When adding a new office, users have the option to copy the following from one “master” location to the new location:
- procedures codes which may be selected by the office staff within patient records
- holidays
- security groups
- letters
- macros
Found via the word “Setup” in the word toolbar, office-specific settings are:
- office setup: selectable procedure codes (the codes which may be selected by the office staff within patient records)
- office setup: selectable explosion codes (the codes which may be selected by the office staff within patient records)
- office setup: third-party integration
- scheduler views
- collection letter setup
Found via the word “Setup” in the word toolbar, global settings for the entire enterprise are:
- security setup: security groups
- user: setup
- insurance plans
- insurance carriers
- insurance employers
- referrals
- ADA (dental) procedure codes (all available codes within the programming)
- Lock Default Provider (per procedure code)
- Default Notes Macros (per procedure code)
- Show ADA code and description in progress notes (per procedure code)
- explosion codes (all available codes within the programming)
- AMA (medical) procedure codes (all available codes within the programming)
- medical billing and diagnostic codes
- fee schedules
- medical alerts
- dental questionnaire
- medical questionnaire
- collection agencies
- prescriptions
- labs
- payment types
- miscellaneous setups
Found via the word “Account Info” in the word toolbar, global settings for the entire enterprise are:
- Ledger Colors
- Theme Color
- Full Screen Enablement
- Show Booked Production in Scheduler
- Appointment e-Card
- Lighthouse Activation
- Auto Recurring Payments with TransFirst
- Production Colors in Appointment Units
- Maximum Treatment Plan discount percentage
- Treatment Plan discount code
- TransWorld Activation
- Default Treatment Plan Filter
- Per Visit Co-Pay Activation
- Culture Settings (for international accounts)
- Individual statement close out
Found via the word “Reports” in the word toolbar, office-specific settings are:
- custom / custom letters
- custom / custom postcards