Navigate Dashboard

Navigate Toolbar

1. The Platform, Clinical, Billing, Engage, and Reporting module icons display on the left of the top navigation bar.
   • An icon displays in color when a module is active on the practice account, or shows grayed out if inactive. Modules subscriptions are provider based. If your practice has multiple providers, an icon may display in color for all users once a module is activated for a single provider. However, the module features will only be available to the subscribing provider.
     Note: The Reporting icon is only accessible for users with a System Administrator role.
   • Hover over an icon to view module functions and navigate to other sections in the system.
2. Displays the name of the practice.
3. Use the top search box to quickly find a patient record.
4. Hover over the clock icon to view the last six patients accessed.
5. Click the envelope icon to access the Message Center.
6. Click the help icon to access the Help Center in-app to search and view help articles.
7. Hover over the User icon to view user name and Account ID, access settings, connect to the Solution Center, or sign out of the system.
   Note: Users are logged out after 15 minutes of inactivity. 

Navigate Dashboard

1. Calendar: Click to navigate to a specific date.
2. New Appointment: Click to open the Calendar and schedule an appointment. The Calendar will open to the date selected from the calendar above.
3. Check Eligibility for All: Click to check primary insurance eligibility for all patients scheduled that day (Billing subscribers only).
4. Print: Click the drop-down to print the following options:
   • Daily Schedule: print patient appointments for the day.
   • Encounter Forms by Last Name: Print paper encounter forms sorted by the patient's last name.
     Note: A provider-specific encounter form must be added to the desktop application (Billing subscribers only).
   • Encounter Forms by Time: Print paper encounter forms sorted by the appointment time (Billing subscribers only).
     Note: A provider-specific encounter form must be added to the desktop application.
   • Patient Balances: Print statements for patients with a balance who are scheduled that day (Billing subscribers only).
5. Set filters to view appointments.
   • Click to select all or specific Providers, Staff, Rooms, Equipment, or Service Locations to view their appointments. The service location filter will not be shown if the practice only has one location.
     Note: If a service location is not selected, appointments at that location will not show regardless of the other filters. 
6. Click on a tab to view patients as they move through the appointment flow.
   • Scheduled: Shows patients scheduled for the day who have not yet arrived. Late Scheduled or Confirmed appointment times displays in yellow.
   • In Office: Shows patients for the day with an appointment status of Arrived, Checked In, or Roomed.
     • The status of the note displays as Note not started, Note in progress, or Note signed (Clinical subscribers only).
     • Roomed appointments status displays in blue.
   • Finished: Shows patients for the day with an appointment status of Checked Out, No Show, Rescheduled, or Cancelled.
     • No Show, Rescheduled, and Cancelled appointments status displays in red.
7. View real-time appointment details:
   • Patient Name: Click to view the patient chart. Or hover over the patient name to view the patient's date of birth, alert, primary phone number, email, and address.
   • Details: Appointment time, appointment reason, and scheduled provider, staff member, room, and/or equipment shows. Eligibility status shows, when available. 
   • Video Icon: Displays when an in-office appointment has a service location associated with the place of service Telehealth. For Telehealth subscribers, the telehealth video icon displays when the appointment mode is set to "Telehealth"
   • Charge Capture Status: For Self-Pay Only enabled practices, view the status of the appointment's charge capture.
     • Charge not started: The charge capture has not been created for the appointment.
     • Charge in progress: The charge has been created and is currently being worked on.
     • Charge in billing: The charge is completed and has been Submitted to biller or Approved.
     • Charge completed: The charge is completed and has been Submitted to biller or Approved with the full balance paid.
8. Appointment Status: Click to change the status of the appointment.
9. Outstanding Items: Click to access high priority tasks that requires your attention.
   • eRx Requests (Clinical subscribers).
   • Labs/Studies (Clinical subscribers).
   • Flagged Messages from the message center.
   • Open Notes (Clinical subscribers).
   • Tentative Appointments made through online booking (Engage subscribers).
   • Patient Intake pending review submitted by patients (Engage subscribers).
   • Direct Inbox messages from other providers (Clinical subscribers).

Navigate Appointment Card

Click on the patient appointment to view the appointment card.

