Adding an Insurance Card Image through Document Management
This Help Document shows how to add an Insurance Card image through Document Management when you already have the image file stored on your network or local computer. You can also use the "Scan" button from Patient Info -> Insurance, if you select the insurance policy from the grid, then click on Card Image tab, you …
How to Set Payor Preferences and their Definitions
Please see attached Help document for information on the Payor Preferences.
How Can I Change the Date of Service for a Line Item / Single Charge Code?
Sometimes when you are adding charges to a claim, you may need to edit the Date of Service of that line item only. An example is for hospital claims where you need to cover all days the provider rendered services in the hospital for a particular patient. The process of adding a charge code and then changing the da…
Adding Insurance to a Patient Chart
Open attachment to access Help Document
Adding a new Insurance / Payor in the System
Open attachment to access Help Document
How to apply a credit from one claim to another claim for a patient
If you see a patient has a credit balance on one claim and a balance on a later claim, you can easily move the overpayment/credit to the later claim with a balance. Select the "Credit Transfer" button which will only show on claims where there exists a credit balance. On the window that pops-up, you can the…
How to Fix incorrect Diagnosis Order / Negative Diagnosis Order Number
If your Diagnosis PTRs look out of sync or even with a negative number, then y ou can fix them by using the NoBill/Rebill button to remove then re-add They should show sequential as 1, 2, 3... but if they are not as pictured below, select the NoBill button next to each one. NoBill can be used to remove the code fro…
How can I see all Claims that Billed a Particular CPT Code
In order to see all claims, count of times used, and reimbursement for a particular CPT Code, you can run the CPT Usage Report. 1. Navigate to the Reports screen using the bottom toolbar on ReLi Med. 2. Once on the Reports screen, select the report from the menu on the left side of the screen. To find this report…
