Configure Patient Settings For Customer

Select Patient > Settings. 

Click the Edit button. 

Click the Copy Settings link to copy the current settings to another customer associated with your account. 

1. If set to Yes, any Meaningful Use fields (race, ethnicity, and language) must be filled out or the patient will be marked as incomplete.

Require Emergency Contact information to be filled out for a patient record to be considered complete?

1. If set to Yes, the Emergency Contact information fields (name, relationship to patient, and phone number) must be filled out or the patient will be marked as incomplete.

Reset the Statements Sent counter when a new claim is set to Balance Due Patient?  

1. If set to Yes, it will reset the patient's "Statements Sent" counter to 0 when a claim is changed from another status to "Balance Due Patient" for the first time. This ensures that all claims will receive the maximum number of statements.

Click Save.