User Guide ClearHeath 1.

0
Q306 Edition

©2003-2006 Uversa Inc. All Rights Reserved

Table of Contents
ClearHealth Overview.........................................................................................................5
Finding Support ..................................................................................................................6
Becoming part of the community...............................................................................6
The ClearHealth Forums............................................................................................7
Reporting an issue......................................................................................................8
About this Guide..................................................................................................................9
Navigating ClearHealth.....................................................................................................11
The ClearHealth Interface.............................................................................................11
Section Descriptions......................................................................................................12
Calendar ...................................................................................................................12
Patient ......................................................................................................................12
Billing.......................................................................................................................12
Admin ......................................................................................................................12
ClearHealth Site Map...............................................................................................14
Common Tools and Features in ClearHealth................................................................15
Using the ClearHealth Pop-up calendar...................................................................15
Using the Grid..........................................................................................................16
Validation.................................................................................................................18
Currently Selected Patient........................................................................................19
Creating Patient Records....................................................................................................22
Record Locking.............................................................................................................23
Interrupted Registration................................................................................................25
Entering Patient Data.........................................................................................................26
Patient Details...............................................................................................................27
Active/Inactive Records...........................................................................................29
Patient Phone Numbers.................................................................................................30
Patient Addresses..........................................................................................................32
Patient Payer Information.............................................................................................34
Working with Related People.......................................................................................36
Working with Secondary Identifiers.............................................................................38
Working with Name History.........................................................................................38
Patient Statistics............................................................................................................38
Searching for Patients........................................................................................................39
The Patient Dashboard.......................................................................................................40
The Currently Selected Patient .....................................................................................40
Patient ...........................................................................................................................41
Patient Notes.................................................................................................................41
Insurers..........................................................................................................................41
Encounters.....................................................................................................................43
Appointments................................................................................................................44
Account information.....................................................................................................45
Forms.............................................................................................................................47
Navigating the Calendar....................................................................................................50
Calendar Filters.............................................................................................................51
Calendar Search ...........................................................................................................53
Working with Appointments .............................................................................................54
Making Appointments from Schedules ........................................................................54
Editing and Moving Appointments...............................................................................55
Deleting Appointments.................................................................................................55
Canceling Appointments...............................................................................................55
Recording No Shows.....................................................................................................55
 Overbooking..................................................................................................................57
Family Appointment Notification.................................................................................57
Visit Queuing................................................................................................................59
Printing the calendar.....................................................................................................61
Creating Encounters...........................................................................................................64
From Appointments......................................................................................................64
Manually Creating Encounters......................................................................................64
Filling out Encounters........................................................................................................65
Filling out Co-Pays in Encounters................................................................................65
Adding Claim lines in Encounters................................................................................67
Dental Encounters....................................................................................................68
Encounter Forms...........................................................................................................68
Extra People in Encounters...........................................................................................68
Extra Dates in Encounters.............................................................................................68
Other Encounter information........................................................................................70
Selecting Payers in Encounters.....................................................................................70
Closing an Encounter....................................................................................................70
Working With Claims........................................................................................................73
Claim Status..................................................................................................................73
Filters.............................................................................................................................73
Editing Claims...............................................................................................................75
Processing Queues........................................................................................................76
Processing Claims in a Batch........................................................................................77
Posting Payments...............................................................................................................81
Posting Individual Payments.........................................................................................81
Adjustments..............................................................................................................82
Patient Payment Plans..............................................................................................82
Batch Processing of Payments......................................................................................84
Electronic Payments.................................................................................................86
Automatic Payment..................................................................................................86
Patient Account Access .....................................................................................................87
ClearHealth Installation Guide..........................................................................................91
Prerequisites for Installing ClearHealth........................................................................91
Downloading and Installing ClearHealth......................................................................92
Using the ClearHealth Installation Wizard........................................................................93
ClearHealth Installation - Data Collection....................................................................93
ClearHealth Installation Test.........................................................................................94
ClearHealth Installation Actions...................................................................................94
Configuration of Basic Practice Data................................................................................98
Practice Setup................................................................................................................98
Per Practice Configuration............................................................................................99
Making Changes to Existing Practices........................................................................100
Building Setup.............................................................................................................101
Room Setup.................................................................................................................102
Fee Schedule Setup.....................................................................................................104
Discount Tables...........................................................................................................106
Appointment Template................................................................................................108
Claim Templates.........................................................................................................111
Appointment Acceptability Rules Engine...................................................................112
Practical Example of Appointment Rules..............................................................113
Super bill.....................................................................................................................115
Payer Setup..................................................................................................................116
Payer Program Setup...................................................................................................117
Working with Payer Phone Numbers.....................................................................118
Working with Payer Addresses..............................................................................118
Configuration of Users.....................................................................................................119
Adding Users...............................................................................................................119
Information Specific to Setting Up Providers........................................................122
Provider Schedule.......................................................................................................123
Using the Schedule Wizard.........................................................................................123
Reports.............................................................................................................................129
Managing Reports.......................................................................................................129
Creating/Adding a Report...........................................................................................130
Connecting a report to an area of ClearHealth............................................................131
Queries........................................................................................................................132
Select/From.............................................................................................................132
Joins........................................................................................................................134
Where Clause..........................................................................................................135
Dealing with Enumeration......................................................................................135
Token use in Queries...................................................................................................136
Types of Tokens.....................................................................................................136
Example Query with Token........................................................................................138
Practical Example: Patient Address Labels.....................................................................139
Creating a Patient Address Label Report....................................................................139
Templates....................................................................................................................141
Practical Example: Printable Address Labels.........................................................142
Extensions........................................................................................................................150
Creating a extension ...................................................................................................150
ClearHealth Extension Tags Reference.................................................................152
{clni_form } The extension start tag......................................................................152
{submit} A extension submission button..............................................................152
{input} The data input Tag.....................................................................................153
Example Extension with ClearHealth specific tags:..............................................158
Managing Extensions..................................................................................................161
Adding a extension ...............................................................................................161
Viewing Extension Data........................................................................................161
Connecting a Extension to an Area of ClearHealth...............................................162
A Practical Example: Patient Vitals.................................................................................163
ClearHealth Overview
ClearHealth is a new generation of medical software designed by clinics and hospitals and
powered by Open Source software. Industry leading software engineers sat down and listened to what
the medical community was asking for; and they developed a suite of software that serves the
community like never before. ClearHealth is a medical software suite for clinics large and small, with
many features and enhancements for practices with multiple facilities. ClearHealth covers the five
major areas of practice operations: scheduling, billing, EMR, HIPAA Security, and accounts
receivable.

Each set of capabilities has been painstakingly researched and devised with usability experts to
make it quick to learn and powerful to use. Great functionality is around every corner. ClearHealth
includes additional modules for document storage, customizable reporting and extensions, lab results,
and prescription management. ClearHealth includes modules for Scheduling, Billing, EMR, HIPAA
Compliant Security, Accounts Receivable, Document Management and much more. Because of the
flexibility of the system it is possible to use only the modules that are relevant for each individual
practice.

ClearHealth is different because it is powered by Open Source Software. Open Source Software
is a philosophy that gives all users access to the source code, giving them the power to change and
adapt the software to their unique needs. Open Source gives you ownership of the system and the right
to control when and how it is upgraded. It also gives you the ability to cost effectively customize the
software for your practice's individual needs and specialties. There are no obligatory recurring license
fees, no forced upgrades, and no vendor lock-in. Uversa guarantees a life cycle of three to seven years
and offers all levels of support with its ClearHealth Advantage Edition.

Innovative technologies bring major improvements to scheduling and billing. ClearHealth is

web-based and uses your Internet browser to connect to the system. Historically, many people have
found web-based interfaces to be clunky and slow, but by leveraging Uversa's unique real-time
interface technology you can forget about click and wait. ClearHealth has been designed with the user
in mind. Combining Open Source Software with leading industry technologies and design, ClearHealth
is a software suite like no other. The options are limitless when using ClearHealth.
Finding Support
Part of using a product designed with Open Source Software is becoming part of a community.
Open Source relies on every-day users of the product to help make it better.

Becoming part of the community

There are several resources available to you as a ClearHealth user. The first resource, is the
OP/EN website: http://www.op-en.org/ . Here you will find vast resources for dealing with any
issues you may encounter while using ClearHealth.

The OP/EN
website has
links to
multiple
tools and
resources.
From this
website you
can talk
with other
ClearHealth
users,
contact
Uversa Inc.,
Report
Issues
(requests
for
http://www.ope-en.org/ ClearHealth
features/improvements and any specific problem you may encounter). While at the OP/EN
website you can also look at other great products being offered that my enhance your overall
business experience.
The ClearHealth Forums

From the OP/EN website you may access the Forums and talk with other ClearHealth users from
around the world. To access the Forums, simply click on the link entitled Forums on the left hand
side of the OP/EN website. You will need to register in order to achieve the full benefit of the
Forums. In order to register, click on the register link located in the top right hand corner of the
Forums Page. Once you have registered you are now free to post concerns or comments on the
boards and to reply to other user's posts. The Forums are full of useful information. You can ask
questions and find useful information on making the most of your ClearHealth installation.
Experts from Uversa Inc. frequently check the board to answer questions and talk about concerns.

OP/EN ClearHealth Forums

Reporting an issue

If you have a specific issue you may use Mantis, our issue tracking system, to submit a report to
Uversa Inc. To request a feature or suggest an improvement, or to report a specific problem you
are having, such an error message (what we call a "bug") just click on the Bug Reporting link
located on the left hand side of the OP/EN website. If you don't already have a login, you'll need
to get one. To get a new login, select the Sign up for new account link and follow the instructions.
Once you have a login and a password you will be able to report an issue.

Submitting an issue report is easy. Once you login to Mantis click Report Issues, located at the top
of the screen. This takes you to a new page that will allow you to choose ClearHealth from a drop-
down menu. After selecting ClearHealth from the drop-down menu and pressing the Select
Project button you will be taken to the Issue Reporting Page where you will be asked to enter
a subject title and a description of the issue.
 Mantis Bug Report
If you are requesting a feature or enhancement please choose "feature" from the Severity: drop-
down menu. When reporting an issue, generally, the more information you can provide the better.
Be specific about what the issues is and what you were doing leading up to encountering the issue.
The goal in bug reporting is to allow a programmer to reproduce the issue so that they can solve
the problem. Don't forget to include the url of the page you encountered the problem on. Once you
have filled out all the appropriate information, all you need to do is click the Submit Report
button at the bottom of the screen. From here the report will become part of a queue and will be
looked at by a team of programmers to help rectify the situation.

About this Guide

This Guide is divided into three sections. Section One is daily use; it is dedicated primarily to
dealing with patients in an installation that has already been setup for a specific practice. In Section
One you will learn about adding patients, scheduling appointments, and creating encounters. Section
One also deals with turning encounters into claims and billing those claims to payers. Section Two
will cover the installation and setup of ClearHealth. It will take you through all the steps necessary
to begin using ClearHealth. Section Two begins by installing ClearHealth from scratch, and moving
on to setting up a practice and adding payer information. The final section of this guide will take
you through some of the ways you can extend ClearHealth's capabilities using ClearHealth formats,
EMR Extensions and Dynamic Reports.
To help you navigate through this guide and recognize important information the following text
formating has been used in this guide:
ClearHealth Section and Menu titles appear red, the section titles will also appear bold.
Page Names will be displayed in italics.
Text field names (areas where you would enter information or select an item from a drop-down
menu) appear in bold.
Links are displayed in blue.
Actions (such as pressing a button) are displayed in courier bold.

Throughout this guide there will appear grey boxes just like this one! They contain helpful tips and
shortcuts or a little extra information. They are meant to make learning to use ClearHealth easy
and quick.
Navigating ClearHealth
Below is a general overview of ClearHealth's layout and how to use some of the features in
ClearHealth, including a description of pop-up calendars, information grids, and general usability
tools found throughout ClearHealth.

It is not recommended that you use your browser's back or reload buttons. Using these features
could result in lost data. It is also not recommended that you bookmark pages within ClearHealth.
For best results use the navigation provided within ClearHealth itself.

The ClearHealth Interface

The ClearHealth menu interface is extremely simple. When you first log into ClearHealth, you
should see a colored band across the top of the web page. ClearHealth has the following four top-
level Sections : Calendar, Patient, Billing, and Admin.

By clicking
any of the
top level
section
labels you can can access the corresponding section. Each section has its own individual set of
menus. Generally, these menus are comprised of the corresponding functions that can be performed
in that section of ClearHealth. Only the menus for the section you are currently in will be displayed.
The sections are always displayed at the top of the page, this allows you to navigate from one
section to another easily. You can recognize which section of ClearHealth you are currently in by
looking to see which of the section titles appear in bold. You can switch sections by simply clicking
on the name of the section you wish to access.
Each section contains menus that allow you to access specific pages within ClearHealth. Many
pages within ClearHealth will display a multitude of information and areas where data can be
entered to be stored, this is especially true for pages found in the Patient section of ClearHealth. To
make navigating pages that display or have access to a large amount of information easier, the page
will be divided into frames. These frames are titled appropriately and contain only the information
connected to that frame.

Section Descriptions
There are four top-level sections (Calendar, Patient, Billing, and Admin) found in ClearHealth.
Below is a brief description of these sections, along with the basic contents of their subsequent
menus and pages.
 Calendar

The Calendar section handles all aspects of patient appointments. From this section you will be
able to create, edit, and delete appointments. It is also possible to check in patients and create
encounters from this section of ClearHealth. You can also access the New Patient Page and add a
patient from this section of ClearHealth. There are several different views on the Main Calendar
Page. There are also filters to limit what appointments/schedules are displayed at once.

Patient

The Patient section is the access to the ClearHealth EMR system. It allows users to create and
edit patients, and essential patient information. From the Patient section it is possible to manage
encounters and access patient account information. It also has functions that allow for the easy
search for a patient's record.

Billing

This section gives access to the billing system in ClearHealth. It allows for the sending and
tracking of claims. This is the section where you will enter and track payment information for
individual claims. You may also add and edit insurance companies in this section of ClearHealth.

Admin

The Admin section will often not be displayed for security reasons. There are many configuration
options for ClearHealth, and the Admin section allows you to customize ClearHealth to your
needs. If you wish to add or edit users, change user rights, attach extensions or reports, or add a
new facility or room to your practice, you can do so in the Admin section of ClearHealth.

Not all sections are displayed to all users. The contents displayed depend on your access rights. If
something is missing from your display that you need to access, discuss this with your ClearHealth
administrator.
ClearHealth Site Map

Below is a site map of the ClearHealth menus. Not all menus are available to all users. When a
user is created in ClearHealth, they are assigned a security role. Those security roles dictate what
sections/menus a user will have access too. Below is a map of all the default menus accessible by
a ClearHealth Administrator.
Common Tools and Features in ClearHealth
Throughout ClearHealth there are tools and features that appear in multiple sections. Below you will
find instructions and helpful tips on using these tools/features to help make using ClearHealth
efficient and simple.

Using the ClearHealth Pop-up calendar

To aid you with date selection a small pop-

up calendar has been provided by each date
box. To navigate within the calendar
simply click on the calendar icon located
next to the date box. The pop-up calendar
will appear.

You may select a year in one of two ways:

(1) click on the double arrows (<< or >>)
located on the upper left and right of the
pop-up calendar. This will shift the
calendar one year in either direction. The second (2) way to select a year is by clicking and
holding on the double arrow (<< or >>). In this case, a list of years will appear and you may select
the desired year from the list. To view dates that go further back than are currently listed, select
the last date on the list and repeat the above steps until you see the desired date.

You may select the desired month in one of two ways: either by (1) clicking on the single arrows
(< & >) located on the upper left and right hand corners of the calendar, or (2) by clicking and
holding on the single arrow, in which case, a list of months will appear and you may select the
desired month from the list, similar to the way you selected the appropriate year.
Once you have selected desired year and month, click on the desired date. The selected date is
placed within that date with a black box. Once you have selected the desired date hit either the
enter key on your keyboard or the Select Date button located on the bottom of the
calendar.

It is possible to change the order of the days of the week on the pop-up calendar by clicking on the
name of the day, this will move that day to the beginning of the week. By clicking on the Today
button at the top of the calendar the calendar will jump to the current date.

