Tips & Tricks

View Patient Balances Across ALL Business Units


Sometimes it is necessary to take a comprehensive look at account balances across all business units for various reasons. In the event that the practice must take collections actions or create payment plans, you can easily view patient and insurance balances across all business units in a single view.


Access the Patient Summary popup (or Account Inquiry screen) and click on the gold briefcase.
All Business units will be displayed with the patient and Insurance balance summary. Click on the Briefcase icon inside the desired business unit to view additional charge details.

Click on the + for the appropriate charge to view payment details.    



Make Spell Checking a Breeze with the Document Spell Check User Preferences

Benefit: Don’t let problematic words slow down your workflow. With User Preferences Spell Check…

Streamline Your Workflow, Add Entire Folders to Favorites

Benefit: Adding User List Folders to Favorites allows you to better streamline your workflow,…

Patient Analysis with Patient Metadata and gInsights™

Benefit: Patient Analysis with Patient Metadata and gInsights™ allows you to tag patients with…