Settings

Conditions

• Adding conditions to the list of favorites
• Customizing conditions
• Removing conditions from the list of favorites

Coverage tables

• Adding exceptions in coverage table templates

Custom pick lists

• Editing custom pick lists

Fee schedules

• Creating fee schedules
• Deleting fee schedules
• Importing fee schedules
• Updating fee schedules
• Viewing fee schedule associations

Location hours

• Copying location hours
• Deleting location hours
• Editing location hours
• Managing group member working hours
• Setting group working hours

See all 6 articles

Location information

• Setting up a location or an entity as a billing provider
• Updating location information

Medical alerts and medications

• Adding medical alerts
• Deleting medical alerts
• Editing medical alerts
• Inactivating or reactivating medical alerts

Multi-codes

• Adding multi-codes
• Deleting multi-codes
• Editing multi-codes
• Inactivating multi-codes
• Reactivating multi-codes

Operatories

• Adding operatories
• Deleting operatories
• Editing operatories
• Inactivating operatories
• Reactivating operatories

Operatory groups

• Creating operatory groups
• Deleting operatory groups
• Editing operatory groups

Patient communications

• Creating appointment communications

Patient settings

• Enabling or disabling the Student Checklist
• Enabling or disabling time clock
• Setting up the Student Checklist

Payment and billing automation

• Adding billing types
• Adding cash boxes
• Deleting cash boxes
• Editing billing types
• Editing cash boxes

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Prescriptions

• Creating prescription templates
• Customizing settings for printing prescriptions

Procedure codes

• Adding procedure codes
• Creating alias procedure codes
• Deleting procedure codes
• Editing procedure codes
• Inactivating procedure codes

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Provider groups

• Adding provider specialties
• Adding providers
• Deleting provider specialties
• Editing provider specialties

Referral sources

• Adding referral sources
• Editing referral sources (non-patient)
• Managing/Searching & Merging Referral Sources
• Viewing or editing a referral source

Schedule template

• Changing the scheduling time increments

Treatment consent messages

• Adding Procedure-Specific Treatment Consent Messages
• Deleting procedure consent messages
• Editing Procedure-Specific Treatment Consent Messages
• Editing the General Consent Message for Treatment Plans

User accounts

• Importing Users
• Inactivating user accounts

User roles

• Restricting access to locations