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CollaborateMD

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  • Glossary
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    • Welcome
      • Welcome
    • Implementation Training Overview
      • Training Module 1 | Introduction
        • Train the Trainer (T3) Philosophy
        • Meet & Greet
        • Implementation Tools & Resources
        • How to contact your Implementation Specialists
      • Training Module 2 | CMD Application
        • Phase 1
          • Phase 1 Introduction
          • Phase 1 Entrance Criteria
          • Phase 1 Training Agenda
          • Phase 1 Exit Criteria
          • Phase 1 Training Actions/Homework
        • Phase 2
          • Phase 2 Introduction
          • Phase 2 Entrance Criteria
          • Phase 2 Exit Criteria
          • Phase 2 Training Actions/Homework
        • Phase 3
          • Phase 3 Introduction
          • Phase 3 Entrance Criteria
          • Phase 3 Exit Criteria
          • Phase 3 Training Actions/Homework
        • Phase 4
          • Phase 4 Introduction
          • Phase 4 Entrance Criteria
          • Phase 4 Exit Criteria
          • Phase 4 Training Actions/Homework
        • Phase 5
          • Phase 5 Introduction
          • Phase 5 Entrance Criteria
          • Phase 5 Exit Criteria
          • Phase 5 Recommended Reports
          • Phase 5 Training Actions/Homework
      • Training Module 3 | Pre-Support
    • Set up & Account Administration
      • Customer Setup
        • Practices
          • Add Practices
            • Add New Practice
            • Other Offices
              • Add Other Offices
              • Find or edit Other Office
              • Inactivate Other Office
              • Reactivate Inactive Other Office
          • Find or edit a Practice
          • Practice Defaults
            • Claim Defaults
            • Patient Defaults
            • ERA (Payment) Defaults
            • Payment Defaults
          • Practice Notes
            • Add a Practice Note
            • Find or edit a Practice Note
            • Remove Practice Notes
          • Print Practice Labels
          • Practice Status
            • Inactivate a Practice
            • Reactivate a Practice
        • Providers
          • Add Providers
            • Add a New Provider
            • Provider Field Descriptions
          • Find or edit a Provider
          • Edit Provider Mode
          • Update or Change a Tax ID
          • Configure Eligibility for a Provider
            • Configure Provider eligibility
            • Inactivate Provider Eligibility
          • Provider Notes
            • Add a Provider Note
            • Find or edit a Provider Note
            • Remove a Provider Note
          • Provider Alerts
            • Add a Provider Alert
            • Find or edit a Provider Alert
            • Remove Provider Alerts
          • Provider Status
            • Inactivate a Provider
            • Reactivate a Provider
        • Facilities
          • Add Facilities
            • Add a Facility from the NPI Registry
            • Add a Facility Manually
            • Facility Field Descriptions
          • Find or edit a Facility
          • Facility Notes
            • Add a Facility Note
            • Find or edit a Facility Note
            • Remove a Facility Note
          • Facility Status
            • Inactivate a Facility
            • Reactivate a Facility
        • Referring Providers
          • Add Referring Providers
            • Add Referring Provider from the NPI Registry
            • Add Referring Provider Manually
            • Referring Provider Field Descriptions
          • Find or edit a Referring Provider
          • Referring Provider Notes
            • Add a Referring Provider Note
            • Find or edit a Referring Provider Note
            • Remove a Referring Provider Note
          • Referring Provider Status
            • Inactivate a Referring Provider
            • Reactivate Referring Provider
          • Referring Provider Alerts
            • Add a Referring Provider Alert
            • Find or edit a Referring Provider Alert
            • Remove Referring Provider Alerts
        • Payers
          • Add Payers
            • Add a New Electronic Payer
            • Add a New Paper Payer
          • Find or edit a Payer
          • Payer Billing Options
            • General Billing Options Tab
            • Provider Billing Options Tab
            • Patient Billing Options Tab
            • ERA Billing Options Tab
          • Editing a Payer after a Data Conversion
          • Payer Address Verification
          • Manage Payer Contracts
          • Payer Notes
            • Add a Payer Note
            • Find or edit a Payer Note
            • Remove a Payer Note
          • Payer Alerts
            • Add a Payer Alert
            • Find or edit a Payer Alert
            • Remove a Payer Alert
          • Payer Tasks
            • Add a Payer Task
            • Find or edit a Payer Task
            • Delete a Payer Task
          • Payer Status
            • Inactivate a Payer
            • Reactivate a Payer
          • Manage Clearinghouse Connections
        • Payer Agreements
          • Getting Started with Payer Agreements
          • New ePS Payer Agreement
          • Look Up ePS Payer Agreements
          • Find and Complete (Incomplete or Missing) Agreements
            • Continue an Agreement
          • Payer Agreement Status Descriptions
          • Denied Payer Agreements
        • Collection Agencies
          • Add a Collection Agency
          • Find or edit a Collection Agency
          • Collection Agency Status
            • Inactivate a Collection Agency
            • Reactivate a Collection Agency
          • Collection Agency Notes
            • Add a Collection Agency Note
            • Find or edit a Collection Agency Note
            • Remove a Collection Agency Note
        • Codes...
          • Procedure Codes
            • Add Procedure Codes
              • Add CPT/HCPCS Codes
              • Add CPT Codes from the Master List
              • Add HCPCS Codes from the Master List
              • Procedure Code Field Descriptions
            • Find or edit a Procedure Code
            • Procedure Code Notes
              • Add a Procedure Code Note
              • Find or edit a Procedure Code Note
              • Remove a Procedure Code Note
            • Procedure Code Alerts
              • Add a Procedure Code Alert
              • Find or edit a Procedure Code Alert
              • Delete a Procedure Code Alert
            • Procedure Codes Fee Schedules
            • Procedure Codes Contract
            • Procedure Code Status
              • Inactivate a Procedure Code
              • Reactivate a Procedure Code
            • Adding a Global Period Alert
          • Diagnosis Codes
            • Add Diagnosis Codes
              • Add a Diagnosis Code
              • Add a Diagnosis Code from the Master List
              • Diagnosis Code Field Descriptions
            • Find or edit a Diagnosis Code
            • Diagnosis Code Alerts
              • Add a Diagnosis Codes Alert
              • Find or edit a Diagnosis Code Alert
              • Delete a Diagnosis Code Alert
            • Diagnosis Code Status
              • Inactivate a Diagnosis Code
              • Reactivate Diagnosis Codes
          • ICD Procedure Codes
            • Add ICD Procedure Codes
              • Add ICD Procedure Code
              • Add ICD Procedure Code from Master List
            • Find or edit an ICD Procedure Code
            • ICD Procedure Code Status
              • Inactivate an ICD Procedure Code
              • Reactivate an ICD Procedure Code
          • Revenue Codes
            • Add Revenue Codes
              • Add a Revenue Code
              • Add a Revenue Code from Master List
            • Find or edit a Revenue Code
            • Revenue Code Status
              • Inactivate a Revenue Code
              • Reactivate a Revenue Code
            • Revenue Codes Fee Schedules
            • Revenue Codes Contract
          • Remittance Codes
            • Add Remark or Adjustment Reason Codes
              • Add a Remark or Adjustment Reason Code
              • Add a Remark Code from Master List
              • Add an Adjustment Reason Code from Master List
            • Remittance Codes Actions
            • Find or edit a Remittance Code
            • Remittance Code Status
              • Inactivate a Remittance Code
              • Reactivate a Remittance Code
          • Adjustment Codes
            • Add New Adjustment Code
            • Find or edit an Adjustment Code
            • Adjustment Code Status
              • Inactivate an Adjustment Code
              • Reactivate an Adjustment Code
            • Add New Debit Code
            • Add New Discount Code
            • Prompt Payment Discount
              • Add a New "Prompt Payment" Discount Code
              • Inactivate a Prompt Payment Discount Code
              • Reactivate a Prompt Payment Discount Code
          • Inventory Codes
            • Add an Inventory Code
            • Find or edit an Inventory Code
            • Inventory Code Alerts
              • Add an Inventory Code Alert
              • Find or edit an Inventory Cide Alert
              • Delete an Inventory Code Alert
            • Inventory Code Status
              • Inactivate an Inventory Code
              • Reactivate an Inventory Code
          • Charge Panels
            • Add a Charge Panel
            • Find or edit a Charge Panel
            • Charge Panels Status
              • Inactivate a Charge Panel
              • Reactivate a Charge Panel
          • Fee Schedules
            • Getting started with fee schedules
              • Add an empty Fee Schedule
              • Add a Fee Schedule
              • Add a Fee Schedule from imported prices
            • Find or edit a Fee Schedule
            • Update Fee Schedule Prices
            • Export Fee Schedule
            • Fee Schedule Status
              • Inactivate a Fee Schedule
              • Reactivate a Fee Schedule
          • Contracts
            • Getting started with contracts
              • The basics
              • Add an empty contract
              • Add a contract
              • Add a contract from Imported Prices
            • Find or edit a contract
            • Managing Payer Association
            • Contract Status
              • Inactivate a contract
              • Reactivate a contract
            • Export Contract
        • Alert Control
          • Find or edit an alert
          • Delete an alert
          • Alert Display Options
        • Statements
          • Statement Automation
            • Statement Automation Settings
              • Statement Options
              • FDN Options
              • Payment Plan Options
            • View Automated Statement Templates
            • Edit Statement Automation Templates
              • Configure Statement Design
              • Configure Statement Settings
              • Configure Electronic Statement Settings
            • Disable Statement Automation
          • Enhanced & Plain-Text User Print
            • Edit User Print Statement Templates
              • Configure User Print Statement Design
              • Configure User Print Statement Settings
              • Configure Manual Electronic Statement Settings
            • View User Print Statement Templates
            • User Print Statement Samples
              • Enhanced Statement Sample
              • Enhanced Payment Plan Sample
              • Enhanced Final Demand Letter Sample
              • Email Statement Sample
              • Text Statement Sample
          • Estimate Statements
            • Edit Estimate Statement Templates
              • Configure Estimate Statement Design
              • Configure User Print Estimate Statement Settings
              • Configure Estimate Electronic Statement Settings
            • View Estimate Statement Templates
        • Superbills
          • Add a Superbill
            • Form-based Superbill
            • Text-based Superbill
            • CMD default Superbill
          • Find or edit a Superbill
          • Delete a Superbill
        • Labels
          • Add a new Label
          • Find or edit a Label
          • Preview a Label
          • Delete a Label
        • Customization
          • Custom Info Lines
            • Add Custom Info Lines
            • Find or edit Custom Info Lines
            • Manage Custom Info Lines
            • Custom Info Line Status
