How to Set up Office Settings
"Begin setting up your clinic’s foundational information to ensure your EMR accurately reflects your practice details and
facilitates smooth operations. Start by entering the essential details below."
facilitates smooth operations. Start by entering the essential details below."
- Practice Details: Set up your Practice Display Name, Legal Facility Name, and Specialty Type to ensure accurate representation of your clinic.
- Location Information: Enter the Legal Address, including city, state, zip code, and country, to reflect your clinic's primary location.
- Contact Information: Provide the Office Phone Number, Fax Number, Business Email, and Website for easy communication and accessibility.
- Additional Data: Use the Additional Data fields for any extra information relevant to your practice setup.
Basic Information: Graphic 1
"Uploading your clinic logo is quick and simple! Choose an image with an average file size for optimal performance.
This logo will help personalize your EMR interface, providing a consistent brand experience for users and patients alike."
This logo will help personalize your EMR interface, providing a consistent brand experience for users and patients alike."
Basic Information: Graphic 2
- Facility Details: Enter your Facility Code and Facility Registration Number to ensure compliance with location and registration requirements.
- Provider Identifiers: Add the Office NPI (Billing Provider) and CLIA Number for proper billing and laboratory identification.
- Tax Information: Include the Tax ID and Taxonomy Code to set up tax and billing categories for your practice.
- Additional Billing Data: Use the Additional Billing Data fields to record any extra billing-related information relevant to your facility.
Billing Information: Graphic 1
- Room Setup: Add the number and names of rooms in your facility (e.g., Exam Room, Meeting Room, Waiting Room) to manage space effectively within the EMR.
- Discounts Configuration: Define the discounts your clinic offers by naming each discount and setting a value (percentage or amount) to help streamline billing.
- Room Assignment: Designate rooms for specific functions (e.g., Admin Room, Meeting Room) to organize clinic workflows and scheduling.
- Discount Criteria: Apply discounts based on eligibility, such as employee or group discounts, for clear billing and patient benefits.
Rooms and Discounts Information: Graphic 1
- Active Users Setup: Add and manage active users by entering their Username, Email, Full Name, and assigned Role (e.g., Provider, Nurse, Admin) to organize your team’s access.
- Roles and Permissions: Assign each user a specific role that reflects their duties, enabling appropriate access to EMR features according to their role.
- User Actions: Update, deactivate, or modify user access as needed to maintain security and operational efficiency.
- Historical Users: Track and review past users in the Historical Users section for reference or record-keeping.
User Management Information: Graphic 1