Company Settings

The 'Autocodify Problem List Codes to SNOMED' company setting allows a practice to decide if new problems that are added are auto-codified to the SNOMED term it is associated with. This occurs in the Problem List chart tab.  

Default Value: Yes

Options:

• Value =  Checked: this turns the setting on.
• Value = Not Checked:  This means the setting is off.

The setting is used to identify a list of procedure codes should be added to the Vitals Timeline graph when a user selects the Procedures icon. This can be a specific list of codes separated by a comma (i.e. 99213, 99205) or a range of codes (99203-99205).

This setting works in unison with the User Setting of the same name.  If the user setting is set, this will trump the Company Setting.

Default Value: blank

Options: A comma separated list of procedure codes and/or a range of cpt codes.

The setting is used to identify a list of wireframes (logical grouping of lab result values) that should be added to the Vitals Timeline graph.  This can be a specific list of values, separated by a comma.

This setting works in unison with the Company Setting of the same name.  If the user setting is set, this will trump the Company Setting.

Default Value:  cbc, chem-7

Options:  Add a list of comma separated values (the underlined word is the value).

• CBC:  
  • White Blood Cells (WBC)
  • Hemoglobin (Hgb)
  • Platelets (plts)
  • Hematocrit (Hct)
• CHEM-7
  • Sodiium (Na)
  • Chloride (Cl)
  • Blood Urea Nitrogen (BUN)
  • Potassium (K)
  • Bicarbonate (HCO3)
  • Creatinine (Crt)
  • Glucose
• Diabetes
  • Hemoglobin A1c (HgbA2c)
  • Glucose Tolerance Test (GTT)
  • Glucose
• G6PD
  • G6PD
• Hepatic
  • Albumin (ALB)
  • Bilirubin, Total (BilT)
  • Alkaline Phospatase (ALK)
  • AST
  • ALT
  • Bilirrubin, Direct (BilD)
• HIV
  • CD4
  • CD4%
  • Viral Load
• Hormone Panel
  • FSH
  • LH
  • E2
  • PRL
    
    
• Lipid
  • Cholesterol, Total
  • Triglycerides
  • HDL Cholesterol (HDL)
  • LDL Cholesterol (LDL)
  • Cholesterol/HDL Ratio (Ratio)
• Live Function
  • AST
  • ALT
  • AlkPhos
• Nephrology
  • eGFR
  • Calcium (Ca)
  • Phosphorous (PO4)
  • Uric Acid (UA)
  • Albumin/Creatnine (Alb/Cr)
• PSA
  • PSA
  • Testosterone
  • Creatinine (Creat)
• PVR
  • Post Void Residual (PVR)
• Semen Analysis
  • Abstinence
  • Volume
  • Sperm Density
  • Motility
  • Total motile sperm
  • Forward Progression
  • pH
  • Morphology
  • Viscosity
  • Clumping
  • Total WBC
  • Antisperm antibodies
• Stone Analysis
  • Weight (mg)
• Thyroid
  • TSH
  • T4
  • T3
  • Free T3
• 

This setting is used in the Automated Receipt Posting Process.  When set to On, this setting will ensure that a Co Pay receipt balance is only applied to procedure codes that are marked as Co-Pay Procedures.  If the receipt amount is greater than the balance on the procedure code, the receipt status will be set to Error.  The remaining balance will need to be applied or removed manually. 

When set to Off, the co-pay may or may not be applied to Co-Pay Procedures. It will try to find a copay procedure, but if it can not, it will apply it to the highest balance procedure code on the claim that the receipt is tied to.

Default Value:  Off

Options:  On (Checked) or Off (not checked)

The setting is used to in conjunction with the auto-receipt posting process.  Groups with unique workflows may choose to disable the auto-posting of receipts that are designated as Co-Pays.

Default Value:  Off

The setting is used to in conjunction with the auto-receipt posting process.  Groups with unique workflows may choose to disable the auto-posting of receipts that are designated as Coinsurance receipts.

Default Value:  Off

The setting is used to in conjunction with the auto-receipt posting process.  Groups with unique workflows may choose to disable the auto-posting of receipts that are designated as Deductible receipts.

Default Value:  Off

The setting is used to in conjunction with the auto-receipt posting process. By default, when a receipt posting causes the entire balance of the claim to be $0.00, the claim status is set to Done.  In the event that this causes a workflow issue for the practice, this can be turned off. When off, the claim status will remain as it was.

Default Value:  Off

This company setting effects how Receipts are posted via the Auto-Receipt Posting process.  This setting will determine if a receipt with the type of 'Co-Pay' will be applied to more than one procedure code on the claim.  Typically, Co-Pays are applied to one and only one procedure code. However, some use cases have emerged that the co-pay amount should be applied to multiple procedures on the same claim.  This setting will be off by default, which means co-pays will only be applied to one procedure code.  If on, a Co-Pay receipt may be applied to multiple procedures.

