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General Configuration Settings Setup

General Setup's Configuration Settings Setup contains configuration options that impact both the Accounts/Sub and Billing Modules.

This setup screen allows for a configuration of several options throughout the program, as explained below:

Enable Narrative Appending: When enabled, allows the user to append narratives on the Narrative Tab in Billing by creating two sections. The top section allows for new text. The bottom section contains previously entered text, which cannot be changed without Administrator Privilege.

Enable Address Validations:  When enabled, triggers the Address Validations feature when saving certain Setup records, bills, and accounts.

Edit Subscriber Status: Allows the user to make changes to the Subscriber Status field based off selection:

  • No:  No changes to Subscriber Status field can be made
  • Accounts and Billing: Allows changes to Subscriber Status field in both Accounts and Billing Modules.
  • Billing Only: Allows changes to Subscriber Status field in Billing Module only.

Billing Default Search Field: Allows the user to define the default Search string when searching in the billing module. 

Accounts/Subscription Default Search Field: Allows the user to define the default Search string when searching in the accounts/subscription module. 

Billing Default Search Operator: Allows user to define what default criteria should be used when using the search function in the Billing Module.

Accounts/Subscription Default Search Operator: Allows user to define what default criteria should be used when using the search function in the Accounts/Subscription Module.

Transactions/Batch Transactions Payment Type Defaults: Allows user to define what Payment Type will default for specific transactions and if the Payment Type field will be required. 

  • ACH
  • Cash
  • Check
  • Credit Card
  • EFT
  • Money Order

The Import/AIM ePCR Posting Settings section contains configurable alerts for the import process or posting process from AIM ePCR. These settings are excellent automated tools to help ensure a steady flow of new bills into AIM. These alerts work both with the manual import process and the automated import process or the process of posting AIM ePCRs to AIM Billing.

  • Minimum Number of Bills Alert: Sends an alert email if the number of bills imported or postedin the last 24 hours falls below your specified threshold. This alert does not trigger on weekends (Saturday/Sunday).
  • Days Since Last Import Alert: Sends an alert email if bills have not been imported/posted in the last X days, where X is the value you specify. Recommended value is 3 to ensure weekends do not trigger this alert incidentally.
  • Email Recipients: Enter the email addresses that should receive these alerts. To enter multiple emails, separate them with a semicolon (;).

All alert emails are sent daily at 8 PM EST when trigger conditions are met.

Force Uppercase on AIM Dispatch/ePCR Post: When enabled, all free-text fields are automatically converted to uppercase when a dispatch call or PCR posts from AIM Dispatch/ePCR to AIM Billing. This applies to the same fields affected by the "Force Uppercase" checkbox on the Import Data screen, as well as the following fields on the Other Tab: Vehicle (Unit) Number, Vehicle Dispatch Location (Station), PCR Incident Number, Patient Care Report Number, and alpha characters in the Crew Insurances section.