Category: Configuration

PROCESS Manage Patient Information

Matthew Richard

To access the Patient Database/ Rolodex, click on Patients from the left side Menu.

This will bring up the following screen:

To search for an existing patient in the database, type in their last name and select the Filter button. If you need a more detailed search fill in the additional search fields and select the Filter button. The list will generate alphabetically. Click into the Pencil in the far left column to access the patient record/file, General Information screen.

Access any tab within the patient file by clicking on that tab.

To enter a NEW PATIENT into the database: Click on Patients, the Manage Patients screen will appear. In the upper RIGHT corner click on the word Create which
will bring up the Create Patient screen. Fill out this screen in its entirety and select the SAVE button. Once you select SAVE the new patient is added to the
Database. To complete the screens within this new patients file, Select Patients from the left side menu, Manage Patient screen will appear, type in the patients
Last name, select Filter, open patient by clicking on the pencil in the left side column. Navigate to any tab within the patient by clicking on the tab and it will open.

NOTE: A NEW PATIENT can also be added to the database from the Clinic Dashboard. Click on NEW PATIENT at the far right side of the screen. The same
CREATE PATIENT screen will appear to fill out their information and SAVE. Once Saved, access through the Patients tab on the left and follow the above
Instructions.

PROCESS PM Database Configuration

Judy Barnes

Within Chart Talk are many databases that are pre-populated with industry standard information. There are also databases that are configured specifically for each individual clinic. To access the Database Directory, click on the Practice Management tab from the Menu.

PM Data Configuration 1

Below is an overview of each Database and it functions:

Payer Database

PM Data Configuration 2

Enter each individual Insurance company into this database. Enter the Payer/Insurance company name, fill in the drop down of Insurance and check the box next to Active then click Add.

The name will appear on the screen and you are able to then Edit the information for this specific insurance company.

PM Data Configuration 3

If you choose to set up an individual fee schedule for this payer, fill in the bottom of the screen with each CPT code from the schedule respectively. NOTE: It is the responsibility of the clinic to update this fee schedule with any changes in allowed fees from the Payer.

Location Database

PM Data Configuration 4

This database is set up with the Clinic Demographic information. If the clinic has more than one location, each location will be identified in this database. The Chart Talk support team can help in setting this up.

Manage Groups Database

PM Data Configuration 5

This database is set up with specific provider information regarding NPI numbers and interface information for the Clearing House. The Chart Talk support team can help in setting this up.

Clearing House Database

PM Data Configuration 6

This database is set up with specific information based on the Clearing House you choose for the Billing Interface. The Chart Talk support team will help in setting this up.

Billing Codes Database

PM Data Configuration 7

This database has several Coding Databases within including: ICD9, ICD10, CPT, G- CODES, CQMM, and LOINC. Use the drop down tab on the top left that states all to see each database and click on the one you want to access. Then use the Code search box to look for a code to verify if it already exists in the Database or if you need to add it in. To add the code, click on the Create Button and fill out the information then Save.

PM Data Configuration 8

Clinic Database

PM Data Configuration 9

The Clinic Database will be populated with information by the Chart Talk support team except for
the local tax rate. Add your local state Sales Tax rate in the box on the bottom right side of this screen.
*Note: For Sales tax to automatically be calculated for a CPT code, in the set- up screen for that code, the IS Taxable box must be checked.

Modifier Database

PM Data Configuration 10

The Modifier Database is pre-populated with the most common modifier codes. To add additional codes click on the Add New box and fill in the screen then press Save.