Best EMR Software Tutorial

Step 1: Hover over the patient’s name

Step 2: Click “Details”. This will direct you through the system to the patient’s main page where you can access any aspects on their chart. Directly from the scheduler to their chart.

Step 1: Hover over the patient’s name 

Step 2: Click on “open case”. You will be directed through the patient’s chart directly to their notes page for that specific case, where you can click “new note” and do your documentation. 

Step 1: Click on “settings” and click “notes”. This will bring up the master list of goals that were saved into your goal bank. 

Step 2: To edit a goal click on the “eye icon” beside a goal and make any changes you would like to. 

Step 3: Click “save” to save the goal 

Step 4: To delete a goal, click on the “trash can icon” next to the goal and it will delete that goal. 

Step 1: Click “reports” and click “active cases”. This will generate a report where you can look for active cases for specific therapists and all date ranges and specific dates by unchecking the “All dates” box. You can also generate reports for “all therapists” 

You can narrow the list by clicking “Last note threshold” if you want to know if there are any cases that haven’t been seen in a specific number of days.

Step 1: Click “reports” and click the report named “active patients”. This will generate a list of your active patients based on patients with cases, without cases and inactive status by clicking the “filter” box. You can also narrow it by clicking the “discipline” box. 

Step 2: Click “generate” this will then provide you with a list of patients and a graphical representation of your patient report. 

Step 3: You can export to spreadsheet by clicking “Export to excel” to print if you so wish. 

Step 1: Highlight a patient and navigate to the “notes” tab. 

Step 2: Add a case by clicking “add case” and filling in the required information. Be sure to choose “Medicare B” for the primary insurance and select “Medicare Part B for the case type” 

Step 3: Click “create”. The case has now been established. 

Step 1: Highlight a patient and navigate to the “notes” tab. 

Step 2: Add a case by clicking “add case” and filling in the required information. Be sure to choose the patients insurance for the primary insurance and secondary if needed  

Step 3: Select “HMO/PPO/Medicaid for the case type” 

Reminders can be built into the system to do progress notes by checking the “progress note min/max box” 

Step 4: Click “create”. The case has now been established. 

Step 1: Highlight a patient and navigate to the “notes” tab. 

Step 2: Add a case by clicking “add case” and filling in the required information. Be sure to choose “self-pay” for the primary 

Step 3: Select “Self-Pay” for the case type 

Step 4: Click “create”. The case has now been established. 

Step 1: Click on “new note” and click on “add daily note”. This will pull forward your information from your evaluation. 

Step 2: After note is completed, click “finalize” and it will confirm the date of finalization for the note. 

Step 3: click “Yes” 

Step 1: Navigate to the “treatment plan” tab of your evaluation  

Step 2: Next to prognosis, click “Frequency”, you can choose between treatment per day, week, month and year and highlight the frequency needed. 

Step 3: Fill in the number beside it. That’ll be 2 weeks per month 

Step 4: Fill in the “duration” as well. You can choose between days, weeks, months and years. In the empty box, you can put in the number of weeks, days… for your duration. 

Step 1: Click the “Patient tab” 

Step 2: Click “New Patient”. 

Step 3: Fill in the information in the demographic boxes 

Step 4: Click “save” 

Step 1: Click “Settings”  

Step 2: Click “PCP/REFERRAL” 

Step 3: Click “Add new”. Make sure to mark the provider box and indicate the suffix 

Step 4: Fill in their first and last name, NPI number and fax, if you are planning to fax out the POC to the doctor 

Step 5: Click “Save” 

Step 1: Open any notes that has previously been finalized to add any additional information. 

Step 2: Click the “eye” icon to open up the note and add or update any information you wish to 

Step 3: Navigate to the last tab, the billing tab and click “create addendum” 

Step 4: Fill in reason for the addendum and date of the evaluation. 

Step 5: Click “Yes” and the addendum will be created.  

Step 1: Highlight the patients' name to open their chart. 

Step 2: Click the “notes” tab > click the “case folder” 

Step 3: Click “new note” > click “add evaluation note” or “pick template” if you already preloaded a template into the system. 

