Practice Setup

To setup your Practice for success, you will want to complete the following steps.

Video HERE: Practice Setup Video 

Practice Setup

1. Click green icon to the right of the Provider Name.
   
   
    
2. Enter Practice Information:
   • Practice/Company Name
   • HIE (Health Information Exchange) is only for North Carolina
   • Type of Practice
   • Practice Federal Tax ID
   • A Provider Name & their licensing information
3. Enter Billing Address:

   IMPORTANT: You MUST use a 9-digit zip code for all addresses in the Practice Setup.

   • Billing Address is where Payments and EOBs are sent UNLESS you enter a Pay to Address.
   • The Billing Address is used on Client Invoices.
4. Optional - Click Use Different Pay-To Address button if you wish to use a PO Box or alternate address for your EOBs or checks. 
5. Enter Office Address - Even if it is the exact same as your Billing Address.
6. Paper Claim Settings - If you plan to use Paper Claims, use the next few fields to setup up your printing preferences.
   • Insurance Form - Choose the color that you would like the paper insurance forms printed in. The data on the forms will always print in black.
   • Print Scaling and Adjustments - Use to adjust the placement of data on the CMS 1500 02/12 Pre-Printed Form for Paper Claim generations. (See below for more details on how to do this).

Setup & Adjust Printer for Pre-Printed Forms

If you elect to submit Paper Claims, some insurance companies require those claims to be printed on special, pre-printed CMS-1500's. Typically these companies are using optical scanners require use a special drop-away ink found in the pre-printed CMS-1500. Normal office printer ink will not work for this.

When you setup a Paper Insurance Company in My Clients Plus, you will need to select to use the Insurance CMS 1500 (02/12) Use Pre-Printed Forms and then adjust your printer settings to align data. 

1. Click green icon to the right of the Provider Name.
2. Scroll down to Print Scaling and Printer Adjustments.
   

Print Adjustment Values

1. Print Scaling -- Print Scaling controls the spacing BETWEEN the lines. It works much like the zoom on a camera. A number greater than 100 will increase the spacing between the lines and a number less than 100 will reduce the spacing between the lines (somewhere between 96-102). Not all providers need to adjust print scaling.
2. Horizontal Adjustment -- This is a number between -5.0 and 5.0 that allows you to move the data on the form side-to-side relative to normal. A positive number will move the data to the right and a negative number will move the data to the left. Adjustments to horizontal will typically be very small like .2 to move the data 1/16th of an inch to the right.
3. Vertical Adjustment -- This is a number between -5.0 and 5.0 that allows you to move the data on the form up and down relative to normal. A positive number will move the data up and a negative number will move the data further down. This setting is usually -1 to - 2.5.
   

Set Printing Adjustment Values - Tips

• Create a new dummy session and invoice it each time a change is made in the Practice Setup alignment adjustments so you can test the alignment.
• Work on Print Scaling first. Do not adjust vertical or horizontal until the Print Scaling is correct.