iSalus Healthcare
Table of Contents
Table of Contents
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Glossary
Setup & Account Administration
Billing Setup
Business Unit Setup
Billing Queue Setup
Procedure Code Setup
Procedure Codes Overview
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
Payer Setup
Payers Overview
Adding a New Payer
New
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 Setup
Add a Payment Type
Add a Payment Method
Paper Claim Setup
CMS-1500 Form Settings
Provider Billing Setup
Provider Credentialing Setup by Payer
Provider Credentialing Examples
Receipts Setup
Receipt Posting Setup
Turn off Auto Receipt Posting
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
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 Post ERA Delay
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: EMR Codified Allergy Required
Company Setting: Full Contractual Adjustment Settings
Company Setting: Include Physical Exams
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: 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: Resource View
Company Setting: Run real time prescription benefit check (RxBC)
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
Blackout Appointment Status ID
Computer and Equipment Setup
Clear Internet Explorer Cache
Group Policy (GPO) Settings for iSalus
Workstation Configuration
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
Orders Setup
Setup Default Ordered By Setting
Prescriptions Setup
CoverMyMeds Prescription Benefit Check
Overview of CoverMyMeds Integration
Setting up the CoverMyMeds RxBC Integration
Using the CoverMyMeds Real Time Benefit Check (RxBC)
Setting up the CoverMyMeds ePA Integration
Using the CoverMyMeds Electronic Prior Authorizations (ePA)
Electronic Prescribing of Controlled Substances (EPCS)
EPCS IdenTrust Mobile Authentication Setup
Overview of IdenTrust Mobile Setup Process
Register for an IdenTrust Mobile Account
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
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
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
Room Assignment Setup
Room Setup
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
Setup Intake Letter Forms Due Date Rules
Live Training, Questions and Answers - Intelligent Intake
Patient Setup
Comments
Default Comments
New
Case Management
Add New Case Status
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
New
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)
Schedule Setup
Appointment Types
Appointment Statuses
Resources
Resource Templates
Blackout Overlays
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: 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 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
Using iSalus
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
Billing Query
Claim Details/Edits
Adding a Note to a Claim
Copy an Existing Claim
Modifying Multiple Claims
Adding 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 Diagnosis
Missing Responsible Party
Missing Primary Insurance
Missing Rendering Provider
Missing Service Location
Missing Signature
Missing Procedure
NDC Errors
Claim Issues - Global Period
Working Aged Receivables
Claim Comments
Introduction to Claim Comments
Accessing Claim Comments from the Claim Details
Accessing Claim Comments from the Transaction History
Creating a Claim Comment
Billing Letters
Print a Billing Letter
Claim Submission
Claim Submission History
Changing a CPT Code & Resending a Claim
Patient Collections
View Patient Transaction History
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
e-Statements Guide
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 Electronic Payments
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
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
eDocuments
Open Patient in eDocuments
Navigate the Folders
Import a Document
Scanning in Files
Send a Document for Review
Move, Copy, Delete and Export a Document
Printing an eDocument
Fax a Document
Add Patient Education
Save as Faxable
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)
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
History of Present Illness (HPI)
HPI Overview
Lab Results
Manually Enter Lab Results (Summary Timeline)
Trickle Import Labs and Documents Manually
Manually Enter Lab Results (eDocuments)
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
Change the Processor for an order via Order Entry - History
New
Printing a Requisition from Order Entry - History
Setting the Arrange By in Order Entry - History
Patient Setup
Patient Communication
Preferred Pharmacy
Patient Toolip
Overview of the Patient Tooltip
Patient Tooltip Details
Prescriptions
Access the Prescriptions Chart Tab
Document a Patient Reported Medication
Pull a Patient Medication History Report
Print a Patient's Medication List
Print a Prescription from a Drug Search
Print a Prescription from Rx Favorites List
Copy a Prescription
Refill a Medication
Run a PDMP Report
Search for a Drug
Search for a Pharmacy
Send an Electronic Prescription from a Drug Search
Send an Electronic Prescription from Rx Favorites List
Send an Electronic Prescription Using Mobile EPCS
Stop/Discontinue a Medication
View a Patient's Active Medication List
View Medication Refill History
View Stopped/Discontinued Medications
Prescription Details
Problem List
Problem List Overview
Add a New Problem
Remove a Problem
Create an Assessment using the Problem List
View the Problem List History
Review of Systems (ROS)
Review of Systems (ROS) Overview
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
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
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
Treatment Plan
Treatment Plan Overview
Document With User Template Defaults
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
Patient Experience
Complete Intake Forms at Home (Desktop)
Complete Forms in the Office (Practice iPad)
Complete Intake Forms on the Go (Mobile)
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
Patient Tooltip
Overview of the Patient Tooltip
Patient Tooltip Details
Navigating the iScheduler
Add a New Patient to the Database
Using the Blackout Overlay Appointment Status ID
Checking Insurance Eligibility
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
Change the Processor on an order via My Task - Orders
New
Results
My Tasks Results Overview
Result Queues
Result Lists
Results Work Area
Entering Findings
Prescription
Access the Prescription Refills Task List
Delete a Prescription Refill Request
Eligibility
Batch Eligibility Overview
