Data Entry Guidelines
Programmable Function Keys
Tip of the Day
Tool Tips
Glossary of Terms
Tool Tips
Reporting Toolbar - Overview
Report Writer - Toolbar
Toolbar
Field Description - Transaction Code
Payment Entry - Entering a Rebill Transaction
Payment Entry - Entering an Adjustment Transaction
Glossary of Terms
Glossary of Terms
Field Description - Console Item Type
Field Description - Action Type
Field Description - Action Message Type
Field Description - Type of Service Code
Glossary of Terms
Unbilled Claims Listing Instructions
Unbilled Claims Listing Sample
Import Charges Suspend Letters Instructions
ATB Category RVU Report Instructions
Referral Report Instructions
Referral Authorization Audit Report Instructions
Financial Detail Report Instructions
Financial Audit Journal Instructions
Financial Summary Report Instructions
Group RVU Report Instructions
Location RVU Report Instructions
Locations List Instructions
Patient Appointment Forms Instructions
Provider List Instructions
Provider RVU Report Instructions
Patient Letter Writer Instructions
Selected Letter Writer Instructions
Next Appointment Labels Instructions
Scheduling - Reschedule Appointments Report Instructions
Scheduling Day Sheets Instructions
Department List Instructions
Relationship List Instructions
Import Charges Suspend Letters Instructions
ATB Category RVU Report Instructions
Referral Report Instructions
Referral Authorization Audit Report Instructions
Financial Detail Report Instructions
Financial Audit Journal Instructions
Financial Summary Report Instructions
Group RVU Report Instructions
Location RVU Report Instructions
Locations List Instructions
Patient Appointment Forms Instructions
Provider List Instructions
Provider RVU Report Instructions
Patient Letter Writer Instructions
Selected Letter Writer Instructions
Next Appointment Labels Instructions
Scheduling - Reschedule Appointments Report Instructions
Scheduling Day Sheets Instructions
Department List Instructions
Relationship List Instructions
Field Description - Provider Prevent Autobill
Field Description - Provider Suffix
Field Description - Provider First Name
Field Description - Provider Last Name
Field Description - Provider Title
Field Description - Charge Entry Preference Add UB-04
Field Description - Charge Entry Billing Code
Field Description - Insurance Set EMC Table ID
Field Description - Insurance Set Payor ID
Field Description - Race Code
Field Description - Race Description
Field Description - Language Code
Field Description - Language Description
Field Description - Ethnicity Code
Field Description - Ethnicity
Delete Services Flagged As Deleted
Clear Patient Payments YTD
Referral Authorizations Purge
Referral Status Expiration Update
Transaction Summary Reset
Financial Records Reset
Rebuild Diagnosis Description Link Search Cross Reference File
Rebuild Patient Address Link Search Cross Reference File
Rebuild Aging Workfile
Specify Patient Rebuild Types
Rebuild Social Security Search Cross Reference File
Rebuild Location Name Link Search Cross Reference File
Rebuild Credit Message Action Search Cross Reference File
Rebuild Provider Number Link Search Cross Reference File
Rebuild Family Search Cross Reference File
Rebuild Procedure Link Search Cross Reference
Update Appointment Demographics
Rebuild All Cross Reference Files
Rebuild Patient Date of Birth Link Search Cross Reference File
Rebuild Patient Name Link Search Cross Reference File
Rebuild All Patient Search Cross Reference File
Rebuild Patient Certificate Number Search Cross Reference File
Rebuild Provider Name Link Search Cross Reference File
Rebuild Referral Name Link Search Cross Reference File
Rebuild Patient Letter Workfile
Rebuild Schedule Workfile
Rebuild Semantic Cross Reference Files Menu
Rebuild Credit Message Action Cross Reference
Specify Patient User Definable Types
