Post Insurance Payments

Use the Autopost (autopip) program to quickly post payments and adjustments from payors. If a payer does not send electronic remittance advice (ERAs) to your practice, or a response requires manual attention, use the Post Insurance Payments (pip) program to record payment and adjustment information manually.

As you work with insurance payments, you can enter CARC adjustments, jump to other programs, record a non-payment, and pend the remaining balance on to a secondary policy or the patient’s billing account.

Contact PCC (1-800-722-7708, if you need to configure what ERAs require manual attention, need a custom payment type, or need help configuring your system for capitation checks, overpayments, or any other special circumstances.

Autopost Insurance Payments and Adjustments That Arrive on an ERA

Most ERAs that arrive on your PCC system do not require direct manual attention. Follow the steps below to autopost your incoming insurance payments and adjustments that arrive on electronic remittance advice (ERAs).

Run Autopost

Run Autopost from the Insurance Payments window or by typing autopip at a command prompt.

Review Your List of ERA “Check” Files

Partner sorts incoming electronic EOBs into checks. If an ERA consists of multiple checks, it will be broken into individual entries. On the first Autopost screen, you will see a list of check files.

The oldest incoming check files are at the top of the screen. For each entry, you can see the Date of the ERA, the Payor, the Check # or reference #, and the total Check Amount.

Select All (or Some) ERA Check Files and Press F1

Press F2Select All to select all the ERA checks your system has received, and then press F1Post Payments to continue. If you prefer, you can use the arrow keys and type X to select individual checks and then press F1 to continue.

Work and Post "Check-by-Check": If you wish to review what will be posted for each check as you post the payments, press F4View & Post instead of F1. Partner will show a brief summary of what will be posted for each check, and you can then post or skip each one.

Specify the Transaction Date for Payment

Next, choose whether Partner should post the ERAs using the ERA’s issue date, today’s date, or a custom date. (You can configure your practice’s default in the Configuration Editor (ced).)

For example, you may want to specify that the transaction date should be the date you received the direct deposit. You can enter that date on this screen. Then press F1Process to continue.

Posting Several?: If you selected several ERAs, your Transaction Date choice will be applied to each one. When you make your selection, make sure your choice is appropriate for all selected ERAs.

Review Your Selection and Press F1

On the Confirmation screen, double-check that you selected the correct checks and press F1Process to continue.

Press Enter and Quit

If all the payments and adjustments were ordinary, and no allowable amount was missed and everything matched the outgoing claims, you will be prompted to press Enter to return to the ERA Select List screen. You can then press F12 to quit autopip.

Review “Unpostable” Manual Items

However, if any item in the ERA did not match the claim or required direct attention for another reason, such as a mismatched copay amount, Partner will not autopost that item. Instead, Partner creates a Manual Post Report containing those items and you will be prompted to review or print the Manual report.

You can press F1Process to review the report immediately on the screen, or print, e-mail, or save it.

Why Do I Need to Print, E-Mail, or Save the Manual Reports?: ERAs may contain denials, reversals, and insurance interest payments. After autoposting finishes, any items in an ERA that autopip was unable to post are placed in a “Manual” report. A biller needs to review each Manual report and follow up on the included remittance information for the claims. In many cases, a biller needs to resubmit claims or post payments and adjustments in the Post Insurance Payments (pip) program.

Later, Review all Unprinted Manual Reports

If you or other users at your office do not print, e-mail, or save a copy of the Manual report, it will remain on a special list. Press F5Not Yet Printed from the main screen in autopip to review that list.

The Manual reports listed on this screen require attention. You can select multiple reports and then print, save, or e-mail them in order to remove them from this list.

Daily View: Press F7Daily View to review all Manual reports, whether they were printed/saved/e-mailed or not. You can use the Daily View history to find old reports and review daily auto-posting activity.

When Needed, Use ERA Reports to Review Your Autoposting History

Run the erareports program to review all the Manual reports, details of all the autoposted items, or the full, original ERA check information. Read the section on ERA Reports for more information.

For more information about each screen in the Autopost program, read the Autopost Reference.

Manually Post Insurance Payments and Adjustments

Follow the steps below to post a paper EOB or to handle a claim situation that you could not post using autopip.

Run pip

You can run pip from the “Payments/Refunds” window in the Billing Functions section of your Partner Windows. You can also type pip at a command prompt.

