iSalus Healthcare
Table of Contents
Table of Contents
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Home
Glossary
Setup & Account Administration
Company Settings
Auto codify Problem List Codes to SNOMED
Procedure List for Vitals Timeline Wireframe Summary
Wireframe List for Vitals Timeline Wireframe Summary
CoPay receipts are applied to copay procedures
Skip auto-posting of Co-Pay receipts
Skip auto-posting of Coinsurance receipts
Skip auto-posting of Deductible receipts
Change Claim Status for Completed Procedures
Receipt Co-Pay applied to multiple procedures
Lab Result Via Collection Date
Update Company Settings
Open Dialysis Visits Chart Tab when Adding Visit
Run real time prescription benefit check (RxBC)
Company Setting: Auto Post ERA Delay
Company Setting: Create Deposit Credit Error
Company Setting: Credit Deposit Claim Status
Company Setting: Display Co-Pay on Printed Schedule
Company Setting: Resource View
Company Setting: Display Outstanding Balance on Printed Schedule
Company Settings: Full Contractual Adjustment Settings
Company Setting: Unsolicited Results Processor
Company Setting: Normal Results Processor
Company Setting: Abnormal Results Processor
Company Setting: Default Vitals units to English (vs. Metric) in the EMR
Company Setting: Maximum number days password is valid, (0=always)
Company Setting: Minimum password length
Company Setting: Most recently used password count
Company Setting: Automated Reminder Email Consent
Company Setting: Automated Reminder Text Consent
Company Setting: Automated Reminder Phone Consent
User Settings
Problem List Favorite Search Type
Problem List Favorite Search Days
Problem List Favorites Search Max Rows
Problem List Summary View
Search List Type
Procedure List for Vitals Timeline Wireframe Summary
Wireframe List for Vitals Timeline Wireframe Summary
Display detailed medication information in Summary
Vitals Summary Table View
Claim Search Time Period
Maximum claims per deposit page
Automated Dialysis Letter Template
Run real time prescription benefit check (RxBC)
Automated Fax Auto Send
Claim Search Time Period
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 Exam History
User Setting: Display Today's Extension 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: Timezone Zip Code
User Setting: Prompt for Dialysis Visit delivery mechanism
User Setup
Activate/Deactivate a User
Reset a user password
Modify Login Times for a User
User/Provider Connection
Add New User using Copy User
Obtain a DIRECT Email Address
Setup and Authenticate User DIRECT Email
Setup Two-Factor Authentication
Setup Codes and Fees
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
Setup the EMR
Orders
Setup Default Ordered By Setting
Telehealth Setup
AnywhereCare Consent
Templates
User Template Defaults
Setup Computers and Equipment
Clear Internet Explorer Cache
Group Policy (GPO) Settings for iSalus
Setup Billing
Credentials For Payers by Provider
Adding Paper Claim Settings to a Payer
Add a Payment Type
Add a Payment Method
ERA Claim Status
ERA Adjustment Reasons
ERA Payments
ERA PLB Amounts
CMS-1500 Form Settings
Schedule Setup
Appointment Types
Resources
Setup Dialysis Visit Notes
Build Dialysis Visit Note Templates
Assign Dialysis Note templates to the users
Configure Dialysis Modalites
Dialysis Visit Company Settings
Dialysis Visit User Settings
Workstation Configuration
Workstation Configuration
Integrations
PaySimple
Using iSalus
Scan
Open Patient in eDocuments
Navigate the Folders
Import a Document
Scanning in Files
Send a Document for Review
Move, Copy, Delete and Export a Document
Printing an eDocument
Fax a Document
Add Patient Education
Save as Faxable
Chart
Toolbar
Patient Name and Demographics Hover
Patient Search
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
Review of Systems (ROS)
Add a new ROS
Edit an Existing ROS
Copy an ROS from a Previous Encounter
Prescriptions
Electronic Prescriptions
Refill a Medication
PDMP
PDMP Integration Setup
Run a PDMP Report
Problem List
Problem List Overview
Add a New Problem
Remove a Problem
Create an Assessment using the Problem List
View the Problem List History
SOAP Notes
Add Data Trends to Note
Error Out a Signed Encounter Note
Append a Signed Note
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
Lab Results
Manually Enter Lab Results (Summary Timeline)
Trickle Import Labs and Documents Manually
Manually Enter Lab Results (eDocuments)
Document With User Template Defaults
Bill
Receipts
Collecting a Patient Payment/ Adding a Receipt
Receipt Posting Automation Logic
