2Advanced Configurations

Advanced Configurations (Cont’d)

Messaging & Tasks

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    Other Sections

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      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

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        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

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          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

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            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