New Clinic

All clinic info should be housed here.

Some clinics will have multiple clinics in this area.

This is the only area to indicate a Clinic Tax percentage for products sold and the Clinic ID that is to be presented in box 26 on a HCFA form.

Go to Admin

Select Clinic

Select Add

Please note: If you are setting up the software for the first time, it comes with a test clinic already added. Do not select ADD, Select Edit and replace info.

Enter All Info pertaining to Clinic

• Name of Clinic
• Address
• Phone/Fax Number
• Email
• Website
• Sales Tax percentage
• Clinic ID

Clinic ID displays a Red box with the number 26 inside.

This is letting you know, the info entered, is printed and required on the

CMS-1500 HCFA form in box 26

 

Select Save When Finished

(Please note: You will see a Red! if necessary info was not entered before selecting Save)

Additional Information:

You will see a second tab within the Clinic Window called:

Scheduler Time Interval

This tab is not an area where info will need to be added.

This area only displays the Reasons of Visits Connected to a clinic.

When adding a New Clinic, this area will be blank until Reasons of Visits are added to Admin>>Reasons of Visits

- Support Information -

 If you have any questions or need assistance with this process please contact Support by:

Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side) within the software, click the green 'Support' box in bottom right of screen.

***This has the fastest response time***

Call or Text: 909-378-9514

Email: [e-mail]