EMR Datacenter® - Recent Threads

What is the ANSI X12N 837P form type in the Claim Registry

admin — Fri, 27 Feb 2026 20:59:55 GMT

EMR Datacenter now supports the ANSI X12N 837P format for submitting elctronic claim to a clearinghouse. Optum is our preferred clearinghouse. however we can uploade to other clearinghouses for a small onboarding fee. Contact techical support at 800.481.9060 x2 to find out more

Retrieving Previously Submitted or Printed Claims in EMR Datacenter

admin — Tue, 05 Aug 2025 21:58:00 GMT

By default, when you create a Disk Image or print a batch of claims, EMR Datacenter automatically unchecks the Queue column. This prevents duplicate submissions or printouts.

However, you can still retrieve batches of claims that have already been submitted or printed. Each batch is timestamped with the exact date and time it was created—note that this may differ from the actual dates of service.

To locate a specific batch, you’ll need to estimate how many days ago it was created. This helps you define the correct Days Open range for retrieval.

Steps to Retrieve and Requeue Claims

Go to Tools > Insurance Manager or click the Insurance Manager icon on the left toolbar
Select the Claim Registry tab.
Choose the appropriate Form Type (e.g., DiskImage 0212 or CMS-1500 0212).
Click the Filter icon next to the Form Type.
In the Days Open fields, enter the date range (e.g., 0 and 2 for claims created in the last two days).
Check the All Claims box above the Days Open fields.
Click Display to view the matching claims.
Right-click any claim and select Queue All to requeue the entire batch.
Click the SAVE icon to generate a Claims0212 file or click the Printer icon to print paper claims.

Below is a brief video.

(Please visit the site to view this video)

Visit YouTube.com/SoftwareMotif for more training videos

Have You Visited Our YouTube Channel?

admin — Tue, 02 Mar 2021 19:57:17 GMT

Software Motif now has many training videos on our YouTube Chanel. Checkout the link below and please Subcribe to our channel and click on the Bell to turn on notifications to be notified when new content is added:

Youtube.com/SoftwareMotif

Auto Checkout Macros

admin — Thu, 29 Aug 2019 21:12:30 GMT

Below is the link to a video on our Youtube Channel on Auto Checkout Macros:

https://www.youtube.com/watch?v=t8VrOFSaiOs

What are Auto Checkout Macros?

Auto Checkout Macros allow you to "map" CPT Procedure Codes to your MyEMR for Windows® Modalities for speedy checkout in EMR Datacenter. Clicking the MyEMR button on top of the Transaction Window will populate the transaction with the patient's "mapped" Modalities.

Not all Modalities are mapped in the Factory database, and any 'procedures you may have added are not mapped.

LEGEND

Procedure Catalog Window
Auto Checkout Macros button.
Treatment Macros - are the Modalities in your Plan Window.
Available Procedures - are all the procedures in the Procedure Catalog.
Arrows - move the procedures back and forth between the Available Procedures and Procedures in Macro.
'Procedures in Macro' box.

Mapping Auto Checkout Macros

Auto Checkout Macros may be mapped in either EMR Datacenter or MyEMR for Windows®. To map the modalities, in either program:

In either program, click Tools > Catalogs > Procedures
Click the Auto Checkout Macros button.
Click the Modality in the Treatment Macros box to see if the procedures are mapped.
Scroll to click on the appropriate procedure in the Available Procedures box.
Click the arrow pointing to the right to assign the procedure to the Procedures in Macro box.
Repeat the previous steps for each macro you want to map.
When finished, close the Procedure Macros and Procedures Windows (there is no SAVE).

Inventory

admin — Thu, 29 Aug 2019 19:19:00 GMT

FAQ coming soon!

What is Intelli$ense and how is it used?

admin — Thu, 29 Aug 2019 16:55:22 GMT

Intelli$ense - FAQ Coming soon!

Procedure Catalog

admin — Tue, 06 Aug 2019 21:50:31 GMT

Procedure Catalog

EMR Datacenter and MyEMR for Windows^® share a factory set of Procedure or CPT codes as well as Accounting codes in Tools > Catalogs > Procedures. The procedures do not have their associated fees. So part of the initial setup is to:

Enter the fees for the procedures you will be using.
Add any new procedures that are not already in the Procedure Catalog.
Optionally 'map' the Auto Checkout Macros (see Auto Checkout Macros).