The current date will be highlighted in red.

To close the calendar click on the X in the upper right hand corner, the selected date will appear in
the date box.

You may also enter dates by hand in the text box provided, using the format MM/DD/YYYY.

Using the Grid

Throughout ClearHealth you will see lists of information (such as appointments and encounters on
the Patient Dashboard Page) displayed in a grid. The following section will guide you through
the various features associated with the grids.

There
are
arrows
placed at
the head
of the
list for your navigating convenience. Often there will be enough data to cover multiple pages, you
can jump to a specific page number by entering that page number into the text box located at the
top of the list. You may also navigate page by page by clicking the single arrows listed directly on
either side of the text box. By clicking the outside arrows you will jump directly to the first or last
page of the list, respectively.

Each grid is equipped with a sort option to help you find the information you are looking for
quickly. You may sort by one category, or by multiple categories. Each category is equipped with
three sort option settings: ascending, descending, and off. You can
change the sort option setting by clicking on the name of the
category you wish to sort. Which sort option setting the category
is currently on will be indicated by a small arrow located to
the right of the category heading. The arrow pointing up indicates ascending order. The arrow
pointing down indicates descending order. The absence of the arrow indicates that category is not
being filtered to a specific order.
You will also notice that on either side of the category headings are arrows pointing right and left.
These allow you to shift the category left and right. It is important to
note that the order the categories appear in does affect the order the
information in the grid is displayed in. Reading left to right, the first
category with an active sort option will be first sorting priority, then the next category to the right,
and so on.

Moving the categories ranks their sorting priority. The first priority always being the first active
category on the left. Moving a category to the right will decrease its priority.
Validation

Whenever possible ClearHealth will confirm

changes and updates you have made to a
record. After selecting the Update or Add button
a yellow box confirming the changes you have made will appear in the upper left hand corner of
the current screen.

ClearHealth is also set up to let

you know when you have input
information in an incorrect
format or you have neglected to
input required information. The
boxes with the incorrect or
missing information will be
highlighted in red, and an
information box will appear in
the upper left hand corner of
the screen alerting you to the
incorrect or missing
information. ClearHealth will
not let you proceed with
missing information, or with
information in an incorrect
format.
Currently Selected Patient

Often when working with a patient you may find it necessary to switch between sections in
ClearHealth, or functions within a specific section. ClearHealth stores the last patient you were
working with and displays it at the top of the Main Patient Page. Each time you return to the
Main Patient Page the patient's name will appear as a link at the top. By clicking on the patient's
name you will be taken to the Patient Dashboard Page for that patient.
 Section 1
Using ClearHealth
This section introduces a user with some knowledge of how a practice is run
to use ClearHealth to track patients, schedule appointments, create claims and post
remittance.
 Unit 1
ClearHealth Patient Records
The following unit will teach you how to navigate through the patient portion
of ClearHealth. Here you will find instruction on creating patients, editing patient
information, searching for patients, as well as detailed accounts of what each frame
in the patient dashboard does.
Creating Patient Records
Creating patients is a very simple process. It is possible to add patients through two different
interfaces.
You may add a patient automatically when
scheduling their first appointment from the
calendar Main Page in the Calendar
section. Select the desired appointment time
for the new patient's initial appointment and
select the new link from the appointment
pop-up.
The new patient pop-up will appear. Fill out
the basic patient information: first name,
last name, date of birth, gender, default
provider, and a contact phone number
(these fields are required). Click the Add
button. Within the new window you will be
redirected to the Patient Edit Screen. You
may continue to add information, or you
may close the window and continue
scheduling the appointment.
The second method for adding a new patient
New Patient Link on Add Appointment Pop-up is from the Patient section of ClearHealth.
Here you will find a menu labeled Actions. To create a patient, click on the Actions menu. A list of
menu items will appear. Click on Add Patient. A new page will load, taking you to the Add
Patient Page.

Add Patient Page

Creating a patient is a two-step process. The first step is to enter the basic patient demographic
information: name (first and last), date of birth, Id#, gender, default provider, home telephone
number, and marital status, along with the registration location and record number, if there is
one. If there is no predetermined registration number to enter manually, ClearHealth will
automatically enter one for you. They will be sequential and will be formated to your specifications
during the installation of ClearHealth.
After entering this basic information click the Add button at the bottom of the screen, you will be
taken to the Edit Patient Page, where you may then add additional patient information, including
addresses and insurance information.
Record Locking

When two users are

editing the same patient data
at the same time, ClearHealth
will lock the patient data,
alerting the user currently
trying to alter the data that this
data has already been
changed. A yellow warning
box will appear. The box will
list the fields that have been
changed. It will list the
original data, the change of
the first user, and the changes
you made. You may then
select the correct data and
continue editing the patient
data from there.

Record Locking
 Interrupted Registration

Often when registering a patient for the first time it is necessary to navigate away from the
new patient screen before registration is complete. ClearHealth has an interrupted registration
feature that allows a user to retrieve the information they had previously entered on the add patient
page, even when they did not save the information. Being by adding a new patient, by going to the
Patient section of ClearHealth and selecting Add Patient from the Actions menu. Enter in several
pieces of information pertaining to a new patient (ire first/last name and date of birth). Go to the
Calendar section of ClearHealth without clicking on the Add button. Complete a task in the
Calendar section (such as making an appointment for an existing patient) then return to the Patient
section of ClearHealth. You will receive
a yellow alert box that will give you the
option of restoring the information that
you had previously entered. To restore
said data, click the Click here to restore
that information link in the yellow alert
box. The information you had previously
entered will appear in the text boxes and
you may now continue with registration.

Interrupted Registration
Entering Patient Data

The Edit
Patient
Page is where
you may
enter or edit
all
infor mation

Edit Patient Page

pertaining to each individual patient. The Edit Patient Page is comprised of several different frames.
Each frame contains data entry fields for specific categories pertaining to a patient, such as
addresses, payers, and related people. Each of these frames and their subsequent data entry fields is
described below.
Patient Details
The Last Name field is where you enter the last name of the patient.
The First Name field is where you enter the first name of the patient.
In the Record Number field you may add the patient's record number. If you do not manually enter a
number on is automatically created.
The DOB field is where you enter the patients date of birth. To aid you, a pop-up calendar has been
provided. It is located directly to the right of the DOB field. You may use the calendar pop -up by
selecting the icon, or you may enter the date of birth by
hand, using the format MM/DD/YYYY.
In the Id# field enter either the patient's social
security number or predetermined nine digit identification
number and select either SSN (for social security
number) or EIN (for alternate identification number)
from the drop-down menu located beside the Id# field.
Select the patient's Gender from the drop- down menu.
Select the Default Provider from the drop- down menu.
In the Home Phone field enter the patients home
telephone number. The phone number must be in the
extension of 2223334444. Include the area code, but do
not include parenthesis, dashes, or spaces. Patient Details Frame on the Edit Patient Page
You may select a patient's Confidentiality level from
the drop-down menu. By selecting a high level of
confidentiality, the patient's record will be flagged by
color and warning messages will be displayed (an
example of the warning message is shown at left)
when the record is viewed in the future. This serves
as a reminder that the record has sensitive
information in it and should be viewed and handled
with particular caution in regard to privacy issues.
Select the Primary Practice from the drop-down
menu.
Confidential Communication Notice If a patient has signed a HIPPA form, you may
document the date of signature in the Signed HIPPA box. A pop-up Calendar has been provided.
Record the patient's marital status in the drop-down menu provided.
The Active field allows you to mark patients that are no longer visiting your clinic as inactive. This
record will stay in the system, but will not be part of the daily displayed records. Patient records
marked as inactive will not appear in patient searches, unless specifically searching for inactive
patients. This allows easier management of patient records.
The Mark as Duplicate button, allows a user to flag a patient record as being a duplicate of
another patient record. Patient Record Merging is generally reserved for users with Administrator
security access and will be covered later in this manual. However, to flag a patient record as a
duplicate, simply click the Mark as Duplicate button. A pop-up will appear where you can
search for the duplicated record. Search for the record by patient name.
 A list of patient records matching your search criteria
will appear. Choose the correct patient and click the
Select button, located on the left hand side of the
patient's name.
The original Mark as Duplicate button located
in the Patient Details frame on the Patient Edit Page
will be replaced with a notice: Marked as Duplicate of:
patient name.

Duplicate Patient pop-up

Active/Inactive Records

It is

possible to mark a patient record as inactive to allow for easier use of your database. To mark a
patient as inactive, visit that patient's Patient Dashboard. Select edit from the Patient frame on the
Patient Dashboard. To render a patient inactive, select no beside the Active field. When a patient
is selected as inactive they will not appear under normal patient searches. It will be necessary to
select the search inactive check box below the search text box.
Patient Phone Numbers
Located below the Patient Details frame is the Phone Numbers Frame. The home telephone number
that was entered on the Add Patient
Page should now appear in the Phone
Numbers frame, above the text fields.
To edit existing telephone numbers,
first click on the phone number link
you wish to edit. The telephone number
will appear in the text boxes. You may
now change the telephone number by
editing it in the Number field. Phone
number must be in the format of
2223334444. Include the area code, but
do not include parenthesis, dashes, or a
spaces. You may also assign the
number to different category by
Patient Phone Numbers Frame on the Edit Patient Page selecting the desired type of number:
home, work, mobile, emergency, or fax
from the drop-down menu. You may also add any notation about the phone number in the Notes
field. You may select the box marked DNC to indicate do not call. To save changes, click the
Update button.
To add additional phone numbers, enter a telephone number in the Number field. Remember, phone
numbers must be in the format of 2223334444. Include the area code, but do not include parenthesis,
dashes, or a spaces. Select the type of phone number: home, work, mobile, emergency, or fax from
the drop-down menu. Add any desired notations in the Notes: field. Select the Add as New button
to add the additional phone number.

By clicking on the Update button you will change the information saved in the category selected
under type instead of adding a new and additional number, therefore it is important to select Add
as New not Update.
Patient Addresses
Located below the Phone Numbers frame
is the Patient Addresses frame. Here you
may enter the patient's various addresses
by filling out their information in the text
boxes provided.
The Name field is provided for the name of
the addressee.
In the Type field you may select the type
of address: Home, Billing, Other, Main, or
Secondary, you are entering from the drop-
down menu.
The Address field is where you enter the
postal address of the category you are
entering.
The City field should contain the city of
the address.
Select the desired State from the drop- Patient Address Frame
down menu provided.
Enter the zip code in the Zip: field.
ClearHealth has an auto-complete City/State generator for addresses. It is not necessary to type in
the city and state when entering addresses. Simply, type in the zip code and ClearHealth will fill in
the appropriate City/State.

In the Notes: field you may enter any additional information about the address.
If mail has been returned you may mark that address as a bad address by clicking the Return to
Sender! Bad Address check box. This will alert other staff members to obtain and update the
patient's address.
Click on the Add button to save the initial address. The address will now appear above the text
boxes.
You may enter additional addresses by following the procedures outlined above and clicking Add
as New when finished.
To edit existing addresses, click on the name of the address you wish to edit. You may make
changes to the existing addresses by editing them in the text boxes. When you are finished editing
click Update to save the changes.
 Add Addresses From Related People

When a patient has a relationship with other patients in the system, you may look up those patient's
addresses by click the Add Address From Related Person check box. A list of related people and
their addresses will appear. Click the check box to the right of the address and select Save to use
that address for the current patient.
You must enter address for a patient, the system will not allow you to continue without one.
However, in the case that a patient does not have an address you may type 'No Address' in the Name
field and click Save to indicate that this person is without an address.
Patient Payer Information
Located in the upper right hand corner of the Edit Patient Screen is the Payers frame. You may enter
a patient's insurance information in this section.

Payers Frame on Edit Patient Page

Select the patient's insurance program from the drop-down menu (adding insurance programs is
covered later in this guide). If the insurance program you need is not in the drop-down menu, you
will need to contact your ClearHealth administrator or biller to add the insurance program.
In the Group Name: field enter the group name of the patient's insurance company. You must enter a
group name.
In the Group Number: field enter the group number/policy number of the patient's insurance. You
must enter a group number to add a payer.
In the Effective Date Range: field enter the beginning and ending dates of coverage. To navigate
within the calendar simply click on the icon, a calendar will appear. Select the year of birth either
clicking on the double arrow located on the upper left and right of the calendar, or by clicking and
holding on the double arrow, in which case, a list of years will appear and you may select the
desired year from the list. To view dates that go farther back than on the list, select the last date on
the list and repeat the above steps until you see desired date. Select the month of birth either clicking
on the single arrow located on the upper left and right hand corners of the calendar, or by clicking
and holding on the single arrow, in which case, a list of months will appear and you may select the
desired month from the list. Once you have selected the desired year and month, click on desired
date and hit enter or the select date button located on the bottom of the calendar.
In the Assigning: field you may designate specific coverage of the payer by choosing the appropriate
category from the drop-down menu. This is where you designate a person's level of coverage. If, for
instance, an insurance plan covers labs only, you can designate that here.
In the Co-Pay: field enter the patient's co-pay amount.
Check the Active box to indicate an active payer.
The Subscriber: field is to designate who is the primary insurance policy holder. Select Self, Parent,
Spouse, or Other from the drop-down menu. If subscriber is anyone other than self, a subscriber
frame will appear. From here you may search the patient database for an existing patient or you may
add a new subscriber. To select a patient that is already in the patient database, select Search Current
 Patients and begin typing the patient's name in
the Search field. ClearHealth's auto-complete
function with pull up a list of matching patient
names. Select the correct patient from the list,
the rest of the required information will be
filled in automatically upon selection. To add
a new subscriber, select New Subscriber and
fill in all of the following text fields.

Click the Add Payer button to save.

The payer information will now be listed
above the text boxes.
To add additional Payers, enter the
information in the text boxes, as instructed
above, and click the New Payer button.
To edit existing payer information, first click
on the name of the payer you wish to edit. The
Subscriber Frame on Edit Patient Page
information will appear in the text boxes. You
may now change any of the information by
editing it in the text boxes. To save changes, click the Update Payer button.
The order that the payers appear in the grid is important. The first listed payer will be the default
payer. It is possible to choose any payer listed when billing/encountering a patient, however, by
default the first listed payer is selected as the payer.

Working with Related People

Located below the Payer frame on the right hand side of the Edit Patient Page is the Related People
frame. This allows you to add relationships between existing patients. From the drop-down menu
you can select Dependant, Spouse, Grand Parent, or Other to describe the relationship. You can
search for the related patient by typing in the name of the related patient in the text box. A list will
appear with all of the patients that match your search criteria. Highlight and select the desired
patient from the list. To save relationship select the Add Relationship button and the
relationship will appear above the text box.
The Related People Frame is not only where you can establish relationships for purposes of
dependency, but also where you can record guarantor relationships. To make a person a Guarantor
simply check the box located next to the text box.
 Guarantor pop-up
It is also possible to add multiple guarantors. This is particularly helpful when multiple guardians
are involved. When adding the second guarantor a pop-up will appear asking to choose top or
bottom priority. Select appropriate priority level and then click the Add Relationship button.
When a person is marked as the guarantor (responsible party), all patient statements will be directed
to him/her.
 Working with Secondary Identifiers
In ClearHealth it is possible to store multiple patient identifiers. In this frame you would enter an
additional identification, such as an EIN if the Social Security number is the primary identifier. It is
also possible to configure ClearHealth to store other information, such as drivers license numbers or
military id numbers. To add a secondary identifier, enter the number in the box provided, select the
type of identifier from the drop-down menu and click, Add Identifier. To edit existing
secondary identifiers click on the identifier you wish to edit, the information will appear in the text
box. You may edit the existing information and save the changes by clicking Update
Identifier. You may delete the secondary identifier information by clicking the delete link
located next to the identifier.

Working with Name History

In the name history frame you will see any changes that have been made to the patient's names. Here
it will list the name in the previous format as well as the date the change was made. For example, if
a patient was first entered as Melissa Test, but later married and her last name became Franklin on
January 19, 2005; Melissa Test would appear in the name history frame along with the date January
19, 2005.

