The following categories are divided by user roles within the practice. Users should understand the listed content, within their role, in order for a successful Go-Live.
This site is under construction and is being updated frequently. Check back for updates and new videos!
Training Overview
Front Office users generally will be trained using the iScheduler, eDocuments, and various areas of the My Task List. The following areas are expected to be understood in order for a successful Go-Live:
iScheduler Overview
- Add a New Patient: Video | Guide
- Users will learn how to add a new patient to the database.
- General Scheduling: Video | Guide
- Users will learn the best practices for scheduling an appointment within the system.
- Appointment Statuses: Video | Guide
- Users will understand how to navigate to the different appointment statuses within the appointment.
- Check-in: Video | Guide
- Users will learn how to check-in a patient appointment.
- Check-out: Video | Guide
- Users will learn how to check-out a patient appointment.
- iScheduler Toolbar Video | Guide
- Users will learn how to navigate the many functions available on the iScheduler Tool Bar.
- Resource view vs. Group: Video | Guide
- Users will learn how to use the various views in the schedule to display resource schedules.
- Comments and Alerts: Video | Guide
- Users will learn how to add new comments and pop-up alerts.
MyMedicalLocker Overview
- Connecting a Patient (Create & Connect): Video | Guide
- Users will learn how to create and connect a patient to the Patient Portal all at once.
- Connecting a Patient (Generate Connection Key): Video | Guide
- Users will learn how to provide a connection key to allow the patient to connect themselves to the Patient Portal.
- Intake Schedule (iPad process): Video | Guide
- Users will learn how to use an iPad to collect paperwork electronically, as part of the Intelligent Intake process.
- Reviewing the Intake Paperwork: Video | Guide
- Users will learn how to review the electronic paperwork within the system.
eDocuments Overview
- eFaxing: Video | Guide
- Users will learn how to electronically fax an eDocument from the system.
- eFaxing (Specifically Letters): Video | Guide
- Users will learn how to send a fax from the Letters chart tab.
- Scanning and Importing: Video | Guide
- Users will learn how to efficiently scan documents and import documents in the eDocuments portal.
- Assigning for Review: Video | Guide
- Users will learn how to send an eDocument to another user.
My Task List Overview
- Sending Communications: Video | Guide
- Users will learn how to send an inner-office message/task to other users.
- Communications List: Video | Guide
- Users will learn how to navigate the Communication inbox within the My Task List.
- Orders List: Video | Guide
- Users will learn how to use the My Task Orders to fulfill patient orders.
- Patient Portal: Video | Guide
- Users will learn how to navigate the many type of Patient Portal requests.
- Updox (Fax Inbox): Video (coming soon!) | Guide
- Users will learn how to manage incoming and outbound faxes when using an integrated fax number.
Reports
Training Overview
Ancillary Medical Staff will be trained on various areas of the EMR, the My Task List, and the eDocuments. The following areas are expected to be understood in order for a successful Go-Live:
EMR Overview
- EMR Overview: Video | Guide
- Users will receive an overview of the EMR portal.
- User Preferences (Summary Settings): Video | Guide
- Users will learn how to update the Summary Chart Tab display in the EMR.
- Vitals: Video | Guide
- Users will learn how to document new vitals signs and how to review previously record vital signs.
- Allergies: Video | Guide
- Users will learn how to add new allergies and manage existing allergies.
- History: Video | Guide
- Users will learn how to document the patient's Past Medical History, Family History, Social History, etc.
- HPI Templates: Video | Guide
- Users will learn how to use the History of Present Illness Chart Tab.
- ROS Templates: Video | Guide
- Users will learn how to use the Review of Systems Chart Tab.
- Documenting a Pharmacy/Reviewing Patient Preferred: Video | Guide
- Users will learn the best practices for documenting a patient's preferred pharmacy.
- Medications: Video | Guide
- Users will learn all aspects of reporting and prescribing medications.
- Orders: Video | Guide
- Users will learn how to place an order using the Order Entry chart tab.
- Superbill: Video | Guide
- Users will learn how to write and complete the Superbill.
- User Template Defaults: Video | Guide
- Users will learn how to create their own defaults to efficiently document in templated chart tabs.
- Reconciling Medications and Allergies (via Intake Paperwork): Video | Guide
- Users will learn how to use the reconciliation window to quickly review medications and allergies.
- Reviewing Template Intake Paperwork: Video (coming soon!) | Guide
- Users will learn how to review templated paperwork (History, ROS, etc) from the Intelligent Intake.