Rebuild Patient Employer Link Search Cross Reference File
Create Insurance Addendum Records
Rebuild Social Security Number Cross Reference
Rebuild All Patient User Definable Fields Search Cross Reference File
Rebuild Insurance Name Link Search Cross Reference File
Rebuild Missing Appointment Workfile
Rebuild New Patient Appointment Search File
Rebuild Alternate Procedure Cross Reference
Rebuild Family Cross Reference
Build Basic Search Files
Rebuild Missing Encounter Workfile
Rebuild Employer Name Link Search Cross Reference File
Rebuild Billing Reference Number Search Cross Reference File
Patient File Check
Financial Analysis File Maintenance
Service Message Tracking
Document Template Manager
Miscellaneous Tracking
Screen Tracking
Patient Tracking
Patient User-Defined Alpha Field Maintenance
Patient User-Defined Numeric Field Maintenance
Patient Letters Remove Template
Patient Letters Create Template
Import Charges Suspend Letters Instructions
ATB Category RVU Report Instructions
Referral Report Instructions
Referral Authorization Audit Report Instructions
Patient Letters Print Sample
Contractual Receipts Report Sample
Financial Detail Report Instructions
Financial Audit Journal Instructions
Financial Summary Report Instructions
Group RVU Report Instructions
Location RVU Report Instructions
Locations List Instructions
Patient Appointment Forms Instructions
Provider List Instructions
Provider RVU Report Instructions
Patient Letter Writer Instructions
Selected Letter Writer Instructions
Next Appointment Labels Instructions
Scheduling - Reschedule Appointments Report Instructions
Scheduling Day Sheets Instructions
Clear Month Year To Date Totals Report Sample
Clear Audit Journal By Reversal Date Report Sample
Department List Instructions
Relationship List Instructions
Import Charges Suspend Letters Instructions
ATB Category RVU Report Instructions
Referral Report Instructions
Referral Authorization Audit Report Instructions
Financial Detail Report Instructions
Financial Audit Journal Instructions
Financial Summary Report Instructions
Group RVU Report Instructions
Location RVU Report Instructions
Locations List Instructions
Patient Appointment Forms Instructions
Provider List Instructions
Provider RVU Report Instructions
Patient Letter Writer Instructions
Selected Letter Writer Instructions
Next Appointment Labels Instructions
Scheduling - Reschedule Appointments Report Instructions
Scheduling Day Sheets Instructions
Department List Instructions
Relationship List Instructions
Patient Letters Print Sample
Contractual Receipts Report Sample
Clear Month Year To Date Totals Report Sample
Clear Audit Journal By Reversal Date Report Sample
Import Charges Suspend Letters Instructions
ATB Category RVU Report Instructions
Referral Report Instructions
Referral Authorization Audit Report Instructions
Financial Detail Report Instructions
Financial Audit Journal Instructions
Financial Summary Report Instructions
Group RVU Report Instructions
Location RVU Report Instructions
Locations List Instructions
Patient Appointment Forms Instructions
Provider List Instructions
Provider RVU Report Instructions
Patient Letter Writer Instructions
Selected Letter Writer Instructions
Next Appointment Labels Instructions
Scheduling - Reschedule Appointments Report Instructions
Scheduling Day Sheets Instructions
Department List Instructions
Relationship List Instructions
RVU Reports Menu
Delete Services Flagged As Deleted
Clear Patient Payments YTD
INSight Support Parameter Maintenance Menu
INSight Support Scheduling Menu
INSight Support Import Export Menu
INSight Support Security Menu
INSight Support Licensing Menu
INSight Support User-Defined Fields Menu
Referral Authorizations Purge
Referral Authorizations Menu
Referral Status Expiration Update
Managed Care Menu
Transaction Summary Reset
Financial Analysis Resets Menu
