How To

How to use the Waiting Room

How do I get into the waiting room? How do I run eligibility, capture charges, add authorization, and collect payment in the waiting room

Written by Brian E. @ Lightning MD
Updated over a week ago

Add a Fee Schedule

How do I set up custom fees? How can I create a clickable superbill?

Written by Brian E. @ Lightning MD
Updated over a week ago

Enrolling for ERA

Enrolling with payers to receive ERAs (electronic remittance advice). How do I process EDI enrollments? How do I set up EOBS or ERAS?

Written by Brian E. @ Lightning MD
Updated over a week ago

Filing a Corrected Claim

How to file a corrected claim or a voided claim

Written by Brian E. @ Lightning MD
Updated over a week ago

How to adjust your appointment calendar settings

How do I change my calendar settings?

Written by Brian E. @ Lightning MD
Updated over a week ago

Lightning Text/Email Bot

Setting up and running Lightning Text/Email Bot. (Only available with active online payments.)

Written by Matthew P. @ LightningMD
Updated over a week ago

Activate Online Payments

How do I activate online payment processing?

Written by Brian E. @ Lightning MD
Updated over a week ago

How to Edit/Cancel an Appointment

How do I edit an appointment? How do I reschedule an appointment? How do I cancel an appointment?

Written by Brian E. @ Lightning MD
Updated over a week ago

How to Create an Appointment

How do I create an appointment? How do I set an appointment?

Written by Brian E. @ Lightning MD
Updated over a week ago

Modify a Subscription Plan

How do I modify my plan? How do I update my billing information? How do I cancel? How do I view an invoice?

Written by Brian E. @ Lightning MD
Updated over a week ago

Use the Document Center

How do I Upload Files or Documents?

Written by Brian E. @ Lightning MD
Updated over a week ago

Payment Plans

How to set up and use Lightning Payment Plans

Written by Matthew P. @ LightningMD
Updated over a week ago

Add New User

How do I add a new user?

Written by Brian E. @ Lightning MD
Updated over a week ago

Use the Worklist

How do I use the Worklist? How do I add custom tags?

Written by Brian E. @ Lightning MD
Updated over a week ago

Print a Claim

Written by Brian E. @ Lightning MD
Updated over a week ago

Use the Claims Manager

How do I use the claims manager? How do I work the accounts receivable (AR)?

Written by Brian E. @ Lightning MD
Updated over a week ago

Add Notes to Patient, Claim, or Statements

How do I add a Patient Note? How do I add a Claim Note? How do I add a Statement Note?

Written by Brian E. @ Lightning MD
Updated over a week ago

Add an Alert

How do I add a patient alert? How do I add a claim alert?

Written by Brian E. @ Lightning MD
Updated over a week ago

Add or Edit Authorizations / Referrals

How do I add or edit an authorization? How do I attach an authorization to a claim?

Written by Brian E. @ Lightning MD
Updated over a week ago

Add or Edit Patient Insurance

How do I add a patient insurance policy? How do I edit a patient insurance policy?

Written by Brian E. @ Lightning MD
Updated over a week ago

Add a New Patient

How do I add a new patient?

Written by Brian E. @ Lightning MD
Updated over a week ago

Set Claim Defaults on Superbill

How do I set a default rendering provider? How do I set a default location?

Written by Brian E. @ Lightning MD
Updated over a week ago

Add or Edit a Service Location

How do I add a location? How do I edit a location?

Written by Brian E. @ Lightning MD
Updated over a week ago

Add New Provider

How do I add a new provider to a practice?

Written by Brian E. @ Lightning MD
Updated over a week ago

Posting a Payment

How do I post a payment? How do I manually post an EOB?

Written by Brian E. @ Lightning MD
Updated over a week ago

Viewing and Printing Statements

How do I view or print patient statements? How can send a single patient statement? How can I adjust the statement counter?

Written by Brian E. @ Lightning MD
Updated over a week ago

Sending Statements

How do I send a batch of patient statements by mail?

Written by Brian E. @ Lightning MD
Updated over a week ago

Viewing ERAs and Auto Posting

How do I view Electronic Remittance Advice (ERA)? How do I auto post?

Written by Brian E. @ Lightning MD
Updated over a week ago

Filing a Claim

How do I file a claim using Lightning MD? How do I create and edit my CPT or DX codes on the Superbill? How do I bill a claim?

Written by Brian E. @ Lightning MD
Updated over a week ago

Running Eligibility

How do I run eligibility in Lightning MD?

Written by Brian E. @ Lightning MD
Updated over a week ago