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 | Instructions | Additional Information | ||
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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:
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3 | In the Exit Options section, do one of the following:
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4 | In the Font Options section, open the Point Size drop down list and select the desired font size for alphanumeric characters in Connect. |
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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. |
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6 | In the Keyboard Options section, do any of the following:
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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. |
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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. |
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32 | Enter the number of pixels to adjust the horizontal alignment of characters, either right (plus) or left (minus) in the Horizontal Offset field. |
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33 | Enter the number of pixels to adjust the vertical alignment of characters, either up (plus) or down (minus) in the Vertical Offset field. |
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34 | Open the Printer drop down list and select the printer for printing paper claims. |
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35 | Open the Tray drop down list and select the printer tray for printing paper claims. |
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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. |
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43 | Enter the number of pixels to adjust the vertical alignment of characters, either up (plus) or down (minus) in the Vertical Offset field. |
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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. |
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51 | Enter the number of pixels to adjust the vertical alignment of characters, either up (plus) or down (minus) in the Vertical Offset field. |
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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. |
Not applicable for this topic |