Configure "Customer Setup" Settings for Users

The Customer Setup Settings for User contains options that will apply to your user account.

Any open print tabs will need to be closed and re-opened after making changes to the Claim Print Settings. 

  1. Select Customer Setup > Settings.

  2. Click the Edit button. 

  3. Set User level Claim Default Settings by selecting Yes or No to the available claim settings:

    1. Allow setting the Cost on Procedure codes? The cost of goods and services can be tracked by building a custom report.

      1. If set to Yes, a Reporting Section will be added to Procedure Codes allowing the user to add a cost to the code.  

        This will allow customers who offer services with an associated cost and compensate their providers based on the profit from these rendered services, to track the Cost of Goods and Services (COGS) within the application by creating a custom report. For more info on adding a cost to a procedure code, visit our Procedure Codes Field Descriptions Help Article.   

  4. Click  Save.