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PM Updates

You can now view the last five valid eligibility checks for a patient with a carrier using the new Eligibility History button on the Insurance tab.

You can now select a PCP (Primary Care Physician) for a patient on the Patient Information screen.

Now when you access EDI Reports from the eRemittance Details screen, the Date Range filter auto-populates to the two months surrounding the check received date.

Give EHR access to CBO users.

You can now manually add remark codes to insurance payments.

Credit cards processed in the patient portal respect the system defaults set in the payment processing section.

New training videos have been uploaded to the video training library.

>>Learn more about our PM software.