Entering Fees to Existing Procedures

The factory Procedure Catalog already has most common procedures entered with the exception of the Fee/Unit Cost (4). To enter the fees:

In either EMR Datacenter or MyEMR^®go to Tools > Catalogs Procedures.
Use the Catalog ID list (12) or Search button (1) to lookup the procedure to add a fee.
Enter the amount in the Fee/Unit Cost box (4).
[Optional] If you offer a Time of Service Reduction, enter the amount of the discount in the TOSR Discount box (7). Click here for more on TOSR Discount
[Optional] If the procedure always requires a modifier, enter the modifier in the Modifier box (9). For modifiers specific to a certain Insurance payer(s), you would enter them in the payer's Intelli$ense. (For more information on Intelli$ense, Click Here).
You are not able to Delete procedures. You can set them Inactive in the Status(5) box. Inactive procedures will notshow in the Search or Lookup feature.

Creating New Procedure Codes

In either EMR Datacenter or MyEMR^®go to Tools > Catalogs Procedures.
Click the New button. (1)
Enter a Catalog ID (2). The Catalog ID can be any combination of letters and/or numbers
Enter the Description (3).
Enter the amount in the Fee/Unit Cost box (4). If it is Taxable check the Tax box.
The Status (5) can either be Active or Inactive. Inactive procedures will not be included in the Search or Lookup.
Choose a Category from the Category (6) drop-down list. If you want to add a new category, click the Categories button (1) on top to add a new category.
[Optional] If you offer a Time of Service Reduction, enter the amount of the discount in the TOSR Discount box (7). Click here for more on TOSR Discount
Enter the CPT code in the CPT Code box (8) if applicable.
If the procedure always requires a modifier, enter the modifier in the Modifier box (9). For modifiers specific to a certain Insurance payer(s), you would enter them in the payer's Intelli$ense. (For more information on Intelli$ense, Click Here).
The default Place of Service (10) is "Office" and the default Type of Service(11) is "9-Other Medical Service". You may change them if necessary by clicking the drop-down.
The Billable to: area determines who will be billed for this procedure.
- Either (default) - allow the procedure to be billed to a third party payer, insurance, or the patient.
- Third Part - the procedure can only be billed to Insurance or other third party payer (e.g. a report of findings fee).
- Patient - the procedure is only billable to the patient (e.g. supplements).
The other fields pertain to Inventory items. Click here for the Inventory FAQ
You are not able to Delete procedures. You can set them Inactive in the Status(5) box. Inactive procedures will notshow in the Search or Lookup feature.

Submit/Resubmit a claim to a secondary payer

admin — Tue, 07 May 2019 22:07:06 GMT

You may either submit or resubmit a claim to either a primary or secondary payer. The steps are the same for both:

In the Post Insurance Window, go to Global or Linet Item Posting.
Find the claim you want to submit to a secondary and click on it (if Line Item Posting, click on one of the lines in the claim).
Click the Resubmit drop-down and choose the appropriate payer (see picture below)
Click the Floppy Disk to Save the changes
Close the Post Insurance Window.
Reopen the Post Insurance Window, the claim will now be assigned to the chosen payer and queued in the Insurance Manager
Depending on the Form Type assigned to the payer in the Policies Window, the claim will print with the next paper batch or included in the next Disk Image batch.

EMR Datacenter Ledger Reports

admin — Tue, 19 Mar 2019 18:01:48 GMT

You can print the current view of the ledger by clicking the 'Print' icon at the top of the Window.

ALL three (3) printed designs of the ledger are now formatted to fit in either #9 or #10 Double Window envelope when folded using a Z-Fold (see video below). There is a 'dashed' fold-line under the patient name and address to guide where to fold the paper to line up in the windows.

There are three (3) different formats for printing the Ledger: Simple, Detail and Attorney Clean Bill.

Simple

The simple ledger report includes only service and payment categories for the current view of the ledger. It contains the dates, quantities, description, amounts and the summary.