Enter Claim ID Number

Enter the unique claim ID number for the EOB you are posting.

Options: Change Date, Find Patient By Name

By default, the payments and adjustments you post will have the current date as the transaction date. If you are back-posting old transactions, you can press F6Change Date and choose a different posting date.

If you do not have a claim ID number, you can press Enter or F2Find Patient to search by patient name.

Select Charges Covered by the EOB

Next, you will see a list of the patient’s outstanding charges that have a balance pending an insurance company. Select those charges that are listed on the EOB.

You may enter the numbers separated by a space or enter a range:

If you are not certain to which charges you should apply a payment, or if you need to review account information or find a charge that was mistakenly paid off, use the function keys at the bottom of the screen to access other Partner programs.

Enter Payments and Adjustments

On the Post Payment screen, enter a payment and/or adjustment for each of the charges you selected.

As you enter payments and adjustments, you can use the total amounts and Allowed amounts (if known) to check your work.

Enter CARC Values, Withhold, Other: You can also post CARC values, withhold amounts, and other values in the Post Insurance Payments program. Read the Payment Screen help section for more information.

Review Payment Types, Insurances, and Enter Check Number

The information at the bottom of the Post Payments screen allows you to edit how Partner will record the payment in the account history as well as what will happen with any remaining balance. You should carefully review these fields before saving the payment.

Press F1Save Payment.

After pressing F1, you can continue to work with this patient or press F1 again to find the next patient or claim.

Post Insurance Payments and Compare to Allowed Amount (Contract Fee Schedules)

Once you have created a Contract Fee Schedule, added allowable amounts, and assigned the schedule to insurance plans, you can post payments in pip and compare them with to contract allowed amounts. Follow the procedure below.

Run the Post Insurance Payments (pip) Program

You can run pip from the Insurance Billing window or by typing pip at a command prompt.

Select Patient and Charges Using pip‘s Built-in Tools

For more information on using pip, read the Post Insurance Payments and the Manual Post Insurance Payments Reference articles or contact PCC support.

Review Contractual Amounts While Entering Payment

On the payment screen, the Allowed column will show the allowable amount. Review the allowed amount as you enter the amount remitted. The amounts should match.

Manage Problems

If the insurance payment does not match the allowed amount, you may do several different things:

  • Double-check the amounts.

  • Press F8Config Allow to jump into allowedit for the chosen contract schedule and procedure code.

  • Or, press F12 and use the function keys in pip to research the claim and re-bill if necessary.

  • Or, review your contracts and contact your insurance carrier liaison.

Autopost Insurance Payments (Reference Manual)

The sections below contain reference manuals, tips, and additional information about using the Autopost program (autopip) to automatically post insurance payments and adjustments sent electronically to your practice from carriers. Partner can receive ERAs from your payors, sort them into checks, and you can then quickly post them by running autopip.

ERA Select List (Screen Reference)

The ERA Select List screen in Autopost (autopip) displays incoming ERA checks. Your insurance carrier may send a single ERA detailing many claim responses and several different checks. Partner splits that information into individual check and then displays them in the order Partner received them.

For each check, you can see the Date, Payor identity, Check Number (or payor reference number), and Check Amount.

You can select all or some of your incoming ERA checks and then press F1Process to begin posting. If you prefer to review the outcome of each check file individually, as you post, you can press F4Preview to post check-by-check while previewing the result.

The F4Not Yet Printed key provides access to two tools for working with older and unposted claim responses.

Function Keys

F1 – Post Payments

Press F1 to process any selected ERA checks. You must first select some checks (using an X) or all checks (using F2).

F2 – Select All

Press F2 to select all incoming, unprocessed ERA check files for posting.

F3 – Select None

Press F3 if you wish to clear your selected items or have pressed F2 by mistake and wish to de-select the list of ERA checks.

F4 – Preview

Press F4 to preview the outcome of processing each selected ERA check file before processing it. Each of your selected check files will be displayed in turn, along with summary information, and you will have the option to press F1Process File and post the check or press F8Skip File to continue without posting it.

F5 – Not Yet Printed

Press F5 to visit the Not Yet Printed screen, a list of all Manual reports that have not been printed, e-mailed or saved to a workstation. Manual reports contain those items that autopip determined may need additional attention and did not post. Since it is very important that a biller review (and possibly resubmit) these claims and remittance information, the Not Yet Printed screen can help insure that Manual reports are at least initially addressed.

