Below are the forms and manuals that our clients most often request. Click the title of a document to download and open a PDF file that can easily be printed, faxed, downloaded, or emailed (requires Adobe Acrobat Reader software, available free from Adobe).

Payer Forms
Medicare (Palmetto) EDI Enrollment: This form needs to be completed in order for you to be able to bill Medicare electronically through Palmetto GBA. The first page includes instructions for filling out this form.

Avanta Forms
Authorization Form: The Authorization Form needs to be completed to create a new practice, delete a practice or provider, copy security or practice files, etc. When required, print, fill out, and fax this form to an Avanta support representative.

Daily Balancing Sheet: The Daily Balancing Sheet can be printed and filled out to assist in the daily balancing process.

Supply Order Form: The Supply Order Form can be printed and filled out to order statements, billing forms, backup tapes, recall cards, etc. When required, print, fill out, and fax this form to an Avanta support representative.

Lead-In Character On Memos: Use lead-in characters to force memos to appear on statements, HCFA-1500 forms, and electronic claims.

Backup Log: The Backup Log can be printed and filled out to keep track of the nightly backup process.

Avanta Manuals
Appointment Scheduler: The Appointment Scheduler quick sheet can be printed and used as a guide for identifying all Scheduler functions and other key Avanta functions.

Understanding the Avanta Ledger: This manual will outline and review the various fields and functions of both the Standard and Reference View Ledgers. Also includes instructions on how to edit and delete posted ledger items, as well as an overview of the Reference View Statement. A special section includes troubleshooting tips for exposing and correcting any ledger and statement discrepancies.

Understanding Avanta Reports: This manual outlines and reviews the new and most commonly used Avanta reports. Including, the Open Insurance Report, Periodic Transaction Summary, Standard Accounts Receivable, Collection Analysis, Financial Report Generator, and the Financial Summary Report.

Appointment Scheduler: This manual will review all Appointment Scheduler features including setup, shortcuts, appointment and customizing features that will allow your office to run more effectively and efficiently.

Group Functions: This manual will help you master the Group Functions area of your Avanta System. You will learn to create, customize, and utilize groups, specifically mastering the powerful features of the MedBase Group Builder.

Insurance & Patient Billing: This manual will help you master insurance billing within your Avanta System. You will learn all aspects of Medicare and third party electronic billing, CMS-1500 paper billing, automatic Medicare EOB posting, the new Open Insurance Report, and the Treatment file.