Setting Up Office Information
This topic includes:
- Setting Up Office Contact Information
- Setting Up Office Tax Information
- Setting Up Password Expiration
Setting Up Office Contact Information
- From the office, click Office Information. See Navigating Administration for information on how to get to Office: Setup.
- Record the Office Name.
The office name cannot be longer than 35 characters.
- Record the Office NPI.
- Record the Address.
You must enter the location’s physical address (not a P.O. Box number) to comply with HIPAA 5010 standards.
- Record the ZIP code.
Enter the location’s full 9-digit ZIP code (ZIP + 4) to comply with HIPAA standards. Look up ZIP codes at www.usps.com.
- Record the City/State.
- Record the Phone and Fax numbers.
- If your office has the VSP interface enabled, click + VSP Providers to Resources to pull information for VSP doctors and add them as resources for this office.
- To add your company logo to your office information.
- Click + Logo, and select an image file of your company logo.
- To crop the image, click and drag your cursor inside the uploaded logo, and click Save Crop.
You can change the Company/Office logo by clicking the trash can icon to remove the existing logo.
The logo will appear on all printed materials.
Company logos must adhere to the following specifications:
Max Width: 140 pixels
Max Height: 140 pixels
Max Size: 128K
Image Type: .PNG, .JPG, .GIF, .TIF, or .BMP - Click Save.
Setting Up Office Tax Information
- From the office, click Office Information. See Navigating Administration for information on how to get to Office: Setup.
- Record the Tax ID.
- Click the Review link to set up tax rates. For more information, see Setting Up the Multi-Tier Sales Tax Calculator.
- If your office is going to charge taxes to patients on copay amounts, select Charge Tax on Copay.
- If your state requires that amounts reimbursed from insurance be taxed, select Charge Tax on Receivable.
- If you want your patient invoices show the tax broken out by tax authority, select Display Detailed Tax on Patient Receipt. For more information, see Setting Up Company Tax Authorities.
- Click Save.
Setting Up Password Expiration
- From the office, click Office Information. See Navigating Administration for information on how to get to Office: Setup.
- Select a Password Expiration.When a user’s password expires, he/she must enter a new password that is different from his/her previous 5 passwords.
- Click Save.