How to get a list of Encounters closed on a particular date
Navigate to Reports and expand the Encounters node, then select the report “Encounters by Status” ![][1] You can enter parameters for the status date range and select the particular status of closed. You can also narrow down by provider, Appointment Type and Practice Location. ![][2] [1]: https://hf-files-orego…
How to Set Scheduler Colors
How to Set Scheduler Colors: When you have appointments on your Scheduler, the colors displayed in the "block" of time of the appointment represents the STATUS of the appointment: ![][1] If you want to change these selections, Navigate to the blue menu bar ![][2] You will get a new pop-up window with a list of ea…
AP Status Definitions
Short List Version of All Statuses: **Pending:** Initial status of claims - when a billable encounter is created a claim is created in this status **Ready to Bill: **Manual status when a user is ready for a claim to be generated - Generate Claims screen looks for claims in this status by default **Generated:** Inte…
How Can I Print Claims Status for Appeal?
1. Navigate to Billing -> Edit Claims and search for the claim. 2. Then in the Claim Details below, select the “Status Hx” button and then you can use the “Print” button on this pop-up A couple tips for viewing the whole date with time is you can either stretch the whole pop-up by dragging the bottom right corner OR…
