iSalus Healthcare
Table of Contents
Table of Contents
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Release Notes
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Home
Glossary
Implementation
Implementation Overview
Project Kick Off
Database Setup
Kick Off and Check-In Meetings
Super User Training
Workflow and Template Review
All Staff Trainings and Q&A Sessions
NephroChoice Overview
Training Syllabus
Front Office
Ancillary Medical Staff
Surgery Scheduling
Providers
Administration
Billing
Post Go-Live
Using iSalus
Automation and Modernization Strategies
Overview of Automation Strategies
Automation and Modernization Recommendations
Billing
Dashboard
Overview
Overview of Billing Dashboard
Today's Activity
Today's Activity
Revenue Cycle Wheel
Revenue Cycle Wheel - Overview
Revenue Cycle Wheel
Revenue Cycle Wheel - Prepare
Revenue Cycle Wheel - Prepare - Overview
Missing Claims
Missing Data
Ready for Processing
Claim Issues
Revenue Cycle Wheel - Submit
Revenue Cycle Wheel - Submit - Overview
Pending Submissions
Response Submissions
Error Submissions
Revenue Cycle Wheel - Manage
Revenue Cycle Wheel - Manage - Overview
Rejected Claims
Denied Claims
Hold Claims
No Response After 7 Days
Biller Defined Claims
Revenue Cycle Wheel - Post
Revenue Cycle Wheel - Post - Overview
New Deposits
Receipts
Deposit Errors
Posting Errors
Revenue Cycle Wheel - Collect
Revenue Cycle Wheel - Collect - Overview
Aging - Insurance
Aging - Patient
Advanced
Advanced View
Metrics
Metrics View
Key Performance Indicators
Key Performance Indicators
Insurance
Authorizations
Authorizations
Authorizations Report
Claim Query
Claim Query Overview and Screens
Claim Query Overview
Claim Query Screen
Claim Account Query Screen
Claim Details/Edits
Entering a New Claim from the Billing Portal
Copy an Existing Claim
Modifying Multiple Claims
Add a Note to a Claim
Add a Medicare ICN to a Secondary Claim
Add an NDC Number to a Claim
Fixing an Inactive Procedure Validation Error
Procedure Code - Billing Setting
Missing Procedure
Missing Diagnosis
Missing Responsible Party
Missing Primary Insurance
Missing Rendering Provider
Missing Service Location
Missing Signature
NDC Errors
Claim Issues - Global Period
Introduction to Claim Comments
Creating a Claim Comment
Accessing Claim Comments from the Transaction History
Billing Letters
Print a Billing Letter
Working Aged Receivables
Introduction to Claim Comments
Accessing Claim Comments from the Claim Details
Accessing Claim Comments from the Transaction History
Creating a Claim Comment
Claim Submission
Claim Submission History
Changing a CPT Code & Resending a Claim
EDI Extracts for Manual Claim Submission
Transaction History
View Patient Transaction History
Removing Deposit Payments from Transaction History
Reversing Claim/Receipt Payments from Transaction History
Deleting Claim/Receipt Payments from Transaction History
Insurance Profiles
Statements
Statements Overview and Screens
Statement Overview
Ready to Send
Statement Details
Batches
Batch Details
Migrate Statements
Statement Formats (Print/View)
Statement Status
Statement Missing Responsible Parties
Statement Warnings
Responsible Party is a Minor
Responsible Party Held
Patient Failed Validation
Claim Failed Validation
Patient has no-print statement option selected
Missing Responsible Party Address Information
Responsible Party Credits
Unapplied Receipts
Statement Balance is Less than Minimum Balance
Statement Guides
Getting Started with the New Statement Process
Statements Configuration Guide
Automatic Statements Guide
Partially Automatic (Hybrid) Statements Guide
Manual Statements Guide
On Demand Statements Guide
Printing Statements
Downloading Statements
Exporting Statements
Payment Posting
Payment Posting Overview
Payment Posting Customization
General Workflow
ERA Workflow
EOB Workflow
Statement Check Workflow
Posting Interest
Deposits
Deposit Overview and Screens
Deposits Overview
Deposits Screen
Deposit Details Screen
Deposit Claim Details
Statement ePayments
Deposit Guides
Deposits - Poster - Day to Day Process
Deposits - Manager Priorities
Reviewing Posting Details
Accessing Posting Details
Deposit Posting Details
Deposit Claim Posting Details
ERA Amount Reporting
Deposit Reporting Summary
Sending to Deposit Reporting
Viewing Deposit Reporting
Resolving Errors
Deposit Errors
Debit ERA
Duplicate Deposit
Invalid Transaction Heading Code
Missing Check Number
Missing Payment Method
Missing Payment Type
Payer Mismatch
Provider-Level Adjustment Found
Claim Errors
Carrier Payment Mismatch
Claim Not Found
Claim-Level Adjustment Found
Claim Supplemental Amount Found
ERA Missing Procedures
Invalid Recoup
Missing Payer
Missing Payment Information
Patient Import Error
Payer Level Mismatch Error
Procedure Status Conflict
Procedure Level Conflict
Patient Responsibility Inconsistent
Deposit Claim Error - Missing Procedures
Procedure Errors
Deposit Conversion Error
Missing Payment Type
Procedure Code Conflict
Creating a New Deposit
Importing Patient Payments
Add a Claim to a Deposit
Edit Claim Details in a Deposit
Deposit Actions
Link a paper EOB to a Deposit
Finding Deleted Deposits
Posting
Posting Overview and Screens
Posting Overview
Posting Screen
Posting Guides
Resolving Posting Errors
Receipts
Receipt Overview and Screens
Receipts Overview
Receipts Screen
Receipt Details Screen
Receipt Posting Automation Logic
Receipt Guides
Work Error Receipts
Additional Receipt Actions
Import Receipts
Patient Payments
Payment Screen
Credit Card Processing
Run a Patient Credit Card Payment
Run a Payer Credit Card Payment
Open, View and Print Credit Card Receipts
Reverse a Credit Card Payment (Receipts Screen)
Reverse a Credit Card Payment (Quickpay Screen)
Refunds/Credits
Move a Claim Credit between Claims
Apply a Refund to a Claim Credit Balance
Using the Refund Maintenance Tool
Credit Balance Screen
Refunds/Credits Overview
Refunds/Credits Setup
Refunds/Credits Screens
Refunds/Credits - Accessing Credit Balance Screen
Refunds/Credits Workflow
Refunds/Credits Screens Details
Credit Balance Screen Details
Claim Credit Select Screen Details
Claim Refunds Screen Details
Claim Transfers Screen Details
Refunds/Credits Reports
Refund Register Report Screen
Refund Register Report
Refund Register Report: Editing and/or Cancelling a Refund
Batch Payment Posting
Payment Batch Posting Overview
Payment Batches Screen
Payment Batch Details Screen
Payment Plan
Payment Plan Overview and Screens
Payment Plan Overview
Payment Plan Screen
Payment Plan Details Screen
Payment Plan Guides
Creating a New Payment Plan
Payment Plan Actions
Text to Pay
Text to Pay Overview
Text to Pay (Quick Pay Screen)
Text to Pay (Patient Setup Screen)
Text to Pay (Claim Entry Screen)
eDocuments
Initial Setup of Scanning Solution
Open Patient in eDocuments
Navigate the Folders
Import a Document
Send a Document for Review
Move, Copy, Delete and Export a Document
Printing an eDocument
Fax a Document
Add Patient Education
Save as Faxable
Chrome Scanning Screen Definitions
Using the Filter to Create Multiple Files to Upload When Scanning
Chrome Scanning Quick Use Guide
Sharing eDocuments to Patients via MML
EMR
Allergies
Overview of the Allergies Chart Tab
Allergies Chart Tab Features
Add a new Allergy
