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Web Based Practice Management
 

General Parameters

The General Parameters Profile contains your company's contact information. You can change your address, billing address, tax ID, telephone numbers, email and website addresses.

In addition, you can change the number of days for re-registration and if you are keeping your GL month open, the closing date of the month.

  • Determine how many days you want before requiring the patient be re-registered. During Arrive In and Visit Record functions, PiMS will determine if you have passed the number of days for re-registration and remind the user to register the patient.
  • Determine what would be your best closing date of month. This is if you have signed on with PiMS Billing and Collection module.
  • The federal tax ID that is used on your claims for PiMS Billing and Collection module.

Update the General Paramenters

  1. Select Update General Parameters from the File menu.
  2. Select your entity code assigned by PDM.
  3. The General Paramenters detail screen displays. To change your facility address or billing address, tab to the appropriate field and enter the new value.
  4. To change your telephone or fax number, tab to the appropriate field and enter the new value.
  5. To change your federal tax ID, tab to the Federal Tax ID field and enter the new value. This is only necessary if you have selected PiMS Billing and Collection module.
  6. To change your email or website address, tab to the appropriate field and enter the new value.
  7. To change the number of days for re-registration, tab to the Re-Registration Days and enter the new number of days. If you want to turn off the re-registration option so that re-registration is never required, enter "999".
  8. If you have selected the option to keep your GL month open after the month end, you can change the Closing Date of the Month. Tab to the field and enter the day of the month.  Note: after a month has closed the new date will go into effect at the end of the current month.
  9. Press enter or select OK, a message will appear at the bottom of your screen. "Please review this data before continuing", this allows you to review all the data before you commit the information.

10.  Press or select OK a second time to update the General Parameters profile.

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