This guide will walk you through the essential steps to configure your organization's settings in Cognix Health. Proper setup ensures smooth operations and compliance with healthcare regulations.
Organization Details
Navigate to Settings > Organization to configure:
Basic Information
- Practice name and contact details
- Tax ID / EIN
- NPI number
- Practice logo and branding
- Time zone settings
Business Associate Agreement (BAA)
- Review the HIPAA-compliant BAA
- E-sign the agreement
- Download a copy for your records
Location Management
Under Settings > Locations, set up your practice locations:
Add New Location
- Physical address
- Contact information
- Operating hours
- Service availability
- Assign providers to locations
Location-specific Settings
- Room/space configuration
- Resource allocation
- Scheduling preferences
Insurance Setup
Access Settings > Insurance to configure:
Payer Enrollment
- Add insurance companies
- Enter payer IDs
- Configure EDI settings
- Set up clearinghouse connections
Claims Configuration
- Default billing settings
- Claim submission rules
- Payment posting preferences
- ERA/EFT enrollment
Verification Settings
- Eligibility check automation
- Coverage verification rules
- Authorization requirements
Service Types Configuration
In Settings > Services, define your practice's services:
Service Categories
- Create service categories
- Set default duration
- Configure billing codes (CPT/HCPCS)
- Set standard rates
Provider Assignment
- Assign services to providers
- Set provider-specific rates
- Configure availability
Goals and Targets
Under Settings > Goals, establish:
Practice Objectives
- Revenue targets
- Patient volume goals
- Quality metrics
- Compliance benchmarks
Provider Goals
- Individual productivity targets
- Quality measures
- Patient satisfaction goals
Documentation Templates
Navigate to Settings > Forms to create:
Primary Session Notes
- Create custom templates
- Add required fields
- Set up auto-population rules
- Configure validation requirements
Secondary Session Notes
- Design supplementary templates
- Add conditional logic
- Set up scoring systems
- Configure data collection fields
Template Builder
Use the dynamic form builder to:
Create Templates
- Primary Session Notes
- Secondary Session Notes (optional)
Field Types Available
- Text input
- Multiple choice
- Checkboxes
- Date/time
- Numeric scales
- File attachments
- Signature fields
- Dynamic calculations
Verification and Testing
Before going live:
Test Configuration
- Verify all settings
- Run test claims
- Check eligibility verification
- Test appointment scheduling
Staff Training
- Train staff on new templates
- Review workflow processes
- Document standard procedures
Next Steps
After completing the setup:
- Invite staff members
- Set up user permissions
- Configure automated workflows
- Schedule staff training
For assistance:
- Contact support at info@cognixhealth.com
- Schedule a setup consultation
- Access video tutorials in our Training Center
Remember to regularly review and update these settings as your practice evolves. Our support team is available to help you optimize your configuration for maximum efficiency.