If ALL transactions are not included in the view, the report will state: *Not all transactions were selected for display. The summary will not add up to the total account balance.

Detail

The detail report includes more detailed information such as the ID and CPT codes of the transactions. It also includes the payer ID if there is a third party payer as well as if the charges are filed on a claim and what is insurance responsibility and/or patient responsibility. The summary is broken down by payer, patient, and total amounts.

If ALL transactions are not included in the view, the report will state: *Not all transactions were selected for display. The summary will not add up to the total account balance.

Attorney Clean Bill

The Attorney Clean Bill includes dates, CPT codes, Modifiers, Qty, Descriptions, DX codes, and amounts. The summary breaks down the patient, payer and total amounts due.

If ALL transactions are not included in the view, the report will state: *Not all transactions were selected for display. The summary will not add up to the total account balance.

(Please visit the site to view this video)

EMR Datacenter – How to use the Ledger

admin — Fri, 15 Feb 2019 17:09:59 GMT

The Ledger is used to view transactions for the currently open patient and is launched from the Ledger icon.

Find Transactions

Using the Find Transactions filters, you may view either ALL or a “snapshot” of the patient’s ledger as well as print the ledger in one of three (3) different formats.

Launching the Ledger brings up the Find Transactions Window. Click the Display button to view ALL patient transactions for ALL providers.

Optionally, you can use the “Smart Date”, Drop-downs, Check Box and Button feature to view a ‘filtered’ Snapshot of the ledger.

Provider Dropdown – Use the provider dropdown to filter for individual or ALL providers
Smart Date – Use the Smart Date feature to view a pre-selected date range such as Today, Last Month, This Year, etc.
Custom Date – Allows you to view the ledger for a date range other than the Smart Date. Enter the starting date in the From box and the ending date in the Thru box.
Sort by – Choose the sort option.
1. Receipt - Will sort by the order the transactions were entered (Date of entry)
2. Date of Service - Sorts transactions by the date of service
Filter Buttons – These buttons allow the ledger transaction display to be ‘filtered’ for different ‘snapshots’ of the ledger based on the checkboxes selected.
1. All – Displays All transaction categories for both patient and insurance. (all boxes are checked).
2. None – Unchecks all the boxes; will not display any transactions. Use this as a starting point to manually choose checkboxes.
3. Services – Filters for only services entered. The default is both Patient and Insurance boxes checked or uncheck one or the other.
4. Patient – The default checks ALL patient related boxes and displays only patient-related transactions. Uncheck any category boxes that are not needed.
5. Insurance - The default checks ALL Insurance related boxes and displays only Insurance related transactions. Uncheck any category boxes that are not needed.
6. Accounting – Displays all Accounting related transactions for both Patient and Insurance. It does not display the patient or insurance Services.
Check Boxes – The checkboxes allow you to manually “filter” what transactions the Ledger displays. Checked boxes will display the related transactions. Unchecked boxes will suppress the related transactions.
Display – Click the Display button to display the ledger based on the sort and filter criteria.

How do I view Practice Statistics?

admin — Thu, 31 Jan 2019 21:29:34 GMT

The Statistics Report allows you to view your statistics for a date range and/or specific prover as well as a summary of the current Collection Ratio and Accounts Receivable.

What is in the Statistics Report?

The Statistics Report consists of four (4) sections. Services/Products, Collections, Adjustments, and Summary.

Services/Products

This section reports all the services and products rendered for the selected date range and/or provider. The section is broken down by category and reports subtotals for patients and insurance and the overall total for each category. The report also shows the percentages of the total for each category.

Collections

The Collections section shows all the monies collected from patients and insurance. The patient collections are broken down by Cash, Credit Card, and Checks. The insurance collections are only by checks. Additionally, the collection section shows the percentage breakdown of each of the collection types.

Adjustments

The Adjustments include Write-Offs, Debit or Credit Memos, and any Transfers entered during the selected date range and/or for the specific provider.

Summary

The Summary consists of the current Collection Ratio, Current total Accounts Receivable, Current total and Accounts w/Credits by Patient, Insurance and Total.

New Patients

This section reports the total number of new patients entered in the system for the selected date range and/or provider. Additionally, the New Patients section show the number of new patients for each Account Type.

