ACTIONBUTTONCOLOR

- COLOR USED FOR DASHBOARD ACTION BUTTONS

• Choose the color of the Action button on the Student and Group Dashboards.

ALLOWCOSIGNALL

- SHOW THE CHECKBOX WHICH CAN SELECT ALL DURING COSIGN REVIEW

• Determines if the Providers have the Select All checkbox during review.

• Yes: The Select All checkbox is available to select all Charges during review.
• No: Providers must individually check each Charge (the checkbox will not be available).

ALLOWGROUPCODESFORINDIVIDUALS

- ALLOW THE USE OF GROUP PROCEDURE CODES TO BE USED BY INDIVIDUALS

• Use Group Procedure Codes when there is only 1 person in the Group (for Appointments and Documentation).

• Yes - With Validation Warning: Groups of 1 can use the Group Procedure Codes with a Validation Warning stating that a Group Procedure Code has been entered for a Group of 1.
• Yes - Without Validation Warning: Groups of 1 can use the Group Procedure Codes, and no Validation Warning will be displayed.
• No and (---): A Group must be greater than 1 to use Group Procedure Codes.

ALLOWPROVIDERMODIFICATION

- ALLOW PROVIDERS THE ABILITY TO MODIFY DOCUMENTATION FROM OTHER PROVIDERS

• No and (---): Providers can only modify their own documentation.
• Yes: Providers can modify the documentation of the other Providers they have access to.

COSIGNREFERRALWARNING

- SHOW NUMBER OF MISSING REFERRALS WHEN COSIGNING MULTIPLES(L)

• This setting is specific to the popup warning on the Cosigning screen when signing through the checkbox workflow.

• No and (---): Only display a popup warning to confirm the number of Charges that a Provider is cosigning.
• Yes: Display a Validation Warning to confirm the number of Charges that the Provider is cosigning and show the count of missing Referrals.

DATESPAN1, DATESPAN2, and DATESPAN3

- CUSTOM DATE SPAN OPTION FOR REPORTS

• The DATESPAN Settings (1, 2, and 3) allow you to define Date Ranges that will be used for reporting, such as the start and end of the school year.
• Ensure the Settings are formatted as outlined in the examples below.

• DATESPAN1: Previous School Year

• Example: School Year_2019-2020_2019-07-01_2020-06-30

• DATESPAN2: Summer Break

• Example: Summer Break_2020-05-25_2020-08-20

• DATESPAN3: Current School Year

• Current School Year_2020-07-01_2021_06_30

• These settings will populate the Date Span field on reports.

DEFAULTINSURANCE

- DEFAULT INSURANCE USED FOR ALL Students

• The designated Insurance ID will become the default Insurance Profile for new Students (for both Billing and Therapist Users).

DEFAULTLOCATION

- DEFAULT LOCATION (POS) ON PROVIDER CHARGE ENTRY

• The designated POS will populate the Location field on the Add Services screen for all new services that Therapists enter.

DEFAULTMASSABSENCEAPPT

- DEFAULT APPOINTMENT PROCEDURE CODE USED WHEN CREATING AN APPOINTMENT FROM THE MASS ABSENCE SCREEN

• Sets the Procedure Code on new Appointments when entering from the Mass Absence screen.

• The Procedure Code must be in use by all Providers to populate as the default.

DEFAULTNOTESTUDENT

-SET DEFAULT STUDENT TYPE FOR NEW NOTEBANK NOTES ONLY

• Determines the default value for the All Students/One Student radio buttons when creating a new Note.

• All Students and (---): The All Students option will be selected by default when creating a new Note.
• One Student: The One Student option will be selected when creating a new Note. 

DEFAULTPC

- DEFAULT PARENTAL CONSENT VALUE WHEN CREATING A NEW Student

• Consent is needed from the parent to bill Medicaid, so the Registration screen tracks whether consent has been received for that student.
• This setting determines the default value for the Parental Consent field when adding a new Student.