Name History Frame on the Edit Patient Page

Patient Statistics
In the Patient Statistics frame it is possible to list specific demographic information pertaining to a
patient, such as: ethnicity, language, income, family size, race, migrant status, and monthly income,
registration location, and sign in date.
Most of this information can be selected from the drop-down menus provided. Once finished
entering the data, click the Save button. You may come back and change this information by
editing the information provided and clicking Save.

Pay particular attention to family size and monthly income if your practice has discount fee
schedules set up. The information you enter in these two fields is what will determine which
discount the patient qualifies for.

Searching for Patients

Once a patient has been entered into the system you can access their records two different ways.
Because the default page of the Patient section of ClearHealth, is the Main Patient Page, or Patient
Search Page all you need to do to access this page is choose the Patient section. You can also access
 the Patient Search Page from within other areas of the Patient section by clicking on the Actions
menu and selecting Search.

Patient Search Interface on the Main Patient Page

You may search for a patient several ways.
By Name. Type the patients first, last, or both (ordered: last, first) in the search box and click
search.
By Record Number. Type the patient's record number into the search box and click search.
By Date of Birth. Type the patient's date of birth, using the extension at MM/DD/YYYY, into the
search box and click search.
By Social Security Number. Type the patient's social security number, using the format 000-00-
0000 into the search box and click search.
In order to search for a patient that has been marked as inactive, you must select the Search
Inactive check box.
Hint: by placing your mouse over the word Search: located next to the text box a hint box will
appear, reminding you of the above search options.
After you have searched for a patient, a list of matching records will appear. Select the correct
patient from the list. This will take you to the Patient Dashboard Page.
ClearHealth has a smart-search function. The results for a name based search assumes that the last
name was the intended search, so when searching for “Ross”; Will Ross and his family will appear
before anyone with the first name of Ross. The search engine will use implied AND, so when a user
searches for “Smith John” it will search for patients with a first or last name of Smith AND a first or
last name of John. The system will support OR searches when an AND search fails. So if there are
no records that match “Smith John” ClearHealth will return an error that says “No records were
found that match 'Smith John', and list the patient records that match “Smith” and a second list of
records that match “John”.

The Patient Dashboard

The Patient Dashboard Page contains all the important information pertaining to a specific patient,
at a glance. The Patient Dashboard Page is divided into several frames, each dealing with different
aspect of a patient. From this screen you can access the Edit Patient Page, the Encounter Page, or
view notations, reports, future appointments, account information, and any patient Form.
The Currently
Selected Patient
Often when working with a patient
you may find it necessary to switch
between sections or functions within a
certain section. ClearHealth stores the
last patient you were working with
and displays it at the top of the Main
Patient Page. Each time you return to
the Main Patient Page the patient's
name will appear as a link at the top.
By clicking on the patient's name you
will be taken to the Patient The Patient Dashboard Page
Dashboard Page for that patient.

Patient
Located in the Patient Frame is all the basic information pertaining to the patient. Their name,
address, phone number, default provider, registration location, date of birth, marital status, record
number, and identification number can be seen here. To make changes to any of this information
click the edit link at the bottom of the frame, this will take you to the Edit Patient Page where you
can follow the instructions listed under working with patients in this guide.

Patient Notes
In the notes frame you may enter any notations specific to the currently viewed patient and assign
them a priority 1-5. To add a note, type the information in the text box provided, assign the note a
priority by selecting number 1-5 from the drop-down menu. Once finished, click Add Note. The
note will appear above the text box, with the priority, date, time, user, and note listed.

Notes Frame on the Patient Dashboard Page

At the top of the the list there are arrows for your navigating convenience. You can jump to a
specific page number by entering that page number into the text box located at the top of the list.
You may also navigate page by page by clicking the single arrows listed directly on either side of
the text box. By clicking the outside arrows you will jump directly to the first or last page of the list,
respectively.
Insurers
Located below the Notes Frame is the Insurers Frame. Here you will
find the patient's insurance information. The Insurance Company
Name, Program, Group Name, Group Number, Co-Pay, Subscriber,
Effective dates, and Active status are all listed for your convenience.
To edit insurance information you must go to the Edit Patient Page,
which can be accessed by clicking the edit link located in the patient
frame of this page.
Encounters
Below the insurance frame is located the encounters frame. Here you will find a list of all
encounters for the patient. The list contains the following information: date of treatment, reason for
visit, building, treated by, and status of the encounter.
The encounter frame is equipped with the same sort option as the insurance frame to help you find
the encounter you are looking for quickly. You may sort by one category, or by multiple categories.
Each category is equipped with three sort option settings: ascending, descending, and off. You can
change the sort option setting by clicking on the name of the category you wish to sort. What sort
option setting the category is currently on will be indicated by a small arrow located to the right of
the category heading. The arrow pointing up indicates ascending
order. The arrow pointing down indicates descending order. The
absence of the arrow indicates that category is not being filtered
to a specific order.
You will also notice that on either side of the category headings are arrows pointing right and left.
These allow you to shift the category left and right. It is important to note
that the order the categories appear in does affect the order. Reading left
to right, the first category with an active sort option will be first, then the
next category to the right, and so on.
The display shown on the left sorts the list by date of
treatment in ascending order, then treated by in
ascending order. Therefore, the encounters will be
sorted by date with the very first encounter at the top
of the list in order to the most recent encounter at the
bottom of the list. Because the treated by category is
also being sorted, any encounters with the same date
will be then ordered according to the names in the
treated by category.
Moving the categories ranks their sorting priority. The
first priority always being the first active category on
the left. Moving a category to the right will decrease
its priority.
There are arrows placed at the head of the list for your navigating convenience. You can jump to a
specific page number by entering that page number into the text box located at the top of the list.
You may also navigate page by page by clicking the single arrows listed directly on either side of
the text box. By clicking the outside arrows you will jump directly to the first or last page of the list,
respectively.
You may also add an encounter from this screen by selecting the Add Encounter link. This link will
take you to the Encounter Page where you can follow the add encounter instructions located in the
encounter section of this guide.

Appointments
Below the Encounters Frame is located the Appointments Frame. Here you will find a list of all
appointments for the patient, both past and future. The list contains the following information: start
(date and start time), time (duration), title, reason, provider, and location.
 Appointments Frame
Like the encounter frame, the appointments frame is equipped with
a sort option to help you find the encounter you are looking for quickly. You may sort by one
category, or by multiple categories. Each category is equipped with three sort option settings:
ascending, descending, and off. You can change the sort option setting by clicking on the name of
the category you wish to sort. What sort option setting the category is currently on will be indicated
by a small arrow located to the right of the category heading (circled right). The arrow pointing up
indicates ascending order. The arrow pointing down indicates descending order. The absence of the
arrow indicates that particular category is not being filtered to a specific order.
You will also notice that on either side of the category headings are arrows pointing right and left
(circled left). These allow you to shift the category left and right. It is
important to note that the order the categories appear in does affect the
order. Reading left to right, the first category with an active sort option
will be first, then the next category to the right, and so on.
The display shown on the left sorts the list by
start in ascending order (arrow up), then
reason in ascending order (arrow up), and
finally provider also in ascending order (arrow
up). Therefore, the appointments will be
sorted by start with the very first appointment
at the top of the list, ordered to the most
recent appointment at the bottom of the list.
Because the reason category is also being
sorted, any appointments with the same date
will then be ordered according to the reasons
in the reason by category. And finally by
provider if the first two categories have
matching data.
Moving the categories ranks their sorting priority. The first priority always being the first active
category on the left. Moving a category to the right will decrease its priority.
There are arrows placed at the head of the list for your navigating convenience. You can jump to a
specific page number by entering that page number into the text box located at the top of the list.
You may also navigate page by page by clicking the single arrows listed directly on either side of
the text box. By clicking the outside arrows you will jump directly to the first or last page of the list,
respectively.

Account information
The Account Information Frame is located on the right hand side of the Patient Dashboard Page. It
is an abbreviated record of all monetary transactions that have taken place for the account. It shows
Total Billed, Total Paid, Total Write off, and the Balance. To view a transaction by transaction
record of the account, click the Account History link located at the top of the frame. This will take
you to a new page where all transactions for that account will be listed.
 The Account History Page is a detailed view of all financial
transactions in a patient's history. Details include: claim id,
payer name, amount billed, amount paid, any amount written
off, the balance, the facility of service, and the provider. For
easy viewing click Select located on the far right hand side of
the page, to highlight a claim.

Account Information Frame

Illustration 1Account History Page

Forms
The Forms Frame lists all completed forms for the patient.
You may view the data of a specific form by clicking on
title of the form . You will be taken to a new page
displaying that form . You may also enter additional
forms from this page by utilizing the drop-down menu.
This allows you to select a form that needs to be filled
out. You will be taken to the selected forms page where
you may enter all desired information and click Save.
The new form will now be listed in the Forms Frame.
You may sort the forms in the same manner as the
encounters and insurance lists, utilizing the red arrows
Extensions Frame
and order arrows located next to each category link at the
top of the list. You can navigate quickly through to
different pages of forms by using the arrows in the upper right hand corner of the Extensions Frame.
What you should have learned:

✔ How to Create a New Patient

✔ About Patient Details

✔ About Related People

✔ About Patient Statistic Data

✔ About Patient Payers

✔ How to Search for and Find an Existing Patient

✔ How to Navigate the Patient Dashboard

✔ How to Edit Existing Patients

✔ About Patient Notes

✔ About Patient Extensions

✔ About Account Information

 Unit 2
ClearHealth Calendar
This unit will teach you about scheduling and appointments. Here you will learn how to
navigate around the calendar and about some of the innovative features found in the ClearHealth
calendar.
Navigating the Calendar

Calendar Navigation

There are two different views in the Calendar section: Day and Print view. To navigate between
these different views there are two small icons in the upper right hand corner of the calendar located
next to the date (shown above). These buttons are viewing options that filter the way the calendar is
displayed. To access a particular view, click on the small icon indicating the desired view, at the top
right of the calendar and the calendar view will change.
The calendar only displays one day at a time, defaulting to today's date. To navigate to an alternate
date, you may click the arrows located on either side of the date. The right arrow moves you forward
in time, the left arrow moves you back. To jump to a specific date you may utilize the pop-up date
selector.
Click on the Calendar icon located directly to the right of the currently displayed date and before the
forward navigation arrow. The pop-up calendar will appear. You may select a year in one of two
ways: (1) click on the double arrows (<< or >>) located on the upper left and right of the pop-up
calendar. This will shift the calendar one year in either direction. The second (2) way to select a year
is by clicking and holding on the double arrow (<< or >>). In this case, a list of years will appear
and you may select the desired year from the list. To view dates that go further back than are
currently listed, select the last date on the list and repeat the above steps until you see the desired
date.
You may select the desired month in one of two ways: either by (1) clicking on the single arrows (<
& >) located on the upper left and right hand corners of the calendar, or (2) by clicking and holding
on the single arrow, in which case, a list of months will appear and you may select the desired
month from the list, similar to the way you selected the appropriate year.
Once you have selected desired year and month, click on the desired date. The selected date will be
represented by surrounding that date with a black box. Once you have selected the desired date hit
either the enter key on your keyboard or the Select Date button located on the bottom of the
calendar.
It is possible to change the order of the days of the week on the pop-up calendar by clicking on the
name of the day, this will move that day to the beginning of the week. By clicking on the Today
button at the top of the calendar the calendar will jump to the current date.
The current date will be highlighted in red.
To close the calendar click on the X in the upper right hand corner.
 The Calendar only displays the
appointments and resource scheduled for a
particular day. Each resource/provider
should be assigned a different color,
allowing for easy differentiation between
one another. Overlayed on each provider
will be all appointments scheduled for them.

Day View of ClearHealth Calendar

Calendar Filters
There are also several ways to alter what the calendar is displaying. Filters reduce the number of
appointments or resources displayed in useful ways. All filters are accessed from the Actions menu.
The first filter is time. You may choose a time period
that you would like to view, narrowing what is displayed
on the Calendar.
The second filter is the provider filter. This filter allows a
provider to view only his or her appointments
in the schedule.
The third filter is the patient filter. Begin typing a
patient's name, ClearHealth will pull up a list of all patients
matching that criteria.
To engage the filters, click Set Filters.
To no longer view the filters box, click the hide link
located in the lower right hand corner of the pop-up.

Filters pop-up
 Calendar Search

Calendar Search Page

You may search for existing appointments within the calendar for date range, provider, patient,
facility, reason, or schedule codes. The Calendar Search Page can be accessed from the Calendar
section. It is located in the actions menu.
To search, simply enter in the information you wish to search for and click the Search button at
the bottom of the screen.
Below the search boxes will appear a list matching all criteria. Click the view link below the desired
appointment/schedule to be taken to that appointment/schedule on the calendar.
The Find First check box allows
you to find the first available
time slot matching your search
criteria. This is very useful for
finding an open slot to schedule a
patient. After clicking Search, the
first available appointment
slot will be listed as a link. Click on
the link to be taken to the Main
Calendar Page with an appointment
pop-up. Your search criteria will
already be filled in.
Find First

Working with Appointments

The appointment management system of ClearHealth is one of its strongest features. It features an
intuitive system of resource usage. This concept allows for the scheduling of people (like x-ray
technicians) and a resource (like a specific room) simultaneously. It is intended to quickly indicate
what combinations of resources and schedules are feasible.
In order to use the appointment system resources, rooms and provider schedules should have already
been created. These appear as colored blocks with check boxes.
 Making Appointments from Schedules
You may make an appointment by clicking on the desired start and end time of a resource/provider's
schedule in the calendar view.
Appointment Pop-Up This will create and appointment
pop-up with the time and date that
you have chosen.
In the appointment pop-up you
can select a patient by typing in
the first few letters of their last
name and selecting them from the
patient list, or you may create a
new patient by clicking on the
New link.
When you have finished entering
in the appropriate data, click the
Make Appointment button at the
bottom of the pop-up. This will
create an appointment that will be
now displayed on the calendar.

Editing and
Moving
Appointments
You can edit existing
appointments from the calendar.
Once you have found the desired
appointment you may edit it by
clicking on the edit link in the
appointment display. The current
appointment information will appear in an
appointment pop-up . You may now change any
information related to the appointment here. To
move the appointment to a different day or time,
simply change the date or time to the new day
and time. Once finished, click the Update
Appointment button located at the bottom of
the Appointment pop-up. Your changes will
appear on the schedule.

Deleting Appointments
You can delete an appointment from the calendar by clicking the Del link in the appointment
display. Once you have clicked the Del link the appointment will be deleted.

Canceling Appointments
You can cancel an appointment from the calendar by clicking the Can link in the appointment
display. Once you have clicked the Can link the appointment will be canceled and moved to the No
Show Schedule.
Recording No Shows
You can record a No Show for an appointment from the calendar view by clicking ns link on the
appointment display.

ClearHealth tracks consecutive No Shows. When an appointment is marked as a no show, a number

will appear beside it. The number represents the number of consecutive No Shows for a given
patient. After three consecutive no shows, a note will be added to the patient's record, and a notice
will appear when trying to schedule a future appointment. The counter only starts over once the
patient's appointment has either been encountered or canceled.
Overbooking
Given proper user access rights, ClearHealth is set
up to allow a user to book more than one
appointment for the same resource at the same time.
To double book, select the desired appointment time
(even though it overlaps an existing appointment)
and fill out the appointment pop-up as you would
during a regular booking. Fill out the patient name,
category of appointment, title, and whether or not it
is a walk in and select Make Appointment at
the bottom of the appointment pop-up.
Within the appointment pop-up a confirmation
message will appear. To continue making the
Overlapping Appointments appointment, check the over ride box and click
Make Appointment.
You will be returned to the Main Calendar Page
where you will see the combined appointment times
highlighted in red and the original appointment
displayed, with the new appointment hidden behind
it. To view both appointments next to one another,
click on the red bar. You may treat both appointments
as regular appointments.

Double Booked Appointments

Family Appointment
Notification

When a ClearHealth user is booking an appointment for a patient who has a family relationship with
a patient who already has an appointment on the same day, ClearHealth will notify the user of the
first appointment before confirming the new appointment. For example, if Mrs. Smith has a
daughter Jenny who has an appointment at 10:00 a.m. and calls for an appointment on the same day
for her son John, when the user creates Johns appointment, it will notify the user that Jenny had an
appointment on the same day.

