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 first training session.
- Completing this "homework" saves training time and gives you experience using the System.
The first training will not occur until this "homework" has been done.
Use Show Me How (?)
- Located at the bottom of the Left Side Menu.
- Select Show Me How.
- Select the Get Started tab.
- 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.
- General Navigation: Shows how to use the System.
- Getting Started: System and User Setup.
Prepare your Database for Billing
- Library Setup-Prepare to have the following information ready:
- Pay to/Billing Locations: Practice address, EIN, and NPI
- Service Facilities (Places of Service): Facility addresses, NPIs, and CLIA numbers if applicable.
- Billing/Rendering Providers: NPIs and Tax ID number(s)
- Referring Providers: NPIs (We may be able to import this from your current system.)
- Insurances: Payers and addresses (We may be able to import this from your current system.)
- Procedure Codes: NDC information and custom Procedure Codes used in your Practice.
- 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
- Add your Billing Office and also add a Pay-To Locations if your mail is received in a PO Box.
- 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
- Enter all of your Service Facility locations (enter CLIA and NPI if applicable)
- Telemedicine (Telehealth) Facility setup
- Select Add.
- Add a Facility ID, Name and POS 02.
- 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
- Using the NPPES Import tool, import all of your Billing and Rendering Providers.
- If the Provider cannot be found, the Provider can be added manually.
Insurances
- 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.
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