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General - Tab
The Users - General tab contains demographic and billing control information about the staff member. Users are created and assigned to User Groups. The User Group setup is where you may define exactly to which menu items members of a User Group have access.
Lookup
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Enter the Lookup value assign to the User
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User Type
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Enter/Select the User Type assigned to the User. The User Type is utilized by reports in MedSuite as well as the Access History tab of the Ledger.
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Staff
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Enter/Select the Staff Member if the User is a Staff Member
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Collector Group
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Enter/Select the Collector Group that the User is a member of
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Login
Login Name
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Enter the name this user will use to log into the MedSuite software.
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Name
Title
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Title (Mr, Ms, Mrs, etc.)
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Salutation
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Indicates how letters will be addressed (Dear Salutation....) Values are:
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First/M/Last
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Name entered in First, Middle and Last sequence
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Nickname
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Nickname. Will default from the user's first name
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Generation
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Generation (Jr., Sr., etc.)
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Degree
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Degree (MD, CRNA, PhD, etc.)
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Address
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Address consisting of:
The tab order will skip from Street Address (Add'l) to the Postal Code. The Postal Code lookup will complete the City and State. In addition, the Postal Code lookup will default the Area Code of the telephone numbers if the Area Code is defined in Postal Code Maintenance.
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Country
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A foreign country may be entered if needed.
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Home
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Home telephone number.
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Fax
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Fax telephone number
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Work / Ext
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Work telephone number and extension
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Other
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Other telephone number
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Mobile
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Mobile telephone number
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Pager
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Pager telephone number
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E-Mail
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E-Mail address
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Flags
Administrator
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Indicates if the User is a MedSuite Administrator. Administrators have access to the System Adminstration menu under the Setup menu. Only Administrator users may access the System Administration menu.
In addition, Administrator users have access to the Setup files with Edit, New, and Delete capabilities. This is true even if the user is assigned to a User Group that does NOT have access to the Setups. The Administrator flag grants them overriding access to the setup files. Administrators also have the ability in Patient Lookup screens to Delete accounts with demographics only. Other users will see the Delete button greyed out so only Administrators have the button active for use. Restrictions are as follows:
1. Patients must only have one Account Holder.
2. Patient Account must no have other patients linked to it.
3. Patients with Charges or Payments cannot be deleted.
In addition, if Administrator is checked the user will have the ability to see Close-Out, Per-se and Backup Log Report tasks in the task viewer. If the Administrator flag is unchecked the Close-Out, Per-Se and Backup Log tabs and reports produced by those processes will not show in the task viewer unless the View Close-Out /Per-Se Tasks flag is checked.
To disable the user from viewing Closeout, Per-Se and Backup Log task reports and tabs, leave Administrator and View Close-Out/Per-Se Tasks UNCHECKED.
Administrator users have access to Reset Passwords in the User file if a user has forgotten their password. Administrators also have access to Unlock Users who have become locked-out by exceeding the number of allowable login attempts.
Administrator users have access to the Logs under the Reporting menu, including the Access Log and Security Log.
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View Close-Out / Per-Se Tasks
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Indicates if the User may view Close-Out, Per-Se and Backup Report tasks. If this option is unchecked, the user will not be able to see the Closeout, Per-Se or Backup Log tabs in the task viewer or any reports those processes produce unless the Administrator flag is checked.
To disable the user from viewing Closeout, Per-Se and Backup Log task reports and tabs, leave Administrator and View Close-Out/Per-Se Tasks UNCHECKED.
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Tickler Administrator
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Indicates if the User is a Tickler Administrator. Tickler Administrators are permitted to view and send Ticklers to other users.
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Web Restricted
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Indicates if the User uses the MedSuite restricted Web Browser
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Toolkit Only Company
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Indicates if the User uses the Toolkit functions only
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Internet
MedSuite Name
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E-Mail Address
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Enter the users MedSuite email account
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Security - Tab
Practice
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Each Practice defined in the Company is in the list.
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User Group
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The User may be assigned to a User Group for each Practice in the Company list.
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Additional - Tab
Dashboard Setup
Display Charts
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Indicates if the Running A/R Balance Chart is displayed on the User's Dashboard
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Display Payment/Visit Batches
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Indicates if the Payment and Visit Batches for the User are displayed on the User's Dashboard.
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Display Top Ten Tasks
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Indicates if the User's Top Ten Previous Tasks are displayed on the User's Dashboard.
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Limit Payment Entry Amounts
Some practices restrict users who perform insurance or self-pay follow-up from doing payment entry. Unfortunately, these same follow-up users need to use payment entry to enter insurance denials or to refresh the billing on a self-pay account by entering a zero dollar payment. Perhaps a new payment entry clerk will be restricted to entering payments and/or adjustments only up to a certain amount because they are a new employee, or possibly the billing manager wants to restrict payment and/or adjustment amounts to some "reasonable" amount to help prevent data input problems.
Payment and / or adjustment amounts can be limited for any of these reasons by entering an amount in the following fields. A blank in one of the amount fields indicates that there is no restriction on the amount that can be entered. A zero indicates that the user can only enter zero dollar payments and/or adjustments. If an amount is entered, the amount is considered both a positive amount and a negative amount restriction. For example, if the limit is $100.00, the user will not be allowed to key in more than $100.00 or less than $100.00-(negative).
Self Amount Pay
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Self Payment limit that can be entered by the user
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Self Amount Adj
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Self Adjustment limit that can be entered by the user
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Ins Amount Pay
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Insurance Payment limit that can be entered by the user
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Ins Amount Adj
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Insurance Adjustment limit that can be entered by the user
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Buttons
OK
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Close the form and save the changes
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Cancel
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Close the form and do not save the changes (if any).
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