Category: FAQs – Setup & Advanced Setup

Create a new legal Entity to add additional locations for scheduling. Click here to know how to create a new LE.

Locations for billing (Box 32) correspond to the Service locations. To know more on how to add service locations, click here.

A Practice with default data will be created by the Practice Management system for you. All the details of this Practice can be edited and changed to suit your requirements. 1. Click on the Setup module and choose Practice. The Practice page will be displayed. 2. Add/ edit the required information. Practice Information Payable-To Information a) […]

To set a product billing category, add it as a procedure code. Enter the specific product name or a generalized code such as ‘PRDCT’ on the Billable Code field. Enter the description and the charge amount in the respective fields. To learn how to add a procedure code, click here.  

1. Select Advanced Setup > Fee Schedule. 2. Select the required fee schedule from the Fee Schedule drop-down. 3. To add more procedure codes to the fee schedule, click on and enter the details of the new procedure code. 4. To edit a procedure code, double-click anywhere on the procedure code line and make the […]

1. Go to Advanced Setup -> Notifications->Appointment Reminder Email tab and select the option ‘Appointment Status and Type Specific Templates’ from the Message Option. Click on Save.   2. Go to Advanced Setup -> Letter Master and create new letter using icon on the top-right corner of the screen. Group code: “APPOINTMENT-REMINDER” Letter name: <<Schedule […]