Heather C.

  • Total activity 63
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 37

Articles

Recent activity by Heather C. Recent activity Votes

  • CPT Code & American Medical Association Fees FAQ

    1. General
    2. Announcements

    Overview The American Medical Association owns the rights to all CPT® codes and is now enforcing the collection of licensing fees for each Rendering Provider who submits Claims utilizing these code...

    • Heather C.
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Deactivate / Terminate Employee

    1. Employee Management
    2. Employee Management

    Default Permissions: Directors permission group Delete / terminate employees from the Edit Employee information Page or the User Management Tab.Edit Employee Information PageUser Management Tab Fr...

    • Heather C.
    • Updated
    • 1 follower
    • 0 comments
    • 1 vote

  • Employee Availability Schedule

    1. Employee Management
    2. Employee Management

    Enter Employee Availability Click the  Availability Schedule link in the quick launch menu. Hover over a date and click the +Add link. The Availability Schedule - New Item modal opens.  Enter Atte...

    • Heather C.
    • Updated
    • 1 follower
    • 0 comments
    • -2 votes

  • Employee & Client Individual Compliance Reports

    1. Reporting
    2. Reporting

    Individual Compliance reports are individual reports for a client or employee based on services they are eligible to receive or perform. Note: select the client or employee’s allowed services via t...

    • Heather C.
    • Updated
    • 1 follower
    • 0 comments
    • 2 votes

  • Deactivate & View Clients

    1. Client Management
    2. Client Management

    Users have the ability to deactivate & re-activate clients. They can also view active & and inactive Clients.  Deactivate a ClientRe-Activate an Existing ClientsView Active Clients ListView Inacti...

    • Heather C.
    • Updated
    • 1 follower
    • 0 comments
    • 1 vote

  • Client Ledger Best Practices

    1. Billing
    2. Billing Implementation

    Access Client LedgerEnter Manual PaymentRefund a PaymentTroubleshoot Ledger Errors – StepsCommon Ledger IssuesFilter by Date   Access Client Ledger   Select Billing under Client/Employee/Doctor dr...

    • Heather C.
    • Updated
    • 1 follower
    • 0 comments
    • -1 votes

  • Post Payments in the Payment Report

    1. Billing
    2. Billing Implementation

    A video containing the following information can also be found here: https://accupoint.wistia.com/medias/jg4u9ihbu3   Select filters from the Dashboard. Client/Employee/Doctor - select Billing Se...

    • Heather C.
    • Updated
    • 1 follower
    • 0 comments
    • -1 votes

  • Change Password

    1. Getting Started
    2. Onboarding & Implementation

    Complete the following steps to change a password. Login to AccuPoint Click your username in the top right hand corner Select Change Password from the drop down menu Enter your current password th...

    • Heather C.
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • AccuPoint Onboarding Process

    1. Getting Started
    2. Onboarding & Implementation

    There are three important links for you to complete your onboarding with AccuPoint. Click here to get started with AccuPoint onboarding and overview. After completing the onboarding overview, clic...

    • Heather C.
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Initial Login & Password Reset

    1. Getting Started
    2. Onboarding & Implementation

    Initial LoginReset Password Follow these steps to log in to AccuPoint for the first time 1. Follow the link you were provided in your welcome email.2. Enter your username and password.3. Please not...

    • Heather C.
    • Updated
    • 1 follower
    • 0 comments
    • -1 votes