Finding Providers Attached to an Insurance Carrier

A user asks, “I need to remove a carrier but cannot because it’s attached to a provider.  But I don’t know which provider.  How am I able to list my carriers and their associated providers?” Maybe you also have encountered this message and wondered what to do...

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Peeking at Patient and Guarantor Balances

Life is less stressful when work flows smoothly and efficiently. Cutting even a few mouse clicks from repetitive tasks can be a blessing. This tip will demonstrate how to check your patient’s balance without opening the Ledger—and how to peek at the guarantor’s...

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