Adding an Encounter for a case which has no previous encounters 1. The Encounter Information window will be displayed as shown below. All the items in the window marked with the asterisk (*) are required fields. If any box with an asterisk is left blank, you will get an error message when you click […]
Category: Advanced Setup
Add/Edit the Claims Receiver (Clearing House) Information
To add/ edit claims receiver, navigate to Advanced Setup and then click on Billing Options. On the proceeding Billing Options screen, click on Configure which will open the EDI Sender Receiver Config. window. On the EDI Sender Receiver Config. screen click on the button to Edit the Claims Receiver (Clearing House) Information. To add new […]
Month End Reconciliation Report
Choose the Advanced Setup module from the main menu and select Open- Close Period. Click on the Reconciliation Report link and run the report for the closed month. Alternatively, you can also access this report by going to the Report Central and selecting the Charges/Payments Reconciliation Report link in the Financials section. On the Parameters screen […]
Search for a Diagnosis Code by description
Click on Favorite Diag. Codes under Advanced Setup from the main menu. To search for a Diagnosis code, enter the code in the ICD Code field upon which all diagnosis codes similar to the searched value will be populated. You can also search for a Diagnosis code using the Description.
Setup Email and Text Messaging Appointment Reminders
Appointment Reminder Setup 1) Select the menu Appt. Reminders from the Advanced Setup module. 2) Configure the details in the E-Mail & SMS tab under the Appointment Reminder Configuration page to send the E-Mail & SMS Alerts to the patient. a) Auth Mail: Mail ID from which the Alert is to be sent. b) Auth Password: Password of […]
Block Provider Off-Time
Go to the Advanced Setup module from the left side menu and click on Provider Off-Time. On the proceeding window, click on to add new Provider Off-Time information. From the drop-down select an Off-Time Type and the Provider and select the Start Date and End Date for the off time. Enter the provider’s Phone Number for emergency contact. Select Practice […]
Generate Custom Letters From Scheduler
Select the Advanced Setup module from the menu on the left and click on the Letter Master to add/ edit letters. Select/ Add the letter to be generated from the Scheduler on saving the appointment. Enter the Group Code of the selected letter as PATIENT_ENCOUNTER_FORMS. Save the letter master by clicking on the Save button. Now […]
Setup Custom Letters
Letters are setup 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. Select the Advanced Setup module from the menu on the left. Click on the Letter Master to open the Custom Letter Templates page as shown below. Letters with pre-built content […]
Block A Provider For Recurring Times
From the main menu select the Advanced Setup module and then click on Provider Off-Time. Click on from the Provider Off-Time screen. From the list select OFF TIME as the Off-Time Type. Select the Provider from the list. Select the Start Date and End Date for the Off-Time. Enter the Phone Number for Emergency contact. Select an appropriate […]
ICD Codes – Favorite Diagnosis
From the main menu, navigate to Advanced Setup and then click on Favorite Diag. Codes. To search for a Diagnosis code, enter the code in the ICD Code field upon which all diagnosis codes similar to the searched value will be populated. You can also search for a Diagnosis code using the Description. To edit […]