Tag: Main Navigation Menu

Service Type

Matthew Richard
Service Type
Online Service Types are mapped to Chart Talk Appointment Types.
  1. Service – This is the displayed name the patient will select from your online portal. Multiple service types can be mapped to the same appointment type in Chart Talk.
  2. Appointment Type – The appointment type is listed in Chart Talk and is created under Schedule Configuration > Appointment Types
  3. Is New Patient – If you expect this appointment type to selected by patients not in your Chart Talk database, the online appointment tool will ask for additional patient information.
  4. Status – detemines if the service type is active.
  5. Create – Launch the New Service Type Tool.
  6. Edit – Edit the properties of a specific service type.

 

Online Provider Availability

Matthew Richard

For Every Open Availability Block in the Online Appointment Request Page, there needs to be one row in the online availability table.

Online Appointment Request
This is what the online appointment request page looks like. Without any values in the provider or service type filter, the page displays all appointements available on the selected day.

 

Onlione prover list availability
Online Provider Availability List –
  1. Service
  2. Provider
  3. Day
  4. Block Start
  5. Block End – Descrepency between this value and the duration of the associated appointment type will default to the appointment type duration on the displayed schedule.
  6. Launch the Availability Tool
  7. Copy – Opens the Availability tool with the rows values (except Provider name) already completed.
  8. Edit – Change values of the existing row
  9. Delete – Delete the existing row

Booking Settings

Matthew Richard

About: Chart Talk Bookings is a service that allows clinics to include their own branding for integrated on-line booking, on-line payment portal*, and appointment reminders. This booking seetings page allows your clinic to configure the clinic branded page.


Pictured above is the preview of an example clinic template

  1. Area 1 Color: The color of the outer border of the page.
  2. Area 2 Color: The color of the the inner page content.
    1. Font Size in Area 2
    2. Font Color in Area 2
    3. Return Landing Page : When patient completes functions, their browesr will be returned to your web site.
  3. Clinic name presented as H1 header tag in patient portal
  4. Clinic phone number
  5. Clinic contact email address
  6. Clinic logo: for best results use .PNG filetype approx. 250 x 250 px @ 75 dpi. Logo atomatically links to Return Landing Page.
  7. Footer Message: Appears on the footer of all generated pages for clinic.

Appointment Type

Matthew Richard

Appointment types control scheduling functions on Clinic Schedule and My Schedule

  1. Type Name – Name of appointment type
  2. Color (background color)
  3. Patient Name Font Color
  4. Appointment Status Font Color
  5. Duration
  6. Soap Type – Choose yes if SOAP documentation should be generated for this appointment type

To edit an Appointment Type (Do not delete an appointment type that is in use):

  1. Expand the Schedule Menu and Select Appintment Types
  2. Click the Pencil Icon next to the appointment type you want to edit
  3. Click the Drop Down Icon for the color selection, use the color wheel to select your color and click Apply
  4. Click Save

Route Slip Configuration

Kayce Cole

  1. Left Column
  2. Center Column
  3. Right Column
  4. Save

Each box has text edit options for Bold, Italic, and Underline. Text edit options are located on the upper left corner. These fields correspond to the columns located on the bottom two-thirds of the printed route slip. The default values are just an example of how you can lay out your route slips.

*The header information that appears on the route slip is generated based on appointment data.

Related Link:
How to use the Route Slip

Narrative Templates

Matthew Richard

Narrative templates will populate the text field in the patient File Cabinet when selected.

  1. Document – Title will appear when selecting template from drop down menus
  2. Description
  3. Template Content

    4. https://manual.mycharttalk.com/wp-admin/post.php?post=2466&action=edit

Dynamic Variable List
Name Variable
Today Date @Today
Patient Name @Patient
Clinic  @Clinic
First Name  @FirstName
LastName  @LastName
Middle Initial  @Middleinitial
Address  @Address
City  @City
State  @State
Zip  @Zip
Email  @Email
Home Phone  @HomePhone
Cell Phone  @CellPhone
Date of Birth  @DOB
Age  @Age
Height  @Height
Weight  @Weight
Vitals @Vitals
Blood Pressure  @BloodPressure
BMI  @BMI
Patient Medication  @MedicationList
Patient Problem  @ProblemList
Patient Allergy  @AllergyList
Sex  @Sex
Race  @Race,
ClinicAddress  @ClinicAddress
FamilyHistory  @FamilyHistory
PrimaryInsurance  @PrimaryInsurance
SecondaryInsurance  @SecondaryInsurance
Family History  @FamilyHistory
Past Illness  @PastIllness
Social Historye  @SocialHistory
Hospitalizations  @Hospitalizations
Injuries  @Injuries
Last Chief Complaint  @lastChief

Print Settings

Matthew Richard

Print settings control printed output from Chart Talk

  1. Font Setting – Changes font and font size for reports
    1. Font – Choose any font (except comic sans!)
    2. Font Size
  2. HCFA Print Setting
    1. Use Preprinted Paper – select this if you will be printing on CMS 1500 blanks, otherwise Chart Talk prints the 1500 form for you.
    2. Use Location Alias Instead of Clinic Name – will override the value in Box 32 with the Location Alias set ‘isservice
    3. Use Location Alias Instead of Rendering Provider in box 33 – will override the value in Box 33 with the Location Alias set ‘isBilling’
    4. X Offset – Value in pixels to shift the CMS 1500 horizontally when Use Preprinted Paper is true
    5. Y Offset – Value in pixels to shift the CMS 1500 vertically when Use Preprinted Paper is true
  3. Statement Setting
    1. Include Charge Comments- will display charge comments on patient statements. Both clinic user initiated and posted 835s from the auto post.
    2. Clinic Message- Text box to type clinic message that is included on ALL patient statements that are generated.
  4. Letterhead Setting
    1. Use Custom Letterhead – When true, the letterhead of SOAP reports will replace the standard clinic information heading with the image uploaded here. Suggested dimentsions are 1700 px X 220 px at 150 ppi, or to your preference.

835 Print Settings

You can add your own explanations to the messages recieved from payers and applied using auto post. Below is an example of the setting on the 1. Print settting screen, 2. Line items from Autopost screen, 3. How it shows up on the patient statement.

1.

835 Electronic Remits

2.

835 Values Received from Payer

3.

Print settings appear on patient statement