Telehealth Only Database
Setup Telehealth
User/Provider Connection (Telehealth Only)
Start a Telehealth Visit
Conduct the Telehealth Visit
Complete the Telehealth Visit
Telehealth Visit (Patient Perspective - iOS/Android Required)
CKCC Patient Visibility and Management
Introduction to CKCC Visibility and Patient Management
Enabling CKCC for a Practice
CKCC Case Management Entry Features
Visibility of CKCC Patients
CKCC Practice Defined Dropdown Lists
CKCC Essential Fields Report
Dialysis Rounds
Add a Patient to Dialysis Round Schedule
View a Dialysis Round Schedule
Document a Dialysis Round Visit for Dialysis Billing
Edit a Dialysis Round Visit
Delete a Dialysis Round Visit
Inactivate a Patient from Rounds
Remove a Patient from Dialysis Round Schedule
Chart Dialysis Visit
EMR Schedule
Overview of the EMR Schedule
Using the Office Schedule and Changing Settings
EM Coding
EM Coding Overview
Turn the EM Coding Engine On/Off
Using the EM Coding Engine
Exams
Exams Overview
Create a new Exam
Copy an Exam from a Previous Encounter
How to create a user default for Exams
History
History of Present Illness (HPI)
HPI Overview
Hospital Rounds
Immunizations
Overview of the Immunizations Chart Tab
Immunizations Chart Tab Features
Document an Administered Immunization
Document a Patient Reported Immunization
Document a Refused Immunization
Delete an Immunization
Immunization VFC Eligibility and Funding Source Codes
Lab Results
Manually Enter Lab Results (Summary Timeline)
Manually Enter Lab Results (eDocuments)
Trickle Import Labs and Documents Manually
Enhancements for Consistent Display Across Screens
New
Deleting Lab Results
EMR Timeline Lab Tooltip Display Company Setting
Single Click Result Processing Feature
Letters
Order Entry
Entering Orders
Order Entry Overview
Select an Order Entry Template
Setting the Ordered By Field
Order Entry Tabs - Template
Order Entry Tabs - Patient
Order Entry Tabs - Diagnosis
Order Entry Tabs - Physician
Order Entry Tabs - Search
Place an Order
Summary Item Edit Window
Assignment Window
Orders History
Printing a Requisition from Order Entry - History
Setting the Arrange By in Order Entry - History
Change the Processor for an order via Order Entry - History
Change the Status of an Order via the Order Entry - History
Patient Flags
Introduction to Patient Flags
Patient Flag Role Setup
Patient Flag Setup
Patient Flag Functionality
Reporting and Patient Flags
Auditing Patient Flags
Template Actions and Patient Flags
Patient Setup
Patient Communication
Preferred Pharmacy
Patient Header
Overview of the Patient Header
Patient Header Tooltip User Setting
Prescriptions
Access the Prescriptions Chart Tab
Document a Patient Reported Medication
Pull a Patient Medication History Report
Add Medications from the RxHub Medication History
Print a Patient's Medication List
Send an Electronic Prescription from a Drug Search
Send an Electronic Prescription from Rx Favorites List
Send an Electronic Prescription Using Mobile EPCS
Send an Electronic Prescription Using USB Token EPCS
New Prescription EPCS Rules
Print a Prescription from a Drug Search
Print a Prescription from Rx Favorites List
Cancel Future Prescription Fills
Copy a Prescription
Refill a Medication
Run a PDMP Report
Search for a Drug
Search for a Pharmacy
Stop/Discontinue a Medication
Stop/Discontinue Multiple Medications at Once
View a Patient's Active Medication List
View Medication Fill Status
View Medication Refill History
View Stopped/Discontinued Medications
Prescription Details
How to Override the NADEAN Requirement When Prescribing Buprenorphine for Pain
Electronic Prescriptions SCRIPT 2017071 Release Checklist
Prescription Queue
Overview of Prescription Queue
Prerequisites and Role Setup
Accessing the Prescription Queue
Screen Definitions for Prescription Queue
Screen Definitions for Prescription My Task List
Batch Prescription Functionality
Problem List
Problem List Overview
User Problem List Favorites
Add a New Problem
Remove a Problem
Create an Assessment using the Problem List
View the Problem List History
Recent Patients List
Last Patient Search Feature Overview (Recent Patients list)
EMR Recent Patients List
iScheduler Recent Patients List
eDocuments Recent Patients List
Billing Recent Patients List
Review of Systems (ROS)
Add a new ROS
Edit an Existing ROS
Copy an ROS from a Previous Encounter
SOAP Notes
Add Data Trends to Note
Error Out a Signed Encounter Note
Append a Signed Note
Summary
Clinical Reconciliation
Evaluated Immunization History and Immunization Forecast
Allergies Quick View
Medication Quick View
Problem List Quick View
Timeline
Vitals Clinical Marker
Notes Clinical Marker
Patient AMP
Overview of Patient AMP
Activating or Removing the AMP Panel
Customizing the AMP view
Patient AMP Details
Patient AMP Practice Settings
EMR Summary Vitals Screen
Overview of EMR Summary Vitals Screen
Superbill
Telehealth
Overview of Telehealth
Setup Telehealth
Schedule a Telehealth Visit (Optional)
Initiate the Telehealth Session
Conduct the Telehealth Visit
Complete the Telehealth Visit
Telehealth Visit (Patient Perspective - iOS/Android Required)
Telehealth Billing FAQ
Telehealth Billing Decision Trees
Create a Bluebar in a Superbill for Telehealth
Create a Telehealth Service Location
Create a Telehealth Procedure Code (Fee Grouping)
Create a Telehealth Procedure Code (Custom Code)
Bill a Telehealth Visit from the EMR Superbill
Telehealth Preferred Contact
Toolbar
Patient Name and Demographics Hover
Patient Search
Vitals
Treatment Plan
Treatment Plan Overview
Create a new Treatment Plan
Copy a Treatment Plan from a Previous Encounter
How to create a user default for Treatment Plan
Template Documentation
Document With User Template Defaults
Using the Clear Bluebar Data Button
Quick Picks
About EMR Quick Picks
Accessing Quick Picks
How to Create Quick Picks
How to use Quick Picks
Faxing
Send a Fax
Add a fax to the Fax Queue and Send a Fax Batch
Intelligent Intake
Overview & Features
Features of the Intelligent Intake
Flowchart for Intelligent Intake
Live Training, Questions and Answers - Intelligent Intake
Assign & Initiate
Automatically Assign an Intelligent Intake via Appointment Type
Manual Intake Assignment Locations
Assign an Intake Using the Intake Schedule
Assign an Intake Using the Quick Pay Window
Assign an Intake from iScheduler Using Intake Assignment
Assign an Intake from the EMR Using Intake Assignment
Initiate the Intake on the iPad Using the Intake Schedule or Quick Pay window
Initiate the Intake on the iPad Using the Intake Assignment Window
Manually Send An Intake Link to a Patient via Intake Assignment
Patient Experience
Complete Intake Forms Using a Link (Mobile Device)
Complete Intake Forms at Home (Desktop)
Complete Forms in the Office (Practice iPad)
Complete Intake Forms by Logging Into MyMedicalLocker (Mobile Device)
Intake Form | Patient View - Demographics
Intake Form | Patient View - Responsible Party
Intake Form | Patient View - Emergency Contact
Intake Form | Patient View - Appointment Reminders
Intake Form | Patient View - Photo (Photo ID)
Intake Form | Patient View - Insurance Cards
Intake Form | Patient View - Allergies
Intake Form | Patient View - Medications
Intake Form | Patient View - Templates (History, ROS, HPI, etc.)