Receipt Posting Settings and Customization
Work Error Receipts Daily
Receipt Search Window
Receipts Management Window
Receipt Reconciliation Options
Import Receipts
Turn off Auto Receipt Posting
Billing Query
Claim Details/Edits
Adding a Note to a Claim
Copy an Existing Claim
MSP Reasons
Add an NDC Number to a Claim
Fixing an Inactive Procedure Validation Error
Modifying Multiple Claims
Refunds/Credits
Apply a Refund to a Claim Credit Balance
Using the Refund Maintenance Tool
Move a Claim Credit between Claims
Claim Submission
Claim Submission History
Changing a CPT Code & Resending a Claim
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)
Payment Posting
General Information
Payment Posting Summary
Payment Posting Customization
General Workflow
ERA Workflow
EOB Workflow
Statement Check Workflow
Deposits Screen
Purpose
What does it show?
How does information get here?
Search for a Deposit
Change Display Settings
Open/View a Deposit
Deposit Management
New Deposit
Edit Deposit Details
Add a Claim to a Deposit
Edit Claim Details in a Deposit
Send a Deposit to be Posted
Reset or Remove a Deposit
Ignore a deposit
Deposits - Manager Priorities
Deposits - Poster - Day to Day Process
Link a paper EOB to a Deposit
Importing Patient Payments
Posting Screen
Purpose
What does it show?
How does information get here?
Search for a Posting
Change Display Settings
Open/View a Posting
Resolving Posting Errors
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
Missing Procedures
Procedure Errors
Deposit Conversion Error
Missing Payment Type
Procedure Code Conflict
Payments (Legacy)
Posting an Insurance Interest Payment
ERA Amount Reporting
Deposit Reporting Summary
Sending to Deposit Reporting
Viewing Deposit Reporting
Reviewing Posting Details
Accessing Posting Details
Deposit Posting Details
Deposit Claim Posting Details
Patient Collections
View Patient Transaction History
Billing Letters
Print a Billing Letter
Eligibility
Batch Eligibility - My Task Flow
Manage My Tasks
Results
My Tasks Results Overview
Result Queues
Result Lists
Results Work Area
Entering Findings
Report
Audit Reports
Security Audit
Login Audit
Billing Reports
Receipt Analysis
Payment Analysis
Practice Summary
Aging Analysis
Charge Analysis
Deposit Date vs Deposit Post Date
Practice Aging
CARC Analysis
Immunization Reporting
Immunization Registry Setup
Immunization Export Report
Evaluated Immunization History and Immunization Forecast
MIPS Dashboard
MIPS PY 2020 Eligibility
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 2019 Quality Performance Category
Mingle Health Quality Data Extract File Contents
Setup Mingle Health/Registry Quality Data Extract Settings
Extract Mingle Health Quality Data
MIPS 2020 Improvement Activities Performance Category
MIPS 2020 Promoting Interoperability Performance Category
View Clinician Promoting Interoperability Scores
Conduct a Security Risk Analysis
Electronically Prescribe Medications
Query of Prescription Drug Monitoring Program (PDMP)
Verify Opioid Treatment Agreement
Provide Electronic Access
Referral Loops - Send Health Information
Referral Loops - Receive & Incorporate Health Information
Public Health and Clinical Data Exchange
Additional MIPS Resources
MIPS PY 2019 Eligibility
MIPS 2019 Improvement Activities Performance Category
MIPS 2019 Promoting Interoperability Performance Category
Report 2019 MIPS Data and Scores to Mingle Health
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
CQMsolutions Quality Reporting
Setup CQMsolutions Quality Reporting
Login to CQMsolutions
Create Quality Report
View Quality Report Details
Export Quality Report for Submission
Syndromic Surveillance Reporting
Setup the Syndromic Surveillance Reports
Export Syndromic Surveillance Reports
Data Export
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
Run the Data Export
Summary of Care
Scheduled Summary of Care Exports
EMR Reports
Print Management
My Task Counts
Orders Advanced Search
Appointment Reports
Appointment Reports
Analytic Reports (Cube)
Analytic Reporting Basics
Billing Analytics Report
Scheduling Analytics Report
Dialysis Reports
New Patient Reports
Business Unit
Overview
Setup
Logic
Example
Reporting
Connect Reports
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
Telehealth Only Database
Setup Telehealth
Start a Telehealth Visit
Conduct the Telehealth Visit
Complete the Telehealth Visit
Telehealth Visit (Patient Perspective - iOS/Android Required)
FAQs & Troubleshooting
Billing
Payment Posting
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?
