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Maintenance Module

The Maintenance Module lets you customize the application to your needs. Users can access User Options to change their password and setup printer X,Y offset values for claims. System Administrators or others with the necessary permissions can access Master Files to setup user preferences and default values, maintain values for field drop-down lists throughout the application, define provider, practice, facility, and organization information, and establish user identification, security, and roles.

Notice that the Master Files page is divided into options which control customization at an Organization, Practice, and Facility level.

Managing files in the Organization Master Files category affects items at a global or organizational level. These settings occur across all practices and facilities. 

The Practice Master Files category affects items at a practice level. These settings are specific for the selected practice within the organization and across all facilities within that practice.

The Facility Master Files only affect items for the specified facility.


Several Master File options let you define field values within the application. For example, you can define room types.  Defining room types within the application is optional. However, if you are
going to schedule appointments at the room level, you must establish room type values. 

The Room Type page lists all of the defined field values that appear in the drop-down lists of the Room Type fields in the application. Use this page to add or edit field value descriptions and to indicate whether or not the value is active.

The User page lets you edit or add user information that defines login and access rights. A users ability to access different options within the application is based on the users security level and assigned security roles.

On the List tab you can view and search a list of all of the defined users of the application.

When you edit or add a user, additional tabs appear.

These tabs allow you to enter general user account information, define the users security level, assign user roles, and view a login history and user account audit information.

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Version 4.0 Last Update: 04-19-2004
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