Organization Admin Overview

The Organization Admin allows organizations to configure account settings, user profiles, and patient billing settings for users with the Patient Billing module. To access and review the following sections, navigate to the Admin > Organization Admin area of the RCM.

User Permissions

Managing Organization Admins and Organization Admins can access and configure the Organization Admin. For more information on user roles, click here.

Practices

This tab contains all of the Practices within the Organization. Clicking on the Practice name will open the Practice Admin. 

Configuration

The Configuration tab allows you to manage organizational information, accounting settings such as period close, and patient billing settings (if enabled). Click below to learn more about each tab and how to customize it to suit your organizational needs.
 

• The Profile tab displays the Organization's name, website URL, and logo. The logo shown in this section will display on patient statements. Use the workflow to make any changes to this section.

  Workflow

  1. To start, click Edit.
     
  2. Make the desired changes.
     
  3. Then, click Save to complete the process.
     
• A/R Classifications indicate the patient's method of reimbursement for services rendered. For example, patients with commercial insurance who plan to pay out of pocket may be classified as Mixed Insurance/Private Pay. For more information on configuring the A/R Classifications, click here.
  
• The Account Settings tab is not oriented around Patient Billing. However, when the Period Close feature is enabled, it may interfere with posting backdated patient payments. For more information on this section, click here.
  
• The Patient Billing subtab is where most configurations for patient statements are located. This section contains information such as the Pay-To details, default statement due dates, and default statement follow-up days. For more information on configuring this section, click here.
  
• Patient Collection Statuses provide additional details about the patient's current A/R without requiring research. For more information on Patient Collection Statuses and how to configure them, click here.
  

• The Credential Modifiers tab allows organizations to adjust the two-digit modifier associated with the listed Credential Level. To update the two-digit modifier, use the instructions below.

  1. Navigate to the Organization Admin > Configuration > Credential Modifiers section.
  2. Locate the Credential Level name whose modifier you wish to adjust and click Edit Modifier.
     
  3. Enter the desired modifier and click Save to complete the process. Note that a claim line item rule must be in place to ensure the provider modifier is present on the claim.

  Note: If your organization needs to add a custom Credential Level to their list, please reach out to [e-mail]. 

• Adjustments are used to reduce the balance of a patient's billable. Each Adjustment Reason provides additional context as to why a balance is being reduced without applying a patient payment. For more information on configuring and applying adjustments, click here.
• The Statement Template subtab determines which available columns to include on the patient statement. For more information on configuring statement columns, click here.
• When a payment request or payment receipt is sent, an email is sent to patients with the information configured in this section. Click here for more details on configuring emails.
  

Users

This tab allows you to create and manage Organization users and promote Organization users to Managing Organization users. For more information on creating user profiles, click here.

User Audit Records

This tab tracks a user's actions within the RCM. For more information on user audit records, click here.