Heather C.
- Total activity 145
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Activity overview
Latest activity by Heather C.-
Heather C. created an article,
Modify ERA Payment Date
To post ERAs with a different payment date than they were originally assigned, you can modify the payment dates on the ERA Received tab. Modify ERA Payment Date Click Claims under Billing. Click...
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Heather C. created an article,
Enable Advanced Calendar Availability (My Clients Plus 3.0)
Advanced Availability is currently in Beta and not available to the general public.If you have questions, please contact support. Advanced Availability allows you to specify the services you are av...
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Heather C. created an article,
Advanced Availability FAQ (My Clients Plus 3.0)
Advanced Availability is currently in Beta. If you have questions, please contact support. Why is availability being changed? The ability for a staff member to specify multiple available time...
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Heather C. created an article,
Add Availability Blocks (My Clients Plus 3.0)
Advanced Availability is currently in Beta. If you have questions, please contact support. Advanced Availability allows you to specify the services you are available for scheduling at specific time...
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Heather C. created an article,
Schedule Appointment with Advanced Availability (My Clients Plus 3.0)
Advanced Availability is currently in Beta. If you have questions, please contact support. Advanced Availability allows staff to specify when they can be scheduled for appointments. [Check Staff A...
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Heather C. created an article,
Edit or Delete Advanced Availability (My Clients Plus 3.0)
Advanced Availability is currently in Beta. If you have questions, please contact support. You can edit or delete existing availability entries when your availability changes. NOTE: Existing appoi...
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Heather C. created an article,
Working with a Client Contact Network (My Clients Plus 3.0)
A client contact network can be created in different ways based on the nature of the network: all the contacts in the network are also clients. This allows all contacts to be added as existing con...
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Heather C. created an article,
Authorization Reports for Sessions & Units (My Clients Plus 3.0)
Permissions: All Staff can access Report. The Authorization Report allows you to generate reports for a specified date range that provide information on authorizations that fall within the given...
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Heather C. created an article,
Revert Claim to Previous State (My Clients Plus 3.0)
When you manually update a claim to Paid/Processed without a corresponding ERA, you have the ability to revert the claim to its previous state. Click Billing from the side navigation menu and cl...
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Heather C. created an article,
04-01-23 - Billing Standardization - FAQ (My Clients Plus 3.0)
We are making some improvements to streamline how we invoice you for the products and services you are subscribed to. Please review our list of questions to help outline the changes. Why did I rece...