Here are the global settings under the Visit Entry category and,on the right, a description of what the settings mean.
| # | Description | Setting |
| 1500 | Load Visits from Assessments | True = Imports assessments created from POC into the Visit Entry screen for billable charges
False= Does not allow charges to be created from assessments |
| 1501 | Default Visit Import in Days | Enter the number of days to go back and mark assessments as chargeable |
| 1502 | Load Visits Cut off Date | Enter the date to start marking assessments as chargeable – format is YYYYMMDD |
| 1503 | Hide Social Security Number in Visit Note Start Screen | True = Only the last 4 digits of SS# appears on the note. False = The whole SS# appears on the note. |
| 1520 | Load Visits from Schedules | True = Allow charges to be created from scheduled items into the Visit entry screen for billable charges
False= Do not allow charges to be created from schedules |
| 1521 | Default Schedules Import in Days | Enter the number of days to go back and mark schedules as chargeable |
| 1522 | Load Schedules Cut off Date | Enter the date to start marking schedules as chargeable – format is YYYYMMDD |
| 1560 | Payer Payclass Codes to Exclude from creating assessments | Enter the PayClass for payers that do not need an assessment created to show up under the Visits / Assessments screen. PayClass comes from Codes > Program Related Codes > Payer Codes. Example DEFG2 |
For a full listing of your agency's settings, go to Codes > Program Related Codes > Program Codes. Click Print Global Settings tab at the bottom of the screen.