Intake Form | Patient View - Letters (Consents, Releases, Signature Forms)
Intake Form | Patient View - Copay Collection
Intake Form | Patient View - Outstanding Balance Collection
Intake Form | Patient View - Preferred Pharmacies
Merge & Review
Merge Practice Management Information from an Intake via Intake Schedule or Quick Pay Window
Merge Practice Management Information from an Intake using the My Task - Patient Portal
Merge the Clinical Information from an Intake Using Reconciliation Window (Allergies & Medications)
Merge the Clinical Information from an Intake (Templates)
View the Completed Signature Forms in iScheduler
View Completed Signature Forms in EMR
iScheduler
iScheduler Overview and Screens
iScheduler Overview
iScheduler Screen
iScheduler Toolbar
Appointment Details Screen
Appointment Hover Tooltip
Patient Tooltip
Appointment Menu Screen
iScheduler Guides
Add a New Patient to the Database
Schedule an Appointment
Confirm an Appointment
Check Patient In
Scan Patient Documents and Cards
Take Photo
Check Patient Out
Using the Blackout Overlay Appointment Status ID
Checking Insurance Eligibility
Patient Cost Estimator
Introduction to Patient Cost Estimator
Patient Cost Estimator Overview
Patient Cost Estimator Overview Video
Patient Cost Estimator Screen
Accessing Patient Cost Estimator
Patient Cost Estimator Insurance Workflow
Patient Cost Estimator Self Pay Workflow
Auto Generate Self-Pay Estimates Workflow
Check In and Check Out Dashboard
Check In-Out Dashboard Summary
Getting Started - Practice & Role Required Settings
Getting Started - A Quick Reference for Users to Get Started
User Settings Written Tutorials
User Settings Video Tutorials
Check In/Out Dashboard Overview Summary
Check In-Out Dashboard Overview Video Detailed
Check In/Out Dashboard Overview Written Detailed
User Setting to Auto Copy Patient ID to Patient Photo
User Setup for Single Monitor Dashboard Viewing
Dashboard Features and Updates
Beta Client Feedback Enhancements Completed
Quick Pay Window
Quick Pay Window Overview
Quick Pay Window Settings
Accessing the Quick Pay Window
Quick Pay Tabs/Sections Overview
My Tasks
Communication
My Tasks Communications
Health Exchange
Save a Health Inforation Exchange result as a Lab Results in the patient chart
Orders
My Tasks - Orders | Overview
Select an Order in the My Task List
Print a Requisition from My Task Orders
Open Patient in the EMR from My Task Orders
Complete an Advanced Search for Orders
Complete Order Fulfillment Details via My Task - Orders
Setting Appointment with Service Facility in Order Appointment Screen
Change the Processor on an order via My Task - Orders
Change the Status of an Order via My Task - Orders
Results
My Tasks Results Overview
Result Queues
Result Lists
Results Work Area
Entering Findings
Superbill
SOAP Notes
eDocuments
Prescription
Overview of My Task Prescriptions
Overview of My Tasks - Prescriptions
Prescription Refill Task List
Overview of My Tasks - Prescriptions - Refills
Configure Refill Queues (Assignment Setup)
Manage the Prescription Refills Task Queues
Link an unsolicited refill request to a patient
Change the owner of a prescription refill request
Respond to a prescription refill request - Approve/Replace/Deny/Reassign
Delete a Prescription Refill Request
Reassign several refill requests at once
Prescription Change Task List
Overview of My Tasks - Prescriptions - Changes
Configure Changes Queue (Assignment Setup)
Manage Prescription Change Task Queue
Link an Unsolicited Change Request to a Patient
Change the Owner of a Prescription Change Request
Respond to a Prescription Change Request - Approve/Replace/Deny/Reassign
Delete a Prescription Change Request
Reassign Several Change Requests at Once
Reminder
Overview of MyTask Reminders
Eligibility
Batch Eligibility Overview
Batch Eligibility - My Task Workflow
Patient Portal
Fax (UpDox)
Overview of My Task - Fax (UpDox)
My Task Fax (UpDox) Inbox
MyTask Fax (UpDox) Sent Items
Quick Use: PDF Splitter for Inbound Faxes
Screen Definitions: Fax Inbox - PDF Split
Case Management
Population Health
Intake
CoverMyMeds Prescription ePA
CoverMyMeds ePA
CoverMyMeds ePA Filtering
Reports
Appointment Report
Appointment Report
Appointment Reminders Report
Audit Reports
Login Audit
Security Audit
Audit Connect Reports
Billing Reports
Aging Analysis
Overview of the Aging Analysis
Accessing the Aging Analysis
Setting Aging Analysis Parameters
Drilling Into the Aging Analysis Report
The Aging Analysis Detail Report
Charge Analysis
Overview of the Charge Analysis
Charge Analysis Video
Accessing the Charge Analysis
Setting Charge Analysis Parameters
Additional Charge Analysis Options
Payment Analysis
Overview of the Payment Analysis
Payment Analysis Video
Accessing the Payment Analysis
Setting Payment Analysis Parameters
Additional Payment Analysis Options
Receipt Analysis
Overview of the Receipt Analysis
Receipt Analysis Video
Accessing the Receipt Analysis
Setting Receipt Analysis Parameters
Using the Receipt Analysis to View Receipt Data
Using the Receipt Analysis to View Missing Tickets
CARC Analysis
Overview of the CARC Analysis
Accessing the CARC Analysis
CARC Analysis Parameters
CARC Analysis Results
CARC Analysis Examples
Practice Summary
Using the Practice Summary to view Financial Data
Accessing the Practice Summary for Financials
Setting Practice Summary Parameters for Financials
Financial Data on the Practice Summary
Using the Practice Summary to view Claim Productivity
Accessing Claim Productivity on the Practice Summary
Setting Claim Productivity Parameters
Using the Claim Productivity Report by User
Using the Claim Productivity Report by Date
Using the Practice Summary to view Payment Listings
Accessing Payment Listings on the Practice Summary
Setting Payment Listing Parameters
Using the Payment Listing by Source and Date
Using the Payment Listing by Poster and Date
Practice Summary Video
Practice Aging
Overview of the Practice Aging report
Accessing the Practice Aging report
Setting the Practice Aging Report Parameters
Understanding the Practice Aging Report Results
Daily Financial Report
Overview of the Daily Financial Report
Accessing the Daily Financial Report
Daily Financial Report - Summary Tab
Daily Financial Report - Advanced Search Tab
Drilling Into the Daily Financial Report
Daily Financial Detail Report
Deposit Reconciliation Report
Overview of the Deposit Reconciliation report
Accessing the Deposit Reconciliation report
Setting Deposit Reconciliation Parameters
Deposit Reconciliation Report fields
Refund Reports
Overview of the Refund Reports
Refund Report
Rejection Analysis
Overview of the Rejection Analysis
Accessing the Rejection Analysis
Rejection Analysis Parameters
Additional Rejection Analysis Options
Payer Mix
Overview of the Payer Mix
Accessing the Payer Mix
Payer Mix Parameters
Payer Mix Results
Bypass Claim
Overview of the Bypass Claim
Accessing the Bypass Claim
Bypass Claim Screen
Monthly Financial Report
Overview of the Monthly Financial Report
Accessing the Monthly Financial Report
Monthly Financial Report - Summary Tab
Monthly Financial Report - Advanced Search Tab
Drilling Into the Monthly Financial Report
Monthly Financial Detail Report (Drill Down)
Choice Analytics
Overview of Choice Analytics
Billing Analytics
Overview of New Billing Analytics
Building a New Report with New Billing Analytics
Connecting an Existing New Analytics Report to a Local Connection File
Adding a Worksheet and PivotTable in Billing Analytics
Adding a Chart to Billing Analytics
Adding a Slicer to Billing Analytics
New Billing Analytics Data Dictionary
New Billing Analytics Drill-through
New Billing Analytics Pivot Examples
New Billing Analytics Dashboard Example
New Billing Analytics Excel Setting: Pivot Table Report Layout
New Billing Analytics Excel Setting: Pivot Table Design
Connecting to New Billing Analytics with Power BI
Scheduler Analytics
Overview of Scheduler Analytics
Accessing Scheduler Analytics
Scheduler Analytics Data Dictionary
Scheduler Analytics Examples
Connecting Scheduler Analytics to Power BI
Connecting an Existing Analytics Report to a New Local Connection File
Denial Analytics
Overview of Denial Analytics
Building a New Report with Denial Analytics
Connecting with an Existing Denial Analytics Report
Adding a Worksheet and PivotTable in Denial Analytics
Denial Analytics Data Dictionary
Denial Analytics Drill-Through
Denial Analytics Dashboard Example
Denial Analytics Pivot Examples
Denial Analytics is Live!
