Chelsea Roberts
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Activity overview
Latest activity by Chelsea Roberts-
Chelsea Roberts created an article,
Analytics 101: The Basics
Keeping your financial reporting accurate starts with a consistent daily routine and knowing which reports to check for revenue and insurance tracking. This article walks through the recommended da...
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Chelsea Roberts created an article,
Processing and Recording Payments within OptiMantra
This article will review how to process different forms of payment within the superbill. For more information about generating and using the superbill, please take a look at Superbills - Each Secti...
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Chelsea Roberts created an article,
Issuing Credit in Optimantra (Credit Memo)
This workflow outlines how to create, manage, and apply credit memos within a patient account, along with common use cases.Credit memos represent funds available on a patient’s account that can be ...
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Chelsea Roberts created an article,
How to Process and Record a Void or Refund in OptiMantra
This guide walks you through how to properly process and document a refund in OptiMantra. Same Day Returns (Within 24hrs) - Issue a Void Video: Processing and Recording a Void How to Record and ...