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  1. Procentive
  2. Agency Setup and Management

Agency Setup and Management

The foundation. Set up the key modules for your database to operate successfully

Administrative

  • Add Preferred Languages to Clients Module
  • Import Clients
  • Resources Module
  • Create Documents in the Documents Module
  • Change Your Agency Name
  • Restrict IP Address Access
See all 8 articles

Locations and Programs

  • Default Location
  • Add Programs
  • Program Service Location Warning
  • Locations Module
  • Add Programs For The First Time
  • Add A New Location to an Established Agency
See all 7 articles

Staff

  • Create a Staff Profile for an Auditor

Codes

  • Alternate Code Display
  • Zero Rate Codes for Residential Services
  • National Drug Code (NDC) Setup
  • Create an NSF/Stop Payment Fee Code
  • Add Value 24 Code to a Claim
  • Add a Travel Code
See all 9 articles

Payers

  • Workers Comp Payer Setup
  • Payer Type is Missing, Generic Payer Needed
  • Add a Payer
  • Add a Client Rate Payer
  • Add Codes and Rates for Payers

Billing

  • Settings Module - Enter Your Basic Billing-related Data
  • Update Rates Module
  • Prevent Billing Without A Clinical Note

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