Accessing the Organization (Practice) Services
1. Open Organization Settings
Go to the upper-right corner of the screen.
Click Settings.
From the dropdown menu, select Organizations.
2. Select and Open the Account
From the Organizations list, click the organization you need to manage.
Make sure the account is assigned the Practice role and has the correct access permissions.
3. Organization (Practice) Dashboard
Once inside the organization, the Practice Dashboard displays several tabs that control different aspects of the account.
Services Tab
Click on the Services Tab.
In the services tab, you'll see the Organization Services overview.
The overview shows the service, status, date of effectivity (start and end), date of creation and last update.
Adding an Organization (Practice) Service
Go to upper right and click on the Add Service button.
This will open the form. Complete the following fields and submit using the Add Service button.
Service Type - Select the type from the selection (Eligibility, Prior Authorizations, Claim Status Checks, Claim Submission, Appeal Filing).
Active Status - Use the checkbox to enable the service immediately after creation.
Effective Start Date & Effective End Date - State the date when the service becomes effective and when it expires.
How to manage Organization Services
In the services tab, you can manage the services through the service settings. Just select the service you want to update, ang go to settings.
In the settings, you'll see the options to edit, deactivate, and delete.
Editing a service will allow you to update the Effective Start Date & Effective End Date, and Service's Active Status.
Deactivating the service will change the service status from Active to Inactive.
Deleting the portal will delete the portal entry.