Frequently Asked Questions

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General Questions

• How do PM and EMR work together from patient appointment to payment?
• What are some helpful tips for system maintenance?
• How does security work in CPS?
• How do EMR orders work in CPS?

Administration

• How do I create a schedule template?
• How do I extend an exisiting schedule template?
• How does location of care set up impact the rest of CPS?
• How do I create collection letters?
• How do I add a new referring provider?
• How do I add a new insurance carrier?
• How do I add a new resource?

Payment Posting

• There are visits with overpayments - how do I refund?
• How do I move payments from one visit to another? (Conveyance)
• I filed claims but now need to make changes to the visit - how?
• How do I run a report?