Recent Updates
-
Updated on: Dec 07, 2022
14. Flags/Notes Category Manager
Tools->Flags/Notes Category Manager
Add Notes and Flag patient accounts to alert user when scheduling or opening account.
-
Updated on: Dec 07, 2022
13. Contacts/Referring Physicians (Block 17)
Tools -> Contacts
Additional information in SOAPedia
-
Updated on: Dec 07, 2022
12. Insurance Company Manager
Tools -> Insurance Companies
-
Updated on: Dec 07, 2022
11. Fee Schedule Maintenance (Block 24F)
Tools menu -> Billing Maintenance -> Fee Schedule Maintenance
-
Updated on: Dec 07, 2022
10. Custom Charges Maintenance
Tools menu -> Billing Maintenance -> Custom Charges Maintenance
-
Updated on: Dec 07, 2022
9. Adjustment Maintenance
Tools menu -> Billing Maintenance -> Adjustment Maintenance
-
Updated on: Dec 07, 2022
8. ICD Maintenance (Block 21)
Tools menu -> Billing Maintenance -> ICD Maintenance
-
Updated on: Dec 07, 2022
7. HCPCS Maintenance (Block 24D)
Tools -> Billing Maintenance -> HCPCS Maintenance
-
Updated on: Dec 07, 2022
6. CPT Code Maintenance (Block 24D)
Located in the Tools menu -> Billing Maintenance ->CPT Maintenance
-
Updated on: Dec 07, 2022
5. PM Security Administration
Tools -> Security
Billing Security options have been added for Groups, Roles and Users. Each section will have to be completed to allow Users access to assigned areas of Billing. Click on a specified action to allow access (green check mark), deny access (red X) or default to the user's individual privileges (leave blank ). Clicking on Allow All button will place a check in all boxes and Clicking Deny All will place a red X in all boxes.
Users should be added to Security Prior to assigning privileges to Billing
Security changes made will not take effect until you log out. For additional documentation on Security see SOAPedia online manual