F7 – Remove

Select ERA files that should not be posted in autopip and press F7 to remove them. You can safely autopost all files, even those with errors, and autopip will drop them to the Manual report. You may wish to remove them pre-emptively, however, to avoid confusion. For example, you may already know that a set of files are a duplicate, or have already been posted. Mark the files that need to be removed and press F7. A confirmation screen will appear, asking you to press F1 to continue. The payment files will still be accessible later, in the erareports program.

Note: Press F5Not Yet Printed and then F7Daily View to visit the Daily View screen, a tool for reviewing a history of ERA Checks and autoposting activity.

Confirm Selection (Screen Reference)

After you select ERA checks on the ERA Select List screen in autopip and press F1Process, Partner will display the Confirm Selection screen.

For each check, Partner estimates the total Payment Amount and Adjustment Amount that autopip will post.

Press F1Process to confirm that you selected the correct checks and autopost the payments to the appropriate claims.

If you made an error in your selection, press F12 to return to the ERA Select List screen.

The Manual Post Report in autopip

If autopip can not post something that appears in any of the ERA check files, it will create a Manual Post report and ask you to review it on the Manual Post Report screen.

Press F1Process to take a quick look at the Manual report. Select Print, E-Mail, or Save to redirect the Manual report so you can work on each of the unposted items. If you do not make a selection at this time, you may retrieve the manual report later, on the Not Yet Printed screen or in erareports.

Why Do I Need to Print, E-Mail, or Save the Manual Reports?: ERAs may contain denials, reversals, and insurance interest payments. After autoposting finishes, any items in an ERA that autopip was unable to post are placed in a “Manual” report. A biller needs to review each Manual report and follow up on the included remittance information for the claims. In many cases, a biller needs to resubmit claims or post payments and adjustments in the Post Insurance Payments (pip) program.

The Manual Post report contains a complete record of the unposted payments and adjustments, including messages from the carrier or explanations of why the items could not be posted automatically.

Specific explanations for each unposted item appear with asterisks (*), underneath the general description of the payment or adjustment message that was in the ERA.

Manual Report Reasons: What ERA Items Will Not Post Automatically?

Partner’s Autopost program will post ERA items that match charges in Partner. If an item can not be posted, it will appear on the Manual Report. (From there, you can review them, post them manually in pip, or take other appropriate actions.)

What items, by default, will not post automatically? Inside the Manual Report, you can read the specific reason why each item was not auto-posted. Below is a list of reasons that may appear on a manual report.

Adjustment reason not configured for autoposting (Adjustment Reason: ________)

PCC can configure which adjustment reasons should be allowed to auto-post and which should drop to the Manual Report.

Charge amount listed did not match charge history (CPT #####)

If the insurance carrier’s EOB lists a different charge amount than what appears in Partner’s records, the item will drop to the Manual Report for your review. You can compare your practice’s charges with what appeared on the EOB to better understand the discrepancy.

Charge not pending insurance (CPT #####)

If the EOB indicates an item that is not currently pending the insurance company, the item will drop to the Manual Report for your review. This may have happened because your practice changed the status of a charge after the claim was submitted.

Claim did not contain a Partner Claim ID

Partner creates a unique Claim ID# when it creates each claim. When insurance carriers respond, they use the same Claim ID number. When auto-posting, Partner attempts to match claim ID #s and will drop any other communication from the insurance carrier to the Manual Report.

Claim ID not found in charge history/Partner (######)

If the insurance carrier returns a claim ID that does not match one in the Partner database, the item will drop to the Manual Report for your review.

Claim total was negative

Any claim with a negative total payment, such as an insurance take-back, will drop to the Manual Report.

Claim was denied or had a status other than “Claim Processed”

All denied claims are dropped to the Manual Report for your review.

Copay listed did not match charge history (CPT #####)

Partner double-checks the copay amount attached to the visit. If the amount reported by the carrier does not match the amount stored in Partner, the item will drop to the Manual Report.

CPT code not found in charge history for this claim ID (CPT #####)

Partner double checks that the procedure codes indicated on the claim match the procedure codes on the account’s charge history. If there is a problem, the item drops to the Manual Report for your consideration. This could happen if a charge was deleted after a claim was sent.

Patient Had Secondary Insurance

If the patient has a secondary insurance (or medicaid), and your office has turned on the configuration that prevents posting for claims with a secondary responsible party, then the payments and adjustments will drop to the Manual Report and you will see this error.

