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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
    • Training Syllabus
      • Front Office
      • Ancillary Medical Staff
      • Surgery Scheduling
      • Providers
      • Administration
      • Billing
  • 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
      • 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 Setup
        • Add a Payment Type
        • Add a Payment Method
      • Receipts Setup
        • Receipt Posting Setup
        • Turn off Auto Receipt Posting
      • 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
    • Company Settings
      • How to Update Company Settings
      • Company Setting: Abnormal Results Processor
      • Company Setting: Automated Reminder Email Consent
      • Company Setting: Automated Reminder Phone Consent
      • Company Setting: Automated Reminder Text Consent
      • Company Setting: Auto Codify Problem List Codes to SNOMED
      • Company Setting: Auto Post ERA Delay
      • Company Setting: 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: EMR Codified Allergy Required
      • Company Setting: Full Contractual Adjustment Settings
      • Company Setting: Include Physical Exams
      • Company Setting: iScheduler Primary Appointment Color (Background)
      • Company Setting: iScheduler Secondary Appointment Color (Right Side Bar)
      • Company Setting: Lab Result Via Collection Date
      • Company Setting: Maximum number days password is valid, (0=always)
      • Company Setting: Minimum password length
      • Company Setting: Most recently used password count
      • Company Setting: Normal Results Processor
      • Company Setting: Open Dialysis Visits Chart Tab when Adding Visit
      • Company Setting: Patient Roster Admission Date Defaulted
      • Company Setting: Patient Roster Recurrence Pattern Defaulted
      • Company Setting: Patient Roster Resource Required
      • Company Setting: 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: 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: Intake Send Links
      • Company Setting: Auto Create Temporary MML Account
      • Company Setting: Intake Create MML Account
    • 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
      • Orders Setup
        • Setup Default Ordered By Setting
      • Prescriptions Setup
        • CoverMyMeds Prescription Benefit Check
          • Overview of CoverMyMeds Integration
          • Setting up the CoverMyMeds RxBC Integration
          • Using the CoverMyMeds Real Time Benefit Check (RxBC)
          • Setting up the CoverMyMeds ePA Integration
          • Using the CoverMyMeds Electronic Prior Authorizations (ePA)
        • Electronic Prescribing of Controlled Substances (EPCS)
          • EPCS IdenTrust Mobile Authentication Setup
            • Overview of IdenTrust Mobile Setup Process
            • Register for an IdenTrust Mobile Account
            • Retrieve your IdenTrust Mobile Certificate
            • Download and Setup the Mobile application for Approving EPCS requests
            • Add your IdenTrust Mobile Certificate to your OfficeEMR User Account
          • EPCS IdenTrust USB Token Authentication Setup
            • Overview of the IdenTrust (EPCS) Integration
            • Register for a EPCS Token from IdenTrust
            • Setup an IdenTrust Token for EPCS
            • Renewal of an EPCS Token
            • 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
      • 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)
      • Room Assignment Setup
        • Room Setup
      • Letters Setup
        • Letter Quick Pick Definitions
    • 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
      • Comments
        • Default Comments
      • Case Management
        • Add New Case Status
      • More...
        • MyMedicalLocker Admin
          • Overview of MyMedicalLocker Admin
          • Connect a Patient - Create and Connect
          • Connect a Patient - Generate a Connection Key
    • Provider Setup
      • Providers Overview
      • Adding a New Provider
      • 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
    • 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: Maximum claims per deposit page
      • User Setting: Patient Search Maximum Rows
      • User Setting: Problem List Favorite Search Days
      • User Setting: Problem List Favorite Search Type
      • User Setting: Problem List Favorites Search Max Rows
      • User Setting: Problem List Summary View
      • User Setting: Procedure List for Vitals Timeline Wireframe Summary
