Billing

In this section you will find documentation and videos related to the Billing/Invoice section of CrystalPM

Core Billing Trainings

Basic Billing Video Training

Editing The Bill Code Spreadsheet

Advanced Bill Training Guide.pdf

Advanced Billing PDF Guide

Advanced Billing Video Training

Filing Secondary Claims

Bill Codes Explained

Bill Codes Explained.pdf

Bill Codes Explained PDF

Admin - Billing Deep Dive

Invoices & Quotes

Creating an Invoice - Updated.pdf

How To Create, Edit, & Void Invoices

How to Create a Quote.pdf

How To Create Quotes

RESTORE VOIDED INVOICE.pdf

Restoring Voided Invoices

Credit Transfer.pdf

Credit Transfers Explained

Trizetto

Trizetto Setup Guide and Test Claim Creation.pdf

Trizetto Integration Guide

Trizetto SFTP Password.pdf

Updating the SFTP Password

WorldPay

Worldpay Integration Setup.pdf

WorldPay Integration Guide

Worldpay Hosted Payments Integration Guide.pdf

Linking WorldPay To The Patient Portal

TSYS

TSYS_CrystalPM_User_Guide.pdf

TSYS Integration Guide

TSYS Portal Payments Setup.pdf

Linking TSYS To The Patient Portal

Clover

Clover Integration Guide.pdf

Clover Integration Guide & Linking To The Patient Portal

VSP

VSP Integration Info Sheet

VSP Integration General Info.pdf
Credit Card Integration Payment Corrections.pdf

Credit Card Integration Payment Correction

Claims / CMS Forms

Adding the NDC to Claims.pdf

Adding NDC To Claims

CLIA Lab ID.pdf

Adding CLIA Lab ID

CMS Margins.pdf

CMS Margins Explained

Corrected Claims.pdf

How To Resubmit Correct Claims

Payment Transactions

835 import.pdf

835 Remit Importing

Applying Finance Charges.pdf

Applying Finance Charges

Eyemed Payment Posting.pdf

Eyemed Line Item Posting

Insurance Takeback.pdf

Insurance Takebacks

Insurance to Insurance Transfer.pdf

Insurance To Insurance Transfers

Patient to Insurance or Insurance to Patient transfers.pdf

Patient To Insurance Transfers

Printing Patient Statements

Printing Patient Statements.pdf
Tracking Employee Sales.pdf

Tracking Employee Sales

Good Faith Estimates Explained

Good Faith Estimates.pdf