- Manually Entering Lab Results: Video | Guide
- Users will learn how to enter numeric lab results when an electronic interface is not available.
My Task List Overview
- Sending Communications: Video | Guide
- Users will learn how to document a phone encounter or send a communication with the system.
- Communications List: Video | Guide
- Users will learn how to manage their communication task list within the My Task List.
- Results Tasks: Video | Guide
- Users will learn how to review and manage lab results as well as add findings and activities.
- Superbill Tasks: Video | Guide
- Users will learn how to complete outstanding and/or missing Superbills.
- eDocuments Tasks: Video | Guide
- Users will learn how to review pending documents that require their attention.
- Prescription Refills: Video (coming soon!) | Guide
- Users will learn how to refill pharmacy-requested refills and medication changes.
- Fax UpDox: Video (coming soon!) | Guide
- Users will learn how to manage incoming and outbound faxes when using an integrated fax number.
eDocuments Overview
- eFaxing: Video | Guide
- Users will learn how to electronically fax an eDocument from the system.
- eFaxing (Specifically Letters): Video | Guide
- Users will learn how to send a fax from the Letters chart tab.
- Scanning and Importing: Video | Guide
- Users will learn how to efficiently scan documents and import documents in the eDocuments portal.
- Assigning for Review: Video | Guide
- Users will learn how to send an eDocument to another user.
Training Overview
Surgery Schedulers will be trained on various areas of the EMR, the My Task List, and the iScheduler. The following areas are expected to be understood in order for a successful Go-Live:
Surgery Workflow Overview
- Surgery Ordering Overview: Video | Guide
- Schedulers will learn how surgery orders are placed by using the Order Entry Chart Tab.
- Surgery Processing Overview: Video | Guide
- Schedulers will learn how to process and manage surgeries by using the My Task Orders List.
iScheduler Overview
- iScheduler Toolbar Video (coming soon!) | Guide
- Users will learn how to navigate the many functions available on the iScheduler Tool Bar.
- Resource view vs. Group: Video | Guide
- Users will learn how to use the various views in the schedule to display resource schedules.
- General Scheduling: Video | Guide
- Users will learn the best practices for scheduling an appointment within the system.
- Comments and Alerts: Video | Guide
- Users will learn how to add new comments and pop-up alerts.
Faxing Overview
- eFaxing: Video | Guide
- Users will learn how to electronically fax an eDocument from the system.
- eFaxing (Specifically Letters): Video | Guide
- Users will learn how to send a fax from the Letters chart tab.
- Updox (Fax Inbox): Video (coming soon!) | Guide
- Users will learn how to manage incoming and outbound faxes when using an integrated fax number.
Training Overview
Providers will be trained on various areas of the EMR, as well as the My Task List. Additional areas include telemedicine and mobile application training. The following areas are expected to be understood in order for a successful Go-Live:
EMR Overview
- EMR Overview: Video | Guide
- Providers will receive an overview of the EMR portal.
- EMR Office Schedule: Video | Guide
- Providers will learn how to setup and mange their Office Schedule.
- User Preferences (Summary Settings): Video | Guide
- Providers will learn how to update the Summary Chart Tab display in the EMR.
- Problem List: Video | Guide
- Providers will learn how to add, manage, and update the list of diagnosis codes for a patient.
- HPI Templates: Video | Guide
- Providers will learn how to use the History of Present Illness chart tab.
- Exam Templates: Video | Guide
- Providers will learn how to document the Physical Exam and other various in-office procedures (if applicable).
- ROS Templates: Video | Guide
- Providers will learn how to document the History of Present Illness or review the patient's responses to a previously completed ROS questionnaire.
- Treatment Plans: Video | Guide
- Providers will learn how to create a Treatment Plan for the encounter visit.
- Medications: Video | Guide
- Providers will learn all aspects of reporting and prescribing medications.
- Orders: Video | Guide
- Providers will learn how to place an order using the Order Entry chart tab.
- Superbill: Video | Guide
- Providers will learn how to write and complete the Superbill.
- SOAP Note: Video | Guide
- Providers will learn how to sign-off on a completed SOAP Note.
- User Template Defaults: Video | Guide
- Providers will learn how to create their own defaults to efficiently document in templated chart tabs.
- Copy a Progress Note: Video | Guide
- Providers will learn how to review previous notes, review the nurses notes, and copy a previous encounter.
My Task List Overview
- Sending Communications: Video | Guide
- Users will learn how to document a phone encounter or send a communication with the system.
