Category: Setup

Important information regarding Legal Entity Setup a. 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, […]

Secondary ID s are insurance-specific. Some payers require the Secondary ID of providers in addition to their NPIs to be sent on claims. The provider’s secondary ID is set up from Provider Set Up screen. Go to Setup from the main menu and choose Provider. Select the required provider and click on .   Setup […]

In medical billing, Fee Schedule and Encounter Procedures (CPT/HCPCS) go hand in hand. Hence, these modules have been incorporated under Fee Schedule. To add, edit, deactivate and filter CPTs in SFS, follow the below-given steps. 1. Select Setup from the main menu and choose Fee Schedule. The Fee schedule window opens to manipulate the Fee […]

In medical billing, Fee Schedule and Encounter Procedures (CPT/HCPCS) go hand in hand. Hence, these modules have been incorporated under Fee Schedule. 1. Select Setup from the main menu and choose Fee Schedule. The Fee schedule opens to manipulate the Fee Schedule and Encounter Procedures (CPT). 2. A default Standard Fee Schedule is created at […]

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. 2. The Practice page will be displayed as shown in Image 1. Image 1 3. Click on the button to open the General tab of Practice […]

Number, date, and currency formats can be customized for each practice. Click on the Setup module and choose Practice. The Practice page will be displayed as shown in Image 1. Image 1 Click on the button to open the General tab of Practice Options page (Image 2). Image 2 The highlighted fields in Image 2 are […]

The Claims receiver for a payer can be changed on the Insurance Master page. 1. Select Setup from the main menu and then click on Insurance/Plan. 2. When the Search Insurance page opens up, search for the insurance (Payer) by typing the full/partial name of the payer on the Company Name field. As you type […]

To set a Product Billing category, we would add it as a Procedure code. A new CPT can be added from a standard fee schedule. Navigate to the Fee Schedule option from the menu in the Setup module. Provided below is the method to add a new CPT to a Standard Fee Schedule. 1. To […]

Billing Method or the Claim submission method of particular insurance is set up from the Insurance Master. 1. From the main menu, click on Setup and then click on Insurance/Plan. The Insurance search window appears, as in Image 1. Image 1 2. Search the Insurance either by Name or by Payer ID. As you type, a list […]

This article explains A. How to add a new insurance company B. How to edit insurance company information, and C. How to merge Two or more insurance company records into one. Insurance Search Screen Select Setup from the main menu and click on Insurance/Plan. A window to search insurance opens up where existing insurances can be […]