The following options under Settings are only visible to clerks or administrators.
Chart Item Docs
Chart
Item Documents is how the system maps a chart item forms to a
particular (potentially) billable service, and is one of the factors
that determines if an option shows up under Add Chart Item for a client.
If you want to limit new chart items of a particular type being
created, after finding that chart item here you can either set IsActive
to No to disable it completely, or set PermActive to only allow it for
people with a certain permission. You can also set the BufferDur to the
number of minutes of no services required for a provider before this
service takes place. Changing any other options or adding new chart item
documents is not advised.
Diagnosis Code Programs
Diagnosis
Code Programs limits which diagnosis codes are available for a client
based on which programs that client is linked to. To allow a particular
diagnosis for a particular program, add a new diagnosis code program
here. If many such documents need to be created, please contact customer
support to assist you.
Facilities
The
Facility documents determine not only the physical locations for your
organization, but also certain billing information when submitting claim
items to payers. You should definitely consult with customer support
before changing any facility login information, and it is highly
recommended to consult with customer service before changing any
facility payer information. Under the facilities option is also where
you can define where facility notifications are sent. By default all
notifications go to the contact listed on the facility but you can
override that and/or list more than one recipient at the bottom of the
facility page.
Import
This is where you can import information into ChartCaddy. See the "Importing Information" article for more information.
Notices
Notices
are a way to communicate important information to your organization and
appear at the top of the dashboard. What notices are displayed can be
limited by effective date, expires date, and user class.
Organization
The
organization document is where you tell the system important
information about your organization. The fields whose names start with
"Bill" determines where the invoice is sent. Also under Organization you
can limit which treatment methods are available for new objectives,
what venues are available to be scheduled, and a list of your invoices
and their status.
Payers
The payer
document shows what payers are current configured in the system, and you
are not able to add or change any payer information. This document is
for your information only, and among other things lists the
authorization bundles available for each payer.
Payroll Types
The
payroll type document allows you to set up different payroll types for
your organization. It is highly recommended to consult with customer
service before changing any payroll type information.
Programs
The
program document allows you to add new or change existing information
for programs. All programs are associated with a basic program type
which you do not have control over, so if you can not find the program
type that you want please contact customer support.
Service Credentials
The
service credential document allows you to limit what kind of new
services, and therefore what kind of new chart items, can be created
based on credentials. If you want a particular credential to be able to
create a particular chart item, you create a new service credential
document here. If many such documents need to be created, please contact
customer support to assist you.
Users
The
user document is where you specify information about system users. It
is very important to get most of the information on a particular user
document correct in order for that user to actually get their work done.
This is also where you post payroll.