How to setup contracted fee schedules?

To setup contracted fee schedules, go to Setup from the main menu and choose Fee Schedule. Click on the   button from the screen. Enter the Name, Insurance, Description, and Service Location. Import CPTs from other fee schedules using Import CPT From option. Add new CPTs by using the   button. Click on Save when you are […]

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How to change the price of a code?

To change the price of a code go to Setup from the main menu and choose Procedures. Search for the Billing Code by typing in the code and click on Search. This will list all the results matching the code searched for. Click on the   button for the code to edit it. Change the Amount […]

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How to add additional offices/locations for Scheduling?

To add additional offices/ locations for scheduling go to Setup from the main menu and choose Practice. Click on the   button from the top left of the screen. This shows the screen to add the new office/ location or scheduling. Enter the Name, LE Code, Entity Type, Separate Acct., Default Service Location, Address (Zip, City, […]

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How to add additional locations for billing (Box 32)?

In order to add additional locations for billing, navigate to the Advanced Setup menu from the main menu and select Service Location. Click on the  button from the top left. This will show the screen to add the new service location. Type in the Name, Code, Address, Zip, City, State, Country, Phone#, Fax, NPI#, POS, Legal […]

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How to add third party payer id?

A Third Party Payer Id or the Eligibility Payer Id is used for eligibility verification. This Id is unique for each insurance company and hence needs to be entered in the insurance setup for each insurance screen separately. Follow the below given steps to add the Eligibility Payer Id for an insurance company. Click on […]

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How do I edit or update a plan?

To edit or update an Insurance Plan, click on Setup and then go to Insurance plan. On the Insurance Search page that follows, type in the insurance company’s name in the Insurance Name field. The system will list out the insurance matching the text typed in the Insurance Name field. Click on the Edit Insurance […]

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How Do I Add A Plan To The Insurance Company?

To add an Insurance Plan, click on the Setup module from menu and choose Insurance/ Plan. The Insurance Search page will be displayed. Type in the name of the Insurance Company under which you want to add the plan to list down the search results. Click on the  button corresponding to the required Insurance Company to […]

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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 Insurance Search page will be displayed, type the name of the Insurance Company you want to edit. 3. The search result will be displayed in the list below. Click on icon corresponding to the company you want […]

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How to add an Insurance Company

To Add an Insurance Company, click on Setup and then go to Insurance/Plan. In the Insurance Search page that appears, click on  button. The Insurance Company Information page will appear as shown below. Enter the following mandatory information Name of the Insurance company Payer Id- Enter the clearing house claims payer id for the selected insurance […]

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How Do I Add Provider Insurance?

Click on the Setup module and choose Provider. The Provider screen will display a list of all the Providers. Click on the  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 list will be blank. […]

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