| Simplify Scheduling
And Tracking |
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Control your office hours and
track authorized visits with an automated
appointment book |
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Print patient birthdays and recall lists,
or create custom reports |
| Patient Scheduling and
Appointments |
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Print daily patient appointment list |
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Search for open time slot for an appointment |
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Assign Procedure that needs to be done for
the visit |
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View daily appointment per physician |
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Customize your own office time and intervals
per appointment |
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Drag and drop, cut and paste appointment
option for faster workflow |
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Superbill printing option for patients on
the appointment screen |
| Bill Insurance faster |
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Save time with optional pre-loaded CPT &
ICD-9 Codes (sold separately) |
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Print the New CMS 2007 Insurance forms and
add customization |
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Track and manage all your insurance claims |
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Interface with e-claims, electronic remittance
advice auto EOB posting, e eligibility |
| Streamline patient accounts |
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Manage patient receivables with again and
account balance reports by provider |
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Distinguish billing information across multiple
cases for a patient |
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Track last payment amount by date |
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Year to date deductible tracking |
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Walkout receipt for patients for Co-Payments |
| Improve collections |
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Pinpoint past due balances |
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Generate Patient Statement with your own
notes |
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E-statement processing for faster payment |
| Transaction |
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One simple screen to enter Charges, Payments,
Adjustments and view balance, Co-Pay, Insurance
information |
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Ticklers – for Co-Payment warning
or customized message, expired authorization |
| Customization |
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Customize reports to your needs |
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Customize Birthday list |
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Customize the CMS Insurance forms |
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Customize patient reports for daily activity |
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Exporting reports to text file, |
| Security |
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Security log-in per HIPAA requirement |
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Permission setting up to 5 level of user |
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Audit report for daily activity by user |
| Reports |
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Patient Day sheet |
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Insurance Aging |
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Patient Aging |
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Ledger Report |
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Appointment List |
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Practice Analysis |
| Accounting/Billing |
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Missed Co-pay Remainder
Statement—Missed co-payments
are now reflected as part of a patient’s
balance on the remainder statement. |
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Write-off Option—A new filter
enables users to limit a search to
statements that have been sent
a certain number of times when
segmenting statements for smallbalance
write-offs. |
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Statement Management
Remainder Balance—The Statement
Management grid has been expanded
to show the remainder balance,
making it easy to identify accounts
with balances. |
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Collection List F7 Link—A hot-key
link has been added to the Collection
List so that when F7 is pressed the
Quick Ledger opens for the patient
that is attached to the selected
collection list item. |
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Deposit List Print Option—A
detailed list of deposits can now
be printed. |
| Usability |
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Chart Number Hot-key—All
windows that contain a chart
number selector now feature a hotkey
that when pressed automatically
populates the chart number for the
past patient accessed. |
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Default Printer Option—A menu
item has been added to launch a new
Default Printer dialog window to make
it easier to change default printers. |
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Improved Sorting—Various new
sorting options display sorts in
descending order, enable users to
change sorting order by clicking
on a column heading, and/or save
the last sort on a per-workstation,
per-login basis. |
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Quick Ledger Edit Option—Quick
Ledger now enables users to modify
existing notes and create new ones. |
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Rejection Code Hot-key—New/Edit
hot-key functionality has been added
to the Rejection Code field in the
Apply Payments to Charges screen. |
| Scheduling |
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Print Blank Superbills—Users
can now print blank superbills for
walk-in patients. |
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Future Appointment Warning—If
an appointment is entered or edited
for a patient who already has a
future appointment scheduled, an
indicator message will warn the user
of a prior scheduled appointment. |
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Phone Numbers in Appointment
Entry—Both the home and cell
phone numbers for patients are
now shown in the Appointment
Entry window. |
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Blank Appointment Indicator—
Users are now able to show or hide
blank appointments in the Office
Hours Appointment List. |
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