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All MU-1 MU-2 Appointments Patients Billing Practice Setups Labs eMedical Site Admin Cariee

Problem List
1. Note down the chart no.
2. Go to "EMR" and search the patient by chart no.
3. Select the patient from search list.
4. Click on "Assessments" from left side menu.
5. Add assessments.
6. For more details Watch Video
How to add Active Medications to the EMR
1. Note down the chart no.
2. Go to "EMR" and search the patient by chart no.
3. Select the patient from search list.
4. Click on "Active Medications" from left side menu.
5. Add patient's active medications.
6. For more details Watch Video
How to add Allergies
1. Note down the chart no.
2. Go to "EMR" and search the patient by chart no.
3. Select the patient from search list.
4. Click on "Allergies" from left side menu.
5. Add patient's allergies.
6. For more details Watch Video
M Prescription
1. Go to "EMR" and search the patient by chart no or by name.
2. Select the patient from search list.
3. Click on "Prescription" from left side menu & then click on "Manual Prescription".
4. Fill up the manual prescription form.
5. For more details Watch Video
E Prescription
1. Go to "EMR" and click on "E-prescription".
2. Search the patient by chart no or by name.
3. Click on "E-prescription" on the top of the page.
4. Fill up the E-prescription form
5. For more details Watch Video
How to add vitals
1. Note down the chart no.
2. Go to "EMR" and search the patient by chart no.
3. Select the patient from search list.
4. Click on "Vitals" from left side menu.
5. Add vitals and save the details.
6. For more details Watch Video
How to view all appointments of a patient
1. Go to "Appointments" menu & click on "AppointmentsJS".
2. Search the patient & click on "Patient's Name".
3. Fill up the details of appointment.
4. For more details Watch Video
How to take an appointment for an existing patient
1. Go to "Appointments" menu & click on "AppointmentsJS".
2. Select date and physician.
3. Double click on your prefer time slot.
4. Select Existing patient
5. Fill up the details of appointment.
6. For more details Watch Video
How to take an appointment for a new patient
1. Go to "Appointments" menu & click on "AppointmentsJS".
2. Select date and physician.
3. Double click on your prefer time slot.
4. Select New patient
5. Fill up the details of appointment.
6. For more details Watch Video
How to delete the patient's checked-in or fulfilled appointment
1. Go to "Appointments" main menu & click on "AppointmentsJS".
2. Select a date.
3. Click on patient's name.
4. Click on "Undo CheckIn" to do undo check in.
5. Click on "Delete" button to delete the appointment.
6. For more details Watch Video
How to set provider's office visit timings
1. Go to "Practice Setups" main menu & click on "Providers".
2. Click on "Practice Timings" under timings column.
3. Set the providers office visit timings and holiday.
4. Save the timings.
5. For more details Watch Video
Virtual Credit Card Processing
1. Go to "Billing" main menu & click on "EOB Check Posting".
2. Click on "Click Here To Add New Check Details" link.
3. Select Insurance Name.
4. Select Payment method as "Credit Card".
5. Enter the amount, Card No., and all the required fields.
6. Select the check box(Process the card) to process the credit card.
7. Select the expire date of your virtual credit card.
8. Click on "Process Card & Save" button.
9. For more details Watch Video
How to collect copay from an existing patient
1. Go to "Billing" menu & click on "Super Bills".
2. Search the patient and select the patient.
3. Click on "Create Bill" button.
4. Enter collecting copay amount.
5. For more details Watch Video
How to checkIn & checkOut a patient from scheduler and create an encounter and a bill