Step 1: Highlight a patient  

Step 2: Click on the “insurance tab” 

Step 3: Click “new insurance”, input the insurance you wish to add and click “ADD” 

Step 4: click “save” 

Step 1: Open the eval note of patient in question and navigate to the billing tab. 

Step 2: Under “Tx performed today”, under the “minute” column, click on the space next to the appropriate cpt code to open up the box 

Step 3: Type in the appropriate units, and it will automatically calculate the minutes for you. Use the comments section to input additional details about the treatments performed. 

Step 1: Open the eval note of patient in question and navigate to the treatment tab. 

Step 2: Click the rectangular box beside “Recommended Treatment”. You have a full list of all CPT codes and you can search by the code or the name itself.

Step 1:  Highlight the patients name to and navigate to the “notes” tab 

Step 2: Click on “add new diagnosis” 

Step 3: Search for any key words and the ICD-10 codes will pop up. You can also search by code. 

Step 4: Highlight the “star” icon next to the code and you’ll add them to “favorites” 

Step 5: To add highlight the code and click on “add to medical diagnoses” or “Add To Treatment Diagnoses” 

Step 1: Click “Settings” and click on “Flowsheet” 

Step 2: Click on “Add New” 

Step 3: Add flowsheet name then click “Add New Record” to input exercise details 

Step 4: Click “Save” .

Step 1: Navigate to treatment plan on the patients eval 

Step 2: On the Goals section, click “Select Goal” 

Step 3: Highlight a goal you wish to select and click the box under the “type” column to select either short, long or short/long term goal 

Step 4: Click “select”. You can make custom changes after adding a goal to the patients eval from the goal bank. 

Step 1: Highlight goal you would like to save to the bank. 

Step 2: Click “select goal” 

Step 3: Click the green “+” sign button 

Step 4: Place into new goal section and click “add”.

Step 1: Navigate to the treatment plan tab of your eval 

Step 2: Under “Goals”, click the “+ add new record” 

Step 3: Type in the number of weeks.

Step 1: Navigate to the “Assessment” tab of the evaluation 

Step 2: Click on the box beside PMH (Past Medical History) and PSH (Past Surgical History) to input the history.  

Step 3: Click “Add New PSH and PSH” to add new records to the system. 

Step 1: Click “Settings” and click “note templates” 

Step 2: Click “+ New Template” 

Step 3: Name Template and choose “profile” and “case type” 

Step 4: Click “Create new template” 

Step 1: Open up a patient’s case 

Step 2: Check the “Apply Modifier Box” and input the modifier you wish 

Step 1: Find the appointment and double click on the time 

Step 2: Click “OK” to check them in for their appointment 

Step 3: Check the “apply payment” box 

Step 4: Choose the appropriate payment methos and click “save” 

Step 1: Click “Settings” 

Step 2: Click “Reminder Status”. Now you can see the status of all reminders

Step 1: Highlight the patients name to open their chart. 

Step 2: Click “edit” 

Step 3: Check the “send SMS” and “send email” and choose the number of hours you want the reminder sent out ahead of time 

Step 4: You can customize SMS or email template by clicking the + beside the box and click “update SMS template” 

Step 5: Click “Save”

Step 1: Navigate to the “schedule” tab 

Step 2: Click the “Pending Appointments” button 

Step 3: Click the Checkmark button to approve and the “x” button to deny appointment. The appointment now shows up on schedule. 

Step 1: Click “Settings” and click on “Autocomplete” 

Step 2: Click the “green + button”, add information and click “Save” 

Step 3: Edit and delete by clicking on the pen and trashcan icon.

Step 1: Click “New note” and “add new note” and the evaluation 

Step 2: Click “Treatment Date” and backdate 

Step 3: Click “Finalize” and confirm  the date of that note. 

Step 1: Click “new note” and click “add billing note” 

Step 2: You can add the billing codes under recommended treatment 

Step 1: Click the “schedule tab” 

Step 2: Click on the “static even setup” 

Step 3: Click “+ new record” and add any event, start and end date and time. 

