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📋 Step-by-Step Guides
Step-by-Step Guides
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01
How to Record a EOB Insurance Payment
1
Click "Patients" in the top navigation bar.
2
Type in the Name field to search for the patient.
3
Select the patient from the search results.
4
Click "Payments" in the Billing & Checkout section.
+3 more steps
Read Guide →
02
How to Record a Balance Transfer
1
Click Patients in top navigation menu
2
Select patient Mason Allen from Patient Finder list
3
Click Payments in Billing & Checkout section
4
Click Record Payment for specific transaction
+1 more steps
Read Guide →
03
Adding/ Editing Quick Codes Buttons
1
Go to Lists --> Quick Charge Templates
2
Type button name into the Button label field.
3
Search for and select CPT code
4
Go to additional button- Search for and select additional CPT code
+1 more steps
Read Guide →
04
Adding/ Editing ICD/ Procedure Codes
1
From Dashboard, go to Quick Access -> Procedure Codes or Lists --> Procedures & Fees
2
Click Edit next to the desired procedure
3
Type the fee into Fee field
4
Click "Save"
Read Guide →
05
Adding/ Editing X12 Partners (Submitters)
1
From Dashboard, go to Quick Access -> Practice Settings
2
Click X12 Partners
3
Enter submitter details
4
Click "Save"
Read Guide →
06
Adding/Editing Insurance Companies
1
Click "Lists" in top navigation bar
2
Click Insurance Companies & MediiGap Companies
3
Click Add Insurance
4
Enter insurance details (name, payer ID, address)
+1 more steps
Read Guide →
07
Creating Users
1
From Dashboard, Go to Quick Access -> Users
2
Click Add User
3
Add Username
4
Add Password
+7 more steps
Read Guide →
08
Adding Documents to Patient File
1
From Dashboard, go to Patients
2
Click Patient name to open patient chart
3
Click Documents
4
Click Choose File (or drag & drop)
+2 more steps
Read Guide →
09
Creating Reports
1
Navigate to Reports.
2
Select report type (financial, appointments, billing, etc.).
3
Set filters (date range, provider, location).
4
Click Generate.
+1 more steps
Read Guide →
10
Adding Batch ERA Payments
1
Go to Activities (from the top menu)→ Batch Payments.
2
Click the "ERA Posting" tab
3
Upload or select the ERA file received from the clearinghouse.
4
Click the "Without Update" to review
+4 more steps
Read Guide →
11
Add Patient Payments
1
From Dashboard, go to Patients
2
Search Patient Name
3
Go to Patient File
4
Click "Payment" Button
+3 more steps
Read Guide →
12
Using the Batch Communication Tool
1
From the Dashboard, Click Messages
2
Open the Batch Communication Tool.
3
Select your audience
4
Choose message type (SMS, email, or portal message).
+2 more steps
Read Guide →
13
Using the Messages System
1
From the Dashboard, go to Messages
2
Click “New Message.”
3
Select recipient (patient or staff).
4
Enter subject and message.
+1 more steps
Read Guide →
14
Fixing SMS not Sending
1
Go to Patients
2
Search Patient Name
3
Open their Patient File
4
Edit their Demographics
+4 more steps
Read Guide →
15
Fix Rejected Claim
1
Open rejection message
2
Use the MDiTek Billing Help Center or Loop Error Detector
3
Identify error (NPI, ICD, etc.)
4
Fix in encounter/patient
+1 more steps
Read Guide →
16
Generate Electronic Claim
1
Go to Billing
2
Filter by "Submitter", "Billing Status- Unbilled"
3
Can also Filter by "Insurance", "Patient Name" or "Billing Date"
4
Click "Update List"
+3 more steps
Read Guide →
17
Quick Charge – Using the Fee Sheet
1
From Dashboard, go to Patients
2
Search Patient Name
3
Click Patient Name to go to Patient File
4
Click "Quick Charge"
+4 more steps
Read Guide →
18
Create an Encounter
1
From Dashboard, go to Patients
2
Search for Patient
3
Click Patient name to go to Patient File
4
From the top center, click the "+" next to Encounters
+3 more steps
Read Guide →
19
Check In Patient
1
From Dashboard, go to Flow Board
2
Find the Patient
3
Change Status to "Arrived"
Read Guide →
20
Cancel Appointment
1
From Dashboard, go to scheduler
2
Click appointment
3
Change status to “Cancelled”
4
Save
Read Guide →
21
Reschedule An Appointment
1
From Dashboard, go to scheduler
2
Click an existing appointment on the scheduler
3
Change the date or time
4
Click "Save"
Read Guide →
22
Find Available Appointment
1
From the Dashboard, open Scheduler
2
Click any time
3
Set duration
4
Click “Find Available”
+2 more steps
Read Guide →
23
Schedule A Patient Appointment
1
From Dashboard, Go to Scheduler
2
On the left side, find the provider list
3
Click the provider name
4
Make sure you are on the correct date before scheduling
+4 more steps
Read Guide →
24
Register A New Patient and Insurance
1
From Dashboard, go to Patients
2
Click + Add New Patient on the top right
3
Fill out first and last name, DOB, and Gender
4
Click the "Insurances" Tab
+2 more steps
Read Guide →
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