Batch Eligibility - My Task Workflow
Fax (UpDox)
Overview of My Task - Fax (UpDox)
My Task Fax (UpDox) Inbox
MyTask Fax (UpDox) Sent Items
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
Reports
Appointment Report
Appointment Report
Audit Reports
Login Audit
Security Audit
Audit Connect Reports
Billing Reports
Aging Analysis
Overview of the Aging Analysis
Aging Analysis Video
Accessing the Aging Analysis
Setting Aging Analysis Parameters
Drilling Into the Aging Analysis Report
Opening Aging Analysis Claims in Billing Query
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
Accessing the Practice Aging
Setting Practice Aging Parameters
Understanding Practice Aging Results
Deposit Reconciliation Report
Overview of the Deposit Reconciliation report
Accessing the Deposit Reconciliation report
Setting Deposit Reconciliation Parameters
Deposit Reconciliation Report fields
Choice Analytics
Overview of Choice Analytics
Billing Analytics
Overview of Billing Analytics
Accessing Billing Analytics
Billing Analytics Data Dictionary
Billing Analytics Examples
New Billing Analytics
Overview of New Billing Analytics
Building a New Report with New Billing Analytics
Connecting an Existing 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
Connect Reports
Data Export
Run the Data Export
Open a Data Export File
New
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
New
Fee Schedule Export
New
Claims Export
Claim Procedure Lines Export
Payments Export
Dialysis Reports
New Patient Report
Dialysis Connect Reports
EMR Reports
Other EMR Reports
Print Management
My Task Counts
Orders Advanced Search
Summary of Care
Scheduled Summary of Care Exports
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 2021 Program
MIPS Eligibility
How to Apply for a MIPS 2021 COVID Exemption
MIPS Reporting - Individual vs. Group Reporting
Add a Clinician to the MIPS Dashboard
Edit a Clinician on the MIPS Dashboard
Delete a Clinician from the MIPS Dashboard
MIPS 2021 Quality Performance Category
Mingle Health Quality Data Extract File Contents
Setup Mingle Health/Registry Quality Data Extract Settings
Extract Mingle Health Quality Data
MIPS 2021 Improvement Activities Performance Category
MIPS 2021 Promoting Interoperability Performance Category
View 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
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
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
FAQs & Troubleshooting
Billing
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?
What are the default/original CMS-1500 (HCFA) Form Setting Values?
How can I add a custom adjustment to a manual EOB?
How do I write-off a patient balance on a claim?
How do I switch my statements from RevSpring to Data Media
Common Claim Rejections
How do I fix a rejection for "Other Payer Insurance Type Code"?
New
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?
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
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
HealthWatch CCM
Patient Enrollment
Consenting
Care Coordination
CCM Billing
Accessing Your HealthWatch Patient Data
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?
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?
New
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 to Contact Support
Interfaces & Customizations
Webservice Documentation
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
AAOE Empower Interface
Overview of AAOE Empower Interface
Setting up the AAOE Integration
Appointment HL7 Interface to Trigger Outcome Surveys
InfoDive
Overview of InfoDive Integration
Setup the InfoDive Integration
Running a Validation report for InfoDive
AlertMD Integration
Overview of AlertMD Integration
Setup the AlertMD Integration
Using the AlertMD Integration
Automated Appointment Reminders
Overview of Automated Appointment Reminders
Setup the Automated Appointment Reminder Integration
Using the Automated Appointment Reminder Integration
Electronic Faxing Integration via UpDox
Overview of Electronic Faxing Integration
Setup the Electronic Faxing Integration with UpDox
Using the Electronic Faxing Integration with UpDox
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
CoverMyMeds Integration
Electronic Prescribing of Controlled Substances (EPCS) Integration
OptimizeRx Prescription Coupons/Discounts Integration
Prescription Drug Monitoring Program (PDMP) Integration
TOLMARsync Integration
Overview of TOLMARsync Integration
Setup the TOLMARsync Integration
Using the TOLMARsync Integration
Patient Survey's - Listen360
Overview of the Listen360 Patient Survey Integration
Setup the Patient Survey Integration
Using the Patient Survey 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
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
HL7 Interfaces
HL7 Interface Mappings
Patient - Insurance - Guarantor - Relationship HL7 Mapping
Patient - Responsible Party - Relationship HL7 Mapping
HL7 Result Specifications
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 -
Tools & Resources
Implementation Guide
Billing
Enrollments
Clinic (EMR)
EMR Customization
Choice Implementation Guide
Implementation Overview
Training
Feature Selection & Sign-Up
All Things Billing
IT Setup
Interfaces
Training and Customization
Template Customization
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
Product Roadmap Information
Release Notes
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 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 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
OfficeEMR Mobile September 4, 2019 Release Notes
Release 19.5
Support
Company Announcements
Statements Overhaul Coming on May 20th, 2021
New MIPS Assist Program Launches May 25th, 2021
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
Training Syllabus
Front Office
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Statements Overview and Screens
MU Dashboard
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Adding the Daily Intakes report
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Running the Daily Intakes report
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Introduction to the Daily Intakes report
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Running the Held Statements report
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Adding the Held Statements report
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Daily Intakes
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Introduction to the Dialysis Productivity Report
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