Appointments

The Appointment Statistics have been moved to a separate report (See Appointment Statistics).

Visit Receipts

This is the number of visit receipts processed for the selected date range and/or provider

How To Run the Statistics Report

Launch the Statistics Report by clicking on Tools > Reports > Statistic > Financial Statics to open the EMR Datacenter Statistics Wizard

In the EMR Datacenter Statistics Wizard: Click Select (1). Then use one of the Smart Date choices (e.g. Today, last year, etc.) or enter a custom date range (2). Choos All Providers or a specific Provider (3). Then click OK (4) to run the report.

EMR Datacenter - Ledger Overview

admin — Fri, 25 Jan 2019 21:00:30 GMT

The EMR Datacenter Patient Ledger has a new look* as well as some enhanced features. To access the Ledger, open a patient file and click the Ledger icon on the left Toolbar. This will pull up the Find Transactions Window.

Use the Find Transactions Window to select what transactions to view and how to view them. For example, you may just want to see 'this years' Insurance transactions.

Once you click display, the Ledger will load with the transactions that match the criteria entered in the Find Transactions Window. If you are not viewing ALL transactions, there will be a message in the upper right stating xx of xx transactions Selected.

Below is a sample Ledger and a legend describing the different parts of the Ledger.

1. Date of Service	11. On Claim (Y or N)
2. Entered By (user)	12. Amount (Insurance or Patient)
3. Date of Entry	13. Taxable/City/State Tax
4. Provider Catalog ID	14. Diagnosis area
5. Insurance Payer ID	15. Search Criteria
6. CPT code	16. ∑- Summary of selected transactions
7. Modifier section	17. Print Ledger (simple, detail, attorney clean bill)
8. Description	18. Claim Properties of selected transactions
9. Remarks	19. Edit Receipt
10. Bill To (P=Patient; #=Payer #)	20. Refresh Search

*Please note: a minimum screen resolution of 1366x768 is required to view the updated Ledger. Otherwise, the 'legacy' Ledger Window will be displayed.

Appointment Statistics Report

admin — Fri, 16 Feb 2018 15:17:42 GMT

Appointment Statistics in EMR Datacenter used to be incorporated in the Financial Statistics Report. Appointment Statistics now has a separate report that is both text and graphical with both a Pie and Bar chart.

How to run the Appointment Statistics Report

On the EMR Datacenter Menu bar, click on Tools > Reports > Statistics > Appointment Statistics.
Choose either All Providers or a specific Provider.
Choose one of the Smart Dates (e.g. This month, this year, etc.) or enter your own date range.
Click the Okay button to run the report.

Where do I add a Prior Authorization for Box 23 on the claim form

admin — Wed, 05 Apr 2017 19:54:20 GMT

If a Prior Authorization code is required in box 23, you enter that in the patient's Insurance Policies Window on the CMS-1500 tab (see below).

How do I run a Claims Outstanding Report

admin — Thu, 13 Oct 2016 19:37:05 GMT

The Outstanding Claims Report can be run to get a list of claims that have not been paid. You will run the report twice. Once for CMS-1500 (paper) claims and once for DiskImage 02/12 (electronic) claims.

Before running the report, you need to determine what range of claims you want to view, based on the number of Days Open. Not the dates of service. For example: over 30 days open; 30 to 90 days open etc.

Once you know the criteria for the range of days open you are ready to run the report.

Claims Outstanding Report

Click on Tools > Reports > Insurance > Claims Outstanding.
You will see the Select Claims dialog box.
In the Claim Type drop-down, choose either CMS-1500 or DiskImage 02/12.
Use the Days Open boxes to enter the range to view. For example: Type 30
in the first box for over 30 days open. Type 30 in the first box and 90 in the second
box for 30 to 90 days open. Type 365 in the second box for 0 to 365 days open.
Type an amount in the first Balance Due box to exclude claims with a $0.00 balance.
For example .01 or 1.00.
Uncheck the Limit display to queued claims only checkbox.
Click the Display button to display the report.
Click the Printer icon to print the report.

