Set Up Organization Codes Within A Covered Entity

To facilitate code setup, set up your organizational codes in the following order:

Set Up Covered Entities

For each Covered Entity, you may set up the codes listed below. After changing the labels to fit the designations in your organization, you must then select the relevant Covered Entity (i.e. the one for which you are setting up the codes):

  1. On the right side of the Home Launch Pad, click the Entity button.

  2. Highlight the relevant Covered Entity and click the Select button.

  • Set Up Division Codes

    1. Click the Divisions button on the left side of the SYSTEM ADMINISTRATION tab.

    2. Click the Add button.

    3. Complete the information on the [Enter Division] window.

    4. Click OK to return to the [Select Division Code] list.

    5. Repeat steps 2 through 4 to add all other divisions.

    6. ClickCloseto return to the Launch Pad SYSTEM ADMINISTRATION tab.

  • Set Up Department Codes

    1. Click the Departments button on the left side of the SYSTEM ADMINISTRATION tab.

    2. Click Add.

    3. Complete the information on the [Enter Department] window.

    4. Click the table icon to the right of the Division field, and, if used, select the Division of which this department is a member.

    5. Add the Department Administrator's information, if desired.

    6. Click OK to return to the [Select Department Code] list.

    7. Repeat steps 2 through 6 for all other Departments.

    8. ClickCloseto return to the SYSTEM ADMINISTRATION tab.

  • Set Up Office Codes

    1. From the Home Launch Pad, click the SYSTEM ADMINISTRATION tab.

    2. Click the Offices button on the lower left side of the tab.

    3. Click the Add button. The following screen will be displayed:

    1. Enter a code in the Office field. Make the code as short as possible.

    2. Enter the Office name in the Description field. This is the name that will print on reports.

    3. If you are using Department codes, click the table icon to the right of the Department field and select the Department to which this Office belongs.

    4. Enter the Office Manager's name, if desired.

    5. Add the telephone, fax and email address for the Office or the Office Manager, as you prefer.

    6. Click OK to return to the list of Offices.

    7. Repeat steps 3 through 9 until all your Offices have been loaded.

    8. ClickOKto return to the Home Launch Pad.

  • Set Up Point of Service (Location) Codes

    1. Click the Point of Service button on the left side of the ADMINISTRATION tab.

    2. Click Add.

    3. Enter a location code and description.

    4. For each of the following fields (Division, Department, Office), click the table icon and select the appropriate item from the respective list.

    5. Click OK to return to the [Select Location] list.

    6. For each Point of Service, repeat steps 2 through 5, then click OKto return to the SYSTEM ADMINISTRATION tab.