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.
In this lesson, we will discuss the following:
- Editing the patient chart
- Different features available in the patient chart
Editing a Patient Chart
From the Patient Dashboard, you will be able to edit the patient record by clicking on the Edit Patient tab at the top.
There are several tabs located under the Edit Patient tab:
- Essentials
- Segmentation
- Addresses
- Touch Points
- Designators
- Insurance
- Alerts
- Certification List
- Patient Login
For In Touch Biller PRO clients, you need to make changes in In Touch Biller PRO for the demographic information, touch points, Address and insurance.
NOTE: On each section in the edit patient there is an UPDATE button. You will need to click the update button whenever you are done with the edits to save the changes made.
Essentials
This area is for the demographic information, other personal information and HIPAA Agreement. Highlighted areas can only be edited in In Touch Biller PRO.
NOTE - If you enter an email address that is already in use/ registered to another patient, a prompt will appear that the email already exists and the system will indicate that you need to use another email.
Active and Inactive Patients
Under the Edit Patient Essentials tab, you will see an area to activate or inactivate patients under Patient Category. This is useful in cases of when there are duplicate patient records, you can inactivate one to avoid confusion or in cases when the patient has been discharged and you want an indication of which patients has been discharged. To review the lesson on how to generate a list of patients that are active or inactive, click here.
Once a patient chart has been inactivated, there will be an exclamation point next to the patient name on the patient dashboard as an indication that it is an inactive patient.
Therapy Newsletter Subscription
If you have a Therapy Newsletter account and have it sync with your In Touch EMR account, you will have the ability to transfer your patients name and email address directly from In Touch EMR to Therapy Newsletter.
This area in the patient chart indicates that this patient has given permission to start receiving newsletters monthly and will be a part of the Therapy Newsletter contacts. Ticking this box to mark with a check will indicate the system to add the patient's email address to the list of patients that will be added to Therapy Newsletter when you map your contacts.
HIPAA Agreement
Once ticked it will be marked with a check indicating that the patient has agreed and is aware of HIPAA compliance.
Minor Patient
Located at the bottom of the page under the HIPAA Agreement. By default this box is unchecked.
Once checked, it will open new options below for you to fill out the parent/guardian information.
Segmentation
These are additional information about the patient. It is not essential but can be helpful in the future when trying to target certain demographic or other ways to filter patient list. To review the lesson on how to generate a list of patients base on their segmentation information, click here.
Addresses
Pre-populated when a patient chart has been created in In Touch Biller PRO, the address information from the chart will come over to In Touch EMR. So this information will already be filled. But if the user wants to add additional addresses, you can add it here since you can only have one address in In Touch Biller PRO.
Once you click on Add Location to add new addresses, a pop up box appears. Fill it in with the details. All boxes with an asterisk is a mandatory field. Click on the save button to ensure that the information has been successfully added. The pop up box will automatically disappear once it has been saved.
Touch Points
Just like the addresses, phone numbers comes over from In Touch Biller PRO but you will have the ability to add more in this page.
To add more Touch Points click on Add Touch Point button and this pop up will appear:
All areas with an asterisk is mandatory. Here are the information to be filled up in this area:
- Touch Point Type - Users can indicate what type of touch point they are adding by choosing from this drop down menu
- Touch Point Category - users can indicate if this touch point is for the patient's home, work etc
- Phone number
- Extension
- Emergency Contact - indicates if this contact can be reach during emergency
- Miscellaneous information - add any note
- Appointment Reminder - This is important, if your clinic had signed up for appointment reminder services with In Touch EMR. We will be the one to send out messages to your patients whenever they have an upcoming appointment. In this section, you will need to indicate which touch points they want to be reached for their appointment reminder and how they want to be reached either text, call or email
If you had chosen Email as the touch point type, the pop up selections will change to this:
- Emergency Contact
- Miscellaneous information - add any note
- Appointment Reminder - for email this is just a check box to indicate that they signed up to receive email reminders.
Designators
This is additional form of identification for the patient.
Click on Add Designator button to start adding additional information.
This is the pop up that appears when the Add Designator button is clicked. All areas with asterisk is a mandatory field.
The Designator category allows you to choose either a different form of ID or a social security number
Insurance
Just like the addresses, the insurance information automatically comes over from In Touch Biller PRO. If you need to make changes, you will need to go to your In Touch BIller PRO account and add new insurance/payer information there for it to come over to In Touch EMR.
IMPORTANT: For Medicare and other Medicare products the 8-minute rule unit computation automatically applies while for other non-Medicare products, the AMA 15 minute rule applies. But if the user wants to indicate a different unit computation for the patient, you can turn either the 8-minute rule or 15-minute rule under the Insurance Tab. Just turn it to either YES or NO for either of the selections.
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Medicare 8 minute Rule 60-70% of all payers follow the Medicare 8 minute rule. Please enable this if you would like us to use the Medicare 8 minute rule to automatically calculate units based on minutes specified in the flowsheet for timed codes. Un-timed codes will remain at 1 unit. Please review payer specific guidelines before you enable this option. |
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AMA 15 minute Rule 30-40% of all payers follow the AMA 15 minute rule. Please enable this if you would like us to use the AMA 15 minute rule to automatically calculate units based on minutes specified in the flowsheet for timed codes. Untimed codes will remain at 1 unit. Please review payer specific guidelines before you enable this option. |
The users will also have an option to turn on the Universal Medicare 8 minute rule feature. Once turned on, the Medicare 8 minute rule will be applied universally across all patients and all payers for that particular user.
Or use the Auto 15-Minute Rule Feature. Once turned on, In Touch EMR automatically applies the AMA 15-minute rule for payer profiles that do not include Medicare.
To review the lesson on how to turn the features on and off, click here