Category: FAQs – Setup & Advanced Setup

How to Add a New Doc Type If you need to create additional document types apart from those already existing in the Practice Management system, you can do so in two ways. Method 1: Through The Document Manager Click on the symbol beside the Doctype pane on the left side of the DocManager screen. Provide […]

1. How Can I add a Procedure Code? A procedure code can be added only to standard Fee Schedule. To open the Fee Schedule, go to the Setup menu and choose Fee Schedule. Click on the  button (highlighted in Image 1). Fill in all the mandatory fields to create a procedure code- Billable Code (A […]

1. If a custom remit payment information needs to be indicated on the statement, where can this be entered? To send the same Communication Info to all statements generated:  Go to Setup -> Practice. Enter the payment information in the Patient Communication Info text box. To send a different Message during each Statement Generation:  Go […]

Is Phone call reminder available for appointment reminders? No. Phone call reminders are not available for appointment reminders. Why is the email information required for both text and email reminders? Email information is required for both text and email reminders so that the reminders goes out from that email. How to setup email or text […]

The ICD- 10 Lookup screen is an excellent training tool for physicians or practices in their transition to ICD-10. This lookup is available at Charge Entry screen, Charge Master and in the charting screen. You can also look for your account-specific diagnoses codes thru the Favorite Diagnoses codes under Advanced Setup.

Yes. You can create your own templates. Go to Advanced Setup -> Letter Master and create a letter using the tags provided, group code(if necessary). After typing in the letter body, save the letter. To know more on how to create a letter,  click here.

1. Go to Setup -> Provider. Search and select the desired provider from the provider list show on screen. 2. The specialty information can be determined from the field named Taxonomy under the Identity Information section.

Go to Advanced Setup from the main menu and choose Claim Lookups. To add a new look up value, when the Search Claims Lookups screen opens, click on the button on the top right corner. Select the Lookup Type.  Click on the flutter icon (3-dot button beside ‘Type’ field) to list all available Claim lookup […]

1. Go to Setup -> Practice. 2. Click ‘Setup Practice Options’ button from the top right. 3. Choose Eligibility option from the Practice Options Page. 4. Enter the number of days to Verify Eligibility for Appointment and click on Save.

1. Go to Setup -> Practice. 2. Click on the Set Practice Options button from the top right of the screen. 3. Choose the Default Time Zone and click on Save.