Billing & Posting Tutorials

General Information

Patient Estimates (4 min 54 seconds)

AMA E/M Toolbar Tutorial (2 min 29 seconds)

Ledger Tutorials

Adjust Claims (2 min 28 seconds)

Retrieve From History (1 min 51 seconds)

Transfer Claims (3 min 25 seconds)

Resubmit Claims (2 min 8 seconds)

Revenue Performance Advisor

RPA Professional Menu (7 min 10 seconds)

RPA Exception Report – How it Works (7 min 36 seconds)

RPA Exception Report – Sort Options, Filters & Actions (4 min 49 seconds)

RPA Exception Report – Interactive Buttons (5 min 23 seconds)

Autopost Tutorials

Autopost Menu Overview (5 min 21 seconds)

Autopost Exception Report Overview (8 min 33 seconds)

Autopost Exception Report with Adjusted Claims Part 1 (7 min 37 seconds)

Autopost Exception Report with Adjusted Claims Part 2 (8 min 6 seconds)

Autopost Exception Report with Adjusted Claims Part 3 (8 min 22 seconds)

Billing & Balancing

Credential & Bill As Manual Setup (1 min 56 seconds) – Updated 11/12/24

Credential & Bill As Utility (2 min 7 seconds) – Updated 11/12/24

Billing Rules (3 min 54 seconds) – Updated 06/07/21

Credential & Bill As Flags (4 min 33 seconds) – Updated 03/06/20

Daily Billing Summary Setup (3 min 36 seconds) – Updated 12/03/19

Daily Billing Summary Overview (4 min 29 seconds)

Daysheet Overview (10 min 12 seconds)

Charge Entry – EXTDX House Code (2 min 34 seconds)

Incident to Billing Overview (9 min 42 seconds)

Manual Posting

Manual Posting with Adjusted Claims Part 1 (8 min 3 seconds)

Manual Posting with Adjusted Claims Part 2 (11 min 47 seconds)

A/R Tasks

A/R Tasks Report:  (3 min 18 seconds)

A/R Tasks: Chart Central Setup (1 min 47 seconds)

A/R Tasks: Overview  (3 min 58 seconds) – Updated 09/05/23

Immunizations

How to mark administered so the CPT code will pull into the E-Superbill (1 min 49 seconds)

Easy Pay

Easy Pay Setup (3 min 23 seconds) – Updated 08/08/19

E-Superbill Credit Card Payment (3 min 5 seconds) – Updated 08/01/19

Auto Charge (5 min 41 seconds) – Updated 08/16/19

Portal Payments (5 min 4 seconds) – Updated 08/16/19

Global Payments Integrated

Auto Charge (7 min 37 seconds) – Updated 06/22/2022

eSuperbill Payments (5 min 21 seconds) – Updated 06/16/2022

Global Payments Setup (5 min 50 seconds) – Updated 07/05/2022

Guest Pay (6 min 25 seconds) – Updated 06/16/2022

Manual Credit Card from Ledger (3 min 4 seconds) – Updated 07/08/2022

Processing Portal Payments (5 min 13 seconds) – Updated 06/16/2022

Saving a Credit Card (3 min 31 seconds) – Updated 06/16/2022

Text To Pay (6 min 32 seconds) – Updated 07/05/2022

Text To Pay – For Patients (1 min 36 seconds) – Updated 07/05/2022

Send eStatements to Patient Portal

Comprehensive overview of setup and sending (7 min 30 seconds) – Updated 11/29/18

Electronic Claims Submission

ECS Error Log (3 min 30 seconds) – Updated 01/15/20