              • Inactivate a Custom Info Line
              • Reactivate a Custom Info Line
          • Custom Claim Statuses
            • Add a Custom Claim Status
            • Find or edit a Custom Claim Status
            • Manage Custom Claim Statuses
          • Custom Account Types
            • Add a Custom Patient Account Type
            • Find or edit a Custom Patient Account Type
            • Manage Custom Patient Account Types
        • Customer Setup Settings
          • Configure "Customer Setup" Settings for Users
      • Account Administration
        • Account Management
          • Edit Account Information
            • Request Account Name Change
            • Request Ownership Change
            • Request Account Tax ID Change
            • Edit Address
          • Billing Actions
            • Request a Credit
            • Request a Payment Extension
          • Request to Close Main Account
          • Request to Reactivate a Closed Main Account
          • Request Executed Copy of CSA/BAA
        • Customer Management
          • Add a Customer
          • Find a Customer
          • Log in to another Customer
          • Manage Access to this Customer
          • Close a Customer
          • Request to Reopen Customer
        • User Management
          • Understanding User Types
            • The basics
            • Users
            • Administrators
            • Authorized Representatives
          • Add a New User
          • Configure a User
            • Find or edit a User
            • Change a User Status
            • Change a User Type
            • Assign a User Role
            • Update a User Permission
            • Grant a User Access to Customer(s)
            • Specify User Access Hours
            • Specify User Department Level Access
            • Move a User to Another Customer
          • Manager User Access
            • Unlock a User
            • Reset a User Password
            • Resend a New User Invite
        • Security...
          • Permission Roles
            • Add a new Permission Role
            • Find or edit a Permission Role
            • Copy a Permission Role
            • Permission Role Status
              • Inactivate a Permission Role
              • Reactivate a Permission Role
          • Two-Factor Authentication
            • Enable Two-Factor Authentication
            • Edit Two-Factor Authentication Settings
            • Disable Two-Factor Authentication
            • Two-Factor Authentication (End User Setup)
            • Reset Two-Factor Authentication
        • Invoices
          • Access your Invoices
          • Print an Invoice
          • Make an Invoice Payment
          • Find Invoice Payments
          • Print account summary
        • Payment Profiles
          • Add a Payment Profile
          • Find or edit a Payment Profile
          • Payment Profile Status
            • Inactivate a Payment Profile
            • Reactivate a Payment Profile
        • Services
          • Included & Add-on Services
            • View or change your Price Plan
            • Manage Claim Scrubbing
            • Manage Real-Time Eligibility
            • Manage Patient Estimates
            • Manage Address Verification
            • Manage Cloud Document Imaging
            • Manage Appointment Reminders
            • Manage Recurring Data Snapshots
            • Manage In-Application Credit Card Processing
            • Manage your Patient Payment Portal
            • Manage Enhanced User Print Statements
            • Manage Automated Statements
            • Manage Application Co-Branding
            • Manage Claim Attachments
            • Manage Manual Electronic Statements
            • Manage your Intake Forms (Intelligent Intake)
            • Manage Data Sync
            • Manage Broadcast Communications
            • Manage Pay Over Time with Sunbit
          • Other Services
            • Request an Interface
            • Request One-on-one training
            • Request a Custom Report
            • Request a Data Copy
            • Request a Data Move
            • Request a Data Conversion (Import)
            • Request a One-Time Data Snapshot
        • Locks
          • Lock Types
            • Patient Locks
            • Claim Locks
            • ERA Locks
            • Provider Locks
            • Practice Locks
            • Report Locks
          • Unlock Records
        • Sessions
          • Find a User Session
          • Terminate a User Session
    • Using CollaborateMD
      • User Bar
        • Switch between Customers
        • User Profile
          • Your Profile
            • Edit your Profile
            • Upload a profile picture
          • Change your Password
          • Reset Password
            • via Email
            • Answering Security Questions
          • Security Questions & Call-In Pin
          • Edit Communication Preferences
          • Unlock User Account
        • Submit feedback
        • Shortcuts
          • Customize Shortcuts from the User Bar
          • Using Your Shortcuts
        • Help
          • Knowledge Center
          • Show "Tips"
          • Contact Support
          • Report an Issue
          • Keyboard Shortcuts
          • Diagnostics
          • Reference Links
          • Legal
        • Download Snapshots
        • Turn on Dark Mode (Themes)
      • Home
        • Welcome
          • View Latest Announcement
          • New Customer Checklist
          • Customize Your Welcome Page
            • Timeline
              • Customize Your Timeline
              • Using your Timeline
              • Refresh Your Timeline
            • Welcome Dashboard
              • Customize Your Welcome Dashboard
              • Refresh the Welcome Dashboard
              • Welcome Dashboard Gadget Options
            • Shortcuts
              • Customize Shortcuts
              • Using Your Shortcuts
            • Copy Welcome Page Configuration to Another Customer
        • Dashboard
          • Build a dashboard
            • Create a new dashboard
            • Edit a dashboard
          • Work with dashboards
            • Share a dashboard
            • Refresh a dashboard
            • Gadget Options
          • Delete a dashboard
          • Dashboard Gadget User Guide
            • A/R Aging
            • Average Touches to Completion Gadget
            • Charges & Debits Gadget
            • Charges Not Billed Gadget
            • Claim Denials Gadget
            • Claim Rejections Gadget
            • Claims Billed Gadget
            • Claims Entered Gadget
            • Clean Claim Rate Gadget
            • Collections Aging Gadget
            • Days in A/R Gadget
            • First Pass Resolution Rate Gadget
            • Gross Collection Rate Gadget
            • Insurance Payments & Adjustments Gadget
            • Interface Errors Gadget
            • Lag Time Gadget
            • Net Collection Rate Gadget
            • Patient Payments & Adjustments Gadget
            • Patient Statements Gadget
            • Patients Added Gadget
            • Payer Mix Gadget
            • Payments Received Gadget
            • Payment Plan Balance Gadget
            • Procedure Frequency Gadget
            • Refunds & Reversals Gadget
            • Scheduled Appointments Gadget
            • To-Do List Gadget
            • Top Clients Gadget
        • Messages
          • Send Messages
            • Send a message
            • Reply to & forward messages
            • Save message as a draft
          • Find & Organize Messages
            • Find a Message
            • Delete a Message
            • Un-Delete a Message
            • Print a Message
            • Mark Message as Read or Unread
            • File Message to a Folder
            • Copy Message Content
          • Using Message Templates
            • Create a message template
            • Find or edit a message template
            • Delete a message template
          • Manage Folders
            • Create a folder
            • Rename a folder
            • Delete a folder
          • Organize Contact Groups
            • Create a contact group
            • Edit a contact group
            • Delete a contact group
            • Create a Shared Contact Group
          • Add Links and Documents to Messages
            • Associate Documents to a Message
            • Adding Links to Messages
          • Create a task from a message
        • Tasks
          • My Tasks
            • Create a Task
            • Manage Tasks
              • Find or edit a Task
              • Change Task status
              • Assign a Task to another user
              • View Task History
            • Delete a Task
          • Task Batch Assign
            • Batch Create and Assign Tasks
            • Batch Task Assign Filters
              • Save Batch Assign Task Filters
              • Load Batch Assign Task Filters
              • Update Batch Task Assign Filters
              • Remove Saved Batch Assign Task Filters
          • Task Batch Control
            • Batch Edit Tasks (Task Control)
            • Batch Task Control Filters
              • Save Batch Task Control Filters
              • Load Batch Task Control Filters
              • Update Batch Task Control Filters
              • Remove Saved Batch Task Control Filters
        • Company Announcements
          • Create an Announcement
          • Manage Announcements
            • Edit an announcement
            • Find an announcement
            • Delete an announcement
      • Reports
        • Viewer
          • Running reports
          • Print or export a report
          • Save a report
          • Refresh a report
          • Edit User Access to Reports
          • Report Snap and Share
            • Save and Share Report Snapshots
            • Edit a Snapshots Sharing Settings
            • View Saved Report Snapshots
            • Edit Report Snapshot Details
            • Delete Report Snapshots
          • More Report Actions
            • Right-click capabilities
            • Show all filters
            • Hide header
            • Show Description
            • Hide a column
            • Rearrange columns
            • Select columns
          • Edit Multiple Reports
        • Builder
          • Build a new report
          • Report Columns
            • Categorize report data with columns
            • Format report data
            • Categorize report data with aggregations
            • Add Calculated Columns
            • Display Totals
            • Hidden Columns
          • Filter Report Data
            • Add Report Filters
            • Static vs. Dynamic Report Filters
            • Default Filter Value
          • Group Report Data
            • Grouping data in a report
            • Group levels
          • Manage Report Connections
            • Two Report Connections
            • Three or more Report Connections
          • Evaluate report data with charts
          • Embed report co-displays
          • Find or edit a Custom Report
          • Share Reports
        • Settings
          • Configure Report Settings
        • Report Reference Guide
          • Field Descriptions
            • Adjustment Code Data
            • Appointment Data
            • CPT Code Data
            • CPT Situational Modifier Data
            • Charge Panel Data
            • Charge Panel Line Data
            • Charge / Debit Data
              • Charge / Debit Data
              • Charges
                • Balance Due Aging
                • Chiro
                • CPT Code
                • Current Payer
                • Drug Info
                • Payments
                • Primary Payer
                • RVUs
                • Secondary Payer
                • Service Information
                • Tertiary Payer
              • Charges
              • Debits
            • Claim Data
              • Claim Data
              • Institutional
                • Diagnosis Codes
                • Additional Info
                • Information Codes
                  • Information Codes
                  • Condition Codes
              • Primary Payer
              • Professional
                • Additional Info
                • Ambulance Info
                • Diagnosis Codes
              • Secondary Payer
              • Tertiary Payer
              • Follow up Activity
            • Claim Statement Data
            • Credit Data
              • Customer Data
              • Eligibility Data
              • Facility Data
              • Fee Schedule Data
              • Fee Schedule Price Data
              • Patient Data
                • Patient Data
