Add and Manage Referrals This article will help you manage the Referrals library, which contains information for each referral you work with. This library... 0
Create and Submit Treatment and Assessment Plan (OCF-18) This article will help you create and submit a Treatment and Assessment Plan (OCF-18) to an Insurance Company via HCAI.... 2
Create and Manage Private and EHC Invoices This article will help you create and manage Private and EHC invoices. These two types of invoices are very similar.... 2
How to Print a Patient’s Billing Statement This statement allows viewing and printing services for a specified period of time. Note: The total amounts in a statement... -1
Add and Update Invoice and Payment Memo This article helps you add or change memos for an invoice or payment. Modify Invoice or Payment Memo Open the... 1
Add and Manage Charges This article will help you add and manage patient case charges. A charge is what you bill a client for... 1
Create and Manage WSIB Invoices This article will help you create and manage WSIB invoices. There are two ways to create and manage WSIB invoices... 1
Establish and Maintain Case Relationships This article helps you indicate patient cases that are related. For example, you might want to identify family relationships for... 2
Add and Manage Case Injury Codes This article will help you add ICD-10 CA Injury Codes to patient cases as well as to the ICD sections... 3
Create and Manage Cases This article explains how to add one or more cases to a patient record. This allows you to associate multiple... 3