Advanced Configurations

Patient Chart
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    Other Sections
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      Configure Forms Options

      Click Settings System Configurations > expand Summary > click Templates

      • Template: selects the template to include
      • Section: selects where to include the template
      • FillOption: chooses how to fill the template when opened from the selected section (see picture)

      Configure Diagnosis Options

      1. Click Settings System Configurations > expand Patient > expand ICD9 click Diagnosis
      • PatientDiagnosis Diagnosis: enter the diagnosis name
       

      Configure CPT Options

      1. Click Settings System Configurations > expand Patient expand CPT > click Procedure
      • PatientCPT Procedure: enter the procedure name
       

      Configure Document Folders

      1. Click Settings System Configurations > expand PatientChart > expand Document > click Folders
      • Folder Name: enter the folder name
      • SortSeq: enter the sequence with which to sort the folders
      • Default: selects the folder in which to save unsorted documents

      Configure Scanned Document Sorting

      1. Click Settings System Configurations > expand PatientChart > expand Document > click Preset
      • Document Name: enter the name of the document to be sorted
      • Folder: selects the folder in which to save the sorted documents

      Configure Template Sorting

      Click Settings System Configurations > expand PatientChart > expand Document > click Grouping

      Notes:

      The system will search for user specified keys and move templates matching that key to the specified folder. The key must be set between two asterisks (e.g. *key-word*).

      • Key Pattern: some set of letters or numbers
      • Key Word: some word 
      • Key Phrase: some set of words

      • Template Name: enter the key pattern, word or phrase to sort the templates against 
      • Folder: selects the folder in which to save the sorted templates

      Configure Chart Summary Sections

      1. Click Settings System Configurations > expand Customization > expand Summary > click Sections
      • Section Name: selects the section in which to include in the patient summary
      • Order: enter the sequence with which to sort the folders

      Configure Summary Template Panel

      1. Click Settings System Configurations > expand PatientChart > expand Summary> click Templates
      • Template: selects the template to include in the patient summary
      • Section: selects the section in which to include the template
      • FillOption: selects the default behavior of the template (see picture)

      Configure Timeline Tabs

      1. Click Settings System Configurations > expand PatientChart > expand Timeline > click Tabs
      • Name: enter the name of the patient timeline tab
      • SortSeq: enter the sequence with which to sort the folders

      Configure PostNote Options

      1. Click Settings System Configurations > expand PatientChart > expand PostNote > click Listing
      • Name: enter the name of the PostNote
      • Content: enter the options for each PostNote section

      Patient Portal

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        Configure

        • Patient Portal Email:
        • Support:
        • Theme:
        • Heading Color:
        • Email Footer:
        • Send Disclaimer:
        • Email Notification:

        Dictionary

        Forms

        Message

        • Forms:
          • test
        • Subject:
          • test
        • To:
          •  test
          •  
        • To2:
          • test

        Roles

        Schedule

        Theme

        Timeline > Tabs

        View Chart

        Patient Kiosk

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          Opt Out Photo

          1. Click Settings > click System Configurations > expand KioskApp > click Configuration
          • Skip Kiosk Camera: allows clients to opt-out of a photo
           

          Change Schedule Status

          Schedule

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            Set Schedule Availability
            1. Click Settings Schedule Availability (see picture)
            2. Select the correct Provider and Facility from their respective drop-down menus select whether the provider will be In or Out
            3. Select the correct dates and times with the schedule
            4. Click the to save and close
            Set Color Coding Rules
            1. Click Settings System Configurations expand Schedule > click ColorCoding
            2. Click the add button to create a new entry enter the new color coding rule’s details
            3. Click the Save button
            • Pattern: enter the keyword or phrase to associate with the color
            • Match on: selects the item to match to the pattern
            • Schedule Highlight: selects the color to associate with the keyword or phrase
            Configure Schedule Tabs
            1. Click Settings System Configurations expand Schedule > click Tab
            2. Click the add button to create a new entry > enter the new tab’s details
            3. Click the Save button

            • Tab Name: enter the name of the tab
            • User: selects which user’s schedule to display in that tab
            • Order: enter the order of the tabs (0 = leftmost)
            Configure Schedule Groups
            1. Click Settings System Configurations expand Schedule > click Group
            2. Click the add button to create a new entry > enter the new group’s details
            3. Click the Save button

            • Tab Name: enter the name of the previously configured schedule tab
            • GroupName: enter the name of the schedule group (i.e. all tabs with the same group name will be shown under that schedule group)
            Configure Provider Notes
            1. Click Settings System Configurations expand Schedule > click ProviderNote
            2. Click the add button to create a new entry > enter the new note’s details
            3. Click the Save button

            • Tab Name:  name of note
             
            Configure Patient Timeline
            1. Click Settings System Configurations expand Schedule > click PatientTimeline
            2. Click the add button to add Patient Timeline sections to the schedule’s “Patient Info” drop-down menu (see picture)
            Configure Appointment Subject Options
            1. Click Settings System Configurations expand Schedule > click Subject
            2. Click the add button to add subjects and the associated durations
            Configure Appointment Duration Options
            1. Click Settings System Configurations expand Schedule > click Configuration
            • TimeSlot: sets the appointment duration value in minutes
            • StartHour: sets the schedule start time on a 24-hour clock (recommend 2 hour before office open)
            • EndHour: sets the schedule end time on a 24-hour clock (recommend 2 hour after office close)
            • MobileLayout: sets which schedule elements are displayed in the Mobile EMR
            Configure Appointment Reason Options
            1. Click Settings System Configurations expand Schedule > click Reason
            2. Click the add button to add reasons
            Configure Appointment Facility Options
            1. Click Settings System Configurations > expand Schedule click Facility
            2. Click the add button to add facilities
            Configure Appointment Status Options
            1. Click Settings System Configurations expand Schedule click Status
            2. Click the add button to add statuses