Below is a description of the SETUP menu items.

Managing technologists

Follow the path SETUP → ACCOUNTING → TECHNOLOGISTS to open the technologists managing tab:

Here you can see the list of technologists arranged in several columns: ID, Last name, First name, Middle name, PIN, Facility, Type, Salary type, Study groups, Contacts, and Actions. The Contacts column may contain phone and fax numbers, e-mail (click on it to create a new message in your e-mail application), Jabber, address (click on it to see this place in Google Maps), and location (also can be opened in Google Maps). The last column contains two buttons for editing and removing a technologist.

Above the list of technologists you can see the toolbar:

Add new – use this button to add a new technologist. After you click the button, a pop-up window will open.

On the Common tab, you need to enter the last name, first name, middle name, PIN, select the type of technologist (if you select “External”, you need to select the facility from which the technologist comes from), the type of salary and technologist’s number. The technologist’s number can be printed on image interpretation reports alongside with the technologist’s name. You can contact the support team if you would like to adjust your report templates to use this capability. Click the Disabled checkbox to make the technologist’s account unavailable for use (e.g. when the technologist has resigned). The only required fields are Last name and First name.

On the Unavailable days tab you can select the days when the technologist is not available (e.g. on vacation).

On the Study groups tab you can set groups of studies that the technologist carries out.

On the Contacts tab you can click the Add button to select various contacts for the technologist in the drop-down menu, such as phone and fax numbers, e-mail, Jabber, address and location. Use the Up and Down buttons to change the priority of the contact (for example, if the technologist has two e-mails, you can set which of them will be primary). To delete the selected contact, click the Remove button. To delete all contacts, click the Clear button.

On the Pay rates tab you can set monthly, daily, and weekly pay rates for the technologist. Click the Add button to add a pay rate. To remove them, use the buttons Remove or Remove all.

After all necessary parameters are set up, click OK to add the technologist or Cancel to quit without saving.

Edit selected – use this button to edit the selected technologist. After you click the button, the Edit technologist window will open. This window is identical to the Add new technologist window described above. You can also double-click selected technologists to edit them.

Managing employees

Follow the path SETUP → ACCOUNTING → EMPLOYEES to open the employees managing tab. Its interface is almost identical to the technologists managing tab described above: there is a list of employees and a few toolbars.

On the toolbar above the list of employees, click the Add new button to add a new employee. As the result, a pop-up window will open:

On the Common tab you can enter the last name, first name, middle name, select the gender, enter the date of birth, select the department, group, pay type, and add contacts. Click the Terminated checkbox to make the employee’s account unavailable for use (e.g. if the employee has resigned). The only required fields are Last name and First name.

If you have selected Account representative or Vendor representative in the Group field, you can open the Representative tab and select the referring facilities and doctors which the employee represents:

After all necessary parameters are set up, click OK to add the employee or Cancel to quit without saving.

Edit selected – use this button to edit the selected employee. After you click the button, the Edit employee window will open. This window is identical to the Add new employee window described above. You can also double-click selected employees to edit them.

Managing departments

Follow the path SETUP → ACCOUNTING → DEPARTMENTS to open the departments managing tab. Its interface is similar to the technologists and employees managing tabs described above: there is a list of departments and a few toolbars.

On the toolbar above the list of departments, click the Add new button to add a new department. As the result, a pop-up window will open:

You need to enter the short name and full name of the new department, and select the employees that work in the department. Click the Disabled checkbox to make the department unavailable for use.

After all necessary parameters are set up, click OK to add the department or Cancel to quit without saving.

Use the Edit selected button to edit a department. After you click this button, the pop-up window will open. This window is identical to the Add new department window described above.

Follow the path SETUP → INSURANCES → INSURANCES to open the insurances managing tab:

Here you can see the list of insurances arranged in several columns: ID, Short name, Full name, Aliases, Departments, Payer ID, Actions. The last column contains two buttons for editing and removing insurance.

Above the list of insurances you can see the toolbar:

Add new – use this button to add a new insurance. After you click this button, a pop-up window will open.

On the Insurance tab enter the short name and full name of the new insurance. Click the Disabled checkbox to make the insurance unavailable for use. The only required field is Short name.

On the Departments tab you can add and remove departments for the insurance:

Click the Add button to add a new department. As the result, a pop-up window will open:

Enter the name of the department into the Name field. To add contacts, click the Add button and select the type of the contact in the drop-down menu: Phone, Fax, E-mail, Jabber, Address, or Location. Then enter the contact information and click OK to save or Cancel to quit without saving.

To remove a contact, click the Remove button. To remove all contacts, click the Clear button. Click the Disabled checkbox to mark the department as disabled.

On the Authorization tab you can manage the referral and authorization settings for the insurance:

Click the Referral required checkbox if the patient has to get a referral (a written order from the primary care doctor for the patient to see a specialist or get certain medical services) before the patient can get medical care from anyone except their primary care doctor.

Click the Authorization required checkbox if the insurance company needs to check before it will agree to cover certain prescribed medications or medical procedures.

If you want to specify the studies that require authorization, click the Authorization required only for studies checkbox and select the necessary studies below by using the arrow buttons.

On the next tab you can set up the billing settings:

Here you can select the Claim code, enter the Payer ID (click the PAPER button for paper claims), enter Medicare ID, and select the type of printed form. If taxonomy codes or the rendering provider NPI are required on claims, click the corresponding checkboxes. Click the Crossover checkbox for crossover claims. If the insurance is supposed to be secondary and you don’t need to send total non-covered amount and remaining patient liability, click the last checkbox.

On the Split tab you can set up the splitting parameters:

Click the Allow split by components if you want to allow splitting by components for all studies. If you want to specify the studies for which the splitting is allowed, click the Split by components allowed only for studies checkbox, and select the necessary studies below by using the arrow buttons.

On the last tab you can add aliases to the insurance:

Click the Add button to add a new alias. To delete the selected alias, click the Remove button. To delete all aliases, click the Clear button.

Click OK to finish adding the new insurance or Cancel to quit without saving.

To edit the existing insurance select it and then click the Edit button on the aforementioned toolbar. As the result, the Edit insurance window will open. This window is identical to the Add new insurance window described above.

Insurance override rules

Follow the path SETUP → INSURANCES → INSURANCE OVERRIDES to open the insurance override tab:

Here you can see the list of override rules and the toolbar above it.

Click the Add new button on the toolbar to add a new override rule. As the result, a new pop-up window will open:

Type the position number into the Position field (it determines the rule’s priority). Check the Disabled checkbox to make the override rule unavailable for use. In the Note field you can enter an annotation.

Type the referring facility ZIP codes into the Zip code rule field. These ZIP codes are the condition of the insurance override rule: if one of the ZIP codes coincides with the referring facility’s ZIP code, the rule will apply.

In the bottom Override insurance section, select the insurance to be overridden in the From field and the insurance that will override it in the To field.

Click OK to finish adding the new insurance override rule or Cancel to quit without saving.

