Manage Module Preferences

In the Main Menu, click Setup, Manage, Manage Preferences.

Alternatively, click Setup, Module Preferences, Manage tab.

Set default options and settings for features in the Manage module. To enable a preference, check the box or uncheck the box to disable.

Send all new prescriptions to electronic queue: Only added for 2011 EHR certification.

Time Card first day of week for overtime: If using time cards, set the first day of the week used to calculate weekly overtime (over 40 hours). See Time Card Setup.

ADP Export includes employee name: Select whether or not to include employee names when exporting time card data in ADP format. This information is not needed by ADP, but may make output more readable.

Claim Send window validate on load (can cause slowness): Select when to validate e-claim information on the Insurance Claims window (Send Claims).

Select all provider/employees when loading schedules: Determines whether providers and employees are automatically selected by default when you open the Schedules window (Schedule Setup).

Billing and Statements: The options below affect billing defaults and what shows on Statement.

Show return address:

Show notes for payments:

Show notes for adjustments:

Show procedure breakdown:

Account Numbers use: Select whether to use Chart Number or PatNum for the account number.

Days to calculate due date. Usually 10 or 15. Leave blank to show "Due on Receipt": Enter the number of days that will be used to calculate the Due Date on statements.

Days in advance to bill payment plan amounts due. Usually 10 or 15: Enter the number of days in advance of a payment due date that statements will be triggered to print when running billing. See Payment Plan. Cannot be used with Dynamic Payment Plans.

Account Module statements default to intermingled mode:

Max number of statements per batch (0 for no limit): Enter the maximum number of statements that will be considered a batch when sending statements via the Billing List. Number entered cannot be greater than 256. Enter 0 to set no limit. Will be ignored if using Output to File and EDS options in Billing Defaults. Useful for large offices that send many statements.

Show progress when sending statements: Determines whether or not a progress bar shows when sending statements via the Billing List.

Print statements alphabetically: Only visible when clinics is enabled. Determines order statements are printed.

Show claims received after days (blank to disable): Zero dollar insurance claim payments received within the number of days entered will show in the Batch Insurance Payments window (Batch Insurance Payment) when finalizing an insurance check. If left empty, zero dollar insurance claim payments will be hidden.

Finalize claim payments in Batch Insurance window only:

ERAs print one page per claim: When printing ERAs, print one page for each claim listed.

ERAs post write-offs for Category Percentage and Medicaid/Flat CoPay: Determines whether write-offs will be posted for Category Percentage and Medicaid/Flat CoPay insurance plan types.

Insurance Payments: show auto deposit: Determines whether or not automatic deposits for claim payments is enabled or disabled.

Allow paid 30 minute breaks: Determines whether up to 30 minutes of break time is considered as paid or unpaid on time cards.

Note: Before changing this preference, have all employees clock out and make any needed time card adjustments. Changing the preference will not affect historical time card breaks. Breaks that occur while the preference is checked will remain as paid breaks. Breaks that occur when the preference is unchecked will remain as unpaid breaks.

ERA allow total payments: Determines if procedure level payment splits are required when processing ERAs.

ERA Automation: Determines if ERAs are processed automatically or manually.

Note: This preference can also be set on a Carrier level. See Carriers.

Deposit Software: Select a software to deposit to when utilizing Deposits. Options are:

Hide providers without DEA number from making (non electronic) prescriptions: Determines which providers are listed when creating an Rx / Prescription.

Save accounting invoice attachments in database: Determines if invoice attachments on Accounting Transactions are saved to the database or to a local folder.