Practice Information

Select the File Menu – Practice Information to enter Information about your Practice or Corporation.

CMS Form Information	Field
Name/Address	Box 33
Federal Tax ID	Box 25
Billing Provider NPI	Box 33A
CLIA	Box 23

To specify additional billing information, for example, a second address that is used for remittance of payments, click the Billing Information tab.

To specify additional options, select the Defaults tab.

Select and enter the specific options for your Practice or Corporation.

Click here for more information on adding or editing Clearinghouse information.

Patient Balances are computed after insurance has responded

If this box is checked, a patients’ balance will not include claims that are still waiting on a response from the Primary and/or secondary payer.  For example, if a patient has primary insurance and a secondary, if a claim is filed for the patient and you print a patient statement, the claim will not appear on the statement until both payers have responded to the claim.  A response is automatically assumed as soon as an Insurance Payment, Adjustment, or Comment is posted to any of the line items on the claim.

If this box is not checked, then the Patients’ statement will include the claim amounts as soon as the claim is posted.

Post Claims Automatically

When a claim is recorded it can be sent to a queue for final review.  The claim will not appear in the Patients’ or Payers register until the claim is Posted.

Check this Box if you want to automatically post claims as soon as they are recorded.

Check Posted Claims cannot be modified, if you want to disable the ability to edit or delete claims that have already been posted.

Base Financial Reports on Claim Posting Date

Financial reports are typically based off the claim service date(s).  If you run a Transaction Report or a Day Sheet report, the date range that you specify will include claim items whose Service ‘From’ date is within the date range specified.

Check this box if you want to base these reports off of the claim Posting date.  For many practices, if you post your claims on the same day that services were performed, then these two dates will be the same.

Aging reports are always based on the Service Dates.  This option cannot be changed.