Clinic Settings - Part II

Here are video tutorials for setting up Clinic Services, Billing Information, and Fee Schedule. 

Jump to:

• Clinic Services
• Billing Information
• Fee Schedule
  

Clinic Services

Clinic Services is where you'll be able to add any service that your clinic offers for an appointment. 

To get started, click on Add Service. Next, you'll want to fill in the following information:

• Service Name - The name of the service. This will also display on your online booking page.
• Details about your Service - Any details that you would like to add for your patients. This will display on your online booking page.
• You can choose which rooms you would like the service to be offered in. 
• You can choose which practitioners you would like to assign to the service.
• Service is Available - You can choose to activate/inactivate a service by toggling this switch.
• Online Booking - You can choose whether you would like to allow this service to be available for online booking by toggling the switch on or off.

Learn how to set your staging settings with this video

Billing Information

The Billing section is where you can enter your Group level NPI number and Tax ID information. 

If you will be processing insurance claims, you can also choose to add your alternate billing address, so that insurance companies will mail claim related information to that address. You can also add your Office Ally SFTP login.

Fee Schedule

• The Fee Schedule section is where you'll set up how you want to charge your patients within Unified Practice. You can add your CPT codes here, in addition to your own custom codes if necessary. 

• Although tax rates are uncommon in most states, you can add a tax rate if applicable, as well as a modifier (if applicable) for each service.