Financial Analysis File Maintenance Menu
Financial Records Reset
Financial Analysis File Maintenance
Rebuild Diagnosis Description Link Search Cross Reference File
Rebuild Patient Address Link Search Cross Reference File
Service Message Tracking
Document Template Manager
Rebuild Aging Workfile
Specify Patient Rebuild Types
Rebuild Social Security Search Cross Reference File
Rebuild Semantic Cross Reference Files Location Menu
Rebuild Location Name Link Search Cross Reference File
Rebuild Workfiles Menu
Rebuild Credit Message Action Search Cross Reference File
Rebuild Provider Number Link Search Cross Reference File
Rebuild Family Search Cross Reference File
Rebuild Semantic Cross Reference Files Diagnosis Menu
Rebuild Procedure Link Search Cross Reference
Update Appointment Demographics
Rebuild All Cross Reference Files
Rebuild Patient Date of Birth Link Search Cross Reference File
Rebuild Patient Name Link Search Cross Reference File
Miscellaneous Cross References Menu
Rebuild All Patient Search Cross Reference File
Rebuild Patient Certificate Number Search Cross Reference File
Build Local Search Files Menu
Rebuild Provider Name Link Search Cross Reference File
Rebuild Referral Name Link Search Cross Reference File
Rebuild Patient Letter Workfile
Rebuild Schedule Workfile
Rebuild Semantic Cross Reference Files Menu
Rebuild Credit Message Action Cross Reference
Rebuild Semantic Cross Reference Files Insurance Menu
Specify Patient User Definable Types
Rebuild Patient Employer Link Search Cross Reference File
Create Insurance Addendum Records
Rebuild Semantic Cross Reference Files Referral Menu
Rebuild Social Security Number Cross Reference
Rebuild All Patient User Definable Fields Search Cross Reference File
Rebuild Semantic Cross Reference Files Patient Menu
Rebuild Insurance Name Link Search Cross Reference File
Miscellaneous Tracking
Rebuild Missing Appointment Workfile
Rebuild New Patient Appointment Search File
Rebuild Semantic Cross Reference Files Billing Menu
Rebuild Alternate Procedure Cross Reference
Rebuild Family Cross Reference
Build Basic Search Files
Rebuild Missing Encounter Workfile
Screen Tracking
Rebuild Semantic Cross Reference Files Provider Menu
Rebuild Semantic Cross Reference Files Employer Menu
Rebuild Employer Name Link Search Cross Reference File
Patient Tracking
Rebuild Semantic Cross Reference Files Procedure Menu
Rebuild Billing Reference Number Search Cross Reference File
Patient Letters Remove Template
Patient Letters Create Template
Patient User-Defined Alpha Field Maintenance
Patient User-Defined Numeric Field Maintenance
Patient File Check
Delete Services Flagged As Deleted
Clear Patient Payments YTD
Referral Authorizations Purge
Referral Status Expiration Update
Transaction Summary Reset
Financial Records Reset
Rebuild Diagnosis Description Link Search Cross Reference File
Rebuild Patient Address Link Search Cross Reference File
Rebuild Aging Workfile
Specify Patient Rebuild Types
Rebuild Social Security Search Cross Reference File
Rebuild Location Name Link Search Cross Reference File
Rebuild Credit Message Action Search Cross Reference File
Rebuild Provider Number Link Search Cross Reference File
Rebuild Family Search Cross Reference File
Rebuild Procedure Link Search Cross Reference
Update Appointment Demographics
Rebuild All Cross Reference Files
Rebuild Patient Date of Birth Link Search Cross Reference File
Rebuild Patient Name Link Search Cross Reference File
Rebuild All Patient Search Cross Reference File
Rebuild Patient Certificate Number Search Cross Reference File
Rebuild Provider Name Link Search Cross Reference File
Rebuild Referral Name Link Search Cross Reference File
Rebuild Patient Letter Workfile
Rebuild Schedule Workfile
Rebuild Semantic Cross Reference Files Menu
Rebuild Credit Message Action Cross Reference
Specify Patient User Definable Types