• (---): Parental Consent Not Requested and/or Not Received
• Given: Parental Consent has been granted
• Withheld: Parental Consent has not been granted

DEFAULTSHAREDNOTE

 - DETERMINE DEFAULT VALUE OF SHARED FIELD WHEN PROVIDERS ADD A NEW NOTEBANK NOTE

• When adding a Note from the Note Bank, determine the Specialty Shared checkbox should be selected by default, which allows the Note to be shared with other Therapists within the same specialty.

• Shared Unchecked and (---): The option will not be checked when adding a new Note from the Note Bank.
• Shared Checked: The Specialty Shared option will be selected by default when adding a new Note from the Note Bank.

DISABLECHARTNUMBER

-TURN OFF ABILITY FOR PROVIDERS TO CHANGE THE DISTRICT ID/CHART NUMBER FIELD ON PATIENT RECORDS

• Controls the ability for Therapists to modify the District ID/Chart Number on the Student record.

• No and (---): Therapists can modify the District ID/Chart Number.
• Yes: Disables the ability for Therapists to modify the District ID/Chart Number.

DISABLENONBILLABLE

-TURN OFF ABILITY FOR PROVIDERS TO CHANGE THE NON-BILLABLE FIELD ON PATIENT RECORDS

• Controls the ability for Therapists to update the Non-Billable field on the Student record.

• No and (---): Therapists can modify the Non-Billable field.
• Yes: Disables the ability for Therapists to modify the Non-Billable field.

ELIGIBILITYONPATIENTSEARCH

-DISPLAY LATEST ELIGIBILITY REQUEST ON FIND STUDENT SCREEN

• Adds an Eligibility Status filter to the Find Student screen (based on User type) which will display the latest Eligibility request.

• Biller Only: Displays the Eligibility filter on the Find Student screen for Billers.
• Therapist Only: Displays the Eligibility filter on the Find Student screen for Therapists.
• Both Biller and Therapist: Displays the Eligibility filter on the Find Student screen for Billers and Therapists.
• None and (---): Do not display the Eligibility Filter on the Find Student screen.

FORCECASELOAD

 - FORCE CASELOAD FILTER TO ALWAYS BE CHECKED AND DO NOT ALLOW NON-ADMIN PROVIDERS THE ABILITY TO CHANGE

• Controls Therapist's access to Students that are not a part of their caseload.

• No and (---): Allow Therapists to have access to all Students even if they are not part of their caseload.
• Yes: Student access is limited to caseload Students for non-Admin Therapists.

FORCECASELOADCOSIGN

-FORCE CASELOAD FILTER ON THE COSIGN SCREEN

• Enables the Outside of Caseload Report button on the Therapist's Services Requiring Attention screen, which provides the ability to generate a separate report of Students that need a co-signature.

• No and (---): The Outside of Caseload Report button will not be available from the Services Requiring Attention screen.
• Yes: Adds the Outside of Caseload Report button to the Services Requiring Attention Screen.

FORMATTEDDAYS

- CONTROL "FORMATTED DAYS ONLY" SETTING ON CALENDAR FOR THERAPISTS

• Controls what days are visible to the User by automatically selecting the Formatted Days Only setting.

• This Setting should be set to (---) or Off. Contact Support with additional questions.

FULLDIAGNOSISLIBRARY

- USE FULL DIAGNOSIS LIBRARY FOR PROVIDERS INSTEAD OF LIMITED LIBRARY

• No and (---): Limit the Therapist view of the ICD10 codes to only those set up in the Therapist Diagnoses Library.
• Yes: Allow Therapists to view all ICD10 codes available in the Diagnosis Code Library.

GENDERMANDATORY

 - DETERMINE WHETHER GENDER FIELD SHOULD BE MANDATORY

• No and (---): The selection of Gender is not required when registering or modifying a Student.
• Yes: Require a Gender selection when registering and modifying a Student.

GOALDATESMANDATORY

- MARK EFFECTIVE DATES FOR GOAL NOTES MANDATORY IN THE NOTEBANK FOR PROVIDERS

• When a Therapist is adding or modifying a goal note, require effective and expiration dates.

• No and (---): Effective and expiration date are optional for goal notes.
• Yes: Effective and expiration dates are required for goal notes.