Step 4: Click “Update” 

Step 1: On the assessment page of evaluation, scroll down to Height and weight 

Step 2: Input the patient’s weight and height and tab over. BMI will be calculated automatically. 

Step 1: Highlight a patients name and click on the “signature tab” 

Step 2: Click in the small box icon, there patient will input signature 

Step 3: Click “Select signer” box to choose who signed, click “select” case and assign appropriate case. 

Step 4: Click the “remarks” box to add any additional information. 

Step 5: Click “save signature” 

Step 1: Open a patient’s case 

Step 2: Navigate to “Case type”. Choose between Self pay, Medicare A, Medicare B, HMO/PPO/Medicaid 

Step 1: At the top right corner of the screen, click on the option to switch between “light and dark background” 

Step 1: Open up a patient’s case and check the “Check Schedule box”. When checked this does not allow for a note finalization unless a visit is on the schedule.

These are available in different sections in the evaluation 

Step 1: Click anything marked with a “green + button”, this opens up a comment box

Step 1: Open up patient’s note 

Step 2: Click on “new note” and click on “add communication note” 

Step 3: Add information you’d like to communicate to the system and click “Finalize”, add mote date and click “Ok”. A communication note has now been added.

Step 1: Click on “Reports” tab and click on “compliance” 

Step 2: You can filter by date range of your choosing. You can also filter by treatment diagnoses, objective test, long and short term goals and units of billing. 

Step 3: Click “Generate” 

Here you can monitor your staff and make sure they are meeting expectations.

Step 1: Hover over the appointment and click “Copy” 

Step 2: Select the date and time you want this appointment to be copied to. 

Step 3: Click “save” 

Step 1: Highlight the patient’s name and click the “visits” tab 

Step 2: Highlight the dates of service you need and click “print” 

Step 3: check the “include credit card information” and click “print” 

The system will automatically generate the invoice.

Step 1: Click on the trash can icon beside the note, click “Yes” to confirm action 

Note- This can only be done when a note has not been finalized and is in draft status. 

A note that has been finalized in the system cannot be deleted. There is no trash can icon. 

The PT can contact HelloNote with a data removal request. 

Step 1: Check the “Disable carry-over box when setting up a patient’s case 

Information will not carry-over from note to note. 

Step 2: Click “create”.

If you plan on seeing a patient on the day of discharge, 

Step 1: Click “add discharge note” 

Step 2: You can choose between “Full discharge” which is for the date the patient was seen for the last visit and “Quick discharge” is used when the patient was not seen on the day of discharge. 

On the line of the episode of care or case 

Step 1: Click the “x” sign to discharge the case and confirm action by clicking “yes” 

It indicates a red dot not green, to show that this is now a discharged case.

Step 1: On the assessment section of the evaluation, scroll down to a section labelled DME 

Step 2: Click on the box and a dropdown of DME’s will appear. Highlight DME to add. 

Step 3: Click on “Add new DME” if patients DME is not in the system to add.

When evaluation is completed 

Step 1: Navigate to the “Billing tab” of evaluation 

Step 2: Check the box “Document Medical Necessity Exists” 

Step 3: Click “OK” after reading confirmation statement.

To enter any document, you would want to save in the patient’s chart 

Step 1: Highlight the patients name and navigate to the “Document” tab 

Step 2: Enter “name of document”, “type” and “case” in the designated sections. 

Step 3: Click “Select files” and choose from your list of documents saved on your computer and add 

Step 4: Click “save” 

Step 5: click the “eye” icon to view the document 

Note- When a patient signs intake/consent forms on their patient portal account, it becomes a document automatically into the system. 

Step 1: Click “+ add new record” box under the edema section 

Step 2: Add edema location, type, grade and any comments you mat wish to add inside the appropriate sections 

Step 1: Open patient chart by highlighting their name 

Step 2: Click the “blue edit” button 

Step 3: Edit or add information such as address, phone no, email and click “Save” 

Step 1: Highlight the patient’s name and click the notes tab 

Step 2: Click the “cog wheel” icon which is the case settings 

Step 3: Edit the information in the settings 

Step 4: Click “save” 

Step 1: Highlight a patient’s name to open up their chart 

Step 2: Click on the “insurance” tab 

Step 3: Input necessary data in the “employer information section” 

Step 4: Click “save”.

