Clinics     Clinics Video 

Proper Clinic configuration is required before using Quixote.  The Clinic section includes demographic information about the Clinic, appointment specifications, billing information and Clinic Hours of Operation.

Click the Admin Icon

Click the Clinics Button

Click the Add button to Add a New Clinic

Highlight a Clinic and Click the Edit button to Edit a Clinic's information

Highlight a Clinic and Click the Delete button to Delete a Clinic

Enter the Name of the Clinic

Enter the Clinic Address

Enter the Clinic City

Enter the Clinic State

Enter the Clinic  Zip Code

Enter the Clinic Phone Number

Enter the Clinic Fax Number

Enter the Clinic Email address

Check the box by Deposit Slips to include new Payments automatically.  (See ordering Deposit Slips in FAQs)

Enter Sales Tax for your area.  When setting up CPT's you will be able to designate which CPT's to apply sales tax to, if applicable.

If you bill from or if insurance payments are sent to a different location than you treat patients, add the location as a separate clinic.

Click the Billing Info Tab

Show HCFA settings for: Select from the drop down window, the HCFA / CMS form version for this clinic.  Hopefully you are using Version 08/05, as that is the latest version.

Enter the clinic's billing information. 

NOTE:  The red boxes correlate with the HCFA / CMS form.  Click on a red box for additional information.

Click the Schedule Time Interval Tab

Default Time Interval: This is the time increments you would like your clinic schedule to default to.  You may schedule as many patients as you would like per time unit. 

Example:

If you currently schedule patients at 9:00, 9:15, 9:30, etc., the Default Time Interval would be 15.

If you schedule patients at 9:00, 9:10, 9:20, etc., the Default Time Interval would be 10.

Reason of Visits:

The length of each Reason of Visit must be a multiple of the Default Time Interval for this clinic, which was selected above.

Be sure to click the Save button. 

Next Highlight the Clinic and Click the Hours of Operation Tab

Click the Edit Schedule button

Select the day or days to configure the Hours of Operation for the selected clinic.

Click the Edit button

Enter the time the clinic opens (Type of use the drop down arrows)

Enter the time the clinic closes (Type of use the drop down arrows)

If you would like to block out the time the clinic is closed for lunch, click the Add button.  Enter the morning hours in the first to and from time slot, and the afternoon hours in the second time slot.  Repeat this procedure, if applicable.

To remove a previously configured time, highlight and click Remove.

Note: If the clinic hours are the same, i.e. Monday, Wednesday and Friday, select all three days and click on Edit to configure the clinic hours for these days, simultaneously.

Click the Save button.

To Add Exceptions to the Clinic Schedule, click the Other Tab

Click the Add button

Enter a Name (reason) for the exception

If the Clinic is going to be Closed check "Closed"

If the Cllinic is going to be open (these are special hours) check "Open"

Enter the date and time From (when this exception begins)

Enter the date and time To (when this exception ends)

Be sure and click the Save button

Highlight the exception and Click the Edit button to Edit an existing exception to this Clinic's schedule

Highlight the exception and Click the Delete button to Delete an existing exception to this Clinic's schedule

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