System Setup Tab

This article will give you a brief description of what each category and subcategory under the System Setup tab means.

Billing

Payment Types - this is where you would go to add any new payment types into the system. These types would be utilized in the post a payment screen.

E-Claim Agents - this section is where you would go in to create your e-claim agent (Telus, HCAI, WSIB, Teleplan, OHIP) or to turn off the Integration when billing a product and forms. 

E-Claim Explanation Codes - this is where you would enter the explanatory codes that are shown on the Teleplan/OHIP remittance files.

Price Lists - this houses the prices associated with your appointments, procedures and products. You would want to go in here whenever you need to change or add the price.

Product Charge Type - this is where you would enter any products you will be selling into the system.

Tax Types - You can enter the tax rate of your province in here. This would then appear in the drop down on the price list. 

PoC Forms

Please click here to be taken to the PoC Form section

Workflow

Task Types - this is where you would add any tasks that you would like the staff at the clinic to perform. 

Task Status Types - this is where you would enter the statuses you would like associated with the task (in progress, on hold, complete...). 

Work Order Status Types - this is where you would enter the statuses you would like associated with the work order (open, closed, dancelled, dispensed...).

Departments - you can add the departments associated with your clinic (administration, physiotherapists, massage therapists...).

The workflow section can be found here and will provide you with more insight as to how you can utilize this at the clinic.

General

Phone Number Types - this is where you would add the label for your phone number types (work, fax, mobile...)

Email Types - this is where you would add the label for your email types (work, personal, secondary...)

Salutations - this is where you would add the salutations that appear in the drop down menu of the patient profile (Mr. Mrs. Ms...)

Labels and Colours - you can add in colours and attach them to specific appointments, availability and treatment plans to make your bookings more efficient. You can click here for a walk through on adding them into InnoCare. 

Organization

Organization Details - this section houses your organization information. In here, you're able to change your Organization name, add your logo and website, enable PencilThat and toggle certain features.

Clinic Locations - this section houses your clinic information in detail. This is where you would want to go if you need to update your demographic information, edit your receipt messages, enable your logo, add your billing ID's and alter your e-confirmations/e-receipts.

Resources - this is where you add any new resources into the system. This section is primarily used for adding in new practitioners, physicians and adjusters. 

Resource Licensing Bodies - this is where you would go to add in licensing bodies to the system. These are then attached to your practitioners resource in the system. This is required for Telus billing. 

User Administration - this is where we create the logins for the practitioners and alter permissions. You would want to come here when you need to create/edit a login or permissions. 

Subscription Selection - this area shows you what your subscription level is, the number of practitioners/locations and your total cost of the software.

Clinical

Appointment Types - this is where you would go to add any new appointment types into the system.

Procedure Measure Codes - this section is where you would add in procedure measure codes. These are important for Telus and HCAI as certain measures are required for certain services.

Procedure Codes - this is where you would go to add procedure codes into the system. The procedure codes house any fee codes associated with Telus, HCAI, WSIB, Teleplan and OHIP. You would then add these to the appointment types that correspond with the code. 

Body Area Codes - this is where you would add in any body area codes. There is typically a number for each part of the body - we usually input that portion as the name and have the description state the body part.

Nature of Injury Codes - this is where you would add in the NOI codes. There is typically a number for a nature of injury code - we usually input that portion as the name and have the description state nature of injury.

Diagnostic Codes - this section is where you would input diagnostic codes. These are used for HCAI and OHIP primarily. 

Discharge Reasons - this is where you would add any discharge reasons for patients who are no longer attending. You can enter the reason into the treatment plan in ICS when you discharge the patient. 

A lot of what is listed in this article can be found in our setup guide - the articles in there are more in depth and can be found here.