Who Made Changes to the Patient Data and When You can view changes made to your data: displaying the user name, what was changed, and what it was changed to. The Change Log is available from: Patient Dashboard Encounter Dashboard Appointments screen ...
As charges are created in your Clinical Documentation, the clinical terminology may need to be mapped to the correct items in the Billing Libraries. This may occur frequently after initially going live on the System, but should taper off quickly ...
If a Mapping is no longer needed, it can be deleted. Be careful when deleting a mapping, and do not delete one unless you are sure. Delete a Mapping From Interface on the Left Side Menu, select the Incoming Mapping button. Choose the Interface from ...
Appointment Mapping For Conversions This only applies if you are importing Appointments from your old PM. Tools needed Appointment Mapping Spreadsheet Your new PM Schedule Setup To import Appointments from your legacy PM to your new PM correctly, it ...
In order to import Insurance Policies from an old PM correctly, it is necessary to map Insurance IDs from the previous System to the equivalent in the new PM. Tools needed: Insurance Mapping CSV file (spreadsheet) PM Insurance Library Map the ...