I1. Charges By POS By Provider Report

Description The I1 report lists the place of service and the total billed by the Provider for each place of service. Significance 1. The report shows the charge split-up of each provider among the POSs. 2. The column-wise totals at the bottom of the report gives the total charges billed by each provider at all […]

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K2. Incomplete Patient Records Report

Description Incomplete Patient Records Report provides a list of all patients whose records are incomplete in the system. Significance This report aids in tracking patients with appointments in the given date range having incomplete record in the system. Incomplete records are those wherein Patient Demographics shows ‘Patient Info Incomplete’ warning. The report has the appointment […]

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ORM Workflow and Management

The following explains the steps in sending the survey questionnaire to the intended patients. 1. Login to Practice Management System. 2. Select Report Central from the left menu and on the Reports tab of the opening page, click on A1. Appointment Schedule Report. This opens the Appointment Schedule Report tab where appropriate search parameters are […]

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ORM Redressal Survey Questionnaire Configuration

ORM Redressal Survey questionnaire configuration is done from the EHR Admin page. The following explains the steps in configuring a redressal survey and preparing the survey questions. 1. Login to Practice Management system. 2. Select EHR Advanced from the main menu and select EHR Admin. 3. Click on the  on the top right of the […]

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ORM Survey Questionnaire Configuration

ORM Survey questionnaire configuration is done from the EHR Admin page. The following explains the steps in configuring a survey and preparing the survey questions. 1. Login to Practice Management software. 2. Select EHR Advanced from the main menu and select EHR Admin. 3. Click on the  button on the top right of the EHR […]

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ORM Workflow in Patient Portal

Here are the steps patients have to follow to complete the survey at the patient portal. 1. Log in to the patient portal using patient login credentials. 2. If there is a survey pending for the patient, a pop-up alert will be shown on the portal home page, as shown in Image 1. Image 1 […]

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ORM Set Up

The initial set up of ORM like the auth mail ID, auth Mail password, SMTP host, etc., can be done in the Survey tab in the Appointment Notification/Reminder Set up page. The below-given steps explain the way to set up ORM. 1. Login to Practice  Management software. 2. Select Advanced Setup module from the main […]

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Introduction to Online Review Management(ORM)

Our Practice Management system has a very important module known as Online Review Management that would help you in seeking the feedback and suggestions of your existing patients and rate yourselves online. This rating can help you in boosting your revenue. Today, more and more physician revenue is tied to online ratings. 84% of patients use […]

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K3. Patient Clinical Analysis Report

Description K3 report can be used to retrieve CCDA and other patient documents. Significance 1. K3. Patient Clinical Analysis Report has been updated to comply with 170.315(b)(10) Electronic Health Information Export (Cures) criteria. To view the publicly accessible hyperlink of the export’s format, click here. 2. To export patient-specific C-CDAs and documents, a patient smart […]

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K4. Lab Order/Result Detailed Report

Description K4 report provides details on the lab orders sent from PracticeSuite and the related results obtained. Significance Direct Export to Excel option provided. Utility 1. K4 report can be used to obtain a list of all patients whose lab results are not yet ready. 2. It can be used to find out the status […]

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