Julie R.

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  • List Manager

      The List Manager is where you will manage various options throughout your Database. To access, go to Administration area, then click on List Manager button. First, select the list you want to man...

  • Price List

      The Price list is a list of ALL CPT codes used in your clinic and how much your clinic charges for those services, supplements, supplies etc.   Every CPT code must have a dollar value. You are un...

  • ICD Codes

      Every database is provided with a library of ICD codes. ICD 10s are currently displayed but there are ICD9s in the Library as well. Several ICD Codes can be stacked in one button. *HOWEVER if yo...

  • Adding CPT Codes

      Your database comes preloaded with the CPT codes that you provided to support during the Onboarding process (if you opted out of that service then we will place in a default CPT button structure)...

  • Add Billing Entity

      This is where you will enter the providers NPI's, Tax Id's, etc., for billing insurance payers. A Billing Entity must be created for each person who will be billing services under their provider ...

  • Adding a New User and Allowing Privileges

      Anyone that will be using the software needs to have their own personal Username and Password.  This is what they will use to log into the EMR software. It is Extremely Important that a user only...

  • Care Plan (Template in Admin)

      Creating a care plan template will save you time when applying a Care Plan to a patient’s case. You can create one or as many as you like. each one can be tweaked to meet the needs of individual ...

  • Visit Alerts

      Admin, allows you to create and house Visit Alert Tracker Templates. You do not have to create a template. You can also create Visit Trackers in the patient case directly but, we suggest you cre...

  • New Clinic

      All clinic info should be housed here. Some clinics will have multiple clinics in this area. This is the only area to indicate a Clinic Tax percentage for products sold and the Clinic ID that is ...

  • Log off User

      The Log off User area of Admin, displays a list of ALL users logged into the software. If a user leaves for the day or steps away from his/her desk and forgot to log out, you can manually log the...