                • Default Codes
                • Emergency Contact
                • Guarantor
                • Primary Insured
                  • Primary Insured
                  • Employer (Primary Payer)
                • Secondary Insured
                  • Secondary Insured
                  • Employer (Secondary Payer)
                • Tertiary Insured
                  • Tertiary Insured
                  • Employer (Tertiary Payer)
                • Miscellaneous Info
                • Other Insured
                  • Other Insured
                  • Other Insured - Employer
                • Primary Payer
                • Secondary Payer
                • Statements
                • Tertiary Payer
              • Patient Note Data
              • Payer Data
                • Payment Plan Data
                  • Practice Data
                    • Provider Data
                      • Resource Data
                      • Referring Data
                      • Collection Agency Data
                      • Revenue Code Data
                      • Estimate Data
                    • Report Descriptions
                      • A/R Management Reports
                        • A/R Aging Summary Report
                        • A/R Aging Summary with Payment Info Report
                        • Activity Summary Report
                        • Activity Summary by Charge Status Report
                        • Activity Summary by Month Report
                        • Lag Time Report
                        • Payer Mix by Charge Amount Report
                        • Payer Mix by Paid Amount Report
                      • A/R Reports
                        • Adjustment Reasons Report
                        • Charge Aging Report
                        • Charges Appealed at Insurance Report
                        • Charges Due Insurance - by Aging Range Report
                        • Charges Due Insurance - by Date Range Report
                        • Charges Due Patient - Family Account Report
                        • Charges Due Patient - Single Accounts Report
                        • Charges Due Patient - by Date Range Report
                        • Charges Pending Insurance Report
                        • Charges at Collection Report
                        • Contract Analysis by Contract Report
                        • Contract Analysis by Payer Report
                        • Denials Report
                        • Open Charges Set to Paid Report
                        • Payments Received by Charge Date Report
                        • RVU (Revenue Value Units) Report
                        • Refund / Reversal Report
                        • Transfers Report
                        • Unpaid Reasons Report
                      • Claim Reports
                        • All Patients Seen - Charge Details Report
                        • Charge Overview by Date Range Report
                        • Claim Details Report
                        • Claim Follow-Up Report
                        • Claim Process Mode Conflict Report
                        • Claims On Hold Report
                        • Claims Pending Patient Report
                        • Claims Pending Physician Report
                        • Claims Printed by the User Report
                        • Claims Rejected at Clearinghouse Report
                        • Claims Waiting for Review Report
                        • Claims Waiting to be Printed by User Report
                        • Claims Waiting to be Sent to the Clearinghouse Report
                        • Electronic Claim Activity Report
                        • First Pass Resolved Claims Report
                        • Incomplete Claims Report
                      • Daily/Monthly Reports
                        • Claims Billed Report
                        • Claims Entered Report
                        • Daily Deposit Report
                        • Daily Patients Seen Charge Date Report
                        • Daily Patients Seen Last Seen Date Report
                        • Daily/Monthly Charges and Debits Report
                        • Daily/Monthly Insurance Payments/Adjustments Report
                        • Daily/Monthly Patient Payments/Adjustments Report
                        • Daily/Monthly Payments/Adjustments from Collections
                        • Daily/Monthly Transactions Report
                        • Patient Visits without Charges Report
                        • Provider Adjustment Reasons Report
                        • Daily/Monthly Net Charges Report
                      • Facility Reports
                        • Facility Charges Detail Report
                        • Facility Charges Summary Report
                        • Facility Credits Detail Report
                        • Facility Credits Summary Report
                        • Facility Payments Detail Report
                        • Facility Payments Summary Report
                        • Facility Receivables Report
                      • Management Reports
                        • Appointment Reminders Report
                        • Claim History Report
                        • Facility Statistics Report
                        • ICD Frequency Report
                        • Insurance Check Listing Report
                        • Merchant Payments Report
                        • Patient SMS Appt Reminder Opt In Status Report
                        • Patients with a Specific CPT Performed Report
                        • Payment Portal Logins Report
                        • Payment Portal Registration Report
                        • Patients with a Specific Diagnosis Report
                        • Payments Received by Charge Aging Report
                        • Procedure Done in a Date Range Report
                        • Referring Marketer Receivables Report
                        • Referring Marketer Statistics Report
                        • Referring Physician Statistics Report
                        • Referring Source Report
                        • See What Insurance Paid on Charges Report
                        • User Audit Report
                        • User Login Report
                        • Claim Scrubbing Validations Report
                        • Customer Access Listing Report
                      • Misc. Reports
                        • Charge Panel Listing Report
                        • CPT Listing Report
                        • Credit Adjustment Report
                        • Electronic Payer List Report
                        • ICD Listing Report
                        • Inventory Report
                        • Payer Listing Report
                        • Payer Listing by Usage Report
                        • Provider Listing Report
                        • Remittance Code Listing Report
                        • Task Search Report
                        • ePS Electronic Payer List Report
                        • Appointments Without an Estimate Report
                        • Estimate Listing Report
                        • Estimated VS Actual Amounts Due Report
                      • Patient Reports
                        • Eligibility Requests Report
                        • Inactive Patients Report
                        • Incomplete Patient Reports
                        • Insurance Credits Report
                        • Next Appointment Report
                        • Patient Birthday Listing Report
                        • Patient Deductible Report
                        • Patient Duplicates Report
                        • Patient Follow-up Report
                        • Patient Listing Report
                        • Patient Listing by Balance Report
                        • Patient Listing by Payer Report
                        • Patient Notes Report
                        • Patient Recall Report
                        • Patient Statement Comments Report
                        • Patient Statements Turned Off Report
                        • Patients Seen by Office Report
                        • Patients at Collection Report
                        • Patients with Account Credits Report
                        • Patients with Statements Sent x Times Report
                        • Payment Plan Balances Report
                        • Referring Provider Patient Report
                        • Statements Sent in a Date Range Report
                      • Productivity Reports
                        • Touches to Completion Report
                        • User Productivity by Notes Report
                        • User Productivity by Tasks Assigned Report
                        • User Productivity by Tasks Completed Report
                • Appointments
                  • Scheduler
                    • Getting Started with the Scheduler
                      • Actions in the Scheduler
                      • Scheduler Right-click Actions
                      • Manage Appointment Resources
                      • Manage The Order of Appointment Types and Statuses
                      • Viewing Eligibility from the Scheduler.
                      • Viewing Intake Forms from the Scheduler.
                    • Create an Appointment
                    • Manage Appointments
                      • Find or edit an existing Appointment
                      • Change an Appointment status
                      • Move an appointment
                      • Reschedule an appointment
                      • Delete an appointment
                      • View Appointment Audit
                    • Appointment Blocks
                      • Create an Appointment Block
                      • Edit an Appointment Block
                      • Inactivate an Appointment Block
                      • Create an Appointment Block from a Template
                    • Actions from the Scheduler
                      • Create a claim from the Scheduler
                      • Enter patient payments in the Scheduler
                      • Print your Schedule
                      • Print a Superbill for an Appointment
                      • Print a Label for an Appointment
                    • Patient Responsibility Estimates
                      • New Patient Estimate
                      • Send an Estimate Statement
                      • Post an Estimate Payment
                      • Create an Estimate Payment Plan
                      • Delete an Estimate
                      • Print an Estimate
                      • Mark an Estimate Amount as Due / Not Due
                      • Remove or Display the Estimate from the Patient Payment Portal
                  • Manage Waiting List
                    • Add a Patient to the Appointment Waiting List
                    • Find or Edit an Appointment Request
                    • Delete an Appointment Request
                    • Create an Appointment from your Waiting List
                    • Manage Waiting List Filters
                      • Save Waiting List Filters
                      • Load Waiting List Filters
                      • Update Waiting List Filters
                      • Remove Saved Waiting List Filters
                  • Appointment Control
                    • Find Appointments
                    • Appointment Control Filters
                      • Save Appointment Control Filters
                      • Load Appointment Control Filters
                      • Update Appointment Control Filters
                      • Remove Saved Appointment Control Filters
                  • Superbill Batch Print
                    • Batch Print Superbills
                    • Superbill Filters
                      • Save Superbill Filters
                      • Load Superbill filters
                      • Update Superbill filters
                      • Removed Saved Superbill filters
                  • Configuration
                    • Appointment Departments
                      • Add a new Department
                      • Find or edit a Department
                      • Appointment Department Status
                        • Inactivate a department
                        • Reactivate a department
                    • Appointment Resources
                      • Add a new Appointment Resource
                      • Specify your hours of operation
                      • Find or edit an Appointment Resource
                      • Appointment Resource Status
                        • Inactivate an Appointment Resource
