Direct Bill Automation

Posting to Epic

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Matching Direct Bill Entries

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Statement Fetching and Ingestion

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Direct Bill Automation without Deposits

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Icon Legend

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Ascend Integrations: AMS 360

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Connecting Bank Accounts to Deposits

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Setting Up Statement Fetching

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Ascend Posting Warnings and Failures (Epic)

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BenefitPoint Setup

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Email MFA Statement Fetching

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Assign Payers to Direct Bill Statements

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Granting Ascend Access to Your Applied Epic Data Lake (Google BigQuery)

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AMS360 Notification Service Setup 

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Customizing Statement & Entry Descriptions in Ascend

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Mapping All Coverage Types

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Bulk Activity Creation

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Updating the Accounting Month When Posting to Epic

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Configure Lines of Business

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Identifying Entries Ready to Post

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Reviewing Matches with QA Mode

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Exporting Data from Ascend

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Statement Consolidation

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Custom Views

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Customize Your View

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Resyncing AMS Data in Ascend

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Managing Communications in Ascend

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Dismissing Direct Bill Entries

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Bulk Actions for Direct Bill Entries and Statements

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Uploading Lockbox Files

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Adding Notes and Tags to Direct Bill Entries

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