This system
will respect
the

confidentially flag by creating a red border for notices regarding appointments that are confidential.
So if Jenny had an appointment that was confidential it would still appear to the user outlined in red
with a label that say "confidential appointment".
Visit Queuing
When a procedure or treatment course requires multiple appointments you can create a visit queue
for a patient to ensure that each of those appointments is created. The first step in creating a visit
queue is creating a template for a particular course of treatment. To create a template go to Admin:
Calendar: Visit Queuing. Click Add Template to create a template. Name the template and set the
number of appointments required for treatment. You must then assign each appointment a reason,
length, and then order the appointments. Select Submit when you have finished.

Edit Visiting Queue Template

To create a visit queue for a patient you must be on that patient's dashboard. The visit queue is on
the bottom left hand side of the Patient Dashboard. Select the Add Visit Queue link. You will be
taken to the Add Visit Queue Page.

Add Visit Queue

Select which template you wish to use, the treating provider, and the correct patient and click the
Submit button. You will be taken back to the Patient's Dashboard. In the Visit Queue frame there
will be a list of appointments required for their course of treatment. You may schedule the
appointments by choosing a date and time.
Printing the calendar
You may print a calendar by first using the filtering tools to select the calendar view you wish to
print. Once you have the desired calendar in view, select the printer icon located in the upper
right hand corner of the calendar. This will launch a new window with a printer friendly view of the
calendar page. To print this page follow your browser's printing instructions. You may print by
selecting print from the file menu of the browser.

Calendar Print Screen

Things you should have learned:

✔ How to switch back and forth between calendar views

✔ How to filter the calendar to easily find an appointment

✔ How to make an appointment from a schedule

✔ About overbooking a resource

✔ How to print the calendar

 Unit 3
ClearHealth Encounters
Each time you see a patient you will record it as an encounter. ClearHealth is designed so
that all essential information is accessible and stored in the encounter process.
Creating Encounters
There are two paths to create an encounter in ClearHealth. The first is in the calendar Page from an
existing appointment, the second is to create one manually from the Patient Dashboard.

From Appointments
You can create an encounter from the calendar in
ClearHealth. Use the calendar navigation to find the
appointment. You can then create an encounter by
clicking the Enc. link from the appointment display.
This will create the encounter, taking you to the
Patient Encounter Page.

Scheduled Appointment
Manually Creating
Encounters
You can manually create an encounter
from the Patient Dashboard. Once at the
Patient Dashboard click the Add
Encounter link from the Encounters
Frame, located about half way down the
page on the left hand side. This will
create an encounter, taking you to the
Patient Encounter Page.

Encounter Frame on the Patient Dashboard

Filling out Encounters
Whichever way you choose to create an encounter, you will fill out the encounter the same way,
from the Patient Encounter Page. When you first come to the Patient Encounter Page you will need
to fill out some basic information about the encounter before you can proceed.

Choose the facility, treating provider,

encounter reason, and appointment (if any)
from the drop-down menus. Also select the
date for the encounter, either by using the
calendar provided or by typing in the date
manually.
Click the Add Encounter button to open
an encounter with this information and
continue. Once you have clicked Add
Encounter several more frames will appear
and you will notice in place of the Add
Encounter button is an Update
Encounter button.

Patient Encounter Page

Filling out Co-Pays in Encounters

Directly below the Details Frame is the Co-Pay Frame. Here you can add the patient's co-pay for the
encounter by selecting the type of payment method and entering the amount in the box provided.
Once you have selected the payment method and typed in the amount select Add. The co-pay will
appear in a list format above the text fields. You may add more than one co-pay and more than one
type of co-pay for an encounter.
To edit an existing co-pay select the desired co-pay by clicking on the monetary amount link in the
list. The information will appear in the text fields where you may edit it and then select Update to
save the changes.
To add additional co-pays enter in the information in the text fields and select New Payment.
Adding Claim lines in Encounters
Once an encounter has been created, it is possible to add claim lines. Claim lines are made up of one
procedure code and all of the diagnosis codes that justify that procedure. In ClearHealth it is
possible to add any number of claim lines at once. The claim line interface in the encounter uses the
auto complete
widget. The auto
complete widget
searches through
the code database
to find any codes
that match the
strings that are
typed into the text
field. If the “Super
bill” check box is
checked, the auto Edit Claim Line Frame
complete widget will only search through values that are listed on your super bill (your ClearHealth
administrator determines what codes are on the super bill). To see all of the codes in the database,
un check the super bill check box.
To select either a procedure or a diagnosis code, simply begin typing the code into the text box. The
codes that match what you are typing will appear and you will be able to select the correct code
using the keyboard. Once the correct code is selected, click Add CPT or Add ICD and the code
will be added to the list. Keep repeating this process until you have all of the procedure codes that
were justified by a set of diagnosis codes. Then click Add Claim Line. This will add all of the
procedure codes individually and each procedure will be justified by every ICD code listed as
justification for the group. Continue adding Claim Lines until all the procedures in the encounter
have been accounted for.

Dental Encounters

Fill out a Dental Encounter the same way you would fill out a medical encounter, as outlined
above. The exception is there will be a different set of ICD codes. ClearHealth also provides an
interactive tooth chooser located in the Edit Claim Line Frame. To access the tooth chooser, click
on the link next to the CPT code field.

Tooth Chooser
Encounter Forms
Select the desired form from the drop-down menu. You will be directed to a new page containing
that form . Fill out the information and click Update. A box will appear in the upper left hand
corner of the screen that will read: form updated.
Extra People in Encounters
Located in the upper right hand corner is the Encounter People Frame. Here you may add any
additional people associated with the encounter such as an attending nurse or referring provider.
Type the name of the associated person in the text box, a list will appear of all the matching names.
Select the desired person and choose their tittle from the drop-down menu. Select Add Person at
the bottom of the frame to save the information. You may add additional people by following the
above procedures and then selecting New Person. You may edit and change the people associated
with the encounter by clicking on the name link of the person you wish to edit. Make appropriate
changes and click Update Person.

Extra Dates in Encounters

Below the Extra People Frame on the right hand of the Patient Encounter Page is the Extra Dates
Frame. Here you can add any dates associated with the patient or the encounter, such as date of
death, stop/start work dates, date of last visit, hospitalization dates, and date of onset. A calendar has
been provided to help you select the appropriate date. This calendar works just like the date of birth
calendar in the New Patient Page. To navigate within the calendar simply click on the icon, a
calendar will appear. Select the year either clicking on the double arrow located on the upper left
and right of the calendar, or by clicking and holding on the double arrow, in which case, a list of
years will appear and you may select the desired year from the list. To view dates that go farther
back than on the list, select the last date on the list and repeat the above steps until you see desired
date. Select the month either clicking on the single arrow located on the upper left and right hand
corners of the calendar, or by clicking and holding on the single arrow, in which case, a list of
months will appear and you may select the desired month from the list. Once you have selected
desired year and month, click on desired date and hit enter or the select date button located on the
bottom of the calendar. You may also add the date manually using the MM/DD/YYYY format. You
may then select the appropriate date type from the drop-down menu located next to the date box.
Select Add Date to save the information. You may add additional dates by repeating the steps
outlined above and clicking New Date. To edit existing information click on the date link of the
data you wish to edit, edit the information and select Update Date.
Other Encounter information
There is also a frame for additional encounter information such as Medicaid resubmission numbers
that is not listed elsewhere on the Patient Encounter Page but may be helpful to have entered into
the encounter data. This frame works in the same way as all the others located on the Patient
Encounter Page. Enter the data in the text box provided, select the data type from the drop-down
menu, and click Add Value. You can add multiple values by following the procedure above and
clicking on New Value. To edit information click on the data link and select Update Value
after editing the information.

Selecting Payers in Encounters

You may select the correct payer from the drop-down menu in the lower right hand corner of the
Patient Encounter Page. Only payers listed on the Patient Dashboard will appear in this drop-down
menu. If the desired payer is not listed you must first add that payer to the patient from the Patient
Edit Screen accessible via the Patient Dashboard.

Closing an Encounter
Once an encounter has been recorded with all of the information needed to build a claim, click the
Close Encounter button located in the Details Frame of the Patient Encounter Page. Once a
claim has been closed, three new links will appear: Make a Payment, View Claim, and Re-open
claim. By clicking on any of these three links you will be able to make payments, view the claim,
and re-open the claim.
Things you should have learned:

✔ How to create an encounter from an appointment

✔ How to manually create an appointment

✔ How to fill out an encounter

✔ About coding in ClearHealth

✔ About encounter people

✔ About encounter dates

✔ About other encounter information

✔ How to close an encounter

 Unit 4
Using the ClearHealth Billing Module
The ClearHealth Billing Module is a powerful tool that helps you edit and send claims,
without the use of a clearing house. It also has features that allow you to record payments and track
rebilling and remittances.
Working With Claims
Once an encounter has been closed in the Patient Encounter Page the information will be transfered
automatically to the billing system where it will need to be reviewed and possibly edited before
being sent out as a claim.
To access the Main Billing Page click on the Billing Section of ClearHealth. This will load the
Main Billing Page. From here you can edit, review, and send claims. There are several key features
to note on this page.

Claim Status
All claims appear in a color coded grid format. To view the status legend, mouse over the words
View Status Legend located in the top left hand corner of the List Frame. Green: New, Yellow:
Pending: Blue: Sent, and Purple: Archived.

Filters
By default the Main Billing Page contains a list of all the outgoing claims. Once this list becomes
unmanageable it is possible to use the filters to deal with only a small subset of claims at once. The
filters are listed at the top of the main billing interface. Possibly the most useful of the filters is the
status filter. Using this
filter it is possible to
view all of the claims
that are not ready to be
billed. This filter works
the same way all other
filters in ClearHealth
work. Select the desired
filter parameters from
the drop-down menu
and/or by typing the
desired information into
the text boxes and click
on Filter button. To
view a claim click on the
Identifier link of the
claim you wish to view.
This will take you to the
Claim Data Page.

Main Billing Page

 Editing Claims
Any claim that has a status of "new" has not yet been finalized. Before a claim is finalized it is
possible to change any information that needs to be sent. The billing data is completely separate
from the EMR data. Once an encounter has been closed, the data is copied to the billing system and
can be modified there without fear of damaging the EMR data. In most cases the data will not need
to be modified. To edit the claim, click on the claim identifier. This will bring you to the Claim
Data Page. If you wish to quickly finalize the claim click the close claim button located at the
top of the screen. Doing this will bring the browser back to the Main Claim Page where the claim
should be listed with a status of “pending”. Pending claims are claims that have been reviewed in
the billing system and are ready to be sent.
It is not necessary to review and change a
claim status to pending in order to process
it.
In order to modify the claim, simply edit
any data value in the Claim Data Screen,
clicking Update in any frame you have
made changes to. Once you have added or
edited any necessary information click the
Close Claim button to change it's
status to "pending", marking it as reviewed
and ready to be sent. Remember editing can
be done without concern for loosing data,
since the billing system keeps a cache of all
previous edits.
Claim Data Screen

Processing Queues
ClearHealth uses a batch processing tool to make sending claims quick and easy.

Batch Processing Queues

 You can create as many queues as you need. For frequently used Payers create an individual queue
for each payer you work with and that you process batches by payers. For infrequently used payers
use the default queue or a mismatched queue.
To Create or Edit queues click the edit link in the
Processing Queues Frame. You will be taken to the
Queue Editing Page. To edit an existing queue click on
the name of the queue you wish to edit. To add a new
queue, type an appropriate name in the Name: field and
enter the max number of items you would like to be
allowed in the queue in the Max Items: field. Setting a
max item number is helpful for those payers who will
only allow you to submit a certain number of claims at a
time. It will help ensure the correct amount of claims are
submitted and will make it less likely of a batch being
rejected. To delete a queue click the X next to the queue
you wish to delete.

Edit Queues Page

 Processing Claims in a Batch
Before you begin processing claims, verify that the queue you will be using contains only claims
you want to process. To clear a queue of previously processed claims, click the Clear link located
next to the processing queue you wish to empty. To view what claims are currently in a queue, click
the View link located next to the processing queue you wish to view.

Select All
Processing Queues
To process claims, begin by filtering the claim list to the claims you wish to process. Filtering is
especially important when you have a large number of claims waiting to be processed. You must
then select the claims to be processed by checking the select box on the left hand side of the screen.
You can select all the boxes by clicking the select all check box located on the upper left hand
corner of the claims grid. Once you have selected the appropriate claims to be processed click the
Add Selected link located next to the queue you wish to add the selected claims to. Under the
column heading of Items, you should now see a count of how many claims you have added to the
queue. Keep in mind that if there were already claims in the queue, this number will reflect all the
items in the queue, not just what you have added.

Claims Processing Page
the claims are ready for payment posting.
Once you have added the appropriate claims to their
respective queues, click the process link located at the top of
the Processing Queues Frame. You will be redirected to the
Claims Processing Page. Here you must select which queue
you wish to process by clicking Select. You must also
choose what format you wish to process the queue in, each
payer has a different format requirement and you will want
to choose accordingly. Also select where you wish to view
the file - either in web page format, or saved to your
computer or shared file on a server for electronic submittal
to payers or for printing. These options will vary based on
payer preferences and are customizable during installation
and configuration. Once you have completed this process
Things you should have learned:
✔ How to create a claim from an encounter

✔ How to search for a claim

✔ How to modify a claim by hand

✔ How to process a claim

 Unit 5
Posting Payments and remittance
Once a claim has been submitted for payment it will be necessary to record those payments.
It may also be necessary to rebill a claim to the same payer or to choose a different payer.
ClearHealth provides a way to make that process quick and easy. It is also possible to view
individual patient's overall account status, not just individual claims.
Posting Payments
With ClearHealth it is possible to post payments on both an individual claim basis and to post
several claims at once, using batch payment processing.

Posting Individual Payments

Claims List

ClearHealth provides a way to keep track of payments made towards an individual claim. Posting
payments one claim at a time is only recommended for special cases with a multitude of
adjustments.
Once a claim has been processed, an EOB (explanation of benefits) link will appear below the name
of the payer. Search for claims that are described in the EOB using the claims filter system. Usually
the important values to filter on are
Insurance company, Date of Service,
and Patient. This will generally
narrow the results to only a few items.
Since these items are all closed, there
should be an EOB link.
The EOB link will direct you to the
EOB Page, where a payment can be
entered. Here you will see payment
history for the claim as well as a ways
to make additional payments. Add the
amount of the payment in the
Payment Amount field and any
write-offs in the Payment Write
off field. The Cary field shows the
remaining balance after the write off
EOB Page amount or payment. Make sure to
select the proper Payer from the
drop-down menu provided. Once you have entered in the proper amounts and selected a payer
choose the Record Payment button. If there is a non-zero balance and other insurers, the
secondary payers will automatically be billed. If no more money is owed on this account zeros will
appear in all three fields.
 Adjustments

Adjustments

It is possible to add multiple adjustments to the payment screen of a claim. Select the appropriate
area for the adjustment to be applied to (i.e. specific claim line or payment) from the drop-down
menu. Then select the adjustment type from the drop-down menu.

Click the Adjustment Link located just above the Applied To: field to see a full list of all the
Adjustment Types available. Click the link again to hide the list.

If needed enter a value for the adjustment and then click the Add Adjustment button. It is
possible to add multiple Adjustment for a given claim.

Patient Payment Plans

When a patient is responsible for all or a portion of the bill it may be necessary to create a patient
payment plan in order to record that patient's payments. To create a plan, click on the New Patient
Payment Plan link located below the Payer drop-down menu. Fill out the Patient Payment Plan

Patient Payment Plan

Frame, including the Start Date, Interval of payments (days, weeks, months), the total number
of payments to be made and the total amount the patient will be paying. Select the Create Plan
button. The patient payment plan will now be listed as a payer in the payer drop-down menu.
Patient Payment plans will also be reflected in Patient Statements.
 Batch Processing of Payments
When you have a large number of payments to
post, it is useful to use the batch payment tool.
To access this tool, go to the Billing section of
ClearHealth and click on the History link in the
Processing Queue Frame. The most common
occurrence for this will be after you have
processed a large batch of claims to a particular
payer and you receive that batch back Batch History with
payments. You should receive the batched claims in the same order you sent them in.
After selecting the History link, you will be redirected to the Queue History Page. Select the queue
you wish to view by clicking the Select link located next to the queue name.
You will then be shown a list of batches. The date the
batch was processed, the user who processed the
batch, and the processing details (including number of
claims in the batch, what variation, output type, and
the destination will be listed) are all available on this
screen. This list appears in a grid format and can be
sorted according to the grid sorting rules. Find the
batch you wish to enter payment information for and
select the Process EOB link. The Process EOB link
will direct you to the EOB screen of the first claim in
the batch.