EMR Datacenter - Transaction Window Overview

admin — Mon, 03 Oct 2016 17:25:18 GMT

The Transaction Window in EMR Datacenter has a new look* as well as some enhanced features. Below is a First Look at the updated Transaction Window as well as a brief description of the different sections and features. To open the Transaction Window, open a patient file and click the Transaction icon on the left toolbar.

1. Item Entry	6. Save, Print, Next appointment menu
2. SALT, MyEMR®, TOSR, Clear Receipt	7. Insurance Payer information
3. Payment method buttons	8. Current Diagnosis
4. Toggle Search and Macros panel	9. Box 19 override
5. Code Search and MyEMR® Macros panel	10. Patient financial snapshot

*Please Note: A minimum screen resolution of 1366x768 is required to view the updated Transaction Window. Otherwise, the 'legacy' Transaction Window will be displayed

TOSR (Time of Service Reduction)

admin — Mon, 26 Sep 2016 15:12:36 GMT

TOSR: Time of Service Reduction

Time of service reduction ("TOSR") is a method of discounting services that does not discriminate against any person or responsible party in a healthcare provider office.

If services are paid at the time of service, a discount is appropriate since there will not be the administrative costs of billing and collecting the services, or the losses incurred through insurance (or discount plan) denials that, although candidates for administrative appeal with merit, the administrative costs outweigh appealing most services that are denied.

Accordingly, if a patient pays at time of service, it is fair to offer them a reasonable discount, proportional to your administrative collection fees, plus an incentive for a patient to pay at time of service.

This is non-discriminatory, because if an insurance adjuster was at the office with the company checkbook as their insured party checked-out, you would offer them the same TOSR discount. (Don't count on this.)

EMR Datacenter supports TOSR through the Tools->Procedure Catalog. For each service or product entry, the TOSR amount is the reduction. For example, if you charge $45 for an adjustment, but fairly assess your administrative payroll and other costs to collect the $45 as $8, then it is fair to implement the $8 TOSR discount. Similarly, if hot packs are $20, but the patient is willing to pay at the time of service, a fair TOSR discount may be $6.

The rule is that your TOSR discount is reasonable and prudent. The TOSR discounting method is not intended for hardship or charity cases, but the norm of your healthcare transactions.

Once you have decided your TOSR discount amounts and set them in Tools->Catalogs->Procedures, the TOSR discounts are ready to be implemented. On the New Transaction window, if the front desk person asks if the patient will be paying in full today, their "time of service discount" applies, so the TOSR button on the New Transaction window is pressed which applies the *TOSR discount to each transaction. (If a patient is able to pay some but not services at the time of service, the *TOSR must be deleted for transactions that will be billed – this is the "spirit" and also the legal argument of the TOSR discount.)

In real world situations, where insurance assignment is being accepted, the insurance companies will never receive the TOSR discount, because the insurance responsibility is assigned and billed. But if a patient has an insurance policy and you are not accepting assignment on the insurance, you do not have the administrative costs of billing so the patient should be able to qualify for the discount. You should seek legal advice in your state regarding the patient receiving a discount and their ability to receive proportional reimbursement when filing their own insurance.

Prepaid Wellness Care Plans and Group Discount Plans

Prepayment escrow plans are great for office, with emphasis that the legal agreement be construed such that the healthcare provider is not practicing insurance without a license.

Once again, since there is not the administrative cost of collecting the payment, this substantiates a reduced amount for the term of the escrow pre-payment, pursuant to a well constructed legal agreement. Before constructing any pre-payment escrow plan, you should check with a legal advisor who specializes in Healthcare Law in your state, or with your state's chiropractic association.

Group discount plans aren't themselves insurance companies, but rather are constructed to offer discounts for chiropractic, dental and other heathcare services. These patients are essentially cash patients who qualify for a discount negotiated by the group discount plan. These discounts should be entered as simple patient credit memos, or new patient credit memo entries can be created so that practice statistics can total the amount for each group discount plan.

How do I Edit/ Delete a Transaction

admin — Thu, 08 Sep 2016 15:40:20 GMT

You can edit or delete a transaction. While editing, edit an existing line item, add a new line item, and/or delete a single line item. Additionally, you may delete the entire transaction.

