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."

• 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

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"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."

Basic Information: Graphic 2

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• 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

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• 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

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• 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