      • User Setting: Prompt for Dialysis Visit delivery mechanism
      • User Setting: Run real time prescription benefit check (RxBC)
      • User Setting: Search List Type
      • User Setting: Timezone Zip Code
      • User Setting: User Reported Rx - My Favorites Default Search Settings
      • User Setting: User Reported Rx - Default Reported Favorites List
      • User Setting: User Rx History - Default Status
      • User Setting: User Rx Pad - Alert Text
      • User Setting: User Rx Pad - Default Dispense as Written to Yes
      • User Setting: User Rx Pad - Default RxPad Favorites List
      • User Setting: User Rx Pad - My Favorites Default Search Settings
      • User Setting: User Rx Pad - My Therapeutic Classes Default Search Settings
      • User Setting: User Rx Pad - Default Status
      • User Setting: User Rx Pad - Oral Code
      • User Setting: User Rx Print Report
      • User Setting: Vitals Summary Table View
    • User Setup
      • Access User Rx Settings
      • Access User Settings
      • Activate/Deactivate a User
      • Add New User using Copy User
      • Dashboard User Setup
      • Modify Login Times for a User
      • Obtain a DIRECT Email Address
      • Reset a user password
      • Setup and Authenticate User DIRECT Email
      • Setup Two-Factor Authentication
      • Unlock an Active User
      • User/Provider Connection
      • User Sign Off Settings
      • Modify Available Resources & Default Mobile Resource
      • Give Access & Set Default Templates Per Chart Tab
      • Assign access to My Task Fax numbers
      • User is This Provider Connection
      • Complete Identity Proofing via ID.me
      • Setup a User Group
      • Assign All Users to User Group
  • 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
        • Billing Query
          • Claim Details/Edits
            • Add a Note to a Claim
            • Copy an Existing Claim
            • Modifying Multiple Claims
            • 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 Diagnosis
            • Missing Responsible Party
            • Missing Primary Insurance
            • Missing Rendering Provider
            • Missing Service Location
            • Missing Signature
            • Missing Procedure
            • NDC Errors
            • Claim Issues - Global Period
          • Working Aged Receivables
            • Claim Comments
              • Introduction to Claim Comments
              • Accessing Claim Comments from the Claim Details
              • Accessing Claim Comments from the Transaction History
              • Creating a Claim Comment
          • Billing Letters
            • Print a Billing Letter
        • Claim 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
          • 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
        • 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
      • Statements
        • Statements Overview and Screens
          • Statement Overview
          • Ready to Send
          • Statement Details
          • Batches
          • Batch Details
          • Migrate Statements
          • Statement Formats (Print/View)
          • Statement Status
          • Statement Missing Responsible Parties
        • Statement Warnings
          • Responsible Party is a Minor
          • Responsible Party Held
          • Patient Failed Validation
          • Claim Failed Validation
          • Patient has no-print statement option selected
          • Missing Responsible Party Address Information
          • Responsible Party Credits
          • Unapplied Receipts
          • Statement Balance is Less than Minimum Balance
        • Statement Guides
          • Getting Started with the New Statement Process
          • Statements Configuration Guide
          • Automatic Statements Guide
          • Partially Automatic (Hybrid) Statements Guide
          • Manual Statements Guide
          • On Demand Statements Guide
          • Printing Statements
          • Downloading Statements
          • Exporting Statements
          • e-Statements Guide
      • Payment Posting
        • Payment Posting Overview
          • Payment Posting Customization
          • General Workflow
          • ERA Workflow
          • EOB Workflow
          • Statement Check Workflow
          • Posting Interest
        • Deposits
          • Deposit Overview and Screens
            • Deposits Overview
            • Deposits Screen
            • Deposit Details Screen
            • Deposit Claim Details
            • Statement 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