Connect Reports
Data Export
Run the Data Export
Open a Data Export File
InfoDive Data Extract
Demographics Export
Insurance Export
Responsible Parties Export
Appointments Export
Authorizations Export
Emergency Contacts Export
Patient Comments Export
Vitals Export
Allergies Export
Problem List Export
Prescriptions Export
Progress Notes Export
Letters Export
eDocument Metadata
Patient Communications Export
Payer Export
Fee Schedule Export
Claims Export
Claim Procedure Lines Export
Payments Export
Dialysis Reports
New Patient Report
Dialysis Connect Reports
EHI Export
Overview of EHI Export
Purpose of EHI Export
EHI Export Settings
Accessing EHI Export
EHI Export for Single Patient
EHI Export for Practice (All Patients)
All Patient EHI Export Process Information
EHI Export Format Defined
EHI Export References
EMR Reports
Other EMR Reports
Print Management
My Task Counts
Orders Advanced Search
Summary of Care
Summary of Care Overview
Automated CCDA Exports - Single Vendor (TPSReceiver.exe)
Manual CCDA Exports
Export Data Request
Overview of Export Data Request
Export Data Request Settings
Accessing Export Data Request
Utilizing Export Data Request
Merit Based Incentive Programs (MIPS)
CQMsolutions Quality Reporting
Setup CQMsolutions Quality Reporting
Login to CQMsolutions
Create Quality Report
View Quality Report Details
Export Quality Report for Submission
MIPS Dashboard
MIPS Assist Program 2025
Check Your MIPS Participation Status
MIPS 2024 Individual vs. Group Reporting
MIPS 2024 Quality Payment Program Special Statuses
How to Apply for a MIPS 2023 COVID Exception
MIPS 2024 Promoting Interoperability Performance Category
MIPS Quality Performance Category 2024
MIPS 2024 Improvement Activities Performance Category
How to Enable the FHIR API's for MIPS Reporting
Add a Clinician to the MIPS Dashboard 2024
Edit a Clinician on the MIPS Dashboard
Delete a Clinician from the MIPS Dashboard
Mingle Health Quality Data Extract File Contents
Setup Mingle Health/Registry Quality Data Extract Settings
Extract Mingle Health Quality Data
Viewing Clinician Promoting Interoperability Scores
Conduct a Security Risk Analysis
Electronically Prescribe Medications
Query of Prescription Drug Monitoring Program (PDMP)
Provide Electronic Access
Referral Loops - Send Health Information
Referral Loops - Receive & Incorporate Health Information
Public Health and Clinical Data Exchange
ONC 2015 Edition CMS EHR Certification ID
How to Print MIPS Promoting Interoperability Report
Example Patient FHIR API Welcome Email
MIPS Promoting Interoperability FAQ's
Additional MIPS Resources
MU Dashboard
Add a Provider to the Meaningful Use Dashboard
View Provider MU Promoting Interoperability Scores
Delete a Provider from the MU Dashboard
Meaningful Use Quality Reporting
Conduct a Security Risk Analysis
Implement 5 Clinical Decision Support Interventions
Enable Drug-Drug and Drug-Allergy Interaction Checks
Computerized Provider Order Entry (CPOE)
Send Electronic Prescriptions
Send Referral Summary of Care
Receive and Incorporate Electronic Summary of Care Documents
Reconcile Clinical Information
Provide Electronic Access to Health Information
Provide Patient Specific Education
View, Download, Transmit
Send Secure Messages
Public Health and Clinical Data Registry Reporting
Orders Report
Introduction to Orders Report
Adding Permissions for the Orders Report
Opening the Orders Report
Orders Report Quick Search
Orders Report Advanced Search
Orders Report Display Settings
Orders Report Examples
Public Health
Immunization Reporting
Immunization Registry Setup
Immunization Export Report
Evaluated Immunization History and Immunization Forecast
Syndromic Surveillance Reporting
Setup the Syndromic Surveillance Reports
Export Syndromic Surveillance Reports
Reporting Concepts
Business Unit
Overview of Business Units
Business Unit Logic
Business Unit Example
Business Unit Reporting
Deposit Date vs Deposit Post Date
Distinct Count Totals
Balance Calculation Changes
My Task Counts
Soap Notes
FAQs & Troubleshooting
Billing
Common Claim Rejections
Common COB Rejections
How do I fix a rejection for "Other Payer Insurance Type Code"?
How do I fix a rejection for "Line Level Procedure Code is Missing or Invalid"?
How do I fix a rejection for "Claim Level Date is Missing or Invalid"?
How do I fix a rejection for "Claim Frequency Code"?
How do I fix a Smart Edits rejection?
How do I fix a rejection for "National Drug Code must be 11 Bytes"
What do I do if I haven't received an ERA from a payer?
Why don't I see my claim when adding to a deposit batch?
How can I add a custom adjustment to a manual EOB?
What are the default/original CMS-1500 (HCFA) Form Setting Values?
How do I write-off a patient balance on a claim?
How do I switch my statements from RevSpring to Data Media
Can I submit electronic claims to a payer which says "Invalid Payer ID" in Payer Setup?
How do I post a returned (NSF) check to a patient's account?
eProvider Solutions Emergency Access Clearinghouse Connection Option
iScheduler
How do I create recurring appointments?
How do I remove recurring appointments?
Certification and Versions
21st Century Cures Act
ONC Certification ID
View Current Software Version
Clinical / EMR
General
Resolving PDF Printing Issues after Windows 10 Update to build 2004 using Internet Explorer
2021 EM Coding Guidelines - Our Plan
Is OfficeEMR 21 CFR, Part 11 Compliant?
How do I add an alert to a patient's chart?
How do I remove an attachment from a communication?
Gmail / Google Email is not receiving my 2FA Token for logging into OfficeMD.net
Text Content Display Issue in OfficeEMR
Medications
Electronic Prescriptions FAQ
I do not have a .PFX saved on my computer and I am unable to complete the EPCS Mobile Authentication setup in iSalus. How do I get the .PFX file?
Add a pharmacy as a Favorite
RxHub History Request: Eligibility has not been run for patient
Order Entry
How do I know who closed an order?
What changes should I expect in TOLMARsync when integrated with OfficeEMR?
Where can I view Eligard medication orders in TOLMARsync?
What features and functions will I continue performing in TOLMARsync?
How do I remove a result linked to the wrong patient?
How are electronic lab results matched to orders?
Dragon Dictation
Troubleshooting Dragon
Faxing
Intelligent Intake
What happens if I remove an item from my history template that exists on my Intelligent Intake questionnaire?
What happens if I remove an item from my encounter based template that exists on my Intelligent Intake questionnaire?
What happens if a remove a template from Intelligent Intake if that questionnaire has already been assigned to patients?
How do I enable the use of Intake Links for Intelligent Intake?
MyMedicalLocker
Patient is not receiving MyMedicalLocker token when initiating a password reset to email
Reports
How do I pull a list of my codes and/or fees?
Immunization Registry
Why are my vaccines not decrementing from CHIRP?
Summary of Care
Which CCDA Export Option Should I Use?
Telehealth
Medicare Telehealth FAQ's March 17, 2020
What is the difference between Telemedicine, Telehealth, eVists and Virtual Check-In?
Telehealth Billing FAQ
Unable to start a Telehealth Session
Unable to Connect
Logged Out After AnywhereCare Visit Ends
Session Timer Logging Me Out During AnywhereCare Visit
Getting a "Save Place in App" Screen
Why does the user see this message: "The following permissions are required to start a telehealth session..."?
Patient is Receiving Two Separate Text Messages
Technology
What should I do when I can not access OfficeEMR?
What is iSalus Healthcare's policy and plan for Internet Explorer?
How can I keep OfficeEMR more secure?
How do I stop Microsoft Edge browser from overriding Internet Explorer?
How do I run Microsoft Edge in Internet Explorer mode?
How does the Customer Support Details screen work?
How to Contact Support
Setup & Account Administration
Billing Setup
Business Unit Setup
Billing Queue Setup
Procedure Code Setup
Procedure Codes Overview
Procedure Advanced Search
Adding a New Procedure Code
Setting up Fee Groups/Individual Fees
Updating Existing Charge/Fee Amounts
Insert or Update an RVU Value
Add an NDC Number to a Procedure Code
Updating the Sliding Fee Scale
Changing the CPT Group
Procedure Code - Do Not Bill Flag
Diagnosis Code Setup
Diagnosis Overview
Diagnosis Advanced Search
Diagnosis Code Rules
Diagnosis Code Rules Override
Diagnosis Code Group Setup
Payer Setup
Payers Overview
Adding a New Payer