Default Value:  Off

The 'Lab Result via Collection Date' company setting allows a practice to decide how a lab result displays in the application.  If the value is set to be on, then lab results displayed in the following locations will use this date.  If this date happens to be blank, the Reporting Date will be used.

Locations where this setting will be used:

1. EMR > Timeline > Lab Result icons

2. EMR > Timeline > Vitals Icon > Graph View

3. EMR > Timeline > Vitals Icon > Table View

4. EMR > SOAP Notes > Data Trends

Value Options

• Value =  Checked: this turns the setting on and the collection date will be used.
• Value = Not Checked:  This means the setting is off and the reporting date will be used. This is the default option.

Company Settings are switches/triggers/ID's etc... that apply to the entire application.  These settings allow our application to work differently from one practice to the next.  This article will explain how to set these values.

Company Setting Setup Window

1. Login to the application as a user that has administrative privileges.
2. Navigate to the Setup portal.
   
3. Under the Administrative Setup category, select Company Settings.
   
4. Search for the company setting by typing in the name or part of the name.
   
5. Select the company setting from the search list.
   
6. To update the setting, change the Value.
   
7. Click Save.
   

The setting is used in the Dialysis Visit Note documentation process. For practice's that document the dialysis note in our application, rather than in the Dialysis Center application, will want to enable this setting.

If this setting is selected and the user left-clicks over a dialysis round and adds a comprehensive or regular visit, the visit will no longer will automatically be saved and the Dialysis Visit chart tab will be opened instead where the visit can be added.

Default Value:  Off

The 'Run Real Time Prescription Benefit Check (RxBC)' company setting allows a practice to decide if the Benefit Check box is displayed or not on the prescription pad for all users in the practice.  This option is only available for users that use the CoverMyMeds integration. 

Default Value: On (if Product is activated)

Options: 

• On: Displays the Benefit Check option
• Off:  Hides the Benefit Check option

The 'Auto Post ERA Delay' company setting allows a practice to decide if ERA files that are received or imported are automatically sent to the posting process after a set period of time.  This setting is used in the Payment Posting process.  With this setting enabled, all claims on an ERA that do not have an error will be posted automatically and any claims that have an error can be managed in the posting window.

Default Value: -1

Options: 

• -1 = Auto-posting turned off.  Users will need to manually send to posting.
• 0 = Auto post as soon as the ERA is received
• 1 - 14 = The number of days after the ERA is received to wait before automatically sending to posting (i.e. 1 = 1 day, 3 = 3 days).

Function: This setting is used to determine how the system handles credit balances when they're created through the deposit posting process. Each value has its own setting for: 

1. Whether the credit is auto-created on the claim. If credits are auto-created, you will not need to work the missing visit report to find and address these refunds -- you'll just need to ensure that the correct credit has been created before refunding.
2. Whether an error is created on the claim. If you choose to create an error on the claim, the system requires you to immediately decide what to do with this credit, or whether to ignore it. If you want to handle refunds as a part of the posting process, you can select one of the options that creates errors -- otherwise, if credits aren't auto-created and no error is created on the claim, you'll need to have your staff work the Missing Refund Report. 
3. Whether the claim status is changed. If you select one of the options where the claim status is changed, when a credit balance is detected, the system will change the status of the claim to be the value of the company setting Credit Deposit Claim Status. 

Possible Settings:

The 'Credit Deposit Claim Status' company setting allows a practice to decide what happens when the posting of a deposit results in a claim on the credit.  The status of the claim can be set to meet the workflow needs of the practice. This setting is used in the Payment Posting process. 

Default Value: 34 ("Refund")

Options: 

• Any valid claim status ID

The 'Display Co-Pay on Printed Schedule' company setting allows a practice to print out a paper schedule for the day that includes each patient's expected co-pay amount.

Please note, this setting will only work if the practice is using the 'Resource View' schedule.  Learn more about truing this on here: Company Setting: Resource View

Default Value:  Off (not checked)

Options: 

• Off (not checked) - the co-pay will not print
• On (checked) - the patient co-pay will print

The 'Resource View' company setting changes how a schedule looks when it is printed out of the application.  There are two views, the Resource View and the Legacy View.  

Resource View

Legacy View

Default Value:  On

Options: 

• Off (not checked) - prints the legacy view
• On (checked) - prints the resource view

The 'Display Outstanding Balance on Printed Schedule' company setting allows a practice to print out a paper schedule for the day that includes each patient's outstanding balance.  This balance represents the amount that they owe the practice based on statement that have been sent out.

