How do I add a new filing address for a Carrier that is already in my list?
Each Carrier can have an unlimited number of addresses and phone numbers. You can add a new one in the "Carrier Communications" section of the Carrier details screen. Once you have an address in that list, it will show up when in the pick list that comes up in the Insurance Plan screen, as well as in the Policy screen.
1. Open existing Carrier and add new address in the Carrier Communications section. Be sure to click the Save button on the toolbar before proceeding.2. Click the Insurance Plans tab and open the appropriate Plan. Drop the selection list for the Mail To Address and select the new address you just added to the Carrier’s address list. This new address will now be the default for patient insurance policies you create for this plan.
It is also possible to leave the default Insurance Plan Mail To address alone and use the new address you added as an override address for just specific patient Insurance Policies, regardless of the Plan, as long as you have added the address to the Carrier's list first.
From the Patient's main screen, select the Payers tab, then the Insurance Policies tab. Open the policy for which you want the different address. In the Insurance Plan section of the screen, click the Override Mail-To Address field. You can now select your new address in the pick list.
Why are some of my appointments not imported to the Daysheet while others are?
In order for an appointment to be imported, it must be set to an appointment type that is importable. The Appointment Type example below shows a type called “Office Meeting”. Notice that the Import to Daysheet option is not checked. Providers want to create appointments in their schedules for meetings, but these are not billable appointments, so you don’t want to generate a charge entry in the Daysheet, and you don’t want to be forced to select an unnecessary Billing Profile for these appointments. Daysheet import includes only appointment types with the Import to Daysheet option checked. In addition, the Billing Profile field only appears on the Appointment entry form only if you select an appointment type with the Import to Daysheet option checked.
To create or modify your Appointment Type selections, go to SchedulerLookups > Appointment Types in the main Navigation bar.
Why is Scheduler not showing in the Navigation bar or the View > Navigation menu.
If you normally see the Scheduler selection in the Navigation bar and menu, then it is possible that the maximum number of users are currently using that feature. A user with Administrator rights can check the user list by navigating to Admin > Users, and, if necessary, log out an inactive user.
If this issue occurs frequently, you may want to contact SOS to discuss the cost of increasing the user limit for the Scheduler feature.
How do I change which providers appear in the Scheduler views?
Use the Filter Providers button in the top toolbar to select which providers you want to see. Here is a video showing this feature:
How to select providers to appear in the SOS G5 Scheduler views.
Why don’t I see any providers in the scheduler? Why don’t I see all the providers in the scheduler?
First, see if the Provider Filter is the problem (see previous question).
If adjusting the filter does not resolve the issue, or the list of providers shown in the provider filter list does not show the provider you want to see, then it is likely that you have not been granted permission to view the schedules of the provider or providers in question. In either case, you will have to request permission from one of your organization’s security administrators, who will be able to do one of the following:
Add your user ID on the Scheduler tab of each Provider, or
Add each provider on the Scheduler tab of your User configuration. Adjusting these User settings is done from the Admin menu in the Navigation Bar.
Whether the change is made from the Provider’s Scheduler Tab, or the User’s Scheduler tab, the result will be the same. The adjustment should result in the providers appearing in the scheduler for your user login.
Is there a quick way to set an appointment’s status to “Kept”?
Sure. Simply right-click the desired appointment in the grid and select Kept. If you mark an appointment Kept accidentally, you can open up the appointment and reset the Appointment Status to “Active” or whatever status is appropriate.
Is there a way to have more than one provider on an appointment?
There sure is! In the lower left corner of the appointment is a list panel titled Providers. To add another provider (or more) to the appointment, either:
Right-click and select Link, or…
Click the first icon on the Provider List’s tool bar.
Once the tag-list of providers appear, tag one or more by holding the <CTRL> key and clicking to toggle the tag on and off. Once you have tagged the desired provider(s), click OK to add them to the appointment’s list of providers.
How do I block appointments for a period of time?
To indicate a period of time in which appointments should not be created, such as when the office will be closed, or when providers will be on vacation or otherwise unavailable, simply fill that time with an appointment with the Appointment Type set to “Block Appointments”. Changing the Appointment Type to “Block Appointments” will automatically change the Appointment For to “Subject” instead of “Patient” or “Group”.
If the period you want to block extends over multiple days, create a block for the entire first day, then use the Replicate feature to copy that appointment to the desired number of subsequent days. As shown below, set the Number of Appointments to Make to the desired additional days to block, and the Number of Days Between each Appointment to “1”.
There are several Scheduler views available to you in the SOS G5 Scheduler. Several of these should be familiar to you if you have ever used the calendar feature in Microsoft Outlook or Google’s Calendar App, with one important difference: you can view the appointments for multiple providers at the same time. In the sample screen shots just below, the displays show five providers:
Day View
Work Week View
Week View (days across the top and providers down the left side)
Month View (days across the top and providers down the left side)
Agenda View Chronological list of appointments. To limit the providers shown in the list, select desired providers using the Provider Filter before switching to the Agenda view. This view is similar to the Appointments for a Period report, but the report is grouped differently and contains far more detail.
Selected Date Range highlighted in the mini-month calendars. Highlight the dates you want to view in the right side-panel to display that date range in the Appointment grid.
How to Change the View
To change from one appointment view to another, right-click anywhere in the current appointment view, move your mouse to (or click) Change View To, then click the desired view.
SOS G5 offers an optional, full-featured, Appointment Scheduler component. If you have licensed it, you will see it listed in the SOS Navigation Bar, by default located on the left edge or the screen.
Once the payroll has been processed, you cannot undo it. If you notice an error afterwards, however, you can fix any credits that caused a problem and SOS will create correcting entries in the current payroll report.
Let’s say, for example, that a $50 payment from patient Jimmy Johnson is applied to a service rendered by Dr. Smith. The credit entry is saved, the daysheet is posted, and a line indicating a payment for Dr. Smith appears in the pending payroll list. At the end of the payroll period, the payroll is processed and checks are distributed to the providers in accordance with the report.
In reviewing the payroll report, Dr. Jones notices that it does not include a payment from Jimmy Johnson, even though he is sure that one was made. The front office investigates and finds that the $50 payment was applied in error to Dr. Smith’s service rather than to Dr. Jones’ service.
The correction is pretty straightforward:
Open the credit in which Jimmy’s payment was recorded, and located the split at the bottom showing that it was applied to the service by Dr. Smith.
Modify that split, changing the amount paid in the split from $50 to $0 and save it. The credit will now show that $50 now shows as unapplied.
Find the appropriate service by Dr. Jones among the outstanding charges, and apply the now available $50 to it.
Save the credit entry.
After making and saving the change, take a look at the pending payroll list. You will see a line subtracting a payment from Dr. Smith, and another line adding a payment for Dr. Jones. When the payroll is run and checks are generated at the end of the period, Dr. Smith will receive less in his check to make up for the previous over-payment, and Dr. Jones will receive the back pay owed to him.
The bottom line is that you can just go ahead and fix errors in the patient ledgers and SOS will automatically create the appropriate payroll adjustments in the current pending payroll list.