Rebuild Patient Employer Link Search Cross Reference File
Create Insurance Addendum Records
Rebuild Social Security Number Cross Reference
Rebuild All Patient User Definable Fields Search Cross Reference File
Rebuild Insurance Name Link Search Cross Reference File
Rebuild Missing Appointment Workfile
Rebuild New Patient Appointment Search File
Rebuild Alternate Procedure Cross Reference
Rebuild Family Cross Reference
Build Basic Search Files
Rebuild Missing Encounter Workfile
Rebuild Employer Name Link Search Cross Reference File
Rebuild Billing Reference Number Search Cross Reference File
Patient File Check
Financial Analysis File Maintenance
Service Message Tracking
Document Template Manager
Miscellaneous Tracking
Screen Tracking
Patient Tracking
Patient User-Defined Alpha Field Maintenance
Patient User-Defined Numeric Field Maintenance
Patient Letters Remove Template
Patient Letters Create Template
RVU Reports Menu
INSight Support Parameter Maintenance Menu
INSight Support Scheduling Menu
INSight Support Import Export Menu
INSight Support Security Menu
INSight Support Licensing Menu
INSight Support User-Defined Fields Menu
Referral Authorizations Menu
Managed Care Menu
Financial Analysis Resets Menu
Financial Analysis File Maintenance Menu
Rebuild Semantic Cross Reference Files Location Menu
Rebuild Workfiles Menu
Rebuild Semantic Cross Reference Files Diagnosis Menu
Miscellaneous Cross References Menu
Build Local Search Files Menu
Rebuild Semantic Cross Reference Files Insurance Menu
Rebuild Semantic Cross Reference Files Referral Menu
Rebuild Semantic Cross Reference Files Patient Menu
Rebuild Semantic Cross Reference Files Billing Menu
Rebuild Semantic Cross Reference Files Provider Menu
Rebuild Semantic Cross Reference Files Employer Menu
Rebuild Semantic Cross Reference Files Procedure Menu
Field Description - Provider Prevent Autobill
Field Description - Provider Suffix
Field Description - Provider First Name
Field Description - Provider Last Name
Field Description - Provider Title
Field Description - Charge Entry Preference Add UB-04
Field Description - Charge Entry Billing Code
Field Description - Insurance Set EMC Table ID
Field Description - Insurance Set Payor ID
Field Description - Race Code
Field Description - Race Description
Field Description - Language Code
Field Description - Language Description
Field Description - Ethnicity Code
Field Description - Ethnicity
RVU Reports Menu
INSight Support Parameter Maintenance Menu
INSight Support Scheduling Menu
INSight Support Import Export Menu
INSight Support Security Menu
INSight Support Licensing Menu
INSight Support User-Defined Fields Menu
Referral Authorizations Menu
Managed Care Menu
Financial Analysis Resets Menu
Financial Analysis File Maintenance Menu
Rebuild Semantic Cross Reference Files Location Menu
Rebuild Workfiles Menu
Rebuild Semantic Cross Reference Files Diagnosis Menu
Miscellaneous Cross References Menu
Build Local Search Files Menu
Rebuild Semantic Cross Reference Files Insurance Menu
Rebuild Semantic Cross Reference Files Referral Menu
Rebuild Semantic Cross Reference Files Patient Menu
Rebuild Semantic Cross Reference Files Billing Menu
Rebuild Semantic Cross Reference Files Provider Menu
Rebuild Semantic Cross Reference Files Employer Menu
Rebuild Semantic Cross Reference Files Procedure Menu
Delete Services Flagged As Deleted
Clear Patient Payments YTD
Referral Authorizations Purge
Referral Status Expiration Update
Transaction Summary Reset
Financial Records Reset
Rebuild Diagnosis Description Link Search Cross Reference File
Rebuild Patient Address Link Search Cross Reference File
Rebuild Aging Workfile
Specify Patient Rebuild Types
Rebuild Social Security Search Cross Reference File
Rebuild Location Name Link Search Cross Reference File
Rebuild Credit Message Action Search Cross Reference File