- Communications List: Video | Guide
- Users will learn how to manage their communication task list within the My Task List.
- Results Tasks: Video | Guide
- Providers will learn how to view integrated lab results via the My Task List.
- Superbill Tasks: Video | Guide
- Providers will learn how to complete outstanding and/or missing Superbills.
- SOAP Note Tasks: Video | Guide
- Providers will learn how to complete outstanding and/or missing SOAP Notes.
- eDocuments Tasks: Video | Guide
- Providers will learn how to review pending documents that require their attention
Telehealth
- AnywhereCare Overview: Video | Guide
- Providers will learn how to setup their user account to use AnywhereCare, initiate a visit, and complete a visit.
Mobile Application
Training Overview
Administrative users will be trained to understand the User Setup, database setup, and general reporting tools. The following areas are expected to be understood in order for a successful Go-Live:
User Setup
- User Setup Overview: Video | Guide
- Users will learn how to create a new user in the database.
- Assign User to Letters: Video | Guide
- Administrators will learn how to grant user access to letters in the iScheduler, EMR, and Billing portals.
MyMedicalLocker Setup
- Intake Setup: Video | Guide
- Users will learn how to generate a new form and add various components to the form
iScheduler Setup
- iScheduler Day Setup: Video | Guide
- Users will learn how to build and manage custom schedules for the iScheduler.
Reports
- General Appointment Report: Video | Guide
- This report allows a user to create a custom report using patient appointments to display pertinent data
- My Task Counts: Video | Guide
- This reports gives an overview of outstanding Orders, Superbills, SOAP Notes, and eDocuments in a user's My Task List
- Security Audit: Video | Guide
- Users will learn how to review the security audit report to audit the level of user activity in the database
Training Overview
Billing users generally will be trained using the Billing portal of the system. The following areas are expected to be understood in order for a successful Go-Live:
Billing Overview
- Billing Dashboard Overview: Video | Guide
- Users will learn the billing dashboard layout and how to utilize it.
- Billing Toolbar Overview: Video | Guide
- Users will learn the Billing Toolbar.
- Billing Query Screen Overview: Video | Guide
- Users will learn the Billing Query screen layout and how to utilize it.
- Patient Creation from Billing portal: Video | Guide
- Users will learn how to create a patient from the Billing portal.
- Patient Creation from Claim Query: Video | Guide
- Users will learn how to create a patient from the Claim Query Screen.
- Claim Creation from Billing portal: Video | Guide
- Users will learn how to create a claim from the Billing portal.
Claims Submission
- Claims Search from Billing Query window: Video | Guide
- Users will learn how to utilize the Billing Query window to search for claims to review and batch.
- Claim Review and Edit: Video | Guide
- Users will learn how to review claims from the Billing Query window and makes changes as needed.
- Claim Authorization: Video | Guide
- Users will learn how to create an Authorization and attach it to a claim.
- Claims Batching Automated Set Up: Video | Guide
- Users will learn the automated claims batching setup.
- Claims Batching Manual: Video | Guide
- Users will learn how to batch claims for submission, both electronically and on paper.
- Claims Batch Review and Submission: Video | Guide
- Users will learn how to view and review batches they have created prior to submission.
- Review Claim Batches that have been Submitted: Video | Guide
- Users will learn how to search for batches that have been submitted, confirming its submission.
Manage Claims
- Correcting a claim: Changing a CPT code and resending a Claim: Video | Guide
- Users will learn how to change a CPT code and resend the claim to the payer.
- Rejected Claims: Video | Guide
- Users will learn how to review claims that have been sent to Rejected status.
- Denied Claims: Video | Guide
- Users will learn how to view Claims that have been marked Denied.
- Biller Defined Claim Status: Video | Guide
- Users will learn what Biller Defined claims status mean and can aid with workflow.
- Refund Claims: Video | Guide
- Users will learn what the Refund claims status means and how a claim will move to the Refund status.
- No Response After "x" days: Video | Guide
- Users will learn what the No Response After "x" days mean and how to work these.
Receipt Disbursement
- Receipts Screen Overview: Video | Guide
- Users will learn the layout and functions of the Receipt window.
- Receipt Detail Screen Overview: Video | Guide
- Users will learn the layout and functions of the Receipt Detail screen.
- Receipt Auto Posting Logic: Video | Guide
- Users will learn the default built in logic to how the system auto posts receipts.
- Posting Error Receipts: Video | Guide
- Users will learn how to work and post receipts that are in a error status.
