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.

1. Enroll with Gateway EDI

2. Schedule PM Training Webinars

3. Setup Facilities (block 24B & 32)

Please see: Create a Facility.

4. Setup Groups (block 33)

6. Add Provider's Signature (block 31)

7. Set Default Claim Options/Base Export Path

8. Setup PM Security Administration

9. CPT Code Maintenance (block 24D)

10. HCPCS Maintenance (block 24D)

11. ICD Maintenance (block 24D)

12. Adjustment Maintenance

13. Custom Charges Maintenance

14. Fee Schedule Maintenance (block 24F)

Please see: Setup a Fee Schedule.

15. Setup Insurance Companies

16. Setup Contacts/Referring Physicians (block 17)

17. Setup Flags/Notes

Please see: Setup Flags/Notes.

18. Setup Custom Demographic Titles

19. Setup Structured CPT Options

20. Setup List Options

Please see: List Options.


Please review the information regarding downloading and updating  CPT, HCPCS and ICD9 codes.