Using Apollo
Commonly asked questions
- How to access blogs and new feature articles in apollo?
- How to quickly access recently visited patient appointments from dashboard?
- 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? See all 7 articles
Patient Management
- How to use general notes to record internal updates and reminders with user name tracking?
- How to activate and maximize patient self-scheduling for seamless appointment management via user login?
- How do I access and track charges for a selected patient?
- How can I update diagnosis information for a patient?
- How can I search and access patient details in the system?
- How do I access and handle notes in the sign assistance notes section? See all 100 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 to deactivate or delete a supervisor account in the system?
- 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? See all 43 articles
Transactions
- How do I finalize and hard close a month?
- 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? See all 61 articles
Reporting
- How do I generate a clinician report with patient balance?
- How do I retrieve a scheduling referrals report with appointment date filters?
- How to retrieve a scheduling vs transactions report with status selected seen?
- How to retrieve an 837 rejection report by selecting the bill to the employer option?
- How to generate a duplicate post copay receipt report?
- How can I track payments applied to charges using the collection report? See all 68 articles
Specific Activities
- How to create a new patient record by renumbering and copying all historical data (including SOAP notes and documents)?
- How to add and manage firewall rules to secure application access?
- 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? See all 21 articles
Manage Data
- How to use the transaction activity feature from the transaction file?
- How to generate and review unpaid charges in application using the transactions module?
- How to use the unbilled charges feature to track pending patient billing?
- How to generate results using the mips option in transactions?
- How can I retrieve a charge file report from the procedure list by selecting procedure code details?
- How can I create a payor file report with the "payor with 59 modifier" option? See all 75 articles