End of Year Upskill

Provides the patient totals for each plan

• Insurance Carrier/Plan Financial Analysis

• Monthly Adjusted Receipts

• Practice Summary

Provides the patient totals for each plan

• Practice Summary

• Monthly Adjusted Receipts

• Insurance Carrier/Plan Financial Analysis

Figures are calculated in real time transactions and should be reviewed in the current month

• Insurance Carrier/Plan Financial Analysis

• Monthly Adjusted Receipts

• Practice Summary

Lists your referral sources, rankings and ratings, patient count, and financial statistics

• Service Office Summary

• Transaction Summary

• Aged Receivables

• Referral Dollar/Count

Lists all payments and adjustments entered, but not yet applied to specific charges

• Unapplied Payment/Adjustment

• Aged Receivables

• Credit Balance

Referral

• Open Ledger> Edit Charge>Extended>Referral Source.

• Open Ledger> Edit Charge>Extended>>Medical Authorization or Dental Authorization.

• Open Ledger> Edit Charge.

Authorization number

• Open Ledger> Edit Charge>Extended>>Medical Authorization or Dental Authorization.

• Open Ledger> Edit Charge.

• Open Ledger> Edit Charge>Extended>Referral Source.

Medical or dental ailment

• Open Ledger> Edit Charge>Extended>>Medical Authorization or Dental Authorization.

• Open Ledger> Edit Charge.

• Edit the procedure to ensure it is configured correctly. Tables>Procedure>Codes>.

If it is a Cloud customer calling, check to see if they have been updated yet to v10.0 under help>about. If not, advise them the Cloud team is managing the release and distribution for all Hosted clients. The Cloud servers are updated by the Cloud team on a scheduled basis which began 9/13/21 and are run weekly. DO ESCALATE

• False

• True

A limited roll-out for Winoms V10 will begin for On Premise customers ETA November 2021 for clients.

• True

• False