New Articles

  1. How do I reorder items on my patient's appointment detail view?

    Reordering Items on the Appointment Details View In the EHR app , all your appointment information is viewable in the Appointment Detail View pane underneath your patient's basic information. To customize this area, you may rearrange or ad...
  2. How do I remove items on my patient's appointment detail view?

    In the iPad EHR app , all your appointment information is viewable in the Appointment Detail View pane underneath your patient's basic information. To customize this area, you can rearrange or add/remove fields. T...
  3. How to Search for a Clinical Note

    You may access the Clinical Report Tool to search through your clinical notes, for example, if you want to search for clinical notes that need to be locked. The Clinical Report Tool will allow you to search for clinical notes by: Offic...
  4. Using Multi-Finger Touch for Faster Navigation on the iPad

    Cycle Through the Navigation Bar with Three Finger Swipe In the EHR app , you may rapidly switch between different navigation bar items (Dashboard, EHR, Messages, Tasks, Account) using a three-finger swipe. To execute the three-finger swi...
  5. How do I search for a pharmacy by ZIP Code on the iPad?

    The EHR/EMR app can be used to send patient prescriptions to pharmacies electronically. To begin searching for a pharmacy by ZIP Code, open the pharmacy search on your prescription page. The pharmacy search is located at the bot...
  6. How to Select the State of Accident for Auto Accident Claims

    Auto Accident carriers require the state of the accident to appear in box 10B of the HCFA-1500 claim form. You can enter it into the patient's demographics and it will appear in the correct place on the claim. Here is how: Navigate to Pati...
  7. How to fix a claim when you receive rejection "Phone number of billing office is required".

    If any of your claims are denied/rejected for the reason phone number of billing office is required , following the steps below will correct the issue so you can rebill. First, you want to identify which office the appointment was billed u...
  8. How to change the billing status automatically to Paid in full and Balance due from the billing screen?

    Auto Set Billing Status Enabling Auto Set Billing status will help your office change the billing status automatically when payments post that satisfy or zero out the insurance or patient balance on the account. It will help you to prope...
  9. Appointment Templates: Associating Offices, Exam Rooms, Dates, and Times with Appointment Profiles

    Appointment templates are blocks of time during which a provider usually sees appointments with the same profile. These may have a longer duration than the corresponding profile, in which case they may allow multiple appointments to be booked dur...
  10. How do I add a date range to my appointment templates?

    Appointment Templates are associated with Appointment Profiles to establish an office, exam room, weekday, and duration parameters for the templates you set up on your schedule. Date ranges can be added to your appointment templates to accou...