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Administration: Dashboard Report Permissions

The Dashboard Report Permissions feature is located on the “Admin” page of the Practice Management system and allows the user to view, edit, and delete dashboard report permissions. Select “Dashboard...

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How to Add/Edit Codes to your Fee Schedule

This help section reviews how to add and edit codes and fees to a Fee Schedule that has already been created. Review the “Administration: Fee Schedule” help section for a broader understanding of the...

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Statement Mailing Addresses

This help section reviews how to set default statement addresses for practices and providers, as well as how to generate practice and provider statements. Practice Default Checkmark this option in...

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Billing: Resubmitting a Claim

This help section reviews the steps required to resubmit a claim. Important Facts If a secondary claim has already been created, the primary claim cannot be resubmitted. In this scenario, use the...

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Denial Defender

The Denial Defender tool provides recommendations regarding the ordering and use of billing codes. Any desired changes must be entered manually. Factors that may affect results include: Provider...

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EHR: Diagnosis Panels

The Diagnosis Panels feature allows the user to set up diagnosis code panels for the most commonly used codes. This will increase the speed at which a provider can move through the diagnosis coding...

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Administration: Patient Data

The Patient Data feature allows users to search for and view patients via the Patient Roster, as well as to view sent self registration invitations, and send or resend invitations to patients. Navigate...

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Administration: Global Period Management

This help section reviews how to set up Global Periods. This is necessary in order to prevent certain CPT codes from being billed when in a Global Period. Navigate to the “Admin” page and click “Global...

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Modifier and NDC Management

This help section reviews the process of setting up Modifier and NDC rules. These rules are used to dictate which modifiers and/or NDCs should be defaulted for specified CPT codes based on Providers,...

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Administration: Transaction Counts

The Transaction Counts feature displays a log of transactions that could possibly incur per transaction overage fees. These include Real-time Eligibility, Claims, Electronic Remittance Advice (ERA),...

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Administration: Patient Survey Results

The Patient Survey Results feature allows users to add Patient Survey Results to the YourHealthFile patient portal. Users can upload a PDF document and enable it for display. Navigate to the “Admin”...

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Administration: Enable and Disable Features

The Enable and Disable features allow users to enable and disable selected Premium Portal features as needed. Click “Enable & Disable Features” on the “Admin” page. Check the box corresponding to a...

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Administration: Patient Messaging

The Patient Messaging feature allows patients to communicate using secure messages via the YourHealthFile patient portal. Select “Patient Messaging” from the “Admin” page. Check the “Patient Messaging”...

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Administration: Portal Calendar Management

The Portal Calendar Management feature allows users to configure and edit settings for the Portal Calendar, including Location, Appointment Type, and Settings. Navigate to the “Admin” page and click...

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Administration: e-Visit Setup

The e-Visit Setup feature contains the e-Visit Disclaimer and enables users to enter a Standard Fee. Navigate to the “Admin” page and click “e-Visit Setup.” Enter the Standard Fee. Read the e-Visit...

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Administration: Upload Insurance List

The Upload Insurance List feature allows users to upload the Insurance List for a selected lab. Do not use this link unless instructed by a Lab Integration staff member. Navigate to the “Admin” page...

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Administration: Patient Registration Documents

The Patient Registration Documents feature allows users to add forms and documents to the YourHealthFile patient portal account activation process. These registration forms enable patients to enter...

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Administration: Rx Refill Requests

Rx Refill Requests originating from the YourHealthFile patient portal will be sent to a MediTouch EHR inbox. Mailbox recipients may be selected within the Rx Refill Requests feature of the Practice...

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Print Claims

Review the steps required to print a paper claim. Paper claim charges are created in the same fashion as normal claims in Charge Entry. While in Charge Entry, the claim transmission should be set to...

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Fast Track to Meaningful Use Compliance

This help section details the minimum requirements to achieve Meaningful Use in the shortest amount of time. Please note that this help section will skip customization options that are recommended to...

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