Manage Module Preferences
Here you can set default options and settings for features in the Manage Module. Check a box to enable a preference; uncheck a box to disable.
Send all new prescriptions to electronic queue: Only added for 2011 EHR certification.
Time Card first day of week for overtime: If using time cards, set the first day of the week used to calculate weekly overtime (over 40 hours). Setting up Time Cards
ADP Export includes employee name: Select whether or not to include employee names when exporting time card data in ADP format. This information is not needed by ADP, but may make output more readable.
Claim Send window validate on load (can cause slowness): Select when to validate e-claim information on the Insurance Claims window (Managing Insurance Claims).
Select all provider/employees when loading schedules: Determines whether providers and employees are automatically selected by default when you open the Schedules window (Schedule Setup).
Billing and Statement Options: The options below affect billing defaults and what shows on Statements.
Show return address:
Show credit card info: Affects statements generated via the Billing List only.
Show notes for payments:
Show notes for adjustments:
Show procedure breakdown:
Account Numbers use: Select whether to use Chart Number or PatNum for the account number.
Days to calculate due date. Usually 10 or 15. Leave blank to show "Due on Receipt": Enter the number of days that will be used to calculate the Due Date on statements.
Days in advance to bill payment plan amounts due. Usually 10 or 15: Enter the number of days in advance of a payment due date that statements will be triggered to print when running billing. See Patient Payment Plans.
Account module statements default to intermingled mode:
Max number of statements per batch: Enter the maximum number of statements that will be considered a batch when sending statements via the Billing List. Enter 0 to set no limit. Useful for large offices that send many statements.
Show progress when sending statements: Determines whether or not a progress bar shows when sending statements via the Billing List.
Batch Insurance Payments:Show received claims after: Enter a date here (mm/dd/yyyy format). Zero dollar insurance claim payments received after this date only will show in the Batch Insurance Payments window (Batch Insurance Payments). If left empty, zero dollar insurance claim payments will be hidden.
Finalize Claim Payments in Batch Insurance window only:
ERAs print one page per claim: When printing Electronic EOBs (ERA 835s), print one page for each claim listed.