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