Click the Edit selected button to edit the selected override rule. After you click this button, the Edit insurance rule window will open. This window is identical to the Add new insurance rule window described above. You can also double-click the selected rule or click the edit icon in the Actions column to edit it.

Insurance eligibility check setup

Follow the path SETUP → BILLING → BILLING CONNECTORS to open the Billing connectors tab. Then select the eligibility billing connector (most of the time it is called “Emdeon eligibility”) and click the Edit selected button on the toolbar. You can also double-click the billing connector with the left mouse button or click the Edit button in the Actions column. As the result, the Edit billing connector window appears. Select the Payer IDs tab. Select mapping file “emdeon”, then click Add and Use map.

In the new window, select the insurance you would like to add the Payer ID to. And then in the Map to eligibility payer field, search for it again. Select what you have found and click OK.

Managing Service Statuses

The Service Status module is used to modify service statuses. To open the module, sign into your account on your EMSOW site, select SETUP in the upper navigation bar, click PROCESSING in the drop-down menu and then click SERVICE STATUS in the next drop-down menu going to the right.

On the top toolbar such buttons as Add new, Edit selected, Remove selected, Copy to clipboard, and Export are available:

Add new – click this button to add a new service status.

In the new window, fill out fields with information about the new service status. Type in the short and full names and select a system status to be mapped to the new status.

The available system statuses are “Scheduled”, “Performed”, and “Canceled”. If you create a new “Performed” status, you can select if the status should be triggered if reports are partially uploaded or only if all reports are uploaded.

Next, select if it is required to use this status by default and then apply colors to highlight services with this status in the schedule (for more information please refer to the OFFICE SCHEDULE COLORS module).

Click the Disabled checkbox to make the status unavailable for use.

Click OK to save the new service status or Cancel to quit without saving.

After saving the new service status, it appears in the table with the following columns: ID, Short name, Full name, System status, Options, Colors, and Actions.

The statuses that are checked in the Options column are used by default.

Edit selected – this button opens the service status edit window where you can make modifications to the selected status and its colors.

Click OK to save the changes or Cancel to quit without saving.

For editing, there is also another button in the rightmost column Actions. It allows you to edit the required service status without selecting it in the table.

For removing service statuses, there is also another button in the rightmost column Actions. It allows you to remove the required service status without selecting it. Click this button and then click OK.

Managing Mandatory Fields Rules

To open the Mandatory Fields Rules managing tab, follow the path SETUP → PROCESSING → MANDATORY FIELDS RULES.

Here you can see the list of rules arranged in several columns: ID, Position, Condition, Requirements, and Actions.

The Mandatory Fields Rules module provides a way to create requirements and restrictions that make it mandatory to fill out certain fields while processing services and studies. Therefore, this module prevents data entry mistakes.

On the top toolbar such buttons as Add new, Edit selected, Remove selected, Copy to clipboard, and Export are available:

Add new – use this button to add a mandatory fields rule. After you click this button, the Add new mandatory fields rule window appears:

It consists of three sections: Properties, Condition, and Requirements.

In the Properties section in the Position field, enter the number of the rule. This number determines the priority of the rule. The lower the number, the higher the priority. Select the Disabled checkbox to make the mandatory fields rule unavailable for use.

In the Condition section, you can select various conditions (such as System status, Status, Stage, Studies, Study groups, Referring facilities, and Referring doctors) that will trigger the rule.

In the Requirements section, select requirements that the rule will enforce when it is triggered.

If you leave a mandatory field blank while processing a service or a study, the system will not allow you to save the changes.

For example, the Last Name, First Name, Gender, Date of Birth, and Referring Doctor fields are mandatory to be filled out for services with the system status “performed” (see the screenshot below).

After you specify all the required settings, click OK to add the mandatory fields rule or Cancel to quit without saving.

When you are adding a new service, you can see which fields are mandatory to be filled out (they are highlighted in red until you start filling them out).

If you attempt to save the service without filling out these fields, an error window appears:

Therefore, you need to fill out all required fields before saving the service.

Edit selected – this button opens a mandatory fields rule edit window, which is identical to the Add new mandatory fields rule window described above. After editing a mandatory fields rule, click OK to save the changes or Cancel to quit without saving.

For editing, there is also another button in the rightmost column Actions. It allows you to edit the required rule without selecting it in the table.

For removing mandatory fields rules, there is also another button in the rightmost column Actions. It allows you to remove the required rule without selecting it in the table. Click this button and then click OK.

There are also the Move up and Move down buttons in the rightmost column Actions. They allow you to move rules up and down, therefore changing their positions.

Managing Ordering Facilities

The Ordering Facilities module is used to modify ordering facilities. To open the module, sign into your account on your EMSOW site and follow the path SETUP → PROCESSING → ORDERING FACILITIES.

Here you can see the list of ordering facilities arranged in several columns: ID, Short name, Full name, Report logo, Deliver reports to, Dicom issuer IDs, Replication Contacts, and Actions.

Multiple ordering facilities are used in custom configurations where it is required to maintain multiple EMSOW sites that send studies to your site for reading and/or billing. In such a setting, each of the sites is treated as an ordering facility, and EMSOW allows you to keep data in sync between your site and the ordering facilities based on data replication. Please contact our technical support if you need to set up a multi-site configuration.

If you need to make some modifications to the existing setup of ordering facilities, use the top toolbar buttons:

For editing, there is also another button in the rightmost column Actions. You can click it to edit the required ordering facility without selecting it in the table.

For removing ordering facilities, there is also another button in the rightmost column Actions. You can click it to remove the required ordering facility without selecting it in the table. Click this button and then click OK.

Managing reading doctors

Follow the path SETUP → READING → READING DOCTORS to open the Reading Doctors tab:

Here you can see the list of reading doctors arranged in the columns: ID, Prefix, Last name, First name, Middle name, Suffix, Sign/Logo, NPI, SSN, Send options, Facilities, Contacts, Use transcription, Actions. The last column contains two buttons for editing and removing a reading doctor.

Above the list of reading doctors you can see the toolbar:

Add new – click this button to add a new reading doctor. As the result, the Add new reading doctor window will appear.

Here, on the Common tab, you can add the full name (which consists of the prefix, last name, first name, middle name, and suffix) and identifiers (NPI and SSN). Click the Use transcription checkbox to set a transcription fee. Click the Disabled checkbox to make the reading doctor’s account unavailable for use.

On the next tab – Send options – you can set up the parameters of sending processed studies to the reading doctor:

In the E-mail section, you can set up the parameters of sending the processed studies via e-mail. To enable sending the processed studies via e-mail, click the Enabled checkbox. In the Include files list, you can select the file types that can be sent via e-mail. If you need to send old reports from all studies, click the corresponding checkbox. In the Group by list, you can select the way of grouping files: all in a single file, by patient, by patient/study. If you need to convert files to PDF, click the corresponding checkbox.