Payer ERA Overrides Screen
Adding a Payer ERA Override
Enable Deposit Auto-Posting by Payer
Billing Workflow Setup
Biller Action Setup
Claim Status Setup
Deposits Setup
Deposits Setup Overview
ERA Adjustment Reasons
ERA Claim Status
ERA Payments
ERA PLB Amounts
Deposit Permissions - Role Setup
Payment Code Setup
Add a Payment Type
Add a Payment Method
Receipts Setup
Receipt Posting Setup
Turn off Auto Receipt Posting
Payment Batch Setup
Payment Batch Setup
Paper Claim Setup
CMS-1500 Form Settings
Provider Billing Setup
Provider Credentialing Setup by Payer
Provider Credentialing Examples
Referred Care Setup
Setup New Referred Care Fiscal Year
Statement Setup
Statement Setup Overview
Automatic Statement Batch Setup
Partially Automatic Statement Batch Setup
Manual Statement Batch Setup
Turning on e-Statements
Alternate Pay To Address by Location/Provider
Statement ePayments AutoPosting Setup
Patient Cost Estimator Setup
Patient Cost Estimator Setup
Text to Pay Setup
Text to Pay Setup
Insurance Profile Setup
Payment Plan Setup
Payment Plan Setup
Company Settings
How to Update Company Settings
Company Setting: Abnormal Results Processor
Company Setting: Automated Reminder Email Consent
Company Setting: Automated Reminder Phone Consent
Company Setting: Automated Reminder Text Consent
Company Setting: Auto Codify Problem List Codes to SNOMED
Company Setting: Auto Create Temporary MML Account
Company Setting: Auto Post ERA Delay
Company Setting: Blackout Appointment Status ID - From
Company Setting: Blackout Appointment Status ID - To
Company Setting: CCD Version
Company Setting: Change Claim Status for Completed Procedures
Company Setting: Co-Pay receipts are applied to copay procedures
Company Setting: Credit Deposit Claim Status
Company Setting: Create Deposit Credit Error
Company Setting: Default Vitals units to English (vs. Metric) in the EMR
Company Setting: Display Co-Pay on Printed Schedule
Company Setting: Display Interaction Alerts on Drug History
Company Setting: Display Interaction Alerts on Drug Search Grids
Company Setting: Display Interaction Alerts on the RxPad
Company Setting: Display Level 1 Drug-Allergy Interaction Alerts
Company Setting: Display Level 1 Drug-Disease Interaction Alerts
Company Setting: Display Level 1 Drug-Drug Interaction Alerts
Company Setting: Display Level 2 Drug-Allergy Interaction Alerts
Company Setting: Display Level 2 Drug-Disease Interaction Alerts
Company Setting: Display Level 2 Drug-Drug Interaction Alerts
Company Setting: Display Level 3 Drug-Disease Interaction Alerts
Company Setting: Display Level 3 Drug-Drug Interaction Alerts
Company Setting: Display Level 9 Drug-Drug Interaction Alerts
Company Setting: Display Outstanding Balance on Printed Schedule
Company Setting: Do not run procedure/diagnosis validation for DoNotBill
Company Setting: EPA Processor
Company Setting: EMR Codified Allergy Required
Company Setting: FHIR CCD Includes Appointment ID
Company Setting: Full Contractual Adjustment Settings
Company Setting: Include Physical Exams
Company Setting: Insurance Profile
Company Setting: Intake Create MML Account
Company Setting: Intake Send Links
Company Setting: iScheduler Primary Appointment Color (Background)
Company Setting: iScheduler Secondary Appointment Color (Right Side Bar)
Company Setting: Lab Result Via Collection Date
Company Setting: Maximum number days password is valid, (0=always)
Company Setting: Minimum password length
Company Setting: Most recently used password count
Company Setting: Normal Results Processor
Company Setting: Open Dialysis Visits Chart Tab when Adding Visit
Company Setting: Patient Roster Admission Date Defaulted
Company Setting: Patient Roster Recurrence Pattern Defaulted
Company Setting: Patient Roster Resource Required
Company Setting: Prescription Settings and Rules - Mobile Phone - Use Wild Card Search
Company Setting: Prescription Settings and Rules - MyMedicalLocker - MyMedicalLocker Prescription Refills
Company Setting: Prescription Settings and Rules - MyMedicalLocker - MyMedicalLocker Prescription Refills Appointment Weeks
Company Setting: Prescription Settings and Rules - MyMedicalLocker - MyMedicalLocker Prescription Refills Local Pharmacies
Company Setting: Prescription Settings and Rules - Prescription Refills - Refill PIN Requirement
Company Setting: Prescription Settings and Rules - Prescription Refills - Change Status when Refilling a Prescription
Company Setting: Prescription Settings and Rules - Prescription Refills - Default prescription assignment user ID
Company Setting: Prescription Settings and Rules - Prescriptions - Send RxCode as part of Electronic Prescription
Company Setting: Prescription Settings and Rules - Prescriptions - Minimum Action Days, 0 = No Action
Company Setting: Prescription Settings and Rules - Prescriptions - Display Prescriber Signature Image
Company Setting: Prescription Settings and Rules - Prescriptions - NADEAN Pain Override Diagnosis Code
Company Setting: Prescription Settings and Rules - Prescriptions - Print RX Using PDF
Company Setting: Prescription Settings and Rules - Prescriptions - Use Company Profile Name
Company Setting: Prescription Settings and Rules - Prescriptions - Use Company Profile Address
Company Setting: Prescription Settings and Rules - Prescriptions - Use Company Profile Phones
Company Setting: Prescription Settings and Rules - Prescriptions - Use Company Profile Email
Company Setting: Prescription Settings and Rules - Prescriptions - PIN Requirement
Company Setting: Prescription Settings and Rules - Prescriptions - Display Pharmacy Product Type
Company Setting: Prescription Settings and Rules - Prescription Refills - Display Days Supply
Company Setting: Prescription Settings and Rules - Prescriptions - Display Tiers
Company Setting: Prescription Settings and Rules - Prescriptions - Use RxHub
Company Setting: Prescription Settings and Rules - Prescriptions - Send Extended Prescription Fields
Company Setting: Prescription Settings and Rules - Prescriptions - Display Secondary Plan Name
Company Setting: Prescription Settings and Rules - Prescriptions - Display Plan Name ID
Company Setting: Prescription Settings and Rules - Prescriptions - Display All Payer Drug Strengths and Forms
Company Setting: Prescription Settings and Rules - Prescriptions - Use Signature Dosage to find Dispense Method
Company Setting: Prescription Settings and Rules - Prescriptions - Check State DAW Messages
Company Setting: Prescription Settings and Rules - Prescriptions - Require Height/Weight for Electronic Prescriptions
Company Setting: Prescription Settings and Rules - Prescriptions - RxFill Indicator
Company Setting: Prescription Settings and Rules - Prescriptions - Check Pharmacy Operating Status
Company Setting: Procedure List for Vitals Timeline Wireframe Summary
Company Setting: Progress Notes (Base) CCDA Type
Company Setting: Progress Notes (Group Note) CCDA Type
Company Setting: Receipt Co-Pay applied to multiple procedures
Company Setting: Removal of payments is done using the reversal process
Company Setting: Reporting Year
Company Setting: Resource View
Company Setting: Run Real-Time Prescription Benefit Check (RxBC)
Company Setting: Run real time prescription benefit check (RxBC)
Company Setting: SBR 05 HMO Payer SysIDs
Company Setting: Skip auto-posting of Co-Pay receipts
Company Setting: Skip Auto-posting of Coinsurance receipts
Company Setting: Skip auto-posting of Deductible receipts
Company Setting: Split A/R into two buckets in cube, 0-15 and 16-30
Company Setting: Unsolicited Results Processor
Company Setting: Wireframe List for Vitals Timeline Wireframe Summary
Company Setting: Webservice Setup Filter: Claim Procedure Codes
Company Setting: Webservice Setup Filter: Document Folder Identifiers
Company Setting: Webservice Setup Filter: Problem List Diagnosis Codes
Company Setting: Override Loop 2320 SBR09
Company Setting: CKCC Appointment Indicator
Company Setting: Default 2FA Setting for Users
Company Setting: Allow auto posting of prepayments for selected receipts
Company Setting: Default alternate to rend. provider when blank
Company Setting: Use Company Profile Practice Address for Return Address
Company Setting: Enable Patient Demographics Sex for Clinical Use
Computer and Equipment Setup
Clear Internet Explorer Cache
Group Policy (GPO) Settings for iSalus
Workstation Configuration
Topaz Signature Pad Installation
EMR Setup
CCDA Setup
ONC's Cures Act Information Blocking CCDA Setup
