• Improvements to Health Insurance Claim Form (HCFA-1500) boxes 25, 32, and 33 for appropriate values plus icon minus icon
  • These updates to our backend logic and placement of data input fields is to provide our customers with as much flexibility in structuring the right solution for their specific care model and billin... See more
  • Payor Specific Charges plus icon minus icon
  • Introduction Managing your Fee Schedule is important to ensure proper reimbursement of the services provided. Within the fee schedule, you can set payor-specific charges for each CPT code.  Key Obj... See more
  • Key Performance Indicators plus icon minus icon
  • Introduction The Key Performance Indicators (KPIs) are easy-access figures to give you a snapshot of the current financial health of your practice. They will help you track the efficiency of your r... See more
  • Cash Reconciliation Report plus icon minus icon
  • Introduction This report gives a summary of all payments collected over a given time period, including a day-by-day summary of deposit amounts, whether the payment was from insurance or a patient, ... See more
  • Accounts Receivable Report plus icon minus icon
  • Introduction The accounts receivable report gives a day by day summary of the open accounts in your practice, including each day's starting and ending open accounts receivable, as well as daily and... See more
  • Appointments Report plus icon minus icon
  • Introduction The appointments report provides a comprehensive overview of your practice's calendar, summarizing the status of all appointments within a specified timeframe. It details the total cou... See more
  • Patient Payments Report plus icon minus icon
  • Introduction This report gives a summary of the payments patients have made over a given time period, including the method of payment, whether it was for a copay or towards an account balance, the ... See more
  • Schedule Utilization Report plus icon minus icon
  • Introduction The Schedule Utilization report gives a summary of the time booked for appointments on your providers' calendars, excluding cancelled appointments, over a given time period. It will su... See more
  • Posting Ruleset plus icon minus icon
  • Introduction Capturing detailed rules to help facilitate the management of adjustment codes is critical to monitor payments and adjustments from payers and patients. While postings are always creat... See more
  • Production Report plus icon minus icon
  • Introduction The Production Report will give you a summary of the procedures your practice is charging for over a given time period. You will be able to see the total charges, units, and RVUs (Rela... See more
  • Reimbursements Report plus icon minus icon
  • Introduction The Reimbursements Report will give you a summary of the payer, patient, and overall reimbursement your practice has received for each billing code over a selected period of time. For ... See more
  • Adjustments Report plus icon minus icon
  • Introduction This report will give you a summary of the adjustments your practice is seeing over a given time period as well as the option to see any adjustments that have deviated from your preset... See more
  • Report Jobs plus icon minus icon
  • Introduction Reporting Jobs help your practice keep track of different parameters to better monitor billing and revenue.  Key Objectives You will learn what report jobs are available.   You will l... See more
  • Managing Insurers plus icon minus icon
  • Introduction The initial list of insurers is populated by ClaimMD. However, a user can manually add additional insurers at any time.   Key Objectives: You will learn how to add a new insurer. You ... See more
  • Navigating the Queues in Revenue plus icon minus icon
  • Introduction The Canvas revenue module consists of multiple queues that house claims based upon the status.  Key Objectives You will learn a description of each queue. You will learn how to filter... See more
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