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Installing Phoenix
Install Phoenix, choose Server or Workstation, connect SQL Server when needed, and launch Phoenix for the first time.
Getting Started
Start here to learn the basics of PHX, including navigation, setup, terminology, and essential first steps
PHX Interface
Learn how to navigate PHX, understand screens, buttons, menus, status indicators, and common interface behavior.
Patients
Create, find, edit, and manage patient records, demographics, insurance information, notes, and related patient data.
Scheduling
Create and manage appointments, providers, locations, appointment statuses, cancellations, and schedule workflows
Charges & Billing
Enter and manage charges, procedure codes, diagnosis codes, modifiers, units, fees, and other information used to prepare claims for billing.
Insurance & Eligibility
Manage insurance policies, subscriber information, coverage order, eligibility verification, and payer responses.
Payments
Post and manage insurance and patient payments, adjustments, electronic remittance, denials, refunds, reversals, and unapplied balances.
Claims
Create, review, validate, correct, and manage claims throughout the billing process, including claim status, rebilling, and corrected claims.
Electronic Claims & Clearinghouse
Submit electronic claims, review clearinghouse responses, understand acknowledgments and rejections, and manage electronic claim transmission workflows.
Accounts Receivable & Follow-Up
Track outstanding balances, work aging accounts, follow up on unpaid claims and denials, document follow-up activity, and manage accounts receivable.
Reporting
Run and understand PHX reports for financial performance, accounts receivable, payments, patients, providers, insurance, productivity, and other practice activity.
Practice Configuration
Configure the core settings PHX uses for your practice, including providers, facilities, insurance companies, fee schedules, procedure codes, billing settings, and other practice-specific options.
Administration
Manage users, permissions, security, system settings, audit information, data-management functions, and other administrative tools within PHX.
Troubleshooting
Diagnose and resolve common PHX problems involving login, patients, scheduling, billing, claims, payments, printing, reports, performance, and other system behavior.
Medical Billing Reference
Learn the billing concepts, terminology, transaction types, claim formats, payer responses, and industry standards used throughout PHX and the medical billing process.
Frequently Asked Questions
Find quick answers to common questions about PHX features, workflows, billing processes, system behavior, and everyday software use.
PSS Support
Learn when and how to contact PSS Support, what information to provide, how remote support works, and when assistance may require billable technical support.
Error Message Reference
Find PHX error messages, warnings, validation messages, and system notifications, including what they mean, why they occur, and the steps used to resolve them.
Documentation for this topic is being prepared.
PHX Glossary
Look up PHX-specific terms, medical billing terminology, abbreviations, acronyms, transaction names, and other commonly used language.
Documentation for this topic is being prepared.
Statements & Patient Billing
Create and manage patient statements, review patient balances, control statement cycles, correct billing issues, and manage patient-responsibility workflows.