Advanced Configurations (Cont’d)

Messaging & Tasks

Add a header to begin generating the table of contents
Other Sections

Add a header to begin generating the table of contents

View User Messages

1. Click Messages
2. Click the drop-down beside the current user’s name > click the correct user to view that user’s messages

Configure Routing Rules

1. Click Settings > click System Configurations > expand Message > click Configuration

• Action: enter the action witch which to route a message
• Value: enter where to route a message for a specific action

Configure Color Rules

1. Click Settings > click System Configurations > expand Message > click ColorCode

• Matching Phrase: enter the keyword or phrase to associate with the color
• Match To: select which field of a message to match to the matching phrase
• Color: select the color to associate with the keyword or phrase

Configure Subject Options

1. Click Settings > click System Configurations > expand Message > click Subject

• Subject: enter the name of the option

 

Contacts

Add a header to begin generating the table of contents

Configure Categories

1. Click Settings > click System Configurations > expand Contact > click Category
2. Click the + button to add an entry > enter the Contact Category and Data Type

• Contact Category: the name of the contact category

 

Configure Custom Fields

1. Click Settings > click System Configurations > expand Contact > click Custom Fields
2. Click the + button to add an entry > enter the Field Name

• Field Name: the name of the custom field

 

Configure Groups

1. Click Settings > click System Configurations > expand Contact > click Group
2. Click the + button to add an entry > enter the Contact Group and Data Type

• Contact Group: the name of the contact group

 

Configure Status

1. Click Settings > click System Configurations > expand Contact > click Group
2. Click the + button to add an entry > enter the Contact Status and Data Type

 

 

• Contact Status: the name of the contact status

Templates

Add a header to begin generating the table of contents

Configure SOAP Sections

1. Click Settings > System Configurations > expand PatientChart > click SOAP Template

1. Click Settings > System Configurations > expand PatientChart > click SOAP Template

 

Configure Chart Template Panel

1. Click Settings > System Configurations > expand PatientChart > expand Summary > click Templates

• Template: selects which template to include in the patient chart
• Section: selects within which tab to include the template
• FillOption: selects the default behavior of the template when opened
  • Automatically start filling: automatically begins filling the template when opened
  • Automatically fill with default: automatically fills the template with the default selection for each macro when opened
  • Print after finish: automatically prints the template after it is filled
  • Automatically save note after finish: automatically saves the template after it is filled
  • Automatically exit after finish: automatically closes the template after it is filled

Billing

Add a header to begin generating the table of contents

Configuration Billing Information

1. Click Settings > System Configurations > expand Billing > click Configuration
   
2. Enter the necessary billing information (e.g. PracticeName, PracticeAddress, CheckRT, ChechAcct, etc.)
3. Click the Save button

Configuration Superbill Templates

1. Click Settings > System Configurations > expand PatientChart > click Superbill
   
2. Click the add button to add items to the Superbill template
3. Click the Save button

• Name: Use the following naming schemes:
  • For procedure (CPT) codes use ‘template-name.cpt.section-name’
  • For diagnosis (ICD) codes ‘template-name.dx.section-name’
• Code: Search for the correct procedure or diagnosis codes
  • Or enter them manually