• Process Diagram: Revenue Cycle Management Overview / Encounter Detail plus icon minus icon
  • Insurance Card Image 2.0 plus icon minus icon
  • Introduction: A patient's insurance card can be captured as an image and added to the patient chart using the Canvas Remote app on an iOS device.  Key Objectives: You will learn how to add a patie... See more
  • Patient Coverages 2.0 plus icon minus icon
  • Introduction Accurate capture and update of the patient's coverage (insurance information) is essential to ensure the patient's visits are covered and reimbursed to the best of the benefits allowed... See more
  • Statements and Invoicing plus icon minus icon
  • Introduction Patient statements are critical to collecting outstanding balances from patients.  Canvas provides multiple options for statement generation including a manual batch process, automatic... See more
  • Adjustment Codes plus icon minus icon
  • Introduction The following is a quick reference and categorization of all adjustment codes. Each code is categorized by whether or not it is an actionable denial, the general "type" of adjustment i... See more
  • Chart Review Records (CRR) claims plus icon minus icon
  • Introduction A Chart Review Records or CRR claims provides additional information and supplements a previous claim. Within some value-based payment models, patient risk adjustment requires a full a... See more
  • Correct a Posting plus icon minus icon
  • Introduction Correcting a posting helps ensure your billing is accurate and that your practice is properly reimbursed for services provided. Key Objectives You will learn how to correct a posting.... See more
  • How to Submit a Corrected Claim plus icon minus icon
  • Introduction Submitting corrected claims ensures proper reimbursement for the services rendered. Key Objectives:  You will learn how to submit a corrected claim. Video Tips & Tricks Edits made ... See more
  • Claims Data Table plus icon minus icon
  •   Introduction The Claims Data Table provides the user with basic information related to the claim including the Claim ID, Provider NPI, and Guarantor.   Key Objectives: You will learn how to find... See more
  • Claim Coverage Table plus icon minus icon
  • Introduction The claim coverage table provides easy visibility and access to coverages from within a specific claim. Key Objectives You will learn how to find and navigate the claims coverage tabl... See more
  • Posting a Comment on a Claim plus icon minus icon
  • Introduction Comments are helpful for interdepartmental communication or documentation outside of the management of a claim.   Key Objectives: You will learn how to post a comment on a claim using... See more
  • Claim Activity Log plus icon minus icon
  • Introduction The activity log of the claim captures all actions taken within the selected claim including queue movement, coverage updates, postings, comments, snooze events and payer responses. Ke... See more
  • Claim Related Documents plus icon minus icon
  • Introduction The Claim Related Documents modal allows you to view and print statements, receipts, and any remittance to the claim.   Key Objectives You will learn how to view or print statements. ... See more
  • Charges and Diagnosis plus icon minus icon
  • Introduction The charges and diagnoses module allows you to view, edit, add and remove charges and diagnoses from the claim.   Key Objectives: You will learn how to access and navigate the charges... See more
  • Create a Posting plus icon minus icon
  • Introduction The create a posting modal allows you to post payments, adjustments, and transfers to an individual claim.  Key Objective: You will learn how to create a posting from the claim's view... See more
  • Navigating the Claim Ledger plus icon minus icon
  • Introduction The claim ledger displays the CPT codes, allocated charges, payments, adjustments, and balances for payers and patients. Key Objectives: You will learn how to navigate the claim ledge... See more
  • Claim Header plus icon minus icon
  • Introduction The claim header is always found at the top of the claim.    Key Objectives You will learn how to edit patient information You will learn how to edit claim details You will learn how ... See more
  • Claim Activity Log Updates plus icon minus icon
  • Introduction Within Revenue, each individual claim has an activity log that documents claim movement.  Key Objectives You will learn how to find the activity log. You will learn what activity log ... See more
  • Insurance Card Image plus icon minus icon
  • Introduction: A patient's insurance card can be captured as an image and added to the patient chart using the Canvas Remote app on an iOS device.  Key Objectives: You will learn how to add a patie... See more
  • How to Document a Refunded Copay plus icon minus icon
  • Introduction If a co-pay payment has been collected and a refund needs to be reflected on the claim, this article details how to document the refunded copay.  Key Objectives You will learn how to ... See more
  • Capturing Box 24h - EPSDT and Family Planning on a HCFA plus icon minus icon
  • Introduction Box 24h is used to identify services that may be covered under specific state plans. If there is a requirement to use a specific reason code, then you will enter that code in the EPDST... See more
  • Post a Remit plus icon minus icon
  • Introduction Remittance advice, or RA, is an explanation from a health plan to a provider about a claim payment. An ERA explains how a health plan has adjusted claim charges based on factors like c... See more
  • Claim Checks plus icon minus icon
  • Introduction Canvas performs basic claim checks every time a claim is loaded.  Claim checks help to ensure the claim is ready for submission to the clearinghouse. Key Objectives You will learn wha... See more
  • Guarantor plus icon minus icon
  • Introduction  A guarantor is the person who ultimately accepts financial responsibility for the patient's bill. In most cases it is the adult patient receiving the service. In other cases the respo... See more
  • Discounts plus icon minus icon
  • Introduction Custom discounts are commonplace in the medical office.  Examples of discounts include applying a discount if a patient pays in cash, or makes a payment of the full outstanding balance... See more
  • Collect a payment plus icon minus icon
  • Introduction This article provides details related to collecting payments. When it comes to collecting payments there are multiple scenarios to account for.   Key Objectives You will learn how to ... See more
  • Patient Receipt plus icon minus icon
  • Introduction A patient receipt captures payments and copayments collected. The remaining patient balance is displayed on the patient receipt. A receipt is generated any time a payment is collected ... See more
  • Claims plus icon minus icon
  • Introduction: A medical claim is a bill that healthcare providers submit to a patient's insurance provider.  Objectives: You will learn how to find claims on Canvas. Video FAQ What is the claim... See more
  • Print: Batch Statements plus icon minus icon
  • Introduction Users have the ability to generate and print batch statements.  Key Objective You will learn how to generate and print batch statements. Video Tips & Tricks All statements generate... See more
  • Automated ERA Processing plus icon minus icon
  • Introduction ERAs (electronic remittance advice) are transmitted from ClaimMD (our clearinghouse) to Canvas for processing. Canvas will ship out with preset adjustment groups and as a user you will... See more
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