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
ClearinghouseType	Billing clearinghouse to use: AdminisTEP, Availity, or Office Ally.	AdminisTEP
ClientSignatures	Enable digitized client signatures.	No
DefaultDate	Default date format.	MM/DD/YYYY
DefaultDatetime	Default date/time format.	MM/DD/YYYY HH:MM AM/PM
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.	None
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
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
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
EnableSupervisorNPI	Bill supervisor NPI if supervised for private insurance claims.	No
EnableTwoFactor	Enable two factor authentication.	Yes
EnableProvisional	Enable Provisional status requiring clinical supervisors to co-sign items.	No
EnforceEncounterText	Reject billable encounters with duplicate text for a client.	Yes
EnforcePlanContact	Reject authorized chart items performed by users not listed on plan.	Yes
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
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 periodic outcome screening.	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