Setting Preferences

Use this task to set preferences for Connect.

The preferences configuration includes information collected on the following tabs:

The steps below are listed in order or how the tabs are presented. The information gathered via these tabs can be populated as needed, and in any order.

Step-By-Step Guide

Step	Instructions	Additional Information
1	General Tab Upon opening the Preferences page, the General tab is displayed by default.
2	In the Search Filters section, do any of the following: To use Contains logic for filtering facilities within the search results, select the Make Facility fields search using "contains" logic (as opposed to "starts with") checkbox. To use Contains logic for filtering diagnosis codes within the search results, select the Make Diagnosis Code fields search using "contains" logic (as opposed to "starts with") checkbox. To use Contains logic for filtering procedure codes within the search results, select the Make Procedure Code fields search using "contains" logic (as opposed to "starts with") checkbox. To require Exact Match logic for filtering persons within search results, select the Make Person search require an exact match checkbox. To limit Referring Provider search results to only those that agree with the selected name input options (above) AND the specialty filter type matches the specialty listed on a provider's profile, select the Make Referring Provider search also match on specialty checkbox.	For all of the Contains search preference options: If left blank, the search logic for the object is "starts with" If checked, the search logic for the object is "contains"
3	In the Exit Options section, do one of the following: To show the confirmation message when exiting the application, select the Show confirmation message when exiting the application checkbox. To hide the confirmation message when exiting the application, de-select the Show confirmation message when exiting the application checkbox.
4	In the Font Options section, open the Point Size drop down list and select the desired font size for alphanumeric characters in Connect.	The larger the number, the larger character will appear (and vice versa). The Point Size selection applies to the Back Office application.
5	In the Status Bar Visible section, select the Back Office checkbox to keep the Status Bar visible on the Back Office window at all times.	By default, this option is selected.
6	In the Keyboard Options section, do any of the following: Select the Numeric keypad [ENTER] acts like [TAB] key checkbox to force the [ENTER] key on the number pad (not the [ENTER] key in the alpha-character keyboard area) to behave as the [TAB] key. Select the Force all typing to Uppercase checkbox to set all typing to uppercase, regardless of whether Caps Lock is enabled.
7	In the Embedded Image Viewer Options section, open the Show embedded image viewer drop down list and select the desired location for the image viewer.	Even if you have selected to embed the Image Viewer, you may also access it by going to File > Launch Image Viewer.
8	Click Apply.
9	Account Tab Click the Account tab from the left pane to select user preferences for accounts.
10	In the Account Tab section, select the Show Guarantor Name in Account Tab checkbox to display the Guarantor Name on the Act: [ID] page title (in addition to the account number),
11	Click Apply.
12	Case Tab Click the Case tab from the left pane to set user preferences for the case.
13	Select the Show alerts for patients under 1 or over 70 years of age checkbox to alert users when a patient is your than a year or older than 70 years old.
14	Click Apply.
15	Charge Batch Tab Click the Charge Batch tab from the left pane to set user preferences for generating the Submission report.
16	To always open the Submission report in a preview window after it is generated, select the Preview Submission checkbox.
17	Click Apply.
18	Collections Tab Click the Collections tab from the left pane to set user preferences for specific Manage > Collections page functions.
19	Open the Default Tab drop down list and select the default tab to view when opening the Manage > Collections page. Options include: Guarantor and Insurance.
20	Click Apply.
21	Home Page Tab Click the Home Page tab from the left pane to set user preferences for the Home Page display upon logging into Connect.
22	Select or deselect the Display checkbox for the Admin, Manage, and Security topics to designate which items to display on the Home Page.
23	Select up to three topics in the Open on Launch column to identify the pages you would like to automatically launch upon logging into Connect.
24	Click Apply.
25	Image Batch Tab Click the Image Batch tab from the left pane to set user preferences for finding charge batches and payment batches from the Image Batches page.
26	In the Image Batch Create section, open the Practice drop down list and select the default practice to assign to a new image batch being created.
27	Open the Batch Type drop down list and select the default charge batch type to assign to a new image batch being created.
28	Open the Facility drop down list and select the default facility type to assign to a new image batch being created.
29	Click Apply.
30	Paper Claim Tab Click the Paper Claim tab from the left pane to set user preferences for printing offset for printing the claim form.
31	In the Printing Offsets section, open the Claim Form drop down list and select the claim form for which the subsequent printing preferences are established.	Select a different claim form from this drop down list to view and set its printing offsets. Each form's printing configuration is set individually.
32	Enter the number of pixels to adjust the horizontal alignment of characters, either right (plus) or left (minus) in the Horizontal Offset field.	Valid values range from –25 to +25.
33	Enter the number of pixels to adjust the vertical alignment of characters, either up (plus) or down (minus) in the Vertical Offset field.	Valid values range from –25 to +25.
34	Open the Printer drop down list and select the printer for printing paper claims.	The Printer and Tray options may be changed temporarily from the Printing Offsets window, which opens from the Print Selected or Print All buttons on the Paper Claims page.
35	Open the Tray drop down list and select the printer tray for printing paper claims.	Repeat the steps in the Printing Offset section for each applicable claim form.
36	Click Apply.
37	Payment Tab Click the Payment tab from the left pane to set user preferences for ERA imports.
38	In the ERA Import section, select the Open Payment Batch after ERA Import checkbox to force Connect Back Office to open the Payment Batch: ID page of the payment batch into which the ERA file is imported.
39	Select the Open Payment after ERA Import checkbox to force Connect Back Office to open the Payment: ID page of the payment batch into which the ERA file is imported.
40	Click Apply.
41	Refund Tab Click the Refund tab from the left pane to set user preferences for printing refund checks and exporting check data.
42	In the Printing Offsets section, enter the number of pixels to adjust the horizontal alignment of characters, either right (plus) or left (minus) in the Horizontal Offset field.	Valid values range from –25 to +25.
43	Enter the number of pixels to adjust the vertical alignment of characters, either up (plus) or down (minus) in the Vertical Offset field.	Valid values range from –25 to +25.
44	In the Export section, enter the path to the data file in the Company File field or click Browse to locate it.
45	Click Apply.
46	Statement Batch Tab Click the Statement Batch tab from the left pane to set user preferences for search criteria and printing offsets.
47	In the Search Criteria section, open the Practice drop down list and select the default practice to search.
48	Open the Created drop down list and select the time frame (from the current date) for the statement batch creation.
49	Select the Launch Search checkbox to open the search window automatically when access the Statement Batch page.
50	In the Printing Offsets section, enter the number of pixels to adjust the horizontal alignment of characters, either right (plus) or left (minus) in the Horizontal Offset field.	Valid values range from –25 to +25.
51	Enter the number of pixels to adjust the vertical alignment of characters, either up (plus) or down (minus) in the Vertical Offset field.	Valid values range from –25 to +25.
52	Open the Printer drop down list and select the printer to use when printing statements.
53	Open the Tray drop down list and select the printer tray to use when printing statements.
54	Click Apply.
55	Click Save to save and close the page.