How to handle the workflow for managing office records?

This guide provides a streamlined approach for managing office records in the system. Users can add, edit, search, and delete office data efficiently using the Manage Offices feature under the Manage Data section. The system is designed to ensure data accuracy and provide flexibility in managing office-related information.

Steps to Manage Office Records

Step 1: Log in to the Application

  1. Open the application.
  2. Enter your username and password.
  3. Click Login.

Step 2: Navigate to the Manage Offices Section

  1. Go to the Manage Data menu.
  2. Select Standard Codes.
  3. Click on Manage Offices.

Step 3: Add a New Office Record

  1. Click the Add button to open the form.

  1. Fill in the required and optional fields:
    Required Fields:
    • Office Code
    • Office Name
    • Timezone
  2. Optional Fields:
    • Tax ID #
    • Taxonomy Code
    • Contact Person
    • Address-1
    • Address-2
    • City
    • State
    • Zip Code
    • Phone #
    • Email
    • Fax #
    • NPI ID #
    • Other ID #
    • Medicare #
    • PTAN #
    • Patient Billing/Copay Receipt Header
    • Billing Office
    • Rendering Office
    • Default for Scheduler
    • Patient # Initials
    • Link Office ID #
  3. Click Save to add the record or Cancel to discard changes.

Step 4: Search for Office Records

  1. Use the Search field to find a specific record by entering relevant keywords.
  2. Alternatively, click the Direct Search button to view the full list of office records.

Step 5: Edit or Delete an Existing Record

  1. Locate the desired record from the list.
  2. In the Action column, choose the appropriate option:
    • Edit: Update the record's fields and save the changes.
    • Delete: Click the delete icon and confirm the action in the alert:
      • "Are you sure you want to delete the record?"
      • Click Yes to proceed or No to cancel.

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