In the PACS section, you can set up the parameters of sending the processed studies to a PACS server. To enable sending the processed studies to a PACS server, click the Enable checkbox. In the Destination list, select the required PACS server. In the Include files list, you can select the file types that can be sent to the PACS server. If you need to send old reports from all studies, click the corresponding checkbox. If you need to send the files as DICOM images or PDF files, check the corresponding checkboxes in the Send files as field. In the Exclude mods list, you can select the DICOM modalities that will not be sent. Click the Patch DICOM metadata checkbox to select the kinds of metadata that will be exported from EMSOW into the DICOM images. If you select Institution name, you can also use the referring facility name as the “Institution name” tag and enter a prefix to be added to the name. If you select Issuer of A/N, you can also select the accession number type to be exported: auto, internal, or external. External accession numbers are used when studies are sent to your EMSOW site from an external EMSOW site (also known as a client domain).

On the next tab – Facilities – you can select reading facilities that the reading doctor is associated with.

Use the arrow buttons to select the required facility or drag the facility from the Available to the Selected section. The reading facilities displayed in italic are disabled.

On the next tab – Contacts – you can add contacts for the reading doctor. To add a contact, click the Add button and select the contact type in the drop-down menu: Phone, Fax, E-mail, Jabber, Address, or Location.

After you select the type of the contact, you can enter the contact information in the new pop-up window:

Use the Up and Down buttons to change the contact’s priority over other contacts of the same type. For example, if there are several phone numbers, you can set which of them will be the first, which of them will be the second, and so on. To edit the selected contact, click the Edit button or double-click the contact. To delete the selected contact, click the Remove button. To delete all contacts, click the Clear button.

On the next tab – Sign – you can upload the doctor’s signature:

Click the Browse button and select the file with the signature. The signature will be used for signing image interpretation reports. To remove the signature, click the Delete image checkbox.

The last tab is Personal Logo. Here you can upload a personal logo for the doctor by clicking the Browse button and selecting the file with the personal logo:

To remove the logo, click the Delete image checkbox.

After you enter all necessary information, click OK to add the reading doctor or Cancel to close the window without saving.

For editing an existing reading doctor, click the Edit selected button on the toolbar. You can also double-click the reading doctor or click the edit button in the Actions column. As the result, the Edit reading doctor window will appear. This window is identical to the Add new reading doctor window described above.

Managing reading facilities

Follow the path SETUP → READING → READING FACILITIES to open the Reading Facilities tab:

Here you can see the list of reading facilities arranged in the columns: ID, Short name, Full name, NPI, EIN, PoS, Taxonomy, Send options, Logo, Doctors / Reading limits, Reading fees, Allowed studies, Allowed insurances/self-paid, Contacts, and Actions. The last column contains two buttons for editing and removing a reading facility.

Above the list of reading facilities you can see the toolbar:

Add new – click this button to add a new reading facility. As the result, the Add new reading facility window will appear.

On the Common tab, you can enter the short name, full name, NPI, EIN, taxonomy code, and select the PoS code and billing company. Click the Disabled checkbox to make the reading facility unavailable for use.

On the next tab – Send options – you can set up the parameters of sending processed studies to the reading facility:

In the E-mail section, you can set up the parameters of sending the processed studies via e-mail. To enable sending the processed studies via e-mail, click the Enabled checkbox. In the Include files list, you can select the file types that can be sent via e-mail. If you need to send old reports from all studies, click the corresponding checkbox. In the Group by list, you can select the way of grouping files: all in a single file, by patient, by patient/study. If you need to convert files to PDF, click the corresponding checkbox.

In the PACS section, you can set up the parameters of sending the processed studies to a PACS server. To enable sending the processed studies to a PACS server, click the Enable checkbox. In the Destination list, select the required PACS server. In the Include files list, you can select the file types that can be sent to a PACS server. If you need to send old reports from all studies, click the corresponding checkbox. If you need to send the files as DICOM images or PDF files, check the corresponding checkboxes in the Send files as field. In the Exclude mods list, you can select the DICOM modalities that will not be sent. Click the Patch dicom metadata checkbox to select the kinds of metadata that will be exported from EMSOW into the DICOM images. If you select Institution name, you can also use the referring facility name as the “Institution name” tag and enter a prefix to be added to the name. If you select Issuer of A/N, you can also select the accession number type to be exported: auto, internal, or external. External accession numbers are used when studies are sent to your EMSOW site from an external EMSOW site (also known as a client domain).

On the next tab – Doctors / Limits – you can set a daily reading limit for each reading doctor:

Click the Add button and then select in the Reading doctor column the reading doctor for whom you want to set a reading limit. After you select the required reading doctors, you can set their reading limit in the Day reading limit column. The default value is no limit. To delete a reading limit rule, select it and click the Remove button. To delete all rules, click the Remove all button.

On the next tab – Allowed Studies – you can select the studies that a specific reading doctor can read:

Click the Add button and then select in the Reading doctor column the reading doctor for whom you want to set an allowed study. Then select the allowed study in the Study column. You can also select an inventory group in the Inventory group column. The default value for the last two columns is (any). To delete an allowed study rule, select it and click the Remove button. To delete all rules, click the Remove all button.

On the next tab – Allowed Insurances – you can select allowed insurances for specific reading doctors:

Click the Add button and then select in the Reading doctor column the reading doctor for whom you want to set an allowed insurance. Then select the allowed insurance in the Insurance/Self paid column. The default value is (any). You can also select to use or not to use the private ID in the Use private ID column. The default value is NO. To delete an allowed insurance rule, select it and click the Remove button. To delete all rules, click the Remove all button.

On the next tab – Reading fees – you can set up the reading fees for reading doctors:

Click the Add button to add a new reading doctor the reading fees should be set up for. You can also specify the study and referring facility in the corresponding columns. You can enter the amount of reading fee in US Dollars or in percentage values. In the Note column, you can add an annotation.

On the next tab – Contacts – you can add contacts for the reading facility:

To add a contact, click the Add button and select the contact type in the drop-down menu: Phone, Fax, E-mail, Jabber, Address, or Location.

After you select the type of the contact, you can enter the contact information in the new pop-up window:

Use the Up and Down buttons to change the contact’s priority over other contacts of the same type. For example, if there are several phone numbers, you can set which of them will be the first, which of them will be the second, and so on. To edit the selected contact, click the Edit button or double-click the contact. To delete the selected contact, click the Remove button. To delete all contacts, click the Clear button.

On the last tab – Logo – you can upload a logo for the reading facility:

To do this, click the Browse button and select the file with the logo. To remove the logo, click the Delete image checkbox.

After you enter all necessary information, click OK to add the reading facility or Cancel to close the window without saving.

To edit an existing reading facility, click the Edit selected button on the toolbar. You can also double-click the reading facility or click the edit button in the Actions column. As the result, the Edit reading facility window will open. This window is identical to the Add new reading facility window described above.