Step 1: Click on the “settings” tab and select “note templates” 

Step 2: Click the “folder” icon under the “action” column on a specific note template 

Step 3: A blank default evaluation is now opened up, preload as much information into your template as you would like to 

Step 4: Click “save” 

Step 1: Highlight patient’s name and click on “visits” 

Step 2: Click the “dollar sign symbol” under the “action column” 

Step 3: Indicate how payment was made 

Step 4: Click “Save”

Step 1: Navigate to the “treatment plan” section of the note 

Step 2: Scroll to “components of evaluation” 

Step 3: Select the appropriate option pertaining to your case under the history/personal factors and cp-morbidities, number of functional limitations, clinical presentation and clinical decision-making sections 

Step 1: Navigate to the “billing” section of your note 

Step 2: Click “Add exercises”  

Step 3: Add the exercise performed and click “add” 

Step 4: Click inside the box beside “exercises performed”, the exercises performed list drops down 

Step 5: Highlight exercises performed, and they will show up for the patient on the chart

Step 1: Click on “Reports” and choose “Expired Staff Documentation” 

Step 2: Check the “expired” box 

Step 3: Click “Generate”. This generates the report for all your staff expired documentation 

Step 1: Click the “Settings” tab and choose “fax status” 

Step 2: You can search by patient or physician 

Step 3: Click search 

Step 1: Highlight patient name and click the “notes tab” 

Step 2: Click the “fax machine” icon at the far right on a note 

Step 3: Choose POC or evaluation and click “OK” 

Step 4: Select physician and add more information in the “send cover letter” box 

Step 5: Click “Send fax” 

Step 1: Click “Finalize” at the end of the billing page on a patients eval note and add date of evaluation 

Step 2: You will get alerted if certain vital parts of the evaluation is missing. Once these fields are filled, you will be able to finalize the note.

Step 1: Click “settings tab” and choose “frequency audit” 

Step 2: You can filter report by therapist and date range 

Step 3: Click Generate 

Step 1: Navigate to the “functional Deficits” tab of your evaluation 

Step 2: Check the box first to enter information into the categories 

Step 3: Choose from the dropdown box the patient’s prior and current levels 

Step 1: Hover over the patient’s name in the schedule 

Step 2: Click the orange appointment list icon. It will generate a PDF appointment list for your patient. 

Step 1: On the notes page, click the print Icon on a completed note. 

Step 2: Choose superbill. The system will generate an individual superbill for that date of service.

Step 1: Highlight the patients name and go to the visits tab 

Step 2: Notes in black are completed notes and superbills can only be generated on these notes 

Step 3: Highlight numerous completed notes and click “print”. 

The system will generate an invoice and appointment list and superbill will every date of service you selected. 

Step 1: Open the functional deficit section and choose the appropriate category 

Step 2: Click the “blue + sign” button. 

Step 3: Add the STG and LTG from the dropdown 

If you go to “treatment plan” a LTG and STG has been added.

Step 1: Click “Settings” 

Step 2: Choose “incoming faxes 

Step 1: Double click on the appointment time on the scheduler 

Step 2: By the “Attendance” section check the OK if they attended their appointment, NS(no show) if they did not show up for the appointment or CX if they cancelled the appointment. 

Step 3: Click “save”.

Step 1: Highlight the patients name and click on the “insurance” tab 

Step 2: scroll down to the “Authorization Information” section 

Step 3: Check the “Authorization Required” box 

Step 4: Click “add authorization” and add all necessary information 

Step 5: Click “save” 

Step 1: Highlight the patient’s name 

Step 2: Click the “insurance tab” beside the patient information tab 

Step 3: Input all necessary information into the “Insurance Information section” 

Step 4: Click “save” 

Step 1: Scroll down to the bottom of the assessment page on the eval 

Step 2: Click “add new medication” under the “medications” section 

Step 3: Search medication, highlight it by clicking and it will be added to the list 

Step 4: Add dosage under the dosage column 

Step 1: Navigate to the main patient information section 

Step 2: Input memo you want to be seen by your staff inside the “memo box” 

Step 3: click “save” 

Step 1: Click on the “Reports” tab and choose “net collection rate report” 

Step 2: You can filter by patient, insurance and dates 

Step 3: Click “Generate”.

