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ChartLogic WinPM Installation Guide
Dashboard
Practice Tables
Practice Tables Overview
Tables: Practice
Tables: Practice Sites
Tables: Facilities
Tables: Practice Providers
Tables: Diagnoses
Tables: Service Categories
Tables: Services
Tables: Service Macros
Tables: CAR Codes
Tables: EDI Receivers
Tables: Messages
Tables: Users
Tables: Medical Codes>HCPCS – RVU
Tables: Billing Account Types
Tables: Employers
Tables: Insurance Plan Groups
Tables: Insurance Plans
Tables: Patient Note Types
Tables: Referring Providers/Practices/Sites
Tables: Posting Periods
Scheduling Tables
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Appointment Categories
Appointment Types
Schedule Blocks
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Resource Sets
Patient Registration
Overview & Summary
Entering Co-pays
Updating Demographics
View Ledger
Patient Reports
Appointments/Encounters
Appointment Scheduling
Scheduling: Calendar Views
Scheduling: Date Navigation
Scheduling: Workflow Overview
Scheduling: Next Available
Scheduling: New Appointment
Scheduling: Change Appointment
Scheduling: Cancel Appointment
Scheduling: Delete Appointment
Scheduling Reports
Claims & Transactions
Batch Setup
Add Encounter
Enter Copay
Post Insurance Payments (Manual)
Post Insurance Payments (EDI Remittance)
Post Patient Payments
Closing Run
Prep Run
Review Prep Errors
Generate Claims (Paper)
Generate Claims (EDI)
Transfer EDI Files
Review Claim Errors
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Reports
Referral Report
Patient Appointment Report
Claim Adjustment Report (CAR codes)
General Navigation
Aging Report
Apply Credits
Closing Run Summary
Collection Payment Summary
Facility Report
Insurance Aging Report
Patient Roster Report
Primary Insurance Reimbursement Report
Recall Report
Service Reimbursement Report
Service Status Report
Tickle Note Report
Transaction Detail Report
Update Billing Account Types
Month End
Release Notes
WinPM Version 2.8.30.1
WinPM Version 2.8.31.0
WinPM Version 2.8.32.0
WinPM Version 2.8.32.3
WinPM Version 2.8.32.4
Version 3.1.0
Version 3.1.1
Version 3.1.3
Version 3.1.4
Version 3.2
Capitated Plans
Version 3.3
Version 3.31
Version 3.3.2
Version 3.4
WinPM 3.4 New Features
Version 3.5
Version 3.6
Version 3.7
Version 3.8
WinPM Version 2.8.29.0
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CL WinPM
Patient Registration
MBS | Main | Patient Regisitration
Overview & Summary
Entering Co-pays
Updating Demographics
View Ledger
Patient Reports
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