Category: Setup

Provider Master Features 1. To access Provider Master, go to the Setup module from the main menu and click on Provider. 2. To add new providers, you need to contact our sales team or support team. 3. Existing providers are listed on the left pane. Click on any provider on the left pane to edit […]

Important information regarding Legal Entity Setup Legal entity holds your practice’s physical and pay-to Address and also controls whether the billing is done at an individual level or a group level. This information is defined at the Entity Type field of the LE screen. If you’ve chosen any of the Group Entity Types, such as […]

All About Insurance Company Master This article explains the following: A. Features in the Insurance Search Screen B. How to add a new insurance company C. How to Add and Edit Insurance Plans D. How to edit insurance company information E. How to merge two or more insurance company records into one. Insurance Search Screen […]

Our Practice Management Software recognizes that each practice has its own unique approach to customer relationship management, MR number generation, and preferences for date, number, and time zone formatting. Additionally, factors such as financial year settings and payment configurations—particularly for credit card processing—can vary across practices. To accommodate this, Practice Management Software allows a wide […]

Physicians must verify each patient’s eligibility and benefits to ensure they receive payment for the services provided. The primary goal of eligibility verification is to prevent claim denials, minimize payment delays, streamline back-end processes, and improve patient satisfaction. Below are the steps involved in configuring eligibility verification. 1. Select Setup from the main menu and […]

CRM stands for Customer Relationship Management. Users need help/support and require assistance in using the system. For this purpose, CRM can be configured individually for each practice. The following explains the steps in the CRM configuration. 1. Select Setup from the main menu and then choose Practice. Select the required practice from the list of […]

This section is for information purposes only. The setup would be completed by our Implementation team. The third-party software provides Practice management System with the API key and ID for setup. The Payment Gateway tab on the Practice Options page is used to configure the payment gateway for a specific practice. This setup enables integration […]

This is used for configuring the document management functionalities of a particular practice. This mainly includes total storage limit, individual file size limit, authentication code for server access, etc. The following are the steps in the configuration of document management. 1. Select Setup from the main menu and then choose Practice. Select the required practice […]

Admin-Only Process Adding a prefix to the MR number can be done only by a person with admin capability. How to add a Prefix to MR# Adding a prefix to the MR number can be done only by a person with admin capability. 1. Click on the Setup from the main menu and choose Practice. […]

Practice-Level Format Settings Number, date, and currency formats can be customized for each practice. Click on the Setup module and choose Practice. How to Customize Number, Currency and Date Formats The Practice page will be displayed as shown in Image 1. Click on the button to open the General tab of Practice Options page (Image 2). […]