                        • Reactivate Appointment Resource
                    • Appointment Types
                      • Add a new Appointment Type
                      • Find or edit an Appointment Type
                      • Appointment Type Status
                        • Inactivate an Appointment Type
                        • Reactivate an Appointment Type
                    • Appointment Statuses
                      • Add a new Appointment Status
                      • Find or edit an Appointment Status
                      • Appointment Status
                        • Inactivate an Appointment Status
                        • Reactivate an Appointment Satus
                    • Appointment Settings
                      • Configure Customer Appointment Settings
                      • Configure User Appointment Settings
                    • Block Templates
                      • Add a new Block Template
                      • Find or edit a Block Template
                      • Block Template Status
                        • Inactivate a Block Template
                        • Reactivate Block Template
                  • Intelligent Intake (Patient Intake Forms)
                    • Setting Required Forms Based On The Appointment Type
                    • Sending Forms
                      • Sending Intake Forms Automatically on Appointment Reminders
                      • Send Intake Forms Manually
                      • Send Intake Form From an Appointment
                    • Applying Forms
                      • Apply Forms For Multiple Patients (In Appointment Control)
                      • Apply a Form Directly to a Patient Account
                      • Fixing Unmatched Forms
                      • Print a Patient Intake Form
                    • Custom Intake Forms
                      • Add/Create Custom Forms
                      • Remove Custom Forms in Updox
                      • Edit Custom Forms
                    • Setting Up Intake Forms on Your Tablet (Kiosk Mode)
                    • Basic Form Samples
                      • Patient Demographics Form Sample
                      • Health Insurance Information Sample
                      • Patient Medical History Sample
                      • Electronic Messaging Consent Sample
                • Patient
                  • Patient
                    • Patient Account
                      • Add a new Patient
                      • Find or edit a Patient
                      • Patient Address Verification
                      • View a Patient's Account Summary
                      • Patient Notes
                        • Add a Patient Note
                        • Find or edit a Patient Note
                        • Remove a Patient Note
                      • Patient Alerts
                        • Add a Patient Alert
                        • Find or edit a Patient Alert
                        • Remove Patient Alert
                      • Patient Tasks
                        • Add Patient Task
                        • Change Patient Task Status
                        • Assign a Patient Task to another User
                        • Delete a Patient Task
                      • Patient Documents
                        • Associate an Existing Document
                        • Upload a New Document
                        • View Document Associations
                        • Remove Document Associations
                      • Patient Status
                        • Inactivate a Patient
                        • Reactivate a Patient
                      • Patient Appointments
                        • View Past Appointments (From Patient Section)
                        • View Future Appointments (From Patient Section)
                        • View All Appointments (From Patient Section)
                    • Insurance Info
                      • Add Insured or Payer Policy
                      • Edit an Insured or Payer Policy
                      • Add or edit an Insurance Card
                      • Authorizations
                        • Add or edit an Authorization
                        • Inactivate an Authorization
                      • Family Accounts
                        • Link Family Accounts
                        • Unlink Family Accounts
                        • View Family Account Dependents
                      • Manage Insurance History
                        • View a Patient's Insurance History
                        • Activate Archived Insurance
                        • Delete Insurance from History
                      • Insured Party and Policy Status
                        • Inactivate an Insured Party
                        • Inactivate a Payer Policy
                        • Reactivate a Policy and Insured Party
                    • Billing Info
                      • Statement Options
                      • Collection Options
                      • Guarantor
                        • Add a Guarantor
                        • Edit or Remove a Guarantor
                      • Payment Portal Registration
                        • Send Payment Portal Invite
                        • Check Payment Portal Registration
                        • Set Read-Only Access to Payment Portal
                        • Remove a Patients Ability to create a Patient Directed Payment Plan from the Portal
                        • Change Payment Portal Statement Notifications
                        • Change Payment Portal Patient email
                        • Change Your Receipts Opt-In Options
                      • Saved Payment Information
                        • Add/Save a Patient Credit Card
                        • Edit or Remove a Saved Credit Card
                    • Claim Defaults
                      • Configure a Patient's Claim Defaults
                    • Patient Activity
                      • View Patient Activity
                    • Print or Send Statements & Patient Info
                      • Print Patient Info Sheet & Ledger
                        • Print Patient Info Sheet & Ledger (Activity)
                        • Patient Info Sheet & Ledger Filters
                          • Save Patient Info Sheet & Ledger Filters
                          • Load Patient Info Sheet & Ledger
                          • Update Patient Info Sheet & Ledger Filters
                          • Remove Saved Patient Info Sheet & Ledger Filters
                      • Print Other Patient Info
                        • Print Patient Statements
                        • Print Payment Plan Statements
                        • Print Final Demand Notice Statement
                        • Print a Superbill
                        • Print a Label
                      • Send Electronic Patient Statements
                    • Eligibility
                      • New Eligibility Check
                      • View a previous Eligibility Check
                      • Troubleshooting Eligibility Checks
                    • More Patient Actions
                      • Merge a Patient Account
                      • Undo Patient Merge
                      • Check for Duplicate Patients
                      • Update Claims with Current Insurance
                      • Update Claims with an Archived Insurance
                      • View All Appointments
                      • View All Claims
                      • Track Submission History
                      • Create Professional Claim for Patient
                      • Create Institutional Claim for Patient
                      • Create an Appointment for a Patient
                      • Post Payment for a Patient
                      • Create a Payment Plan
                      • Open Manage Account
                      • Create a Task for a patient
                  • Manage Account
                    • Find Payment Transactions
                    • Debit or Credit an Account
                      • Credit an account
                      • Debit an Account
                    • Refunds
                      • Refund Credits
                      • Refund a Patient or Insurance Payment
                      • Refund a Patient or Insurance Payment Processed Through GPI®
                      • Refund a Sunbit (Pay Over Time) Patient Payment
                    • Manage Procedures
                      • Edit Procedure Status
                      • Apply a Discount to a Charge
                      • Apply a Credit Adjustment to a Procedure Transaction
                      • Apply a Debit Adjustment to a Procedure Transaction
                      • Apply an Account Credit to a Procedure Transaction
                      • Add an Info Line to a Procedure Transaction
                      • Delete a Procedure Transaction
                      • Recover a Deleted Procedure Transaction
                      • Manage Statements Sent per Claim
                    • Manage Patient Payments
                      • Move a Patient Payment
                      • Edit a Payment
                      • Delete a payment
                      • Undelete a Payment
                    • Manage Insurance and Patient Credits
                      • Refund an Insurance Credit
                      • Transfer an Insurance or Patient Credit to another Patient
                      • Apply an Insurance or Patient Credit
                      • Edit Received Date, Credit Memo or Due To
                      • Delete an Insurance or Patient Credit
                      • Apply an Unapplied Copay Credit
                    • Manage Account Options Filters
                      • Save Manage Account Options Filters
                      • Load Manage Account Options Filters
                      • Update Manage Account Options Filters
                      • Remove Saved Manage Account Options Filters
                  • Payment Plans
                    • Getting Started with Payment Plans
                      • Payment Plan Best Practices
                      • Implementing Payment Plans
                    • Create a Payment Plan
                    • Find or edit a Payment Plan
                    • Print Installment Details for Payment Plan
                    • Delete a Payment Plan
                    • Enable Auto Pay for a Payment Plan
                    • Edit or Disable Auto Pay for Payment Plans
                    • Patient Directed Payment Plans
                      • Enable Patient Directed Payment Plan Feature
                      • Create a Patient Directed Payment-Plan (Patient)
                      • See Installment Details for Patient Directed Payment Plan (Patient)
                      • Remove a Patient's Ability to Create a Patient Directed Payment Plan
                  • A/R Control
                    • Search for Patient Balances
                    • Batch Actions
                      • Assign for Statement Processing
                      • Assign for FDN
                      • Assign to Collections
                      • Assign to Pending Patient
                      • Write-off Remaining Balance
                      • Debit Account
                      • Apply Discount
                      • Send Payment Portal Invite
                    • A/R Control Filters
                      • Save A/R Control Filters
                      • Load A/R Control Filters
                      • Update A/R Control Filters
                      • Remove Saved A/R Control Filters
                  • Batch Eligibility
                    • Check Batch Eligibility
                    • View Eligibility Results
                    • Batch Eligibility Filters
                      • Save Batch Eligibility Filters
                      • Load Batch Eligibility Filters
                      • Update Batch Eligibility Filters
                      • Remove Saved Batch Eligibility Filters
                  • Statement Batch Print
                    • Batch Print Statements for outstanding charges
                    • Batch Print Payment Plan Statements
                    • Batch Print Final Demand Notice
                    • Statement Filters
                      • Save Statement Filters
                      • Load Statement Filters
                      • Update Statement Filters
                      • Remove Saved Statement Filters
                    • Batch Send Electronic Statements
                  • Statement Tracker
                    • Search for Statements
                    • Update Statement Address
                    • Statement Tracker Filters
                      • Save Statement Tracker Filters
