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 Or 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.Don’t Know how to do it

12.   Add prices for Services.

13.   Set up Color Legends and Provider Favorites.