Setup the Practice Management System
Q: How do I setup the Practice Management system?
*Note: PM Setup
The Practice Management setup process must be completed in a specific order. Please follow the steps listed below.
Review
Please review: Important Information for SOAPware Practice Management.
1. Enroll with Gateway EDI
Please see: Enroll with Gateway EDI.
Please review: Getting Setup with Gateway EDI - What to Expect.
2. Schedule PM Training Webinars
Please see: Schedule Practice Management Training.
3. Setup Facilities (block 24B & 32)
Please see: Create a Facility.
4. Setup Groups (block 33)
Please see: Enter Billing Group(s).
5. Link Provider to Group
Please see: Link a Provider to a Group.
6. Add Provider's Signature (block 31)
Please see: Add Image of Provider's Signature.
7. Set Default Claim Options/Base Export Path
Please see: Set Default Claim Options/Base Export Path.
8. Setup PM Security Administration
9. CPT Code Maintenance (block 24D)
Please see: Setup CPT Code Maintenance.
10. HCPCS Maintenance (block 24D)
Please see: Setup HCPCS Maintenance.
11. ICD Maintenance (block 24D)
Please see: Setup ICD Maintenance.
12. Adjustment Maintenance
Please see: Setup Adjustment Maintenance.
13. Custom Charges Maintenance
Please see: Setup Custom Charges Maintenance.
14. Fee Schedule Maintenance (block 24F)
Please see: Setup a Fee Schedule.
15. Setup Insurance Companies
Please see: Setup Insurance Companies.
16. Setup Contacts/Referring Physicians (block 17)
Please see: Setup Contacts/Referring Providers.
17. Setup Flags/Notes
Please see: Setup Flags/Notes.
18. Setup Custom Demographic Titles
Please see: Setup Custom Demographics Titles.
19. Setup Structured CPT Options
Please see: Setup CPT Code Options.
20. Setup List Options
Please see: List Options.
Reivew
Please review the information regarding downloading and updating CPT, HCPCS and ICD9 codes.