Payment or adjustment not attributed to a specific charge

Any interest payments, unusual adjustments, or other items that are not attached to a specific charge in Partner will drop to the Manual Report.

Payment was less than the allowed amount (CPT #####)

If you use PCC’s Contract Fee Schedules (allowables) features to enter the expected payment from an insurance carrier, and the payment in the EOB is less than the expected amount, the items will drop to the Manual Report for your review.

Total of payments and adjustments was greater than the pending amount (CPT #####)

If the total amount of all payments and adjustments is greater than the amount pending the insurance carrier, then the items will drop to the Manual Report for your review.

Not Yet Printed Manual Reports (Screen Reference)

The Not Yet Printed screen in autopip displays all Manual reports that have not been printed, e-mailed, or saved to a workstation.

Select manual reports using the arrow keys and then press F1Send To to review, save, print, or e-mail them.

Press F7Daily View to see all daily Manual reports, including the date and user who printed, saved, or e-mailed them.

Why Do I Need to Print, E-Mail, or Save the Manual Reports?: ERAs may contain denials, reversals, and insurance interest payments. After autoposting finishes, any items in an ERA that autopip was unable to post are placed in a “Manual” report. A biller needs to review each Manual report and follow up on the included remittance information for the claims. In many cases, a biller needs to resubmit claims or post payments and adjustments in the Post Insurance Payments (pip) program.

Daily View (Screen Reference)

The autopip Daily View screen displays all incoming ERA check files for each day. You can use the screen to review autoposting activity by date.

For each autoposted ERA check file, you can see the Payor, Check #, Check Amount, and the Last Printed date. Note that if you e-mail or save a copy of the check file, it will also be indicated in the “Last Printed” column.

Use the Daily View screen to find out who printed or otherwise took responsibility for each Manual Post report.

Press the right or left arrow keys to select a different day. If a check file had manual, unposted items, you can press F1Send To to print, save, or e-mail the details.

Manually Post Insurance Payments (Reference Manual)

The sections below describe special features and tips for using the Post Insurance Payments (pip) program to manually post insurance payments and adjustments that could not be posted automatically using autopip.

Post Insurance Payments by Claim ID #, PCC #, Name, and More (Reference)

The first step to manually post a payment is to find the patient or claim for which you have received an EOB.

Since names can change and carriers sometimes return payment with a parent’s name, Partner has lots of different ways to find the correct patient and charge entries.

  • Search by Claim ID#: By default, pip asks for a claim ID number. Every time Partner generates a claim, it creates a unique claim identifier number. This number appears in oops and on various billing reports. PCC can help you configure outgoing claims so that the unique claim identifier is on every claim. Most insurance carriers will then return that number on the EOB.

  • Search by Patient Name: Press Enter or F2Find Patient to search for a name or part of a name and pick from a list of results.

  • Search By Patient ID#: Every patient and account in Partner has a unique account number. You can find this number in the upper right hand corner of the Family and Patient Editors (fame and notjane). PCC can help you configure your outgoing claims so this number is included with the claim. Many insurance carriers will then list that unique number on the EOB.

    When you receive an EOB with the patient ID#, enter the following on the pip patient search screen:

  • Search by Account Name, Insurance ID#, Phone Number, Other: The advanced find routines in Partner can help you find a patient by a wide range of criteria. After running pip, press F2Find Patient, and then press F4Advanced Search. Then select a search criteria on the “Find’em” screen. You can enter an asterisk (*) to see a list of available search criteria:

Insurance Charge Selection (Screen Reference)

Once you find a patient or claim, pip displays a list of unpaid insurance charges for the patient.

The Charge Selection screen shows the date, provider, procedure code, procedure name, primary diagnosis name, amount charged, and amount due for every outstanding charge with some amount pending an insurance company.

Use the Page Up or Page Down keys if there are more outstanding charges than can fit on one screen. The oldest charges will be sorted to the top of the screen for easy selection.

Selecting Charges for Payment: When you wish to post payments and adjustments, enter item numbers for the appropriate charges. When selecting charges, you can enter more than one number. Separate item numbers by spaces or commas, or use ranges, such as “1-4”. Once you’ve indicated the items to be paid, press Enter and you will see the Payment and Adjustment Screen.

