Agency Setup and Management

Administrative

• Import Clients
• Resources Module
• Create Documents in the Documents Module
• Change Your Agency Name
• Restrict IP Address Access
• Diagnoses Module

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Locations and Programs

• Add Programs
• Program Service Location Warning
• Locations Module
• Add Programs For The First Time
• Add A New Location
• Add Locations

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

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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