Rebuild Provider Number Link Search Cross Reference File
Rebuild Family Search Cross Reference File
Rebuild Procedure Link Search Cross Reference
Update Appointment Demographics
Rebuild All Cross Reference Files
Rebuild Patient Date of Birth Link Search Cross Reference File
Rebuild Patient Name Link Search Cross Reference File
Rebuild All Patient Search Cross Reference File
Rebuild Patient Certificate Number Search Cross Reference File
Rebuild Provider Name Link Search Cross Reference File
Rebuild Referral Name Link Search Cross Reference File
Rebuild Patient Letter Workfile
Rebuild Schedule Workfile
Rebuild Semantic Cross Reference Files Menu
Rebuild Credit Message Action Cross Reference
Specify Patient User Definable Types
Rebuild Patient Employer Link Search Cross Reference File
Create Insurance Addendum Records
Rebuild Social Security Number Cross Reference
Rebuild All Patient User Definable Fields Search Cross Reference File
Rebuild Insurance Name Link Search Cross Reference File
Rebuild Missing Appointment Workfile
Rebuild New Patient Appointment Search File
Rebuild Alternate Procedure Cross Reference
Rebuild Family Cross Reference
Build Basic Search Files
Rebuild Missing Encounter Workfile
Rebuild Employer Name Link Search Cross Reference File
Rebuild Billing Reference Number Search Cross Reference File
Patient File Check
Delete Services Flagged As Deleted
Clear Patient Payments YTD
Referral Authorizations Purge
Referral Status Expiration Update
Transaction Summary Reset
Financial Records Reset
Rebuild Diagnosis Description Link Search Cross Reference File
Rebuild Patient Address Link Search Cross Reference File
Rebuild Aging Workfile
Specify Patient Rebuild Types
Rebuild Social Security Search Cross Reference File
Rebuild Location Name Link Search Cross Reference File
Rebuild Credit Message Action Search Cross Reference File
Rebuild Provider Number Link Search Cross Reference File
Rebuild Family Search Cross Reference File
Rebuild Procedure Link Search Cross Reference
Update Appointment Demographics
Rebuild All Cross Reference Files
Rebuild Patient Date of Birth Link Search Cross Reference File
Rebuild Patient Name Link Search Cross Reference File
Rebuild All Patient Search Cross Reference File
Rebuild Patient Certificate Number Search Cross Reference File
Rebuild Provider Name Link Search Cross Reference File
Rebuild Referral Name Link Search Cross Reference File
Rebuild Patient Letter Workfile
Rebuild Schedule Workfile
Rebuild Semantic Cross Reference Files Menu
Rebuild Credit Message Action Cross Reference
Specify Patient User Definable Types
Rebuild Patient Employer Link Search Cross Reference File
Create Insurance Addendum Records
Rebuild Social Security Number Cross Reference
Rebuild All Patient User Definable Fields Search Cross Reference File
Rebuild Insurance Name Link Search Cross Reference File
Rebuild Missing Appointment Workfile
Rebuild New Patient Appointment Search File
Rebuild Alternate Procedure Cross Reference
Rebuild Family Cross Reference
Build Basic Search Files
Rebuild Missing Encounter Workfile
Rebuild Employer Name Link Search Cross Reference File
Rebuild Billing Reference Number Search Cross Reference File
Patient File Check
Financial Analysis File Maintenance
Service Message Tracking
Document Template Manager
Miscellaneous Tracking
Screen Tracking
Patient Tracking
Patient User-Defined Alpha Field Maintenance
Patient User-Defined Numeric Field Maintenance
Patient Letters Remove Template
Patient Letters Create Template
Patient Letters Remove Template
Patient Letters Create Template
Understanding and Linking Record Tables
Data Dictionary Overview
Glossary of Terms
Field Description - Console Item URL
Field Description - User ID
Field Description - Operator Number
Sign On
Field Description - Action User
Glossary of Terms
Field Description - User Number