        • Batch Payment Posting
          • Payment Batch Posting Overview
          • Payment Batches Screen
          • Payment Batch Details 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
    • EMR
      • Allergies
        • Overview of the Allergies Chart Tab
        • Allergies Chart Tab Features
        • Add a new Allergy
      • Telehealth Only Database
        • Setup Telehealth
        • User/Provider Connection (Telehealth Only)
        • Start a Telehealth Visit
        • Conduct the Telehealth Visit
        • Complete the Telehealth Visit
        • Telehealth Visit (Patient Perspective - iOS/Android Required)
      • Dialysis Rounds
        • Add a Patient to Dialysis Round Schedule
        • View a Dialysis Round Schedule
        • Document a Dialysis Round Visit for Dialysis Billing
        • Edit a Dialysis Round Visit
        • Delete a Dialysis Round Visit
        • Inactivate a Patient from Rounds
        • Remove a Patient from Dialysis Round Schedule
        • Chart Dialysis Visit
      • EMR Schedule
        • Overview of the EMR Schedule
        • Using the Office Schedule and Changing Settings
      • EM Coding
        • EM Coding Overview
        • Turn the EM Coding Engine On/Off
        • Using the EM Coding Engine
      • Exams
        • Exams Overview
        • Create a new Exam
        • Copy an Exam from a Previous Encounter
        • How to create a user default for Exams
      • History of Present Illness (HPI)
        • HPI Overview
      • 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
      • 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 Setup
        • Patient Communication
        • Preferred Pharmacy
      • Patient Toolip
        • Overview of the Patient Tooltip
        • Patient Tooltip Details
      • Prescriptions
        • Access the Prescriptions Chart Tab
        • Document a Patient Reported Medication
        • Pull a Patient Medication History Report
        • 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
      • Problem List
        • Problem List Overview
        • Add a New Problem
        • Remove a Problem
        • Create an Assessment using the Problem List
        • View the Problem List History
      • Review of Systems (ROS)
        • Add a new ROS
        • Edit an Existing ROS
        • Copy an ROS from a Previous Encounter
      • SOAP Notes
        • Add Data Trends to Note
        • Error Out a Signed Encounter Note
        • Append a Signed Note
      • Summary
        • Clinical Reconciliation
          • Evaluated Immunization History and Immunization Forecast
        • Timeline
          • Vitals Clinical Marker
          • Notes Clinical Marker
        • Patient AMP
          • Overview of Patient AMP
          • Activating or Removing the AMP Panel
          • Customizing the AMP view
          • Patient AMP Details
      • Telehealth
        • Overview of Telehealth
        • Setup Telehealth
        • Schedule a Telehealth Visit (Optional)
        • Initiate the Telehealth Session
        • Conduct the Telehealth Visit
        • Complete the Telehealth Visit
        • Telehealth Visit (Patient Perspective - iOS/Android Required)
        • Telehealth Billing FAQ
        • Telehealth Billing Decision Trees
        • Create a Bluebar in a Superbill for Telehealth
        • Create a Telehealth Service Location
        • Create a Telehealth Procedure Code (Fee Grouping)
        • Create a Telehealth Procedure Code (Custom Code)
        • Bill a Telehealth Visit from the EMR Superbill
        • Telehealth Preferred Contact
      • Toolbar
        • Patient Name and Demographics Hover
        • Patient Search
      • Treatment Plan
        • Treatment Plan Overview
        • 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
    • 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
        • Check Patient Out
        • Using the Blackout Overlay Appointment Status ID
        • Checking Insurance Eligibility
      • Patient Cost Estimator
        • Patient Cost Estimator 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
        • 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
      • 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
      • Eligibility
        • Batch Eligibility Overview
        • Batch Eligibility - My Task Workflow
      • Fax (UpDox)
        • Overview of My Task - Fax (UpDox)
        • My Task Fax (UpDox) Inbox
        • MyTask Fax (UpDox) Sent Items
        • Using the PDF Splitter for Inbound Faxes (BETA)
    • OfficeEMR Mobile
      • Access to the OfficeEMR Mobile Application
        • Download OfficeEMR Mobile