Batch History Queue

The Batch EOB Screen is almost exactly
the same as the Individual EOB Screen,
but contains some additional
information relating to where the claim
falls in the batch. On the left hand side
of the screen appears a list of the other
claims in the batch and a Next
Unprocessed Claim button. In the
upper right hand corner of the screen
appears some basic information about
the claim currently being viewed. The
remainder of the screen functions in the
same way as the Individual EOB
Screen. Add the amount of the payment
in the Payment Amount field and
any write-offs in the Payment Write
off field. The Cary field shows the
remaining balance after the write off
amount or payment. Make sure to select Batch EOB Processing Screen
the proper Payer from the drop-down
menu provided. Once you have entered in the proper amounts and selected a payer choose the
Record Payment button. If there is a non-zero balance and other insurers, the secondary payers
will automatically be billed. If no more money is owed on this account zeros will appear in all three
fields.
Adjustments and Patient Payment Plans work the same as they do on the Individual EOB Screen.
Once you have completed the payment, click Next Unprocessed Claim to be taken to the
next claim in the batch.
Electronic Payments

ClearHealth is set up to accept electronic payments from payers. To upload an electronic

remittance go to the Billing section of ClearHealth and click Import 835 from the Admin menu.
Click the Browse button to choose which file you wish to import and then select the Upload
button to import the file.

Electronic Claims Processing

Once the file is successfully uploaded, you must process it. To process the file, click the list link
located at the top left of the page. You will see a list of unprocessed files. Choose the file you
wish to process and click the Process 835 button. Once the file has been processed, you will
be directed to a confirmation screen. Here you may apply the transactions by clicking on the
Apply Transactions link. You will be taken to the Batch EOB Screen where you can verify that
the payment amounts are correct. The system will auto-fill the payment amounts. You may edit
anything that needs adjusting or simply verify that the amounts are correct and quickly page
through the batch.

Automatic Payment

Selecting the Automatically apply claims within __ of complete payment check box will apply
a payment to any claim that has a billed and payed amount within the range you set. You will not
have to view and manually accept the payment amount for these claims. This is especially helpful
when you are processing a very large number of claims from a payer that is generally reliable,
with few adjustments or denials. For example: if you billed a payer for $95 and they sent you a
payment for $86 and you had selected the automatic payment option, when you went to the Batch
EOB Screen that claim would not appear. The payment of $86 would be automatically applied and
the $9 difference in payment will automatically be written off. When you go to the Batch EOB
Screen you will only be viewing claims with discrepancies larger than the amount you have
chosen.
Patient Account Access
To view a patient's account status and his account history, not just a
particular claims history, you must go to that patient's dashboard.
The Account Information frame is the sum of all outstanding claims
and bills, not just one. In the Account Information Frame on the
Patient Dashboard you will find an Account History link in the
Account Information frame. In order to view a patient's account
history you must click on this link.

Account Information Frame

By clicking this link you will be redirected to the Account History Page. Here you can view all claims
made for that patient as well as their payment breakdowns.

Patient Account History Screen

Things you should have learned:
✔ How to post a Payment for a particular claim

✔ How to post payments for a batch

✔ How to upload and process electronic payments

✔ How to apply an automatic payment without viewing a

claim

✔ How to view patient account status and history

 Section 2
Installation and Configuration

This section is designed to take you through the installation and configuration
process for ClearHealth. It will guide you from a blank install to entering in the
important information pertaining to your practice or practices.
 Unit 1
ClearHealth Installation
This section introduces you to the ClearHealth installation process, including a step-by-step
guide walking you through the installation wizard.
ClearHealth Installation Guide
ClearHealth installation is a simple and straightforward process. However, if you do need support
there are a few ways to receive help. The first way is by clicking the support link located in the
upper left hand corner of the installer. The second is by visiting us on the web at
www.uversainc.com.

Prerequisites for Installing ClearHealth

Before installing ClearHealth it is necessary to have a web server, preferably running Linux, with
the following software installed:
1. Apache with PHP 4.3.X
2. MySQL 4.1.X
If you will be running ClearHealth on a publicly accessible server you will also need to setup SSL
on your web server for security reasons.
Edit your PHP.ini or use an apache .htaccess in the ClearHealth installation directory setting the
following values:
1. magic_quotes_qpc off
2. register_globals off
3. memory_limit 64M
4. max_execution time 45

Either set up an apache virtual host to run ClearHealth out of, or create a new directory inside a
current domain. This is how you will be accessing ClearHealth so make sure to pick a suitable name.

Downloading and Installing ClearHealth

You are now ready to download ClearHealth. Go to www.op-en.org, click on ClearHealth, and
select Snapshot to download.
Once you have downloaded
ClearHealth you must extract it to the
web root on your server or wherever
you want ClearHealth to be installed.

You must now go to the URL that has

been previously set up and follow the
instructions provided by the
installation wizard.
Using the ClearHealth Installation Wizard
The ClearHealth Installation Wizard is designed to guide you step-by-step through the installation
process. You may proceed to the next step in the wizard by clicking the continue link located in the
lower right hand corner of the screen. To restart the installation process simple click the restart
installation link located in the bottom left hand corner of the screen.

ClearHealth Installation - Data Collection

The first screen allows you to input database connection information. The database user needs
permission to create new
tables during the
installation process. It it
recommended that you
create a database user
just for ClearHealth's
use.
If MySQL is running on
the same server then use
local host as the
Database Server, if
MySQL is running on an
alternate server then use
that server's host name or
ip address as the entry
for Database Server.
Select a Database Name
for your database and
enter it the text box. Once you have completed these fields, select Save. The Installation Wizard will
run a ClearHealth Installation Test.
ClearHealth Installation Test
Any problems the ClearHealth Installation Wizard
detects will be flagged with a red check mark. The most
common error is that the web server will not be able to
write to the temporary directories. The paths to those
directories will be specified on the screen. The solution
to this is to change the permissions of the listed
directories on the web server. To rerun the test click on
your web browser's refresh button.
Once you receive no red flagged messages you may click
continue to proceed.

ClearHealth Installation Actions

Before you can continue your installation of ClearHealth you must agree to the terms of the GNU
Public License. Please read the terms carefully and select I Agree to continue.
After you have agreed, the main database files will be installed. You will then be given a chance to
select code packages to install. These code packages must be installed one at a time. Please note that
it may take several minutes to install these because they contain thousands of entries. Select the
package you wish to install and click the
Install File button. Once you have finished
installing the desired code packages click
Done.
You will be prompted to once again select
continue. Once ClearHealth has finished
installing you will be redirected to an end
page. From there you may begin using
ClearHealth.
Things you should have learned:
✔ About Linux requirements

✔ About apache requirements

✔ About MySQL requirements

✔ About PHP requirements

✔ How to use the installation wizard

 Unit 2
ClearHealth Configuration
This section will walk you through setting up ClearHealth for your own practice's
specifications. It will guide you through adding single or multiple practices, adding buildings,
rooms, as well as adding users, and providers. Finally you will learn how to schedule providers and
resources.
Configuration of Basic Practice Data
Within a practice you may also set up several buildings or divisions and rooms. Below is a guide to
help you set up the different layers of your practice.

Practice Setup
Entering your practice information can be done from the Admin section of ClearHealth. In order to
enter a new practice select Facilities from the Setup menu. This will load a new page. To add a
practice click the Add a Practice link located at the top of the page. Here you may enter the
information pertaining to your practice.
In the Name field enter the name of your
practice.
In the Address, City, State, and Zip Code field
enter the mailing address of the facility. This
is also the address that will appear on all claims as
well as patient statements.
A Secondary Address filed is provided to
enter a street address (if different from
mailing address) or another secondary
address.
In the Website field enter your practice's
website address
In the Main Phone field enter the primary
phone number for the practice.
In the Secondary Phone field enter any
secondary phone number for the practice.
Add a Practice Screen
In the Fax field enter the fax number for the
practice.
In the Identifier field enter your practice's identification number.
Click the Save button to add a new practice.
Per Practice Configuration
Once you have filled out the initial practice information it is possible to change your facility type
(such as dental) for ICD code purposes. It is also possible to tailor the appointment time increments
on the Calendar Page.
Once you have created a practice following the instructions outlined above, go to the Admin section
and select Facilities from the Setup menu.
Select your newly created practice to edit from the list. If you do not see a list of facilities, select the
List link located at the top of the page.
The Per Practice Configuration fields should now appear at the bottom of the page. You may now
select the desired settings from the drop-down menus. Changing the Calendar Interval value with
alter the time increments displayed on the Calendar Page. Select Update when you are finished.

Per Practice Configuration

Making Changes to Existing Practices
To edit an existing practice, click on the name of the
practice you wish to edit. You can find all entered
practices by clicking on Facilities from the Setup menu
in the Admin section of ClearHealth. You may delete
a Practice by clicking on the D link located next to the
practice's name. You will be asked to confirm the
deletion. Select Delete to continue deleting the
facility. Select Cancel to keep the existing facility as it
is.
Once you have altered the appropriate information
click Update and the changes will be saved.

Practice List
Building Setup
Once you have entered in your practice information you may enter different buildings into the
ClearHealth system. Entering building information can be done from the Admin section of
ClearHealth. In order to enter a new practice select the Add New Building link on the Add/Edit
Facilities Page. You may access this page by choosing Facilities from the Setup menu. This will
load a new page. Here you may enter the information pertaining to your practice. If your practice
does not have multiple buildings it is possible that the information entered in this section will be
identical to the information entered on the facility page.
In the Name field enter the name of the building.
In the Description/Location field enter a brief description of either the building, location, or both
of the building.
In the Address, City, State, and Zip Code field enter the mailing address of the facility.
Select the name of the Practice from the drop-down menu.
In the Identifier field enter the building's identification number.
Select a Facility Code from the drop-down menu.
Click the Save button to add a new building.
To edit an existing building, click on the name of the building you wish to edit. You can find all
entered buildings by clicking on Facilities from the Setup menu in the Admin section of
ClearHealth. You may delete a building by clicking on the D link located next to the practice's
name.
Once you have altered the appropriate information click Update and the changes will be saved.

Add New Building

Room Setup
ClearHealth has the ability to manage several different rooms within a specific building. To add new
rooms click the Add New Room link on the Add/Edit Facilities Page. You may access this page
from the Setup menu of the Admin section of ClearHealth. You may leave fields blank if your
facility does not require that information.
In the name field enter the name of the room.
In the bed field enter the number of beds within the room.
In the additional information field you may enter any information that is specific to this room,
such as specific equipment.
Select the appropriate building from the drop-down menu.
Click the Save button to add a new room.
To edit an existing room, click on the name of the room you wish to edit. You can find all entered
rooms by clicking on the List link on the Add/Edit Facilities Page, accessed from the Setup menu in
the Admin Section of ClearHealth. You may delete a room by clicking on the D link located next to
the room's name.
Once you have altered the appropriate information click Update and the changes will be saved.

Add New Room

Fee Schedule Setup
To create a Fee Schedule go to the Admin section of ClearHealth and select Fee Schedules from the
Billing menu. Click the Add link to add a new Fee Schedule. You may also access this page from
the Billing section of ClearHealth by selecting Fee Schedules from the Admin menu.
Enter a Name: for the Fee Schedule you
are creating. Do not put spaces in the Name:.
Label: your Fee Schedule. This field may
contain spaces. This is the label that will
appear in drop down menus (when you
later add payers).
You may enter a brief Description:
of the Fee Schedule.
You must then assign a Priority: to the Fee
Schedule. ClearHealth supports one default
Fee Schedule. Every other Fee Adding a Fee Schedule Schedule is
viewed as a modification of that original Fee
Schedule. A practice will typically fill in the default with their "standard fees". When creating
subsequent Fee Schedules it will only be necessary to document the differences from the original
Fee Schedule. When creating alternate Fee Schedules, any fees that are left blank will be set to the
value in the default Fee Schedule. The first Fee Schedule created is automatically set to the default
Fee Schedule. The default schedule is marked by having the Priority field set to 1. All subsequent
Fee Schedules will have a Priority of 2. It is possible to change which Fee Schedule is the default by
changing the Priority values.
 Setting values in the Fee Schedule

After you have added a Fee Schedule you must assign it values. To set all codes in the Fee Schedule
to the same value, type the value you wish to set in the Default Value: field and select the Set
Default Value for all procedures in Fee Schedule button. We recommend
setting this value to the most commonly used value and manually altering all other values. To update
the Fee Schedule by code, click on the Update Fee Schedule link at the bottom of the page. You will
be redirect to a new page. Here you may search for the code you wish to set a specific value for.
Once a Fee Schedule has been created it can be accessed under Fee Schedule on the Billing menu in
the Admin section of ClearHealth. This menu will bring up a list of the available Fee Schedules. To
edit a Fee Schedule click on its name. This will bring up a screen identical to the one in Add Fee
Schedule.
The Fee Schedule also allows you to input
individualized codes that corresponds to
standardized codes. The interface also allows
code mapping. So that the EMR can record one
code for a procedure, but a Fee Schedule will be
capable of automatically billing a different
code. To enter a mapped code, click on the
Update Fee Schedule link located on the Edit
Fee Schedule Page. You may enter an alternate
code in the Mapped Code column.
code mapping

Discount Tables
To access the Discount Tables select Discount Tables from the Billing menu in the Admin section of
ClearHealth. You will be redirected to the Discount Tables Page. Either add a new discount table by
selecting your practice from the drop down menu, or edit an existing schedule by selection your
practice from the list of current discount tables.
Once on the Edit Discount Table Page you can enter a discount schedule based on your
individual practice's needs. You can change the number of discount levels (columns) or the number of
codes (rows) per discount level by changing the
numbers in the Editor Options frame.
To create a discount table enter the discount
level in the column heads and then you may enter
either CPT codes or income level that each
discount will be applied to in the subsequent
rows. The example at the left shows a series of 10
CPT codes that will be given a 25% discount.
You may set a default discount schedule
applied to all patients, or you may set discount
tables based on insurance programs. To change
this option, click on the Default or Program check
box.

To see the discounts applied, fill out an encounter

as you normally would, entering in a CPT code
that you have previously set to have a discount,
or using an insurance company with a discount
table associated with it. The discount will appear
on the Encounter Screen when that CPT code or
payer is selected.
Appointment Template
The appointment template allows you to schedule multiple people for a specific type of
appointment, such as a root canal. To access the Appointment Template page select either List
Appointment Templates or Add Appointment Template from the Schedule menu in the Admin
section of ClearHealth.

Because different types of

appointments might
require multiple members
and types of the staff the
Appointment Template
features allows you to
add or remove as many
types of staff as you need
to complete a specific
type of appointment. In the example above a Root Canal needs two staff members, a dentist
(provider) and an assistant (staff). The Appointment Template feature also allows you to schedule
these people for different lengths of time by utilizing the drop down menu.
 Once you have created an appointment template
you must create an enumeration for that
appointment reason in order to be able to utilize
your new template. To set up appointment reasons.
Go to Admin: System: List Enumeration; select
appointment reason from list and on the edit
enumeration screen select your new practice.

Add in appointment reasons that use your new

template. Verify enabled box is checked.

After you have added the appointment reason and

template to the enumeration list you will be able to
being using the template on the calendar when
scheduling appointments.

Go to Calendar and select desired

practice from drop down menus. You
should now see in the appointment box
your practice's appointment reasons.
When you select a
reason you should see associated
template.