CCDA Setup
Dialysis Visit Notes Setup
Build Dialysis Visit Note Templates
Assign Dialysis Note templates to the users
Configure Dialysis Modalites
Dialysis Visit Company Settings
Dialysis Visit User Settings
Hospital Round Setup
Location View
Letters Setup
Letter Quick Pick Definitions
Orders Setup
Setup Default Ordered By Setting
Prescriptions Setup
CoverMyMeds eRx Eligibility and Prior Authorization
Overview of CoverMyMeds Integration
Setting up the CoverMyMeds RxBC Integration
Using the CoverMyMeds Real Time Benefit Check (RxBC)
CoverMyMeds Prior Auth August 31, 2023 Portal Sunset
Electronic Prescribing of Controlled Substances (EPCS)
EPCS IdenTrust Mobile Authentication Setup
Overview of IdenTrust Mobile Setup Process
Retrieve your IdenTrust Mobile Certificate
Download and Setup the Mobile application for Approving EPCS requests
Add your IdenTrust Mobile Certificate to your OfficeEMR User Account
EPCS IdenTrust USB Token Authentication Setup
Overview of the IdenTrust (EPCS) Integration
Register for a EPCS Token from IdenTrust
Setup an IdenTrust Token for EPCS
Renewal of an EPCS Token
Chrome USB EPCS Setup
Provider NADEAN Setup
OptimizeRx Prescription Coupons/Discounts
Overview of OptimizeRx Integration
Setting up the OptimizeRx Integration
Sending Coupons to Patient/Pharmacy via OptimizeRx Integration
Prescription Drug Monitoring Program (PDMP) Reports
Request PDMP EMR Integration
Prescription Favorites List
Overview of Prescription Favorites Lists
Create a Prescription Favorites List
Add a Prescription as a Favorite
Edit a Prescription Favorite
Remove a Prescription Favorite
Prescription Rules (Company Settings)
How to Update the Prescription Rules and Settings
Prescription Settings - RxFill Indicator
Prescription Settings - Mobile Phone - Use Wild Card Search
Prescription Settings - MyMedicalLocker - MyMedicalLocker Prescription Refills
Prescription Settings and Rules - MyMedicalLocker - MyMedicalLocker Prescription Refills Appointment Weeks
Prescription Settings and Rules - MyMedicalLocker - MyMedicalLocker Prescription Refills Local Pharmacies
Prescription Settings and Rules - Prescription Refills - Display Days Supply
Prescription Settings and Rules - Prescription Refills - Refill PIN Requirement
Prescription Settings and Rules - Prescription Refills - Default prescription assignment user ID
Prescription Settings and Rules - Prescription Refills - Change Status when Refilling a Prescription
Prescription Settings and Rules - Prescriptions - Send RxCode as part of Electronic Prescription
Prescription Settings and Rules - Prescriptions - Minimum Action Days, 0 = No Action
Prescription Settings and Rules - Prescriptions - Prescriber Signature Line, * to blank
Prescription Settings and Rules - Prescriptions - Display Prescriber Signature Image
Prescription Settings and Rules - Prescriptions - Print RX Using PDF
Prescription Settings and Rules - Prescriptions - Use Company Profile Name
Prescription Settings and Rules - Prescriptions - Use Company Profile Address
Prescription Settings and Rules - Prescriptions - Use Company Profile Phones
Prescription Settings and Rules - Prescriptions - Use Company Profile Email
Prescription Settings and Rules - Prescriptions - PIN Requirement
Prescription Settings and Rules - Prescriptions - Display Tiers
Prescription Settings and Rules - Prescriptions - Display Tiers
Prescription Settings and Rules - Prescriptions - Use RxHub
Prescription Settings and Rules - Prescriptions - Send Extended Prescription Fields
Prescription Settings and Rules - Prescriptions - Display Secondary Plan Name
Prescription Settings and Rules - Prescriptions - Display Plan Name ID
Prescription Settings and Rules - Prescriptions - Use Signature Dosage to find Dispense Method
Prescription Settings and Rules - Prescriptions - Use Signature Dosage to find Dispense Method
Prescription Settings and Rules - Prescriptions - Check State DAW Messages
Prescription Settings and Rules - Prescriptions - Check Pharmacy Operating Status
Prescription Settings and Rules - Prescriptions - Require Height/Weight for Electronic Prescriptions
Prescription Settings and Rules - Prescriptions - RxFill Indicator
Room Assignment Setup
Room Setup
SOAP Note Types Setup
Setup > EMR Setup: Progress Note / SOAP Note Types
Telehealth Setup
AnywhereCare Consent
Template Setup
CCDA Assessment and Treatment Plan Template Setup
User Template Defaults
Template Demographics for EMR Templates (Age, Gender, Diagnosis)
Fax Setup
UpDox Account Setup
UpDox Fax Setup
Intelligent Intake
Sign Up & Implement the Intelligent Intake
Setup Access for Intelligent Intake
Setup New Letters and Templates for Intelligent Intake
Access the Intelligent Intake Form Setup Screen
Create a New Intake Form
Setup a New Intelligent Intake Form
Setup Intelligent Intake Patient Communication Preferences
Assign Intelligent Intake Form to Appointment Types
Inactivate an Intelligent Intake Form
Remove or Add Intelligent Intake Required Field
Remove or Add Intake Field
Live Training, Questions and Answers - Intelligent Intake
Template Demographics for Intake Templates (Age, Gender, Diagnosis, Payer/Financial Class)
Intake Template Filter for Intelligent Intake (Last Completed Date, Specific Date)
Intake Letter Filters for Intelligent Intake (Insurance & Date)
MML (MyMedicalLocker) Setup
Announcements
Patient Setup
Demographic Setup
Patient Rx History Consent
Insurance Setup
Insurance Profile in Patient Setup
Responsible Party
Emergency Contacts
Comments
Default Comments
Patient Comment
Case Management
Add New Case Status
Dialysis
MML Self Schedule
Sliding Fee
Immunization Registry
Patient Extension
Miscellaneous
Referral Tracking
More...
MyMedicalLocker Admin
Overview of MyMedicalLocker Admin
Connect a Patient - Create and Connect
Connect a Patient - Generate a Connection Key
Provider Setup
Providers Overview
Adding a New Provider
Provider Electronic Prescriptions Setup
Provider Electronic Prescriptions Supervisor Setup
Provider NADEAN Setup
Roles
Overview of Roles
Assign a screen to a role
Assign a Role to a User
Add a new role
EMR - General - User Setup - Templates New Tab - Orders
External - MyMedicalLocker - ToDo - Task - Patient Portal Role
Practice - Patient Intake - Setup - Intake Assignment Role
Practice - Patient Intake - Setup - Intake Assignment Schedule Role
Practice - Patient Intake - Setup - Intake Setup Role
Practice - General - User Setup - User Setup (new)
Practice - Patient Intake - ToDo - Task - Intelligent Intake
Practice eDocuments - Processing - PDF Split Role
Practice - General - Security - User Two Factor Authentication
Schedule Setup
Appointment Types
Appointment Statuses
Resources
Resource Templates
Blackout Overlays
iScheduler Day Setup
Batch Eligibility Setup
User Settings
User Setting: Arrangement Order (Arrange By in My Task - Orders)
User Setting: Automated Dialysis Letter Template
User Setting: Automated Fax Auto Send
User Setting: Claim Search Time Period
User Setting: Default Order By
User Setting: Default Time Increment
User Setting: Display Amounts within Superbill
User Setting: Display detailed medication information in Summary
User Setting: Display Today's Allergy History
User Setting: Display Today's Assessment History
User Setting: Display Today's Chart Share History
User Setting: Display Today's Extension History
User Setting: Display Today's Exam History
User Setting: Display Today's Goal History
User Setting: Display Today's History of Present Illness (HPI) History
User Setting: Display Today's Letter History
User Setting: Display Today's Order History
User Setting: Display Today's Patient Education History
User Setting: Display Today's Prescription History
User Setting: Display Today's Problem List History
User Setting: Display Today's Review of System (ROS) History
User Setting: Display Today's SOAP Note History
User Setting: Display Today's Superbill History
User Setting: Display Today's Treatment Plan History
User Setting: Display Today's Vitals History
User Setting: EMR Primary Appointment Color (Background)
User Setting: EMR Secondary Appointment Color (Right Side Bar)
User Setting: EMR Soap Secondary Sign Off Percentage
User Setting: EMR Secondary Sign Off Percentage Start Date
User Setting: Finding Narrative (Abnormal)
User Setting: Finding Narrative (Normal)
User Setting: Hide Order Processor and Status in Result Findings
User Setting: Maximum claims per deposit page
User Setting: Patient Search Maximum Rows
User Setting: Problem List Favorite Search Days