                      • Load Statement Tracker Filters
                      • Update Statement Tracker Filters
                      • Remove Saved Statement Tracker Filters
                  • Label Batch Print
                    • Batch Print Labels
                    • Label Batch Print Filters
                      • Save Label Filters
                      • Load Label Filters
                      • Update Label Filters
                      • Remove Saved Label Filters
                    • Configure Your Zebra Printer
                  • Patient Settings
                    • Configure Patient Settings For Customer
                    • Configure Patient Settings for User
                • Claim
                  • Add Claims
                    • Add Professional Claims
                      • Add Professional Claim
                      • Add Charges to a Professional Claim
                        • Add Diagnosis and CPT codes to a Professional Claim
                        • Add Charge Options to Professional Claims
                        • Reorder Charge Columns on a Claim
                        • Charge Status Descriptions
                      • Add Additional Info to Professional Claims
                      • Add Ambulance Info to Professional Claims
                      • More actions for Professional Claims
                        • Convert Claim to Institutional
                        • Copy Claim
                        • Split Claim
                        • Check Claim Status
                        • View Charge History
                        • Preview Electronic Claim
                      • Additional Charge Actions
                        • Other (Procedure Code Charge) Link
                        • Form (Durable Medical Equipment) Link
                        • Chiro (Chiropractor Fields) Link
                        • Inventory (Inventory Fields) Link
                    • Add Institutional Claims
                      • Add Institutional Claim
                      • Add Charges to an Institutional Claim
                        • Add HCPC Codes to Institutional Claims
                        • Add Charge Options to Institutional Claims
                        • Reorder Charge Columns on a Claim
                        • Charge Status Descriptions
                      • Add Additional Info to Institutional Claims
                      • Add Information Codes to Institutional Claims
                      • More actions for Institutional Claims
                        • Convert Claim to Professional
                        • Copy Claim
                        • Split Claim
                        • Check Claim Status
                        • View Charge History
                        • Preview Electronic Claim
                    • Claim Management
                      • Find or edit a Claim
                      • Managing Incomplete Claims
                      • Delete a Claim
                      • Print Options
                      • Print Claim Transaction History
                      • Print Open Negotiations Form
                      • Review Claim
                      • View Claim Activity
                      • Claim Status
                      • View Claim Summary
                      • Create/Manage Patient Estimates
                      • Manage Patient Claim Notes
                      • Manage Follow Up Activity
                      • Manage Patient Alerts on Claims
                      • Manage Tasks on Claims
                      • Manage Documents for a Claim
                      • Apply Account Credit to a Claim
                      • Apply an Unapplied Copay to a Claim
                      • Post New Payment to a Claim
                      • Send Claims to Secondary or Tertiary Insurance
                      • Re-submit a Claim
                      • Re-Order Charges On Claim
                      • Print Medicare Roster Billing Claim
                    • Workers Comp Claim
                      • Activate the Workers Compensation Payer
                    • ePS Claim Attachments
                      • Getting Started with Claim Attachments
                      • Add ePS Claim Attachment Payers
                      • Uploading & Submitting ePS Claims with Electronic Attachments
                    • Anesthesia Claims
                      • Create an Anesthesia Claim
                      • Set up Fee Schedule Anesthesia Settings
                      • Updating a Procedure Codes Anesthesia Base Units
                      • Updating the Payer Option to Send Minutes Instead of Units on Anesthesia Claims
                  • Claim Tracker
                    • Track a Claim
                    • Claim Tracker Field Descriptions & Icons
                    • Marking Claims as Error Fixed
                    • Clearinghouse Reports
                      • View Individual Clearinghouse Reports
                      • View Multiple Clearinghouse Reports
                      • Clearinghouse Report Types
                    • Claim Tracker Filters
                      • Save Claim Tracker Filters
                      • Load Claim Tracker Filters
                      • Update Claim Tracker Filters
                      • Remove Saved Claim Tracker Filters
                    • Claim 837 File Downloads
                      • Download an 837 File
                  • Claim Control
                    • Update Claim Status
                    • Update Multiple Claims (Mass Claim Updates)
                    • Claim Control Filters
                      • Save Claim Control Filters
                      • Load Claim Control Filters
                      • Update Claim Control Filters
                      • Remove Saved Claim Control Filters
                  • Follow Up Management
                    • Find Claim Follow-Ups
                    • Check Claim Status
                    • Manage Follow Ups
                      • Change Follow Up Date
                      • Change Charge Status
                      • Manage Follow Up Notes
                      • Set Follow Up Date
                      • Enter Patient Notes
                      • Manage Tasks for Follow-up Claims
                      • Open Related Records
                      • Track Claim Submission History
                      • Manage Open Negotiations and Federal IDR Initiation Dates
                    • Export Claim Follow Up
                    • Follow Up Management Filters
                      • Save Follow Up Management Filters
                      • Load Follow Up Management Filters
                      • Update Follow Up Management Filters
                      • Remove Saved Follow Up Management Filters
                  • Claim Batch Print
                    • Search Claims to Print
                    • Claim Batch Print Filters
                      • Save Claim Batch Print Filters
                      • Load Claim Batch Print Filters
                      • Update Claim Batch Print Filters
                      • Remove Saved Claim Batch Print Filters
                    • Print EOBs and Claims
                  • Claim Settings
                    • Configure Claim Settings for Customer
                    • Configure Claim Settings for Users
                  • State Reporting
                    • Generating State Reporting
                    • State Reporting Filters
                      • Save State Reporting Filters
                      • Load State Reporting Filters
                      • Update State Reporting Filters
                      • Remove Saved State Reporting Filters
                • Payment
                  • Post Payment
                    • Post Patient Payments
                      • Post Patient Payment
                      • Credit Account (Apply Later)
                      • Apply Automatically
                      • Apply Manually - To Charges
                      • Apply Manually - To Payment Plans
                      • Post an Interest Payment
                      • Post a Collection Agency Payment
                      • Post a Capitation Payment
                    • Post Insurance Payments
                      • Apply Payment as EOB
                      • Process a Refund or Reversal with a New Check Number
                      • Apply Insurance Payment Only
                        • Manually Apply an Insurance Payment
                        • Automatically Apply an Insurance Payment
                        • Apply an Insurance Payment as a Credit
                      • Add a Provider Level Adjustment Manually on an EOB
                    • Patient Activity
                  • Apply Credit
                    • Apply an Account Credit to a Charge Balance
                    • Apply an Account Credit to a Payment Plan
                    • Apply a Payment Plan Credit to a Payment Plan
                  • View Payment
                    • View Payments
                      • View a Patient Payment
                      • View an Insurance Payment
                    • Process a Refund or Reversal with an Existing Check Number
                    • Manage Checks
                      • Commit a Check
                      • Unlock a Checks
                      • Delete a Check
                      • Track a Check
                    • More Actions in View Payment
                      • Add Documents to an Insurance Payment
                      • Additional Payments Actions
                      • Claim Payment Options
                      • Create Tasks for Patient Payments
                      • View Activity
                  • ERA
                    • Getting Started with ERAs
                    • Apply a remittance check
                      • Automatically Apply a Remittance Check
                      • Mark a remittance check as "applied"
                    • Override the Received Check Date
                    • View an EOB
                    • ERA Errors, Warnings, Informational Messages & Alerts
                    • Missing or late ERA?
                    • Manually Upload an ERA
                    • How to Download an 835 ERA File
                    • Provider Level Adjustments
                      • Viewing a Provider Level Adjustment on an ERA
                      • Associating Claims to Provider Level Adjustments
                    • Change/Update The Payer on an ERA
                  • Additional Payment Actions
                    • Apply a Discount while Posting a Payment
                    • Apply a Credit Adjustment while Posting a Payment
                    • Apply a Debit Adjustment while Posting a Payment
                    • Apply an Account Credit while Posting a Payment
                    • Use Unapplied Copay while posting a payment
                    • Add an Info Line while Posting a Payment
                  • Payment Tracker
                    • Search for Payments
                    • Print Receipts
                    • Payment Tracker Filters
                      • Save Payment Tracker Filters
                      • Load Payment Tracker Filters
                      • Update Payment Tracker Filters
                      • Remove Saved Payment Tracker Filters
                  • Payment Settings
                    • Configure Accounting Settings for Customer
                    • Configure Payment Settings for Customer
                    • Configure Payment Settings for User
                  • Unapplied Copay Credits
                    • Creating Unapplied Copays
                      • Creating Unapplied Copays from the Scheduler
                      • Creating Unapplied Copays from the Payment section
                    • Applying Unapplied Copays
                      • Apply Unapplied Copays while creating the Claim
                      • Apply Unapplied Copays while Posting EOB payments
                      • Apply Unapplied Copays while Posting ERA payments
                      • Apply Unapplied Copays from Manage Account
                    • Managing Leftover Unused Copays
                    • Troubleshooting Unapplied Copays
                      • Troubleshooting Unapplied Copays
                      • Verifying the Unapplied Copay DOS.
                      • Verifying the claim Copay balance.
                      • Updating the Copay Due Balance
                  • Receipts
                    • Email Receipts
                      • Email/Text Receipt While Collecting a Payment
                      • Email/Text Receipt From the Payment Tracker
                      • Email/Text Receipt From the Patient Activity Record
