Accounting & Reporting
Accounts Overview
- Accounts Overview
- Sales Dashboard
- Expenses
- Distributions
- Journal
- Reconciliation
- AIR Claiming
- Viewing Payment Reports
Claiming
Reconciliation
- Provider Bank Accounts
- Practice-Level Bank Accounts
- Reconciliation - details regarding filtering, adjustments, etc. are all found within the one article.
- How do I Create a New Adjustment?
Reporting Overview
Financial Reporting
Clinical Reporting
- Patient & Population Health - includes details regarding patient demographics, surgeries, immunisations & referrals
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