1. Go to "Appointments" menu & click on "AppointmentsJS".
2. Select date and physician.
3. Double click on your prefer time slot.
4. Select Existing patient
5. Fill up the details of appointment.
6. Do "CheckIn" at the time of patient visit and do "CheckOut" at the time of patient discharge.
7. For more details Watch Video
How to edit the appointment details of a patient
1. Go to "AppointmentJS" page.
2. Click on patient's name.
3. Edit the patient's appointment details.
4. You can delete the appointment also.
5. For more details Watch Video
In House Labs
1. Go to "EMR" and click on "Labs".
2. Search the patient and select the patient.
3. Click on "In House Labs" tab.
4. Add the lab tests and click on continue.
5. Search and add ICD code or ICD name, then click on continue.
6. Write clinical notes and priority, then complete requisition.
7. For more details Watch Video
In House Medications
1. Go to "EMR" and click on "Labs".
2. Search the patient and select the patient.
3. Click on "In House Medications" tab.
4. Add the medications and click on "Save & Continue".
5. Add unit of medications & notes, then click on "Update".
6. For more details Watch Video
In House Procedure
1. Go to "EMR" and click on "Labs".
2. Search the patient and select the patient.
3. Click on "In House Procedures" tab.
4. Add the procedures and click on "Save".
5. Add notes.
6. For more details Watch Video
How to place Radiology tests in different ways
1. Go to "EMR" and click on "Labs".
2. Search the patient and select the patient.
3. Click on "Radiology" tab.
4. Add tests and click on "Continue".
5. Enter ICD codes or ICD names and click on "Continue".
6. Write clinical notes and priority, then complete requisition.
7. For more details Watch Video
How to place lab orders in different ways
1. Go to "EMR" and click on "Labs".
2. Search the patient and select the patient.
3. Click on "Labs" tab.
4. Add lab tests and click on "Continue".
5. Enter ICD codes or ICD names and click on "Continue".
6. Write clinical notes and priority, then complete requisition.
7. For more details Watch Video
How to manage users
1. Go to "Site Admin" menu & click on "Manage Users".
2. Click on "Add New User".
3. Fill up the user's details, role, timings, facilities & save all.
4. For more details Watch Video
Search inpatient and discharge-Cariee
1. Click on "Inpatient List".
2. Search the patient.
3. Click on "Discharge" to discharge the patient.
4. For more details Watch Video
How to add a new patient and Encounters
1. Click on "Patients" menu.
2. Click on "Add New Patient".
3. Fill up the patient's personal and demographic details.
4. Save and update the details.
5. Click on "Encounters" tab.
6. Click on "Click Here To Add Encounters".
7. Fill up the encounter details of the patient.
8. For more details Watch Video
How to increase numerator count of smoking
1. Note down the chart no.
2. Go to "EMR" and search the patient by chart no.
3. Select the patient from search list.
4. Click on "Smoking Status" from left side menu.
5. Select which type of smoker.
6. For more details Watch Video
How to increase numerator count of clinical lab-test results
1. Note down the chart no. or patient name.
2. Go to "EMR" and search the patient by chart no. or name
3. Select the patient from search list.
4. Click on "Meaningful Use" from left side menu.
5. Check the "Have you accessed the patient lab reports electronically."
6. For more details Watch Video
How to increase numerator count of Follow up
1. Note down the chart no. or patient name.
2. Go to "EMR" and search the patient by chart no. or name
3. Select the patient from search list.
4. Click on "Followup" from left side menu.
5. Select the follow up details
6. Click on "Reminders" from left side menu.
7. Click on "Mail" or "Phone Call" under "Send mail" or "Call" column respectively.
8. For more details Watch Video
How to increase numerator count of Education materials
1. Note down the chart no. or patient name.
2. Go to "EMR" and search the patient by chart no. or name
3. Select the patient from search list.
4. Click on "Meaningful Use" from left side menu.
5. Check the "Educational material given to the patient."
6. For more details Watch Video
How to increase numerator count of Medication reconciliation
1. Note down the chart no. or patient name.
2. Go to "EMR" and search the patient by chart no. or name
3. Select the patient from search list.
4. Click on "Meaningful Use" from left side menu.
5. Check the "Have you reconsiled the patient old medications like checking his/her old prescriptions given by the other physician?"
6. For more details Watch Video
How to increase numerator count of Summary of care
1. Note down the chart no. or patient name.
2. Go to "EMR" and search the patient by chart no. or name
3. Select the patient from search list.
4. Click on "Referral" from left side menu.
5. Add atleast one referral to that patient.
6. Then click on the "Print" button under "Print Referral" to get a print-out of the patient referral.
7. For more details Watch Video
How to increase numerator counts of Clinical summaries
1. Note down the chart no. or patient name.
2. Go to "EMR" and search the patient by chart no. or name
3. Select the patient from search list.
4. Click on "Meaningful Use" from left side menu.
5. Check the "Clinical summaries provided to patients or patient-authorized representatives(clinical summary provided business days)."
