In this section you will find documentation and videos related on how to do things in the billing/invoice section of CrystalPM

Basic & Advanced Billing Guides

Advanced Bill Training Guide.pdf
Bill Codes Explained.pdf

Bill Codes Explained

Billing & Payment Integrations (Trizetto)

Trizetto Account Information.pdf
Trizetto Integration 2022.pdf
Trizetto SFTP Password.pdf

Billing & Payment Integrations (TSYS, VSP, Worldpay & Clover)

VSP Integration Information.pdf
Worldpay Hosted Payments Integration Guide.pdf
Worldpay Integration Setup.pdf
TSYS Portal Payments Setup.pdf
Credit Card Integration Payment Corrections.pdf
Clover Integration Guide.pdf

Claims/CMS Forms

Adding the NDC to Claims.pdf
CLIA Lab ID.pdf
CMS Margins.pdf
Corrected Claims.pdf
Secondary Claims.pdf

Claim Admin Setup

Adding Referring Providers.pdf
Setup for Billing ANSI.pdf

Create, Edit & Voiding Invoices

Creating an Invoice - Updated.pdf

Credit Transfers

Credit Transfer.pdf

Good Faith Estimates

Good Faith Estimates.pdf

Payment Transactions

835 import.pdf
Applying Finance Charges.pdf
Eyemed Payment Posting.pdf
Insurance Takeback.pdf
Insurance to Insurance Transfer.pdf
Patient to Insurance or Insurance to Patient transfers.pdf

Printing Patient Statements

Printing Patient Statements.pdf

Tracking Employee Sales

Tracking Employee Sales.pdf