Company setup

Company details, logo, billing and CMS-1500 settings, email, fax, QuickBooks and codes.

• Add your logo and PDF watermark

  Upload your company logo for PDFs, invoices, forms and reports, and an optional faint watermark for your PDFs.

• Connect QuickBooks Online

  Send your organizations, invoices and nurse payroll hours to QuickBooks Online so nobody types them in twice.

• Connect your company email (Microsoft 365, Google Workspace or other)

  Send appointment reminders and other automatic emails from your own company address instead of the CaseMgmt address.

• Enter your Tax ID, NPI and taxonomy for CMS-1500 claims

  Save your EIN, NPI, taxonomy code and default place of service once, and they fill in on your CMS-1500 claims and invoices.

• Find your way around Company Settings

  Company Settings is where an Admin sets up your company details, logo, PDF look, billing numbers, email, fax and QuickBooks.

• Keep a list of your pay amounts

  Pay Amounts is a reference list of what you charge for each service, by the hour, by the unit or as a flat fee.

• Keep your other contact lists up to date

  Save adjusters, case managers, paralegals, providers, insurance companies and medications once, then pick them instead of retyping.

• Manage CPT and HCPCS billing codes

  Keep the CPT/HCPCS codes, each with a default rate, that you use on invoices and CMS-1500 claims.

• Manage diagnosis codes (ICD-10)

  Keep the list of ICD-10 diagnosis codes your team picks from on patient files.

• Manage your law firms

  Law Firms is the list your referrals are credited to, so reports can group your work by the firm that sent it.

• Send email from your own address, with your signature

  Connect your own mailbox so the documents and invoices you email from CaseMgmt come from you, with your signature underneath.

• Set the phone numbers and colors on your PDF forms

  Choose the phone numbers printed in your PDF form header and the colors used on your PDF forms and patient-facing forms.

• Set up billing guides for case notes

  Billing guides are the activities nurses pick on a case note, such as Office Time, and each one fills in its invoice description.

• Set up faxing with SRFax

  Connect your SRFax account so you can fax CMS-1500 forms, invoices and other documents from CaseMgmt.

• Set your rates, mileage and payment terms

  Set your default hourly rate, mileage rate and invoice payment terms, and choose which service codes print on your CMS-1500.

• Update your company information

  Your company name, address, phone, fax, email and website appear on invoices, documents, PDF form headers and the CMS-1500.