Revenue Management Preferences
Revenue Management Preferences
Click Configure and then Preferences to configure the practice preferences.
Medisoft Tab
Security:
Auto Log Off – Enable this option to have Revenue Management program logoff after the number of minutes specified in the "Log Off Minutes" field below.
Log Off Minutes – Specify the number of minutes here to tell Revenue Management when to logoff.
Claims:
Create Billing Notes – Enable this option to have Medisoft create a billing note as a comment in Transaction Entry when the claim is sent out.
Billing Note Code – If the top option is enabled, specify the code here that you would like to use.
Note: These two sets of options are also available inside the Medisoft program, found under the “File” button on the main toolbar and “Program Options” in the drop-down list. Security items can be found on the “HIPAA” tab and Claims items can be found on the “Billing” tab. If these options are already configured in Medisoft, they will be reflected here inside Revenue Management.
Revenue Management Tab
Claim Prefix – Enter a Claim Prefix if needed for billing services. This will put 3 letters in front of the claim number in the claim file.
Show Claim Service Date – This will show the first date of service for each claim in Revenue Management Claims Editor, which is not usually selected because it will dramatically slow the performance of Revenue Management.
Write Log File – Check this box to have Revenue Management create log entries in the Windows Application Event Log. This is not normally checked.
Auto Login from Medisoft – Checking this box will turn on the ability for Revenue Management to automatically log in when launching from Medisoft. With this checked, you will need to enter the username and password in the box below, and you will not be prompted for a login when launching Revenue Management.
Auto Login from Medisoft – User and Password – Enter the username and password to be used to Auto-Login from Medisoft. If no username and password are entered, then the end user will be prompted to enter their user and password when Revenue Management is launched from Medisoft.
Global Settings – If the submitter has submitted claims previously with the current Submitter IDs, then increase the Group and Interchange numbers. Typically, increase it 1000 for each year of use per provider.
Revenue Management Tab – Report Settings Tab
Remit Export Folder – This is used to specify a location to export Electronic Remittance Advice files (835 ERA) to.
Use Common Report Folder – This check box determines whether Revenue Management uses the common Archive, Download and Reports folder or the individual Archive, Download and Reports folder located under the Revenue Management practice database. If a Submitter ID is used by more than 1 practice, this check box must be checked.
Report Import Folders - Alternate locations for Revenue Management to import reports from can be specified by adding the paths in this list. Usually, this is not used.
Revenue Management Tab – Archive Options Tab
Auto Archive – This check box determines whether Revenue Management automatically archives files. Normally, this check box should be checked.
Archive Files over ## months old. – This setting determines how old files must be before Revenue Management will archive the files. Normally, this is set to 12 months. Files archived will be moved into a zipped file in the corresponding archive folder.
Make a new archive every ## months – This setting determines how often Revenue Management makes new archive files. Normally, this is set to 12 months. New archive files will be made according to the setting selected.
Revenue Management Tab – Remit Posting Options Tab