                      • Email/Text Receipts From the Payment Portal (Patients)
                    • Print Receipts
                      • Print Receipt While Collecting a Payment
                      • Print Receipt From the Payment Tracker
                      • Print Receipt From the Patient Activity Record
                      • Print Receipts From the Payment Portal (Patients)
                      • Print HSA/FSA Receipt
                • Documents
                  • Upload a Document
                  • Manage Documents
                    • Find or download Documents
                    • File Documents
                    • Rename a Document
                    • Delete a Document
                  • Document Associations
                  • Document Folders
                    • Create a Document Folder
                    • Delete a Document Folder
                  • Document Notes
                    • Add a Document Note
                    • Find or edit a Document Note
                    • Remove a Document Note
                • Interface
                  • Interface Tracker
                    • Retrieve Interface Messages
                    • Troubleshoot Interface Messages
                      • Mark Interface Messages as Fixed
                      • Reprocess Interface Messages
                    • Interface Tracker Filters
                      • Save Interface Filters
                      • Load Interface Filters
                      • Update Interface Filters
                      • Remove Saved Interface Filters
                  • Interface Settings
                    • Configure Interface Settings
                  • Import
                    • Enable Import
                    • Import HL7 Files (claims, patients, appointments)
                    • Import ANSI (837) Files
              • FAQs & Troubleshooting
                • FAQs
                  • Accounting FAQs
                    • Appointments FAQs
                      • Appointment Reminders FAQs
                        • Claim FAQs
                          • ePS Claim Attachments FAQs
                            • eProvider Solution Clearinghouse Migration FAQ
                              • Anesthesia Claims FAQs
                                • Hard Month Close FAQ
                                  • Interface FAQs
                                    • Integrated Payment Processing FAQs
                                      • Manually Uploading ERA's FAQ
                                        • Manually Uploading ERA's FAQ
                                      • New Account FAQs
                                        • Payer & Payer Agreement FAQs
                                          • Patient FAQs
                                            • Payment FAQs
                                              • Payment Portal - Practice FAQs
                                                • Payment Plan FAQs
                                                  • Statement FAQs
                                                    • Payment Portal - Patients FAQ
                                                    • TeleHealth FAQ
                                                      • Electronic Statements FAQs
                                                        • Patient Responsibility Estimates FAQs
                                                          • Prompt Payment Discount FAQs
                                                            • Provider Level Adjustments FAQs
                                                              • Manual Import FAQs
                                                                • Patient Intake Forms FAQs
                                                                  • Sunbit Pay Over Time FAQs
                                                                  • Troubleshooting
                                                                    • ERA Errors
                                                                      • Error:The above charge was not found [DOS, CPT, Amount, Modifider(s)]
                                                                      • Error: Unable to lock patient. Patient already in use
                                                                      • Error: This adjustment reversal was not applied because no prior adjustment was found.
                                                                      • Error: Patient/Claim Not Found
                                                                      • Warning: The charge was already paid (balance of $0.00)
                                                                      • Warning: Payment already entered by this payer. No changes made.
                                                                      • Warning: Adjustments from the secondary payer were not applied
                                                                      • Warning: The payer for this check could not be found in your payer list. The source of this payment has been set to the primary payer on the claim
                                                                      • Warning:The allowed amount does not match the corrected amount.
                                                                    • Claim Rejections
                                                                      • Clearing your DNS Cache
                                                                        • What is DNS Cache?
                                                                        • How to Clear DNS Cache in Windows
                                                                        • How to Clear DNS Cache on MacOS
                                                                        • How to Clear DNS Cache In Chrome
                                                                        • How to Clear DNS Cache In Firefox
                                                                        • How to Clear DNS Cache In Safari
                                                                        • How to Clear DNS Cache In Edge
                                                                  • Interfaces & Customizations
                                                                    • Amazing Charts
                                                                      • Agent Install
                                                                    • EPOWERdoc
                                                                      • EyeMD
                                                                        • Agent Install
                                                                      • HIT Services Group / Acument
                                                                        • Agent Install
                                                                      • Orchard LIS
                                                                        • Agent Install
                                                                      • Practice Fusion
                                                                        • Getting Started with PF & CMD
                                                                          • PF & CMD Ongoing Maintenance
                                                                            • Practice Fusion (New) Bi-Directional Interface Ongoing Maintenance
                                                                            • Praxis
                                                                              • Agent Install
                                                                            • QuickEMR
                                                                              • Agent Install
                                                                            • Script RX
                                                                              • Agent Install
                                                                            • Solstas Lab Partners Group
                                                                              • Agent Install
                                                                            • TSystems
                                                                              • WebPT
                                                                                • WebPT Ongoing Maintenance
                                                                              • ZipCharts
                                                                                • Agent Install
                                                                              • WebAPI
                                                                                • Web Reporting
                                                                                  • Using Reports Via the WebAPI
                                                                                  • Review or Remove Web Filters
                                                                            • Release Notes
                                                                              • 2025 Release Notes
                                                                                • Release 15.9.0 - May 12, 2025New
                                                                                • Release 15.8.0 - April 28, 2025
                                                                                • Release 15.7.0 - April 14, 2025
                                                                                • Release 15.6.0 - March 31, 2025
                                                                                • Release 15.5.0 - March 17, 2025
                                                                                • Release 15.4.0 - March 3, 2025
                                                                                • Release 15.3.0 - February 18, 2025
                                                                                • Release 15.2.0 - February 4, 2025
                                                                                • Release 15.1.0 - January 21, 2025
                                                                                • Release 15.0.0 - January 6, 2025
                                                                              • 2024 Release Notes
                                                                                • Release 14.23.0 - December 9, 2024
                                                                                • Release 14.22.0 - November 18, 2024
                                                                                • Release 14.21.0 - November 4, 2024
                                                                                • Release 14.20.0 - October 21, 2024
                                                                                • Release 14.18.0 - September 23, 2024
                                                                                • Release 14.17.0 - September 9, 2024
                                                                                • Release 14.16.0 - August 26, 2024
                                                                                • Release 14.14.0 - July 29, 2024
                                                                                • Release 14.13.0 - July 15, 2024
                                                                                • Release 14.12.0 - July 1, 2024
                                                                                • Release 14.11.0 - June 17, 2024
                                                                                • Release 14.10.0 - June 3, 2024
                                                                                • Release 14.9.0 - May 20, 2024
                                                                                • Release 14.8.0 - May 6, 2024
                                                                                • Release 14.7.0 - April 22, 2024
                                                                                • Release 14.6.0 - April 8, 2024
                                                                                • Release 14.3.0 - February 26, 2024
                                                                                • Release 14.2.0 - February 12, 2024
                                                                                • Release 14.1.0 - January 29, 2024
