It is important to follow these steps to properly set up an organization:

 1.      Setup an Organization, which is also the first facility or location.

2.      Setup additional Facilities.

3.      Setup Default Settings.

4.      Setup Visit Types.

5.      Setup Rooms.

6.      Setup Roles and Permissions.

7.      Add Employees.

8.      Setup Provider Details.

9.      Setup appointment calendar and assign times to visit types (New Scheduler and Appointment Template).

10.   Add Payers.

11.   Add any special Service. If you want to add only your CPTs, we will turn off the master CPT® list.

12.   Add prices for payers. Use Link Payers to set master price lists.

13.   Set up Color Legends and Provider Favorites.

14. Click Clincal Masters, click Forms and configure letterhead, EHR menu, and print style.

15. Click Dynamic Templates and add custom templates.

16. Click Clinical Notes and add the note templates.

17. Assign Clinical Notes to Default by Visit Type

18. Assign Clnincal Notes to Providers.