Managing reading rules

Follow the path SETUP → READING → READING RULES to open the Reading Rules tab:

Here you can see the list of reading rules arranged in the columns: ID, Position, Condition, Goes to, Note, and Actions. The last column contains two buttons for editing and removing the reading rule and also contains arrow buttons for changing the priority of a reading rule.

The reading rules determine where processed studies will be sent for reading.

Above the list of reading rules you can see the toolbar:

Add new – use this button to add a new reading rule. After you click this button, the Add new reading rule window appears:

It consists of three sections: Properties, Condition, and Goes to (reading).

In the Properties section in the Position field, enter the number of the rule. This number determines the priority of the rule. The lower the number, the higher the priority. Select the Disabled checkbox to make the reading rule unavailable for use. In the Note field you can type an annotation for the rule.

In the Condition section, you can select various conditions, such as payers (insured or self-pay patients), insurances, referring facilities, referring states, referring doctors, ordering facilities, branches, business types, technologists, rendering providers, studies, study groups, and inventory groups.

If a processed study meets these conditions, the study will be sent to the reading facility or the reading doctor specified in the Goes to (reading) section. In this section, to add a destination for reading, click the Add button. Then select the position (primary, secondary, tertiary, or additional), reading facility, reading doctor, amount of reading fees in US dollars, and (or) amount of reading fees in percentage values. In the No send column, you can choose to not send the study to the specified reading doctor.

If there are multiple doctors specified, the doctors will receive the study for reading in order from last to first. The first doctor in the list, or the primary reading doctor, will be the one who puts their signature on the report. Each of the doctors may be assigned a different fee for their work.

After you specify all required data, click OK to add the reading rule or Cancel to close the window without saving.

To edit an existing reading rule, click the Edit selected button on the toolbar, or double-click the reading rule. You can also click the editing button in the Actions column. As the result, the Edit reading rule window appears. This window is identical to the Add new reading rule window described above.

Managing reading report templates

Follow the path SETUP → READING → REPORT TEMPLATES to open the Report Templates tab:

Here you can see the list of report templates arranged in the columns: ID, Position, Managed, Name, Type, Reading, Studies, Attach Images, and Actions. The last column contains two buttons for editing and removing a report template and also contains the arrow buttons for changing the priority of report templates.

Above the list of report templates you can see the toolbar:

Add new – click this button to add a new report template. As the result, the Add new report template window appears:

On the Common tab in the Properties section, you can add a name for the new report template in the Name field. In the Position field, you can set the position of the report template. If you need to attach images (non-DICOM) to the end of the report, click the corresponding checkbox. Click the Disabled checkbox to make the report template unavailable for use.

The Template available for section allows you to set reading doctors and studies for which the template will be available.

In the Managed template section you can link the new template to one of the available managed templates. The managed templates are default templates maintained by Universal Software.

The Rule Editor tab allows you to set a rule that provides data import from DICOM images to the report:

To set the rule, you must enter a JavaScript code. On the next tab – Rule Preview – you can see the preview of the rule entered on the previous tab:

On the Template Editor tab you can edit the representation of the new template using HTML, CSS, and JavaScript:

To upload an external template file (*.tpl), click the Browse TPL file… button.

On the next tab – Template Preview – you can see the preview of the new template:

The Preview button allows you to generate a PDF file with the new template.

Click OK to add the new template or Cancel to close the window without saving.

To edit an existing report template, click the Edit selected button on the toolbar or double-click the report template. You can also click the edit button in the Actions column. As the result, the Edit report template window will appear. This window is identical to the Add new report template window described above.

Managing report receiver providers

Follow the path SETUP → READING → REPORT RECEIVER PROVIDERS to open the Report Receiver Providers tab:

Here you can see the list of report receiver providers arranged in the columns: ID, Options, Type, Name, A/N location, Filename mask, Document mask, and the Actions. The last column contains two buttons for editing and deleting a report receiving provider.

Above the list of report receiver providers you can see the toolbar:

To add a new report receiving provider, click the Add new button. As the result, the Add new report receiver provider window appears:

Enter the name of the new report receiving provider in the Name field. Click the Disabled checkbox to make the report receiving provider unavailable for use.

In the A/N location field, select where to search for an accession number: in the file name, in the document body, or both.

The Report stacking field has four radio buttons that determine how the system handles the situation when a user attempts to add a report to a study that already has a report:

• Disallow – an additional report cannot be attached, and the following error appears when the user attempts to attach an additional report: ”Unable to attach report to the service and study with already attached report”.
• Allow – an additional report will be attached as ”report“; the previous report will stay as ”report”.
• Amend – an additional report will be attached as ”report“; the previous report will be marked as ”archived report”.
• Auto – settings are set automatically.

There are also five checkboxes:

• Notify manager when report uploaded – the manager will get an e-mail message notifying that a report was uploaded (if the Auto confirm received reports option is enabled).
• Attach report to manager’s notification – when the manager gets an e-mail message that notifies about an uploaded report or asks for confirmation, the report will be attached to the e-mail message.
• Notify manager of problems – if the report was not attached for some reason, the manager will get an e-mail message with the reason why the report was not attached.
• Notify sender of problems – if the report was not attached for some reason, the sender (reply address) will get an e-mail message with the reason why the report was not attached. In the Reply to field, users can specify their e-mail to get notifications instead of the sender.
• Add letterhead with ref. facility information – the manager will get an e-mail with a letterhead that contains referring facility information.

On the Auto confirm tab you can set the parameters of automatic confirmation of the reports. If you click the Disabled radio button, the report will not be marked as confirmed and the manager will get an e-mail message that asks for confirmation. If you click the Enabled radio button, the report will be automatically marked as confirmed. The Custom radio button allows you to set custom conditions for the automatic confirmation of the report. The available conditions are : valid patient name, valid date of service, and valid date of birth.

On the Configuration tab you can specify e-mail server and user settings. In the Masks section you can enter regular expressions for matching an accession number in the subject or sender field or in the file name. Using the Keep mail for… days field you can set how long the system will store e-mails before deleting.

After you specify all necessary parameters, click OK to save settings or Cancel to close the window without saving.

To edit an existing report receiver provider, click the Edit selected button on the toolbar, or double-click the report receiver provider. You can also click the edit button in the Actions column. As the result, the Edit report receiver provider window will appear. This window is identical to the Add new report receiver provider window described above.

On the top toolbar such buttons as Add new, Edit selected, Remove selected, Merge selected, Copy to clipboard and Export are available:

The Add new button is used to add a new rendering provider. It opens the Add new rendering provider window with specific information to be added. The Common options in the window are: Full name, License, NPI, SSN, UPIN and Note.

The First and Last names are required to be filled in. The License number must be an alphanumerical value from 6 to 20 characters long, the NPI must be a value like 1234567890, the patient SSN must be a value like 123-45-6789, and the UPIN must be a value like A12345. Add a Note if you have an annotation to add. The Disabled checkbox allows you to disable the rendering provider record.

