Kerrianna Neilson

Watch this short video to learn how to enroll into Medicare on Claim.MD: https://www.loom.com/share/0bf446dcbc374fc083982ae2d266eaba  

Flowsheet best practices The flowsheet is designed to streamline writing notes and billing. Select the codes you want to include on your flowsheet and add dates and treatments based on appointments...

This report lists every patient created in Stride, regardless of active or discharged status. The Client List report includes the following columns, all of which can be filtered:  Patient: patient ...

Go to Settings > General > Accumulator Tracking.    The default setting for all payers can be found on Settings > General at the bottom of the page. Here you can set the default values for in-netwo...

Accumulation Trackers Alerts on calendar appointment popups Appointment popups will show alerts for patient’s deductible (ded.), out-of-pocket (OOP) maximum, insurance visit limits, and case max vi...

The All Claims Report is a filterable and downloadable report of all claims in the system. It has additional dates to filter on such as:Submitted Date: Date the claim was first submitted to insuran...

Stride has a credit balance report that contains every patient that has a non-zero credit balance.   This report shows you the patient, their latest appointment, their credit balance, and (if you a...

Total Revenue Report shows your total revenue within a set date range. Revenue reported is based on transaction date, or the date the payment is posted, not the DOS. Date Range of this report can b...

To add  or edit guarantor information to a patient chart, Click 'MORE'.    At the bottom of the Information section, you will see section titled 'Guarantor Information'.    Once guarantor informa...

Effective January 1, 2025, CMS has updated the signed plan of care (POC) rule that a script can serve in lieu of a signed POC.Rick Gawenda has written a great summary:CMS finalized their proposal t...