Knowledge Base Logo

iSalus Healthcare

  • Release Notes
  • Contact Us
  • Login to OfficeEMR
  • 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 ScreensNew
              • 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 Favorites Feature in the Problem List
                • Add a New Problem
                • Remove a Problem
                • Create an Assessment using the Problem List
                • View the Problem List History
              • Public Health Case Reporting
                • eICR Process and Process Diagram
              • 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
                                          • How to Generate/Use the Support Pin
                                        • 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 3, 2025
                                                                                    • Release 25.131 - March 20, 2025
                                                                                    • Release 25.130 - March 6th, 2025
                                                                                    • Release 25.129 - February 20th, 2025
                                                                                    • Release 25.127 - January 23rd, 2025
                                                                                    • Release 24.126 - January 14th, 2025New
                                                                                    • Release 24.124 - December 12th, 2024New
                                                                                    • 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
                                                                                    • Version 25.130 – March 1, 2026
                                                                                  • 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
                                                                                    • Home
                                                                                    • Using iSalus
                                                                                    • Reports

                                                                                    Connect Reports

                                                                                    Aged Receivables

                                                                                    Biller Productivity

                                                                                    CCM Patient List (Medicare and Medicare Replacement Ins Class)

                                                                                    Charges by Appointment Type

                                                                                    Charge Lag

                                                                                    Claim Status

                                                                                    Daily Intakes

                                                                                    Deceased Patient List

                                                                                    Dialysis Census

                                                                                    Dialysis Productivity

                                                                                    Dialysis Survey Report

                                                                                    General Information

                                                                                    Financial Snapshot

                                                                                    Financial Snapshot Deposit Report

                                                                                    Front Desk Report

                                                                                    Held Statements

                                                                                    Hospital Discharges

                                                                                    Lab Result Search

                                                                                    Lab Results by Date

                                                                                    Lost to Follow-up

                                                                                    Monthly Bonus Report (Appt Counts by Patient and Location)

                                                                                    Nephrology Focused Reports

                                                                                    Patient CKD Education Status

                                                                                    Patient Letters

                                                                                    Patient Payment Reports

                                                                                    Patient Roster Report

                                                                                    Patients with Multiple Dx

                                                                                    Payment Posting Connect Report

                                                                                    Practice Administrative Reports

                                                                                    Referring/PCP Patients

                                                                                    Scheduled Patients

                                                                                    SOAP Note Sign-Off Counts

                                                                                    Delivers data related to SOAP Note Sign-Off by user/provider including cases where supervisor sign-offs occur.
                                                                                    Copyright © 2019 iSalus Healthcare. All rights reserved.

                                                                                    Subscribe for Updates

                                                                                    Cancel