Appointment Templates appear in the Add Appointment sidebar and pop-up on the ClearHealth
Calendar. Based on the Appointment Template settings, different types and number of people will
appear for scheduling an appointment. In our example, a root canal (the reason on the add appointment
box) requires not only a dentist but an assistant. Because we have set up the above Appointment
Template, the Calender now has drop down menus to allow you to schedule both an assistant and a
dentist when scheduling a root canal for a patient.
Example: if you set cleaning reason to use the cleaning
appointment template and the cleaning template has three
slots you will now have drop downs for three different
people. You should now be able to add appointments. If
you switch to a different practice you should see its list of
appointment reasons and only have a selection for one
provider, unless that clinic also has appointment templates
set up.
Claim Templates

Often a medical facility will perform the same set of procedures on many different patients over and
over. A good example might be teeth cleaning procedures at a dental clinic, or annuals at a medical
clinic. As a result when coding an encounter there will often be the same set of ICD and CPT codes
used very frequently. It is possible to link a set of ICD and CPT codes to an encounter reason (such
as physical). When that encounter reason is selected, the preselected ICD and CPT codes will auto-
populate, saving the user time.
To setup an encounter template go to Admin: Billing: Claim Templates. You may edit an existing
Claim Template by clicking on that templates name or you may add a new template by selecting add
template.

Claim Template on Encounter Screen

Title the template appropriately, select the practice the template will be used for and select an
encounter reason to apply the template to. Add CPT and ICD codes the same way you would in an
encounter.

Now, when you encounter a patient, select an encounter reason with a claim template. ICD and CPT
codes will now auto-populate.
 Appointment Acceptability Rules Engine
It is possible to add rules regarding what
types of appointments can be scheduled
during specific times. Go to Admin:
Calendar: Appointment Rules Engine.
Click on the Add a New Rule link. You
will be taken to the rule editor. On the
Summary tab, you must name the rule
and provide the error message users will
receive when they attempt to schedule an
appointment that conflicts with the rule.
You may define a rule using the date,
procedure, patient, provider, and location.
You may use any combination of these to
define a rule. You will always have an
enforcer (what is not allowed) and then
will use the other categories to limit or
define when this rule is applied.
Summary Tab Rules are applied when making
appointments, if a rule matches dialogue
showing the details of the match is shown. If the user has permission you can check the box to
override the rule and schedule the appointment or you may choose to reschedule the appointment at
an appropriate time slot.

appointment dialogue
 Practical Example of Appointment Rules

To create a rule that physicals can not be

scheduled for an hour prior to lunch you
would begin by naming the rule
appropriately and creating the conflict
dialogue. In our example we have named
the rule 'No physicals before lunch' and
assigned the error message of 'you may not
schedule a physical prior to lunch'.

On the
Procedure tab
Description of Rule select
Disallowed to
not allow the procedure. Choose
which procedure you wish to disallow from
the drop down menu. Make sure to Label
the Procedure appropriately.

Enforcing Rule

On the date tab select limit other rules to

determine when you want to disallow
physicals. If you do not specify a time
period then physicals will not be able to be
scheduled at all. We are choosing to not do
physicals for one hour prior to lunch so we
would choose last appointment before lunch
and length of time will be 60 min. As our
rule now stands, any appointment scheduled
within 60 min of the start of a provider's
lunch will require an override.

Limiting the Enforced Rule

Super bill
The Super bill is a list of all possible CPT
Codes. By selecting or unselecting codes
you can create a list of the most
commonly used codes, which will make
filling out patient encounters much
simpler. You may edit the Super bill from
the Admin section of ClearHealth by
clicking on Edit Super bill found in the
Billing menu. Click on the Super bill you
wish to make changes to. A new window
will appear. You may select or unselect
an item on the list by clicking on the box
to the right of it. Selected items appear in
green.
Edit Superbill
All items selected will appear on the Super bill
on the Patient Encounter Screen. When on the
Patient Encounter Screen, Super bill can be
used in two different ways. First, you may
click on the Super bill link to view a pop-up of
all the codes assigned to the Super bill. If you
select the check box next to the Super bill
link then only codes listed on the Super bill
will be pulled up in the auto-fill when you
begin typing CPT codes in the text field.

Superbill pop-up on Patient Encounter Screen

Payer Setup
Before you will be able to assign insurance companies and programs to patients, you must first enter
in basic information pertaining to insurance companies you deal with. In ClearHealth all payers,
including private individualizes (self-pay). The Payers are set up so that it is possible to add multiple
programs to a company.
From the Admin section of ClearHealth you can add new insurance companies by selecting Payers
from the Billing menu. You may also access this section from the Billing section by choosing
Payers from the Admin menu. Click the Add link found at the top of the page to be taken to the Add
Payer Screen.
In the Name field enter the insurance
company's name.
In the Initials field enter in an
abbreviation/initials for the insurance
company.
In the Email field enter in the
primary email address for your
contact person at the insurance
company.
In the Website field enter in the
website URL for the company.
Add Payer Screen
You may add a description of the
company in the Description field.
You may add any notes about the company in the Notes field.
Once you have completed filling out all of the information select the Add button located at the
bottom of the Company Details frame. Several new frames will appear allowing you to add
additional information.
Payer Program Setup
Once you have added a company you may add programs associated with that company.

Payer Program Setup

In the Name field add the name of the program.

Select the Payer Type from the drop-down menu.
Select the Fee Schedule from the drop-down menu.
In the E-Billing Sender ID field enter the code for the E-Billing Sender ID.
In the E-Billing Receiver ID field enter the code for the E-Billing Receiver ID.
In the E-Billing Version field enter the code for the E-Billing Version.
Click Add Insurance Program to save program.
You may also add a Specific Building Identifier to a program by selecting the Program from the
drop-down menu. Selecting the Building from the drop-down menu, and typing in an identification
number in the Identifier field. Click Add Identifier to save the information.
You may add additional programs by repeating the above process and selecting New Program.
Once you have added a program it will be listed above the text fields. You may edit the program by
clicking on the name of the program you wish to edit, and selecting Update Insurance
Program once you are finished editing.
You will also find two frames for adding addresses and phone numbers associated with the
insurance company.
 Working with Payer Phone Numbers

Located below the Programs Frame is the Phone Number Frame. To add numbers, enter a
telephone number in the Number field. Remember, phone number must be in the format of
2223334444. Include the area code, but do not include parenthesis, dashes, or a spaces. Select the
type of phone number: primary, or fax from the drop-down menu. Add any desired notations in
the Notes field. Select the Add as New button to add the additional phone number.

To edit existing telephone numbers, first click on the phone number you wish to edit. The
telephone number will appear in the text boxes. You may now change the telephone number by
editing it in the Number field. You may also assign the number to different category by selecting
the desired type of number from the drop-down menu. You may also add any notation about the
phone number in the Notes field. To save changes, click the Update button. By clicking on the
Update button you will change the information saved in the category selected under type instead
of adding a new and additional number, therefore it is important to select Add as New not
Update.

Working with Payer Addresses

Located below the Phone Numbers Frame is the Addresses Frame. Here you may enter the
patients various addresses by filling out their information in the text boxes provided.

The Name field is provided for the name of the addressee.

In the Type field you may select the type of address: Home, Billing. Other, Main, or Secondary,
you are entering from the drop-down menu.

The Address field is where you enter the postal address of the category you are entering. The
City field should contain the city of the address.

Select the desired State from the drop-down menu provided.

Enter the zip code in the Zip field.

In the Notes field you may enter any additional information about the address.

Click on the Add button to save the initial address. The address will now appear above the text
boxes.

You may enter additional addresses by following the procedures outlined above and clicking Add
as New when finished.

To edit existing addresses, click on the name of the address you wish to edit. You may make
changes to the existing addresses by editing them in the text boxes. When you are finished editing
click Update to save the changes.

Configuration of Users
The default user for a fresh ClearHealth installation is Admin:Admin. It is important to follow the
steps to edit a user and change the Admin user's information to reflect your practice. The default
Admin user is not a real user, it is only meant to give your ClearHealth administrator initial access to
the system. Do not use this user as a regular user.

Adding Users
Before a person can begin using ClearHealth they will need to be added as a user. This is done from
the Admin Section of ClearHealth. To access the Add User Page select Users from the Setup
menu. Click the Add link to be taken to the Add User Page. Here you will enter basic information
for the user.
The First Name field is where you enter the user's first name.
The Last Name field is where you enter the user's last name.
The Identifier field is where you enter the user's social security number or another identification
number.
The Nickname field is where you enter the users initials. These are what is displayed on the
Calendar Page when viewing a person's schedule. We recommend using initials to keep the
Calendar Page tidy and manageable.

Mouse over Type, Default Location, and Nickname for a reminder of what each of these fields are
for.

The Color field is where you assign a color for the user. This color will be the color assigned to
that person's schedule on the calendar Page. It is important to pick a color that will be easy to work
with. To select a color click on the Pick link located next to the text box. You may then choose a
color from the pop-up box of colors that will appear. We recommend using soft colors for easiest
use.
The Salutation field is where you enter Dr., Mr., Ms. Mrs., etc.
The Middle Initial field is where you enter a user's middle initial which can help separate users
with similar names.
Select Type of user being entered from the drop-down menu provided. User type does not dictate
what access the user will have to the system. Type is a designation for what other information will
be required by ClearHealth for this particular user. It also dictates where in the system the user will
appear (i.e. staff members are not give a provider schedule).
Enter a user's Default Location in the text box provided.
The Email field is where you enter a users email address.
The Notes field has been provided for any additional information you wish to add.
On this page it will also be necessary to select a user name and password.
It is also important to select the security roles of the user. It is not recommend that you assign users
more than one type of role. There are certain features in ClearHealth that are restricted based on the
security role chosen, assigning a person to more than one security role could inadvertently give a
person permission to perform certain operations that they should otherwise not have access to.
Once you have finished entering in all the necessary information select the Add button located at the
bottom of the screen.
A confirmation box will appear in the upper left hand corner of the screen confirming the creation of
the user. The Add button will now be an Update button and several more frames will appear,
depending on what type of user has been added.
For all types of users Phone Number and Address Frames will appear.
To add a phone number, enter a telephone number in the Number field. Phone number must be in
the format of 2223334444. Include the area code, but do not include parenthesis, dashes, or a spaces.
Select the type of phone number: home, work, mobile, emergency, or fax from the drop-down
menu. Add any desired notations in the Notes field. Select the Add as New button to add the
phone number.
To edit existing telephone numbers, first click on the phone number you wish to edit. The telephone
number will appear in the text boxes. You may now change the telephone number by editing it in the
Number field. Remember, phone numbers must be in the format of 2223334444. Include the area
code, but do not include parenthesis, dashes, or a spaces. You may also assign the number to
different category by selecting the desired type of number: home, work, mobile, emergency, or fax
from the drop-down menu. You may also add any notation about the phone number in the Notes
field. To save changes, click the Update button. By clicking on the Update button you will
change the information saved in the category selected under type instead of adding a new and
additional number. Therefore, if you wish to add an additional number instead of saving changes it
is important to select Add as New not Update.
Too add an address enter the patient's various addresses by filling out their information in the text
boxes provided.
The Name field is provided for the name of the addressee.
In the Type field you may select the type of address: Home, Billing. Other, Main, or Secondary,
you are entering from the drop-down menu.
The Address field is where you enter the postal address of the category you are entering.
The City field should contain the city of the address.
Select the desired State from the drop-down menu provided.
Enter the zip code in the Zip field.
In the Notes field you may enter any additional information about the address.
Click on the Add button to save the initial address. The address will now appear above the text
boxes.
You may enter additional addresses by following the procedures outlined above and clicking Add
as New when finished.
To edit existing addresses, click on the name of the address you wish to edit. You may make
changes to the existing addresses by editing them in the text boxes. When you are finished editing
click Update to save the changes.
Information Specific to Setting Up Providers

Adding a provider is a two stage process. First you must create a user using the same methods
documented under add user. Be sure to choose the provider option under user type. Once you have
added this user, the form will extend to include the provider specific information. Here you will
be able to enter the various provider Id numbers, address and phone information, as well as
linking the provider to the various payer programs. When adding a provider to ClearHealth two
additional frames will appear asking for information pertenant to treating providers. These frames
are the Provider Details Frame and the Insurance Programs Frame.

Here you will enter a

provider's State license
number, dea number,
billing name format,
and reporting format (the
last two are to be selected
from drop-down menus).
You will also be able to add
specific insurance program
information pertaining
to that provider. Once you
have added a provider
you must set up a providers
schedule.
Provider Schedule
An important step in making the ClearHealth calendar and appointment system work for you is
setting up schedules for providers. To set up a schedule for a provider (or any other type of
schedule) go to Admin: Calendar: Schedules. Click the Add link at the top of the page to be taken to
the Scheduling Wizard.

Using the Schedule Wizard

A very easy to use scheduling wizard has been provided to make creating schedules quick and
simple. The wizard will ask you a series of questions designed to help you create the appropriate
type of schedule. Choose the appropriate answers and select the Next button to continue creating a
schedule.

Wizard Step 1

First you must choose which type of schedule you wish to create. A Provider Schedule blocks off
time only for the provider you choose. An Administrative Schedule will block off time for everyone.
You may use the Administrative Schedule to
create meetings. Title the meeting
appropriately, setting the date and time. The
time (Schedule runs from) is in 24 hour format,
so a meeting from 2 p.m. lasting until 4:30 p.m.
would be entered as 14:00 to 16:30. Choose the
Room you wish to block the time for and select the
Next button to schedule the time.

Creating an Administrative Schedule

 When creating a provider schedule the wizard
will ask you to choose the Provider you are
creating the schedule for and which Room would
like to schedule that provider in. The wizard will
automatically name the schedule appropriately.
You may choose both the room and the provider
from the drop-down menus provided. Select the
Next button to save your selections and move
on.

Once you have chosen the appropriate provider

and room you must then select the days and times
Assigning Provider and Room to schedule those resources. You must first select
a date range, we recommend one to three month
time periods for easy management. Second you
must select which days of the week the schedule
will be applied to. If a provider comes in at
different time on certain days you will need to
create a separate schedule for those days. Finally,
you must select the providers start and and end
time and lunch period. The time is in 24 hour
format. Select the Next button to create the
schedule.
You may edit a provider's schedule by going to
Admin: Calendar: Schedules and selecting the List
link. Click on the schedule you wish to edit. half-
way down the screen you will see a list of all

Schedule
scheduled time. To delete scheduled time
check the box located next to the
designated time and click the Update
button. The time will be deleted.
Things you should have learned:
✔ How to set up a practice

✔ How to add a building

✔ How to add rooms

✔ How to add a payer

✔ About fee schedules

✔ How to add users

✔ How to schedule resources and providers

✔ About superbills
 Section 3
Extending ClearHealth
This section is designed to teach a user who is comfortable administering
ClearHealth to expand its capabilities, using ClearHealth formats, EMR Extensions
and Dynamic Reports.
 Unit 1
ClearHealth Reporting
This section will guide you through the process of creating a report and attaching it to the
appropriate area of ClearHealth. You will learn about queries, using the default template, and
creating your own unique template.
Reports
Reports are one of the many helpful ways that you can customize ClearHealth to fit your practice's
individual needs. Reports take data from your database and displays it in a useful format. Address
labels are a common use of the ClearHealth reports system. By default, ClearHealth will display
reports in a standard table format, however, you can upload custom templates to fit your individual
needs. .

Managing Reports
You can manage reports from the Reports menu in the Admin section of ClearHealth. To view or
edit a specific report select List Reports from the Reports menu. You will be taken to the List
Reports Page.

List Reports Page

To view a report, select the template you wish to use to view the report with from the drop-down
menu on the right hand side of the report rows. Once you have selected a template you will be
redirected to the View Report Page. Here, you will see the chosen report, displayed according to the
template you chose.
To edit a specific report click on the name of the report you wish to view/edit. You will be taken to
the Edit Reports Page. From here it is possible to change the title and description of the report. It is
also possible to change whether or not a sequence id is displayed on the report or if a snapshot of the
report is taken. You may edit the Query from this section as well, and this is also the screen where
templates can be uploaded.
Creating/Adding a Report
Creating a report in ClearHealth is simple, but it does require basic knowledge of SQL.
You can add a new report
by clicking on Add Report
in the Report menu of the
Admin Section and
completing the Add
Report Page.
In the Title text field enter
the title of the report you
will be adding.
In the Description field
enter a brief description of
the report and its function.
If you wish each report to
show a unique sequence id
number check the Show
Sequence ID box.
Checking the Show Add Report Page
Sequence ID box will
cause a box in the upper right hand corner of the report to appear with a unique report id number.
This is helpful if you will be numerically ordering reports.
Select Never, Always, or Manual from the
Snapshot Report drop-down menu to indicate
whether you wish ClearHealth to make a copy of
the report after is is run.
Select desired report type from the System Report
drop-down menu. Leaving the System Report on
Sequence ID Normal Report will take data only from your
Query.
Enter the desired SQL query in the Query text field.
Select Add Report to save and add the report.
Connecting a report to an area of ClearHealth
To connect a specific report to a specific area of ClearHealth you would use the Connect option
located on the Reports menu in the Admin section.
To link a report to an area of ClearHealth, select that area on the list provided.
Once you select an area
of ClearHealth to
connect a report to, an
Add New Report Frame
will appear at the bottom
of the screen where you
can select the appropriate
report from the drop-
down menu.
Select the desired report
from the drop-down
menu and the template
you wish to use from the
second drop-down menu.

