1. Navigate to Billing Overview Go to the left sidebar and click on Billing > Overview. 2. Understand the Billing Overview Table The Billing Overview page provides a high-level summary of billing data broken down by payer. It includes t ...
1. Navigate to Billable Appointments Go to the left sidebar and click on Billing > Claims > Billable Appt. 2. Select the Appointment In the Screen, find the appointment you wish to view. Click on the appointment to o ...
1. Navigate to Billable Appointments Go to the left sidebar and click on Billing > Claims > Billable Appt. 2. Select the Appointment In the Screen, find the appointment you want to un-render. 3. Open the Appointment Details ...
To generate claims from billable appointments: 1. Navigate to Billable Appointments Go to the left sidebar and click on Billing > Claims > Billable Appt. 2. Select the Appointment Use the checkboxes on the left side of t ...
To view and manage your pending claims: 1. Navigate to Pending Claims Go to the left sidebar and click on Billing > Claims > Pending Claims. 2. Understand the Pending Claims List The Pending Claims section shows a tempor ...
To view the details of a specific claim: 1. Navigate to Billing > Pending Claims Go to the left sidebar and click on Billing > Claims > Pending Claims. 2. Select a Claim Click on the desired claim from the list to open its de ...
To download the 1500 form for a specific pending claim, follow these steps: 1. Navigate to Pending Claims Go to the left sidebar and click on Billing > Claims > Pending Claims. 2. Select a Claim Click on the desired claim from t ...
When you are reviewing a pending claim, you can view the bill details associated with the claim, including any transactions related to claim payments. Steps to View Claim Payment Transactions: 1. Navigate to Pending Claims Go to the left si ...
To view all the appointments included in a Pending Claim, follow these steps: 1. Navigate to Pending Claims Go to the left sidebar and click on Billing > Claims > Pending Claims. 2. Select a Claim Click on the desired claim from ...
1. Navigate to Pending Claims Go to the left sidebar and click on Billing > Claims > Pending Claims. 2. Select the Pending Claim In the Pending Claims list, click on the specific claim you want to add a note to. 3. C ...
1. Navigate to Pending Claims Go to the left sidebar and click on Billing > Claims > Pending Claims. 2. Select the Pending Claim In the Pending Claims list, click on the specific claim where you want to edit a note. ...
1. Navigate to Pending Claims Go to the left sidebar and click on Billing > Claims > Pending Claims. 2. Select the Pending Claim In the Pending Claims list, click on the specific claim where the note you want to delete exists. ...
1. Navigate to Pending Claims Go to the left sidebar and click on Billing > Claims > Pending Claims. 2. Select the Pending Claim In the Pending Claims list, click on the specific claim for which you want to view the histo ...
1. Navigate to Pending Claims Go to the left sidebar and click on Billing > Claims > Pending Claims. 2. Select the Pending Claim In the Pending Claims list, click on the specific claim for which you want to upload the fil ...
1. Navigate to Pending Claims Go to the left sidebar and click on Billing > Claims > Pending Claims. 2. Select the Pending Claim Choose the claim for which you would like to edit files from the list of pending claims. ...
1. Navigate to Pending Claims Go to the left sidebar and click on Billing > Claims > Pending Claims. 2. Select the Pending Claim Choose the claim for which you would like to delete files from the list of pending claims. ...
1. Navigate to Pending Claims Go to the left sidebar and click on Billing > Claims > Pending Claims. 2. Select the Pending Claim In the Pending Claims list, click on the specific claim where you want to view a file. ...
1. Navigate to Pending Claims Go to the left sidebar and click on Billing > Claims > Pending Claims. 2. Select the Pending Claim In the Pending Claims list, click on the specific claim where you want to download a file. ...
1. Navigate to Pending Claims Go to the left sidebar and click on Billing > Claims > Pending Claims. 2. Select the Pending Claim Locate the claim that requires additional resubmission details from the list. Click on ...
You can submit a pending claim in two ways: from the Claim Details page or directly from the Pending Claims list. Option 1: Submit from the Claim Details Page 1. Navigate to Pending Claims Go to the left sidebar and click on Billing > Cla ...
1. Navigate to Submitted Claims: Go to the left sidebar and click on Billing > Claims > Submitted Claims. 2. Use Filters to Refine the View At the top of the page, use the filters to narrow down results: Layer Client ...
1. Navigate to Submitted Claims: Go to the left sidebar and click on Billing > Claims > Submitted Claims. 2. Select a Claim Click on the desired claim from the list to open its details. 3. Claim Details Page T ...
1. Navigate to Submitted Claims: Go to the left sidebar and click on Billing > Claims > Submitted Claims. 2. Click the Cloud Download Icon At the top right of the Submitted Claims section, click the cloud icon with an ar ...
1. Navigate to Submitted Claims Go to the left sidebar and click on Billing > Claims > Submitted Claims. 2. Select a Claim Click on the desired claim from the list to open its details. 3. Initiate the Close Process ...
1. Navigate to Claim Payments Go to Billing > Claim Payments from the sidebar. 2. Open the Payment Details Page Click the Display ID in the list to open the Payment Details view. & ...
1. Navigate to Claim Payments Go to Billing > Claim Payments in the left sidebar to access all payment records. 2. Use Filters and Search You can filter payment records using: Payer Status (Open, Applied, Voided, etc. ...
