Manage or Add a Facility - Logo, Default Billing Provider and Appointment Length.
Manage or Add a Facility - Logo, Default Billing Provider and Appointment Length.
Where to go?
1. Users may add a new Facility under List->Facilities
2. Once under Facilities, Click Create or Edit an existing
*use the search bar or click on the code to edit an existing case manager
Facility Information
1. Input General Information as required
Facility Settings
Time Step
1. Time Step-updating the time step will change the time intervals on the appointment book located on the left (Refer to picture on the right)
Default Appointment Length: Will set a default length when a user double left clicks on the appointment book to schedule an appointment
2.Facility Logo: A facility logo can be added to display within your database. The photo of the logo must be cropped as close to the logo as possible and formatted to either a PNG or JPEG file.
3. Default Billing Provider: Ezclaim Users can set a default tax id that will auto populate when a case is created
Attaching a company document to an Email/Fax 1. Company Documents allow users to quickly navigate through commonly used forms to fax or email Where to go? 1. Users may manage their forms under List->Company Documents 2. Once under ...
*A insurance must be created in the system before adding the insurance to the patient's chart. Patient's Chart: Creating a New Insurance: Where to go? 1. Users may manage their insurances under List->Insurance Companies. 2. Once under Insurance ...
Managing Accounts: Where to go? 1. Managing User's profiles can be found under List->Users 2. Once under the list of users, Click Create or Make Inactive to remove *use the search bar or click on the code to edit an existing Account Account ...
Billing Rules are applied in a hierarchical order where the most specific setting will win for a given note. There are 4 Billing Rules Selections & 3 areas the billing rule may be set. Billing Rule Locations Global Settings - Located at "Settings" => ...
*In order to make a provider inactive, the provider will need to be taken off the Schedule Template. If the provider has any patients or blocked times remaining on the schedule, the provider will still be displayed on the schedule until those ...