InSync Help

Opera Bug

Contents | Index

• InSync Help Manual
  • Log-in and Navigation
    • Log-in
      • Username and Password
      • Facility Choice
      • Clocking In/Clocking Out
      • Access Restriction
      • Changing Login Password
      • Session Timeout Pop Up
    • Navigation
      • Information Bar
      • Icon Navigation
      • Menu Bar Navigation
  • Dashboard
    • Clinical Dashboard
      • To Dos
      • Messaging
    • PM Dashboard
  • Consumers
    • Consumer Search
      • Performing a Consumer Search
    • Adding a New Consumer
      • Consumer Details
        • Scanning Cards Using Medicscan Connect
        • Scanning Cards Using Camera 
      • Contact Details
      • Billing Details
      • Employer/School Details
      • Adding a Consumer Photo
      • Saving Consumer Information
      • Deactivating a Consumer
      • Recording Consumer’s Status as Deceased
    • Creating Consumer Groups
      • Searching Consumer Groups
      • Copying Consumer Groups
    • Consumer Ribbon
      • Consumer Details
      • Insurance Details
      • To Dos
      • Consumer Notes
      • Printing Consumer Notes
      • Consumer Notes Report
      • Exporting Consumer Notes
    • Consumer Additional Information
      • Alternate Address
      • Next of Kin
      • Guarantor
      • Emergency Contact
    • Insurance
      • Adding Insurance Information
      • Verifying Consumer Eligibility
      • Viewing Authorization Details
      • Inactivating/Reactivating a Policy
      • Attaching a Document
      • Adding a Secondary Insurance
      • Adding an Image of the Consumer’s Insurance Card
      • Adding a Payer to the System
    • Consumer Financials
      • Viewing Consumer Financials
  • Billing
    • New Charge 
      • Claim Status
      • Consumer Information
      • Additional Claim Information
      • UB04: Additional Claim Information
      • Line Item Details
      • Validating & Scrubbing a Claim
      • Saving & Generating a Claim
      • Searching for a Claim
      • Performing a CPT Search
      • Printing Workers Compensation Board (WCB) Forms
    • Claims Processing
      • Transmitting Batch Claims
      • Scrubbing Claims
      • Printing Batch Claims
      • Submitting Batch Claims
      • Transmitting Paper Claims
    • Claim Editing & Rebilling
      • Claim Status
      • Editing an Unsubmitted Claim
      • Working Rejected Claims & Rebilling
      • Batch Rebill
      • Resubmission
    • Batch Payments
      • Creating a New Batch
      • Adding EOBs to Batch
      • Adding Claims to EOBs and posting payments
      • Searching for a Batch
    • ERAs 
      • Viewing ERAs
      • Printing an ERA
      • Posting Payments from ERAs
      • Printing Claims Individually
    • Payment Posting
      • Search Claim
      • Payments Screen Functionality
      • Modifying Payments
      • Deleting Payments
      • Manually Posting Payments
      • Quick Post
      • Unapplied Credits
      • Transferring a Payment
      • Writing-Off a Balance
      • Refunding a Payment
      • Recouping a Payment
      • Posting Negative Payments for Manual Payments
      • Writing-Off Multiple Balances
      • Printing a Payment
      • Transferring Consumer Unapplied Credit
    • Online Payment Log
    • Payment Receipt
      • Collecting Consumer Payment
      • Searching for Receipts
      • Editing Receipts
      • Voiding Receipts
    • Consumer Statements
      • Searching Consumer Statements
      • Consumer Statement Functionality
      • Faxing Consumer Statements
      • Printing Consumer Statements
      • Transmitting Consumer Statements
    • Batch Eligibility
      • Automating Batch Eligibility Process
  • Reports
    • Consumer Reports
      • Advanced Consumer List
      • Consumer List
      • Financial Summary
    • Utilization Reports
      • Diagnosis Utilization
      • NDC Utilization
      • Procedure Utilization
      • Sticky Note Report
    • Financial Reports
      • A/R Detail Reports
      • A/R Follow Up Reports
      • A/R Summary Reports
      • A/R Variance Reports
    • Aging Reports
      • Aging Reports
      • Outstanding Balance Reports
      • Procedure Aging Report
    • Payer Reports
      • Financial by Insurance Company Report
      • Projected Charges Report
    • Reconciliation Reports
      • Bank Deposit Summary Report
      • Charge Activity Report
      • Co Payment Report
      • Daily Charges Report
      • Daily Payments Report
        • Daily Payments Report
        • Consumer Payment Deposit Slip
        • Insurance Payment Deposit Slip
      • Daily Reconciliation Report
      • Denial Analysis Report
      • Deposit Slip Report
      • Detailed Payment Report
      • Outstanding Balance Report
      • Payment Activity Report
      • Rejection Analysis Report
      • Unapplied Credit Report
      • Write-Off Report
    • Billing Reports
      • Authorization Report
      • Claim Submission Report
      • Pending Charges Report
      • Production Summary Report
      • Void Report
  • Administration
    • Agency Management
      • Updating Agency Details and Contact Details
      • Agency Default Settings
      • UB Claim Defaults
      • Security Settings
      • Access Settings
      • Time Card Settings
      • Card Scanner Settings
    • CPT
      • Configuring Rendering Agency Favorite CPT Codes List
      • Configuring Agency Favorite CPT Codes List
      • Configuring CPT Macros
    • Facility Management
      • Adding a New Facility
      • Editing a Facility
      • Inactivating a Facility
      • Reactivating a Facility
      • Mapping a Facility
    • Fee Schedules
      • Fee Schedule Functionality
      • Searching for a Fee Schedule
      • Adding a CPT Fee Schedule
      • Inactivating a Fee Schedule
      • Editing a Fee Schedule
      • Payer-Specific Fee Schedules
    • Insurance Management
      • Adding a New Payer ID
      • Searching for a Payer ID
      • Configuring a Referral Number
    • Master Maintenance
      • Configuring Claim Attributes, Consumer Category, Relathionship, and so on
    • Resource Management
      • Adding a New User
      • Payer Rules
      • Mapping Insurances to Providers (Rendering Credentials)
      • Editing a User
      • Viewing Privileges
      • Consumer Record Access
      • Inactivating a User
      • Reactivating a User
    • Roles/Permissions
      • Assigning Modules
      • Managing Privileges
      • Adding a New Role
      • Editing a Role
    • Configuring Consumer Demographics
    • To Do Configuration
    • Charge Template
      • Searching for a Template
    • ERA Adjustment Code Configuration
    • Financial Year/Period
      • Configuring Financial Year/Period
    • Payer Category
    • Printer Settings
    • Rule Category
    • Rule Engine Configuration
    • Rule Hold Reason
  • Tools
    • Document Manager
      • Directories
        • Adding New Folders
        • Adding Subfolders
        • Renaming Folders
        • Assigning User Permission
        • Adding a File
        • Searching for a File
        • Faxing a File
        • Renaming a File
        • Deleting a File
        • Printing a File
      • Medical Transcription
        • Editing New MT Files
        • Mapping and Importing Unmapped Files
        • Reimporting Succeeded Files
      • Consumer Care Records
        • Uploading CCD, C-CDA, and CCR Documents
      • RCM
    • My Time Card
      • Viewing Time Card/Adding Comments to Time Card Entries
    • Time Card Manager
      • Updating Time Card Entries

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