Screen Description

Primary system configurations are made through the setting module. 


Sections 

 

Home

Principal functions that must be configured prior to using the system:

  • Basic Functionality
    • Add users and set permissions
    • Add providers
    • Add Practice / Office information
  • Appointments: Select a provider, add office hours, examination rooms, etc. 
  • Electronic Prescribing: Enter and validate each provider's SPI (Surescripts Provider Identifier). This ID is attached to the provider in the Staff & Providers screen in Settings / General / Staff & Providers.
  • Eligibility Checks and Claims Processing: Select the clearinghouse and enter login information to enable billing and eligibility checking functionality.  You can do this here: Billing / Configuration. See How to configure Billing.

 


 


Search

Complete searches for available options in all four(4) categories: Clinical, General, Office and Billing.



 

Clinical

Configure any clinical related area.

 



Screens and primary functionality
 Where is it used?
Clinical Decision Support: Configure alerts for the patient based on diagnosis, order results, procedures or medication
 Alerts are visible when opening the Progress Note screen.
Clinical Task Templates: Configure task templates to attach to a patient.
 Visible by accessing the Clinical Task screen from the Sidebar menu options or by pressing the Clinical Tasks tab on the Workflow screen.
Clinical Template Symptoms: Create template formats to be used when creating clinical chief complaint options.
 When adding new options to the chief complaint clinical evaluation area or on the Clinical Templates option of the Settings / Clinical menu. Users can select a template with pre-established configuration when creating new complaints. 
Clinical Templates: Manage Chief Complaint, HPI, ROS, Past History or Physical Exam options.
 In any of the respective clinical evaluation areas: Chief Complaint, HPI, ROS, Past History or Physical Exam
Development Milestones: Manage Developmental milestones options. Ages and Categories are provided by the CDC.
 On the Development Milestones option of the Sidebar on the Progress Note screen.
Diagnosis: Configure additional options for ICD codes.
 On the Problem List screen of the Clinical Record.
Education Handouts: Configure education handouts. Upload your pdf's or scan your education handouts.

On the Education option of the Sidebar on the Progress Note screen.
Evaluation Form: Create clinical evaluation forms (Questionnaires)
 On the Evaluation Form option of the Sidebar on the Progress Note screen.
Evaluation Types: Create custom clinical evaluation templates.
 On the Custom Evaluation option of the Sidebar on the Progress Note screen.
Facilities: Manage facilities in which you perform procedures.
 On the Procedures option of the Sidebar on the Progress Note screen.
Frequent Codes: Manage your frequently used codes: ICD-9, ICD-10, CPT and UNII (allergy substances). 
 On any standard code selection screen throughout the medical record.
Frequent Medications: Manage your frequently prescribed medication and SIG notes.
 On the medication search screen.
Image Library: Add images to use in the Physical Examination screen.
 On the Physical Examination screen of the medical record when adding images. 
Immunizations: Configure vaccines (as provided by the CDC) and manage vaccine inventory.
 On the Immunizations screen on the medical record. 
Order Sets: Create / Manage order sets that are triggered by specific ICD codes or by manually selecting one from the order sets option on the sidebar menu.
 By double clicking on a diagnosis code (with configured Order Sets) or by manually selecting the Order sets option on the Sidebar of the Progress Note screen.
Order Templates: Create or modify Lab, X-Ray, DME or Procedures order templates.
 By pressing the Order Templates button on the toolbar of the Add Orders screen. 
Orders: Configure orders and order components, configure normal value flags and ranges and map LOINC codes to order codes.
 When manually adding order results Add Order Results on the Orders screen of the medical record.
Physical Examination: Manage physical examination option descriptions.

On the Physical Examination screen of the medical record.
Referral Templates: Create / modify referral templates.
 On the Add Referral screen of the medical record.
Vital Signs: Configure normal range values.
 On Add Vital signs screens.


General

General settings is where the systems administrator or other authorized users configure permissions, users, provider information, security, etc. 




Screens and primary functionality

Where is it used?
Audit Log: Records a log entry for all events documented by users into the Electronic Health Record.
 The Audit Log is only available through the Settings menu. 
General: Configure system security options. 
 General configurations are system wide. The are applicable to all users. 
Groups: Manage user group permissions.
 Applicable system wide to each user group.
Locks: Remove record locks.
Progress Note Audit: Configure progress notes to make available to auditors.
Staff & Providers: Manage clinical users information.
Users: Manage system users.
  
 



Office

Configure office management options / information.



Screens and primary functionality

 Where is it used?
Appointments: Configure office hours, holidays and clinical staff vacation, appointment types, examination rooms, etc.
 On the Appointments screen.
Office Directory: Maintain office staff information and type of user and other contact information (phone, e-mail, etc.).
Office Information: Maintain office information: Name, Address, Phone Numbers, Logo, etc.
 Most system printouts display the information stored here as the document header.
Referring Providers: Search for and maintain the information of providers to which the practice refers patients.
 On the Add Referral screen of the medical record.
Templates: Create and maintain office templates (Consent forms, letter, procedures, etc.)
 Templates can be used in many areas of the application.
Templates Selection Keywords: Create or modify keywords to be used in custom templates.




Billing


 






Screens and primary functionality
Where is it used?
Configuration: Manage billing account credentials (Clearinghouse).
 Eligibility checking or claims transmissions.
Feed Schedules: Manage Fee Schedules.
Insurance Companies: Manage insurance coverage and plans.
 These would be the plans available in the patients demographics record.
Procedures & Cash Rates: Manage custom procedures or special rates.