General System Settings

General System Settings

ACCIDENTSTATE

DEFAULT ACCIDENT STATE
The value entered will auto-populate the Accident State in the Case and/or the Accident on the Charge Entry screen.
  1. Choose the desired State from the dropdown.
  2. 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.
  1. No and (---): Do not use Anesthesia.
  2. 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.

CMSPAYMENTPLANSTATEMENTS

DEFAULT STATEMENTS AS SEND OR HOLD FOR A NEW ACTIVE PAYMENT PLAN
This setting assigns the default Statement Hold/Send option for new Payment Plans.
Note: This setting applies to credit card on file payment plans created using the integrated credit card processing workflow.
  1. Hold: When the Guarantor Balance is less than or equal to the Plan Amount, do not send a statement. When the Guarantor 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 Balance.
    1. Example: Guarantor Balance is $1,000 and they have a Payment Plan in place for $750. Their statement amount due will be $250.
  2. Send: A statement will be sent for balances even when a payment plan is in place.
    1. 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 Balance.
    2. Note: 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.
  1. 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.
  2. 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.
  1. Default Limit: 500

NOTE_SNOOZE_TIME

HOW LONG THE ALERT WILL BE SNOOZED FOR (MIN)
Minutes the Alert will be snoozed.

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.
  1. Yes and (---): The Update Fees checkbox is checked by default.
  2. 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.
  1. Enter a Positive number to move the text to the left   
  2. Enter a Negative to move the text to the right
Notes
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.
  1. Enter a Positive number to move the text to the left 
  1. Enter a Negative to move the text to the right
Notes
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.
  1. Enter a Positive number to move the text to the left 
  2. Enter a Negative to move the text to the right

YOFFSET

VERTICAL PRINT ALIGNMENT
This is the VERTICAL ALIGNMENT (up/down) used for aligning a printed HCFA form.
  1. Enter a Positive number to move the text down 
  2. Enter a Negative number to move the text up
Notes
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.
  1. Enter a Positive number to move the text down 
  2. Use a Negative number to move the text up 
Notes
The larger the number entered, the more the printed text will move.

YPOFFSET

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

This is the VERTICAL ALIGNMENT (up/down) for both HCFA and UB04 when Previewing. 
  1. Enter a Positive number to move the text down
  2. Use a Negative number to move the text up 
Notes
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



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