Category: Advanced Setup

All about Service Location Master 1. Service Location Master screen can be used to add new service locations and edit existing service location info. 2. Go to Advanced Setup and click on Service Location to access the Service Location Master screen. 3. Click  button to add a new service location. Mandatory fields are Name, Code […]

General Ledger Accounting General ledger accounting is used for recording all the financial transactions of the practice. The setup and configuration for the general ledger accounts are done through the GL Master in the Advanced Setup. GL Master 1. Go to Advanced Setup-> GL Master. GL Master can be used to view all the accounts […]

Billing Options This page allows you to configure various billing parameters, including claim number generation, rules for grouping claims and claim batches, and clearinghouse setup. These settings are essential for streamlined billing and accurate tracking. The page can be accessed via the Advanced Setup menu. The Billing Options Screen Image 1 Parameter Setup on the […]

Where to Find Clearinghouse Information Clearinghouse information is available on the Advanced Setup → Billing Options page. How to Set Up Clearinghouse Information 1. To set up the claims receiver, navigate to Billing Options. 2. On the Billing Options screen, click on Configure in the Batch Grouping Rule section (highlighted in Image 1), which will […]

Financial Reconciliation Practice Management System uses an accounting (transaction) date concept for financial reconciliation. All transactions in the system are captured along with an accounting date, and this field is generally editable unless the entered accounting date falls within a closed-month period. Closing a month, hence, prevents the editing of transactions that fall in the […]

This screen is used to save a sub set of ICD codes which are frequently used by the practice more than any other code. Saving a sub set of codes specific to the practice makes searching and charting easier. The complete list of ICD codes can be searched and found in the ICD lookup which […]

Practice Management System permits you to send appointment reminders through email and text message. Email Appointment Reminder Setup at the Practice level Each Practice Management System account can send email reminders using any of the 2 methods below Using our default email credentials Using Account’s custom email credentials. To Setup with Practice Management System’s default […]

Letters * Letters are set up from the Letter Master, which contains many customizable letter templates. * You can add new letters or edit and customize existing ones to suit your needs. * Letters can be grouped according to their purpose, like collections, appointment reminders, etc.; use appropriate group codes while creating the letters to […]

Adding a New Case Type To add a new case type, follow the below-given steps. 1. From the main menu, select Advanced Setup and then click on All Lookups. 2. On the Billing Lookups tab, click on CASE_TYPE from the Claim Lookup Types on the left and click button (highlighted in Image 1) to add […]

Add Modifier To add a modifier to the list, select  Claims Lookup under the Advanced Setup menu. On the Search Claim Lookups screen, click on the   button to add a new Claim Lookups A new claim lookup window opens up for configuring Modifiers. Enter the Type by selecting and choosing MODIFIER from the list. Enter the new […]