Find Service Line

 Home tab > Find

1.   Click on the ‘Find’ drop-down arrow and select ‘Find Service’.

2.   Enter patient name or other data in filter box and patient data will be displayed. Click on any column heading to sort data.

3.   Click on ‘Open’ or double click to open the service line information.

Other Actions

Right clicking item(s) in the list will pop up a menu allowing you to select one of the following actions:

•    Select All – Select all the items currently showing in the grid.

•    Write Off Selected Service Lines(s) – Will add an adjustment to each non-zero balance service line effectively zeroing out the claim balance.

•    Set Responsible Party – This allows you to change the responsible party on the service line.