Go to the Calendar Right mouse click in the Calendar and select Calendar Properties Under Time Scale, adjust the beginning and end of day. It is recommended to extend this out by 1 hour past your end date. (E.g. the office hours are 8:00 AM to 5:00 PM however…

You will need to turn off the electronic filing. There are several different ways you can turn off the electronic filing. Using the Electronic Filing Setup Go to File menu, select Administration, and click on Maintain Electronic Filing Information You will…

If you have received a rejection stating the type code for Medicare is incorrect: Modify Client Setup Go to Insurance tab Click on Additional button Under Medicare Type Code and select the desired code that Medicare is requesting from the dropdown

To Add/Remove columns: Right click on the list and select Add Column In the Select window, all fields not in use will be listed in the Excluded column. Fields in use be displayed in the Included Column. To add a field, highlight the column under the Excluded…

To export client demographics, provider information, Insurance Company or client's ledger information you will want to start by adding/removing the columns from the list. Next, you will want to export the list to Excel. The below will guide you through on…

Adding a Diagnosis 1. Go to View, select Diagnosis Code, and click ICD 10 Codes. 2. Click Add Diagnosis 3. Type in the ICD 10 codes and ICD Description. The optional fields that can be field are ICD 9 Code, Effective Date, and Effective End Date. Once it…

Archiving Auto Forwarded Secondary’s: In version 12 there is a feature added to the claim queue called auto forward. Auto Forward is dictated from the primary insurance remit, this is only checked if the primary insurance has forwarded the claim to the…

The following will back up your databases however for best practice management it is recommended to move your databases to an encrypted external drive that is kept in a safe place. The will assure if anything goes wrong to this PC, you will have the current…

Below is the webinar for "Best Practices for Billing in Office Therapy".

Names of insurance companies within Office Therapy must be unique. You can create multiple entries for the same insurance company by adding one or more characters to the name of the insurance company. For example, Blue Cross - MD and Blue Cross - Texas. The…