Next, you can add rendering provider contacts. Click the Contacts tab and click the Add button to add the rendering provider’s phone or fax numbers or E-mail.

Use the Up and Down buttons to change the priority of the contact (for example, if the provider has two e-mails, you can set which of them will be primary). To delete the selected contact, click the Remove button. To delete all contacts, click the Clear button.

Click OK to save the changes or Cancel to quit without saving.

After saving the new rendering provider, it appears in the table with the corresponding properties.

The Edit selected button opens the rendering provider editing window where you can make changes to the rendering provider record.

Click OK to save the changes or Cancel to quit without saving.

For editing, there is as well another button in the rightmost column Actions. You can click it to edit the required rendering provider account without selecting it in the table.

For removing rendering providers, there is as well another button in the rightmost column Actions. You can click it to remove the required rendering provider account without selecting it in the table.

Managing studies

The Studies module allows you to make a variety of modifications on studies. To open the module, sign into your account on your EMSOW site, click SETUP in the upper navigation bar, click TESTS in the drop-down menu and then click STUDIES in the next drop-down menu going to the right.

On the top toolbar such buttons as Add new, Edit selected, Remove selected, Merge selected, Copy to clipboard and Export are available:

Add new – click this button to add a new study. In a new window, fill out sections with study information. The General section includes the required fields to be completed, which are Short name, Full name and Studies count. Fill in the fields, then select if Reading and Transcription are required for this type of study. Studies that do not require reading will be automatically finalized and displayed as “Ready” in the Cabinet module. Then enter the Duration of the study in minutes, select the type of the patient visit, and add procedure codes and modifiers. You can add several procedure codes. To add or remove them, use the corresponding buttons.

The study duration is relevant in scheduling.

Select the Disabled checkbox to make the study unavailable.

The Dependent studies section allows you to select studies which are dependent on the study you are creating. To select the studies, you can double-click them in the list, or you can add and remove them by using the arrow buttons.

The Aliases section allows you to add alternative names for the study. This provides a way to correctly process studies from external domains.

Click OK to save the changes or Cancel to quit without saving.

After saving a number of studies they appear in the table with the corresponding information. The table contains short and full names of studies, information about reading and transcription, duration, type and studies count, procedure codes, dependent studies, and aliases.

Edit selected – this button opens the study editing window where you can make changes to the selected study. Modify the study’s General data, Dependent studies or Aliases. Click OK to save changes or Cancel to quit without saving.

For editing, there is as well another button in the rightmost column Actions. You can click it to edit the required study without selecting it in the table.

For removing studies, there is as well another button in the rightmost column Actions. You can click it to remove the required study without selecting it in the table.

Managing study overrides

The Study Overrides module is useful when you encounter contingencies while assigning billing for certain insurance claims. This module allows you to create study name replacement rules for selected insurances.

To open the module, sign into your account on your EMSOW site, select the SETUP tab in the upper navigation bar, click TESTS in the drop-down menu and click STUDY OVERRIDES in the next drop-down menu going to the right.

On the top toolbar such buttons as Add new, Edit selected, Remove selected, Copy to clipboard and Export are available:

Add new – click this button to add a new study override rule. It opens the Add new study override window where you should select which study type to which study type will be converted by the rule, using the From study and To study fields. Under Insurances, select the insurances that the rule will be applied to. You can select the insurances by double-clicking, as well as add and remove them by using the arrow buttons.

Click OK to save the changes or Cancel to quit without saving.

After saving the study override rule it appears in the table that displays the source and target studies as well as the list of insurances to which the rule applies to.

Edit selected – this button opens the study override editing window where you can make changes to the selected rule. Click OK to save the changes or Cancel to quit without saving.

For editing, there is as well another button in the rightmost column Actions. It allows you to edit the required study override rule without selecting it in the table.

For removing, there is as well another button in the rightmost column Actions. It allows you to remove the required study override rule without selecting it in the table.

Managing study groups

The Study Groups module provides the ability to group studies into related sets. It makes the process of scheduling more user-friendly.

NOTE: Every study you create must be included in a study group. Otherwise the study is unavailable for scheduling and adding to existing services in Processing.

To open the module, sign into your account on your EMSOW site, select the SETUP tab in the upper navigation bar, click TESTS in the drop-down menu and then click STUDY GROUPS in the next drop-down menu going to the right.

On the top toolbar such buttons as Add new, Edit selected, Remove selected, Copy to clipboard and Export are available:

Add new – click this button to add a new study group. It opens the Add new study group window with study group information to be added. Fill in the required fields: Short name and Full name. Select from the list of available Studies those that should be included in the group by double clicking (or you can add and remove them using the arrow buttons).

Click OK to save the changes or Cancel to quit without saving.

After saving the study group it appears in the table that displays short and full names of groups as well as included studies.

Edit selected – this button opens the study group editing window where you can make changes to the study group by adding and removing studies with the arrow buttons. Click OK to save the changes or Cancel to quit without saving.

For editing, there is as well another button in the rightmost column Actions. It allows you to edit the required group without selecting it in the table.

For removing groups, there is as well another button in the rightmost column Actions. It allows you to remove the required group without selecting it in the table, just click this button and then OK.

Managing procedure codes

Procedure codes are entered to EMSOW according the ICD-10 classification system. A distinct advantage of EMSOW’s codes system is that generally you do not need to add, edit or remove anything.

If you need to open the module, sign into your account on your EMSOW site, click SETUP in the upper navigation bar, click TESTS in the drop-down menu and then click PROCEDURE CODES in the next drop-down menu going to the right.

The module contains a table of procedure codes that displays the Level and Name for each code as well as a Note with symptoms.

On the top toolbar such buttons as Add new, Edit selected, Remove selected, Copy to clipboard and Export are available:

Generally you do not need to add, edit or remove anything in this module.

Managing diagnosis codes

Diagnosis codes are entered to EMSOW according the ICD-10 classification system. ICD-9 codes are entered to the system as well, but they are disabled by default.

If you need to open the module, sign into your account on your EMSOW site, click SETUP in the upper navigation bar, click TESTS in the drop-down menu and then click DIAGNOSIS CODES in the next drop-down menu going to the right.

The module contains a table of codes. Each record displays a Code, its Type, Version as well as Short and Full names.

On the top toolbar such buttons as Add new, Edit selected, Remove selected, Copy to clipboard and Export are available:

Generally you do not need to add, edit or remove anything in this module.

Study quality rules

The Study Quality Rules module provides the way to create restrictions which must be fulfilled before studies are sent for reading. The rules are applied to study groups or studies that are chosen under Conditions, and the restrictions are set for image amount, modalities and documents. Therefore, this module prevents such mistakes as an insufficient number of images in a study, the absence of certain DICOM modalities (e.g. structured reports), and the absence of certain documents that should be attached to the study.

To open the module, sign into your account on your EMSOW site, select the SETUP tab in the upper navigation bar, click TESTS in the drop-down menu and then click STUDY QUALITY RULES in the next drop-down menu going to the right.

