Customizing EHR allows you to choose what to display in the Exam, Daily Visit, and Treatment Plan portions of the software. Removing tests and tools you don't use regularly makes it easier to select from those you do, which speeds up your use on a daily basis. If you need a less frequently used test or tool, it's easily found with a search. The System Setup menu item in the Doctor Setup menu includes the Audit Log.
History/Exam
Outcome Assessments
Use this grid to assign Outcome Assessment questions to complaint regions. This determines which questions appear for patients during check in. Only ONE test per region.
Body Regions
Click on a region of the diagram to display defaults for that region
Orthopedic Tests
Palps and Obs
Range of Motion
X-ray Series
Diagnosis Favorites
Diagnosis Favorites are User Specific
Create a list of diagnosis codes you use frequently. Use the Search All Diagnosis box for a specific code or use the Wizard to walk you through the selection.
Under Ungrouped section you can right click and Add to a Group
Select a Group already Created or click Add New Group at the bottom
Click Add New Group
Once Added you will see the Group Listed below
Searching a Diagnosis Code
Choose the Group or click Add New Group at the bottom
In the Doctor Note the Diagnosis Groups will show like below
Click the + sign to see the DX codes attached to that Group
Click Pencil to Edit or trash can to remove
Treatment
Treatment Plan Setup
Templates
Treatment Plan Frequencies
Review and modify Stage of Care statements. Items in brackets [hisher], [TitleLast] are place holders that will be populated with the appropriate patient information when the report is created.
Do not make changes to the bracketed elements. When the note is created, these placeholders are replaced with the specific patient's information
Below the text boxes are two options:
- Use detailed descriptions of exercise protocols on treatment plan report - Check this if you want each exercise listed separately in the report. Otherwise, the statement is more generalized about doing therapeutic exercises
- Include expected times for modalities and exercises on treatment plan report - Check this if you want expected times shown on the plan
Treatment Plan Details - https://help.healthcoretech.com/a/1263055-treatment-plan-details
Select the Other Treatment Plans List and you can click +Add New or click the trash can to delete from the list.
Inside of the Doctor Note if you are doing a New Treatment Plan or Updating you can also find in the Goals, Exercise Goals, Complicating Factors, Medical Necessity, Referrals, Restrictions a setup button that will take you to the settings as well.
Clicking on Setup in Doctor section
Chiropractic Techniques
CPT codes have to match what is under the Product and Services and Fee Schedule to pull into the Doctor Superbill correctly!
For more details on Products and Services - https://help.healthcoretech.com/a/1497802-products-and-services
Treatment Plan Modalities & Exercises - https://help.healthcoretech.com/a/1262024-treatment-plan-modalities-exercises?token=0Oabmz8ulMYB-KrkibRKygyxwsaFMn4q
Exercises
Exercises are organized into protocols, making it easy to select groups of exercises for a treatment plan. The first tab in the Exercises setup menu is for protocols.
For more details on setting up exercises - https://help.healthcoretech.com/a/1261472-exercise-setup
Exercises with the picture icon include photo instructions for performing the exercise
Modalities
CPT codes have to match what is under the Product and Services and Fee Schedule to pull into the Doctor Superbill correctly!
For more info on Products and Services - https://help.healthcoretech.com/a/1497802-products-and-services
Daily Visit Settings
Daily Visit Settings control various elements of the visit.
Click Save at the top to Save changes made in the Daily Visit Settings
The top portion of the General tab includes instructions for the patient's experience during check in.
- For RA visit type prompt new complaint history or days since last vist
- Include the question about new injuries during check in
- Choose if Active Patients should get Daily Visit Questions and set the frequency for the Subjective Progress Report, which includes outcome assessment questions
- Choose if Wellness Patient should get Daily Visit Questions and set the frequency for the Subjective Progress Report
- Next Visit Date visit codes allows you to specify which visit types display for the next appointment date. Leave blank for all appointment types
- Check Auto filter Super Bill items by patient fee schedule if you want the Super Bill information to come directly from the patient's fee schedule
- Choose this if you want the software to automatically point the first four diagnosis codes - You can change the pointers in each Super Bill
- Check this to show CPT codes
- Choose to always bypass the Therapy Log or, if a patient has therapy, send to Therapy when the patient is finished with treatment
Copy Previous Visit Data
This feature allows each provider to select which elements from a previous visit are copied into the current visit.
Progress Exam and Reactivations tab you can choose from drop down Do Not Import, Last Exam, and Last Visit.
Visit Types
Click Save at the top to Save all changes made.
System Setup
Settings Password
Audit Log
Documentation
We have a great visit summary that allows you to do what is needed for documentation purposes to bill insurance. There are some Doctors that do things a little different. You will now have the ability to add custom exams or add custom verbiage to your documentation. See the Custom Documentation for more details.
