IM
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ZP
Zero Pays
insurance,healthcare, behavioral health, dental, physical therapy,medical billing,accounts receivable,revenue cycle management,patient intake,patient appointments,insurance filing,therap,always care,compulink advantage,davis vision,eyecare,eyemed,eyequest,march,spectera,superior vision,accupoint,advancedmd,centralreach,cerner,clinicsource,eclinicalworks,epic,kareo,lumary,medez,meditech expanse,nextgen,qgenda,solutionreach,theralytics,waystar,webaba,webpt,wellsky personal care,carecloud
Medical Billing, Zero Pay, Zero Payment, Insurance Payments, Patient Responsibility
TA
Trust Account Deposit Audit
legal,finance/accounting,accounting,reconciliation,auditing,case management,law firm management,banking,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
IOLTA, Trust Account, Audit
TW
Three-Way Document Matching
finance/accounting,all industries,accounts payable,purchasing,procurement,receiving,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Three-Way Matching, Purchase Order, Inventory Receipt, Invoice, Bill, Packing Slip
TW
Three-Way Trust Account Reconciliation
legal,finance/accounting,accounting,reconciliation,auditing,case management,law firm management,banking,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
IOLTA, Trust Account, Three-Way Reconciliation
SI
Skipped Invoice Intervention
finance/accounting,all industries,accounts receivable,credit & collections,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Accounts Receivable, Collections, Skipped Invoice
RV
Routine Vision Revenue Posting
healthcare, behavioral health, dental, physical therapy,eyecare,medical,insurance,claims filing,insurance filing,medical billing,revenue cycle management,revenue posting,accounts receivable,compulink advantage,eyecare,always care,eyemed,eyequest,davis vision,march,superior vision,spectera,microsoft sharepoint,microsoft office 365,vsp vision care,payspan,instamed,eyefinity,nva,vba
Revenue Posting, Revenue Cycle Management, HL7,Medical Billing
SC
Secondary Claims Filing
healthcare, behavioral health, dental, physical therapy,medical,insurance,medical billing,accounts receivable,revenue cycle management,patient intake,patient appointments,insurance filing,centralreach,epic,cerner,webpt,nextgen,qgenda,solutionreach,eclinicalworks,kareo,wellsky personal care,meditech expanse,lumary,accupoint,webaba,clinicsource,advancedmd,medez,theralytics,domo,google sheets,waystar
ABA, RCM, Insurance Processing, Claims Filing, Secondary Claim
RV
Routine Vision Eligibility Verification
healthcare, behavioral health, dental, physical therapy,eyecare,medical,insurance,patient appointments,eligibility verification,patient intake,revenue cycle management,compulink advantage,eyecare,always care,eyemed,eyequest,davis vision,march,superior vision,spectera,microsoft sharepoint,microsoft office 365
Verification, Confirmation, Eligibility, Appointments, Routine Vision, HL7
RV
Routine Vision Claims Filing & Materials Ordering
healthcare, behavioral health, dental, physical therapy,eyecare,medical,insurance,claims filing,insurance filing,medical billing,revenue cycle management,compulink advantage,eyecare,always care,eyemed,eyequest,davis vision,march,superior vision,spectera,microsoft sharepoint,microsoft office 365
Claims, Materials, Eye Glasses, Contacts, Eye Exams, Insurance Claims, Routine Vision, HL7
RM
Retainer Management
legal,case management,law firm management,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Retainer, Balance, Replenishment
PC
Primary Claims Filing
healthcare, behavioral health, dental, physical therapy,medical,insurance,medical billing,accounts receivable,revenue cycle management,patient intake,patient appointments,insurance filing,centralreach,epic,cerner,webpt,nextgen,qgenda,solutionreach,eclinicalworks,kareo,wellsky personal care,meditech expanse,lumary,accupoint,webaba,clinicsource,advancedmd,medez,theralytics,domo,google sheets
ABA, RCM, Insurance Processing, Claims Filing, Primary Claim
RZ
Reconcile Zero Payments
healthcare, behavioral health, dental, physical therapy,medical,insurance,medical billing,accounts receivable,revenue cycle management,patient intake,patient appointments,insurance filing,centralreach,epic,cerner,webpt,nextgen,qgenda,solutionreach,eclinicalworks,kareo,wellsky personal care,meditech expanse,lumary,accupoint,webaba,clinicsource,advancedmd,medez,theralytics,domo,google sheets,waystar
Medical Billing, Zero Pay, Zero Payment, Insurance Payments, Patient Responsibility, Invoices, Statements, Outstanding Balances
PO
Purchase Order Matching
finance/accounting,all industries,accounts payable,procurement,purchasing,inventory management,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Purchase Order Matching, PO Matching, Invoice Matching
EF
PDF Creation & Indexing
legal,case management,law firm management,payroll,human resources,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
PDF Indexing, Bates Numbering, OCR
PC
Provider Credentialing
healthcare, behavioral health, dental, physical therapy,medical,provider management,centralreach,epic,cerner,webpt,nextgen,qgenda,solutionreach,eclinicalworks,kareo,wellsky personal care,meditech expanse,lumary,accupoint,webaba,clinicsource,advancedmd,medez,theralytics
ABA, EHR, Provider, Credentialing, HR, Human Resources, Practice Management, Onboarding, Insurance
PC
Product Catalog Cross-Referencing
