The changes made to the home page are designed to improve speed and prevent the system from erroring out. All the old buttons are available just in new locations. We also provided more shortcuts to the information you visit most often. This upgrade will be the first of many to come in the next few months.
Name Changes:
1) "Companies" is now called "Clients"
2) "Locations" is now called "Facilities"
3) "Payments" is now called "EOB Payments"
4) "Web" is now called "Web Payments"
5) "Reports" is now accessed through any of the report shortcuts on the bottom row.
New Shortcuts:
1) Imports - You can still go through the Import/Export button on the main menu. However, we have also added a shortcut on the top row of shortcuts next to "client".
2) Follow-Up - This shortcut is now to the "Aged Receivables by pay code" report. Run this report in "work mode" to be able to work the outstanding invoices.
3) Waystar - This is a shortcut to your Waystar url login.
4) Report Shortcuts - "Ops Report", "CPC/Rejections", "Transaction log", "End of Month"
Removed Shortcuts:
1) "Doctors" This can be found in the top menu under "System"
2) "Reports" You can either use any of the most frequently used reports in the bottom row or it can also be found in the top menu under "Systems"
Old Home Page:
New Home Page:
What moved where?