Version 20.3
Overview
Several Billing Preference options have been relocated in the software (as of OP build 20.3.0) to:
- Allow for consistent preferences from user to user
- Give appropriate access to the correct users
- Align preferences in a way that is logical to the user
The sections below contain the location of several of these preferences before and after the release of OP version 20.3.0
Add/Edit Charges Window
Original Path: Several
| View of Setting Prior to 20.3.0 Click thumbnail to view full-size image | Setting | Location of Setting in 20.3.0 |
|
| Removed
Relocated to Insurance Payer Details: Billing tab > Payers > Select payer > Payer Coding Rules tab
|
Batch Billing Statements (Account/Claim Options)
Original Path: Billing tab > Billing Center button > Statements tab > Bulk Stmts
| View of Setting Prior to 20.3.0 Click thumbnail to view full-size image | Setting | Location of Setting in 20.3.0 |
|
| Relocated to Global Preferences: Admin tab > Global Preferences > Billing tab > Statements tab
|
Batch Billing Statements (Balances to Include)
Original Path: Billing tab > Billing Center button > Statements tab > Bulk Stmts
| View of Setting Prior to 20.3.0 Click thumbnail to view full-size image | Setting | Location of Setting in 20.3.0 |
|
| Relocated to Global Preferences: Admin tab > Global Preferences > Billing tab > Statements tab
|
Batch Billing Statements (Patient Options)
Original Path: Billing tab > Billing Center button > Statements tab > Bulk Stmts
| View of Setting Prior to 20.3.0 Click thumbnail to view full-size image | Setting | Location of Setting in 20.3.0 |
|
| Relocated to Global Preferences: Admin tab > Global Preferences > Billing tab > Statements tab
|
Insurance Payer Details: Basic Information Tab
Original Path: Billing tab > Payers > New or Edit Payer > Basic Information tab
View of Setting Prior to 20.3.0 Click thumbnail to view full-size image | Setting | Location of Setting in 20.3.0 |
 |
| Relocated to Payer Coding Rules: Billing tab > Payers > Select payer > Payer Coding Rules tab
|
System Preferences: Billing Administration
Original Path: Admin tab > Global Preferences > Billing tab > Administration tab
| View of Setting Prior to 20.3.0 Click thumbnail to view full-size image | Setting | Location of Setting in 20.3.0 |
 |
| Relocated to Insurance Payer Details: Billing tab > Payers > Select payer > Payer Coding Rules tab
and Locations:
Relocated to Insurance Payer Details: Billing tab > Payers > Select payer > Payer Coding Rules taband Staff Directory:Practice Management tab > Staff/Providers > Provider Info tab and Locations: Practice Management tab > Practices/Locations > Locations tab
|
System Preferences: Basic
Path: Admin tab > Global Preferences > Basic tab
| View of Setting Prior to 20.3.0 Click thumbnail to view full-size image | Setting | Location of Setting in 20.3.0 |
 |
| Relocated to Insurance Payer Details: Billing tab > Payers > Select payer > Payer Coding Rules tab
and Locations:
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