Choosing the transaction

The first step for any of the above, is to find the transaction in the Ledger:

Open the patient chart.
Click the Ledger icon on the left site of the Front Desk.
Click Display for ALL transactions, or make the appropriate selections in the Find Transactions box, then click Display.
Find the transaction you want to work with.
Right-click the transaction and choose Edit Receipt.

Now that you have the transaction open, you may edit it or delete it.

Deleting the entire transaction

To delete the entire transaction, click the Clear Receipt button just below the transaction grid on the right.
Click Save (floppy disk) to "Save" the blank transaction.

Editing a receipt

Once you have the receipt open, you may make changes to the provider, dates, amounts, as well as where the transaction will be billed.

You may also add or delete line items.

Adding new line items

To add a line item while editing a receipt, click on the next line and enter the Catalog ID of the procedure you wish to add. Click the floppy disk to Save

Inserting a new line item

You may also 'insert' a line item between two (2) existing line items while editing a receipt:

Click on the line item below where you want to insert a new line.
Hold down your Ctrl key and press the Insert (INS) key on the keyboard (Ctrl+INS).
A new blank line item will be added above the line you selected.
Enter the Catalog ID for the procedure.
Click the Floppy Disk to Save.

Deleting a single line item

Instead of 'clearing' the receipt, you may choose to only delete certain line items on the receipt. To delete a single line item while editing a receipt:

Click on the line item you wish to delete.
Hold down your Ctr key and press the Delete (Del) key (Ctrl+Del).
Repeat as necessary.
Click the Floppy Disk to Save

How do I Create a Patient Email List?

admin — Fri, 08 Jul 2016 15:30:21 GMT

You use Tools > Reports > Patient Master List to generate a report of patients with email addresses. This report is exported to your site folder as PatQuery.txt. PatQuery.txt is a 'quote-comma delimited' file that can be imported into various other programs such as Word, Excel, or email marketing. You download PatQuery.txt from your site folder using the MyEMR SaaS Cloud Connector on your desktop.

Below is a brief step-by-step video on how to generate and download a patient email list: (Please visit the site to view this video)

https://youtu.be/jfn05zrQ6bY

How do I file claims electronically?

admin — Thu, 05 May 2016 16:06:09 GMT

You create electronic claims (Disk Image 02/12) the same way you create paper claims (CMS-1500 02/12). In fact, they are both created at the same time. Instead of printing the claims to paper, you Save the claims to a file that is downloaded to your local desktop then uploaded to your clearinghouse.

Here are the the steps to filing claims electronically:

Before you create claims:

Make sure you are signed up with a clearinghouse that accepts print image files and everything is ready foryou to submit claims to them.
Go to Tools > Catalogs > Insurance Payers. For each payer you will bill electronically, set the Default Form Type to Disk Image 02/12. Additionally, if your clearinghouse has provided your with payer IDs for your payers, enter them in the Payer ID field.
For each existing patient you want to bill electronically, go to their Insurance Policies Window and on the Billing tab, make sure the Form Type is set to 'Disk Image 02/12' (future patient's form type will be set according to the Default Form Type for their payer).

Create claims as normal:

Go to Tools > Insurance Manager.
Check the Pre-Billing Scrubber tab for patient missing information and correct as needed (optional).
Click the Claim Registry Tab.
By default claims are created for transactions through the previous day. You may change that date if you choose.
Click the Create New Claims icon to create all new claims.
Click Yes to create the new claims.

Create Disk Image 02/12 File:

Choose Disk Image 02/12 from the Type drop down box.
You will see how many claims are selected and queued.
Click the floppy disk icon to create the disk image file.
Click Yes to create a new disk Image file. If you click No, the claims will be added to the existing file.
The queued claims will be save to a file named Claims0212.txt.

Download the Claims0212.txt file to the desktop of you local computer:

Keep EMR Datacenter open.
Locate the the MyEMR® SaaS Cloud Connector on your computer.
Click the first arrow on the left.
The Claims0212.txt file will be downloaded. You should receive the message: 'Download to Windows Desktop complete'.

You will upload the Claims0212.txt file to your clearinghouse from your Windows Desktop.

How can I organize Imagecenter files in folders?

admin — Fri, 29 Apr 2016 16:21:21 GMT

All files uploaded to the Imagecenter are uploaded to the Root Folder unless you are in the Patient or X-RAY Windows.

