Create Billing Practice / Practice Signatures for PDF exports

In this training manual we will show you how to create a Billing Practice (if you are linked to GoodX for claims submission) and the Practice Signatures linked to any PDF exports from HealthWare.

This can only be created by the Super Admin User:

Go to the heading for Billing Practices in the dark blue panel.

Click on Add Billing Practice

First click on Edit Billing Practice - then add the required details to create the practice

Completed example:

Users can add multiple contact details and decide whether you would like to add to the PDF signature by checking the box for Show On Forms.

The details in the signature will appear in order of how they were added. Each line with contact details needs to be saved individually. Once completed click Save Billing Practice at the end.

Primary of Type means it is the primary of the telephone contact details for example, then you may also have a primary of type for email address.

Primary Contact Method means the overall primary contact type, which can only be one.

You may create multiple Billing Practices

To edit the details for a Billing Practice, the user just needs to double click on the field they would like to change and the cursor will show and allow you to add or adjust the information.

Once the details have been updated the user just click out of the field and the information will update, the message Billing Practice Updated will appear in a green ribbon.

Once the practices have been created, they now need to be linked to a user. Each user may be allowed to use different signatures.

In the dark blue panel, click on the Users heading, search the user you would like to access, click on their name.

Once in the users profile, click on Edit User

A user can have multiple practices signatures linked to their profile, once selected click Update User

The green banner means the update has saved successfully on the users profile.

To remove a practice signature from a users profile, the same steps as above to link but you will unselect the practice you would like to remove.

In the below screenshot Hospital Name has been unselected, then click Update User.

When the user generates a PDF within HealthWare, it will ask the user which signature they would like to use if they have been linked to more than one.

Select the practice then click Generate Report

The selected practice details will then appear on the PDF generated.