This document will instruct users on how to navigate the upper tabs of the Funding Source record in the system. The screenshots in this document will use a Private Insurance funding source as an example, however, these instructions will apply to all funding source types.
Master Funding Sources
Once the Billing feature is enabled, a new button for Master Funding Sources will appear in the Settings tab. This list contains all unique funding sources a practice contracts with, across all of the practice’s agencies/offices.
General Banner
a. Save and close the Funding Source record.
b. Cancel unsaved changes and close the Funding Source record.
Service Banner
a. Save and close the Funding Source record.
b. Cancel unsaved changes and close the Funding Source record.
Credential Warnings Banner
a. Save and close the Funding Source record.
b. Cancel unsaved changes and close the Funding Source record.
c. Export to Excel
Notes & Issues Banner
a. Save and close the Funding Source record.
b. Cancel unsaved changes and close the Funding Source record.
c. Add a Note.
d. Remove a Note.
e. Add an attachment to a Note.
f. Remove an attachment from a Note
g. Access NPAForms.