Please note, this setting will only work if the practice is using the 'Resource View' schedule.  Learn more about truing this on here: Company Setting: Resource View

Default Value:  Off (not checked)

Options: 

• Off (not checked) - the balance will not print
• On (checked) - the patient balance will print

It’s possible for payers to adjudicate a procedure line by writing off the full billed amount as a contractual adjustment. This is effectively a denial, but in many systems it won’t trigger the typical process for handling denials. 

We have added two company settings to help deal with instances of full contractual adjustments, with the following default values:

• Full Contractual Adjustment Payment Type = [ERA No Payment]
• Full Contractual Adjustment Claim Status = [Denied]

If your practice receives a procedure line on an ERA that is fully adjusted with a CO-45 (the line charge amount on the ERA is equal to the adjusted amount on the CO-45), the CO-45 CARC code will use these settings for its payment type and claim status instead of the CO-45's usual CARC settings. For instance, with the default settings, this CO-45 will be posted with an ERA No Payment payment type, and it will change the Claim Status to "Denied."

If either of the settings is set to '0', the normal settings for a CO-45 will be used if a full contractual adjustment is received. 

The 'Unsolicited Results Processor' company setting is used to set the User Group that is set when an Unsolicited Result is returned in the My Tasks Results screen.

The company setting requires that you supply a valid User Group ID.  This can be found in the User Group setup window (Setup  > User Groups).

By default, an "Unsolicited Results" user group has been created for every practice and this setting defaults to that.

Default Value:  Unsolicited Results User Group

Options: 

• Valid User Group ID (found here:  Setup > User Groups)

The 'Normal Results Processor' company setting is used to set the User Group that is set when an electronic result is received and no abnormal values are included in the result. This is used in the My Tasks Results screen.

By default, this value is blank, which means this setting is not used.  When this setting is not in use, the system will deliver normal results to the user that was originally selected in the 'Ordered By' field on the Order Entry screen.

Default Value:  blank

Options: 

• Blank (setting not used)
• User ID or Group

The 'Abnormal Results Processor' company setting is used to set the User Group that is set when an electronic result is received and at least one abnormal value is included in the result. This is used in the My Tasks Results screen.

By default, this value is blank, which means this setting is not used.  When this setting is not in use, the system will deliver normal results to the user that was originally selected in the 'Ordered By' field on the Order Entry screen.

Default Value:  blank

Options: 

• Blank (setting not used)
• User ID or Group

The company setting changes the default units on the Vitals chart tab when a new vitals record is created.  By default, the Vitals chart tab will select the 'English' option for units.  This company setting allows a practice to have this screen default to 'Metric'. 

Vitals Chart Tab when the setting is on.

Vitals Chart Tab when the setting is off.

Default Value:  On (English)

Options: 

• Off (not checked) - defaults to metric units
• On (checked) - defaults to English units

This company setting allows a practice to setup a more strict password policy for all users.  This setting will only allow a password to be valid for a set number of days.  After the timeframe has passed, users will be required to change their password before logging in.

Default Value:  0

Options: 

• 0 = Always off - password will not expire.
• 1-9999 = The number of days a password is valid.  Once the timeline has passed, users will be required to rest their password.

This company setting allows a practice to setup a more strict password policy for all users.  This setting will require that a password be longer than a specific number of characters.  The greater the number, the more complex the password and the harder it will be to exploit.

Default Value:  8

Options: 

• 8 - 50:  The number of required characters for a password

This company setting allows a practice to setup a more strict password policy for all users.  This setting will require that users do not re-use an old password when resetting their password.  

Default Value:  5

Options: 

• 0 - Setting is not used
• 1-100:  The number of passwords used in the past that can not be re-used (i.e. 5 = None of the last 5 passwords can not be reused when resetting the current password)

The company setting is used to set a patient's default reminder preference for the Automated Appointment Reminders integration. This setting will be used to set Email consent value within Patient Setup > Miscellaneous > Appointment Reminders.

When a new patient is created, this setting will be applied.

Default Value:  0

Options: 

• 0 -  No consent
• 1 - Consent = Yes, and Patient email selected

The company setting is used to set a patient's default reminder preference for the Automated Appointment Reminders integration. This setting will be used to set the Text Messages consent value within Patient Setup > Miscellaneous > Appointment Reminders screen.

When a new patient is created, this setting will be applied.

Default Value:  0

Options: 

• 0 -  No consent
• 1 - Consent = Yes and Home phone number selected
• 2 - Consent = Yes and Work phone number selected
• 3 - Consent = Yes and Other phone number selected

The company setting is used to set a patient's default reminder preference for the Automated Appointment Reminders integration. This setting will be used to set the Phone Calls consent value within Patient Setup > Miscellaneous > Appointment Reminders screen.

When a new patient is created, this setting will be applied.

Default Value:  0

Options: 

• 0 -  No consent
• 1 - Consent = Yes and Home phone number selected
• 2 - Consent = Yes and Work phone number selected
• 3 - Consent = Yes and Other phone number selected