Quick Start Guide

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.
  1. Once you have added the basic Libraries, you will be ready for your first training session.
    1. Completing this "homework" saves training time and gives you experience using the System.
Alert
The first training will not occur until this "homework" has been done.

Use Show Me How (?)
    1. Located at the bottom of the Left Side Menu.
      1. Select Show Me How.
      2. Select the Get Started tab.

    1. Question Mark (?) on the Title bar on a screen for step-by-step guidance.

Use the Help Center on the Left Side Menu for a comprehensive guide on the usage of the System.
  1. General Navigation: Shows how to use the System.
  2. Getting Started: System and User Setup.

Prepare your Database for Billing

  1. Library Setup-Prepare to have the following information ready:
    1. Pay to/Billing Locations: Practice address, EIN, and NPI
    2. Service Facilities (Places of Service): Facility addresses, NPIs, and CLIA numbers if applicable.
    3. Billing/Rendering Providers: NPIs and Tax ID number(s)
    4. Referring Providers: NPIs (We may be able to import this from your current system.)
    5. Insurances: Payers and addresses (We may be able to import this from your current system.)
    6. Procedure Codes: NDC information and custom Procedure Codes used in your Practice.
    7. Statement Profiles Setup: Statement Setup and Dunning Messages. (Reminders and Notifications: premium add-on feature)

Set up the basic Libraries in this order:

Pay To/Billing Locations

  1. Add your Billing Office and also add a Pay-To Locations if your mail is received in a PO Box.
  2. If a Pay To/Billing Location was added in error, deactivate it.

    • From Libraries on the Left Side Menu, select the Pay To/Billing Locations button

    • Select the Modify icon on the Location that you want to deactivate.

    • Deselect the Active box.

    • Click Save [F2].

Service Facilities

  1. Enter all of your Service Facility locations (enter CLIA and NPI if applicable)
  2. Telemedicine (Telehealth) Facility setup
    1. Select Add.
    2. Add a Facility ID, Name and POS 02.
    3. Select Save [F2]
It is not necessary to add a separate facility for billing Telemedicine. Change the POS to 02 during Charge entry

Billing/Rendering Providers

  1. Using the NPPES Import tool, import all of your Billing and Rendering Providers.
  2. If the Provider cannot be found, the Provider can be added manually.

Insurances

  1. If your Insurances are not being imported from your old system, you can add multiple insurances in one step by using the Clearinghouse Payer List.