Once you have selected a

report you will be able to
alter the title of the
Connect Report Page
report in the Title text
box that will appear. Title the report appropriately and select Add Menu Entry.
The new report will appear in the Update Menu Entry Frame. You may delete a report connection
simply by selecting the Delete button located directly to the right of the report title.

The report
is now
connected
to the area
of

ClearHealth that was selected. If you go to that area of ClearHealth you will be able to verify that
the report is now available on that screen.

Queries
To create reports, a basic knowledge of SQL is required. Below is a brief description of some basic
Queries and their possible uses. You should begin each query by naming it. Use the following
format to name each individual query:

---[name of query]---
 Select/From
Select tells you which fields in the table or tables to display. After select list the fields you
wish to display. You must then choose the tables you want to select from. The from clause is based
on pulling information from a primary table and then joining other tables to it.
To create a report that lists all the people in the system you would enter:
select * from person
In this example, you are telling the database to select every field (*) and to pull from the table
person.

Persons in ClearHealth
(graphic left) shows a report
using the default
ClearHealth template with
the example query listed
above

An easy way to speedup the

validation of the query
process is to open two tabs
Select * from person or windows in your web
browser when creating or altering a report. In the first tab display the Add New Report screen. In the
second tab, display the report you are creating/editing. Each time you update the query you can
simply switch to the second tab and click your browser's reload button. Using this method it will not
be necessary to navigate between the editing screen and the view report screen, saving you time.
 Joins
You will use two major types of joins;
Inner joins and left joins.
Inner joins return only rows where
the conditions are met in both tables. For
example, if you take your person table
and inner join with your patient
table, then only people with a patient
record will be displayed.

select * from person inner

join patient using
(person_id)
Example of a report using an inner join

In the same person/patient example a

left join would display all the
people in the database even if they
don't have a patient record (i.e.
doctors who aren't patients would
show up in the report). Remember,
that when joining, order is
important.

select * from person

left join patient using
(person_id)
Example of a report using a left join
 Where Clause
You use the where clause to filter the rows you get back. These filters are commonly used with
input tokens which allow the user to give input to the where clause and are covered later in this
section.
In our example below the report would only return people with assigned patient record numbers
between 200 and 500.

Example of report using a where clause

select * from person inner join patient using (person_id) where

record_number between 200 and 500.

Dealing with Enumeration

In ClearHealth, the gender field (in addition to several others) is powered by a system in
enumeration. This gives you the ability to decide the values in the gender drop-down menu in every
form in the system. What it means in a report, is that instead of male or female, a number will be
displayed. You can add a comment at the end of your query to replace the number with its text
value.

with enum lookup without enum lookup

/*** dsFilters-gender|enumLookup&ds|gender ***/

The first value is the field to update followed by what to do (enum lookup) followed by a parameter
for the action (in this case which enum to use).
Token use in Queries
Tokens are used to allow user input (filters) into a report, their basic format is
[name_of_token]. The token can be used multiple times with it only showing up once as an input.
Tokens can also have types; this is done by adding a ":" separator and more information, the most
basic only need a single type keyword added, more advanced also need an extra parameter.
These filters will appear at the top of each query. Many times there will be multiple queries
in a single report, but it will not be necessary to repeat the filter for each query. To hide the filter use
the following format:

---[name of query, hideFilter]---

Types of Tokens
[name_of_token]
This will give you a text box in the filters section of the report with the label of "Name of token".

[im_a_date_t
oken:date]
This will give you
a date box in the
filter section of the
report with the
label "I'm a Date Token".

[im_an_enum_
token:enum:g
ender]
This will give you
a drop-down built
from a system enumeration in the filter section of the report with the label "I'm an Enum Token". In
our example it is gender. It is possible to create an enumeration specifically for using in reports.

[im_a_que
ry_token:q
uery:selec
t distinct
person_id,
first_name
from
person]
This will give you a drop-down built from the query inside. It will appear in the filters section of the
report with the label "I'm a query token". The query has to have two fields. The first field is used as
the value in the main query. The second field is the display in the drop-down.
Example Query with Token
To create a report displaying persons in ClearHealth with a last name user filter, you would type the
following in the Query text field:

select * from person where last_name like '%[last_name]%'

The following shows the report created using the above Query entry. The current displayed report
has been user filtered to display all persons in ClearHealth with the letter P in their name.
Practical Example: Patient Address Labels
A very useful report would be Patient Address Labels. Using the ClearHealth reports section it
would be possible to call up a list of all the patients in your practice and their home addresses.

Creating a Patient Address Label Report

Address Labels displayed with default template

In the Query Section on the Add New Report Page you would begin by naming the query:
---[people]---
Then you would choose the fields you wish to display. In our case we wish to display only the
information pertinent to home mailing address labels (first/last name, address type (we do not wish
to display address that are not home addresses), line 1 and 2 of the address, city, state, and postal
code):
select
first_name,
last_name,
address_type,
line1,
line2,
city,
state,
postal_code
Then you need to choose where to get the information from and also any joins that need to take
place:
from
person
 join person_address using (person_id)
join address using (address_id)
In our example we only want home address, therefore we only want addresses with type 2 (home in
our enumeration scheme). We also want the ability to filter the report by last initial so we have
inserted a token:
where
address_type = 2 and
last_name like'[last_initial:string]%'
Finally we want the field of address type to appear as text, not as the assigned enumeration number:
/*** dsFilters-address_type|enumLookup&ds|address_type
dsFilters-state|enumLookup&ds|state ***/
Templates
The first step in using a custom template in ClearHealth is to create one using a static HTML layout.
This is important to help you know what information you will need to pull from ClearHealth and
how you want this information displayed. A little bit of planning up front will really help make
creating a template much easier. After making a basic HTML mock up of what you want, you then
can make the template dynamic using Smarty (http://smarty.php.net/). We recommend using
Wordpad, and not Notepad as your plain text editor.

Once you
create a
template in
a plain text
editor you
must upload
the template
to ClearHealth. In order to add a template, click the Add a New Template button located below
the Query frame of the Add/Edit Report Page. Title the Template and be as specific as possible.
Select the Browse button and choose the template you wish to upload. Once you have selected the
appropriate file and named it accordingly select Update Template.

When creating a template, often times you may wish to see what you have created so far. An easy
way to make this process quicker is to open two tabs or windows in your web browser when
creating or altering a template. In the first tab display the Add New Report screen where you are
uploading templates. In the second tab, display the report you are creating/editing with the template
you wish to view. Each time you update the template you can simply switch to the second tab and
click your browser's reload button. Using this method it will not be necessary to navigate between
the editing screen and the view report screen, saving you time.
 Practical Example: Printable Address Labels
A common use of reports in ClearHealth is patient address labels. From this report you can create a
custom template to match the formating of a specific printable address label sheet.
First, create an individual label:

<html>
<head>
{literal}
<style>
td {width: 350px;}
</style>
{/literal}
</head>
<body>
<table border=1>

<tr>
<td>
One Label
<br>
<br>
<br>
</td>
</tr>

</table>
</body>
</html>
Second, retrieve the desired information from the report:

{assign
var=addresses
value=$people_ds-
>to array()}
{assign
var=address
value=$addresses[
0]}
<html>
<head>
{literal}
<style>
td {width: 350px;}
</style>
{/literal}
</head>
<body>
<table border=1>

<tr>
<td>
{$address.first_name} {$address.last_name}<br />
{$address.line1}<br />
{$address.line2}<br />
{$address.city},{$address.state} {$address.postal_code}
</td>
</tr>

</table>
</body>
</html>
Third, format template to match your exact specifications, including number of rows and columns.
Make sure to account for any margins or blank space at the bottom of the page:

{assign
var=addres
ses

value=$people_ds->toArray()}
<html>
<head>
{literal}
<style>
td {width: 350px;}
</style>
{/literal}
</head>
<body>
<table border=1>

{* Loop over our addresses put each row into the address variable
*}
{foreach name=labels from=$addresses item=address}

{* if this is the first row in the loop output a tr tag *}

{if $smarty.foreach.labels.first}
<tr>
{/if}

{* Output of a table cell, just putting a # in it for now *}

<td>
{$smarty.foreach.labels.iteration}
</td>

{* Every 20 labels put a blank space in place to use as a page

break *}
{if $smarty.foreach.labels.iteration%20 eq 0}<tr
colspan=4><td>&nbsp;<br /><br /><br /><br /></td>{/if}

{* Every 4 labels end the row and start a new one *}

{if $smarty.foreach.labels.iteration%4 eq 0}
</tr><tr>
{/if}

{* If this is the last row of data end the table row*}

{if $smarty.foreach.labels.last}
</tr>{/if}
{/foreach}

</table>
</body>
</html>
Finally, tie all the steps together, creating a printable address label sheet with patient home
addresses:

{assign
var=addresse
s

value=$people_ds->toArray()}
<html>
<head>
{literal}
<style>
td {width: 350px;}
</style>
{/literal}
</head>
<body>
<table border=1>

{foreach name=labels from=$addresses item=address}

{if $smarty.foreach.labels.first}
<tr>
{/if}

<td>
{$address.first_name} {$address.last_name}<br />
{$address.line1}<br />
{$address.line2}<br />
{$address.city},{$address.state} {$address.postal_code}
</td>
 {if $smarty.foreach.labels.iteration%20 eq 0}<tr
colspan=4><td><br /><br /><br /><br /></td>{/if}

{if $smarty.foreach.labels.iteration%4 eq 0}
</tr><tr>
{/if}

{if $smarty.foreach.labels.last}
</tr>{/if}
{/foreach}

</table>
</body>
</html>
What you should have learned:

✔ How to create/edit a report

✔ How to effectively use queries

✔ How to effectively use tokens

✔ How to create custom templates

✔ How to manage reports

 Unit 5
ClearHealth Extensions
This section is designed to help you extend your use of ClearHealth to its fullest by
introducing you to Extensions. You will learn how to create, attach, and use customized extensions
to get the most out of ClearHealth.
Extensions
Throughout ClearHealth there are several places where you may want to collect data, that's where
extensions come in. There are three places extensions can be attached in ClearHealth. There are
patient extensions, encounter extensions, and administrative extensions. A patient extension is a
extension that is attached to a specific patient, for example a disease history. This extension is not
likely to have data change in it at each visit. An encounter extension is an extension that is attached
to a specific encounter with a patient, for example a vitals sheet; because vitals, like pulse, change
from day to day it would be important to be able to enter in a new set of data at each encounter.
Administrative extensions are general extensions usually related to practices or all of ClearHealth,
like a room status.

Creating a extension
A ClearHealth extension is much like a standard html form, only the form elements are replaced
with ClearHealth specific tags. The first step in creating an extension for ClearHealth is to create a
mock up of what you wish that extension to look like in HTML. You will then go through and
replace the generic HTML tags with ClearHealth specific ones. Note that extensions are actually
smarty template engine files allowing all normal smarty plug ins and modifiers to be used. This also
means that any use of the “{“ or the “}” characters must be enclosed inside the {literal}{/literal}
tags.

A basic extension is shown below:

{clni_form}
<b>Note</b><br>
{input type=”text” name=”note”}
{submit}
</form >

Notice that instead of using an html <form > element you use the {clni_form } tag and instead of a
text area element you use an input tag with a type of text. The same replacement also happens with
the submit tag. The input tag is the main element used in your extensions; its options are described
in the tag reference below.
Plain HTML can be used for your formatting needs, just be aware that ClearHealth's style rules will
be in effect inside your extension so some tags may display differently than they would outside of
ClearHealth. You can include your own CSS directly into a extension , just make sure to enclose it
in a {literal}{/literal} tag.
 ClearHealth Extension Tags Reference
Tags allow you to add functionality to your extensions. Their most common use is to add input
elements that will be stored, and some other basic from elements.
Tags look a lot like a normal html elements, but are bracketed by { and } instead of < and >. Tags
take attribute lists to specify how they work, and example tag is shown below:
{tagName attribute=”value” attribute2=”value”}

{clni_form } The extension start tag

This tag starts the html extension , any other tags that submit data must be enclosed between it and
the </form > html element. No options need to be supplied to this tag.

Example Usage:
{clni_form }

{submit} A extension submission button

The submit tag creates a button to submit a extension . Optionally a label for the button may be set.
HTML attributes such as style may also be set.

Example Usage:

{submit}
A standard submit button

{submit label=”Update form ”}

A submit button with a label

{submit label="Send Data" style="font-size:300%"}

A submit button that’s been resized.

{input} The data input Tag

The input tag creates data input elements. These elements store different kinds of data such as text,
numbers, or dates. Each input tag has a name attribute, this name will be used in reporting the
collected data. Input tags can also contain validation rules, a list of rules is included latter in this
section. The input tags has many different possible types, these are shown below.

Integer:

This type creates a text input box with the results stored as an integer. By default a number
 validation rule is also added.
{input name=”fieldname” type=”integer”}

Some common extension formatting attributes are size and max length
{input name="integer" type="integer" size="4" maxlength="6"}

check box:

The check box type produces a single check box. This tag is useful for storing yes/no type answers
since its value is always a 1 or a 0.
For check boxes you’ll commonly want to set a custom id attribute in order to tie it to a label. By
doing this a user can click on either on the check box or the label to select/deselect.
{input name="check box" type="check box" id="checkbox1"}<label
for="checkbox1">Checkbox Label</label>

String:

The string type produces an input box that can store up to 255 characters of text.
Some common extension formatting attributes are size and max length
{input name="string" type="string" size="40" max length="255"}
Text:

The text type produces a multi-line text area.

Some common extension formatting attributes are rows and cols
{input name="text" type="text" rows="5" cols="40"}

Date:

The date type produces a text box with a date selector.

{input name="date" type="date"}

Select:

The select type produces a drop-down. Select is most commonly used with a system enumeration.
Either the enumeration attribute or the options attribute must be set.
{input name="select" type="select" enumeration="payer_type"}
Radio:
The radio type follows the same rules as select except it produces a list of radio buttons.
The display attribute may also be set to produce a horizontal list
{input name="radio" type="radio" enumeration="payer_type"
display=”horizontal”}

Multi select:

The multi select type follows the same rules as select except it produces a list of check boxes. Since
were storing multiple answers you’ll see multiple rows for this element in results view.
The display attribute may also be set to produce a horizontal list
{input name="multi select" type="multi select"
enumeration="payer_type"}
Validation Rules:

Validation is specified by adding a validation=”rule” attribute to the input tag. If the data in the
field does not match the rule it will be highlighted in red and the extension will not be submitted.
You can also add a message that will be shown at the top of the extension when validation rule is
triggered. This message is specified with the message attribute. The following rules are available.
{input name="validation" type="string" validation="required"
message="The Validation field is required"}
required
number
ssn
date
email
alphanum
alphastart
greaterthanzero
 Example Extension with ClearHealth specific tags:
{literal}
<style type="text/css">
h3 {
margin: 0px;
padding: 0px;
padding-top: 2px;
}
</style>
{/literal}

{clni_form }
<h3>integer</h3>
{input name="integer" type="integer" size="4" max length="6"}

<h3>check box</h3>
{input name="check box" type="check box" id="checkbox1"}<label
for="checkbox1">Checkbox Label</label>

<h3>string</h3>
{input name="string" type="string" size="40" max length="255"}

<h3>text</h3>
{input name="text" type="text" rows="2" cols="40"}

<h3>date</h3>
{input name="date" type="date"}

<h3>select</h3>
{input name="select" type="select" enumeration="payer_type"}

<h3>radio</h3>
{input name="radio" type="radio" enumeration="payer_type"
display="horizontal"}

<h3>multi select</h3>
{input name="multi select" type="multi select"
enumeration="payer_type"}
<h3>Validation</h3>
{input name="validation" type="string" validation="required"
message="The Validation field is required"}

<h3>Submit Buttons</h3>
{submit}
&nbsp; &nbsp;
{submit label="Update form "}
&nbsp; &nbsp;
{submit label="Send Data" style="font-size:300%"}

</form >
Extension Example:
Managing Extensions

You can manage extensions from the Extensions menu in the Admin section of ClearHealth. To
view a specific extension click List Extensions and click on the name of the extension you wish
to view/edit.

