Go to
Misc (dark blue nav bar) top of the screen > From drop down click
on Customize > Click on User Profile > complete all data
(if data is not completed correctly it will effect billing) when finished
click Save
Click
Misc again > click on Administration > Maintain user > [Add] >
Choose a user type > “user id” is the user’s log-in name.> complete
all other data > complete User Access Scheduler (hours are in
Military time) > Save
To give a staff member access to Administration pages click
Misc > Administration > [Maintain User] > Highlight the staff member
desired click [Update] > Click the box, Administrator:
□
True (this enables that user to access group admin page) this is
for Administrators, Office and Billing managers and Supervisors and senior
billers.
To
set specific permissions: Misc > Customize > Maintain
Sraff > Highlight user, click Set Permissions > check the
Permissions to give user > Save
Complete the Group Settings page Misc > Administration > Group Settings
> Save/Update
Setting up Facilities: > Misc > Administration > [Facilities] >
Click Add New Facility > Complete all pertinent fields > Save
NOTE *If a doctor treats patients on both an inpatient and
ambulatory basis at the same hospital two facilities need to be set up
with different names and different POS codes.
Entering Carrier data: Misc > Customize > Edit Insurances > Click on
EDIT (with the corresponding dropdown box) > Highlight & click on
Carriers > click on Add button > enter ALL pertinent data
(including carrier type, EDI, Policy code) > Save NOTE:
You must later create carrier type and claim offices and
come back to these fields and enter.
Enter Carrier Type: Misc > Customize > Edit Insurances > Click on
EDIT (with the corresponding dropdown box) > Highlight & click on
Carrier Type > Add (most common carrier types are Commercial, Blue
Cross Blue Shield, Medicare, Medicaid, other) > Save > Back
Enter Claim Office: Misc > Customize > Edit Insurances > Click on
EDIT (with the corresponding dropdown box) > Highlight & click on
Claim Offices > Add > Enter data in all pertinent fields including
(Insurance Carrier, Carrier type, filing method, Default…policy type,
Patient accept assignment, participating?)
Group Submitter IDs, for EDI billing: Misc > Administration > Group
Submitter IDs > Enter your IDs and Save
Group Batch Management (practice wide): Misc > Administration >
Group Batch Management > Highlight desired batching system. Note:
Consult Help file for explanation of the different uses.
Maintain Network IDs. (Dr.s Id #s per carrier): Misc > Customize >
Maintain Network IDs > Choose the provider from the UserID
dropdown box > input all the corresponding IDs (including UPIN and TaxID)
> Save
Fee Schedules: Misc > Customize > Fee Schedules > (See Help files for
detailed explanation of how to set these up. They need to be set up in
order for charge fees to automatically generate when CPT/HCPCS codes are
entered & payment amounts to auto-post/adjust when payments are posted
from a carrier.)
Encounter
form Superbills, See HELP files.
Archive Billing Data Automatically on a timed basis: Ledger (dark blue nav
bar) > Practice Billing Archive Record (under
Archive Reports Category) > click [View/Edit] > Click
Schedule button > Name the schedule ie: Monthly Archived Report > Set
the Frequency ie: Monthly > Set time and day/date > Save as New
Schedule