Collector Group

Enter/Select the collector group to be used as the default on new accounts.  This may be left blank.

Agency

Enter/Select the collection agency to be used as the default on new accounts.  This may be left blank.

Account Class

Enter/Select the account class to be used as the default account class on new accounts.  This may be left blank.  Note:  If an Account Class is specified on the patient's PRIMARY Insurance Plan Details Tab, it will override the Practice Default Account Class specified here.

Regarding Self Pay Plans: This function does NOT work on a Self Pay Plan.  Because there is NO plan on a self pay patient, they software doesn't know what plan to look at to pull the account class. The programs are pulling the account class from the patient's primary plan. If there is NO primary plan, it can't pull anything except the default from the practice.   If you want a special account class to be used specifically for Self Pay accounts with no insurance, then you may want to set up the Practice Default to the Self Pay account class.  Then, make sure ALL other plans have a different account class specified, otherwise, they will also default to the Self Pay account class.

Enter Employer Using Lookup Control

Indicates that the employer will be selected from a pre-defined list

Enter Employer Free-Form

Indicates that the employer will be entered as free-form text.

Allow Both

Indicates that either mode may be used (selecting from a pre-defined list or entered as free-form text.

Division

Default the Division from the Previous Visit

Visit Date

Default the Visit Date from the Previous Visit

Batch Number

Default the Batch Number from the Previous Visit

Anesthesia Type

Default the Anesthesia Type from the Previous Visit

Physician

Default the Physician from the Previous Visit

Facility

Default the Facility from the Previous Visit

Location

Default the Location from the Previous Visit

O/R Suite

Default the O/R Suite from the Previous Visit

Blank the Remit Date

On Electronic Remittance Advice, checking this option will leave the Remit Date on the payment blank instead of using the Check Date.  Users will need to enter the correct Remit Date before releasing the Payment Batch.  Leaving this option un-checked will default the Check Date into the Remit Date field on the payment.

Require Entry of Locality on Facilities

Indicates if the Locality field will be required in Facility Setup and on Facilities in Visit Entry.