User Setting: Problem List Favorite Search Type
User Setting: Problem List Favorites Search Max Rows
User Setting: Problem List Summary View
User Setting: Procedure List for Vitals Timeline Wireframe Summary
User Setting: Prompt for Dialysis Visit delivery mechanism
User Setting: Run Real Time Prescription Benefit Check (RxBC)
User Setting: Search List Type
User Setting: Timezone Zip Code
User Setting: User Reported Rx - My Favorites Default Search Settings
User Setting: User Reported Rx - Default Reported Favorites List
User Setting: User Rx History - Default Status
User Setting: User Rx Pad - Alert Text
User Setting: User Rx Pad - Default Dispense as Written to Yes
User Setting: User Rx Pad - Default RxPad Favorites List
User Setting: User Rx Pad - My Favorites Default Search Settings
User Setting: User Rx Pad - My Therapeutic Classes Default Search Settings
User Setting: User Rx Pad - Default Status
User Setting: User Rx Pad - Oral Code
User Setting: User Rx Print Report
User Setting: Vitals Summary Table View
User Setting: EPA Processor
User Setting: Toggle Display Date in AMP Results
User Setup
Access User Rx Settings
Access User Settings
Activate/Deactivate a User
Add New User using Copy User
Dashboard User Setup
Modify Login Times for a User
Obtain a DIRECT Email Address
Reset a user password
Setup and Authenticate User DIRECT Email
Setup Two Factor Authentication
Unlock an Active User
User/Provider Connection
User Sign Off Settings
Modify Available Resources & Default Mobile Resource
Give Access & Set Default Templates Per Chart Tab
Assign access to My Task Fax numbers
User is This Provider Connection
Setup a User Group
Assign All Users to User Group
Setup 2FA Authenticator App for User Login
eDocument Setup
Unsolicited Documents
Document Types
Interfaces & Features
AAOE Empower Interface
Overview of AAOE Empower Interface
Setting up the AAOE Integration
Appointment HL7 Interface to Trigger Outcome Surveys
Automated Appointment Reminders
Overview of Automated Appointment Reminders
Setup the Automated Appointment Reminder Integration
Using the Automated Appointment Reminder Integration
Using the "Rescheduled" Status
Send a Broadcast Message Using the Recall List
Electronic Faxing Integration via UpDox
Overview of Electronic Faxing Integration
Setup the Electronic Faxing Integration with UpDox
Using the Electronic Faxing Integration with UpDox
CoverMyMeds
CoverMyMeds Integration Overview
CoverMyMeds Process Diagram
Credit Card Processing - PaySimple
Overview of Credit Card Processing with PaySimple
Setup Credit Card Processing with PaySimple
Using the Credit Card Processing Integration
Live Training, Questions, and Answers - Credit Card Processing with PaySimple
EPCS Integration
Electronic Prescribing of Controlled Substances (EPCS) Integration
Automated Statement Processing - Data Media
Overview of Statement Processing with Data Media
Setup the Automated Statement Processing Integration with Data Media
Data Media Enhanced Statement Layouts
Data Media Recurring Payments and Payment Plans
Data Media Website Link for Credit Card Payments
Data Media eSkip Trace Report
Data Media Deceased Master List Check
InfoDive
Overview of InfoDive Integration
Setup the InfoDive Integration
Running a Validation report for InfoDive
OptimizeRx Prescription Integration
OptimizeRx Prescription Coupons/Discounts Integration
Patient Surveys - Listen360
Overview of the Listen360 Patient Survey Integration
Setup the Patient Survey Integration
Using the Patient Survey Integration
Prescription Adherence Integration with Dr. First
Overview of the Prescription Adherence Integration with Dr. First
Setup the Prescription Adherence Integration with Dr. First
Using the Prescription Adherence Integration with Dr. First
Live Training, Questions and Answers - Prescription Adherence with Dr. First
PDMP Integration
Prescription Drug Monitoring Program (PDMP) Integration
TOLMARsync Integration
Overview of TOLMARsync Integration
Setup the TOLMARsync Integration
Using the TOLMARsync Integration
HL7 Interfaces
HL7 Interface Mappings
HL7 Result (ORU) Specifications
HL7 Appointment (SIU) Specifications - Outbound
Patient - Insurance - Guarantor - Relationship HL7 Mapping
Patient - Responsible Party - Relationship HL7 Mapping
Patient - Language - HL7 Mapping
OBX.15 Performing Lab Information
Health Exchange MSH, OBR, and Z-Segs | Facilities (Z4A) + Providers (Z4D)
MSH.3 Specifications | Document Types and Subtypes
OBR.4 Specifications | Health Exchange
Iguana HL7 Interface Engine
Overview of Iguana Hl7 Interface Engine
Starting or Stopping a Channel in Iguana
Starting and Stopping the Iguana Service
How to Fix the Error: Error getting startup status: 0 : error -
Message Definitions & Flows
Appointment Interface (SIU - Outbound)
Claims Interface (DFT - Inbound & Outbound)
Orders & Results Interface (ORU Inbound, ORM Outbound)
Network Connection Methods
Webservice Documentation
SOAP Endpoints (Legacy)
Access to Webservices
iSalusEMR.ProblemPatient
iSalusExternal.BillingExport
iSalusExternal.ExportClaimProcedures
iSalusExternal.ExportClaims
iSalusExternal.ExportDemographics
iSalusExternal.SaveAppointmentStatus
iSalusPatient.GetSetup
iSalusPatient.PatientList
iSalusPatient.UpdateSetup
iSalusPayers.GetPayer
iSalusRetrieve.GetRendering
iSalusSchedule.AppointmentList
iSalusSchedule.CancelAppointment
iSalusSchedule.CreateAppointment
iSalusSchedule.ScheduleList
iSalusTPS.GetSender
iSalusTPS.SetReceiver
iSalusTPS.SetSenderResponse
iSalusWindow.GetList
iSalusEMR.SaveVitals
iSalusCommunication.MailSend
iSalusExternal.GetPatientFilterIdentifiers
iSalusExternal.GetPatientFilterData
iSalusExternal.GetPatientFilterDataImage
iSalusExternal.SaveTemplateInput
iSalusExternal.GetTemplateInput
RESTful APIs
Access to RESTful Webservices
Intelligent Intake
Intake Link
Unsolicited Documents
[POST] Documents
Supplemental
ONC (MyMedicalLocker)
Overview
ONC.FindPatient
ONC.GetPatient
ONC.GetCCD
ConnectEHR & FHIR APIs
Overview of ConnectEHR
Consolidated Clinical Document Architecture
OfficeEMR CCDA Types
CCDA Specifications
Clinical Summary (C) Specifications
CCD 2.1 Format (2019 Version) | Clinical Summary
ID.me Identity Proofing & EPCS Credentialing
Overview of ID.me Integration
Complete Identity Proofing via ID.me
Complete EPCS Enrollment via ID.me
Add & Enable the ID.me EPCS Credential
Approve ID.me EPCS Credentials
RecordSync | Document Exchange
Overview of RecordSync
Getting Started
Retrieving documents using RecordSync
Merging CCDs with RecordSync & the Reconciliation screen
Viewing requested records in Sharing History
MIPS Reporting & RecordSync
Indexing & Tasking eDocuments
OfficeEMR Mobile
Access to the OfficeEMR Mobile Application
Download OfficeEMR Mobile
Practice Access to OfficeEMR Mobile
Grant Users Access to the OfficeEMR Mobile Role
Limit users access to the OfficeEMR Mobile Menu Items
Login to OfficeEMR Mobile
Patients
Patient Search
Overview of Patient Search
Search for a patient
Add a Patient
Patient Charts
Summary
Overview of the Summary tab for Mobile Charts
Start a Telehealth Visit from OfficeEMR Mobile
View a patient's Problem List
View a patient's Medication List
View a patient's Allergy List
View a patient's Immunization History
View a patient's Vitals History
View a patient's Medical History
View a patient's Encounter History
Vitals
Overview of the Vitals tab for Mobile Charts
Add a new vital record from OfficeEMR Mobile
Problems
Overview of the Problems tab for Mobile Charts
View Problem History from OfficeEMR Mobile
Resolve/Inactivate a Problem from OfficeEMR Mobile
Add a note to a Problem from OfficeEMR Mobile
Add a new Problem from OfficeEMR Mobile
Allergies
Overview of the Allergies tab for Mobile Charts
View Allergy History from OfficeEMR Mobile
Add a new Allergy from OfficeEMR Mobile
Mark an Allergy List as Reviewed from OfficeEMR Mobile
Prescriptions
Overview of the Prescriptions tab for Mobile Charts
View Medication History from OfficeEMR Mobile
Add and/or Electronically Prescribe Medications from OfficeEMR Mobile
Charges
Overview of the Charges tab for Mobile Charts
View Closed Charges on OfficeEMR Mobile
View and Release Open Charges on OfficeEMR Mobile
Create New Charges on OfficeEMR Mobile
Copy an existing Charge to create new Charges on OfficeEMR Mobile
Photos
Overview of the Photos tab for Mobile Charts
View previously captured photos on OfficeEMR Mobile
Capture a photo on OfficeEMR Mobile
Dictation
Overview of the Dictation tab for Mobile Charts
