To configure your system optimally and assure maximum efficiency, be sure to go through the System Options thoughtfully.
Find and expand Settings in the navigation bar on the left of your screen, as shown above. In the example above, we have expanded Option Category: Billing to reveal several types of settings, and we also have expanded the first of these, Billing defaults when adding a NEW patient. We now see that there are several specific settings listed, along with each setting’s current value.
It might be that our organization normally charges interest, so we can save time by setting the default value to “Yes” instead of the current setting of “No”. To make the change we double-click the Charge Interest option (or highlight the option and press <ENTER>). Here is the option form:
Important: Note that changing the default in the top portion of the screen, has no effect on any dataset-specific settings in the list at the bottom of the screen. Rather, it is the default for any datasets that are NOT listed at the bottom. (If you have imported data from the old version of SOS, you will see a row in the list at the bottom of this screen for each of your datasets, even if it matches the default value.)
On the other hand, you may have two or more datasets and you want to default Charge interest to “No” in your second dataset, number 103. In that case, prior to saving you can specify the exception in the list at the bottom of the form. Click the NEW button in the toolbar at the top of that list panel, or use the <CTRL><N> hotkey. Select the dataset in which you want a different setting, change the setting to the desired value, and save.
The list at the bottom of the System Option now shows that the Charge interest default for dataset 103 will now be “No”, while the default for dataset 101, and any other new datasets, will have the default value, which we set to “Yes” in the upper portion of the screen.
You can review and set any other system options in a similar fashion.