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EHR User Guides

Welcome to our comprehensive user guides for Practice EHR! Here, you'll find detailed instructions and helpful tips for navigating and mastering each module of our EHR system. Our user guides are designed to help you make the most of Practice EHR. Explore now to improve your practice's efficiency and performance.

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What's on My Home Screen

What's on My Home Screen - Part 1

This is Practice EHR's home screen, which provides a holistic view of your practice’s performance. Once you have registered with Practice EHR and successfully logged in, you will see this screen on your display.

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What's on My Home Screen - Part 2

This is the home screen of Practice EHR, offering a comprehensive view of your practice's performance. The dashboard, a navigation panel, contains various sections that may vary depending on the practice's subscription plan.

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How to Add or Search a Patient?

The Patient module offers extensive information related to a patient’s clinical and financial information. A user can add, view, and edit general and visit-specific patient information through the Patient module. Learn How to Add or Search a Patient!

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What is a Patient Chart?

The patient chart allows the user to quickly access crucial patient information like insurance details, next appointment status, preferred pharmacy, vital signs, etc. In short, the patient chart offers a quick overview of a patient’s clinical and financial situation.

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What's in the Financial & Demographics Section?

The financial tab in the patient module gives an overview of a patient’s financial records like pending amounts for the plan or patient, last payment date, payment history & financial visits. The demographic tab contains patient information in two main sections: Patient Demographic and Extra Info.

What's in the Insurance & Document Section?

What's in the Insurance & Document Section?

This tab within the Patient module contains patient information related to a patient’s insurance plans, while the documents tab contains all documents generated in and faxed, scanned, or imported into Practice EHR.

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How do the Messages and Lab Sections work?

The Messages tab within the Patient module allows the practice to securely document conversations related to a specific patient, while the lab tab records imaging and lab results, physical therapy and even consults.

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How Does the Medication Section Work?

The Medication tab of the Patient module serves two main functions: ordering medication, reviewing current medications and adding any data related to allergies.

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What's in the General Reports Section?

The Reports module is an extensive library that tracks and stores all the data exported from or imported into Practice EHR. Specific reports can be generated using the General Reports module.

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What's in the Clinical Reports Section?

The Reports module is an extensive library that tracks and stores all the data exported from or imported into Practice EHR. Specific reports can be generated using the Clinical Reports module.

How to Create a New Schedule or Provider's Slot and Booking An Appointment?

Creating a New Schedule or Provider's Slot and Booking An Appointment!

The Scheduling module allows the user to create slots for a provider within the practice and book or schedule appointments for the patient against the available slots at a specific time on a particular day.

How Calendar & Search Tab Work?

How Calendar & Search Tab Work?

The Calendar tab provides access to created slots or scheduled appointments for a specific day. The search tab facilitates filters to access specific slots for the required action.

How Scheduling a Day Sheet, Waitlist and Schedule Tab Work?

How Scheduling a Day Sheet, Waitlist and Schedule Tab Work?

The Scheduling Day Sheet is where all information related to patient appointments is reported. The Wait List tab is used alongside the patient portal. The Schedule tab is used to set up a master schedule or slots at the beginning of the scheduling process.

Working on the Administration Section in the Setup Module!

How the Administration Section in the Setup Module Works!

The Administration section in the Setup module includes various tools for managing and customizing the practice's environment based on specific needs.

How the Profile Section in the Setup Module Works!

How the Profile Section in the Setup Module Works!

The Profiles section of the Setup module allows the user to access some important features to customize the profile according to the practices' requirements.

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Billing Module Dashboard & Charge Listing

The Billing module manages claim submission and follow-up processes essential to a medical practice's financial health. Users can use it to submit or review pending claims and follow up with patients or insurance plans as needed.

Billing Module Guides

Claim Editing & Payment Billing Module

The Billing module deals with the claim submission and follow-up processes that are essential to a medical practice’s financial health. The user can access the Billing module to submit or review any pending claims and follow up with the patient or the plan if necessary.

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Plan & Patient Follow-Up Billing Module

The Plan Follow-Up tab in the Billing module lists insurance claims over 30 days old, including denied, underpaid, or incorrectly processed claims. The Patient Follow-Up tab lists outstanding patient balances over 30 days old.

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How to Submit a Claim & Do Billing Activities

How to Submit a Claim to the Payer in Practice EHR involves many steps & How to Perform To-Do Billing Activities that Require User Action.

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MACRA Simplified: 3 Steps to Understanding the Quality Payment Program

Learn more about MACRA—a government-mandated quality payment program (QPP) that establishes a new payment system for clinicians who treat Medicare patients.

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5 Steps to Improving the Physician-Patient Relationship with Technology

Download our FREE eBook to improve your overall physician-patient relationship through the use of technology.

READY TO GET STARTED?

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