Administrator's Setup Workflow

• Related Articles

• Statement/Invoice Profiles Setup

  Statement/Invoice Profiles must be set up before Statements or Invoices can be batched. If the Statement Profile is selected as the Default, it will be attached to new Patients automatically. Other Statement/Invoice Profiles can be created to be used ...

• Quick Start Guide

  Basic setup of the System There is initial setup that needs to be done before using your System. There are step-by-step instructions to guide you through the setup of each Library. Once you have added the basic Libraries, you will be ready for your ...

• Anesthesia Billing Setup

  Activate Anesthesia Billing A System Setting is used to activate Anesthesia functionality in the System. Admin > System Settings > General > ANESTHESIA > Y Anesthesia Time Units Set up the Anesthesia Time Units Admin > Anesthesia Time Units System ...

• Pre-Payment Setup

  Pre-Payment Setup This workflow is for groups who choose to leave Pre-Payments in escrow as unposted. Example: Surgical Procedure will be performed where the Patient has all or partial responsibility. The office expects a Pre-Payment before the ...

• Electronic Dental Claims Setup and Overview

  Before creating Dental Claims, some preliminary set up needs to be done. Ask Support or your Implementation Manager to activate the Internal Setting(s). Dental Setup Dental Payer On the Insurance in the Insurance Library, select Electronic/Dental for ...