Learn how to update insurance information for a patient in Practice EHR.
Under the insurance tab you can quickly access and update patient insurance information.
- Click on the “New Plan” button to add a new insurance plan.
- Select the “Active” checkbox to notate an active plan or uncheck the box to mark as a deactivated plan. Activated plans will be in blue and deactivated will be in yellow.
- Scroll to the bottom and click the “Get Eligibility” button to check the patient’s eligibility in real time.
Learn about the Practice EHR dashboard.
The dashboard gives you a holistic view of your practice.
- Appointment Status: See which patients have been seen, no shows and cancelled as well as how many have rescheduled.
- Copay Status: See how many copays have been collected on a weekly, monthly and yearly basis.
- Visit Counts Graph: See the total number of patient visits you’ve had throughout the year. To see visits per provider, you can create a report in the reports section.
- Key Performance Trends: See your practice’s financials and a break down of charges and payments.
- Aging by Practice (Date of Service) Graph: See your account receivables that are current, 30, 60 and 120+ days out.
Learn how the today’s appointments bucket works in Practice EHR.
Today’s appointments helps you keep track of your daily appointments and what patients you have for the day.
- View appointment times, along with the patient’s name, reason for appointment, provider, location and their status like scheduled, rescheduled or cancelled, etc.
- See patient details by clicking on the patient’s name and it will bring you to the patient’s chart.
- Once a patient is checked in they will appear in the patient’s in office window.
Learn how the patients in office bucket works in Practice EHR.
The patients in office bucket is a list of patients you currently have in the office that have been checked in. The patients in office bucket includes the following statuses:
- Checked In: Indicates the patient has checked into the practice. After a patient has checked in, the front desk or medical assistant will need to click on “Start Visit” to start the patient visit.
- Ready for Triage: Indicates the front desk or medical assistant has entered the vitals, filled out forms or pre-registration has been completed. This status indicates that the visit has been started by the front desk/medical assistant.
- Ready for Doctor: Indicates that the front desk or MA has completed the vitals and patient history and now the patient is ready for the doctor.
- In Progress: Indicates the provider started the patient visit and it is currently in progress.
- Signed Off: Indicates the provider has seen the patient and signed off the note.
- Check out: Indicates the patient is ready to be checked out. The front desk can check out the patient by clicking on the “Checkout” hyperlink.
Learn about the notes in progress bucket in Practice EHR.
The notes in progress bucket contains any patient notes that have not been signed off.
- Quickly see patient notes that have not been signed off.
- View the visit date, patient name, status, provider and location of notes that are still in progress.
- To open the patient’s chart directly from this bucket, click on the visit date hyperlink or patient name hyperlink.
- Once the note is signed off it will disappear from the notes in progress bucket.
Learn how the not billed encounter bucket works in Practice EHR.
An encounter form is a superbill. Any encounters that have not been billed will show up in the not billed encounters bucket.
- Not billed encounters will show up in this bucket, along with the chief complaint.
- If the encounter is ready to bill, click on the visit date hyperlink, scroll down to the encounter form, select your CPT code and then select “Ready to Bill” from the drop down menu.
- Once “Ready to Bill” has been selected from the drop down menu, it will bill the patient and the encounter will disappear from the not billed encounters bucket.
Learn how to access documents for a patient in Practice EHR.
Under the documents tab you can access all documents that have been saved related to the patient.
- Access saved progress notes, lab results, insurance cards and more.
- Click on the hyperlink to view the item.
- See date of service, number of pages and comments related to the document.
- Click on the “Scan” button to scan in a document or the “Import File” button to upload a file from your computer.
- From the documents tab, you can select a file to delete, fax electronically, export or link to a message.
Learn how to manage patient messages in Practice EHR.
Under the messages tab you can search all patient messages and create clinical or financial alerts for the selected patient.
- You can filter patient messages based on message type or message status.
- A new message can be created by clicking on the “New Message” button which will bring up a new window.
- Selecting the “Patient View” check box will allow for the patient to view the message in their patient portal account if their patient portal account is set up.
- Messages can be created based on different alerts i.e. clinical alert or financial alert.
- In order to resolve messages, click on the patient’s message and a window will pop up where you can review or reply and resolve the alert/message.
Learn how the my messages bucket works in Practice EHR.
The my messages bucket helps your staff communicate and resolve tasks for a specific patient.
- Any messages assigned to you will show up in the my messages bucket.
- You can see the name of the patient the message is referring to, the message, the status, the message type and the date the message was created.
- Click on the message hyperlink to view all details of the message, reply and resolve.
- Messages are attached to the patient and can be viewed at anytime.
Learn how the pending review labs bucket works in Practice EHR.
The pending review labs bucket includes a list of lab results that have not been viewed by the doctor.
- Quickly view a list of patient lab results that have not been viewed by the doctor.
- To view the lab results, click on the test hyperlink of the patient you wish to view.
- After clicking the test hyperlink, test details will be available and the doctor can review and verify the results, as well as send the results to the patient, or send a message to staff with further instructions on how to proceed.
- After the results have been verified, they will disappear from the pending review labs bucket.
