1. Add patient
2. Enter insurance information
3. Create case
4. Create bill
5. Add services

1. Create Batch
2. Find eFile button

• By not selecting any practice, it will put bills of all doctors into one folder (batch).
• By check "Electronic Bills Only", it will only put electronic bills into the folder (batch).

1. Create Batch
2. Find Claim Scrubber button

1. Patients (Report about all patients)
2. Batches > Batch(Report about all bills of the specified batch)
3. My Account (Report about all bills of the specified clinic,physician,treating provider,billing provider)
4. Payers (Report about bills of the specified insurance company)

From above bill reports, choose the aging period: such as "Report of Aging Payment Over 120 Days"

Patient Reports: choose the patient report type: such as "Service Report",

1. Patients > Patient > Report
2. Patients > Print Patient Info

1. Patient > Appointments > Add
2. Calendar > Click the time slot to add appointment

1. Patient > Report (All appointments of a specific patient)
2. Calendar > Appointments > All Appointments