Setup PM List Options
Q: How do I setup PM list options?
*Note: PM Setup
The Practice Management setup process must be completed in a specific order. Please follow the setup lessons for step-by-step instructions.
1. Open List Options
To open List Options click on the Tools menu, then select Options.
2. Setup Billing Payment Types
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Create the payment types that are accepted by the clinic. Add as many as needed by following the steps below:
- Highlight Billing Payment Types.
- Click the Create List Item button (green +).
- Enter the payment type into the Text box.
- Click the Create button.
Repeat steps 1-4 until all payment types have been added.
3. Setup Financial Classes
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Edit or add any financial classes that the clinic will use to track patients by following the steps below:
- Highlight Financial Classes.
- Click the Create List Item button (green +).
- Enter the financial class type into the Text box.
- If desired, choose a BackColor for the financial class (do not need to select a ForeColor). This will color code the patient's account window.
- Click the Create button.
Repeat steps 1-4 until all financial class types have been added.
4. Setup Schedule Appointment Status
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Edit or add any appointment status that the clinic will use to track patient appointments by following the steps below:
- Highlight Schedule Appointment Status.
- Click the Create List Item button (green +).
- Enter the appointment status into the Text box.
- If desired, choose a BackColor for the appointment status. This will color code the patient's appointment.
- Click the Create button.
Repeat steps 1-4 until all appointment status' have been added.