How to add third party payer id?

1. To Add third party payer id, click on Master Setup module from menu and choose Insurance. 2. The Search Insurance Company page will be displayed, type the name of the Insurance Company you want to edit and click the Search button.. 3. The search result will be displayed in the list below. click on […]

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How do I edit or update a plan?

1. To edit or update an Insurance Plan, click on Master Setup module from menu and choose Insurance. 2. The Search Insurance Company page will be displayed, type the name of the Insurance Company under which the plan you want to edit exists and click the Search button. 3. The search result will be displayed […]

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How do I add a plan to the Insurance company?

1. To add an Insurance Plan, click on Master Setup module from menu and choose Insurance. 2. The Search Insurance Company page will be displayed. Type the name of the Insurance Company under which you want to add the plan and click the Search button.. 3. The search result will be displayed in the list […]

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How do I edit Insurance company information?

1. To Edit Insurance Company information, click on Setup module from menu and choose Insurance / Plan. 2. The Search Insurance Company page will be displayed, type the name of the Insurance Company you want to edit and the list of searching insurance will get populate. 3. The search result will be displayed in the […]

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How to add an Insurance Company

1. To Add an Insurance Company, click on Setup module from the menu and choose Insurance/Plan. 2. In the Search Insurance Company page that appears, click the add button. The Insurance Company Information page will appear as shown below. 3. Enter the following information on this page:   Company Name and Address a) Enter the […]

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How to add a Referring Physician

To add a Referring Physician: 1. Click on the Referring Physician module to open the Referring Providers page. 2. Click the add button, and enter the relevant information in the page that appears. (a) All fields marked with a asterisk(star) Ø should compulsorily be filled. (b) National Identifier (The National Provider Identifier or NPI will […]

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How do I set Provider Off Time

1. Click on the Setup module and choose Provider Off Time, the Provider Off Time page will be displayed. Select a Provider from the list and click the Search button to view or edit any existing off time information. 2.  Click the add button, to add new Off Time information. 3. Enter the details as […]

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How do I add Provider Insurance

1. Click on the Setup module and choose Provider, the Provider page will display a list of all the Providers. 2. Click on the Setup Insurance button next to the Provider’s name to open the Providers Insurance List as shown below. If the provider has any existing insurance it will be listed here; otherwise the […]

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How do I create a Legal Entity

When starting a new medical practice or reorganizing an existing practice, one of the first things you will need to do is choose a Legal Entity through which the practice will be conducted. More than one Legal Entity would be used in a multi-office scenario when you want to setup the second office as a […]

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How do I block Holidays

1. Click on the Setup module and choose Practice, the Practice page will be displayed. 2. Click the Setup Break/Holidays button,this will open the Break Display page listing all the breaks and holidays as shown below. 3. To block holidays, click the add button, this will open the Break Information page where the details of […]

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