Find Missing Insurance Charges

The Charge Selection screen shows only pending charges on the patient’s current guarantor account. If you are missing a charge that you expected to see here, consider the following possibilities:

  • You have selected the wrong patient or claim: Double check that the patient is not entered in your system twice, and use the function keys to verify that the charges in question were actually posted for this patient.

  • The charge is no longer pending an insurance carrier: Press F6Correct Mistakes to review or change the pending status of any charge on the account.

  • The charge is the responsibility of some other guarantor account: Perhaps the patient was recently moved from one guarantor to another. Press F2Other Guarantor to view pending charges for this patient that exist on different accounts. Note that this key will not be available unless such charges exist.

  • The charge was already paid off: Press F8Family Editor and then F3Collection Report or F8Account History to research account activity and outstanding charges.

  • The charge was deleted: If none of the above explanations help you find the missing charge, it may have been deleted completely. How can you know for sure? A good first step is to review the Day Sheet (daysheet) report for the dates in question. For a family-specific record of activity, you can run the Daysheet History report (dsscan) for the guarantor account in question.

If you still have trouble finding charges or would like to learn more about the issues described above, contact PCC support at or call 1-800-722-1082.

Function Keys on the Insurance Charges Selection Screen

Function keys on the Charge Selection screen will help you perform a variety of other billing-related activities.

F1 – Next Patient

Press F1 to clear this patient and find a different one.

F2 – Other Guarantor

Press F2 to see insurance charges for this patient which are attached to an account other than their current guarantor. This key only appears if the patient has pending charges on other guarantor accounts.

F3Batch Claim or H

Press F3 and then enter item numbers to create tags for later claim generation. You can then create the claim later using the hcfa or preptags and ECS programs.

F4Print TOS Claim or T

Press F4 and then enter item numbers to immediately print a HCFA 1500 claim form.

F5 – Print A Bill

Press F5Print A Bill to jump to the bills program for this specific account. You could use this function to generate a personal bill immediately after posting an insurance payment.

F6Correct Mistakes or O

Press F6 to run the oops program for the patient’s guarantor account. In [prog]oops[/prog], you can change the pending status of charges, unlink and relink payments, resubmit claims, correct errors, and more.

F7 – Family Editor

Press F7 to run the Family Editor (fame) for the patient’s guarantor account. In fame, you can update demographic information, view a collection or account history report, print form letters, and more. After dealing with a difficult billing situation, you could add an account note in fame.

F8 – Post A Refund

Press F8 to run the refund program. In refund, you can refund personal credits and post other account corrections that add a charge or offset a payment.


Press P to run the Post Regular Payments program (pam). In pam, you can record personal payments and post account corrections that reduce the account’s balance or offset a charge.


Press I to open the patient’s Insurance Policy screen. In policy, you can review the patient’s plan history, add or remove policies, or make other adjustments.

Payment and Adjustment (Screen Reference)

After you enter a Claim ID number, or find a patient and select charges, the manual Post Insurance Payments (pip) program displays the Payment and Adjustment screen.

On this screen, you can enter payment and adjustment amounts for each charge that you selected. You can also specify how the payment or adjustment should be labeled, and you can select a responsible party for the remainder due.

The charges you selected will be listed with their date of service, procedure code, amount charged, and the contractually “allowed” amount (if known). Press Tab or Enter to move among the Payment and Adjustment fields. You can review and edit the payment type and responsible party fields at the bottom of the screen. Press F1Save Payments to save and post payment and adjustment amounts.

Payment and Adjustment Types: Practices sometimes use different Payment and Adjustment Types, which are located in the “Payment Types” table in ted, to add a note to the account history explaining payment or lack of payment. If an adjustment amount is $0.00, however, you must turn on an option in ced for the adjustment type to be recorded in the history. The use of custom Payment and Adjustment types is used less and less now that CARC is an industry-wide standard.

Withhold Column: The Post Insurance Payments program supports a third “Withhold” column, which would allow you to record even more information. You can activate the Withhold column by running pip -w instead of pip. Contact PCC at 1-800-722-1082 for help configuring and using different columns in pip.

Print a Claim When Finished: If your office always prints time-of-service HCFA forms, pip will ask if you need a new paper HCFA. The question will only appear if the payments or adjustments posted result in the charge pending a secondary insurance company.

Enter CARC Values

The Payment screen can also accept CARC values, the insurance industry’s set of standard payment and adjustment reasons.

