Master Account Setup Videos

1How do I set up practicePlay Video
2Service LocationPlay Video
3Insurance CompaniesPlay Video
4Enter PatientPlay Video
5How To Attached A Patient Insurance CardPlay Video


1Scheduler OverviewPlay Video
2How Do I Schedule An AppointmentPlay Video
3How Do I Double Book AppointmentPlay Video
4How do I Block HolidaysPlay Video
5Generate Custom Letters from SchedulerPlay Video
6How To Scan And Attach DocumentsPlay Video
7Block Lunch TimePlay Video
8How To Search For An AppointmentPlay Video
9How To Setup Scheduling AlertsPlay Video


1Billing One Minute OverviewPlay Video
2How Do I Enter ChargesPlay Video
3How do I print a claimPlay Video
4How do I batch ClaimsPlay Video
5How do I post payments manuallyPlay Video
6How Do I Post Self-Pay / Cash PaymentPlay Video
7How Do I Post the Charge to the New InsurancePlay Video
8How Do I Add a Charge Without an AppointmentPlay Video
9How Do I Add or Edit a ‘Case’Play Video
10How do I set up diagnosis codesPlay Video
11How Do I Put a Charge on HoldPlay Video
12How Do I Update Charge With a Different Service Location / FacilityPlay Video
13How do I create a macro for a set of CPT codesPlay Video
14Where Do I Enter a Procedure Level Note or Anesthesia TimePlay Video
15Where Do I Put a Charge on Hold With CommentsPlay Video
16How do I Run Charges on Hold ReportsPlay Video
17How Do I Change the EDI Version to 5010 or the EDI Sender or Receiver Information?Play Video
18How Do I List Claims by Insurance Level (Primay, Secondary or Tertiary) on the Print / Rebill ScreenPlay Video
19How Do I Read a Claim Log Report?Play Video
20How To Correct Claims and Rebill ClaimsPlay Video
21How To Enter A Patient Payment And Print Its ReceiptPlay Video
22How do I track authorizationPlay Video
23Patient AccountPlay Video
24Submitting Insurance BatchesPlay Video
25How do I review claim logsPlay Video
26HOLD BatchesPlay Video
27Patient Payment PostingPlay Video
28How to post an ERA paymentPlay Video
29Reverse a PaymentPlay Video
30Mass Patient Payments PostingPlay Video
31How To Generate Patient StatementsPlay Video
32How To Do Mass Write OffsPlay Video
33How To Do Month-End ClosePlay Video
34Installment Billing Setup and Patient BillPlay Video
35Recalls and AlertsPlay Video
36Eligibility VerificationPlay Video
37Setup Individual NPI / FTID / SSN Through Legal EntityPlay Video
38Setup Group NPI / FTID / SSN Through Legal EntityPlay Video
39Assign Provider(s) to Multiple Legal Entities / Multiple LocationsPlay Video
40How do I setup Fee SchedulesPlay Video
41CPT Codes / Encounter ProceduresPlay Video
42Setup Secondary as Electronic / PaperComing Soon
43Setup a Category for Product BillingPlay Video
44How To Add An Adjustment Reason CodesPlay Video
45How do I enter employee, attorneys and referrals informationPlay Video
46How to Switch Claim Submission Method Between Electronic And PaperPlay Video
47How to Change the Claim Receiver for A PayerPlay Video
48How to View Current Line Status and Any Previous Claim or Line ActivityPlay Video
49How to Mark Claim as Cross Over (COB)Play Video
50How to Change the Transaction Date On A ChargePlay Video
51How to Print Claim Status Reports with Batch UploadPlay Video
52Where to Enter Box 10d and Box 19Play Video
53How to Change A CasePlay Video
54How to Review A Patient LedgerPlay Video


1Document a SOAP Note OverviewPlay Video
2MU Criteria 1 – Problem ListPlay Video
3MU Criteria 2 – Medication ListPlay Video
4MU Criteria 1 – Allergy ListPlay Video
5MU Criteria 4 Stage II Lab OrdersPlay Video
6MU Criteria 4 Stage II Radiology OrdersPlay Video
7MU Criteria 5 Stage I & IIPlay Video
8MU Criteria 6 Stage I & IIPlay Video
9MU Criteria 8 Stage 1 & 2 Smoking StatusPlay Video
10MU Criteria 10 Stage 1 & 2 VDTPlay Video
11MU Criteria 10 Stage 1 & 2 Timely AccessPlay Video
12MU Criteria 15 Patient Reminders Stage 1Play Video
13MU Criteria 15 Patient Reminders Stage 2Play Video
14MU Criteria 16 Patient Education Stage 1Play Video
15MU Criteria 16 Patient Education Stage 2Play Video
16MU Criteria 17 Medication Reconciliation Stage 1 & 2Play Video
17MU Criteria 18 Summary of Care Stage 1 & 2Play Video
18MU Criteria 20 Secure Electronic Messaging Stage 2Play Video
19MU Criteria 23 Report Ambulatory Clinical Quality Measures Stage 1Play Video
20MU Criteria 24 Capability to exchange key clinical information Stage 1Play Video
21How to Document A ChartPlay Video

Patient Portal

1Patient Portal OverviewPlay Video

HIPAA Office

1HIPAA Office OverviewPlay Video
2HIPAA Office cloud desktopPlay Video
3DirectTrust Connectivity OverviewPlay Video
4Email App OverviewPlay Video
5Chat App OverviewPlay Video
6File Sharing App OverviewPlay Video
7Task App OverviewPlay Video
8Calendar App OverviewPlay Video
9Notepad App OverviewPlay Video
10Group OverviewPlay Video
11Setting Up Email In HIPAA OfficePlay Video
12Adding users and managing permissionsPlay Video

Online Review Management

1Online Review Management OverviewPlay Video

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