On the top toolbar such buttons as Add new, Edit selected, Remove selected, Copy to clipboard and Export are available:

Add new – click this button to add a new study quality rule.

In the window that opens, enter the rule’s Name and Position under Properties. The rules are applied in the order from the lowest position to the highest position.

Under Condition, select studies or study groups to which the rule applies. For example, in the screenshot above the rule applies to ECHO studies.

Under Restrictions, enter restrictions for Image amount, Modalities, and Documents. In this example, the ECHO studies cannot have fewer than 38 images, must contain ultrasound DICOM files and DICOM structured reports, and must have tech sheets attached.

Click OK to save the changes or Cancel to quit without saving.

After saving the study quality rule it appears in the table with the corresponding information:

You may sort the list by position to see the order in which the rules are applied:

Edit selected – this button opens the study quality rule editing window where you can make changes to the selected rule. Click OK to save the changes or Cancel to quit without saving.

For editing, there is as well another button in the rightmost column Actions. It allows you to edit the required rule without selecting it in the table.

For removing study quality rules, there is as well another button in the rightmost column Actions. It allows you to remove the required rule without selecting it in the table. Click this button and then click OK.

The Move up and Move down buttons in the rightmost column Actions allow you to move rules up and down, therefore changing their positions.

Managing referring doctors

In order to open the Referring doctors module, sign into your account on your EMSOW site, click Add new in the upper navigation bar, click REFERRING in the drop-down menu and then click REFERRING DOCTORS in the next drop-down menu.

On the top toolbar such buttons as Add new, Edit selected, Remove selected, Merge selected, Copy to clipboard and Export are available:

Add new – click this button to add a new referring doctor. In a new window, fill out fields with the doctor’s information. On the Common tab enter the doctor’s full name, license, NPI (it must be a numerical value like 0123456789), SSN, UPIN.

To notify the doctor about new study interpretation reports, select the notification type in the Notifications field (Web, E-mail, Fax, Mail or no notification). Note that the appropriate contact information should be entered on the Contacts tab (such as the doctor’s email address).

In the CPT codes field, you can enter CPT codes for which this referring provider should be excluded from claims.

You can add a note if necessary in the Note field as well as disable the doctor’s record by selecting the Disabled checkbox.

In the Facilities section select the doctor’s facilities. You can add and remove them using the buttons with arrows.

The Aliases section allows you to add aliases which provide a way to recognize alternative spellings of the doctor’s name. It can be useful when the doctor’s name is spelled differently on your diagnostic equipment. For example, if the name of John Doe is spelled as “JOHNDOEMD” on the equipment, you can add this spelling as an alias.

Add the doctor’s phone, fax number or E-mail address on the Contacts section by clicking the Add button.

The Referring Doctors module displays a list of referring doctors arranged in several columns: ID, Prefix, Last, First and Middle names, Suffix, Notifications, License, NPI, SSN, UPIN, Note, Facilities, Aliases, Contacts and Actions.

Edit selected – this button opens a referring doctor edit window, which is identical to the Add new referring doctor window described above. After editing a doctor’s record, click OK to save the modifications or Cancel to quit without saving.

For editing, there is as well another button in the rightmost column Actions. It allows you to edit the required doctor account without selecting it in the table.

For removing doctors, there is as well another button in the rightmost column Actions. It allows you to remove the required doctor account without selecting it in the table. Click this button and then click OK.

Managing referring facilities

EMSOW supports multiple orders from one referring facility if they are for different ordering facilities.

To open the referring facilities module, follow the path SETUP → REFERRING → REFERRING FACILITIES:

On the top toolbar such buttons as Add new, Edit selected, Remove selected, Merge selected, Copy to clipboard and Export are available:

Add new – click this button to add a new referring facility. In a new window, fill out fields with the facility’s information. On the Common tab you need to enter its Short and Full names, the appropriate dates in the Contract begin and Contract end fields, NPI (it must be a numerical value like 0123456789) and EIN.

To notify the doctors of the facility about new study interpretation reports, select the notification type in the Notifications field (Web, E-mail, Fax, Mail or no notification). Note that the appropriate contact information should be entered on the Contacts tab (such as the facility’s email address).

In the CPT codes field, you can enter CPT codes for which this referring provider should be excluded from claims.

This module allows you to e-mail reports to referring facilities. The report sending method can be set in the Notifications field.

You can select the Override letterhead checkbox to override default letterheads.

You can disable the facility’s record by selecting the Disabled checkbox.

On the Report options tab, you can set additional text to be printed in the footer of image interpretation reports that are sent to this facility.

On the Doctors tab select the doctors who work in this facility. You can add and remove them using the buttons with arrows.

On the Study groups tab you can set groups of studies for which the facility refers patients. You can add and remove them using the buttons with arrows.

On the Allowed insurances tab, you can assign allowed insurances to every referring facility. This will let you limit the choice of insurances that are available when you are creating a new patient case in Schedule or Processing: the drop-down list will display only the insurances that are used by the facility. You can add and remove them using the buttons with arrows.

On the Contacts tab you can click the Add button to select various contacts for the facility in the drop-down menu, such as phone and fax numbers, e-mail and street address. Use the Up and Down buttons to change the priority of the contact (for example, if the facility has two e-mails, you can set which of them will be primary). To delete the selected contact, click the Remove button. To delete all contacts, click the Clear button.

The Aliases tab allows you to add alternative names for the facility. This provides a way to recognize different spellings of the facility’s name.

You can set the facility’s work hours on the Working time tab.

Click OK to save the new facility or Cancel to quit without saving.

Edit selected – this button opens a referring facility edit window, which is identical to the Add new referring facility window described above. After editing the required facility, click OK to save the changes or Cancel to quit without saving.

For editing, there is as well another button in the rightmost column Actions. It allows you to edit the required facility without selecting it in the table.

For removing accounts, there is as well another button in the rightmost column Actions. It allows you to remove the required account without selecting it in the table. Click this button and then click OK.

Managing referring accounts

Follow the path SETUP → REFERRING → ACCOUNTS to open the accounts managing tab:

On the top toolbar such buttons as Add new, Edit selected, Remove selected, Merge selected, Copy to clipboard and Export are available:

Add new – click this button to add a new referring account. In a new window, fill out fields with information of the new account. On the Common tab, there are such sections as Properties and Billing name/address. The Properties section is required to be filled out; it includes the short and the full name of the account. Select the type of service next to Type of service: Retail, Wholesale, Nursing Home or Reseller. You can disable the account record by selecting the Disabled checkbox. In the Billing name/address section, fill out the following fields: Name, Line 1, Line 2, City, State and ZIP-code.

On the Logo tab you can upload a logo for the referring account:

To upload a logo, click the Browse button and select the file with the logo. To remove the logo, click the Delete image checkbox.

On the Facilities tab, select the required facilities to add them to the account. You can add and remove them using the buttons with arrows.