        • Practice Access to OfficeEMR Mobile
        • Grant Users Access to the OfficeEMR Mobile Role
        • Limit users access to the OfficeEMR Mobile Menu Items
        • Login to OfficeEMR Mobile
      • Patients
        • Patient Search
          • Overview of Patient Search
          • Search for a patient
          • Add a Patient
        • Patient Charts
          • Summary
            • Overview of the Summary tab for Mobile Charts
            • Start a Telehealth Visit from OfficeEMR Mobile
            • View a patient's Problem List
            • View a patient's Medication List
            • View a patient's Allergy List
            • View a patient's Immunization History
            • View a patient's Vitals History
            • View a patient's Medical History
            • View a patient's Encounter History
          • Vitals
            • Overview of the Vitals tab for Mobile Charts
            • Add a new vital record from OfficeEMR Mobile
          • Problems
            • Overview of the Problems tab for Mobile Charts
            • View Problem History from OfficeEMR Mobile
            • Resolve/Inactivate a Problem from OfficeEMR Mobile
            • Add a note to a Problem from OfficeEMR Mobile
            • Add a new Problem from OfficeEMR Mobile
          • Allergies
            • Overview of the Allergies tab for Mobile Charts
            • View Allergy History from OfficeEMR Mobile
            • Add a new Allergy from OfficeEMR Mobile
            • Mark an Allergy List as Reviewed from OfficeEMR Mobile
          • Prescriptions
            • Overview of the Prescriptions tab for Mobile Charts
            • View Medication History from OfficeEMR Mobile
            • Add and/or Electronically Prescribe Medications from OfficeEMR Mobile
          • Charges
            • Overview of the Charges tab for Mobile Charts
            • View Closed Charges on OfficeEMR Mobile
            • View and Release Open Charges on OfficeEMR Mobile
            • Create New Charges on OfficeEMR Mobile
            • Copy an existing Charge to create new Charges on OfficeEMR Mobile
          • Photos
            • Overview of the Photos tab for Mobile Charts
            • View previously captured photos on OfficeEMR Mobile
            • Capture a photo on OfficeEMR Mobile
          • Dictation
            • Overview of the Dictation tab for Mobile Charts
            • View Dictation History from OfficeEMR Mobile
            • Add and/or Share a dictation from OfficeEMR Mobile
      • Schedule
        • Office Schedule on OfficeEMR Mobile
          • Overview of the Office Schedule on OfficeEMR Mobile
          • View appointments on your office scheduled in OfficeEMR Mobile
          • Add appointments to the Office Schedule on OfficeEMR Mobile
          • Cancel appointments on the Office Schedule on OfficeEMR Mobile
          • Add charges for appointments on the Office Schedule on OfficeEMR Mobile
        • Hospital Rounds on OfficeEMR Mobile
          • Overview of the Hospital Rounds List on OfficeEMR Mobile
          • View Hospital Rounds List on OfficeEMR Mobile
          • Add rounds to the Hospital Rounds List on OfficeEMR Mobile
          • View Assignments on the Hospital Rounds List on OfficeEMR Mobile
        • Dialysis Rounds on OfficeEMR Mobile
          • Access Dialysis Rounds
          • View a Dialysis Unit Census
          • Bill a Dialysis Round Encounter
          • View a Chart from Dialysis Rounds
          • Edit Dialysis Round Schedule
          • Track Dialysis Visits that are Completed via Telemedicine
          • Delete a Dialysis Visit
          • View Hospitalization History
    • Reports
      • Appointment Report
        • Appointment Report
      • Audit Reports
        • Login Audit
        • Security Audit
        • Audit Connect Reports
      • Billing Reports
        • Aging Analysis
          • Overview of the Aging Analysis
          • 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 Aging
          • Overview of the Practice Aging report
          • Accessing the Practice Aging report
          • Setting the Practice Aging Report Parameters
          • Understanding the Practice Aging Report Results
        • 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
        • 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
      • Choice Analytics
        • Overview of Choice Analytics
        • Billing Analytics
          • Overview of Billing Analytics
          • Accessing Billing Analytics
          • Billing Analytics Data Dictionary
          • Billing Analytics Examples
