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.

In the Main Menu, click Setup, Manage, Manage Preferences or Setup, Module Preferences, Manage tab.

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). See Time Card Setup.

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 (Send 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 Statement.

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 Payment Plan.

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.

Show claims received after days (blank to disable): Enter number of days past here. Zero dollar insurance claim payments received after the number of days entered will show in the Batch Insurance Payments window (Batch Insurance Payment). 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 ERA, print one page for each claim listed.

Insurance Payments: Show Auto Deposit: Determines whether or not automatic deposits for claim payments is enabled or disabled.

Allow paid 30 minute breaks: Determines whether up to 30 minutes of break time is considered as paid or unpaid on time cards.

Note: Before changing this preference, have all employees clock out and make any needed time card adjustments. Changing the preference will not affect historical time card breaks. Breaks that occur while the preference is checked will remain as paid breaks. Breaks that occur when the preference is unchecked will remain as unpaid breaks.