Dashboard 14

• Dashboard Overview
• Graphs
• Today’s Task
• Patient Reports
• Staffs Reports

View all 14

Appointment Module 30

• Appointment Tab Overview
• Appointment List View
• Appointment Calendar View
• Appointment New Calendar View
• Appointment Timeline View

View all 30

Authorizations Module 12

• Authorization Module Overview
• How To Create A New Authorization?
• How To Create a Group Authorization?
• How To Add Authorization Service?
• How To Delete An Authorization?

View all 12

Patient Module 18

• Patient Tab Overview
• Create/Manage Patient Profile
• Patient Navigation
• Documentation
• Goals & Intervention

View all 18

Staff Module 19

• Staff Tab Overview
• Adding New Staff
• Staff Contact Details
• Staff Credentials
• Department Supervisor(S)

View all 19

Billing Module 26

• Billing Tab Overview
• Primary Billing Manager - Process Billing
• Primary Billing Manager - Manage Billing
• How to Manage Secondary Claim(s)?
• Patient Statement

View all 26

Payment Module 8

• Payment Tab Overview
• E-Remittance
• How to Add Deposit?
• Manage Cash-Posting
• Update Payment Status

View all 8

Service Payment 5

• Payment Setup
• Manage patient copays and outstanding balances.
• Manage payments from self-pay (private pay) clients.
• Charge Patient
• Payment Completion

Payroll Module 10

• Payroll Tab Overview
• Payroll Processing Tab (Step1)
• Payroll Submission Tab (Step 2)
• Processed Payroll Tab (step 3)
• Timesheet(s)

View all 10

Reports Module 15

• Report Tab Overview
• Max Total Auth Utilization Report
• AR Ledger with Balance Report
• Appointment vs Ledger Report
• Service Wise Payroll Report

View all 15

Menu Permission 3

• Menu Permission Module
• Create & Manage User Groups In Menu Permissions
• Manage Group Permissions In Menu Permissions

Settings 37

• Settings Overview
• Facility Setup - Name & Location
• Facility Setup - Holidays Setup
• Facility - Payroll Setup
• Facility Setup - Logo

View all 37

Provider/Staff Portal 13

• Dashboard Overview (Provider Portal)
• Create Patient (Provider Portal)
• Add Appointment (Provider Portal)
• Appointments - My Schedule (Provider Portal)
• Appointment - Calendar View (Provider Portal)

View all 13

Patient Portal 7

• Patient Info (Patient Portal)
• Access & Manage Schedule (Patient Portal)
• Sibling Profile (Patient Portal)
• Access Telehealth (Patient Portal)
• Intake Forms Submission (Patient Portal)

View all 7