Un-Converted Match

Day/Client: filters screen by client and date of service. Shows clients that have unconverted appointments on their schedule.  Client/Day/Code: filters screen by client, date of service, and service code. Shows clients that have the same service codes that are in converted appointments.  Client/Day/Auth Group: filters screen by client, date of service, and authorization group. Shows …

Applied/Created

Applied: filters the payments based on the dates of when they were applied. Created: filters the payments based on the dates of when the billing entries were created.

Entry Status

Active Entries Only: filters the screen to show you billing entries that are active based on the date range you have selected Voided Entries: filters the screen to show you billing entries that were voided based on the date range you have selected Deleted Entries: filters the screen to show you billing entries that were …

Entry Added

Today: filters billing entries to show all billing entries added for the current date Yesterday: filters billing entries to show any that were added for the previous date Last 7 days: filters billing entries to show any entries added over the last 7 days This month: filters billing entries to show those that were added …

Preview Entry

Opens a pop-up window that provides users with the following tabs, (certain tabs will only appear if associated with that timesheet): Overview Entry ID: timesheet ID number Date of service: detailed summary of this timesheet Service: service code and description Payor: description of the payor on this timesheet Location: place of service for the timesheet …

Duplicates

Find Duplicates: all timesheets that are the same.