On the Contacts tab you can click the Add button to select various contacts for the account in the drop-down menu, such as phone and fax numbers, e-mail and street address. Use the Up and Down buttons to change the priority of the contact (for example, if the account has two e-mails, you can set which of them will be primary). To delete the selected contact, click the Remove button. To delete all contacts, click the Clear button.

If you are adding a retail referring account, the Rents tab is available for you to fill out where you can set the amount of rent to be paid depending on the time a technologist spends in the facility (payment can be made on a monthly basis or per hour). Click the Add button, set the required date range, and then set the required time options: Monthly, 1/4 day – 2 hours, 1/2 day – 4 hours, 3/4 day – 6 hours or, 1/1 day – 8 hours. Set the number of expected visits per month in the field below.

If you are adding a wholesale referring account, the Rates tab is available for you to fill out. Click the Add button and set the required date range in the From and To columns. In the Hourly (US) and Hourly (SE) columns, enter hourly rates to be paid for ultrasound and stress echocardiography respectively. Only these two categories are available in the current version of the system, and at least one category has to be set.

If you are adding a nursing home referring account, the Nursing Home Fees tab is available with the following fields to be filled out: manager fees (per visit), aid fees (per visit) and net profit sharing (in %).

If you are adding a reseller referring account, the Reseller Fees tab is available with the Partner fees field to be filled out.

Click OK to save the new account or Cancel to quit without saving.

Edit selected – this button opens an account edit window, which is identical to the Add new account window described above. After editing an account record, click OK to save the changes or Cancel to quit without saving.

For editing, there is as well another button in the rightmost column Actions. It allows you to edit the required account without selecting it in the table.

For removing accounts, there is as well another button in the rightmost column Actions. It allows you to remove the required account without selecting it in the table. Click this button and then click OK.

Schedule Rules

The Schedule Rules module allows you to create rules for event scheduling. After adding a rule, you can see the appropriate event on the Office schedule tab in the Schedule module. The event is scheduled according to the recurrence pattern and range of recurrence that you define. To open the Schedule Rules tab, follow the path SETUP → SCHEDULE → SCHEDULE RULES.

NOTE: You can only schedule recurring events using the schedule rules. To create a single event, please use the Schedule module.

On the top toolbar such buttons as Add new, Edit selected, Remove selected, Copy to clipboard and Export are available:

Add new – click this button to add a new schedule rule. After you click this button, the Add new rule window appears:

It consists of three sections: Event information, Recurrence pattern, and Range of recurrence.

In the Event information section, you can select the Referring facility to be visited and the technologist to perform scans, as well as the Ordering facility. In the Study groups field, select what groups of studies the technologist will be able to perform. You can also select Equipment groups if you use the Inventory module to track the use of equipment. Select Work time and Break time to specify the work and break hours of the technologist. The Referring facility field is the only field that is mandatory to be filled out, and the other fields can be blank. You can also select the Mark as new checkbox and set the number of days the rule will display as new. The Restriction disabled checkbox allows you to disable all restrictions regarding the connection between the following fields: the referring facility, study groups, technologist and equipment groups.

After you select a referring facility, a window with the facility’s working time appears for your convenience.

In the Recurrence pattern section, you can specify how often you want the event to occur. The available recurrence patterns are Daily, Weekly, and Monthly. When you select Daily, you need to choose either Every [1] day(s) or Every Weekday. Use Daily with the Every [1] day(s) option when you want the event to occur every day. Alternatively, you can set an interval (for example, the interval of 2 with the daily pattern means every other day). Use Weekly when you want the event to occur every week, or you can also set an interval (for example, the interval of 2 with the weekly pattern means every other week) and then select days of the week the event should occur on. Use Monthly when you want the event to occur every month. You can also set an interval – for example, the interval of 2 with the monthly pattern means every other month – and select a particular day. You can also select the first (second, third, fourth, second to last or last) day (weekday, weekend day or one of the days of the week) of every month (every other month, every third month etc.) in the fields below.

In the Range of recurrence section, you can set the period of time during which the event should occur. By default, the start date is the current date and the period of time is 2 months (see the End by option). Use the calendar to change these parameters. You can also select No end date or End after 10 occurrences (10 – by default). The Recurrence pattern and Range of recurrence sections are interrelated, so be careful specifying them.

At the bottom of the window you can see the frequency and the period of time (highlighted in green) for the event to occur according to the settings you have just created.

Click OK to save the changes or Cancel to quit without saving.

The Schedule Rules module displays a list of schedule rules arranged in several columns: ID, Disabled, Facility name, Technologist, Time, Recurrence pattern, Range of recurrence, Equipment groups, Study groups, Mark as new, Restrictions, and Actions.

Edit selected – this button opens a schedule rule edit window, which is identical to the Add new rule window described above. You can also double-click the rules to edit them.

For editing, there is as well another button in the rightmost column Actions. It allows you to edit the required rule without selecting it in the table.

For removing rules, there is as well another button in the rightmost column Actions. It allows you to remove the required rule without selecting it in the table. Click this button and then click OK.

Added rules will appear on the Office schedule tab in the SCHEDULE module on the appropriate days according to the settings you have created.

Office Schedule Colors

This module allows you to manage colors in which events are highlighted on the office schedule. Follow the path SETUP → SCHEDULE → OFFICE SCHEDULE COLORS to open the module.

On the top toolbar such buttons as Add new, Edit selected, Remove selected, Copy to clipboard and Export are available:

Add new – click this button to add a new office schedule color. After you click this button, the Add new office schedule color window appears:

It consists of three sections: Properties, Condition, and Apply colors.

In the Properties section in the Position field, enter the position of the office schedule color. The position determines the priority of the color. The lower the number, the higher the priority. In the Note field you can type an annotation for the color. Select the Disabled checkbox not to use the office schedule color rule.

In the Condition section, you can select conditions that will trigger the use of this color for events on the schedule. The available conditions are technologists, equipment groups, and study groups. In the Scheduled for field, select Any, Initial, or Follow-up to use the office schedule color for particular appointment types.

In the Apply colors section, select the color that should be applied to the events when the specified conditions are met. The Color preset field allows you to select the desired color from an advanced list of presets (pale, soft, very light, very pale, very soft colors):

When you select a preset in the Color preset field, the background and text colors are set automatically according to the selected tone.

You can change the colors using the small color wheel buttons to the right of the Background color and Text color fields. Click the button and pick the required tone from the palette.

Click OK to save the office schedule color or Cancel to quit without saving.

After saving a new office schedule color, it appears in the table with the corresponding information:

Events that satisfy the listed conditions will be highlighted in the appropriate color in the Schedule module.

Edit selected – this button opens the office schedule color edit window, which is identical to the Add new schedule color window described above. After editing the required color, click OK to save the changes or Cancel to quit without saving.

For editing, there is as well another button in the rightmost column Actions. It allows you to edit the required color without selecting it in the table.

