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Users

2

Creating Users
Editing Users

Charge Entry

3

Creating Charges
Editing Charges
Understanding Dates of Service

Reporting Overview

1

Opening Reports

Schedule Overview

4

Navigating Dates
Opening the Scheduler
Understanding Schedule Views
Viewing Provider Schedules

Practice Setup

2

Billing Information
Practice Information

Patient Records

1

Creating a Patient

Insurance Setup

4

Adding an Insurance Company
Editing an Insurance Company
Insurance Company Identifiers
Payer IDs

Introduction to PHX

1

What is Phoenix?

Demographics

4

Address
Email Address
Marital Status
Phone Numbers

First-Time Setup

1

Setting Up Your Practice

Permissions

3

Assigning Permissions
Restricting Access
Understanding Permissions

Procedure Information

4

Charges and Fees
CPT Codes
Modifiers
Units

Providers

4

Adding Providers
Editing Providers
NPI Information
Provider Identifiers

Security

1

Security Best Practices

Diagnosis Information

1

ICD-10 Codes

Appointment Information

3

Appointment Statuses
Appointment Types
Providers

Insurance Companies

3

Adding Payers
Claim Settings by Payer
Payer IDs

Codes & Fees

4

Diagnosis Codes
Fee Schedules
Modifiers
Procedure Codes

Patient Insurance

1

Adding Insurance to a Patient

System Management

1

Administrative Settings

Provider Information

2

Referring Provider
Supervising Provider

Patient Notes & Alerts

2

Adding Patient Notes
Editing Patient Notes

Additional Billing Information

1

Place of Service

Scheduling Troubleshooting

2

Patient Does Not Appear in Scheduling
Provider Does Not Appear

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Physicians Software Solutions, Inc.

Physicians’ Software Solutions, Inc. has been building healthcare software since 1989. We develop billing and practice management tools for independent medical practices and professional billing services—with a focus on simpler workflows, better revenue visibility, and helping providers stay independent.

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