Step 1: Click “Reports” and choose “Notes” 

Step 2: You can narrow list by patient, therapist, date range, note type and discipline 

Step 3: Click “Generate” 

Step 4: Click the “print icon” to view the note and “Export to excel” to export to a spreadsheet format.

Step 1: Click the “Reports” tab, choose “notes with missing POC signatures” 

Step 2: Filter by Insurance and date rage and  

Step 3: Click “Generate” 

Step 1: Navigate to the “Underlying impairments” section of the note 

Step 2: Scroll to the end of the page to the “objective comment’s” box.  Here you can add any additional test information. This is a required field. Type N/A if no additional information is being added

Step 1: Click the “eye” icon on the note that had been previously saved as a draft 

Step 2: Continue your documentation for patients note 

Step 1: Click “new note” 

Step 2: click “pick a template” 

Step 3: Pick a template saved int the system, click “load template” 

All pre-loaded information will appear

Step 1: Navigate to the “treatment plan” page on the evaluation note 

Step 2: Document any relevant information on the “patient education” and “plan” page 

Step 1: Click on the “Reports tab” and choose “outcome measures” 

This allows you to track the status on any of your patients 

Step 2: Filter by patient and case 

Step 3: Click “Generate”  

Step 1: Navigate to the “underlying impairments” section of the eval note and scroll to “pain location” 

Step 2: Click “+ add new record” 

Step 3: Document the pain location, at rest, with movement and quality. Add more details under the comment section if you so wish.

Step 1: Click “Reports tab” and select “Patient Birthday” 

Step 2: Narrow by month range. 

Step 3: Click Generate 

Step 1: Click the “patient information” tab 

Step 2: Highlight a patient name 

Step 3: Here you can enter patient information, emergency contact, referral source and event 

Step 1: Click on the “patient information” section 

Step 2: you can search for the patient on the left-hand side on the list 

Step 3: Toggle “patients with cases only” and “My patients only” on and off to narrow patient list 

Step 1: Click “Reports tab” and select “patient payment/balance 

Step 2: Filter by date rage and click “generate”  

Step 3: You can also filter by insurance paid date, cash paid date, summarize and balance>0 by checking the boxes 

Step 4: Click “Generate” 

Step 1: Login to the patient portal  

Step 2: Click on the “Appointments” tab 

Step 3: Appointments will be shown as “pending” or “approved” in the appointment section 

Step 1: Click on the “patient information” page 

Step 2: Click the “Key Icon” at the top right corner of the page 

Step 3: Enter old password and new password 

Step 4: Click Submit 

Step 1: Login to the patient portal 

Step 2: Click on “Intake forms” tab 

Step 3: Select “form type” 

Step 1: Click on the “documents” tab on the patient portal 

Step 2: Click on the “icon” to view any available document 

Step 3: Upload document by Naming the document and selecting the type of document, selecting the files from the computer 

Step 4: Click “save” 

Step 1: Click on the “Insurance” tab on the patient portal 

Step 2: Fill in all necessary information in the insurance information and employer information sections

Step 1: Click on the “patient information” tab on the patient portal 

Step 2: Click “edit” and change data on the page  

Step 3: Click “save” 

Step 1: Click on the “payment and visits” tab on the patient portal 

Step 2: Click the credit card icon under the “action” column to apply payment 

Step 1: Click on the “appointments” tab on the patient portal 

Step 2: Click “Book” and select provider, case and appointment time 

Step 3: Click “save” 

Note: Patients can also see unavailable times 

Step 1: Click on the “signature” tab on the patient portal 

Step 2: They can add their signature in the small box in the “patient signature” section 

Step 3: Select signer from dropdown list 

Step 4: Click “Save” 

Step 1 – Scroll to box 11C and click on arrow beside insurance name

Step 2 – Input Payer ID for the insurance and click “Enter”