1. Click the patient name to view the patient chart.
2. Click the status to change the status of the appointment.
3. View alerts added to the patient record.
4. View the appointment details:
   • Resources: Scheduled provider, staff member, room, and/or equipment.
   • Appointment Mode: Indicates if the appointment is in-office or telehealth.
     • For telehealth appointments, click Join to start a video visit. It displays 30 minutes before the appointment start time and remains available until two hours after the appointment end time.  Click the more options icon to select Copy Patient Link or Resend Link to Patient.
   • Location: The service location of the visit.
   • Visit Reason: The reason for the visit.
   • Appt Note: Displays notes added to the appointment.
   • Patient Intake: Displays patient intake status Not sent to patient, Not submitted by patient, Pending Review, Merged, or Rejected.
     • When available, click the more options icon to select the option to Send, Start Intake on Kiosk, Print Forms, or Review.
       Note: The Patient Intake form sent from the appointment card only includes demographics. To include consent forms or medical history, edit the appointment to send all forms.
     • If the provider is not an Engage subscriber, click Upgrade your account.
   • Balance: The patient's account balance and any payment made today.
5. View the associated insurance policy, if available:
   • Effective: The policy start and end dates.
   • Copay: The copay amount.
   • Authorizations: If available, the number of visits remaining for the authorization.
   • Eligibility: View eligibility status (Billing subscribers only).
     • Click the more options icon to select the option to View Report or Check Eligibility.
6. Create Clinical Note: Click to open the default clinical note type (Clinical subscribers only).
   • To select a different note type, click the drop-down arrow and select the note.
7. More Options: Click to select the following options.
   • Create a Charge Capture or Self-Pay Charge Capture, Collect Payment, or Print Encounter Form for this appointment (Billing subscribers only).
   • Schedule Follow-up after the patient is checked out.
   • Edit Appointment details or Delete Appointment.

Navigate Group Appointment Card

Click on the group appointment to view the appointment card.

1. Click the status to change the status of the appointment.
2. View the appointment details:
   • Resources: Scheduled provider, staff member, room, and/or equipment.
   • Appointment Mode: Indicates if the appointment is in-office or telehealth.
     • For telehealth appointments, click Join to start a video visit. It displays 30 minutes before the appointment start time and remains available until 2 hours after the appointment end time.  Click the more options icon to select Copy Patient Link or Resend Link to Patient.
   • Location: The service location of the visit.
3. Attendees: View the list of patients scheduled in the group appointment.
   • To the patient's alert (if available) and contact details, hover over the patient's name.
   • To collect a payment or create a charge, hover over the patient's name.
     • Collect Payment: Click to collect a payment or copay from the patient.
     • Add Charge: Click to create an electronic charge capture for the patient.
4. Create Group Note: Click to create a group note.
5. More Options: Click to Edit Appointment or to Delete Appointment.

Navigate Self-Pay Appointment Card

For Self-Pay Only enabled practices, click on the patient appointment to view the Financial Information tab, in addition to the visit information on the appointment card.

1. Financial Information: Click the tab to view the charge and payments related to the appointment.
   • A red dot in the Financial Information header indicates the charge capture has an outstanding balance.
2. Charge Status:
   • Charge not started: The charge capture has not been created for the appointment.
     • To create a new self-pay charge capture, click Create Charge.
   • Charge in progress: The charge has been created and is currently being worked on.
     • To continue editing the charge, click View Charge.
   • Charge in billing: The charge is completed and has been Submitted to biller or Approved.
     • To review the complete charge, click View Charge.
   • Charge completed: The charge is completed and has been Submitted to biller or Approved with the full balance paid.
     • To review the complete charge, click View Charge.
3. Services: When available, view the details of the charge capture.
   • Service: The procedure code(s) assigned to the charge.
   • Units: The number of units per assigned service.
   • Charge: The charge amount per unit for the assigned service.
   • Total: The calculated amount based on the Units multiplied by the Charge.
4. Payments Collected: When available, view the details of payment(s) collected or assigned to the charge capture.
   • Payment: Displays the date, method, and amount of the payment collected.
     • The assigned amount indicates the amount of the payment that will be applied to the charge capture upon approval. 
     • The posted amount indicates the charge has been approved and the payment has been applied.
       Note: If there are multiple payments collected for the appointment, only the posted payments display. The patient's unapplied payment can be viewed in their Account tab.
     • To print a non-itemized receipt for the payment, click the print icon.
5. Totals: When applicable, view the total amounts of the charge capture.
   • Total Service Charge: The calculated amount based on the sum of all service Total.
   • Total Payments: The total payments assigned to the charge capture.
     Note: The amount is shown as a negative amount.
   • Outstanding Balance: The calculated amount based on the Total Service Charge plus the Total Payments amount.
6. Print Receipt: Click to print or download an itemized receipt for out-of-network (OON) billing, health savings account (HSA), or flexible spending account (FSA) purposes. The itemized receipt includes information such as provider name, practice tax ID, services provided, charge amounts, patient payments, diagnoses, and the option to include provider NPI and notes.
7. Collect Payment: Click to collect a new payment for the appointment.