(Core Settings That Control How the System Behaves)

The System Options area in AllMed PM controls how claims are created, validated, printed, and managed behind the scenes. These settings affect every user, every claim, and every workflow, so they should be reviewed carefully during initial setup.

This section explains what each option does, why it exists, and when you should (or should not) change it.

Rate Fields (Anesthesia Fee Schedules)

Important: This section applies only to Anesthesia billing.

Rate Fields allow you to define up to five rate types that can be used in Anesthesia fee schedules. While you are limited to five rate labels, you can create unlimited individual rates under those labels.

Common examples include:

• Medicare

• Commercial

• Managed Care

• Workers’ Comp

These labels help standardize how anesthesia time units and rates are calculated across payers.

For full details, see the Anesthesia Setup section.

Patient Account Number (PAN)

The Patient Account Number (PAN) prints in Box 26 of the CMS-1500 claim form.

AllMed PM gives you flexibility in how PANs are generated:

• If you are migrating from another system, you can continue using your existing account number format

• Or you can allow AllMed PM to generate account numbers automatically based on the option you select

This ensures continuity for practices transitioning from older software.

Default Area Code

If most of your patients share the same phone area code, you can define it here.

Once set:

• New patient phone numbers automatically default to this area code

• You avoid repetitive data entry

• Data entry errors are reduced

This is a small setting that saves time every day.

Do Not Allow Future Date of Service

This option prevents claims from being entered with a date of service later than the claim entry date.

Purpose:

• Reduces accidental future-dated claims

• Prevents rejections caused by data entry errors

Recommended for most practices.

Do Not Allow Date of Service Older Than ___ Days

This option restricts claim entry for services older than a specified number of days.

Example:

• Set to 10 days to block claims entered more than 10 days after the service date

This is useful for:

• Tight billing controls

• Reducing untimely filing risks

• Practices with strict internal workflows

Adding Fields for Sites

This option enables additional fields related to service locations or sites, depending on your practice setup.

Typically used by:

• Multi-site practices

• Providers working across multiple locations

• Clinics needing expanded tracking beyond basic facilities

Do Not Consolidate Claims When Printing

By default, AllMed PM can consolidate multiple service dates into a single printed claim.

If you check “Don’t Consolidate Claims when Printing”:

• Each service date prints as a separate claim

• Even if entered together during claim creation

This is often required by:

• Certain payers

• Specific billing workflows

• Practices that prefer strict date separation

Why This Section Matters

System Options define how AllMed PM thinks.

Incorrect settings here can:

• Cause claim rejections

• Change printing behavior

• Alter claim validation rules

Correct settings:

• Reduce errors

• Speed up billing

• Make the system behave exactly how your practice operates

Next Steps

• Review each option carefully during initial setup

• Only change settings you fully understand

• When in doubt, document your current configuration before making changes

Future articles will break down individual options, common mistakes, and real-world scenarios in more detail.