Step 3 – Select correct payer code and click “Apply”

Step 4 – Click the magnifying glass icon on box 11C

Step 5 – On new tab, Click “new match” > add field > click “exact” under match type

Step 6 – Select payer and click “Save”

Step 7 – Click “Save and Validate”

Step 1 – Navigate to box # 17 for referring provider and box # 31 for rendering provider

Step 2 – Fill in valid information and click on the green plus button

Step 3 – Click “save and validate”

Step 1 – Log into your administrator account 

Step 2 – Navigate to the Settings tab > Notes > CPT 

Step 3 – To add CPT code, click “add treatment” and fill in the required sections > click save 

Step 1 – Click on the reports tab > Aging balance report 

Step 2 – You can filter by date range and patient name and click “generate 

Step 3 – Click on “Export to excel” to export spreadsheet to your computer in excel format 

Step 4 – Print a single record by clicking the print Icon to the right if the record. 

When an authorization is entered into the system, the number of visits authorized will be indicated. 

Step 1 – Highlight the patient > click the notes subtab  

Step 2 – On the episode of care click the graph Icon 

Step 3 – Cap start is the number of visits authorized and Running total is the current number of visits 

Step 1 – Click the settings tab > user and click on the desired user.

Step 2 – Click on “other information”.

Step 3 – Mark “skip dashboard” > click save.

Step 1 – Navigate to the payments tab on the patient chart 

Step 2 – Input the patients credit card information and amount of payment 

Step 3 – Click “submit payment” and Information will be sent to card connect and applied for the patient's chart. 

Step 1 – Highlight patient and scroll down to “the events” section 

Step 2 – Click “edit” and add event type, date description and set reminder date  

Step 3 – To find reminders, click on the “h” at the top left 

Step 4 - Scroll down to the “upcoming reminders section”. Here you can mark events as complete. 

Reminders are also available on the right-hand side of the patient information screen. 

Step 1 – Click the Reports tab > Expired POC 

Step 2 – Select date range and insurance you wish to run for 

Step 3 – Click “Generate” 

Step 1 – Navigate to the settings tab > user account 

Step 2 - Highlight therapist's name 

Step 3 – Click on “other information” and mark the “my patients only” box 

Step 4 – Click Save

Step 1 – Click “New note” > “Daily note” 

Step 2 – On the “billing page” scroll down and select either “missed” or “cancelled” 

Step 3 – Input reason for cancellation in the “part” section 

Step 4 – Click Finalize. 

Step 1 – Click Settings tab > Visit type > New visit Type 

Step 2 – Fill in Visit type, color and mark the “Is package” checkbox and input number of visits 

Step 3 – Click “add” 

Step 4 – Click on “payments” subtab and add new visit type 

Step 1 – Click the “reports” tab > patient birthday 

Step 2 – Select a month's range of patient birthdays 

Step 3 – Check or uncheck active case option  

Step 4 – Click Generate 

Step 1 - Top left of the patient information page 

Step 2 - Top left of the Patient notes assessment page 

Step 1 – Open patient appointment and mark attendance “OK” > click save 

Step 2 – Click “reports” tab > patients scheduled with missing notes 

Step 3 – Select a date range 

Step 4 – Click generate 

Step 1 – Click the “reports” tab > patient status 

Step 2 – Click on “generate”. You can also filter by status by clicking on the status dropdown menu 

To create a status 

Step 1 – Highlight a patient 

Step 2 – Scroll down on the patient information page and beside status box, click the green plus sign 

Step 3 – Add new status and click save 

Step 1 – Click on “Reports tab” > patients with draft note 

Step 2 – Select appropriate date range 

Step 3 – Click Generate 

Step 1 – Click on “Reports tab” > patients with expired authorizations 

Step 2 – Select appropriate date range 

Step 3 – Click Generate 

This report also provides all authorization information

Step 1 – Click on “Reports tab” > pending Cosign 

Step 2 – You can filter by date range and therapist 

Step 3 – Click Generate 

Step 4 – Click a patient record 

Step 5 – Once in the patient chart, you can cosign by clicking “batch cosign”  

Step 6 – You can also cosign by opening the note > cosign tab > click cosign

Step 1 – Click “new note” > “add evaluation note” 

Step 2 – Backdate the note to the original date of evaluation 

Step 3 – fill in necessary fields such as dx codes, reason for referral, objective comments, goals, recommended treatment, prognosis, frequency, duration and a dummy charge in the billing section. Click Finalize 

Step 4 – Mark the “hold” checkbox in the notes list to prevent billing for the note. 