                                                                                • Release 14.0.0 - January 16, 2024
                                                                              • 2023 Release Notes
                                                                                • Release 13.22.0 - December 18, 2023
                                                                                • Release 13.21.0 - December 4, 2023
                                                                                • Release 13.20.0 - November 13, 2023
                                                                                • Release 13.19.0 - October 30, 2023
                                                                                • Release 13.18.0 - October 17, 2023
                                                                                • Release 13.17.0 - October 02, 2023
                                                                                • Release 13.16.0 - September 18, 2023
                                                                                • Release 13.15.0 - September 06, 2023
                                                                                • Release 13.13.0 - August 08, 2023
                                                                                • Release 13.12.0 - July 24, 2023
                                                                                • Release 13.11.0 - July 10, 2023
                                                                                • Release 13.10.0 - June 26, 2023
                                                                                • Release 13.9.0 - June 12, 2023
                                                                                • Release 13.7.0 - May 15, 2023
                                                                                • Release 13.6.0 - May 01, 2023
                                                                                • Release 13.4.0 - April 07, 2023
                                                                                • Release 13.3.0 - March 21, 2023
                                                                                • Release 13.2.1 - March 06, 2023
                                                                                • Release 13.1.1 - February 20, 2023
                                                                                • Release 13.0.0 - January 25, 2023
                                                                                • Release 12.23 - January 18, 2023
                                                                              • 2022 Release Notes
                                                                                • Release 12.15.0 - August 29, 2022
                                                                                • Release 12.14.0 - August 15, 2022
                                                                                • Release 12.13.0 - August 01, 2022
                                                                                • Release 12.12.0 - July 11, 2022
                                                                                • Release 12.11.0 - June 13, 2022
                                                                              • 2024 CMD Enhancements
                                                                                • 2023 CMD Enhancements
                                                                                  • 2022 CMD Enhancements
                                                                                    • 2021 CMD Enhancements
                                                                                      • 2020 CMD Enhancements
                                                                                      • Tools & Resources
                                                                                        • IdeaExchange
                                                                                          • How to register
                                                                                          • Viewing and voting for ideas
                                                                                        • Self-Service Portal
                                                                                          • Upload attachment to a case
                                                                                          • View your cases
                                                                                        • Getting Started with CMD and Global Payments Intergrated
                                                                                          • Contacting Global Payments Integrated (GPI) Support
                                                                                          • Installation Instructions For The GPI Payment Device
                                                                                            • Setting Up Your Ingenico Lane 3000 Payment Device Using he InstallShield for RCM Suite
                                                                                            • Configure the Ingenico Lane 3000
                                                                                            • Repairing The Installation
                                                                                            • Uninstalling The RCM
                                                                                        • Forms & Templates
                                                                                          • Misc. Templates
                                                                                            • Statement Templates
                                                                                              • Editable Statement Templates
                                                                                                • Statement - Payment Plans
                                                                                                • Statement A - Activity Listing
                                                                                                • Statement A - Activity Listing (no IPP)
                                                                                                • Statement B - Summary & Activity
                                                                                                • Statement B - Summary & Activity (no IPP)
                                                                                                • Statement C - Charge Details
                                                                                                • Statement C - Charge Detail (no IPP)
                                                                                                • Statement D - Final Demand Notice
                                                                                                • Statement D - Final Demand Notice (no IPP)
                                                                                              • Non-editable Statement Templates
                                                                                                • Statement - Payment Plans
                                                                                                • Statement A - Activity Listing
                                                                                                • Statement B - Summary & Activity
                                                                                                • Statement C - Charge Detail
                                                                                                • Statement D - Final Demand Notice
                                                                                            • All things Superbills
                                                                                              • Superbill Templates
                                                                                                • Save our Superbill Templates
                                                                                              • Superbill Variables
                                                                                                • Appointment Information
                                                                                                • Facility Information
                                                                                                • Default Primary Policy
                                                                                                • Default Secondary Policy
                                                                                                • Default Tertiary Policy
                                                                                                • Default Primary Insured
                                                                                                • Default Secondary Insured
                                                                                                • Default Tertiary Insured
                                                                                                • Patient Information
                                                                                                • Payer Information
                                                                                                • Payment Plan Information
                                                                                                • Practice Information
                                                                                                • Provider Information
                                                                                                • Referring Information
                                                                                                • Other Information
                                                                                          • References
                                                                                            • Keyboard Shortcuts
                                                                                              • Go To Mode Keyboard Shortcuts
                                                                                              • Global Keyboard Shortcuts
                                                                                            • Guides
                                                                                              • Features Sheet
                                                                                              • Expanded Naviagation
                                                                                            • CMS-1500 Claim Form
                                                                                              • CMS-1500
                                                                                            • UB-04 Claim Form
                                                                                              • UB-04
                                                                                          • Important News/Updates
                                                                                            • Important Information on Claims Affected by the Change Healthcare Cyber Issue
                                                                                            • List of Current Change Healthcare Affected Payers With Updated ePS Payer Routes (Updated 8/13/24)
                                                                                          • GoodTherapy + CollaborateMD Partnership FAQs
                                                                                            • Enhanced Auditing (Show History)
                                                                                              • View Enhanced Auditing History (Single Record)
                                                                                              • View Enhanced Auditing History for Multiple Records (User Audit Report)
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                                                                                          • Appointments

