by Lauren | Apr 27, 2020 | Billing
support@pattrac.info This lesson describes how to create an claim batch for electronic claim processing. This is also referred to as creating an EDI batch, or EDI Claim files. Create a new Claim Batch 1. Navigate to the Billing Module 2. Select Create EDI Claim Files...
by Lauren | Mar 25, 2020 | Billing
support@pattrac.info This lesson describes how to manually enter and post payer/insurance payments and transactions. Enter the Payer Payment Entering payer payments can be split into two steps if desired. The first step will be to enter the check, or payment...
by Lauren | Mar 5, 2020 | Clinic
support@pattrac.info This lesson describes how to Maintain the Clinic Inventory specifically for vaccines/immunizations. Add a new vaccine to Clinic Inventory 1. Access the Clinic Inventory. In the left Navigation panel: Clinic > Maintenance > Clinic...
by Lauren | Mar 5, 2020 | Billing
support@pattrac.info This lesson describes how to apply a Patient Payment. Specifically, an payment that is “unapplied”. Locate & open the Patient Payment 1. Click the Billing module button 2. Click the Patient Payments menu item 3. Use the auto-filter...
by Lauren | Mar 5, 2020 | Clinic
support@pattrac.info This lesson describes how to import Immunization data from ImmuNet. Open the Patient’s record Locate the Patient using the Patient Search function. Double-click to open the patient’s record in a new tab. Update Immunization Data...
by Lauren | Mar 5, 2020 | Clinic
support@pattrac.info This lesson describes how to dispense a vaccine, then export to ImmuNet. Create the Immunization Order See lesson “Creating Medication Orders & Dispensing” for details on creating Orders during the patient Encounter. 1) Complete...
by Lauren | Jan 21, 2020 | Clinic
support@pattrac.info This lesson describes how to create Order Sets to use during patient encounters Create a New Order Set 1. Navigate to Clinic > Maintenance > Order Sets 2. Click the New icon to create a new Order Set 1. Give the Order Set a Name, or...
by Lauren | Jan 21, 2020 | Clinic
support@pattrac.info This lesson describes how to add Order Sets during an Encounter. Order Sets can be any order type, or a combination of types; medications, labs, referrals, etc. Adding a Medication Order set Open the patient’s Encounter screen. Click...
by Lauren | Aug 20, 2019 | Accounting
support@pattrac.info This lesson describes how to filter, sort and query FMIS data after it has been imported into PatTrac 2.0. 1. Click on the FMIS Accounting link to open imported FMIS records. 2. Use the column headings to filter and sort the data by any column. 3....
by Lauren | Aug 20, 2019 | Accounting
support@pattrac.info This lesson describes how to import a FMIS data file into PatTrac 2.0 Import a New File 1. Click “Accounting” in the left Navigation panel to open the Accounting module 2. Expand the FMIS Accounting folder and click FMIS Imports. The...