Adding a extension

You can add a new extension by clicking on Add New extension and completing the Add New
Extension Page.

In the Name text field enter the title of the extension you will be adding.

In the Description field enter a

brief description of the
extension and its function.

To upload extensions select the

Browse button and select the
extension that you wish to
upload into ClearHealth.

Select the Add button to

upload the extension .

Viewing Extension Data

You may view the data entered into an existing extension by selecting the View Extension Data
link at the bottom of the edit extension page. This will display a time stamp list of all the times
the extension has been filled out. You may view a specific extension by selecting the date/time
the extension was filled out.
 Connecting a Extension to an Area of ClearHealth

To connect a specific extension to a specific area of ClearHealth you would use the Connect
option located on the Extensions menu in the Admin section.

To link a extension to an
area of ClearHealth,
select that area on the list
provided.

Once you select an area

of ClearHealth to connect
a extension to, an Add
New Extension Frame
will appear at the bottom
of the screen where you
can select the appropriate
extension from the drop-
down menu.

Once you have selected a

extension you will be
able to alter the title of
Attaching Extensions
the extension in the Title
text box that will appear. Title the extension appropriately and select Add Menu Entry.

The new extension will appear in the Update Menu Entry Frame. You may delete a extension
connection simply by selecting the Delete button located directly to the right of the extension
title.

The extension is now connected to the area of ClearHealth that was selected. If you go to that
area of ClearHealth you will be able to verify that the extension is now available on that screen.

A Practical Example: Patient Vitals

One practical example of an extension would be patient vitals. This type of extension would most
likely be attached to encounters, as a patient's vitals change on a regular (even hourly) basis.
The first step in creating an extension in ClearHealth is to use a plain text editor to create an HTML
file with ClearHealth specific tags that you can upload to ClearHealth.

In this example
we will create a
Patient Vitals
Extension with
fields for height,
weight, blood
pressure, pulse,
eye tests, and
state selection.

General
formatting:
<html>
<head>
</head>
<body>
{clni_form}
<table>
<tr>
Height:
<td>height</td>
<td>{input type="string" name="height" size="5"}</td>
<td>&nbsp;&nbsp;&nbsp;</td>
Weight:
<td>weight</td>
<td>{input type="string" name="weight" size="3"}</td>
</tr>
Blood Pressure, represented by bp:
<tr>
<td>bp</td>
<td>{input type="string" name="bp" size="6" validation="number"
message="You must input a number"}</td>
Pulse:
<td>&nbsp;&nbsp;&nbsp;</td>
<td>pulse</td>
<td>{input type="string" name="pulse" size="3"}</td>
</tr>
Eye L and R:
<tr>
<td>eyes L</td>
<td>{input type="string" name="eyes_left" size="3"}</td>
<td>&nbsp;&nbsp;&nbsp;</td>
<td>R</td>
<td>{input type="string" name="eyes_right" size="3"}</td>
</tr>
State drop-down:
<tr><td>state</td><td>{input type="select" name="state"
enumeration="state"}
Submit button:
<tr><td>{submit}</td></tr>
</table>
</form>
</body>
</html>
After creating this file in a plain text editor (such as Wordpad) go to the Extensions menu found in
the Admin section of ClearHealth.
Select Add Extension from the Extensions menu.

Here you will

need to name
your
extension and
add a
description.
To upload the
extension you
have created,
select the
Browse
button located
next to the
Upload form
frame. Select
the correct
extension file
to upload. Once you have chosen the desired file, click the Add button.
You must now connect your newly created extension to the area of ClearHealth you wish to use it
in. From the Admin section of ClearHealth, select Connect from the Extensions menu. Select the
desired area of ClearHealth you wish your extension to appear in. At the bottom of the screen a new
frame will appear allowing you to select the appropriate extension from a drop-down menu. Title the
Extension and click Add New Menu Entry.
What you should have learned:

✔ How to create an extension with ClearHealth specific

tags

✔ About template building

✔ How to manage extensions

Alphabetical Index
Accounts.........................1, 5, 9, 11p., 32, 36, 72p., 75, 84, 86, 104pp., 111, 115pp., 121p.
Add Encounter...................................................................................................................64
Add/Edit ...............................................................................................................101p., 141
Address..................1, 3p., 23, 26, 32p., 41, 93, 98, 101, 116pp., 129, 139p., 142pp., 146p.
Addresses..........................................................................................................15p., 69, 136
Admin..................................................................................................................................8
Appointments.................................................3, 9, 17, 43p., 76, 91, 97, 99, 105, 110, 122p.
Attach......................................................................................................12, 128, 149p., 163
Attribute........................................................................................................152p., 155, 157
Attributes...............................................................................................................152p., 155
Billing.............................1, 5, 9, 11p., 32, 36, 72p., 75, 84, 86, 104pp., 111, 115pp., 121p.
Board...............................................1, 7, 16, 19, 21, 29, 39p., 45, 48, 50, 59, 64, 67, 70, 87
Box12, 14, 20, 22, 27, 48, 54p., 57, 59, 64p., 67, 71, 76, 79, 83, 91, 93, 99, 104pp., 109, 113, 115,
122p., 125, 132, 137p., 141p., 148pp., 152p., 163, 165p.
Bracket.............................................................................................................................152
Browse................................................................5, 11, 61, 75, 86, 94, 132p., 141, 161, 165
Bug Reporting......................................................................................................................8
Business...............................................................................................................................6
Button4, 8p., 11, 16, 18, 22p., 25, 28, 30, 32, 34pp., 38, 50, 53pp., 59, 65, 69p., 73, 75, 81pp., 85p., 94,
98, 101p., 105, 116, 118, 120p., 123, 125, 131, 133, 141, 152, 155, 159, 161p., 164p.
Capabilities..............................................................................................................5, 9, 127
Characters................................................................................................................150, 153
Check boxes.......................................................................................................54, 153, 155
Claim1p., 6, 9, 12, 16, 36, 40, 43p., 47, 56, 63pp., 67p., 70p., 73, 75, 79, 106, 111, 115, 150, 163
ClearHealth1, 3pp., 11pp., 18pp., 25, 32, 34p., 38pp., 49, 51, 54p., 57, 63p., 67p., 71pp., 76, 80p., 84,
86, 89pp., 97p., 100pp., 104pp., 108, 110, 115p., 119p., 122p., 127pp., 135, 138p., 141p., 149p., 152,
158, 161pp., 165p.
Clinics..................................................................................................................................5
Connect.......................................................................................3pp., 12, 93, 131, 162, 165
Custom...............................................................................5, 12, 78, 129, 141p., 148p., 153
Data ...................3p., 11, 16, 23, 26, 47, 69p., 73, 75, 93, 129p., 145, 150, 152p., 157, 161
Date2, 15p., 18, 22p., 25, 27, 30, 32pp., 38p., 41, 43p., 50, 53pp., 60, 65, 68pp., 75, 81, 83p., 99pp.,
105, 112, 114, 117pp., 123, 125, 131, 133, 135p., 141, 152p., 155, 157pp., 161p.
Date box............................................................................................................15p., 69, 136
Date Box............................................................................................................................12
Dates..............................................................3, 9, 17, 43p., 76, 91, 97, 99, 105, 110, 122p.
Drop-down8p., 27p., 30, 32, 34pp., 38, 41, 47, 65, 68pp., 73, 81pp., 85, 99, 101p., 117p., 120pp., 125,
129pp., 135, 137, 155, 162, 164p.
Dynamic reports...................................................................................................................8
Dynamic Reports.........................................................................................................9, 127
Edit....................................................................................................................15p., 69, 136
Editor................................................................................................106, 112, 141, 163, 165
Element ...................................................................................................................150, 155
EMR........................1, 5, 9, 11p., 32, 36, 72p., 75, 84, 86, 104pp., 111, 115pp., 121p., 127
Encounters.........................................................................................................15p., 69, 136
Enumeration.................................................................3, 109, 135, 137, 140, 155, 159, 164
EOB......................................................................................................................................8
Extension............................4p., 9, 12, 27, 39, 47p., 127, 149pp., 155, 157p., 160pp., 165p.
Extensions.....................................................4p., 9, 12, 47p., 127, 149p., 152, 161p., 165p.
Field9, 22p., 26pp., 32pp., 39, 65pp., 76, 81p., 85, 93, 98p., 101p., 104p., 115pp., 130, 132, 135,
137pp., 153, 157, 159, 161, 163
Filters............................................................................................2, 12, 51, 73, 135pp., 140
Format1pp., 7, 9, 11p., 16pp., 21pp., 25pp., 30, 32, 34p., 38pp., 47p., 53, 55, 63, 65p., 68pp., 73, 75,
78, 84p., 87, 89, 93, 98pp., 116pp., 125, 127, 129, 132, 136, 139pp., 150, 153, 155, 163
Forums.................................................................................................................................5
Gender .......................................................................................................................27, 135
Grids.............................................................................................................................11, 16
Highlight......................................................................................16, 18, 36, 45, 50, 57, 157
HIPAA............................1, 5, 9, 11p., 32, 36, 72p., 75, 84, 86, 104pp., 111, 115pp., 121p.
Home..........................................................................23, 27, 30, 32, 118, 120p., 139p., 146
Html............................................................................................142pp., 150, 152, 163, 165
HTML......................................................................................................141, 150, 152, 163
Installation.........................................................................................................15p., 69, 136
Insurance...........................................................12, 23, 34p., 41pp., 47, 81, 106, 116p., 122
Interfaces..............................................................................................................................5
Issue.....................................................................................................................................8
Label.........................3p., 11, 22, 58, 104, 113, 129, 136p., 139, 142, 144pp., 152p., 158p.
Last name..........................................................................22, 25, 27, 38, 40, 54, 119, 138p.
Last Name..................................................................................................................27, 119
Linux..............................................................3, 9, 17, 43p., 76, 91, 97, 99, 105, 110, 122p.
Login....................................................................................................................................8
Manage.................................................5, 12, 28, 54, 73, 102, 119, 125, 129, 148, 161, 166
Menu8p., 11p., 14, 22, 25, 27p., 30, 32, 34pp., 38p., 41, 47, 51, 53, 61, 65, 68pp., 73, 81pp., 85p.,
98pp., 104pp., 108pp., 113, 115pp., 125, 129pp., 135, 161p., 165
Menus...................................................................................................................................8
Message...........................................................................8, 27, 57, 94, 112p., 157, 159, 164
Method.................................................................................................22, 65, 122, 133, 141
Navigate...........................................9, 11, 15p., 21, 25, 34, 41, 43, 45, 47pp., 69, 133, 141
Next15, 17, 36, 38p., 43p., 47, 50, 57, 68p., 76p., 84p., 93, 100pp., 115, 119, 123, 125, 165
Notepad ...........................................................................................................................141
OP/EN..................................................................................................................................6
Option.......................5, 12, 17, 25, 39, 43p., 50, 78, 86, 106, 122, 131, 150, 152, 155, 162
Order7, 16p., 36, 39, 43p., 47, 50, 54, 58p., 75, 83p., 87, 98, 101, 109, 130, 134, 141pp., 146, 153
Patient..................................................................................................................................8
Patients.............1, 9, 12, 20pp., 27p., 33, 35p., 39pp., 48, 51, 106, 111, 116, 118, 134, 139
Payer....1pp., 9, 26, 34pp., 45, 48, 70, 76, 78, 80pp., 104, 106, 116pp., 122, 126, 155, 159
Payment..................................................................................................................................
Claim.............................................................................................................................64
Person.........................................................33, 35p., 68, 116, 119p., 132, 134p., 137p., 140
Practice...........3, 5, 9, 12, 20, 27, 38, 89, 97pp., 104, 106, 109pp., 119, 126, 129, 139, 150
Practices.........................................................3, 9, 17, 43p., 76, 91, 97, 99, 105, 110, 122p.
Procedure...............................................................................................................................
Claim.............................................................................................................................64
Programmers........................................................................................................................9
Programs...............................................................................................34, 106, 116pp., 122
Provider3, 22p., 27, 41, 44p., 51, 53p., 59, 65, 68, 97, 108, 110, 112, 114, 120, 122p., 125p.
Providers........................................................3, 9, 17, 43p., 76, 91, 97, 99, 105, 110, 122p.
Query.........................................................................................3, 129p., 132p., 135pp., 141
Queue...................................................................................................................................8
Register ...............................................................................................................................7
Reports............................................................3, 9, 12, 40, 127, 129pp., 137, 139, 142, 148
Resources.......................................................3, 9, 17, 43p., 76, 91, 97, 99, 105, 110, 122p.
Rules.................................................................................3, 84, 112pp., 150, 153, 155, 157
Schedule2p., 12, 20, 39, 51, 53pp., 60, 62, 97, 104pp., 108, 110, 112pp., 117, 119p., 122p., 125p.
Screen8p., 18, 22p., 25, 34, 40, 44, 53, 68, 70, 75, 77, 82, 84pp., 93p., 105p., 109, 115p., 120, 125, 129,
131pp., 141, 162, 165
Section1, 9, 11pp., 19p., 22, 25, 34, 39p., 44, 50, 53, 73, 84, 86, 89p., 97pp., 104pp., 108, 115p., 119,
127pp., 135pp., 139, 149, 153, 161p., 165
Setting............................................................3, 9, 17, 43p., 76, 91, 97, 99, 105, 110, 122p.
Severity................................................................................................................................8
Ssn....................................................................................................................................157
SSN....................................................................................................................................27
Submit .................................................................................................................................8
Superbills.........................................................................................................................126
Switch......................................................................................11, 19, 40, 62, 110, 133, 141
System5, 8, 12, 28, 33, 39p., 54, 58, 73, 75, 81, 86, 101, 109, 119p., 123, 129p., 132, 135, 137, 155
Table............................................1, 3p., 91, 93, 106, 127, 129, 132, 134, 142pp., 163, 165
Tag............................................................................4p., 122, 144, 150pp., 157p., 163, 166
Tags...........................................................................................4, 150, 152p., 158, 163, 166
Template.......................................3p., 59, 108pp., 128p., 131p., 141p., 144, 148, 150, 166
Text9, 16, 25, 29p., 32p., 35p., 38p., 41, 43, 45, 65pp., 70, 73, 93, 115, 117pp., 130p., 135p., 138,
140p., 150, 153, 155, 158, 161pp., 165
Title..............................................7pp., 11p., 44, 47, 57, 111, 123, 129pp., 141, 161p., 165
Token......................................................................................................3, 135pp., 140, 148
Update.......................................................................................................................44, 64p.
Users...................................................................3, 5pp., 12pp., 23, 28, 97, 112, 119p., 126
Validation........................................................1, 15p., 18, 69, 132, 136, 153, 157, 159, 164
View1, 4p., 11p., 15, 27, 34, 40p., 45, 47, 50p., 53pp., 57, 61p., 69p., 73, 75, 77p., 80, 84pp., 104, 115,
119, 129, 133, 141, 155, 161
Wizard...........................................................................................3, 90, 92pp., 96, 123, 125
Wordpad...................................................................................................................141, 165
Ystem5, 8, 12, 28, 33, 39p., 54, 58, 73, 75, 81, 86, 101, 109, 119p., 123, 129p., 132, 135, 137, 155
CSS.................................................................................................................................150
labels.................................................................................................11, 129, 139, 142, 145
Labels...............................................................................................................3p., 139, 142
submit........................................................................................8, 76, 78, 80, 150, 152, 157
Submit...........................................................................................................................9, 59