View Dictation History from OfficeEMR Mobile
Add and/or Share a dictation from OfficeEMR Mobile
Schedule
Office Schedule on OfficeEMR Mobile
Overview of the Office Schedule on OfficeEMR Mobile
View appointments on your office scheduled in OfficeEMR Mobile
Add appointments to the Office Schedule on OfficeEMR Mobile
Cancel appointments on the Office Schedule on OfficeEMR Mobile
Add charges for appointments on the Office Schedule on OfficeEMR Mobile
Hospital Rounds on OfficeEMR Mobile
Overview of the Hospital Rounds List on OfficeEMR Mobile
View Hospital Rounds List on OfficeEMR Mobile
Add rounds to the Hospital Rounds List on OfficeEMR Mobile
View Assignments on the Hospital Rounds List on OfficeEMR Mobile
Dialysis Rounds on OfficeEMR Mobile
Access Dialysis Rounds
View a Dialysis Unit Census
Bill a Dialysis Round Encounter
View a Chart from Dialysis Rounds
Edit Dialysis Round Schedule
Track Dialysis Visits that are Completed via Telemedicine
Delete a Dialysis Visit
View Hospitalization History
Financials
Office Mail
Tasks
Results Task List
eDocuments
Tools & Resources
Implementation Guide
Practice Management
Billing
Enrollments
Clinic (EMR)
EMR Customization
IT & Development
Go-Live
Post Go-Live
Choice Implementation Guide
Implementation Overview
Training
Feature Selection & Sign-Up
All Things Billing
IT Setup
Training and Customization
Template Change Request Form
Training Request Form
New Provider Request Form
Provider Removal Request Form
Invoicing
Provider License Summary
Billing Reference Tools
MSP Reasons
NDC Number Format Conversion
Place of Service Code Set
Type of Bill Code Set
Product Roadmap
Real World Testing
AllMeds Specialty EHR
OfficeEMR
iSalus Healthcare 2022 Real World Test Plan
iSalus 2022 Real World Test Results
iSalus Healthcare 2023 Real World Test Plan
iSalus Healthcare 2023 Real World Test Results
iSalus Healthcare 2024 Real World Test Plan
iSalus Healthcare 2024 Real World Test Results
iSalus Healthcare 2025 Real World Test Plan
ONC Costs & Limitations
OfficeEMR 2021 ONC Costs and Limitations
Release Notes
Release 25.132 - April 3rd, 2025
Release 25.131 - March 20th, 2025
Release 25.130 - March 6th, 2025
Release 25.129 - February 20th, 2025
Release 25.127 - January 23rd, 2025
Release 24.126 - January 14th, 2025
New
Release 24.124 - December 12th, 2024
New
Release 24.122 - November 14th, 2024
Release 24.121 - October 31st, 2024
Release 24.120 - October 17th, 2024
Release 24.119 - October 3rd, 2024
Release 24.118 - September 19th, 2024
Release 24.117 - September 5th, 2024
Release 24.115 - August 22nd, 2024
Release 24.114 - July 25th, 2024
Release 24.113 - July 11th, 2024
Release 24.112 - June 27th, 2024
OfficeEMR Mobile - Android v 1.4.0 (209) - June 17th, 2024
OfficeEMR Mobile - iOS v 5.11.1 (206) - June 13th, 2024
Release 24.111 - June 13th, 2024
Release 24.110 - May 30th, 2024
Release 24.109 - May 16th, 2024
Release 24.108 - May 2nd, 2024
Release 24.107 - April 18th, 2024
Release 24.106 - April 4th, 2024
Release 24.105 - March 21st, 2024
Release 24.104 - March 7th, 2024
Release 24.103 - February 22nd, 2024
Release 24.102 - February 8th, 2024
Release 24.101 - January 25th, 2024
Release 24.100 - January 11th, 2024
Release Notes 2023
Release 23.22 - December 14th, 2023
Release 23.21 - November 30th, 2023
Release 23.20 - November 16th, 2023
Release 23.19 - November 2nd, 2023
Release 23.18 Post Release - October 27
Release 23.18 - October 19th, 2023
Release 23.17 - October 5th, 2023
Release 23.16 - September 21st, 2023
Release 23.15 - September 7th, 2023
Release 23.14 - August 24th, 2023
Release 23.13 - July 27th, 2023
Release 23.11 - June 29th, 2023
Release 23.10 - June 15th, 2023
Release 23.09 - June 1, 2023
Release 23.08 - May 18th, 2023
Release 23.07 - May 4th, 2023
Release 23.06 - April 20th, 2023
OfficeEMR Mobile - Android v1.3.0 (195) - April 20th, 2023
OfficeEMR Mobile - IOS v5.10.0 (195) - April 20th, 2023
Release 23.05 - April 6th, 2023
Release 23.04 - March 23rd, 2023
Release 23.03 - March 9th, 2023
Release 23.02 - February 16th, 2023
Release 23.01 - February 2nd, 2023
Release Notes 2022
Release 22.18 - January 19th, 2023
Release 22.17 - December 8th, 2022
Release 22.16 - November 17th, 2022
Release 22.15 - October 20th, 2022
Release 22.14 - September 29th, 2022
Release 22.13 - September 8th, 2022
Release 22.12 - August 18th, 2022
Release 22.11 - August 4th, 2022
Release 22.10 - July 7th, 2022
Release 22.09 - June 9th, 2022
Release 22.08 - May 19th, 2022
OfficeEMR Mobile - Android v1.2.6 (192) - May 11th, 2022
Release 22.07 - May 5th, 2022
Release 22.06 - April 21st, 2022
Release 22.05 - April 7th, 2022
Release 22.04 - March 26th, 2022
Release 22.03 - March 10th, 2022
Release 22.02 - February 24th, 2022
OfficeEMR Mobile - Android v1.2.5.191 (191) - February 4th, 2021
OfficeEMR Mobile - iOS v5.9.5 (181) - February 4th, 2021
Release 22.01 - February 4th, 2022
Release 21.14 - January 22, 2022
Release Notes 2021
Release 21.13 - October 7th, 2021
Release 21.12.1 August 13th, 2021
Release 21.12 - Release July 15th, 2021
Release 21.11 - Release July 1st, 2021
Release 21.10 - Release June 8th, 2021
OfficeEMR Mobile - Android v1.2.0.183 (183) - June, 2021
OfficeEMR Mobile - iOS v 5.9.0 (170) - June 8th, 2021
Release 21.08 - Release May 20th, 2021
OfficeEMR Mobile - Android v 1.1.0 (176) - April 18th, 2021
OfficeEMR Mobile - iOS v 5.8.0 (165) - April 18th, 2021
AnywhereCare - Android v 1.3.3 (42) - April 18th, 2021
AnywhereCare - iOS v 2.2.0 (24) - April 18th, 2021
Release 21.07 - Release April 8th, 2021
Release 21.06 - Release March 25th, 2021
Release 21.05 - Release March 11th, 2021
OfficeEMR Mobile - iOS v 5.7.4 (161) - March 3, 2021
Release 21.04 - Release February 25th, 2021
OfficeEMR Mobile - Android v1.0.173 (173) - February 25, 2021
OfficeEMR Mobile - iOS v 5.7.2 (159) - February 24, 2021
Release 21.03 - Release February 11th, 2021
Release 21.02 - Release February 2nd, 2021
Release 21.01 - Release January 14th, 2021
Release Notes 2020
Release 20.11 - Release December 15th, 2020
Release 20.10 - Release November 19th, 2020
OfficeEMR Mobile - Android v1.0.167 (167) - November 18th, 2020
OfficeEMR Mobile - iOS v5.7.0 - November 18th, 2020
Release 20.9 - Release November 5th, 2020
Release 20.8 - Release October 20th, 2020
Release 20.7 - Release October 1st, 2020
Release 20.6 - Release September 17th, 2020
Release 20.5 - Release September 3rd, 2020
Release 20.4 - Release August 20th, 2020
Release 20.3 - Release August 6th, 2020
Release 20.2 - Release July 23rd, 2020
OfficeEMR Mobile - iOS v 5.6.0 (136) - July 24th, 2020
OfficeEMR Mobile - Android v 1.0.153 (153) - July 24th, 2020
OfficeEMR Mobile - iOS v 5.5.5 - July 9th, 2020
OfficeEMR Mobile - Android v 1.0.146 (146) - July 9th, 2020
Release 20.1.13 - Patch Release July 1st, 2020
Release 20.1.12 - Patch Release June 25th, 2020
Release 20.1.11 - Patch Release June 18th, 2020
Release 20.1.10 - Patch Release June 11th, 2020
AnywhereCare - Android v. 1.3.3 - June, 20, 2020
Release 20.1.9 - Patch Release June 4th, 2020
OfficeEMR Mobile - Android v 1.0.137 - June 8th, 2020
Release 20.1.8 - Patch Release May 28th, 2020
Release 20.1.7 - Patch Release May 21st, 2020
AnywhereCare - Android v. 1.3.2 - May 25th, 2020
Release 20.1.6 - Patch Release May 19th 2020
AnywhereCare - IOS v 2.1.3 - May 19th, 2020
OfficeEMR Mobile - iOS v 5.5.4 - May 18th, 2020
Release 20.1.5 - Patch Release May 14th, 2020
Release 20.1.4 - Patch Release May 12th, 2020
OfficeEMR Mobile - Android v 1.0.135 - May 12th, 2020
Release 20.1.3 - Patch Release May 7th, 2020
Release 20.1.2 - Patch Release May 5th, 2020
Release 20.1.1 - Patch Release - May 4th, 2020
Release 20.1 - May 2020
AnywhereCare - Android v. 1.3.1 - April 2020
AnywhereCare - IOS v 2.1.2 - April 2020
Release 19.7.1 - February 1st, 2020
Release Notes 2019
Release 19.7 - November 17th, 2019
Release 19.6.1 - November 3, 2019
Hot Fix: Paper Statement ID Problem and Solution
Release 19.6 - October 6, 2019
Release 19.5
OfficeEMR Mobile September 4, 2019 Release Notes
Test for Subscriptions
Company Announcements
Important Information on Claims Affected by the Change Healthcare Cyber Issue
What You Should Know
List of Current Change Healthcare Affected Payers With Updated ePS Payer Routes (Updated 8/13/24)
ePS Emergency Access Solution
Statements Overhaul Coming on May 20th, 2021
New MIPS Assist Program Launches May 25th, 2021
Support
Data Exports
Unpacking Your iSalus Choice Extraction Files
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