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Contact support

Dashboard

The Dashboard at a glance

Referral intake

Configure Referral Intake for your facility Create a new referral Intake Wizard Walkthrough Referral Intake — overview Referral status transitions (reference)Review the Fax Queue Use the referral detail panel

Patient management

Patient Management — overview Sync patient history with ZusHealth (TEFCA)

Visit wizard / EHR

APRN as a signature credential Complete the Wound Assessment (section 7)Document a visit offline How the Visit Wizard opens (route-on-arrival)How the signature timestamp prints on a signed note Note honesty guardrails Prescribe with DoseSpot (e-prescribing)Sign off on a visit with Provider Attestation (step 17)Use the LCD compliance status and review Visit Wizard overview Walk through a visit in the Visit Wizard Wound Cockpit overview

Fleet calendar

Create an appointment in the Fleet Calendar Fleet Calendar overview Manage your day as a clinician Review provider routes and export reports

Inventory

Inventory Management overview Look up FDA HCT/P recalls Main Inventory reference Manage products in the Product Catalog Reconcile vendor invoices in Accounts Payable Run bulk inventory workflows Specialty catalog tiles — Amniotic, Biologics, and Conservative Care Track Insurance Verification Requests (IVRs)

Orders & DME

Create a DME order Orders & DME overview

Billing

AR Aging and Reports Center reference Billing Operations overview CMS-1500 and 837P fields Charge Master and the $0.00 claim guard How Medipyxis validates ICD-10 diagnosis codes Manage claim denials and appeals PTAN and payer enrollment Post and reconcile ERAs from Stedi Retired CPT guard Review coding with the Coding Review drawer Stedi Actions Inbox Submit a claim The claim scrubber Timely filing windows Verify insurance eligibility (270/271)Work the Billing Work Queue and submit claims

CRM

CRM overview Work with a practice detail record

Business development

AI Route Suggestions Business Development overview Log a call or in-person visit

Oversight cockpit

Financial Performance section reference Oversight Cockpit overview

HR & compliance

Add a new employee HR & Compliance overview Monitor credentials and license expiry Post and manage announcements

Team chat

Team Chat overview

Facilities

Facilities reference

More & fax

Compose and send an outbound fax File a received fax to a patient chart More (Fax) overview

Help / Modules / CRM

CRM

2 articles in this module.

CRM overview

concept · 3 min

Work with a practice detail record

how-to · 4 min

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