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Clerk
Understanding the Practice Manager
Understanding the Tabs on the Practice Manager
Understanding the Icons on Appointment Tiles
How to Edit the Practice Manager and Schedule View
How to Create an Appointment Note
Checking Patients In
How to Mark a Patient "In Treatment"
Checking Patients Out
How to Create a New Patient Alert
How to Create and Edit Tasks and Task Categories
How to Switch Between Clinics
How to Navigate the Financials Tab in the Patient Profile
How to Create an Invoice
How to Create and Manage a Superbill
Appointment-Associated vs. One-Off Invoices
How to Delete Incorrect Invoices
How to Add a Credit Card and Manage Cards on File
How to Add Services from Line Items Tab to an Existing Invoice
How to Submit a Chargeback / Refund a Patient
How to Create and Apply Positive Credit
How to Split Payments in Clerk
How to View and Manage Invoices
How to Edit and Update Invoice Options
How to Update Payment Options
How to Bulk Write Off Invoices
How to Set Up and Manage Installment Payments
How to Create and Manage Subscriptions
How to View the Balance Owed by a Patient
How to Create a Tax Rate
How to Create Discounts
How to Apply a Discount
How to Access the Settings
Navigating the Advanced Settings in Clerk
How to Add or Edit a User
How to Edit Clinic Information
Editing Tax IDs
How to Create and Manage Password Requirements
How to Add / Edit Appointment Types
How to Add a New Room or Resource
How to Add or Edit a Product
How to Add CPT Codes
How to Add ICD10 Codes
How to Create and Assign Case Types
How to Add an Attorney
How to Connect to the Clearinghouse
How to Integrate with Payment Processing
How do Clerk and Aloha Communicate?
How to Clear Your Browser Cache
Why Does Clerk Use a Two Factor Verification Code?
How to Log Out of Clerk
How to Reset Your Password
How to Add and Use a Referral Source
Understanding the Outcome Screen
How to Use SOAP Notes
How to SALT SOAP Notes
What is the Difference Between a "Completed Status" and a "Signed Note"?
How to View SOAP Notes
Adding SOAP Notes to Past Appointments
Creating Custom Macros
How to Append Macros
Setting Up SOAP Note Macro Order
Associating ICD10 Codes and Products to Macros
How to Create and Use Methodology Types
Adding an Insurance Company
How to Create a Good Insurance Workflow
How to Set Up the Patient Profile for Insurance
Understanding the Line Items and Treatment Tabs on the Outcome Screen
How to Create and Submit a Claim
One-Click Claim vs. Queue for Claim
Understanding the Claims Tab
How to Submit Claims to an Attorney
How to Manage Claims in the Patient Profile
How to View ERAs in Clerk
How to Work with Claim Denials
How to Set Up Products/Services for Insurance Billing
How to Create and Use Fee Schedules
How to Edit ICD10 Codes in Claims
Editing Claim Settings