How do we make changes to the Email and Text Bypass reasons within a New Patient appointment or Patient Overview screen?
How can I add an insurance website using the Globe Icon?
An insurance carrier informed us that a specific procedure is covered 1 year after the last Date of Service. How can we indicate this option to reflect in the Insurance Plan – Coverage and Limitations?
How can we define our Provider Specialties that reflects in Box 56A on the ADA claim form?
In the drop down box when I am scanning notes, how do I add more options for what I am saving the note under?
How are we able to customize the frequency limitations which are used in the insurance plan setup?

In the drop down box when I am scanning notes, how do I add more options for what I am saving the note under?

Christina

September 15, 2023 22:04
Updated

Document types which are used in the patient notes screen may be defined:

Click the word “Setup”
Choose the “Misc Setup” option from the drop-down selection list
Select “Document Type”
Click Edit
Indicate unique “Type Code”
Input the desired “Description”
Click the Add button
Click the Save button