ICDCODEOVERRIDE

- DETERMINE WHETHER ICD CODES SHOULD BE OVERRIDDEN BY CPT CODE CHOICE

• A default ICD code can be entered on the Student Registration screen, which is typically the default code used for the Student's services.
• This setting allows the ICD code associated with the Procedure Code to override the student's default code.

• No and (---): Do not override the default ICD code from the Student's record when posting a service.
• Yes: Use the ICD code that is linked to the Procedure Code instead of the default ICD code on the Student's record when posting a service.

IEP

- USE IEP MINUTE TRACKING AND FUNCTIONALITY

• IEP tracking allows Therapists to set up an allowance of minutes for a Student per month, which is helpful if the Student is currently enrolled in an IEP program and has a minimum/maximum number of minutes that they must receive.
• IEP tracking can be located on the Student Dashboard and will update based on the number of minutes received for the current month.
• IEP minutes can also be tracked through Reports, allowing the Provider to easily see any Student with an IEP set up and their minute tracking per month.
• This setting enables or disables IEP minute tracking.

• No and (---): Do not enable IEP minute tracking.
• Yes: Enable IEP minute tracking and summary reporting.

LIMITSHAREDNOTES

- LIMIT THE SHARED NOTES FEATURE TO ONLY BE USED WHEN A STUDENT IS CHOSEN

• No and (---): Therapists can share notes across all Students, specialties, and Providers.
• Yes: Limit Student note sharing for Therapists to users with the same access to the Student.

• Users with Admin access can share notes across students within the same specialty.
• Billers will still be able to share notes across all specialties and Providers.

MASSABSENCESAVE

- CHANGE TEXT OF SAVE BUTTON ON ABSENCE SCREENS

• Changes the text on the Save button on the Mass Absence screen.

• Example: Create Mass Absence Documentation

• If this setting is left blank, the Save button text will not change.

PARENTALCONSENT

 - DISPLAY PARENTAL CONSENT FOR PROVIDERS

• Display the Administrative area for Parental Consent when registering a Student.

• No and (---): Do not display the Administrative area for Parental Consent when registering a Student.
• Yes: Display the Administrative area for Parental Consent during registration. This information displays in conjunction with the DEFAULTPC setting above.

PROVIDERSERVICESONLY

-HIDE PROVIDER OPTION FROM SERVICE HISTORY TO DISPLAY OTHER RELATED PROVIDERS SERVICES

• On the Service History section of the Student Dashboard, Therapists have the option to display other related provider services for the Student. 

• A checkbox (Only My Services) allows them to display only their own services.

• This setting removes the ability for Therapists to see the services of other Providers.

• No and (---): Allow Providers to see the services of other Providers and display the Only My Services checkbox.
• Yes: Therapists can only see their own services, and the Only My Services checkbox is removed.

PROVIDERTIMEZONE

- DEFAULT TIMEZONE USED WHEN CREATING A NEW PROVIDER USER

• Add a default time zone for new Therapists.

• This is helpful if the Therapist's time zone is different than the time zone of the user(s) adding Therapists to the System.

• This is not a mandatory setting.

• If the setting is empty, the time zone will be determined by the location of the user that is adding the Therapist to the System.

REFERRALFILTER

-DEFAULT FILTER OPTION FOR REFERRAL WHEN REVIEWING CHARGES

• Determines the default Referral filter selection on the Review Services screen.

• Any and (---): Display Services even if a Referral is attached.
• Yes: Only show Services if there is a Referral.
• Yes NPI/Medicaid Included: Show Services with a Referral and when the Referring Therapist has both NPI and Medicaid fields completed.
• No: Only display Services without a Referral.

REFERRALS

-USE REFERRAL FIELD ON CHARGES AND APPOINTMENTS

• Referrals are required in certain states for billing Therapy services.
• This setting controls the visibility of the Referral field on Appointments and Services.

• No and (---): Do not show the Referral field on an Appointment or Service.
• Yes: The Referral field will be available when scheduling an Appointment or entering a Service.

REFERRALWARNING

-GIVE WARNING INSTEAD OF STANDARD ERROR WHEN SPECIALTY FIELD "REQUIRES REFERRALS" IS ON AND REFERRAL IS BLANK

• This setting determines what happens when a Therapist is saving a Note/Visit Referrals are flagged as required, but the Referral is blank.

