Go to View and select Payment Methods Click Add Fill out the information and once done, click Ok

Applying Credits The best practice is to use the Amount Unallocated column in the patient’s ledger. This will allow the users to manually apply the credits to the correct date of service and give them full control of credits. In a patient’s ledger there…

A new feature allows the user to produce paper claims for primary insurance and secondary insurance if only the primary insurance was posted via the ERA Dashboard or the Paper EOB Dashboard . Otherwise, the user will need to turn off the electronic filing…

To produce electronic secondary insurance claims, first you will need to either post the primary insurance payment through the ERA Dashboard or Paper EOB Dashboard . Open Claims Manager Click on Produce Claims Keep the Claim Type on Electronic. Also use the…

On the Bill Customization Option screen, click Finish. The Preview of the statement will show. You have two options. The Print button will allow you to print which also has the option to use the Microsoft to PDF or Microsoft XPS Writer. The Send To button…

The claim filing indicator needs to be setup for each patient. Select the patient and click on Modify. Click on the Insurance tab Under the Claim Filing Indicator, select the drop down and choose which indicator for your insurance. Once finish, click ok.…

Go into the Patient’s setup and Insurance tab. Under Manage Care Contracts, right click and select Add Contract. You can also modify a contract that is there, delete a contract, or recalculate balances. Fill out the information. Once done, click ok. It…

If information from box 9d or box 32, the field might exceeds the character limit. Per NUCC, these fields has a character limit. In our software, we have extended some of these fields by 2 to 3 characters. It is recommended if the information is not showing…

By default, the Audit log is enabled. With the Audit log security feature, you can track and audit activities in Office Therapy. Any additions, changes, and deletions, as well as viewing of information can be tracked. When enabled, the audit log tracks the…

Installing Topaz Signature Pad T-S460-BSB-R **Please note: If this first time setting up the Signature Pad, please contact TheraManager DocuTrac Support for assistance. QuicDoc Pro Support: 888-308-9683 or QuicDoc Enterprise Support phone: 888-206-1270. Make…