You can organize your images in the Imagecenter by creating folders and moving or copying files between the folders.

To Create Folders in Imagecenter

Right-click on a blank space in the thumbnail view and click Folder View.
The thumbnails will now be just the file names.
Right-click on a blank space and click New Folder.
A new folder will be created named 'New Folder' but you can and should rename it.
Press Enter to save the new folder name.
You may create as many folders as you like.

To Move Files to Another Folder

Once you have created folders, you can copy or move files from the Root Folder to another folder.
Right-click the file you want to move or copy.
Choose Cut to remove the file from the Root Folder.
Choose Copy to leave the file in the Root Folder and copy to another folder.
Double-click the folder where you want to move or copy the file to open the folder.
Right-click in the folder and choose Paste to paste the file in the folder.

How can I limit claims to a single Date of Service?

admin — Fri, 15 Apr 2016 15:06:53 GMT

By default, EMR Datacenter creates claims with up to six (6) line items per claim. As a result, it is possible to have multiple dates of service on a claim as well as dates of service 'split' between two (2) claims. This can be an issue particularly if you do not create claims the last day of the year. You may end up with transactions from the previous year on a claim.

In preferences, you can tell EMR Datacenter to only put one (1) date of service on each claim. To do this, go to:

Tools > Preferences > Insurance tab

Check the box labeled 'Limit to single DOS per claim'.

What is the Transaction Recap report?

admin — Wed, 13 Apr 2016 21:10:07 GMT

The EMR Datacenter Transaction Recap report lists all transactions for a given date or date range and can be run for either individual, or all Active Providers. The last page is a summary of the activity and can be used to verify your bank deposits. To run the report, click:

Tools > Reports > Transaction Recap

When the report launches, you will see the dialog box below to enter the criteria for the report:

Enter the criteria in this box for the report:

SmartDate
Quickly select a pre-defined date range
(e.g. Today, last week, etc).

From & Thru
Enter a custom date range other than one of the SmartDates.

Options - Date of Service
Displays transactions based on date of service,
irrespective of the date of entry. (Recommended.)

Options - Date of Entry
Displays transactions based on date of entry.
This is used in the event of backdated entries, outsourced
billing services, or other personnel issues that involve backdating
rather than making all entries on a live basis.

Provider
Choose either Active Providers, or a single provider from the
dropdown list. This field cannot be left blank.

Once you have entered the criteria, click the OK button. The repor will generate and appear on your screen. Click the Printer icon on top to print the report.

How do I use the Missing Progress Notes Report?

admin — Wed, 13 Apr 2016 20:50:30 GMT

The Missing Progress Notes report is designed to be run prior to creating insurance claims.

The report looks for any insurance transactions, not on an insurance claim, that do not have a corresponding SOAP note in MyEMR for Windows.

The report lists the patients in alphabetical order and lists the date(s) that are missing notes.

You run the report from:

Tools > Reports > Missing Progress Notes

There is no criteria to enter for the report. It will generate when you click on Missing Progress Notes.

The Missing Progress Notes report will:

List all patients with insurance transactions that are not on an insurance claim; missing a corresponding SOAP note.

The Missing Progress Notes report will not:

List missing notes for patients that do not have insurance transactions (cash patients).
List missing notes for transactions that have already been generated on an insurance claim.

If you have already created insurance claims or have cash patients you want to be sure have notes for a date or date range, you can run the following two (2) reports and compare them to verify you have notes for each transaction, as well as transactions for all notes:

EMR Datacenter:
Tools > Reports > Transaction Recap (see Transaction Recap)

MyEMR for Windows:
Tools > Reports > Visit Recap (see Visit Recap)

In the Diagnosis Window, what are ICD-10 My Favorites and how do I use them?

admin — Wed, 23 Mar 2016 16:04:09 GMT

ICD-10 My Favorites are a group of diagnoses you add to a pattern. This allows you to easily choose your common diagnoses from a pattern you create. You may create ICD-10 My Favorites in either MyEMR® for Windows or EMR Datacenter and they will be available for use in both programs. Below is a brief video on how to create and use ICD-10 My Favorites:(Please visit the site to view this video)