As you get set up in the system, we recommend completing the following steps to ensure that everything you need is set up.
Step 1: Set up and Verify Profile
After you log in for the first time, you will want to set up your profile, set your calendar and availability, and customize your notification preferences.
- Log in and set new password
- Update Profile- be sure to add your title and credentials as they will be used in your digital signature.
- Customize Profile Settings
- Set up Schedule and Availability
- Customize Calendar and Appointment Preferences
Step 2: Set up Billing
First, you will need to add your Billing Class, which will indicate the default modifier that is included when you bill claims to insurance payers, and then set your default billing rates. Please note that you will not be able to add your Billing Class until you have entered your Rendering NPI.
- Add Rendering NPI and Billing Class
- Set Default Billing Rates
Step 3: Add Clients
As you start adding clients, it is important to add the information exactly as it appears on file with the Insurance Company.
- Add Client
- Edit Client Details
Once the Client is created, you can add or edit the following information:
- Add Diagnosis
- Assign Provider
- Add an Associated Party
- Add Authorized Release