Patient Chart Creation

A created patient chart in In Touch Biller PRO, automatically comes over to In Touch EMR. All patient chart creation must be done in In Touch Biller PRO. ( for clients with Integrated accounts). Please click here to view lessons on how to create patient charts in In Touch Biller PRO. (https://privatepracticehelpdesk.ladesk.com/813838-SETTING-UP-PATIENTS) The Patient Dashboard in In Touch EMR acts as the Patient homepage. The dashboard will list limited demographic information, and allow y...

Locating Patients

In this lesson, you will learn several ways on how to locate a patient in In Touch EMR. Top Page Patient Locator Wherever you are in In Touch EMR, you will be able to locate a patient easily since there is a patient locator in the upper right-hand corner of In Touch EMR. Type either the first name or last name of the patient you are looking for on the Patient Locator search box. The system will find a match in the list of patients that are saved in your database and show you a list of t...

The Patient Dashboard

In this lesson, we will discuss the different components that can be found in the Patient Dashboard. The Patient Dashboard in In Touch EMR acts as the Patient homepage. Patient Dashboard Components Header - Patient Details - This information automatically comes over from In Touch Biller PRO once the chart has been created - Encounter Diagnosis - For new patients without any prior documentation created, this is blank. Once a documentation has been created, it will reflect th...

Editing Patient Charts

Patients charts are created in In Touch Biller PRO and automatically appear in In Touch EMR. Most of the demographic information from In Touch Biller PRO will appear on the patient's chart in In Touch EMR. To review the lesson on how to locate a patient chart, click here. (https://privatepracticehelpdesk.ladesk.com/577182-Locating-Patients) In this lesson, we will discuss the following: - Editing the patient chart - Different features available in the patient chart Editing a ...

Patient Dashboard - Alerts

In Touch EMR allows you to set up the following patient alerts so you and your staff can stay up to date with patient care. To set up patient alerts, go to the Patient Dashboard, and click on the Edit Patient tab at the top. In this lesson, we will discuss the different types of alerts, the functions, and locations. Types of Alerts - Physician Certification - this alert will notify you if a certification is missing, or about to expire, and allows you to assign the signed certificat...

Patient Dashboard - Appointments Tab

Patient Dashboard - Appointments Tab In the Patient Dashboard, one of the main tabs is the Appointments Tab. Once you mouse over the Appointment tab, you will see several different options. You will notice that on each drop-down option besides the name is a number that indicates how many appointments are under that category. When you click on any of the selections from the drop-down, the page will automatically open in a new tab. All Once you click on the All button from the...

Patient Dashboard - Uploads

Uploading Documents In Touch EMR allows you to upload external documents to a patient record such as medications list, Rx from the referring physician, or any other note that is relevant to patient care. To upload documents to a patient file, go to the Patient Dashboard, and hover on the Uploads tab at the top. You will then be given two options: ADD or VIEW Steps in Uploading a document Click on ADD to upload a new document such as a medications list, signed plan of care or any ...

Patient Dashboard - Amendments

Amendments Once a document has been finalized, it can no longer be edited. If there is any need to add or correct information, the user can add an amendment. Creating Amendments Under the Completed documents section in the Patient Dashboard, within each finalized document, there is an Amendment Button (marked as A). Once clicked, a pop up appears that will ask you to provide information. Sections with asterisk are mandatory fields. Click Record Amendment once completed. Once ...

Patient Dashboard - Episodes

Episodes In Touch EMR allows you to have multiple episodes for the same patient. The underlying principle for the Episodes feature in In Touch EMR is progressive documentation and independent pathway for different patient body parts/specialty types at the same time. Example: If a Physical Therapist does an Initial Evaluation and does daily notes, re-evaluations etc. (with data carry forward)...and if an Occupational Therapist is also working with the patient at the same time, they can also ...

Patient Dashboard -Comparator

Comparator The comparator tool allows the user to view 2 separate notes for comparison purposes. To run a comparator search, go to the patient’s dashboard > Comparator The comparator helps the user to assess if the patient’s condition is on track and/or is improving. It will combine the Subjective, Objective and Plan of Care information for the 2 selected documentation allowing the user to compare and access progress. To start, click the compare documents icon. A pop up will appear...

Faxing Documents

Faxing Documents In Touch EMR allows user to fax documents without any limit. From the Patient Dashboard under the Documents section, you will see the fax icon next to any document. ( Completed documents, Plan of Care, Flowsheet and Miscellaneous note) Once the fax icon is clicked, the Send Fax Page will appear: - Select Recipient - 3 options for selecting a patient - Referral Source - If there is any referral provider associated on the patient chart, it will automatically p...

Patient Portal 101

In this training, you will learn how to create and use the patient portal. The patient portal provides access to patients by providing them with their own login details. This allows the patient to be able to request appointments, fill out patient forms, and upload documents. To create a patient portal, make sure that the patient has a UNIQUE email address from their Touch Points. Once an email address is entered on the patient’s Touch Points, - Click on the Edit Patient. -...

Certification List

Certification Tracking When a document is faxed to a physician, users will have the ability to keep track which documents needs to be returned back with the physician signature. That is called the ‘certification list’. To add a document to the certification list click, right click on the document and choose the Add to Certification List Option. The Add to certification list option is also available to the Plan of Care. There will be a blue confirmation notification once the document or ...