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

1. Create Batch
2. Click eFile icon

• 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

1. Find Electronic Claim Submission ECS ID from Electronic Payers, click "Add to My Payers"
2. At Unbatched Bills, click Plus + icon to batch bills from the same payer
3. Click eFile at CMS Batches

1. When CMS Batches eFile log shows errors from certain bills, you can remove them from the current batch to rebatch them.
2. At CMS Batch page, click the cross ✖ icon next to Bills.
3. Click checkbox to select the bills, then click Save
4. This action will move the selected bills out of the current batch for rebatching. It does not delete the bills.