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
Clinical / EMR
General
Resolving PDF Printing Issues after Windows 10 Update to build 2004 using Internet Explorer
2021 EM Coding Guidelines - Our Plan
Medications
Electronic Prescriptions FAQ
Dragon Dictation
Troubleshooting Dragon
Certification and Versions
View Current Software Version
ONC Certification ID
MyMedicalLocker
Patient is not receiving MyMedicalLocker token when initiating a password reset to email
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?
HealthWatch CCM
Patient Enrollment
Consenting
Care Coordination
CCM Billing
Accessing Your HealthWatch Patient Data
Interfaces & Customizations
Webservice Documentation
Access to Webservices
iSalusTPS.SetReceiver
iSalusTPS.GetSender
iSalusTPS.SetSenderResponse
iSalusPatient.GetSetup
iSalusPatient.UpdateSetup
iSalusRetrieve.GetRendering
iSalusPayers.GetPayer
iSalusPatient.PatientList
iSalusEMR.ProblemPatient
iSalusSchedule.ScheduleList
iSalusSchedule.CreateAppointment
iSalusSchedule.CancelAppointment
iSalusWindow.GetList
iSalusExternal.SaveAppointmentStatus
AAOE Empower Interface
Overview of AAOE Empower Interface
Setting up the AAOE Integration
Appointment HL7 Interface to Trigger Outcome Surveys
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 -
OptimizeRx
Overview of OptimizeRx Integration
Setting up the OptimizeRx Integration
Sending Coupons to Patient/Pharmacy via OptimizeRx Integration
CoverMyMeds
Overview of CoverMyMeds Integration
Setting up the CoverMyMeds Integration
Using the CoverMyMeds Real Time Benefit Check (RxBC)
IdenTrust - Electronic Prescribing of Controlled Substances (EPCS)
Overview of the IdenTrust (EPCS) Integration
Register for a EPCS Token from IdenTrust
Setup an IdenTrust Token for EPCS
Renewal of an EPCS Token
InfoDive
Overview of InfoDive Integration
Setup the InfoDive Integration
Running a Validation report for InfoDive
AlertMD Integration
Overview of AlertMD Integration
Setup the AlertMD Integration
Using the AlertMD Integration
Automated Appointment Reminders
Overview of Automated Appointment Reminders
Setup the Automated Appointment Reminder Integration
Using the Automated Appointment Reminder Integration
Tools & Resources
Implementation Guide
Billing
Enrollments
Clinic (EMR)
EMR Customization
Choice Implementation Guide
Implementation Overview
Training
Feature Selection & Sign-Up
All Things Billing
IT Setup
Interfaces
NDC Number Format Conversion
Type of Bill Code Set
Place of Service Code Set
Training and Customization
Template Customization
Invoicing
Provider License Summary
Release Notes
Release 20.10 - Release November 19th, 2020
OfficeEMR Mobile - Android v 1.0.167 (167) - November 18th, 2020
New
OfficeEMR Mobile - iOS v 5.7.0 - November 18th, 2020
New
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
OfficeEMR Mobile
Dialysis Rounds
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
Mobile Charts
Photos
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