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Unicentric servicexpert
Dashboard Manual
Widgets
Tasks
Tasks
Overview
Settings
Buttons
1. Add Quick Task
2. Add Task
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Links
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Punchlist
Topics
Access Unicentric
4
Logging into Unicentric
Changing Your Password
IP Filter
login.unicentric.com
My Dashboard
3
Setting up your dashboard
Feedback
Accessing additional features
Widgets
9
Calendar
Contacts
Emails
Folders
Connect IMAP widget to GMail
Links
Tasks
Punchlist
Call Log
Contacts
6
Creating a contact
Contact Relationships
Merging Contacts
Delete a Contact
Add Contact into Group
Create a Contact Group
Calendar Items
5
Creating a calendar item
Details
Associating Clients/Adding Services
Notes and Expenses
Manage another users calendar
Timesheets
4
Creating a timesheet
Creating a Timesheet for Another User
Timesheet Admin
Timesheet permission missing for user
Reports
2
Running a report
Reports
Billing
9
Proofing Screen
Third Party Billing
Posting A Batch
Adding a modifier to a CPT code
Proofing > Add Edit Billing Item
Appointment Processing History Guide
Setting up a Billable Procedure
Mark to Post
Clone Insurance Rate
Accounting
13
Customer Statement
Creating an Explanation of Benefits
Editing Transaction Details
Posting an EOB
Rolling Transaction Back to Proofing
Open an Existing EOB
Review a Posted EOB
Edit Current Fiscal Year
Closing the Fiscal Year
Accessing a Customer
Adding a Denial Reason
Adding a Previously Paid Invoice to an EOB
Create a Credit
Administration
8
Creating/Managing a Security Group
User Maintenance
IP Mapping
Company Maintenance
Timesheet Admin : Permissions
Widget Permission
Scheduler Permission
Unlocking User Accounts
List Maintenance
6
Create an Activity
Edit an Activity
Create a Cost Center
Diagnosis Code
Payment Sources
Create a Procedure
Additional Menu Items
10
Add-hoc Reporting
Alerts
Availability
Folder and Group Maintenance
Form List Editor
Scheduler
Batch Scan
New Batch Scan
Header Pages
Quick Timesheet
Additional Features
3
Security Emails
Google Calendar Sync
Department Codes
MISC
6
Date selection
Missing icons in Internet Explorer
Viewing EDI files
Allow popups on Safari
Add comment to Proofing Screen item
Digital Signature Pads
Unicentric Feedback
6
Accessing Feedback
Creating a Case
Case Management
Attachments
Reports
Projects
Last Updated
Feb 15, 2023
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