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Application Login Echo Online Help
An additional option was added to allow the Global Login Messages to be suppressed for a single agency. Global Login Messages are created and managed by Echo to … See more
Actived: 3 days ago
URL: https://webhelp.echoehr.com/echovantage/getting-started/application-login
Dashboards Echo Online Help
WEBEchoVantage dashboards are designed to provide agencies with increased visibility and insight into key areas to support decision-making and insights about themselves as an organization. Data is extracted from EchoVantage (and other data sources) and transformed to help agencies discover more about their work, their clients, …
Forms Echo Online Help
WEBThe Forms menu option allows access to forms not tied to one specific client. These may be forms such as staff detail to update contact information, a Paid Time Off request, or an Eligibility report like a Medicaid 270/271. The Categories and Forms available are defined in Configuration>Setup>Forms. The access to view and use these forms is …
Configuring the Client Portal Echo Online Help
WEBConfiguration for the Client Portal takes place within EchoVantage for all required components. The following sections assume that the user is a member of a User Group with the necessary menu access granted. Group Mailboxes In Configuration > Setup > Group Mailboxes, set up at least two group mailboxes, one for Appointment Requests and one …
Client Portal Echo Online Help
WEBThe Client Portal provides clients with an easy and convenient way to access their account information. Depending on the agency-selected configuration, appointments, account balance, direct messages, medical and health records, and agency-specific forms can be viewed and managed within the Client Portal. Please note that Appointments, Client …
Payers Echo Online Help
WEB1. Payer Type - Use the drop-down box to select the payer type. The application defaults to commercial. 2. Payer Code - Defines the code used internally by the organization for a payer. This is a required alpha-numeric field with a 15 character maximum. 3. Payer Plan - Use to further define the payer. This 15 character maximum, alpha-numeric
Remittances Echo Online Help
WEBRemittances. Remittances. The Remittances main menu option is where payments and adjustments are applied to Charges. There are two tabs available for working in Remittances - BATCHES and REMITTANCES. The Batches screen is the updated version of the original Remittances screen. The links below provide detailed information …
Appointment Reminders Echo Online Help
WEBWelcome to Appointment Reminders, Echo's SMS Messaging Tool. This user-friendly application helps organizations communicate with their clients. The results are a reduced number of missed appointments and improved client relationships. It is important to ensure that all SMS messages are HIPAA compliant. Some SMS Best Practices are …
Payers Echo Online Help
WEBThe Payers tab stores information on the party or parties responsible for payment of a client's claims. Payer information specific to the client is managed on this tab, including but not limited to Policy Number, Group Number, Priority, Copays. This tab stores information for multiple payers. For help with screen navigation and data entry, click HERE and view …
Vantage Point Echo Online Help
WEBVantage Point is the landing page when logging into EchoVantage. Vantage Point consists of four tabs. Detailed instructions for each can be accessed by clicking the blue links below. Clinical Home. Fiscal Overview. Dashboards. Insights. Changed. Wed, 02/12/2020 - 16:35.
ShareCare Release Notes Version 9.0.4 October 1, 2021 …
WEBShareCare Release Notes Version 9.0.4 October 1, 2021 3 CREATING THE HIPAA 274 SUBMISSION Navigate to Admin Reports > State Reporting > Report Run to create a 274 submission file.Select "HIPAA 274" in the State Report drop-down list to display the HIPAA 274 Parameters. 1.
NSCC Custom Billing Version 2.0.12 Updated
WEBthe 837P Billing Method configuration, and 837P is selected as the Billing Method in Unbilled Charges > Create Bills. This v The value reported in Loop 2330B, NM109 is the carrier code assigned to the Client’s Payer record on the Mass Health Carrier Code
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