ACCIDENTSTATE

- ACCIDENT STATE(L)

• The value entered will auto-populate the Accident State in the Case and/or the Accident on the Charge Entry screen.

• Choose the desired State from the dropdown.
• Leave blank if you do not want the State to populate.

ANESTHESIA

- ACTIVATES THE ANESTHESIA FUNCTIONALITY

• This setting activates Anesthesia functionality and adds a new System Setting category (Anesthesia) to allow additional customization.

• No and (---): Do not use Anesthesia.
• Yes: Activate Anesthesia functionality and add the Anesthesia System Setting category.

BILLPROVIDER

- NAME OF BILLING SERVICE

• Billing services can enter their company name in this field to have it printed in the footer section of reports.

CASEDEFAULT

- SET NEW CASES AS DEFAULT

• Yes: The Default check-box on new Cases will be checked, always defaulting new Cases to be the Default Case.
• No: The Default check-box is not selected, so new Cases are not auto-selected as the Default Case.

CASEDIAG

- DEFAULT VALUE FOR DX 1 WHEN CREATING A NEW CASE

• If your practice routinely uses the same Dx in Cases, you can use this setting to add a default code that will always populate the Dx 1 value in new Cases.

CLAIMSPAYERSTATUSTIMEFRAME

- NUMBER OF DAYS A CLAIM STATUS PAYER CHECK IS CONSIDERED VALID

• Enter the number of days a Real Time Claim Status Check with a Payer should be considered valid.
• If left blank, the default number of days will be three.

• This System Setting is for the use of the Real Time Claim Status check feature using the Job Scheduler.

• If you have a Job created to check the Status of outstanding Claims, this setting will control how often the Job checks on a specific Claim.
• The default setting of 3 means that the Job would check on the Claim every 4th day.

CMSPAYMENTPLANSTATEMENTS

- DEFAULT STATEMENTS AS SEND OR HOLD FOR A NEW ACTIVE PAYMENT PLAN (L)

• This setting assigns the default Statement Hold/Send option for new Payment Plans.

Note that this setting applies to the credit card on file Payment Plans created using the integrated credit card processing workflow.

• Hold: When the Guarantor Balance is less than or equal to the Plan Amount, do not send a statement. When the Guarantor's Balance is greater than the Plan Amount, send a statement for the difference between the two. The Statement will indicate there is a Payment Plan in effect, and the amount due will be the difference between the Plan Amount and the total Guarantor's Balance.

• Example: The Guarantor Balance is $1,000 and they have a Payment Plan in place for $750. Their statement amount due will be $250.

• Send: A Statement will be sent for Balances even when a Payment Plan is in place. The Statement will indicate there is a Payment Plan in effect, and the amount due will be the difference between the Plan Amount and the total Guarantor's Balance.

Note that when the Guarantor balance is less than or equal to the Payment Plan amount, the amount due will be $0.00.

CRDTMNGREFUND

- CREDIT MANAGEMENT REFUND

• This setting enables the ability to Refund Credits en masse using Credit Management.
• This setting must be set to Yes if you are Printing Refund Checks from Credit Management (activated by the System Setting CHECK_PRINTING).

• No and (---): Do not enable Mass Refunds in Credit Management.
• Yes: Enables Mass Refunds in Credit Management.

EMPLOYERDEFAULTBILLABLE

- DEFAULT NEW EMPLOYER RECORDS TO BE TYPE=BILLABLE

• No and (---): When adding new records to the Employer/Attorney Library, default them to be Non-Billable (Type = Non-Billable).
• Yes: When adding new Employer/Attorney records to the Library, default them to be Billable (Type = Billable).  This may be useful if your practice does a lot of occupational health or attorney billing.

HOLDPAYMENTPLANSTATEMENTS

- HOLD STATEMENTS FOR ANY GUARANTOR WITH AN ACTIVE PAYMENT PLAN

• Hold all Statements and do not display the Hold option in the Statement dropdown of the plan when a guarantor has an active Payment Plan.

• No and (---): Do not Hold Statements for any guarantor with an active payment plan. You will instead choose whether to hold statements when setting up a payment plan.
• Yes: Hold all statements for guarantors with an active payment plan. The Hold option will not show when setting up a payment plan.

INSAUTOASSIGN

 - AUTO ASSIGN INSURANCE IDS

• Yes: (Default): The system will assign insurance IDs to new insurances added to the Insurance Library. The IDs will be numerical and assigned sequentially (1,2,3,4...)
• No: You will manually assign insurance IDs to new insurances. This is a beneficial option if you have insurance IDs you have used for years (alpha and/or numeric) that you want to continue to use.

INVOICE

- ACTIVATE INVOICE BILLING

• Yes: If sending Invoices instead of, or in addition to Statements.

