Content
- Introduction
- Side Menu Administration Access
- Organization Billing
- Organization Settings
- Program Settings
- System Settings
Introduction
This article is meant to assist your agency with the extendedReach Side Menu Administration. extendedReach is organized in a manner that allows you to easily access information with the Side Menu providing “Views” of comprehensive agency-wide data for users. The “Views” in the Side Menu are configured through the Administration section of the Side Menu. Only users with administrative access will be able to see these views.
If you have a question not addressed here, please contact support@extendedreach.com.
Side Menu Administration Access
Go to “Administration” where you will find Organization Billing, Organization Settings, Program Settings, and System Settings.
Image: “Side Menu Administration Access”
Organization Billing
These views are associated with the the Enterprise Financials add-on. Please contact sales@extendedreach.com for more information.
Image: “Side Menu Admin: Organization Billing”
Field Name | Description |
Claims: Generate | List of claims that are ready to be generated |
Claims: Ready to Transmit | Generated claims that are ready to be transmitted to the claim clearinghouse |
Claims: Transmitted Batches | List of claim batches that have been transmitted |
Claims: Print | List of claims that can be printed |
Invoices: Generate | List of invoices that are ready to be generated |
Invoices: Print | List of generated invoices that can be printed |
Payments: Undeposited | All payments that have not been deposited |
Payments: Deposited | All payments that have been marked as deposited |
Setup: Funding Organizations | Set up and manage funding organization for all organizations |
Setup: Insurance Providers | Set up and manage insurance providers for all organizations |
Setup: Prepaid Funding | Set up and manage prepaid funding for all organizations |
Organization Settings
Image: “Side Menu Admin: Organization Settings”
Field Name | Description |
Organizations | Select Organizations to access all organizations set up for your agency Click on the organization name to change any organization settings |
Export Data | Export data into custom built extendedReach Excel spreadsheets |
Field Codes | List of all field codes available in extendedReach to auto-populate custom forms, activities, and reports |
Import Data | Import data into extendedReach |
Inboxes | Set up and edit scanner inboxes to email items directly into extendedReach |
Staff Profiles | Create and view all staff profiles |
User IDs | Create, edit permissions, and view all staff User IDs |
Program Settings
Image: “Side Menu Admin: Program Settings”
Field Name | Description |
Programs | Select Programs to access all programs set up for your agency Click on the program name to change any program settings |
Configurator | View all activities, reports and print templates |
Program Activity Types | List of all activity types |
Program Report Types | List of all report types |
Program Print Templates | List of all print templates |
General Activity Types | List of all general activity types |
Transfer Accounts | List of transfer accounts - can be used to bill other departments |
System Settings
Image: “Side Menu Admin: System Settings”
Field Name | Description |
Audit Log | View all staff activity including last login, recently viewed, and recently created |
Codes: CPT | Add, edit, and remove all CPT codes |
Codes: DSM ICD-9 | Add, edit, and remove all DSM ICD-9 codes |
Codes: DSM ICD-10 | Add, edit, and remove all DSM ICD-10 codes |
Codes: Taxonomy | Add, edit, and remove all taxonomy codes |
Email Alerts | Create email notifications for items completed/submitted/changed in the system |
Locks | View and remove editing locks that users have in place |
Medication Info | Add medication information links for specific medications |
Posting: Ready to Post | Items that are ready to be posted to the agency's accounting system (add-on feature) |
Posting: Posted by Batch | Items that have been posted to the agency's accounting system (add-on feature) |
Posting: Posted AR Balances | Posted AR balances to the agency's accounting system (add-on feature) |
Posting: Posted PPD Balances | Posted prepaid balances by account to the agency's accounting system (add-on feature) |
Posting: Do Not Post | Items that are not to be posted to the accounting system (add-on feature) |
States | Lists all of US states and |
System Administration IDs | List of all system administrator Ids |
System Configuration | Make changes to your agency's extendedReach system |
System Counters | Shows what the next case number or invoice number will be |
User Groups | User groups are to be used in conjunction with User Ids. Create and view User Groups to assign staff to |
Zoho Administration | Optional Feature - allows access to Zoho Analytics (Reports). If you are interested in this feature, please contact success@extendedreach.com. |