List of fields on the Billing Staff Screen:
UDF: Click the UDF (User Defined Field) button to add additional information associated with the Billing Staff. This button is displayed on the Billing Staff Master screen only when the Medics checkbox in the property udf.supported.types is checked. It is enabled only when the details of the Billing Staff are saved on the Billing Staff Master screen. The label for this button can be defined in the property udf.type.label. On clicking the UDF button, a popup for User Defined Fields having the Billing Staff's name as the title is invoked.
Title: Select the title of the Billing Staff from the Title dropdown. For example: Dr., Mr., Ms., Mrs. The first value from the dropdown list is the default selection when creating a new Billing Staff record. The titles displayed in this dropdown are populated from the Non-System group type Title in (Settings → Configuration → Group Types → Title (TL)).
First Name: Enter the first name of the new Billing Staff in the First Name field. This is a mandatory field.
Middle Name: Enter the middle name of the new Billing Staff in the Middle Name field.
Last Name: Enter the last name of the new Billing Staff in the Last Name field. This is a mandatory field.
Date of Birth: Select the Date of Birth of the Billing Staff from the Calendar. The user can even enter the Date of Birth manually in MM-DD-YYYY format.
Designation: Select the appropriate Designation of the Billing Staff from the dropdown. The first value from the Designation dropdown is the default selection for a newly added Billing Staff. The Designations are populated from the Non-System group type DS (Settings → Configuration → Group Types → Designation (DS)) as well as from the Designation Master (Go to: Settings → Configuration → Users → Designation Master). Inactive Designations are displayed in gray font color at the bottom of the dropdown list. On selecting an inactive Designation, a message stating Designation is Inactive. is displayed when the record is saved.
Sex: Enter the sex of the person in the Sex field. The first value from the dropdown list is the default selection when creating a new Billing Staff record.
Alternate User: Select the alternate user for the Billing Staff from the Alternate User dropdown. This dropdown list consists of Billing Staff and Providers.
CC Mail to Alternate: If the CC Mail to Alternate User checkbox is checked and the record is stored, then the mail for Progress Notes, CMS, Lab Order, Rad Order, My Notes, Addendum, etc. is sent to the Alternate User that has been selected for the Billing Staff. By default, this checkbox is unchecked when creating a new Billing Staff record.
Active: Uncheck the Active checkbox to make the Billing Staff inactive. If the Billing Staff is inactive, then the search list does not display inactive Billing Staff. By default, this checkbox is checked when creating a new Billing Staff record.
Customer: The Customer button is displayed on the Billing Staff Master screen only for RCM Billers. On clicking the Customer button, the User Customer List popup is invoked wherein the customers that are added on the Customer screen can be associated with the Billing Staff. A check mark is displayed on the Customer button when the client URLs are associated on the User Customer List popup.
Address...: Click the Address... button to invoke the Address for Billing Staff popup. Enter the address of the Billing Staff in this popup and click the OK button to save it.
Signature: The signature is stored in the system as a fax or scanned document. The
Attach icon is disabled while creating a new record. The Attach icon is enabled only after saving the record. On clicking the Attach icon, the Attach popup is displayed. The user can select the file from the local machine and click the Attach button to attach the file. If a user attaches a file that is not supported and clicks the Attach button, then an error message, "Only Specified Extensions Allowed:
png, jpg, jpeg, gif, bmp.", is displayed on the Attach popup. If a file with
a supported extension is attached, then upon clicking the Attach button, a
message stating, "The file is attached and saved.", provided with an OK button is
displayed. On clicking this OK button, the Attach popup closes. The 
View Attachment icon is not available while creating a new record. On saving the record, the View Attachment icon is displayed, which can be either enabled or disabled depending on whether an attachment has been made using the Attach icon. Click the View Attachment icon to invoke the Signature popup to see the image of the attached signature. To close the popup, click the OK button of the same popup.
Action Buttons
Save: Click the Save button to save the record of the Billing Staff.
Reset: Click the Reset button to reset the changes made to the Billing Staff record before the last save.
| See Also: | Billing: Customer |