Organisation Settings

Organisation settings are used in various areas within the application.

Address

The organisation address is used for insurance, billing, referral and prescription generation.

Org

General

The general settings section has settings for:

  • Code System — The coding system used for coding diseases and diagnoses. Available options depend on your location, with the WHO ICD-10 coding option available to all regions.
  • Practice Type — Determines the Consultationly configuration, displaying different options and modules depending on the practice type.
  • Patient Identifiers — Configurable patient identifiers that can be saved on patient records.

Org2

You can see the patient identifiers that have been configured in the Patient Identifiers field in the patient record.

Patient Ids

Insurance Settings

Consultationly allows you to bill insurance companies directly via our insurance clearing house Claim.MD. In order to use this functionality you will need to be based in the United States and have your own Claim.MD account. You can create a Claim.MD account here.

Insurance Settings

Claim.MD API Key

You need a Claim.MD API key in order to integrate your Claim.MD account with Consultationly. This can be generated in your Claim.MD Account Settings. Once generated, the API key is no longer displayed — if you lose it, you can delete and re-generate a new one within Claim.MD.

ClaimMD

Insurance Provider Details

You may set insurance provider details, which are required for insurance claims, at the organisation level, or they can be set at the user level via Profile → Insurance.

  • NPI — National Provider Identifier. Reference: https://npiregistry.cms.hhs.gov/search
  • SSN — Social Security Number, or National Tax ID.
  • Taxonomy Code — Reference: https://taxonomy.nucc.org/