Step 1 – Click on “Reports tab” > post discharge 

Step 2 – Filter by patient, all dates or last note threshold 

Step 3 – Click Generate 

Step 1 – Double click on the patient appointment in the schedule 

Step 2 – Mark attendance as “OK” 

Step 3 – Click apply payment, fill in all necessary data. Click “Save” 

Or 

Step 1 – Highlight patient > click visits and receipts subtab 

Step 2 – Select attendance as “OK” 

Step 3 – Click the “$” sign, fill in necessary payment information 

Step 4 – Click Save

Step 1: Click the “reports” tab > productivity 

Step 2: Click the therapist box to filter and date section to select date range 

Step 3: Click “generate” 

Step 1: Click the “reports” tab > Referrals 

Step 2: Click the “referral source” box to filter and select preferred date range 

Step 3: Click “generate”

Step 1: Click the “reports” tab > Revenue 

Step 2: Filter by individual patient, therapist and insurance 

Step 3: Select date range and click “generate” 

Step 1: Click the “reports” tab > scheduled Visits 

Step 2: Filter by individual patient, therapist 

Step 3: Select date range and click “generate” 

Step 1: Open Schedule tab 

Step 2: Double click time slot and input necessary information 

Step 3: Select “no case” when scheduling. 

Step 4: Click “save” 

Step 1: Click the “settings” tab > user account 

Step 2: Highlight therapist name and click “other information” tab 

Step 3: Input rate under “rate and evaluation rate” section. You can choose either fixed rate or per unit rate too 

Step 1: On patient list click on the “all status” dropdown menu. Select status for chosen patient 

Step 2: To add status click on the green plus sign. 

Step 1: On patient list click “all therapist” and the therapist dropdown will be available to you. 

Patients available to selected therapists will then be available.

Step 1: Select “Reports” > therapists Invoice 

Step 2: You can narrow down by therapist and date range 

Step 3: Click “generate” 

Step 4: To view in PDF format, click “Export to PDF” 

Step 1: Log into your administrator account 

Step 2: Click settings tab > notes > CPT tab 

Step 3: Uncheck CPT codes that are no longer needed 

Step 1: Log into your administrator account 

Step 2: Click settings tab > notes > CPT tab 

Step 3: Click the money symbol to the far right, input new fee 

Step 4: Click Update

Step 1: Highlight patient > click notes subtab 

Step 2: Open case settings and select Medicare B under case type 

Step 3: Input appropriate amount under “cap start” 

Step 4: Click KX modifier box only when system alerts you, not before. 

Mark KX modifier box manually if patient has used up threshold amount 

Step 5: To track, click the graph icon on case list page or click report > therapy cap to run the report 

Step 1: Click payments tab > click + sign under visit type

Step 2: Input visit type, color, and package if needed 

Step 3: Click “add”, input cash rate and click “save” 

OR 

Step 1: Click “settings” > visit type 

Step 2: Click “new visit type”, input name, color and package if needed” 

Step 3: Click “add” 

Step 4: TO edit text color, click on edit button in the text color section. 

Step 5: Pick color > click update

Step 1: Click Reports tab > Visits by CPT 

Step 2: Filter by individual patient, therapist and insurance. You can also select date range 

Step 3: Click generate

Step 1: Navigate to the note's subtab click the "renew button” 

Step 2: Mark the sent checkbox when POC has been faxed and mark received when POC has been signed and received. Merk bypass to indicate that the note will not be tracked 

Step 3: Click save

Step 1: Click Reports tab > Visits by CPT 

Step 2: Filter by individual patient, therapist and attendance. You can also select date range 

Step 3: Click generate