Time Saving Tips

Time Saving Tips

General EMR - Macros

User generated quick codes that can be used everywhere in the EMR (except in Instant Messaging and Letters (letters have their own)) to generate your predetermined text. To create macros, go into Setup -> Autocomplete/Macro Setup. Execute your macro by pressing the space bar. For more information on Autocompletes/Macros, please click here.

Use ?? when creating your macros to create a placeholder where you can insert text. Once you execute your macro that contains the double question marks, select the first ?? in your text, replace with your desired text and then press Tab to cycle to the next ?? in your text.

Appointment Schedule Window

Find Button: Search for available appointment spots, for more information on utilizing this feature, please click here.

Stats Button: Display the days appointment count, including a break down per appointment state. Click on an appointment status to track the time between appointment states.

Appointment Details Window

Bill AHC Button: Create an AHC bill from the schedule view.

Create a list of websites that you frequently access (example: CPSA, Blue Cross Special Authorization Forms, AMA Fee Navigator).

Billing

AHC Billing

AHC Billing Macros can be used to prefill your billing fields with information, especially helpful when you need to bill numerous codes at once. To create AHC Billing Macros, go into Admin -> AHC Claim Macros. For more information on AHC Billing Macros, please click here.

Client or Third Party Billing

Client Billing Macros can help you to have multiple items added to an invoice automatically by entering a quick code, to save time entering the same details on a regular basis. To create client billing macros, go into Admin -> Client Billing Macro Setup. For more information, please click here.

WCB Billing

When billing a medical care invoice, first report or progress report, a macro can be used to quickly fill in the billing portion. For more information, please click here.

Letters

Letters have their own version of autocompletes and macros. For letters, this feature is a bit different as you can create autocompletes, which you execute by pressing the space bar, or macros, which you execute by double clicking. Both can be created under Setup -> Letters -> Auto Complete or Macro Setup. Utilize ?? as placeholders so that you can add specific details into your autocompletes/macros. For more information, please click here for letter autocompletes, or here for letter macros.

Forms

Use form templates to create user specific versions of forms. Setup requisitions or other forms so that you have pre-populated text or checkboxes (example: diabetes labs, over 40 physical). To find out more about form templates, please click here.

If you find that you always hand out the same group of forms for the same medical concern (example: a first prenatal), streamline your process by creating a form group. These can be created with blank forms or utilizing your form templates. Please click here, to learn more about form groups.

Medications

Save commonly used medications as a favourite - once the prescription has been selected in the patient's medication tab 'save as favourite' will appear at the bottom.  
Medication favourites can be saved in specific groups that you can use to categorize the saved medications. To learn more about medication favourites and groups, please click here.

Charting

Defaults

Create default text in your charting templates to increase efficiency in your appointments. Use defaults to populate you chronic disease management prompts or to ensure you've asked all necessary questions in a prenatal visit. Do you have text that must be documented when you complete an injection or procedure? Use defaults to generate this text. Utilize the ?? to act as a placeholder for where you need to enter patient or appointment specific information. For more information on chart defaults, please click here.

Phrase List

Phrase list is a pre-typed list of commonly used words or phrases in a quick click list attached to chart notes. Beneficial for creating a standardized documentation practice, especially in your ASaP template. Great for adding items to a medical history. To set up go to Setup -> Charting Setup -> Phrase List. To see more benefits of implementing phrase list and additional information, please click here.

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