For removing office schedule colors, there is as well another button in the rightmost column Actions. It allows you to remove the required color without selecting it in the table. Click this button and then click OK.

Time Block Reasons

This module allows users to create time block reasons to make particular times available or unavailable for scheduling on the Patient schedule tab in the Schedule module. Follow the path SETUP → SCHEDULE → TIME BLOCK REASONS to open the module.

On the top toolbar such buttons as Add new, Edit selected, Remove selected, Copy to clipboard and Export are available:

Add new – click this button to add a new time block reason. After you click this button, the Add new time block reason window appears:

Type a reason in the Text field, and select a Behavior type (available or unavailable) to set if this time block will be available or unavailable for scheduling. Select the Disabled checkbox to make the time block reason unavailable for use. Click OK to save the time block reason or Cancel to quit without saving.

You can also add, edit or remove time block reasons on the Patient schedule tab in the Schedule module. To do so, select Add, Edit or Remove in the Time block drop-down menu.

To add a new time block in the Schedule module, specify the following fields: Referring facility, Date of service, Event, Time, Reason and Note. The Referring facility field is the only field that is mandatory to be filled out, and the other fields can be blank. Click OK to save the changes or Cancel to quit without saving.

After saving the reason in the Time Block Reasons module, it appears in the table with the corresponding information:

The Edit selected button opens the edit window, which is identical to the Add new time block reason window described above. After editing a time block reason, click OK to save the changes or Cancel to quit without saving.

For editing, there is as well another button in the rightmost column Actions. It allows you to edit the required reason without selecting it in the table.

For removing time block reasons, there is as well another button in the rightmost column Actions. It allows you to remove a reason without selecting it in the table.

This module allows you to set turnover periods (in days), during which billing is assigned and claims are sent to billing companies.

Follow the path to open the SETUP → INCOME AGING → INTERNAL PREPROCESSING TURNOVER tab:

Here you can see a list of internal preprocessing turnover records arranged in five columns: ID, Billing company, Insurance, Days, and Actions. The last column contains two buttons to quickly edit or remove the records.

Above the list of internal preprocessing turnover records, you can see the toolbar:

To add a new internal preprocessing turnover period, click the Add new button. The following pop-up window will appear:

In this window, select the Billing company and Insurance for which you need to set the turnover period. If you leave the Insurance field empty, self-payment is assumed. In the Days field, enter the duration of the turnover period in days.

The Set days for selected option allows you to set the same turnover period for all identical billing companies or insurances automatically. Its default value is billing company and insurance, which sets the turnover period only for the current internal preprocessing turnover record. The other two values – billing company and insurance – allow setting the turnover period for all matching billing companies or insurances, respectively.

You can also use the Set days for selected button on the toolbar to assign a turnover period for selected internal preprocessing turnover records.

Billing preprocessing turnover setup

This module allows you to set turnover periods (in days) for billing processing that is done by third-party billing companies.

Follow the path to open the SETUP → INCOME AGING → BILLING PREPROCESSING TURNOVER tab:

Here you can see a list of billing preprocessing turnover records arranged in five columns: ID, Billing company, Insurance, Days, and Actions. The last column contains two buttons to quickly edit or remove the records.

Above the list of billing preprocessing turnover records, you can see the toolbar:

To add a new billing preprocessing turnover period, click the Add new button. The following pop-up window will appear:

In this window, select the Billing company and Insurance for which you need to set the turnover period. If you leave the Insurance field empty, self-payment is assumed. In the Days field, enter the duration of the turnover period in days.

The Set days for selected option allows you to set the same turnover period for all identical billing companies or insurances automatically. Its default value is billing company and insurance, which sets the turnover period only for the current billing preprocessing turnover record. The other two values – billing company and insurance – allow setting the turnover period for all matching billing companies or insurances, respectively.

You can also use the Set days for selected button on the toolbar to assign a turnover period for selected billing preprocessing turnover records.

Payer processing turnover setup

This module allows you to set turnover periods (in days) for processing claims by insurance companies and receiving reimbursements or self-payments.

Follow the path to open the SETUP → INCOME AGING → PAYER PROCESSING TURNOVER tab:

Here you can see a list of payer turnover records arranged in four columns: ID, Insurance, Days, and Actions. The last column contains two buttons to quickly edit or remove the records.

Above the list of payer turnover records, you can see the toolbar:

To add a new payer turnover period, click the Add new button. The following pop-up window will appear:

In this window, select the Insurance for which you need to set the turnover period. If you leave the Insurance field empty, self-payment is assumed. In the Days field, enter the duration of the turnover period in days.

The Set days for selected field allows you to set the same turnover period for all identical insurances automatically. Its default value is insurance, which sets the turnover period only for the current payer turnover record. The other value – all insurances – allows setting the turnover period for all matching insurances.

You can also use the Set days for selected button on the toolbar to assign a turnover period for selected payer turnover records.

Billing processing turnover setup

This module allows you to set turnover periods (in days) for returning processed billing data from billing companies.

Follow the path to open the SETUP → INCOME AGING → BILLING PROCESSING TURNOVER tab:

Here you can see a list of billing processing turnover records arranged in five columns: ID, Billing company, Insurance, Days, and Actions. The last column contains two buttons to quickly edit or remove the records.

Above the list of billing return processing records, you can see the toolbar:

To add a new billing processing turnover period, click the Add new button. The following pop-up window will appear:

In this window, select the Billing company and Insurance for which you need to set the turnover period. If you leave the Insurance field empty, self-payment is assumed. In the Days field, enter the duration of the turnover period in days.

The Set days for selected field allows you to set the same turnover period for all identical billing companies or insurances automatically. Its default value is billing company and insurance, which sets the turnover period only for the current billing processing turnover record. The other two values – billing company and insurance – allow setting the turnover period for all matching billing companies or insurances, respectively.

You can also use the Set days for selected button on the toolbar to assign a turnover period for selected billing processing turnover records.

Internal processing turnover setup

This module allows you to set turnover periods (in days) for the processing of billing results and the closing of billing operations.

Follow the path to open the SETUP → INCOME AGING → INTERNAL PROCESSING TURNOVER tab:

Here you can see a list of internal processing turnover records arranged in five columns: ID, Billing company, Insurance, Days, and Actions. The last column contains two buttons to quickly edit or remove the records.

Above the list of internal processing turnover records, you can see the toolbar:

To add a new internal processing turnover period, click the Add new button. The following pop-up window will appear:

In this window, select the Billing company and Insurance for which you need to set the turnover period. If you leave the Insurance field empty, self-payment is assumed. In the Days field, enter the duration of the turnover period in days.

The Set days for selected field allows you to set the same turnover period for all identical billing companies or insurances automatically. Its default value is billing company and insurance, which sets the turnover period only for the current internal processing turnover record. The other two values – billing company and insurance – allow setting the turnover period for all matching billing companies or insurances, respectively.

You can also use the Set days for selected button on the toolbar to assign a turnover period for selected internal processing turnover records.