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Practice, Scheduler, Easyforms, Implementation Phases, Billing - Coggle…
Practice
Clients
:silhouettes:
Contacts :family:
Insurances :open_hands:
Primary
Secondary
Documents :spiral_note_pad:
Main Category
Sub Category
Clinical Notes
Treatment plan
Progress Notes
DIscharge Notes
Forms
Consent forms
Intake forms
Questionnaires
Assessments
Providers
:male-doctor::skin-tone-4:
Internal Providers
External Providers
Providers with admin privillages
Appointments
:calendar:
Telehealth :video_camera:
Zoom
Face to Face :silhouette:
Group Appts
Staff
Admin Users
Intake Coordinators
Roles
:key:
Provider
Staff
Program/Services
Facilities / Locations
:office:
Admissions
Billing :moneybag:
Scheduler
Other Domain Actions :fire:
Move Appt to Different MD/NP/PA (Opens Edit Appt)
Open Chart
Bill to Insurance
Bill to patient
Post Payment
Pay using credit card
Insurance eligibility check
Order Rx
Order vaccines
Print via Card Printer
Add sticky notes
Add Vitals
Referrals
Edit Insurance (UB04) Claim
Edit Insurance claim
Edit patient claim
Post / Apply payments Medicines
Link Interactive Complexity service to appointment :question:
Order Imaging studies
Order Labs
Patient charges and payments
Patient estimated due
Patient ledger
Pay using nexio
Pay using US Pay
Post / Apply payments from insurance / patients
Print Billing info for this DOS
UDS Report
Send Video conf link to patient
Customizations / Settings :wrench:
Colors
With / With Out Program Service
Super Bill
Visit Types
Appt Status
Encounter modality
Health Plan
Block Appts
Event / Organization Appts
User Groups
Appt Scheduler Columns
Permission to view other providers Appts
Scheduler Generation
Scheduler Settings
Context Menu Customization
Zoom video session user customization
Practice based appt reminder customization
App reminder template / Zoom Invitation templates
Tooltip options
Appt Details window
Comments for slots
Additional information to show in appt day view booked slot
Show / Hide Timezone information
View Appt :eye:
Latest Notes
View all appointments
Eligibility Informatiion
Eligibility Human Readable 271 file
Additional Participants
Incoming calls / Referrals
Latest Notes by DOS
Appt waiting list - Provider
Appt waiting list - Program Therapy
App Detail View
Appts of inactive users
Undo cancel / Deleted appts
Attendee list
Add / Create :heavy_plus_sign:
Patient Appt
Non Patient Appt
Recurring Patient
Group Therapy Attendees
Recurring Group Therapy Appt
Event Appt
Recurring Event
Comment
Next Visit Appt
Transportation Billing Information
Actions :crossed_swords:
Sync & Refresh appt data
Print Appt Sheet
Move Attendees from one GTS to another GTS
Move multiple patient appts to another provider / resource
Search available appt slots :mag:
Search existing appts of a patient :mag:
Search existing appts of Providers / Resources :mag:
Send appt reminders
Provider / staff / resource / exam room availability
Apply Leave
Edit :pencil2:
Appt
Demographics
Comment
Appt status
GT session details
Del / single or multiple GT sessions
Filters
Provider
Location
TimeZone
Privacy
Easyforms
Settings
General
Forward / Backward
Billing
Signature
Complete/ Signoff
Print
Barcode
Tabs
Actions
Signoff
:pen:
Save as draft
Complete
Forward
cosign
FYI
Upload :arrow_up:
With auto populations
With out auto populations
Partially filled document
Print :printer:
Field Auto Populations
From Demographics / other webforms
From Other saved easyforms
Form Forwarding Rules
Implementation Phases
Final Phase
User based permission
Erx, EPCS Activations
Labs Integration
Fax Integration
FQHC Reports such as UDS, FHIR, eQMS
HIE Integration
New clinet registration
Client portal
Appointmetn reminders
Reports
Reminders
Login creation for all users
Data Migration
Other customizations
Second Phase
Clearing house integration
Creditcard Interface
CMS1500 Customization
Patient statemetn customization
Charge master rules
Miscellaneous billing customization
Initial Phase
Work flow signoff
Programs & services signoff
Easyforms signoff
Billing
Triggers
Form signoff
Check-in
Check-out