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  1. Entering Insurance and Patient Payments Into a Batch in Specialty Practice Management

    Published Complete the following steps to enter insurance and patient payments into a batch: From the main window, select Posting > Batch Payments, or click Batch Pay on the toolbar. The Batch Payment dialog box is displayed. From the Deposit Summary tab, click the ellipsis button (...) to the right of the Batch ID
  2. Distributing Insurance Payments in Specialty Practice Management

    Published Introduction The Insurance Distribution tab is displayed in the Batch Payment dialog box when you distribute an insurance payment. Element Information or Action Claim Enter the claim number that all or part of the payment is to be applied to. Ins ID populates this box when it locates the cla
  3. Using PromptPay From the Patient Monitor in Specialty Practice Management

    Published Using PromptPay Complete the following steps to use PromptPay: From the main window, select Posting > Patient Monitor, or click Pat Monitor on the toolbar. The Patient Monitor dialog box is displayed. Right-click the patient name row and select PromptPay. The PromptPay dialog box is displayed. Enter a b
  4. Creating Procedure Codes in Specialty Practice Management

    Published Add the products and other inventory items carried by your practice to the procedure code table if you want to charge for them. Procedure codes can be up to six characters long. While only the first five characters are displayed on insurance forms and walkout statements, you can use the sixth character to id
  5. Using the Time Clock in Specialty Practice Management

    Published Clocking Out and Clocking Back In The system prompts you to clock in when you log in and the time clock is active. You can clock out and clock back in up to five times each day. Complete the following steps to clock out and clock back in: From the Utilities menu, select Time Clock, or click Time Clock on
  6. Using the Claims Inquiry Queue in Specialty Practice Management

    Published  displays only the most recent groups of patient accounts and insurance carriers that were assigned to you from the Claims Management work queue when you open the Claims Inquiry queue. If the claims management work queue is not enabled for your practice, the claims inquiry queue displays accounts matching t
  7. Meaningful Use Visit Statistics Report

    Published Overview This report provides a visit count summary that your practice can use for meaningful use attestation. Verify that nonvisit type charges (no show charges, financial charges, and so on) are configured to be hidden from production on the procedure code. counts these charges as a visit if they are
  8. Bank Deposit Slip

    Published Overview This report summarizes all incoming revenue for a specified period of time. You can use this report to balance your accounts each day if you include all receipt types. While most banks and financial institutions accept third-party, computer-generated, itemized bank deposit slips, ensure that your
  9. Credit Balance Report

    Published Overview This report displays patient and guarantor accounts with credit balances. Use this report to identify which patients and guarantors need refunds. Required Applications  is required to run this report . Intended Users The following roles may benefit from using this report:   Back office
  10. Configuring Security Options in Specialty Practice Management

    Published Security options are systemwide. Complete the following steps to configure security options: Log in to  as the system administrator using the ADMIN username. From the Utilities menu, select Security > Security Options. Reenter the ADMIN account password and click OK. The Security Options dialog box is dis