If you post CARC values in pip, you can then see them in programs like oops and they will also appear on patient bills. Additionally, you must enter CARC Amount and Group information if you wish to submit a secondary claim electronically.

When CARC features are turned on at your practice, you will see a CARC line underneath each charge.

For each charge, you can enter a CARC amount, code, and group code. If you only wish to enter the CARC codes, you can press F7Hide CARC Fields to switch to a simpler view.

Contact PCC Support for help turning on the CARC value column in pip.

Do Not Post Other Carrier Codes: If your insurance carrier uses a non-CARC system of coded messages, do not post them in the CARC column. CARC values are a national standard and do not match up with Georgia Medicaid message codes or other carrier codes. Instead, some Partner users use payment and adjustment types to indicate messages from carriers.

Configure CARC in pip: CARC support in Partner may be deactivated at your practice. You can turn it on in the Charges and Payments section of the Configuration Editor (ced). You can also select whether one or three CARC fields appear. Contact PCC Support for assistance.

For more information, read the CARC in Partner help article.

Work with Allowed Amounts (Contract Fee Schedules)

The Allowed column displays the contractual reimbursement amount for the fee. The amount will only appear when the responsible insurance has an assigned allowable schedule in the Insurance Table in the Table Editor, and when that assigned schedule has a fee entered for the date of service of the charge.

The assigned allowable schedule for the responsible insurance is displayed in the lower-left corner of the screen, if available.

You can jump directly into the Contract Fee Schedule Editor (allowedit) for a given procedure by pressing F8Config Allow.

Payment Type, Check Number, and Responsible Party Fields

Use the fields at the bottom of the screen to modify the label and behavior for the payment:

  • Payment Type: This is the label that will be attached to the payment. Whenever you review the account’s history, this is what you will see next to the payment. In most cases, the name of the insurance carrier will be appended to the Payment Type once you post it. In addition to CARC values, practices can use different payment types to indicate why a payment was $0 or to simplify reporting on different kinds of payments. Enter an asterisk (*) in the field to see payment types your office uses. The default value for this field is “Ins Pmt”.

  • Adjust Type: This is the label that will be attached to the adjustment. Whenever you review the account’s history, this is what you will see next to the adjustment. In most cases, the name of the insurance carrier will be appended to the Adjustment Type once you post it. In addition to CARC values, practices use different adjustment types to indicate special adjustment circumstances. Enter an asterisk (*) in the field to see adjustment types your office uses. The default value for this field is “Ins Adj”.

  • Current Insurance: The Current Insurance field shows the current responsible party for these charges. The payments and adjustments you enter will be recorded as coming from this carrier. In almost every situation, the EOB and check you have received will match the Current Insurance field.

    If you have received payment from a different carrier, double check that you have selected the correct patient, date of service, and charges. Or, back out of the program and enter it using the Clam ID number. You may want to press F2View Account and review the account history before continuing.

  • Next Insurance: If the payments and adjustments you enter do not fully pay off the charges, then the remaining amount will be pended to the next responsible party or “Next Insurance.” You should always review the Next Insurance field as it determines what will happen to the remaining charge once you press F1Save Payments.

    Partner fills the Next Insurance field in for you: if the account has a secondary insurance, it will appear in the field. If the account does not have a secondary insurance, the word “Personal” will appear. If there is no secondary insurance but the charge in question can also be covered by Medicaid, then “Medicaid” will appear. If you need to change who the next responsible party should be, you can Tab to this field. Enter an asterisk (*) to see a list of choices for this account.

    Medicaid Status: A charge is a Medicaid charge if the patient had a Medicaid status flag assigned when the charge was posted or the charge was later marked as Medicaid in oops.

  • Check Number: This number will be recorded with the payment. If you consistently enter a check number when you post payments, you will have an advantage when dealing with payment mistakes across multiple accounts. You will also be able to list all patients to whom a particular check was posted.

Function Keys on the Payment and Adjustment Screen

If you need to check account information or history, press F2View Account or F3View Patient. You can also view a quick demographic synopsis by pressing Page Down.

If you do not recognize a procedure code and wish to review the procedure name, press F4Procedure Names to toggle between displaying the Allowed column and displaying the names of procedures.

If you wish to edit the Allowed amount or review the allowable schedule for an amount, press F8Config Allow to run the Contract Fee Schedule Editor.

  • Last modified: February 24, 2023