General
Printers
Preferences
Interfacing

Master Lists
Administration
View Documents

General Patient Information
Insurance Information
Patient Employer/School
Chiropractic
Misc.
Patient Task Pane

Entering Charges
Printing
Notes

Patient Payments
Insurance Payments
Transfer
Get Previous Credit
Payment Plan

Photos
Documents

Step 1 - Select your Search Criteria and Choose Search
Step 2 - Verify that these are the Claims you wish to Process
Step 3 - View List to Edit
Step 4 - Print Insurance Forms

Step 1 - Select you search criteria and click Search Button
Step 2 - View Statements to be Printed

Click Post New Check to add a check.

Deposit Slip
Daysheet
Payments Due from Payment Plan
Daily Charge and Payment Summary
Income Reports
Charge Reports
Receivables Reports
Aging Report
Referring Doctor Frequency

Patient List Report
Patient Status Report
Patient Recalls
Batch Print Encounter Forms

Patient Listing By… Reports
Patients by Referring Doctor
Patient Phone Book
Procedure Frequency Report - Summary
Procedure Code Frequency - Detail
Diagnosis Frequency Report
Patient's in Pre-treatment Estimate Phase
New Patient Mailing Labels - Laser
Responsible Party Mailing Labels
Outbound Referral Report
Managed Care Authorization

Zip Codes
Diagnosis Codes
Insurance Companies
Fee Schedules
Referring Doctors > List or labels
Places of Treatment
Procedure Codes
Procedure Codes with Prices

Charges/Payments by Month

Appointment Descriptions

Overview
Adding an Appointment
Actions for Appointment
Recurring Appointments

Print Schedule
Encounter Form
Status Report

Appointment Daysheet
Appointment Confirmation Report
Appointment Confirmation Module

Appointment Descriptions
Appointment Color Blocks
Procedure Codes
Patients
Resources

Search for a Patient
Search for Openings

Header information
1 - Ins Type
1a - Insureds ID Number
2 - Patient's Name
3 - Patient's Birth Date
4 - Insured's Name
5 - Patient's Address
6 - Patient's Relationship to Insured
7 - Insured's Address
8 - Patient Status
9 - Other Insured's Name
9a - Other Insured's Policy or Group Number
9b - Other Insured's Date of Birth
9c - Employer's Name or School Name
9d - Insurance Plan Name or Program Name
10a through c - Is Patient's Condition Related to:
10d - Reserved for Local Use
11 - Insured's Policy Group or FECA Number
11a - Insured's Date of Birth
11b - Employer's Date of Birth
11c - Insurance Plan Name or Program Name
11d - Is there another Health Benefit Plan?
12 - Release of Medical Information Signature
13 - Payment Authorization Signature
14 - Date of Current: Illness, Injury or Pregnancy
15 - If Patient has had same or similar illness
16 - Dates Patient unable to work in current occupation
17 and 17a- Name of Referring Physician or Other Source
18 - Hospitalization Dates Related to Current Services
19 - Reserved for Local Use
20 - Outside Lab?
21 - Diagnosis or nature of illness
22. Medicaid Resubmission Number
23 - Prior Authorization Number
24a - Date(s) of Service
24b - Place of Service
24c - EMG
24d - Procedures, Services or Supplies
24e - Diagnosis Code
24f - Charges
24g - Days or Units
24h - EPSDT Family Plan
24i & j - ID QUAL & Rendering Provider ID#
25 - Federal Tax ID Number
26 - Patient's Account Number
27 - Accept Assignment
28 - Total Charges
29 - Amount Paid
30 - Balance Due
31 - Signature of Physician or Supplier
32 - Name and Address of Facility Where Services were Rendered
33 - Physician's, Supplier's Billing Name, Address, PIN# and GRP#

Work Schedule
Vacation and Compensation