System Preferences: Clinic Info.

Version 20.3
Path: Admin tab > Global Preferences button > Clinic Info. tab

User Permission: The System Preferences window is only available to users with permission: AA_SystemAdmin_mi.


The Clinic Info. tab of the System Preferences window contains settings for electronic Billing Transmissions, default flag dates for Referrals, and Time Tracking preferences for visit coding.

  • Electronic Billing Transmission (print image only): Select the checkbox for physicians who are registered under multiple corporate names. This will allow individual MD billing. Electronic claims clearinghouses require special batch billing for each corporation.
  • Default Date Settings: Sets the number of days a referral is flagged as due. The number of days set in this field determines the flag date when a referral requisition is created in OP.
  • Time Tracking: (Optional) The selection of a tracking stage will categorize the provider's time into Pre-visit Preparation, Intra-visit Work, and  Post-visit Work. For complete information on Time Tracking, view this article.