Category: Documentation

Posts reviewing creating, printing, or reviewing documentation.

Payment Detail Tool

Judy Barnes

manage-payment-detail-tool

  1. Description: Payment, copayment, Adjustment are the three most common selection.  Detailed description of each option are available in our online manual at manual.mycharttalk.com
  2. Who Paid – this is a list of all payers and guarantors.  This is why it is important to at least set the patient up as their own guarantor, so you can apply payments from them.
  3. Pay/Adj/Code – options in this field will change based on the Description and WhoPaid – for payers options like Ins Check or direct deposit are available, where as a patient or guarantor will have visa, MC, cash and check as options.
  4. Adj Reason – optional field to help classify adjustment reasons .  Primarily used when evaluating payments, payers, and services quarterly or annually.
  5. Amount – The actual payment or adjustment amount.
  6. Date received – will default to the date the payment detail tool was opened .This can be backdated if needed.
  7. Check # – this field is used for the insurance check detail report and will group all payments applied to the same check number.
  8. Comment – open text for any notes on any payment or adjustment.

Audit Log

Kayce Cole

    Filter Values – Filter by the selected columns value

  1. Modified By
  2. Action
  3. From Date
  4. To Date
  5. Patient Name
  6. Reset Action Button- resets filter values.

    7. Data Columns

  7. Table *scheduled for removal
  8. Column *scheduled for removal
  9. Action
  10. Screen
  11. Old Value
  12. New Value
  13. Date
  14. Time
  15. Modified By
  16. Patient
  17. IsModified

CS Config

Kayce Cole

scheduleconfig_cs-config

  1. Time Division – The duration of the blocks of time in the left hand side of Clinic Schedule
  2. Time Subdivision – Blocks of time that the Time Division will be divided into

EXAMPLE: Time Division = 60 & Time Subdivison = 10 will produce a Clinic Schedule presented by hour which will break each hour into 6 blocks

BEST PRACTICE: Make Time Subdivision the least common multiple the duration of your Appointment Types

Visit Type

Kayce Cole

Visit Type is used to manage different cases for individual patients. A patient can have Dx, SOAP, and Procedures associated different visit types. When you use ‘Get Previous’ commands, Chart Talk will import information from the previous encounter of the same visit type.

scheduleconfig_visit-type
Create button opens Visit Type Tool to add a new visit type

    Data Columns

  1. Edit Record
  2. Short Name
  3. Long Description
  4. IsAccident – Represents a motor vehicle,workers comp type case, or other type of accident case