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Admin
Admin
Getting started with Admin
- Introducing PatientPay Admin
- Login
- Multi-factor Authentication (MFA)
- Reset Password
- Searching for Patients, Bills and Transactions
- Viewing Guarantor/Patient Details
- Viewing a Bill's Details
- Capturing Payment for Bills
- Viewing Transaction Details
- Using the Analytics Dashboard
- Using Create Payment for Time-of-Service or Bill Payments
- Using Insurance Payments
- Using Cash Register
- Managing Users, Roles and Permissions
- Managing Account Settings in Admin
- Accessing the Knowledge Base in Admin
Config
- Using Admin Configuration
- Configuring Partners
- Configuring Organizations for a Partner
- Configuring Partner Ingestion Settings
- Configuring Partner Payment Settings
- Configuring Partner Communication Settings
- Configuring Partner Branding Settings
- Configuring Organizations
- Configuring Organization Information Settings
- Configuring Organization Ingestion Settings
- Configuring Organization Dunning Settings
- Configuring Organization Payments Settings
- Configuring Organization Communication Settings
- Configuring Organization Recon Settings
- Configuring Organization Patient Experience Settings
Reports
- Using Admin Reports
- Using the Bill Summary Report
- Using the Daily Activity Summary Report
- Using the Payment Plan Report
- Using the Transaction Report
- Using the Estimated Notification Report
- Using the Invalid Email and Text Report
- Using the Opt-Out Report
- Using the Patient Click Through Report
- Using the Text Response Report
- Using the Ingestion Report
- Using the Print Job Report
- Using the Recon Report