Organization Configuration

Organization Configuration Options

There are various options that can be configured to customize how you want the system to work for your organization. Just let the support staff know if you would like to change any of these options:

Name
Description
Default
AcuityToken
If you are using Acuity, this token grants access to their API None
ClearinghouseType
Billing clearinghouse to use: AdminisTEP, Availity, or Office Ally.
AdminisTEP
ClientReminderCats
Chart Item categories to enable sending reminders to clients.
None
ClientSignatures
Enable digitized client signatures.
No
DefaultDiagCode
Default ICD-9 diagnosis code.
Z71.9
DefaultDuplexMode
Default duplex mode when printing.
Off
DefaultLanguage
Default language.
English
DefaultTimezone
Default time zone.
US Central
DigiSignCats
Chart Item categories to enable digital signatures and templates.
None
DisablePayerAutoFinal
Turns off automatic finalization of claim items for certain payers if set to yes.
No
EnableAutoAssessment
Automatically add blank assessment after finalizing a PreAuth.
No
EnableAutoCopays
Automatically add client copay amount to claim items.
Yes
EnableAutoFinalCLI
Automatically change Tentative claim items to Final after a while.
Yes
EnableAutoOutcomes
Automatically capture client outcome metrics.
No
EnableAutoVoids
Automatically submit voids if needed.
Yes
EnableBilling
Submit claim items and enable other billable features.
Yes
EnableChartItemVerify
Automatically verify a Chart Item for bill types and payers
No
EnableClientConsent
Print consent to treat form with plan.
No
EnableClientTelehealth
Print consent for telehealth form with plan.
No
EnableClientVerify
Allow checking instant eligibility verification.
Yes
EnableForceFlag
Who can set Force flag on chart items.
Everybody
EnableHIE
Send information to OK MyHealth HIE
No
EnableInflatedBillAmt
Bill OKHCA more than expected in case there is an unexpected rate increase.
Yes
EnableInvoicing
Enable client payments and invoicing feature.
No
EnableNextAppt
Actually create future chart item if NextAppt date is entered.
No
EnablePlanSigDate
Print client signature date on plan.
Yes
EnablePlanSigHold
Flag plan as on hold for client signature when approved.
No
EnableProvisional
Enable Provisional status requiring clinical supervisors to co-sign items.
No
EnableSupervisorNPI
Enable using supervisor NPI if supervised for private insurance claims.
No
EnableTwoFactor
Enable two factor authentication.
Yes
EnforceEncounterText
Reject billable encounters with duplicate text for a client.
Yes
EnforcePlanContact
Reject authorized chart items performed by users not listed on plan.
Yes
EnforceStrictEligibility
Reject a chart item if the primary payer has expired.
No
EnforceSubmitCDC
Submit CDC information to DMH for MCO payers, too.
No
PayrollBillTypes
Calculate payroll only for certain bill types.
Cash, OKHCA, Clearinghouse, and Limited
PayrollNoCoPay
Do not credit provider for Copay adjustments.
Yes
PayrollNoDeductible
Do not credit provider for Deductible adjustments.
Yes
PayrollNoWriteOff
Do not credit provider for WriteOff adjustments.
Yes
PlanWarnDays
Default number of days to warn before plan expires.
Depends On Duration
ProvisionalCats
Chart item categories that require supervision.
Assessment, Discharge, Service Plan



RequireAdminFinal
Only allow administrators to finalize chart items.
No
RequireClientEmail
Require client email.
No
RequireMeds
Require at least one medication on plans and assessments.
Yes
RequireOutcome
Require special periodic outcome screenings.
No
SignatureCutoff
Number of days after a OKHCA service is performed to start rejecting when signed.
180
StaleClientDays
Number of days after no new encounters to flag client as stale.
28
SubmitClaimDayAM
Days to submit claims at 11AM. Mon, Tue, Wed, Thu, Fri, Sat, Sun, NONE, or ALL.
NONE
SubmitClaimDayPM
Days to submit claims at 11PM. Mon, Tue, Wed, Thu, Fri, Sat, Sun, NONE, or ALL.
Mon
SubmitClaimRestrict
Restrict claim submission to ONLY scheduled times.
No
SubmitPlanMods
Actually submit plan modification to payer.
Yes
WarnAnnualAssess
Set client NoAssess warning if no assessment in past year.
No