Private: ADMINISTRATORS 🇺🇸

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Configuration Quiz

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  1. 1. In both the Clinical Documents and Human Resources Documents subsection, you can set the default status, position, and description.

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  2. 2. In the Services subsection, when a new one is added or an existing one is modified:

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    you must add the Allowed Credentials and Billing Codes.

  3. 3. The Account Profile subsection details all the agency’s personal information.

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  4. 4. To add insurance to the agency, you must first add it in Payers.

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  5. 5. In the Credentials subsection, when adding or modifying one of them, you must type:

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  6. 6. Within the Template Documents subsection, you can configure:

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  7. 7. To add Banners, we recommend that the size be:

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  8. 8. In the Location subsection, you can configure and modify:

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  9. 9. Within the Events subsection, you can configure:

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