                                                                                          Scheduler

                                                                                          The Scheduler section provides functionality to optimize your front-office and back-office workflow. Our scheduler allows designated users to access several functions from within the scheduling program. The appointment scheduler can be easily customized to fit your needs and maximize the physician’s time. 


                                                                                          Who can use this feature?

                                                                                          Users with the Scheduler permission can view and create appointments.


                                                                                          Getting Started with the Scheduler (6)

                                                                                          • Actions in the Scheduler ()

                                                                                          • Scheduler Right-click Actions ()

                                                                                          • Manage Appointment Resources ()

                                                                                          • Manage The Order of Appointment Types and Statuses ()

                                                                                          • Viewing Eligibility from the Scheduler. ()

                                                                                          • See More

                                                                                          Create an Appointment

                                                                                          Manage Appointments (6)

                                                                                          • Find or edit an existing Appointment ()

                                                                                          • Change an Appointment status ()

                                                                                          • Move an appointment ()

                                                                                          • Reschedule an appointment ()

                                                                                          • Delete an appointment ()

                                                                                          • See More

                                                                                          Appointment Blocks (4)

                                                                                          • Create an Appointment Block ()

                                                                                          • Edit an Appointment Block ()

                                                                                          • Inactivate an Appointment Block ()

                                                                                          • Create an Appointment Block from a Template ()

                                                                                          Actions from the Scheduler (5)

                                                                                          • Create a claim from the Scheduler ()

                                                                                          • Enter patient payments in the Scheduler ()

                                                                                          • Print your Schedule ()

                                                                                          • Print a Superbill for an Appointment ()

                                                                                          • Print a Label for an Appointment ()

                                                                                          Patient Responsibility Estimates (8)

                                                                                          • New Patient Estimate ()

                                                                                          • Send an Estimate Statement ()

                                                                                          • Post an Estimate Payment ()

                                                                                          • Create an Estimate Payment Plan ()

                                                                                          • Delete an Estimate ()

                                                                                          • See More
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