Settings

Administrative setup and configuration for various clinic-wide settings

Appointment Setup - Manage Appointment Statuses
This article serves as a guide to managing and customizing appointment statuses in the Calendar View, and also when creating a new appointment.  To learn h...
Thu, 10 Apr, 2025 at 10:25 AM
How to Update a Payer ID for Billing
To update a Payer ID for billing, follow these steps: Steps to Update the Payer ID Access Billing Setup Go to Settings > Billing Setup > Add Ins...
Wed, 26 Feb, 2025 at 7:39 AM
Updating NPI for Different Specialties
Follow the steps below to update the NPI for each therapy: 1. Access Insurance Setup Navigate to Settings > Billing Setup > Insurance Setup. Edit ...
Wed, 26 Feb, 2025 at 8:35 AM
How to Bypass Work Schedule
Overview: Bypassing work schedule requirements allows staff and facilities to schedule billable sessions without entering availability. Follow the steps bel...
Thu, 27 Feb, 2025 at 7:13 AM
Billing Setup - Box 32 from POS Toggle
A new “Box 32 from POS” toggle has been added to Billing Settings to provide two ways for the system to fetch the Place of Service and Region information fo...
Fri, 28 Feb, 2025 at 11:23 AM