Setup Overview

 

Setup is the where you create the foundation for ClinicSource. On these screens you set up all of your insurers, add your facilities and therapists, diagnosis codes and everything else you need to run your practice.


When you select Setup from the menu bar, a drop-down list appears where you can select any of the following options.


    • Insurers - Add insurers to the system.


    • Physicians - Add physicians to the to the system one time.


    • Facilities - All of the offices in the practice. You can set up offices located in different locations, even across state lines

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    • Goal Library - Add standard treatment goals for the different disciplines.



    • CPT Codes - Associate CPT Codes (Current Procedural Terminology) to the disciplines in the the practice.


    • Modalities - Add and associate different treatment modalities to each treatment.


    • Reminders - Create reminders of scheduled events for Practitioner (Therapist) or Patient via (E-mail, SMSor Call) 


    • Templates - Create custom Patient Forms and Evaluation layouts.  Also create custom Evaluation Components such as Assessments and Narratives.


    • Users/Therapists - Add ClinicSource users and therapists profiles as well as setting ClinicSource user permissions.


    • Patient Portal - Define global settings for all patients for actions available in the patient portal.


    • License Management - Allows the addition/subtraction/upgrading and downgrading of licenses in ClinicSource.


 

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