Practice Options Setup
Use the Options tasks to set up and configure various options that are specific to each of the medical practices you serve; such as the setting the date for closing the books, setting the closing date for reports, configuring the electronic claim settings, electronic patient statements, and configuring the encounter options. Note that in order to work with these settings, you must be logged into a specific practice and must have the appropriate permissions to configure and manage the options mentioned in this section.
For more information about configuring and managing the various practice-specific options within the application, read the following help topics:
Closing the Books - Set a closing date to prevent changes to financial transactions dated prior to the closing date.
Encounter Options - Configure options for encounters.
Reporting Options - Set the closing date on all reports generated by the system.
Electronic Claims Options - Configure the settings for electronic claim submissions.
Patient Statement Options - Configure enrollment in electronic patient statements.
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