Advanced Configurations

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 X 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