Quixote Settings 
Click the Admin Icon 
Click the Quixote Settings Button 
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The Quixote Settings and Defaults window opens
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Click the Edit button, to Edit Quixote Settings and Defaults
A warning "Are you Sure" Appears
Changing these settings will affect everyone that uses Quixote. (These settings are NOT per User.) Be very careful and double check all settings that you change here. Do you still want to Edit these settings. Click OK to continue.
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The Save Settings window opens:
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Select the Primary HCFA Form your practice uses from the drop down window.
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If you selected the CMS-1500 (version 08/05):
New Appointments Tab: (version 08/05) When creating new Appointments:
- Copy Charges from last Appointment: Select this option to copy previous charges from the last appointment to today's visit. (Unchecked requires charges to be posted each visit.)
- Copy SOAP Notes & Treatment Plans from last Appointment: Select this option to copy previous SOAP Notes and Treatment Plans from the last appointment to today's visit. (Unchecked requires SOAP Notes and Treatment Plans to be posted each visit.)
New Cases Tab: (version 08/05) 
When creating new cases: Select option for the default from the drop down
- Billing Provider (Combine Treating Providers on one HCFA)
- Billing Provider (Separate HCFAs by Treating Provider)
- Treating Provider
- Billing Clinic's Group Representative (Separate HCFAs by Treating Provider)
- Billing Clinic's Group Representative (Combine Treating Providers on one HCFA)
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Finance Charges enabled: Select to enable Finance Charges. (Uncheck to disable Finance Charges.)
Note: The following settings are only used if a Case is set to Inherit:
New Payors Tab: (version 08/05) 
When creating new Payors:
Default for Box 17:
- None: Select None to have nothing printed as the default
- Both: Select Both to have nothing printed as the default
- NPI Only: Select NPI Only to have nothing printed as the default
- Other ID Only: Select Other ID Only to have nothing printed as the default
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When creating new Payors:
Default for Box 24I and 24J:
- None: Select None to have nothing printed as the default
- Both: Select Both to have nothing printed as the default
- NPI Only: Select NPI Only to have nothing printed as the default
- Other ID Only: Select Other ID Only to have nothing printed as the default
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When creating new Payors:
Default for Box 25:
- Free Text: Select Free Text allow free text entryas the default
- Billing Provider's Tax ID#: Select Billing Provider's Tax ID# to have the Billing Provider's Tax ID# print as the default
- Billing Provider's SSN: Select Billing Provider's SSN to have Billing Provider's SSN print as the default
- Billing Provider's BWC #: Select Billing Provider's BWC # to have Billing Provider's BWC # print as the default
- Billing Clinic's Federal Tax ID#: Select Billing Clinic's Federal Tax ID# to have Billing Clinic's Federal Tax ID# print as the default
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When creating new Payors:
Default for Box 25 (which Box is checked):
- None: Select None to not mark EIN or SSN as the default
- SSN: Select SSN to mark SSN as the default
- EIN: Select EIN to mark EIN as the default
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When creating new Payors:
Default for Box 32a & 32b:
- None: Select None to have nothing printed as the default
- Both: Select Both to print Both as the default
- NPI Only: Select NPI Only to print NPI Only as the default
- Other ID Only: Select Other ID Only to print Other ID Only as the default
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When creating new Payors:
Default for Box 33a:
- Billing Clinic's NPI: Select Billing Clinic's NPI to have the Billing Clinic's NPI print as the default
- Billing Provider's NPI: Select Billing Provider's NPI to have the Billing Provider's NPI print as the default
- Nothing: Select Nothing to have nothing printed as the default
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When creating new Payors: Default for Box 33b: - Billing Clinic's Other ID: Select Billing Clinic's Other ID to have the Billing Clinic's Other ID print as the default
- Billing Provider's Other ID: Select Billing Provider's Other ID to have the Billing Provider's Other ID print as the default
- Nothing: Select Nothing to have nothing printed as the default
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Click the Save Button 
Return to Admin Return to Reference Guide
If you selected the CMS-1500 (version 12/90):
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New Appointments Tab: CMS-155 (version 12/90) When creating new Appointments:
- Copy Charges from last Appointment: Select
this option to copy previous charges from the last appointment to
today's visit. (Unchecked requires charges to be posted each visit.)
- Copy SOAP Notes & Treatment Plans from last Appointment: Select this option to copy previous SOAP Notes and Treatment Plans from the last appointment to today's visit. (Unchecked requires SOAP Notes and Treatment Plans to be posted each visit.)
New Cases Tab: CMS-155 (version 12/90) When creating new Cases:
Default for all New Cases:
- Print Treating Provider in 31 and Billing Provider in 33: Select Print Treating Provider in 31 and Billing Provider in 33 to have the Treating Provider's information print in Box 31 and Billing Provider's information print in Box 33 as the default
- Print Billing Provider in both 31 and 33: Select Print Billing Provider in both 31 and 33 to have the Billing Provider's information print in both Box 31 and Box 33 as the default
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