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In the Location subsection, you can configure and modify:
In both the Clinical Documents and Human Resources Documents subsection, you can set the default status, position, and description.
In the Services subsection, when a new one is added or an existing one is modified:
you must add the Allowed Credentials and Billing Codes.
To add Banners, we recommend that the size be:
500px by 500px banners
500px by 300px banners
300px by 300px banners
To add insurance to the agency, you must first add it in Payers.
Within the Template Documents subsection, you can configure:
whether they can be cloned or not.
the allowed credentials.
the linked events.
In the Credentials subsection, when adding or modifying one of them, you must type:
Allowed billing codes
Within the Events subsection, you can configure:
whether it requires signature or not
whether it is billable or not.
whether it allows overlapping or not.
the billing codes allowed.
the allowed sub-events.
the days allowed.
whether auto-completion is allowed or not.
the lead and lag times.
the maximum duration per customer, per supplier and per event.
The Account Profile subsection details all the agency’s personal information.