest Invoice
• Find Guest Invoices
• How do I add a diagnosis to a specific item on an invoice?
• How is the service date set on an invoice?
• Refund Guest Invoice

See all 8 articles

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

See all 6 articles

Payments

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

See all 14 articles