Standard Maintenance Sub-menu

The Standard Maintenance Sub-menu contains programs used to manage files critical to operating INSight. This includes procedures, diagnosis, insurances, remarks, providers, locations, groups, cities, and referrals. The codes created in these maintenance programs are used to make daily work functions easier and may need to be changed frequently. The codes are used during Patient Entry, Charge Entry, and Payment Entry and will also display on inquiries and reports.

Directions:

To open the Standard Maintenance Sub-menu from the Menu Bar, click File Maintenance, and next click Standard Maintenance.
Keyboard shortcut: [ALT] [m] [t]
The table below describes the available options. Click the hyperlink to see detailed instructions on how to perform that operation.

Standard Maintenance Sub-menu Items
Alternate Provider Fees	Web Help is not available.
ATB Category	Allows you to maintain information about the Aged Trial Balance Categories within your practice.
Charge Entry Preferences	Web help is not available.
City/State/Zip	Allows you to build codes for city, state locations commonly used. These codes can be used where ever city, state address information is required. Keyboard shortcut: [ALT] [m] [t] [c]
Country	Maintain Country Codes and descriptions.
Department	Allows you to maintain information about each department within your practice including statical information relating to the department's performance. Keyboard shortcut: [ALT] [m] [t] [a]
Diagnosis	Allows you to maintain information about diagnosis codes and the specifically required format of those codes for each different insurance form type. Keyboard shortcut: [ALT] [m] [t] [d]
Employer/Lawyer	Allows you to maintain demographic information about employers in your area. This information is used during Patient Entry. Keyboard shortcut: [ALT] [m] [t] [e]
Group	Allows you to maintain demographic and billing information for each group in the practice. as well as a running total of services performed and payments received by the group. Keyboard shortcut: [ALT] [m] [t] [g]
Insurance	Allows you to maintain insurance information for billing purposes. Keyboard shortcut: [ALT] [m] [t] [i]
Insurance Addendum	Web help is not available.
Insurance Plan	Web help is not available.
Location	Allows you to maintain information for every office, hospital or other place of treatment from which the practice provides services. Keyboard shortcut: [ALT] [m] [t] [l]
Multiple Procedure Setup	WebHelp is not available.
Place of Service	Allows you to maintain information about codes associated with, but are not, location codes. You should have an updated Place of Service List from each carrier that you bill to.
Procedure	Allows you to maintain default information about the procedures for each of the form types you have set up. Keyboard shortcut: [ALT] [m] [t] [u]
Procedure Addendum	Web help is not available.
Procedure Category	Web help is not available.
Provider	Allows you to maintain demographic and billing information about each of the providers in your practice. Keyboard shortcut: [ALT] [m] [t] [v]
Provider Addendum	Web Help is not available.
Referral	Allows you to maintain demographic information about doctors who referred patients to the provider including all of your Referring Physician codes, which will hold the referring providers UPINs. Referrals are commonly used in Patient Entry. Keyboard shortcut: [ALT] [m] [t] [r]
Referral Force	Web Help is not available.
Referral Type of Service	Web Help is not available.
Relationship	Allows you to maintain codes that describe the relationship between the patient and guarantor. Keyboard shortcut: [ALT] [m] [t] [n]
Remarks	Allows you to maintain messages, appointment recall types, dunning messages, or remarks that can be used on bills. Keyboard shortcut: [ALT] [m] [t] [m]
Transaction Code	Web help is not available.
Type of Service	Allows you to maintain information about the codes that represent the types of services the providers perform. Type of Service Codes are created and then entered on the procedure records. The insurance carriers determine Type of Service Codes.