The Admin Module
This module helps you set up the essential structure for your organization.
20 articles
Adding Office LocationsAdding office locations in Motivity is simple, and keeps your workspace information organized and accurate.
How to Manage Your Site Checklist in MotivityLearn how to set up, customize, and use the Site Checklist to meet payor's site-specific requirements.
How to Set Up and Manage Access Levels in MotivityYour guide to controlling what users can view, edit, and manage in Motivity.
How to Add and Manage Administrative Users in MotivityOverview of adding and managing administrative users in Motivity.
Understanding and Setting Closure Days in MotivityHow to create and delete Closure Days.
Adding a Credentialing ManagerThis article explains what a Credentialing Manager is and how to add their information if applicable.
Navigating the Admin Module in MotivityThis article provides an overview of each section within the Admin module, including quick descriptions and visuals to help you understand the purpose and functionality of each area.
Managing Roles and Clearance in Motivity PMThis article walks you through what Roles are in Motivity PM, why they matter, and how to add, edit, and organize them so billing, compliance, and provider assignments run smoothly.
Setting Up Your Service Inventory in MotivityThis article walks you through how to review, add, and manage services in your inventory for accurate and consistent setup.
How to Add and Edit Standard RatesThis article explains what Standard Rates are, when to use them, and how to add or edit them in Motivity.
Setting Up Organization DetailsThe Organization Details page is a key part of the Admin module, storing essential information that appears on patient bills and claim forms.
Credentialing CategoriesCredentialing Categories let admins create and manage the inventory of credentials, certificates, and compliance items required for providers.
How to Configure Group Codes in MotivityThis article will give review how to configure a group service code in Motivity so that you can begin creating group appointments in the Scheduler.
Utilizing the Time Tracker for PayrollThis article walks you through how to manage payroll using the Time Tracker tool—from reviewing pending hours to approving and finalizing completed payroll periods.
Access Levels: DefinitionsThis is a list of Access Levels in Motivity and what they mean.
How to Create and Edit DesignationsThis article will describe what Designations are, how to use them, and how to create and edit them.
AIO - Creating Provider or Admin UserThis article provides instructions for creating new user accounts (both clinical and non-clinical users) and managing access across the Practice Management (PM) and Clinical modules.
AIO - Motivity User/Provider Termination or DeactivationThis article outlines the procedure for deactivating or terminating a user to ensure their access is correctly removed from both Motivity Practice Management (PM) and Clinical.
Unified Login Across Practice Management and Clinical ModulesThis table of contents has consolidated quick access links for relevant workflow changes for our all-in-one product users after the unification of logins.
Bulk Transfer of Billed Appointments After an Authorization ChangeThis article reviews how to use Motivity's Bulk Transfer tool when transferring appointments to a new authorization. This applies to both unbilled and billed appointments.