Managing the attorney code is essential for accurately identifying attorneys associated with billing records. This process allows users to add, edit, and search for attorney details, including their name, contact information, and specialty. By utilizing the context menu, users can easily access and manage attorney information, streamlining the billing process and ensuring all necessary details are readily available.
Follow the below steps:
Steps 1: Login to the Application:
Access the application using your credentials.
Steps 2: Navigate to Manage Data:
Go to the Manage Data section and select Manage Attorney.
Steps 3: Search for Records:
Click on the Search button to display a list of all attorney records.
Steps 4: Edit or Delete Records:
In the Action column, you can edit or delete the selected record:
- To edit, click on the edit icon next to the specific record. This will open the Edit Attorney page, allowing you to make changes and save them.
- To delete, click on the "x" icon. A confirmation message will appear asking, "Are you sure you want to delete it?" You can choose OK to delete the record or Cancel to close the delete process.
Steps 5: Add a New Attorney Record:
To add a new record, click the Add button. Fill out the following fields:
- Attorney Code: (required)
- Attorney Name: (required)
- UPIN #:
- NPI #:
- Specialty:
- Address Line 1: (required)
- Address Line 2:
- City:
- State: (required)
- Zip:
- Phone #:
- Email:
- Fax #:
- State License #:
Steps 6: Impact on Billing Tab:
The added attorney code will be reflected under the Billing tab of SOAP notes, ensuring that all billing records are up to date with the correct attorney information.
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