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Update Accepts Assignment: This utility will globally set the Accept Assignment status for all providers and insurance carrier references in the database.
Update Account Alerts: This utility will change the account alert for accounts with one alert to a different selected alert. This includes the option to globally change all accounts to a specific alert.
Update Account Financial Status: This utility will change the financial status for all accounts with one financial status to a different selected status. You can also choose to set all accounts globally or just accounts with no current status to the selected status. You can also use this alert to delete the selected financial status at the same time.
Update Account Office: This utility will change the account office for all accounts with one office reference to a different selected office. You also have the option to set all accounts globally. You can also set the account provider at the same time.
Update Account Provider: This utility will change the account provider for all accounts with one account provider to a different selected provider. You also have the option to set all accounts globally. You can also set the account office at the same time.
Update Account Statement Status: This utility will set the Monthly Statement Option for all accounts that have one status to the selected status. You also have the option to change all accounts globally or only archived and deleted accounts. You can also use this utility to change the address statements are sent to.
Update Allowed Amounts: This utility will set the allowed amounts for a selected insurance carrier and plan to the fees in the selected fee schedule. You also have the option to change all plan allowed amounts globally.
Update Appointment Status: This utility will update all appointments with one status to another selected status. You can also use this utility to delete the status at the same time. You can also run this utility to change all appointments globally if you choose.
Update Appointment Type: This utility will update all appointments with one appointment type to a different selected type. You can also use this utility to delete the type at the same time. You can also run this utility to change all appointments globally if you choose.
Update Bill as Individual: This utility will set the bill as individual flag for all providers in the database.
Update Carrier Always Pays Provider: The Update Carrier Always Pays Provider utility will set the Carrier Always Pays Provider flag for all selected insurances in the database.
Update Default eClaim Template: The Update Default eClaims Template utility will change the eClaim template for all insurance carriers with one template to the selected template. You also have the option to set all carriers to the selected template.
Update Default Paper Claim Form: The Update Default Paper Claim Form utility will change the paper claim form for all insurance carriers with a particular form to the selected form.
Update Ethnicities: This is an old utility that would run between 4.3 and 4.4 on log in after an update, when MacPractice started to codify the Ethnicity field for Meaningful Use purposes. Update Ethnicities would allow you to re-map any previously set ethnicity to a codified standard ethnicity. This utility is not accessible via the Managers Ability.
Update Fee Schedule: This utility allows you to change settings within a selected fee schedule. You can also change the values for all fee schedules globally. When running this utility you can also enter a range of codes, i.e. 00000 - 10000, and all values in between will be updated. You will need to ensure there is a check next to any value you wish to change, then select the appropriate value using the pop-up menu. Any values that are not checked will not be changed.
Update Finance Charge: This utility will globally enable or disable finance charges on all patient accounts. If you choose to disable all finance charges, the Exempt Finance Charge checkbox will be checked on the patient's Account tab.
Update Follow-ups/Recalls: This utility will change the follow-up/recall type for all patients with one type to a new selected type. You also have the option to update the frequency of the follow-up/recall, however if this is not checked the frequency will be untouched. You can also choose to delete the follow-up/recall at the same time.
Update Incident Name: This utility will charge the name of all incidents with one incident name to a different selected name. You also have the option to change all incidents globally.
Update Incident Type: This utility will change the type of all incidents with one incident type to a different selected type. You also have the option to change all incidents globally.
Update Insurance Company Fee Schedule: This utility will change the fee schedule for any insurance carrier with one fee schedule to a different selected fee schedule. You also have the option to change all carriers globally.
Update Insurance Plan Type: This utility will change the plan type for all insurance carriers and/or plans with one plan type to a different selected plan type.
Update One Referrer: This utility will change the referral for all patients with one referral to a different selected referral. Any transactions will also be associated to the new referral. You also have the option to delete the referral at the same time.
Update Patient Alerts: This utility will update all patients with one patient alert to a different selected alert.
Update Patient Fee Schedule: This utility will change the fee schedule for all patients with one fee schedule to a different selected fee schedule. You also have the option to update all patients globally.
Update Patient Fee Schedule by Provider: This utility will change the fee schedule for all patients with a selected provider to the selected fee schedule.
Update Patient HIPAA Release: This utility will globally set the HIPAA release for all patients in the database. The HIPAA release is typically set on the patient's Insurance tab and is only used for eClaims.
Update Patient Hygienist: This utility will change the preferred hygienist for all patients with one hygienist to a different selected hygienist. You also have the option to update all patients globally.
Update Patient Insurance: This utility will change the carrier and plan for all patients with one carrier and plan to a different carrier and plan. You also have the option to set the end date of the old insurance, and the start date for the new insurance for the patient; this is recommended to avoid having duplicated coverages.
Update Patient Language: This utility will change the default language for all patients that have the first selected language to the second selected language.
Update Patient Office: This utility will change the patients office for all patients with one office to a different selected office. You also have the option to change the patient's provider.
Update Patient Provider: This utility will change the patient provider for all patients with one provider to a different selected provider. You also have the option to change the patient's office.
Update Plan Participation: This utility will set the participation status for all plans in the selected insurance company for the selected providers. You also have the option to change all insurance carriers globally.
Update Pre-Existing Charting Dates
Update Procedure Category: This utility will update all transactions and fees with one procedure category to a different selected category.
Update Procedure Type: This utility will change all transactions and fees with one procedure type to a different selected type. You can also delete the procedure type at the same time.
Update Procedure Type by Code: This utility will set the procedure type of all fees in the selected fee schedule between the entered code range.
Update Release Of Info: This utility will globally set the Release Of Info checkbox for all guarantors in the database.
Update Signature On File: This utility will globally set the Signature on File checkbox for all guarantors in the database.
Update SSN Format: This utility will insert dashes into the SSN (Social Security Number) field for patients, primary and secondary records.
Update VFC Eligibility Status: This utility will change the VFC Eligibility Status for all patients with the selected status, to another status of your choosing. This relates to the VFC Eligibility field located in Patients > Clinical > Immunizations.