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Access Unicentric

Changing Your Password
IP Filter
Logging into Unicentric
login.unicentric.com

My Dashboard

Accessing additional features
Feedback
Setting up your dashboard

Widgets

Calendar
Call Log
Connect IMAP widget to GMail
Contacts
Emails
Folders
Links
Punchlist
Tasks

Contacts

Add Contact into Group
Contact Relationships
Create a Contact Group
Creating a contact
Delete a Contact
Merging Contacts

Calendar Items

Associating Clients/Adding Services
Creating a calendar item
Details
Manage another users calendar
Notes and Expenses

Timesheets

Creating a timesheet
Creating a Timesheet for Another User
Timesheet Admin
Timesheet permission missing for user

Reports

Reports
Running a report

Billing

Adding a modifier to a CPT code
Appointment Processing History Guide
Clone Insurance Rate
Mark to Post
Posting A Batch
Proofing > Add Edit Billing Item
Proofing Screen
Setting up a Billable Procedure
Third Party Billing

Accounting

Accessing a Customer
Adding a Denial Reason
Adding a Previously Paid Invoice to an EOB
Closing the Fiscal Year
Create a Credit
Creating an Explanation of Benefits
Customer Statement
Edit Current Fiscal Year
Editing Transaction Details
Open an Existing EOB
Posting an EOB
Review a Posted EOB
Rolling Transaction Back to Proofing

Administration

Company Maintenance
Creating/Managing a Security Group
IP Mapping
Scheduler Permission
Timesheet Admin : Permissions
Unlocking User Accounts
User Maintenance
Widget Permission

List Maintenance

Create a Cost Center
Create a Procedure
Create an Activity
Diagnosis Code
Edit an Activity
Payment Sources

Additional Menu Items

Add-hoc Reporting
Alerts
Availability
Batch Scan
Folder and Group Maintenance
Form List Editor
Header Pages
New Batch Scan
Quick Timesheet
Scheduler

Additional Features

Department Codes
Google Calendar Sync
Security Emails

MISC

Add comment to Proofing Screen item
Allow popups on Safari
Date selection
Digital Signature Pads
Missing icons in Internet Explorer
Viewing EDI files

Unicentric Feedback

Accessing Feedback
Attachments
Case Management
Creating a Case
Projects
Reports

Manuals / Dashboard Manual / Widgets

Tasks

Dashboard Manual

Overview

Overview

Settings

Settings

Buttons

Buttons

1. Add Quick Task

2. Add Task

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