Josie Fidalgo
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Activity overview
Latest activity by Josie Fidalgo-
Josie Fidalgo created an article,
Logging into PencilThat
In order to log into PencilThat, you'll first need to be invited by the clinic. Once you've been invited and you've registered yourself you'll want to go to https://pencilthat.com/login Enter your...
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Josie Fidalgo created an article,
Post Claim Payment in the Patient Profile
InnoCare users can now post a payment to a claim directly from the patient profile instead of Open Payer Accounts! You can do this from the patients record and payer tab: Right-click on the claim ...
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Josie Fidalgo created an article,
Johnson Inc - "Failed to retrieve message payload" error.
Have you ever run into this error and were unsure what to do? This error occurs when the referred by in the treatment plan is anyone but an MD. The referred by must be a physician in order for t...
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Josie Fidalgo created an article,
Client Query
The client query has many uses - it can give you a simple list of all the patients in your organization (as well as their demographic information), it can be used to gather emails to export to your...
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Josie Fidalgo created an article,
Telus: Fee Codes
Here is a list of the most commonly used fee codes: 1.xx.12.JJ - Treatment/Intervention Massage, using external manual technique (Assessments/Treatments) 1.ZX.10.HA - Acupuncture, multiple body sit...
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Josie Fidalgo created an article,
Assigning Compensation when Charging an Appointment/Product
Users can now assign compensation to providers through the Charge Procedure window. This article will walk you through the process and also show you how to run a report to see who the appointment p...
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Josie Fidalgo created an article,
Booking an Appointment (PencilThat)
To book an appointment through PencilThat you'll need to go to https://pencilthat.com/login Log in to your account: Once you are logged in you'll see any upcoming appointments located on the lef...
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Josie Fidalgo created an article,
Completing the End of Day
Once you have completed all 5 steps and selected next or done, InnoCare will ask if you would like to print the EOD report. Select yes - a preview of this report will pop up. It is not recommended ...
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Josie Fidalgo created an article,
Financial Summary
The final report to view is the Financial Summary. This report will show all transactions that have been added to InnoCare and the status of the transactions. For OHIP, you can use this report to m...
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Josie Fidalgo created an article,
Payment Summary
Now that all the charges have been confirmed, we move on to the Payment Summary. The payment summary will give us a breakdown of all payments that were accepted throughout the day. Any discrepancie...