Clerk
Your go-to resource for the Clerk EHR
By Hunter and 1 other2 authors80 articles
- How to Navigate the Financials Tab in the Patient Profile
- How to Create and Manage a Superbill
- Appointment-Associated vs. One-Off Invoices
- How to Delete Incorrect Invoices
- 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 Bulk Write Off Invoices
- How to Set Up and Manage Installment Payments
- How to Create and Manage Subscriptions
- How to Apply a Discount
- Navigating the Advanced Settings in Clerk
- How to Add or Edit a User in Clerk
- 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 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
- How to View ERAs in Clerk