- Additional Receipt Actions: Video | Guide
- Users will learn how to work and post receipts that are in a error status.
Payment Posting
- Deposit Screen Overview: Video | Guide
- Users will learn the layout and functions of the Deposit window.
- ERA Deposit Posting: Video | Guide
- Users will learn how to post ERA Deposits.
- EOB Deposit Posting: Video | Guide
- Users will learn how to post EOB Deposits.
- Statement Deposit Posting: Video | Guide
- Users will learn how to post Statement Deposits.
- Deposit Errors: Video | Guide
- Users will learn how to view and address Deposit Errors.
- Posting Screen Overview: Video | Guide
- Users will learn the layout and functions of the Posting window.
- Posting Errors: Video | Guide
- Users will learn how to view and address Posting Errors.
Statement Processing
- Statement Overview: Video | Guide
- Users will learn about statements and how they can be configured.
- Statement Configuration: Video | Guide
- Users will learn how to configure the database for statements.
- Statement Formats: Video | Guide
- Users will get to view and learn about the different statement formats to help with the setup.
- Ready to Send Screen Overview: Video | Guide
- Users will learn about the Ready to Send screen.
- Statement Details Overview: Video | Guide
- Users will learn about the Statement Details screen.
- Automatic Statements: Video | Guide
- Users will learn the automatic statement batching workflow.
- Hybrid Statements: Video | Guide
- Users will learn the hybrid statement batching workflow.
- Manual Statements: Video | Guide
- Users will learn the manual statement batching workflow.
- On Demand Statements: Video | Guide
- Users will learn how to get statements on demand.
- Batches Screen Overview: Video | Guide
- Users will learn about the Batches screen.
- Batch Details Screen: Video | Guide
- Users will learn about the Statement Batches screen.
Reports
- Practice Aging: Video | Guide
- Learn how to run the Practice Aging to see financial information split out across a series of months.
- Practice Summary: Video | Guide
- Learn how to run the Practice Summary to view Charges, Payments, and Adjustments over a specific time period. Additional report options inside can be used to track payment posting productivity.
- CARC Analysis: Video | Guide
- Learn how to run the CARC Analysis to analyze CARC/denial data in aggregate.
- Learn how to run the CARC Analysis to analyze CARC/denial data in aggregate.
- Charge Analysis: Video | Guide
- Learn how to run the Charge Analysis report to view Charges and Allowed amount over a specific time
- Payment Analysis: Video | Guide
- Learn how to run the Payment Analysis and track payments posted over a specific time period.
- Learn how to run the Payment Analysis and track payments posted over a specific time period.
- Receipt Analysis (Close of Day Reports): Video | Guide
- Learn how to run the end of day reports using the Receipt Analysis tool.
- Aging Analysis: Video | Guide
- Learn how to run the Aging Analysis report to view outstanding aged receivables.
- Refund Report: Video | Guide
- Learn how to run the Refund report to view patient and insurance credits. Allowing you to choose to reallocate the credit, refund the credit or simply carry it forward. See Moving Credits between Claims guide for reallocation of credit.
- Analytics Reports: Video | Guide
- Learn how to utilize the Analytics Reports feature. This feature is a monthly feature in addition to your contract.
- Rejection Analysis: Video | Guide
- Learn how to run the Rejection Analysis report to view common rejections and understand the impact these are having on your practice.
F.A.Q.
- Moving a Credit between Claims: Video | Guide
- Learn how move a credit between claims within a Patient's account.
- Add an NDC number to a Claim: Video | Guide
- Learn how to add a NDC number to a claim.
- Add an Note to a Claim (Box 19): Video | Guide
- Learn how to add a note to a claim.
- Adding/Changing a Guarantor: Video | Guide
- Learn how to add and or update a Guarantor on a Patient Setup.
- Adding/Changing a Responsible Party: Video | Guide
- Learn how to add and or update a Responsible Party on a Patient Setup.
- How do I fix the Statement Warnings in a Statement Batch?: Video | Guide
- Learn how to review/fix the Statement warnings in a Statement Batch.
- How do I adjust off Several Claims with Small Balances?: Video | Guide
- Learn how to use the Modify Claims Tool to Write off Small Balances.
- Learn how to use the Modify Claims Tool to Write off Small Balances.
- Searching for Claim Trace Number: Video | Guide
- Learn how to locate a Claim Trace Number and find the Claim in the Clearinghouse.
- Updating a Sliding Fee Schedule: Video | Guide
- Learn how to update an existing sliding fee scale.
