Standard Maintenance Menu

The Standard Maintenance 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 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.

Standard Maintenance Menu Items
Ambulance Location	Note: Help for this topic is not currently available.
Ambulance Personnel	Note: Help for this topic is not currently available.
ATB Category	Allows you to maintain information about the Aged Trial Balance Categories within your practice.
Charge Entry Preferences	Note: Help for this topic is not currently 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 statistical 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 view 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]
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]
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]
Provider	Allows you to maintain demographic and billing information about each of the providers in your practice. Keyboard shortcut: [ALT] [m] [t] [v]
Referral	Allows you to maintain demographic information about doctors who refer 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]
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.
Language	Allows you to maintain the codes and names for languages spoken by patients in your practice.
Ethnicity	Allows you to maintain codes and names for groups of people who have the same culture and traditions.
Race	Allows you to maintain codes and names that describes groups of people in your practice.