Setting Configuration

Setting Configuration consists of two main topics:

Each topic has its own set of subtopics as listed below. Access articles and videos by clicking on the highlighted links.

MY ACCOUNT

SUBTOPIC	PATH	ARTICLE
Initial Password Creation	Automated Email > Follow Article	Article
Reset Forgotten Password	Login page of Ascend Academic	Article
My Account ‐ Edit Account Information	Account Dropdown > My Account	Article
My Account ‐ Change Password	Account Dropdown > My Account > Change Password	Article
My Account ‐ Signature Settings (Provider Users Only)	Account Dropdown > My Account > Signature Settings	Article
Subscribe To Notifications (Provider/Operatories/Patient Status)	Account Dropdown > Notifications	Article
Handling Notifications	Account Dropdown > Notifications	Article

LOCATION DEFAULTS

SUBTOPIC	PATH	ARTICLE
Location Insurance Claim Provider Information	Settings > Location > Location Information > Claim Provider	Article
Location Insurance Billing Entity Name	Settings > Location > Location Information > Claim Provider
Attach Location to In-Network Carriers	Settings > Location > Location Information > Claim Provider
Set Location Hours & Appointment Display Increment	Settings > Location Hours	Hours: Article Increment: Article
Create Operatories	Settings > Operatories	Create: Article Edit: Article
Create Operatory Groups	Settings > Operatory Groups	Article
View Scheduled Appointments Attached To Operatory	Settings > Operatories	Article
Location Information - Billing Statements	Settings > Location Information > Billing Statements	Article

BILLING SETTINGS

SUBTOPIC	PATH	ARTICLE
Enter Fee Schedules	Settings > Production > Fee Schedules	Article
Copy/Increase Fee Schedule	Settings > Production > Fee Schedules	Article
Copy/Decrease Fee Schedule	Settings > Production > Fee Schedules	Article

USER ACCOUNTS

SUBTOPIC	PATH	ARTICLE
Create User Accounts	Settings > User Accounts	Create: Article Inactivate: Article
Review & Establish Oragnization User Roles (Access Rights)	Settings > User Roles	Article
Upload Photo	Settings > User Accounts > Basic Info	Article
Basic Info & Inactivity Timeout	Settings > User Accounts > Basic Info
Assign User Role Per Location	Settings > User Accounts > User Roles & Locations
Provider Info	Settings > User Accounts > Provider Info
Provider Fees / In-Network Carriers	Settings > User Accounts > Fees
Provider Working Hours	Settings > User Accounts > Working Hours

BILLING DEFAULTS

SUBTOPIC	PATH	ARTICLE
Insurance	Settings > Production > Insurance Defaults	Article
Custom Pick Lists	Settings > Location > Custom Pick Lists	Article
Ledger Options ‐ Transaction Types	Settings > Ledger Options > Transaction Types	Article
Ledger Options ‐ Tagging Rules ‐ Payments
Ledger Options ‐ Tagging Rules ‐ Adjustments
Ledger Options ‐ Tagging Rules ‐ Default Mandatory Tags Credit Cards
Ledger Options ‐ Ledger Rules ‐ Transaction Locking	Settings > Ledger Options > Ledger Rules	Setup: Article Unlocking: Article
Procedure Codes ‐ Create Custom Codes	Settings > Procedure Codes & Conditions > Add Procedure Code	Article
Procedure Code ‐ Create Multi‐Code		Article
Procedure Codes & Condition Favorites	Settings > Procedure Codes & Conditions > star icon	Article
Discount Options ‐ Set‐up Discount Fee Scale (optional)	Settings > Discount Options	Article

PATIENT CARE DEFAULTS

SUBTOPIC	PATH	ARTICLE
Prescriptions ‐ Create New Prescription	Settings > Prescriptions > Add New Prescription	Article
Prescriptions ‐ Modify Print Settings	Settings > Prescriptions > Modify Print Settings	Article
Recare ‐ Define & Modify Recare Set‐Up	Settings > Recare	Setup: Article Modify: Article
Recare ‐ Modify Recare Type & Interval	Settings > Recare	Setup: Article Modify: Article
Medical Alerts ‐ Create New Alert	Settings > Medical Alerts Library > Create New	Article

PATIENT FORMS SETTINGS

SUBTOPIC	PATH	ARTICLE
Patient Forms ‐ Activate/Deactivate Feature	Settings > Patient Forms > Toggle Switch	Article
Patient Forms - Consent Forms Set-up	Settings > Patient Forms > Consent Forms	Article
Patient Forms ‐ Activate	Settings > Patient Forms > Activate	Article
Patient Forms ‐ Expiration	Settings > Patient Forms > Form Expiration	Article

PATIENT COMMUNICATION DEFAULTS

SUBTOPIC	PATH	ARTICLE
Walk‐Through Communication Set‐Up Tour	Settings > Patient Communications > Feature Tour	N/A
Modify Defaulted Appointment Confirmed Campaign	Settings > Patient Communications	Article
Create 1 New Communication Campaign	Settings > Patient Communications	Article

LETTER TO PATIENT

SUBTOPIC	PATH	ARTICLE
Creating patient letters	Patient > General > Letter to Patient	Article
Customizing letter templates	Home > Location > Letters	Article
Creating copies of letter templates	Home > Location > Letters	Article
Deleting letter templates	Home > Location > Letters	Article
Creating recipient lists for letters	Home > Location > Letters	Article
Setting up filters for letter merges	Home > Location > Letters	Article

INSURANCE SETTINGS

SUBTOPIC	PATH	ARTICLE
In Network for Insurance Carriers	Home > Insurance > Carriers > Add Carrier	Article
Coverage Table Template Set‐Up	Settings > Production > Coverage Tables	Article
Downgrade Insurance Exception Set‐Up	Settings > Production > Coverage Tables > Manage Exceptions > Add New Exception	Article
Coverage with Age Limit Exception Set‐up	Settings > Production > Coverage Tables > Manage Exceptions > Add New Exception	Article
Customize Coverage Procedure Code Range	Settings > Production > Coverage Tables > Click into Code Range	Article
Entering Insurance Carrier from database	Home > Insurance > Carriers > Add Carrier	Article
Enter Insurance Carrier not in database	Home > Insurance > Carriers > Add Carrier	Article

SUPPORT WORKFLOWS

SUBTOPIC	PATH	ARTICLE
Support Sign‐In Accounts	Question mark icon	N/A
Workflows
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