finance/accounting,all industries,accounts payable,procurement,purchasing,inventory management,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Catalog Management, Item Management, Product, Inventory
PR
Patient Responsibility Invoicing
legal,finance/accounting,all industries,medical billing,accounts receivable,revenue cycle management,centralreach,epic,cerner,webpt,nextgen,qgenda,solutionreach,eclinicalworks,kareo,wellsky personal care,meditech expanse,lumary,accupoint,webaba,clinicsource,advancedmd,medez,theralytics
ABA, EHR, RCM, Invoicing, Patient Responsibility, Bulk Payments
PI
Patient Invoicing & Statements
healthcare, behavioral health, dental, physical therapy,medical,insurance,medical billing,accounts receivable,revenue cycle management,patient intake,patient appointments,insurance filing,centralreach,epic,cerner,webpt,nextgen,qgenda,solutionreach,eclinicalworks,kareo,wellsky personal care,meditech expanse,lumary,accupoint,webaba,clinicsource,advancedmd,medez,theralytics,domo,google sheets,waystar
Medical Billing, Zero Pay, Zero Payment, Insurance Payments, Patient Responsibility, Invoices, Statements, Outstanding Balances
PE
Patient Eligibility Verification
healthcare, behavioral health, dental, physical therapy,eyecare,patient appointments,eligibility verification,patient intake,revenue cycle management,always care,compulink advantage,davis vision,eyecare,eyemed,eyequest,march,spectera,superior vision,accupoint,advancedmd,centralreach,cerner,clinicsource,eclinicalworks,epic,kareo,lumary,medez,meditech expanse,nextgen,qgenda,solutionreach,theralytics,waystar,webaba,webpt,wellsky personal care
EyeCare, Compulink, EyeMed, HL7, Eligibility, Verification, Insurance, Authorization, Medicaid
PS
Packing Slip Recognition
finance/accounting,all industries,accounts payable,procurement,purchasing,inventory management,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Packing Slip, Inventory, Receiving
LD
Legal Document Management
legal,case management,law firm management,payroll,human resources,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Document Management
MC
Multiple Case Invoice Parsing
legal,case management,accounts payable,law firm management,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Invoice Parsing, Vendor Invoicing, Voucher Entry
ME
Medicaid Eligibility Verification
healthcare, behavioral health, dental, physical therapy,medical,insurance,medical billing,accounts receivable,revenue cycle management,patient intake,patient appointments,eligibility verification,centralreach,epic,cerner,webpt,nextgen,qgenda,solutionreach,eclinicalworks,kareo,wellsky personal care,meditech expanse,lumary,accupoint,webaba,clinicsource,advancedmd,medez,theralytics,fl medicaid,ga medicaid,ky medicaid,pa medicaid,sc medicaid
ABA, EHR, RCM, Invoicing, Patient Eligibility, Medicaid
LC
Legal Contract Abstraction
legal,case management,law firm management,payroll,human resources,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Contract, Abstraction
LR
Legal Contract Risk Assessment
legal,case management,law firm management,payroll,human resources,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Contracts, Signatures, Amendments
LE
Lawfirm Employee Onboarding Checklist
legal,case management,law firm management,payroll,human resources,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Onboarding, HRIS, Payroll, Employee Benefits
IT
IOLTA (Trust) Account Self-Audit
legal,finance/accounting,accounting,reconciliation,auditing,case management,law firm management,banking,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Audit, IOLTA, Trust, Bank Account
IT
IOLTA (Trust) Account Reconciliation
legal,finance/accounting,accounting,reconciliation,auditing,case management,law firm management,banking,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Reconciliation, IOLTA, Trust, Banking
IA
IOLTA Account Interest Transactions
legal,finance/accounting,accounting,reconciliation,auditing,case management,law firm management,banking,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Interest on Lawyers Trust, Interest, IOLTA, Trust
IR
Inventory Receiving
finance/accounting,all industries,accounts payable,procurement,purchasing,inventory management,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Packing Slip, Purchase Order, PO, Receiving, Purchasing, Procurement
IP
Insurance Payments
insurance,healthcare, behavioral health, dental, physical therapy,medical billing,insurance filing,revenue cycle management,therap,always care,compulink advantage,davis vision,eyecare,eyemed,eyequest,march,spectera,superior vision,accupoint,advancedmd,centralreach,cerner,clinicsource,eclinicalworks,epic,kareo,lumary,medez,meditech expanse,nextgen,qgenda,solutionreach,theralytics,waystar,webaba,webpt,wellsky personal care,carecloud
Medical Billing, Zero Pay, Zero Payment, Insurance Payments, Patient Responsibility
FF
Flat Fee Payment Reconciliation
legal,finance/accounting,accounting,reconciliation,auditing,case management,law firm management,banking,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
IOLTA, Trust Account, Flat Fee
DI
E-Discovery
legal,case management,law firm management,payroll,human resources,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books
Discover, E-Discovery
search all use cases
Industry
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Applications
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