The SOS G5 Guides site consists of an ever-growing set of articles, including tutorials, explanations, and videos, meant to help you get the most out of your SOS G5 software.
Please use the Search box in the sidebar to the right to locate articles related to any aspect of the software, specifying the “G5” Category to narrow your search results. If you cannot find helpful material, please let us know by phoning (352-242-9100) or by emailing support@sosoft.com.
Available articles, by Title…
- Adding a New Appointment
- All About the G5 Navigation Bar
- Canceling and Rescheduling Appointments
- Changing Existing Appointments
- Changing the Scheduler View
- Changing the Time Interval in the Appointment Grid
- Copying and Replicating Appointments
- Creating a Carrier Plan Exception
- Creating Claim Setups
- Creating Encounter Form Styles
- Creating Provider Fee Schedules
- Datasets, and Switching from One Dataset to Another
- Deleting Appointments
- Entering a New Patient, Step 1: Open the Appropriate Patient Form
- Entering a New Patient, Step 2: Basic Demographic Data Fields
- Entering a New Patient, Step 3: Patient Communications
- Entering a New Patient, Step 4: Contacts
- Entering Advance Payments
- Entering Payers for Patient Accounts
- Examining Accounting Details
- Exploring List View Features
- Generating Insurance Claims
- Generating Patient Statements
- Handling Deductibles and Insurance Denials
- Handling Larger than Expected Payments: The Auto-Transfer Feature
- How Do I Add New Selections to Lookup Lists?
- How Do I Enter a New Credit (Payment or Adjustment)?
- How Do I Enter a New Service Charge?
- How SOS Calculates Charge Splits
- How to Apply an Existing Prepayment
- How to Correct Payroll Errors
- How to Enter a Large, Multi-patient Insurance Payment
- How to Generate Secondary Claims
- How to Move a Payment from One of a Payer’s Patients to Another
- How to Recalculate Account Aging
- How to Record a Bounced Check
- How to Record a Refund
- How to Refresh the Payer List on a Charge Entry
- How to Reprint or Resubmit a Claim
- How To Reset Claims So They Can Be Rebilled
- How to Reverse a Credit Entry or Over-Payment
- Maintaining Scheduler Lookups
- Managing Billing Providers (Suppliers)
- Managing Other Lookups
- Managing Patient Insurance Payers (Policies)
- Managing Patient Non-Insurance Payers
- Managing Provider Billing Profiles
- Managing Providers
- Navigating through Dates in the Scheduler
- New Features in SOS G5
- Posting Your Daysheet
- Qualifying Your Credit Type Selection for Payments and Adjustments
- Reading Change Logs — Who changed what and when?
- Recording Claim Adjustment Reasons for Denials or Payment Reductions
- Running SOS G5 in Windows or in a Web Browser
- Scheduler Frequently Asked Questions (FAQ)
- Searching for Appointments
- Selecting Providers to Appear in the Appointment View
- Selecting the Best Payroll Calculation Method for Your Organization
- Setting Copays for Insurance Plans and Policies
- SOS G5 Backup and Recovery
- Specifying System Options
- Speeding Charge Entry with Copy Previous
- System Requirements for SOS G5 Products
- Transferring or Changing Payment Responsibility for a Charge Entry
- Transitioning from G4 to G5
- Understanding Billing Providers, Providers, and Billing Profiles
- Understanding Insurance Carriers, Plans, and Policies
- Using Auto-Apply – The Quick and Easy Way to Record Non-Insurance Payments
- Using Payment Vouchers
- Using Quick Add to Rapidly Create a New Patient Account
- Using the List View Filter Editor
- What is the Difference Between Unapplied and Undistributed Payments?
