Category: FAQs – Setup & Advanced Setup

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

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 […]

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 under Favorite diag. codes under Advanced Set up. To know more, click here.

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. 2. Search and select the desired provider from the provider list show on screen. 3. The specialty information can be determined from the field named Taxonomy under the Identity Information section.

Is Phone call reminders 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 […]

Go to Advanced Setup from the main menu and choose Claim Lookups. The Claim Lookup screen will be shown as below. Select the Lookup Type.  

1. Go to Setup -> Practice. 2. Click 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 .

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.

1. Go to Setup -> Practice. 2. Click on the  button from the top left of the screen. This shows the screen to add the new office/ location for scheduling. 3. Enter the Name, LE Code, Entity Type, Separate Acct., Default Service Location, Address (Zip, City, State, Country, Phone1, Phone2, Fax, Email), Identity Information (Tax […]