1. Navigate to Claim Payments Go to Billing > Claim Payments in the left sidebar to access all payment records. 2. Click "+ Add Payment" In the top-right corner of the screen, click + Add Payment to open the payment form. ...
1. Navigate to Claim Payments Go to Billing > Claim Payments from the left-hand menu. 2. Locate the Payment Use the filters or search bar to find the payment you want to edit.You can edit payments that have the following status ...
1. Navigate to Claim Payments Go to Billing > Claim Payments from the sidebar. 2. Open the Payment Details Page Click the Display ID in the list to open the Payment Details view. 3. Click "Verify" At t ...
1. Navigate to Completed Claims Go to the left sidebar and click on Billing > Claims > Completed Claims. 2. Use Filters to Refine Results At the top of the page, you can filter claims using: Date of Service (DOS) - Start ...
1. Navigate to Completed Claims Go to the left sidebar and click on Billing > Completed Claims. 2. Open Claim Details Click on a Claim ID link in the Completed Claims list. This will open the full Claim De ...
1. Navigate to Completed Claims Go to the left sidebar and click on Billing > Completed Claims. 2. Open Edit Modal Click the Edit icon (pencil) in the Claim Details page. The Edit Claim modal will open with fields ...
1. Navigate to Completed Claims Go to the left sidebar and click on Billing > Completed Claims. From the Completed Claims list, click a Claim ID to open the details. 2. Download the Form On the details page, ...
1. Navigate to the Invoices Section Go to the Billing section in the left pane and click on Invoices. 2. Click on the Invoiceable APPT Tab At the top of the page, click the Invoiceable APPT tab to view the l ...
1. Navigate to the Invoices Section Go to the Billing section in the left pane and click on Invoices. 2. Click on the Invoiceable APPT Tab At the top of the page, click the Invoiceable APPT tab to view the l ...
1. Navigate to the Invoices Section Go to the Billing section in the left pane and click on Invoices. 2. Click on the Open Invoices Tab At the top of the page, click the Open Invoices tab to view the list of ...
1. Navigate to the Invoices Section Go to the Billing section in the left pane and click on Invoices. 2. Click on the Open Invoices Tab At the top of the page, click the Open Invoices tab to view the list of ...
1. Navigate to the Invoices Section Go to the Billing section in the left pane and click on Invoices. 2. Click on the Open Invoices Tab At the top of the page, click the Open Invoices tab to view the list of ...
1. Navigate to the Invoices Section Go to the Billing section in the left pane and click on Invoices. 2. Click on the Open Invoices Tab At the top of the page, click the Open Invoices tab to view the list of ...
1. Navigate to the Invoices Section Go to the Billing section in the left pane and click on Invoices. 2. Click on the Open Invoices Tab At the top of the page, click the Open Invoices tab to view the list of ...
1. Navigate to the Invoices Section Go to the Billing section in the left pane and click on Invoices. 2. Click on the Open Invoices Tab At the top of the page, click the Open Invoices tab to view the list of ...
1. Navigate to the Invoices Section Go to the Billing section in the left pane and click on Invoices. 2. Click on the Open Invoices Tab At the top of the page, click the Open Invoices tab to view the list of Open In ...
1. Navigate to the Invoices Section Go to the Billing section in the left pane and click on Invoices. 2. Click on the Open Invoices Tab At the top of the page, click the Open Invoices tab to view the list of ...
1. Navigate to the Invoices Section Go to the Billing section in the left pane and click on Invoices. 2. Click on the Open Invoices Tab At the top of the page, click the Open Invoices tab to view the list of ...
1. Navigate to the Invoices Section Go to the Billing section in the left pane and click on Invoices. 2. Click on the Open Invoices Tab At the top of the page, click the Open Invoices tab to view the list of ...
1. Navigate to the Invoices Section Go to the Billing section in the left pane and click on Invoices. 2. Click on the Open Invoices Tab At the top of the page, click the Open Invoices tab to view the list of ...
1. Navigate to the Invoices Section Go to the Billing section in the left pane and click on Invoices. 2. Click on the Open Invoices Tab At the top of the page, click the Open Invoices tab to view the list of&nbs ...
1. Navigate to the Invoices Section Go to the Billing section in the left pane and click on Invoices. 2. Click on the Open Invoices Tab At the top of the page, click the Open Invoices tab to view the list of ...
1. Navigate to the Invoices Section Go to the Billing section in the left pane and click on Invoices. 2. Click on the Open Invoices Tab At the top of the page, click the Open Invoices tab to view the list of ...
1. Navigate to the Invoices Section Go to the Billing section in the left pane and click on Invoices. 2. Click on the Open Invoices Tab At the top of the page, click the Open Invoices tab to view the list of ...
1. Navigate to the Invoices Section Go to the Billing section in the left pane and click on Invoices. 2. Click on the Completed Invoices Tab At the top of the page, click the Completed Invoices tab to view t ...
1. Navigate to the Invoices Section Go to the Billing section in the left pane and click on Invoices. 2. Click on the Open Invoices Tab At the top of the page, click the Open Invoices tab to view the list of ...
1. Navigate to the Invoices Section Go to the Billing section in the left pane and click on Invoices. 2. Click on the Open Invoices Tab At the top of the page, click the Open Invoices tab to view the list of ...
1. Navigate to the Invoices Section Go to the Billing section in the left pane and click on Invoices. 2. Click on the Open Invoices Tab At the top of the page, click the Open Invoices tab to view the list of Op ...