Laura M
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Articles
Recent activity by Laura M-
Processing A Refund for a Negative Balance
In this article, you'll learn how to refund a patient's negative balance in a few simple steps. Begin by navigating to the patient's billing. Take note of the negative balance disp...
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Managing Claims Attachments
This article will guide you through the process of managing claim attachments. These include images, perio charts, narratives, and others. Navigate to your claims center and open th...
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Change the Insurance Carrier on Insurance Plans and Archive Custom Carriers
In this tutorial, you'll learn how to change the insurance carrier on one or more insurance plans within Archy and archive insurance carriers as needed.wistia-player[media-id='s892vgqba9']:not(:def...
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Adding A Patient To The ASAP List Who Is Canceling An Appointment
In this article, you will learn how to add a patient to the ASAP list who is canceling their appointment. Note: This will not track the appointment as canceled in Archy. Double-click on the...
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Patient Communication Log
In this article, you'll learn how to view and manage a patient's communication log, where you can view all communication and view/delete upcoming automated messages. Step 1: Begin...
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Financial Summary Dashboard
The Financial Summary Dashboard provides a breakdown of each day showing gross production, insurance adjustments, net production, adjusted production, collection adjustments, insurance payments, pa...
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Appointment Hygienist
The hygienist assigned to the associated appointment.
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Custom Adjustments
In this article, you'll learn how to create and manage custom adjustments in Archy. Custom Adjustments is a great tool if you are looking to add a specific discount or charges relevan...
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Setting Up A Kiosk for Patient Forms
In this tutorial, we will guide you on how to configure your kiosk to send custom forms to your patients at your practice. For this, you need a device, such as a tablet, iPad, or desktop computer, ...
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Authenticate Your Email Domain
In this tutorial, we will guide you on how to authenticate your email domain with Archy. Archy mandates practices to use their own domain for sending emails to their patients. Internet Service Prov...