Transcription of ClinixPM Pro Management Module - clinixmis.org
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ClinixPM Pro Management Module - clinixmis.org
ClinixPM Pro Management Module 2 ClinixPM Pro Management Module Reading the Audit Trail on a Patient s Account .. 3 How to allocated a payment to a charge .. 7 How to unallocate and reallocate a payment .. 15 Group Statistics .. 25 Doctor Statistics .. 30 Location Statistics .. 34 Client Statistics .. 38 Insurance Claim and Query Maintenance (not based on specific account numbers) .. 42 Reasons why Insurance claims dropped to paper rather than file electronically .. 55 Reasons why an Electronic EOB did not generate .. 56 Reasons why Insurance claims didn t generate .. 57 Reason why a statement or collection letter did not generate .. 58 3 Reading the Audit Trail on a Patient s Account When a new record is filed, it is classified as an Insert; when an existing record is updated, it is classified as an Update. When a record is inserted, "I", the screen displays the new information that was entered; when a record is updated, the screen displays the information as it was, before the account update.
13 Select the unallocated payment by selecting the F8 key or the {Next Block} tab while your cursor is on the correct payment or adjustment
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