Using Apollo
Commonly asked questions
- How do I print billing claims for a patient who has already received insurance payments?
- How do I generate a new patient number for any changes in the demographic record?
- How can I quickly add charges from transactions?
- How can I schedule a new appointment for a specific date and clinician using the patient scheduling module?
- How do I create a daily progress note?
Patient Management
- How do I update patient information and lock/unlock profile details?
- How to use the "quick patient search" feature from the dashboard?
- How do I check patient notes in the financial file module?
- Accessing and Managing Patient Files on the Apollo Site.
- How do patients add, edit, or remove soap notes?
- How does the intervention tab help with treatment planning and documentation? See all 94 articles
Scheduling
- How can I access and finalize patient check-in records for specific dates?
- How can I keep track of patient visits?
- How can I schedule a new appointment with a specific clinician within the week?
- Can we show the Injury Area in the scheduling calendar?
- Where can I view a patient's Last Appointment?
- I want only Patient name to be displayed on the calendar. See all 39 articles
Billing
- How can I streamline workflow with hcfa-1500/edi-837p billing options for report generation?
- How do I optimize billing workflow with ub-04/edi-837i reports?
- How can I generate customized ub-04 billing reports?
- How can I customize and optimize short patient billing processes?
- How do I generate an overdue insurance & patient bills report in the billing module?
- How can I update and ensure account type changes are shown in the patient transaction listing? See all 45 articles
Settings
- How can I modify my profile information?
- Process for managing and customizing soap templates?
- How can I manage and update scheduling group colors in apollo?
- How to change activity colors from the settings?
- How to manage groups from the settings for effective user collaboration?
- Where can I find the 'manage users' option? See all 42 articles
Transactions
- How can I prepare and maintain the mismatched poc file report?
- How do i generate reports for payers and insurance carriers?
- How can I generate and manage reports in the per charge details price section?
- How can I generate a comprehensive FOTO report based on first visit dates and clinician data?
- How do I produce a payment description file report for office-wide use?
- How can I retrieve a charge file report from the procedure list? See all 60 articles
Reporting
- How can I find overdue payments by applying filters to outstanding receivables based on aging?
- How do I access records of insurance payments that have been denied?
- Where do I see patients who have been rescheduled?
- How can I find out about the channels through which patients are referred?
- How do I generate and view a report of all bills?
- How can I view rebooked and last appointments in scheduling? See all 59 articles
Specific Activities
- How can I modify the dx pointer, pos, or kx modifier in a transaction?
- How do I update the "bill to" information for a patient transaction?
- How can I modify patient amounts for insurance payments or credits?
- How do I modify office details for every transaction related to a patient?
- How to transfer the copay amount from patient accounts to transaction records?
- How to modify account categories from patient to transaction? See all 19 articles
Manage Data
- How can I create and highlight waitlist categories based on selected colors?
- How can I define and manage instruction codes in the system?
- How can I record and manage no-show reasons?
- How do I manage denial codes in the application?
- How can I configure and maintain clearing house/receiver records?
- How can I add and manage hcfa qualifiers in the system? See all 66 articles