Setup

The section contains help documentation on how to set up and configure the Insight software. This includes clinical content, company and clinic information, computer configuration, contacts, payers, schedule, and staff set up.

Computer Setup

The computer set up section contains help documentation on software installation, using different operating systems, network configuration, and internet settings.

Company and Clinic Setup

The company and clinic setup section contains help documentation on how to enter basic information about your company and clinics as well as billing information and setting up patient statements.

Staff Setup

The staff setup sections contains help documentation on adding staff members, setting up cosign functionality, NPI settings, security permissions, and taxonomy codes.

Schedule Setup

The schedule setup section contains help documentation on creating and setting up a clinic’s schedule. This includes setting up a therapist’s schedule, changing basic schedule colors, setting appointment types, defining appointment status, selecting dates, and setting up teams.

Referring Physicians and Contacts Setup

The contact setup section contains help documentation on entering referral contact information, as well as setting up additional referral sources.

Payer Setup

The payer setup section contains help documentation on setting up payers, entering and editing fee schedules and expected reimbursement settings, ICD-10 settings, UB-04 settings, CMS 1500 settings, electronic billing, and an introduction to billing rules.

Clinical Content Setup

The clinical content section contains help documentation on managing topics, templates, and clinical report formatting.

Database Management

The database management section contains information about various database management tasks.

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