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Let's gather some basic information about the number of users and the features that will help you the most.

Number of users?
Full time providers

Select the number of therapists who will be providing 25 or more visits (aka patient encounters) per month.

The number of Full time providers + Part time providers will equal your total number of user accounts.

Remember that each user accessing the system will need their own user account. You can always change this at a later time.

Part time/non-providers

Select the number of back office staff plus the number of therapists who provide less than 25 visits (aka patient encounters) per month.

The number of Full time providers + Part time providers will equal your total number of user accounts.

Remember that each user accessing the system will need their own user account. You can always change this at a later time.

Number of locations?

You may need an additional location if you have multiple offices for which you want to keep scheduling and billing separate or if you bill with more than one Tax ID.

Typically this is set to only one. You can always add locations later.

Submit claims electronically?

ClinicSource supports transmitting claim files to multiple clearinghouses such as Office Ally and Availity.

If you have signed up with one of these clearinghouses and would like to submit claims to them from within ClinicSource, select this option.

If you are not sure, you can add it later.

Yes    No

Receive Remittances and post payments electronically?

ClinicSource supports transmitting claim files and receiving ERA (electronic remittance advice) files to and from multiple clearinghouses such as Office Ally and Availity.

If you have signed up with one of these clearinghouses and would like to submit claims and receive ERA’s with them from within ClinicSource, select this option.

If you are not sure, you can add it later.

Yes    No

*Don't worry. There is no fee for canceling within the first 30 days. Canceling after 30 days and within 12 months thereafter incurs a $250.00 cancellation fee.

If you encounter any issues with the automatic signup, please click here for assistance.

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