• No and (---): Display an error and prevent the Therapist from saving until the error/Referral is resolved.
• Yes: Display a warning message to the Therapist but allow them to proceed.

REMOVEGENDER

-REMOVE GENDER FIELD FROM THE PROVIDER SIDE DEMOGRAPHICS

• This setting controls whether the Gender field displays in Demographics for the Provider.

• No and (---): Display the Gender field for the Provider view in Demographics.
• Yes: Remove the Gender field from the Provider view in Demographics.

REMOVESSN

-REMOVE SSN FIELD FROM THE PROVIDER SIDE DEMOGRAPHICS

• This setting controls whether the Social Security Number (SSN) field displays in Demographics for the Provider.

• No and (---): Display the SSN field for the Provider view in Demographics.
• Yes: Remove the SSN field from the Provider view in Demographics.

ROUNDINGMODE

-ROUNDING MODE USED WHEN CALCULATING PROCEDURE UNITS

• Half Up and (---): Rounds towards the closest whole number unless both numbers are equidistant, in which case round up.
• Half Down: Rounds towards the closest whole number unless both numbers are equidistant, in which case round down.
• Ceiling: Always round up.
• Floor: Always round down.

RUNELIGIBILITYCHECK

-RUN ELIGIBILITY CHECK AUTOMATICALLY DURING REGISTRATION

• This setting allows you to automatically run an Eligibility check when saving a newly registered Student.

• No and (---): An Eligibility check will not run automatically when saving a newly registered Student.
• Yes: Automatically run an Eligibility check when saving a newly registered Student.

SHOWTEMPGROUPSASPERSONS

-SHOW TEMPORARY GROUPS AS INDIVIDUAL PERSONS

• When set to Yes, temporary groups will always show as individuals on the Calendar.

SKIPAPPTCONFLICTWARNING

-DO NOT UTILIZE THE VALIDATION WARNING FOR OVERLAPPING APPOINTMENTS

• Display Warning and (---): Display a warning if a Provider has Appointments scheduled and attempts to schedule an overlapping Appointment.
• Skip Warning: Only display the conflict warning in Charge Entry and Appointment Entry when the same Student is billed at the same time with the same Procedure Code.

TABCOLORDOCUMENTED

-COLOR USED FOR APPOINTMENT TABS THAT HAVE BEEN DOCUMENTED

• Choose the color of the Appointments tab within the Calendar for Appointments that have been documented.

TABCOLORUNDOCUMENTED

-COLOR USED FOR APPOINTMENT TABS THAT HAVE NOT BEEN DOCUMENTED

• Choose the color of the Appointments tab within the Calendar for Appointments that have not been documented.

TIMEAWAY

-USE THE TIME AWAY FEATURE ON CHARGE ENTRY

• This setting adds a field to Charge Entry to document the time that a Student is not present during a scheduled visit. It will also deduct this amount of time from the Therapist's daily minute total.

• No and (---): Do not add the field in Charge Entry to document the time the student is not present during a scheduled visit.
• Yes: Add the field in Charge Entry to document the time the student is not present during a scheduled visit.

TRANSPORTATIONFROM

-TRANSPORTATION FROM PROCEDURE CODE

• The Procedure Code entered here will be used for the Transportation Procedure From field for transportation services on the Rebill Transportation screen (Services > Rebill Transportation).
• If a value is entered here, the field on the Rebill Transportation screen will not be modifiable.

TRANSPORTATIONICD

-IF USED, ALL TRANSPORTATION CLAIMS WILL HAVE THIS ICD CODE(S)

• The ICD-10 code entered here will be placed on all Transportation Charges.

• Otherwise, the ICD-10 code from the most recently entered Case will be used.

TRANSPORTATIONTO

-TRANSPORTATION TO PROCEDURE CODE

• The Procedure Code entered here will be used for the Transportation Procedure To field for transportation services on the Rebill Transportation screen (Services > Rebill Transportation).
• If a value is entered here, the field on the Rebill Transportation screen will not be modifiable.