        • New Billing Analytics
          • Overview of New Billing Analytics
          • Building a New Report with New Billing Analytics
          • Connecting an Existing 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
        • 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
      • 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
      • 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 2022 Program
          • MIPS Eligibility
          • How to Apply for a MIPS 2022 COVID Exemption
          • MIPS Reporting - Individual vs. Group Reporting
          • Add a Clinician to the MIPS Dashboard
          • Edit a Clinician on the MIPS Dashboard
          • Delete a Clinician from the MIPS Dashboard
          • MIPS 2022 Quality Performance Category
          • Mingle Health Quality Data Extract File Contents
          • Setup Mingle Health/Registry Quality Data Extract Settings
          • Extract Mingle Health Quality Data
          • MIPS 2022 Improvement Activities Performance Category
          • MIPS 2022 Promoting Interoperability Performance Category
          • View Clinician Promoting Interoperability Scores
          • Conduct a Security Risk Analysis
          • Electronically Prescribe Medications
          • Query of Prescription Drug Monitoring Program (PDMP)
          • Provide Electronic Access
          • Referral Loops - Send Health Information
          • Referral Loops - Receive & Incorporate Health Information
          • Public Health and Clinical Data Exchange
          • ONC 2015 Edition CMS EHR Certification ID
          • How to Print MIPS Promoting Interoperability Report
          • Additional MIPS Resources
          • MIPS Promoting Interoperability FAQ's
        • 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
        • 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?
    • 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
      • 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
    • HealthWatch CCM
      • MDR-iSalus Integration
      • Patient Enrollment
      • Consenting
      • Care Coordination
      • CCM Billing
      • Accessing Your HealthWatch Patient Data
    • Intelligent Intake
      • What happens if I remove an item from my history template that exists on my Intelligent Intake questionnaire?
      • What happens if I remove an item from my encounter based template that exists on my Intelligent Intake questionnaire?
      • What happens if a remove a template from Intelligent Intake if that questionnaire has already been assigned to patients?
      • 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 to Contact Support
  • Interfaces & Features
    • AAOE Empower Interface
      • Overview of AAOE Empower Interface
      • Setting up the AAOE Integration
      • Appointment HL7 Interface to Trigger Outcome Surveys
    • AlertMD Integration
      • Overview of AlertMD Integration
      • Setup the AlertMD Integration
      • Using the AlertMD Integration
    • Automated Appointment Reminders
      • Overview of Automated Appointment Reminders
      • Setup the Automated Appointment Reminder Integration
      • Using the Automated Appointment Reminder Integration
    • 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
    • CoverMyMeds Integration
    • 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
    • Electronic Faxing Integration via UpDox
      • Overview of Electronic Faxing Integration
      • Setup the Electronic Faxing Integration with UpDox
      • Using the Electronic Faxing Integration with UpDox
    • Electronic Prescribing of Controlled Substances (EPCS) 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
    • InfoDive
      • Overview of InfoDive Integration
      • Setup the InfoDive Integration
      • Running a Validation report for InfoDive
    • 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
    • Prescription Drug Monitoring Program (PDMP) Integration
    • TOLMARsync Integration
      • Overview of TOLMARsync Integration
      • Setup the TOLMARsync Integration
      • Using the TOLMARsync Integration
    • Webservice Documentation
      • Access to Webservices
      • iSalusEMR.ProblemPatient
      • iSalusExternal.BillingExport
      • iSalusExternal.ExportClaimProcedures
      • iSalusExternal.ExportClaims
      • iSalusExternal.ExportDemographics
      • iSalusExternal.SaveAppointmentStatus
      • iSalusPatient.GetSetup
      • iSalusPatient.PatientList
      • iSalusPatient.UpdateSetup
      • iSalusPayers.GetPayer
      • iSalusRetrieve.GetRendering