• This will activate all Invoicing features in the System, including creating Invoice batches and posting Invoice payments.

• No and (---): Default

MAXTASKLIMIT

- MAX TASK LIMIT

• Sets the maximum value in the Task Limit dropdown on the Add/Modify Tag screen when creating a Worklist.

• Default Limit: 500

NOTIFICATIONOPTOUTONERROR

- OPT OUT GUARANTORS THAT HAVE A HARD BOUNCE FOR NOTIFICATIONS

• When a notification email is undeliverable (usually due to invalid or nonexistent email addresses) choose whether you want to continue to use this notification method for the guarantor.

• Opt Out: Opt the Guarantor out of the paperless notification method when a message is undeliverable.
• Do Not Opt Out: Keep the Guarantor in the chosen paperless method even when a message has come back as undeliverable.

PRACTICE

- PRACTICE NAME

• Enter your Practice Name as it will print on reports.

REFAUTOASSIGN

- AUTO ASSIGN REFERRAL IDS

• Yes (and ---): The system will assign Referring Provider IDs to new Referring Providers added to the Library. The IDs will be the first 5 characters of the referring Provider's last name. If the ID already exists, the system will start appending numbers (SMITH1, SMITH2, etc.).

• No: You will manually assign Referring Provider IDs to new Referring Providers. A great option if you have Referring Provider IDs you have used for years (alpha and/or numeric) that you want to continue to use.

TIMELYLIMIT

- SET DEFAULT NUMBER OF DAYS FOR TIMLEY FILING LIMIT (ASSIGN TIMELY FILING LIMIT DAYS ON THE INSURANCE TO OVERRIDE THIS)

• Enter the number of days to be the Default Limit for the Timely Filing of Claims. A different Limit can be entered for any Payer in the Insurance Library (Timely Filing Submission section).
• The value entered here will be used for all payers where a specific value has not been entered. 365 days is the system delivered limit

TIMELYREVIEW

- SET DEFAULT NUMBER OF DAYS FOR TIMLEY FILING REVIEW (ASSIGN TIMELY FILING REVIEW DAYS ON THE INSURANCE TO OVERRIDE THIS)

• Enter the number of days prior to the Timely Filing Limit you would like to be warned.
• A different value can be entered on a Payer in the Insurance Library (Timely Filing Submission section).
• The value entered here will be used for all Payers where a specific value has not been entered on the Payer.
• 180 days is the System delivered value.

UPDATEFEES

-DEFAULT OPTION FOR UPDATE FEES CHECKBOX WHEN UPDATING INSURANCE PROFILE

• This setting controls whether the Update Fees checkbox will default as selected when changing an Insurance Profile using Insurance Management.

• Yes and (---): The Update Fees checkbox is checked by default.
• No: Does not check the Update Fees checkbox by default.

XOFFSET

- HORIZONTAL PRINT ALIGNMENT

• This is the HORIZONTAL ALIGNMENT (left/right) used for aligning a printed HCFA form.

• Enter a Positive number to move the text to the left   
• Enter a Negative to move the text to the right

The larger the number entered, the more the printed text will move.

XOFFSETU

- HORIZONTAL PRINT ALIGNMENT - UB04

• This is the HORIZONTAL ALIGNMENT (left/right) used for aligning a printed UB04 form.

• Enter a Positive number to move the text to the left 
• Enter a Negative to move the text to the right

The larger the number entered, the more the printed text will move.

XPOFFSET

- HORIZONTAL PREVIEW ALIGNMENT

• This is the HORIZONTAL ALIGNMENT (left/right) for both HCFA and UB40 forms when Previewing.

• Enter a Positive number to move the text to the left 
• Enter a Negative to move the text to the right

The larger the number entered, the more the printed text will move.

YOFFSET

- VERTICAL PRINT ALIGNMENT

• This is the VERTICAL ALIGNMENT (up/down) used for aligning a printed HCFA form.

• Enter a Positive number to move the text down 
• Enter a Negative number to move the text up

The larger the number entered, the more the printed text will move.

YOFFSETU

- VERTICAL PRINT ALIGNMENT - UB04

• This is the VERTICAL ALIGNMENT (up/down) used for aligning a printed UB04 form.

• Enter a Positive number to move the text down 
• Use a Negative number to move the text up 

The larger the number entered, the more the printed text will move.

YPOFFSET

Sometimes the negative and positive numbers move the text in the opposite direction. It depends on your printer.

- VERTICAL PREVIEW ALIGNMENT

• This is the VERTICAL ALIGNMENT (up/down) for both HCFA and UB04 when Previewing. 

• Enter a Positive number to move the text down
• Use a Negative number to move the text up 

The larger the number entered, the more the printed text will move.

Learn More

System Settings Overview

Set up Timely Filing Panel on the Insurance