myEvolv NX*: Where are Those Checkboxes Series — Rate Headers

Photo by Fabian Blank on Unsplash myEvolv NX*: Where are Those Checkboxes Series Rate Headers – Dani Evans   Remembering where all the important checkboxes are when setting up finance in myEvolv can be overwhelming!   In this BONUS installment of our “Where are Those Checkboxes Series”, we look at setting up Rate Headers.   Breadcrumbs:…

myEvolv NX*: Where are Those Checkboxes Series — Rate Setup

Photo by Fabian Blank on Unsplash myEvolv NX*: Where are Those Checkboxes Series Contract Information – Dani Evans   Remembering where all the important checkboxes are when setting up finance in myEvolv can be overwhelming!   In this 5th installment of our “Where are Those Checkboxes Series”, we look at setting up Rate Headers.   Breadcrumbs:…

myEvolv NX*: Where are Those Checkboxes Series — Rate History

Photo by Fabian Blank on Unsplash myEvolv NX*: Where are Those Checkboxes Series Rate History – Dani Evans   Remembering where all the important checkboxes are when setting up finance in myEvolv can be overwhelming!   In this 6th and final installment of our “Where are Those Checkboxes Series”, we look at setting up Rate History…

myEvolv NX*: Where are Those Checkboxes Series — Plan/Contract Rates

Photo by Fabian Blank on Unsplash myEvolv NX*: Where are Those Checkboxes Series Plan/Contract Rates – Dani Evans   Remembering where all the important checkboxes are when setting up finance in myEvolv can be overwhelming! In our 4th post of our “Where are Those Checkboxes Series”, we look at setting up Plan/Contract Rates. Keep in…

myEvolv NX*: Where are Those Checkboxes Series — Contract Information

Photo by Fabian Blank on Unsplash myEvolv NX*: Where are Those Checkboxes Series Contract Information – Dani Evans   Remembering where all the important checkboxes are when setting up finance in myEvolv can be overwhelming! In the 3rd post of our “Where are Those Checkboxes Series”, we look at setting up contract information.   Breadcrumbs:…

How to Sequester a Client in myEvolv*

Photo by Mathew Schwartz on Unsplash How to Sequester a Client in myEvolv* – Dani Evans Working in healthcare, there will inevitably be situations where it is necessary to restrict access to a client’s record.  Below are directions that we developed to sequester a client’s record in myEvolv. Guidance Included: Getting Setup to Sequester Clients…

myEvolv NX*: Where are Those Checkboxes Series — Payor Settings

Photo by Fabian Blank on Unsplash myEvolv NX*: Where are Those Checkboxes Series Payor Settings – Dani Evans   Remembering where all the important checkboxes are when setting up finance in myEvolv can be overwhelming! In the 2nd installment of our “Where are Those Checkboxes Series”, we look at setting up Payer settings.   Breadcrumbs:…

myEvolv NX*: Where are Those Checkboxes Series — Holding Claims

Photo by Fabian Blank on Unsplash myEvolv NX*: Where are Those Checkboxes Series Holding Claims – Katie Hutchinson   Remembering where all the important checkboxes are when setting up finance in myEvolv can be overwhelming! In the1st post of our “Where are Those Checkboxes Series”, we look at holding claims to prevent them from being…

From Sheets to a CRM

Photo by Sincerely Media on Unsplash Why Should I Stop Using a Google Sheet and Start Using a CRM? – Rebekah Hedge There is a point in time for every sales professional and business when it becomes more beneficial and less time consuming to use a Customer Relationship Management system (CRM) rather than a google/excel…