      • iSalusSchedule.AppointmentList
      • iSalusSchedule.CancelAppointment
      • iSalusSchedule.CreateAppointment
      • iSalusSchedule.ScheduleList
      • iSalusTPS.GetSender
      • iSalusTPS.SetReceiver
      • iSalusTPS.SetSenderResponse
      • iSalusWindow.GetList
      • iSalusEMR.SaveVitals
      • iSalusCommunication.MailSend
      • iSalusExternal.GetPatientFilterData
  • Tools & Resources
    • Implementation Guide
      • Billing
        • Enrollments
      • Clinic (EMR)
        • EMR Customization
    • Choice Implementation Guide
      • Implementation Overview
      • Training
      • Feature Selection & Sign-Up
      • All Things Billing
      • IT Setup
    • Training and Customization
      • Template Customization
      • Electronic Prescriptions SCRIPT 2017071 Release Checklist
    • Invoicing
      • Provider License Summary
    • Billing Reference Tools
      • MSP Reasons
      • NDC Number Format Conversion
      • Place of Service Code Set
      • Type of Bill Code Set
    • Product Roadmap
      • Product Roadmap Information
    • Real World Testing
      • AllMeds Specialty EHR
        • AllMeds 2022 Real World Test Plan
        • AllMeds 2023 Real World Test Plan
      • OfficeEMR
        • iSalus Healthcare 2022 Real World Test Plan
        • iSalus Healthcare 2023 Real World Test Plan
  • Release Notes
    • Release 23.01 - February 2nd, 2023
    • 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 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 20.11 - Release December 15th, 2020
    • Release 20.10 - Release November 19th, 2020
    • OfficeEMR Mobile - Android v1.0.167 (167) - November 18th, 2020
    • OfficeEMR Mobile - iOS v5.7.0 - November 18th, 2020
    • Release 20.9 - Release November 5th, 2020
    • Release 20.8 - Release October 20th, 2020
    • Release 20.7 - Release October 1st, 2020
    • Release 20.6 - Release September 17th, 2020
    • Release 20.5 - Release September 3rd, 2020
    • Release 20.4 - Release August 20th, 2020
    • Release 20.3 - Release August 6th, 2020
    • Release 20.2 - Release July 23rd, 2020
    • OfficeEMR Mobile - iOS v 5.6.0 (136) - July 24th, 2020
    • OfficeEMR Mobile - Android v 1.0.153 (153) - July 24th, 2020
    • OfficeEMR Mobile - iOS v 5.5.5 - July 9th, 2020
    • OfficeEMR Mobile - Android v 1.0.146 (146) - July 9th, 2020
    • Release 20.1.13 - Patch Release July 1st, 2020
    • Release 20.1.12 - Patch Release June 25th, 2020
    • Release 20.1.11 - Patch Release June 18th, 2020
    • Release 20.1.10 - Patch Release June 11th, 2020
    • AnywhereCare - Android v. 1.3.3 - June, 20, 2020
    • Release 20.1.9 - Patch Release June 4th, 2020
    • OfficeEMR Mobile - Android v 1.0.137 - June 8th, 2020
    • Release 20.1.8 - Patch Release May 28th, 2020
    • Release 20.1.7 - Patch Release May 21st, 2020
    • AnywhereCare - Android v. 1.3.2 - May 25th, 2020
    • Release 20.1.6 - Patch Release May 19th 2020
    • AnywhereCare - IOS v 2.1.3 - May 19th, 2020
    • OfficeEMR Mobile - iOS v 5.5.4 - May 18th, 2020
    • Release 20.1.5 - Patch Release May 14th, 2020
    • Release 20.1.4 - Patch Release May 12th, 2020
    • OfficeEMR Mobile - Android v 1.0.135 - May 12th, 2020
    • Release 20.1.3 - Patch Release May 7th, 2020
    • Release 20.1.2 - Patch Release May 5th, 2020
    • Release 20.1.1 - Patch Release - May 4th, 2020
    • Release 20.1 - May 2020
    • AnywhereCare - Android v. 1.3.1 - April 2020
    • AnywhereCare - IOS v 2.1.2 - April 2020
    • Release 19.7.1 - February 1st, 2020
    • Release 19.7 - November 17th, 2019
    • Release 19.6.1 - November 3, 2019
    • Hot Fix: Paper Statement ID Problem and Solution
    • Release 19.6 - October 6, 2019
    • OfficeEMR Mobile September 4, 2019 Release Notes
    • Release 19.5
  • Company Announcements
    • Statements Overhaul Coming on May 20th, 2021
    • New MIPS Assist Program Launches May 25th, 2021
  • Support
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Interfaces & Features

AAOE Empower Interface

AlertMD Integration

Automated Appointment Reminders

Automated Statement Processing - Data Media

CoverMyMeds Integration

Credit Card Processing - PaySimple

Electronic Faxing Integration via UpDox

Electronic Prescribing of Controlled Substances (EPCS) Integration

HL7 Interfaces

InfoDive

OptimizeRx Prescription Coupons/Discounts Integration

Patient Surveys - Listen360

Prescription Adherence Integration with Dr. First

Prescription Drug Monitoring Program (PDMP) Integration

TOLMARsync Integration

Webservice Documentation

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