Julie R.
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Activity overview
Latest activity by Julie R.-
Julie R. created an article,
How to create a billing folder shortcut
When creating Electronic Claims, a window will generate showing where claims were sent. This is the file you will upload your claims from, to the clearing house. *If this is the first time genera...
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Julie R. created an article,
New Years update 2023
New Year's 2023 Update Client Wide Enhancements The Daysheet Report has a NEW look and will now run for a date range!! Online Scheduling will now work with Schedule Exception Ranges. No need to ...
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Julie R. created an article,
3-year introductory rate for Katana clients
The 3-year introductory rate for Katana clients Support has been notified that the 3-year introductory time frame for some Katana clients comes to an end on Jan 1st, 2023. This means that the i...
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Julie R. created an article,
The Day Sheet Report
The Enhanced Day Sheet Report The Day Sheet displays the office flow for the specific date range selected. Charges added to a patient's account, Patient/Payer payments received, write-off totals, r...
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Julie R. created an article,
Communications Tab- CoAction Communicate/Marketing Clients
Communications Tab Communications Tab within a Patient file is a new feature for our clients on the CoAction Communicate and Marketing platforms. If you are not currently on one of those platforms ...
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Julie R. created an article,
Completed Action Items Report
The Action Items report is exclusive to CoAction Communicate/Marketing Clients This report will show a list of Completed Tasks logged from the Action Items Task List Manager inside the Action Ite...
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Julie R. created an article,
How to generate an Email containing an Attachment?
This feature is exclusive to our CoAction Communicate/Marketing clients. If you are not currently on one of those platforms but, would like to learn more, please reach out to support. To create a...
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Julie R. created an article,
Action Items
Action Items Action Items is a new feature for our clients on the CoAction Communicate and Marketing platforms. If you are not currently on one of those platforms but, would like to learn more, ple...
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Julie R. created an article,
Patient Review Configuration Settings and Utilization
Patient Reviews Patient Reviews is a new feature for our clients on the CoAction Communicate and Marketing platforms. If you are not currently on one of those platforms but, would like to learn m...
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Julie R. created an article,
Support is Closed for Independence Day!
Support will be closed Monday, July 4th, 2022 Please contact support by the E.O.B on Friday, July 1st, 2022 if you have an urgent issue that needs to be addressed. Support will resume normal b...