Overview

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Logging in, Signing Out and Resetting Password

Welcome to In Touch EMR! Logging in to your In Touch EMR Account Once you have received your username and password from your account manager, you can start logging in to your In Touch EMR account. To log in, go to www.intouchemr.com (http://www.intouchemr.com) and click on the Member Login button. Once clicked, this will direct the user to the In Touch EMR sign-in page. The page will have the username and password box for the users to enter the login details provided by the acco...

Getting Started - Set Up

Since you have an integrated account with In Touch Biller PRO, you will need to get started by setting up your In Touch Biller PRO account. Please click here for those steps (https://privatepracticehelpdesk.ladesk.com/431010-GETTING-STARTED-) Once you have successfully set up your In Touch Biller PRO account, here's what you need to know about In Touch EMR. - All Providers that are set in In Touch Biller PRO are automatically reflected in In Touch EMR - All calendar providers and appoin...

In Touch Biller Pro and In Touch EMR Integration

In Touch EMR is integrated with the practice management software In Touch Biller PRO. In this lesson, it will explain further how this integration works. When you create a new patient in In Touch Biller PRO, a patient chart is automatically created in In Touch EMR with the details you provided in In Touch Biller PRO. When a new provider is added in In Touch Biller PRO, a new login for that provider is created in In Touch EMR. We always use the name of the provider and the NPI number...

Staff

In this lesson, we will discuss the components of the Staff page. Please be advised that only if you have been provided access rights to the staff page, will you have the ability to view this page. Also, only administrators have the ability to make changes to the settings and access rights on this page. To get to the Staff page, click on Administration and choose Staff. Here are the different components that can be seen under the Staff page: - Name of Staff Member - this...

Staff - Access Rights

Note: Only the administrator of the account can assign access rights to other staff member and can nominate other users to be an administrator to obtain administrator privileges. Access Rights allow administrators to limit what a staff member can view or edit in their account. There are 2 ways to get to the Access Rights page: You may access it directly from the Staff Overview Page. Here's the steps how: 1. Click Administration 2. Choose Staff. 3. Click on the edit access rights ...

Staff - Set Up - Fundamentals

Note: Only the administrator of the account can edit the set up for other staff members. Also, administrators can nominate other users to be an administrator to obtain administrator privileges. In this lesson, we will provide you with the list of staff information that you can edit as an administrator. Accessing the Staff Profile Edit Page - Click Administration - Choose Staff - Click the Edit Icon under the Action column Here are the different components that can b...

Staff - Set Up - Compliance

Note: Only the administrator of the account can edit the setup for other staff members. Also, administrators can nominate other users to be an administrator to obtain administrator privileges. In this lesson, we will provide you with a list of staff information that you can edit as an administrator. Accessing the Staff Profile Edit Page Go to Admin > Staff > Click on the Edit icon on the Action Column Compliance General - Auto Certification List - By defau...

Location

If you have signed up for an In Touch EMR and In Touch Biller Pro account, please log in to In Touch Biller Pro to add or edit a clinic location. Click here for the lesson on how to add/edit the location in In Touch Biller PRO (https://privatepracticehelpdesk.ladesk.com/737792-Setting-up-Location-) Once you add a location in In Touch Biller PRO and associate it with an appointment, it will come over to In Touch EMR. To access your clinic information in EMR: - Go to Administration. ...

Connection

The Connections tab allows you to add Insurance Companies, as well as any other 3rd party contact that you may need access specifically for fax documentation within In Touch EMR. In this lesson, you will learn how to: - Add connections - Search Connections - Edit Connections - Delete Connections Add Connections To add/ locate connections, Click on the Administration tab and choose Connections All fields with an asterisk is mandatory Add connection - Connect...

Referral Resources

Referral Resources In this lesson you will learn the following: - Adding Referral Resources - Searching Referral Resources Adding Referral Resources As an integrated user, you must enter the referring physician's information in In Touch Biller PRO. Click here to review the lesson on how to add Referral Resources in In Touch Biller PRO. (https://privatepracticehelpdesk.ladesk.com/086196-Adding-Referring-Providers) Once the Referring Provider has been associated to a patient...

Appointment Reminders

NOTE: Appointment reminders is an additional feature in In Touch EMR. It is not automatically turned on in your account. Please be advised that there is an additional monthly fee once it is turned on. The fee depends on the number of appointment reminder credits that you will avail. You need to contact your account manager to turn this on. In this lesson, you will learn the following: - Setting up Appointment Reminders - SMS Confirmation - Voice Confirmation - Phone verific...

In Touch EMR to In Touch Biller Pro - One Way Integration

DO NOT UPLOAD OR ADD ANY DATA TO IN TOUCH BILLER PRO. ANY QUESTIONS, PLEASE CONTACT YOUR ACCOUNT MANAGER. The following mandatory components must be provided to your account manager before your go-live date with In Touch EMR. Your account manager will set up your accounts, and provide you with your access credentials. 1. Provider information - your account manager will set up providers in In Touch EMR. Providers needs to have NPI, First name and Last name. This information (NPI, first n...