All On One Set of Tabs

The basic set-up of your practice in AltaPoint Practice management could not be easier. All of the settings you need to enter for your Practice are accessible from one set of tabs. This makes it convenient for you to both set up and access information easily. In fact, ALL of AltaPoint is structured for maximum usability and minimum clicking.

NOTE: Practice setup is one of the most important steps when implementing AltaPoint. If you take some time to think about the setup, then your life will be a lot easier later on. 

<< Return to Practice Management Features

Explore the Practice Information tabs in AltaPoint


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The Options Tab: AltaPoint's Power is Flexibility  

Let's take a look at one of the tabs available under Practice Set-up.



Log off After:
This field is related to HIPAA. You should enter a number in this field between 1 and 999. This will cause any user to be logged out of AltaPoint if their workstation is left idle for the number of minutes specified in the field.

Local area code and Outside line:
If you will be using AltaPoint to dial any direct calls you would enter your area code and any number needed to get an outside line into these two fields.

Select Modem:
This field will display all the modems installed on your local workstation. You would choose from this list which modem you wish to use to dial direct from AltaPoint.

Schedule:
There are two choices in this field:
• Lock records by day
• Lock records by appointment
For single user systems please choose Lock records by day. For Multi user or Client server installations please choose Lock Records by Appointment. If you are using a Multi user or Client Server installation of AltaPoint and choose Lock Records by Day then only ONE person will be able to make appointments on any given day.

Inventory Costing:
There are two choices in this field:
•  Standard Cost
•  Average Cost
If you are going to use the Inventory features of AltaPoint then please consult your CPA about the recommended Inventory costing method to use.

Credit Card Processor, Credit Card Path and Merchant Number:
These fields are only used if you have purchased and installed the AltaPoint Credit Card Processing Module. Please see the Credit card Processing Section for detailed instructions on the use of these fields.

Path for Documents and Document Number:
These two fields are used with the Attach Document feature within each Patient record. We recommend that you establish a folder inside you AltaPoint data folder to hold attached documents this will make backup and restore much simpler. For example Z:\documents in a Multi User setup or C:\alta\documents in a default single user instal.

Auto Number Patients:
Checking this box tells AltaPoint to automatically assign Patient ID's to new Patients entered into the system. AltaPoint will take the first 4 letters of the last name and append a 6 digit code. For example, the first Alan Cunningham would be CUNN000000 the second Cunningham would be CUNN000001. You can manually assign Patient ID's if you leave this box unchecked.

Auto number Addresses:
When this check box is checked AltaPoint will automatically assign CODE numbers for all the addresses in the system. AltaPoint will use the first 4 letters of the name and append a 6 digit code. So the first Blue Cross in the system would be BLUE0000000 the second Blue Cross would be BLUE000001 ect . Leaving this box unchecked allows you to enter your own codes.

Multiple Patient Windows:
Checking this box will allow the user to open multiple Patient windows. So you can view the information for more than 1 Patient at a time.

Multiple Billing Windows:
Checking this box allows the user to bill for multiple Patients at the same time.

Use Enter Key for next field:
Checking this box allows the Enter key to be used as well as the Tab key to move between fields in AltaPoint.

Disable Backup Reminders:
Checking this box will disable the Backup Reminder screen which pops up every time you close AltaPoint.

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