Company Settings

Complexity Coding

Determine whether you want to require complexity-based coding in the evaluative documentation. This will prevent a note from being finalized if each complexity section is not completed. This setting will affect all companies that share a Tax ID. For more information on complexity coding, click here.

Additional Modifiers

Add additional modifiers for use when indicating services for billing. Please note the additional modifier setting must also be turned on in the payer's insurance settings. For more information about additional modifiers and their setup, click here

Initial Exam Case Copy

Allow therapists to copy the most recently finalized evaluative note to a new case for the same patient. The Evaluative Note Import feature will automatically be set to Off for all clinics. Learn more.

Plan of Care Alerts

Set the number of days prior to the patient's POC expiration date to begin receiving alerts. Read more about POC alerts.

Payer Rules

You can choose to always defer to the Primary Payer or always defer to the 8-minute Rule. This allows you to determine how your organization wants to handle situations where the primary and secondary payers follow conflicting rules.