features

HIPAA compliant.
Data files for provider information, system users, patients, insurance plans, doctors, items, kits,
plan percentage allowables, sales representatives, referral sources, diagnoses, modifiers, patient
facilities, sales tax rates, EDI trading partners, A/R notes for invoices and report notes for
statements.
Diagnosis Code file pre-filled with over 12,000 ICD-9 codes.
Item File pre-filled with HCPCs and latest quarterly fees for your state (optional during setup).
Physician File pre-filled with physicians for your state.
Claim entry.
Certificates of Medical Necessity.
Line and claim level narratives.
Automatic renewal of capped rental and non capped rental claims.
Patient compliance tracking for items such as diabetes supplies and incontinence products.
Data entry format and validation for reducing electronic rejections.
Doctors UPIN verification.
Prior Authorization form processing and tracking.
Paper claim processing.
Electronic Claim submission in the ANSI-X12 or NCPDP Batch format (see EDI partners).
Modifiable forms and reports.
Scheduler with appointments, to do list, notes and pop up alarms with snooze buttons.
Query wizard for creating spreadsheets or custom mailings. **
Mail merge for creating bulk mailings. *
System maintenance utilities.
Inquiry screens for Patients and Facilities.
Support for notes, templates and image documents. *
Automated web update delivers upgrades at no charge.
No mandatory technical support.
Context sensitive HTML help file.
Form Wizard for creating your own custom patient forms.
System and Custom Reminders notify you of actions that need to be performed.
Claim copying.
Patient specific CMN expiration tracking, Rx expiration tracking and claim compliance tracking.
Patient on hold alerts.
Plan specific claim defaults.
Kit file allows you to store multiple items in a kit and then add the kit to claims.
Claim level submission type, pricing, allowable and item description overrides.
User defined search preferences for items, physicians, patients and claims.
One step claim batch creation for printing or transmitting.
One click resend of failed electronic transmissions.
Resubmission screen to resubmit all or part of any previously submitted batch of claims.
File Quick Views.

Insurance payment processing.
Secondary and tertiary insurance claim processing.
Patient and Facility/Third party billing and payment processing.
Inventory control.
Serialized inventory.
Sales representative tracking.
Electronic Remittance Notices (regional DMERCs only).
Automated posting of Electronic Remittance Notices.
Additional inquiry screens for secondary and tertiary claims, insurance reconciliation, patient
billing and facility/third party billing.
Additional support for notes, templates and image documents for patient invoices and insurance
payments. *
Patient out of pocket expense met notification.
Patient deductable met notification.
Patient specific co-pay percentages.
Patient specific A/R discount percentages.
Automatic calculation of patient co-pay when entering advance co-pay.
Item specific invoices posted to patient A/R file for advance co-pays.
Open credit notification when entering advance co-pay.
Automatic add-on to secondary claims if secondary not yet submitted.
Automatic add-on to tertiary claims if tertiary not yet submitted.
Automatic add-on to patient invoice if invoice not yet printed.
Change patients secondary and/or tertiary insurance information during insurance payment
posting.
Automatic deduction of patient advance co-pay when posting a balance to A/R during insurance
payment posting.
System calculated credits upon close of claim line if patient overpaid.
Reverse close out screens for closed claims.
Reverse payment screens.