PERMISSIONS: Clinic Staff must have Administrator, Billing Manager, Billing Assistant, Front Office, or Operations Manager Permissions assigned in order to manage Transactions.
Introduction to Menu Options: Set Doc Level
The Doc Level is a notice that can be placed onto a visit that some sort of documentation is required. There are three settings for Doc Level: None, Level 1, and Level 2.
When claims are created, they are stamped with one of these Doc Levels, and the person sending claims will know what documentation needs to be printed to accompany the claims. What these document levels represent and how they are used is at the discretion of the clinic using them. The system is providing a method of communication between the poster and the person generating and sending claims.