AccuManual

This manual covers the AccuPoint practice management system. If there is an article you would like added please submit a ticket.

For support please submit a ticket: Ticket System Link or call the office and a member of the support team will assist you 646-926-7081

Logging in + Password Resets

1. Logging in
2. Resetting Passwords
3. Changing your Password
4. Unlocking Accounts

Client and Employee Setup

1. Creating Clients and Editing Client information
2. Creating Employees and Editing Employee information
   1. Permissions: User Management
   2. Permissions: Permission Groups
3. Assigning Case Loads
4. Employee and Client Compliance Reports
   1. Uploading Documents
   2. Entering Authorization Hours

Scheduling

1. Accessing and Searching the Calendar
2. Calendar Views
3. Calendar Item Colors
4. Adding a Session
   1. Completing and Cancelling a Session
   2. Creating a Base Schedule – Reoccurring Shifts
   3. Employee Availability Schedule
5. Calendar Reports
   1. Calendar Filter
   2. Calendar Update
   3. Cancelled Appointments
   4. Base Schedule Report
6. Common Errors & Troubleshooting Tips
7. Add Training
8. Creating Buzzwords

Billing

1. Billing Best Practices
2. Insurance Numbers
3. Accounts Receivable
4. Submission Report
5. Posting Payments
   1. Posting Payments Manually in the Submission Report
   2. Posting Payments in the Payment Report
6. Billing Status Guide
7. Submitting Corrected Claims
8. Common Clearinghouse Rejections
9. Claims Stuck in Pending
10. Updating Billing Codes, Rates and Units
11. Remittance Viewer
12. Cash Receipt Report
13. Generating Invoices
14. Generating CMS-1500/UB-04 Forms
15. Secondary Billing
    1. Waterfall Map
    2. Secondary Insurance Number
    3. Submitting Secondary Claims

Reporting

1. Utilization Report
2. Supervision Report
   1. Supervision Report Setup
3. Audit Notes Report
4. Client List
5. Nightly Report
6. Hour Bank Report

Features

1. Payroll Report
2. Intake Form
3. Parent Portal
   1. Parent User Guide
   2. Parent Portal User Setup
4. SMS Alerts