6. For more details Watch Video
How to add ICD codes
1. Go to "Practice Setups" main menu & click on "ICD Codes".
2. Enter ICD code,ICD name and save it.
3. For more details Watch Video
How to register a new patient
1. Go to "Patients" main menu.
2. Click on "Add New Patient".
3. Fill up the details of the patient and save the info.
4. For more details Watch Video
How to edit a patient's insurance
1. Go to "Patients" main menu.
2. Search a patient and select a patient from the search list.
3. Click on "Insurances" tab.
4. Click on "Edit".
5. Update the insurance details.
6. Click on "Add Insurance" to an another insurance and save.
7. For more details Watch Video
How to edit a patient details
1. Go to "Patients" main menu.
2. Search a patient and select a patient from the search list.
3. Click on "Summary" tab.
4. Click on "Edit".
5. Update the details.
6. For more details Watch Video
How to view a patient summary
1. Go to "Patients" main menu.
2. Search a patient and select a patient from the search list.
3. Click on "Summary" tab.
4. For more details Watch Video
How to view all encounters list of patient
1. Go to "Patients" main menu.
2. Search a patient and select a patient from the search list.
3. Click on "Encounters" tab.
4. For more details Watch Video
How to record patient's information in intake form
1. Go to "Patients" main menu.
2. Search a patient and select a patient from the search list.
3. Click on "Intake Forms" tab.
4. Fill up the patient's details.
5. For more details Watch Video
How to record patient's histories in Intake Forms
1. Go to "Patients" main menu.
2. Search a patient and select a patient from the search list.
3. Click on "Intake Forms" tab.
4. Fill up the patient's details.
5. For more details Watch Video
How to record patient's allergies and active medications in Intake forms
1. Go to "Patients" main menu.
2. Search a patient and select a patient from the search list.
3. Click on "Intake Forms" tab.
4. Fill up the patient's details.
5. For more details Watch Video
How to add a pre authorization of a patient
1. Go to "Patients" main menu.
2. Search a patient and select a patient from the search list.
3. Click on "Pre Auth" tab.
4. Fill up the authorization details.
5. For more details Watch Video
How to create a bill
1. Go to "Billing" main menu & click on "Super Bills".
2. Search and select the patient from the search list.
3. Click on "Create Bill".
4. Fill up all mandatory fields and save it.
5. For more details Watch Video
How to create a lab order
1. Go to "EMR" main menu and click on "EMR".
2. Search and select the patient from the search list.
3. Click on "Labs & tests in right side menu.
4. Fill up the step one-order details.
5. Fill up the step two-diagnosis details.
6. Fill up the step three-complete requesition details.
7. For more details Watch Video
How to do Reclaim
1. Go to "Billing" main menu and click on "Super Bills".
2. Search and select the patient from the search list.
3. Click on "Edit icon" under edit column.
4. Select the service code and click on "cliam".
5. For more details Watch Video
How to Post Patient Payment
1. Go to "Billing" main menu and click on "Super Bills".
2. Search and select the patient from the search list.
3. Click on "Edit icon" under edit column.
4. Enter the collecting amount and payment type.
5. Then click on "Payment".
6. For more details Watch Video
How to make a payment
1. Go to "Billing" menu and click on "Super Bills".
2. Search and select the patient from the search list.
3. Click on "Payments" button.
4. Enter the payment details.
5. Select the payment method & enter the details.
6. Click on "Pay".
7. For more details Watch Video
How to make a refund
1. Go to "Billing" menu and click on "Super Bills".
2. Search and select the patient from the search list.
3. Click on "Payments" button.
4. Enter the refund details.
5. Select the refund method & enter the details.
6. Click on "Refund".
7. For more details Watch Video
How to search a patient
1. Go to "EMR".
2. Search the patient by name,chart number etc. and select the patient from the search list.
3. For more details Watch Video
Assessment 01
1. Go to "EMR" and search the patient by name,chart no. etc.
2. Select the patient from search list.
3. Click on "Assessments" from left side menu.
4. Add the patients' problem details and save it.
5. For more details Watch Video
Assessment 02
1. Go to "EMR" and search the patient by name,chart no. etc.
2. Select the patient from search list.
3. Click on "Assessments" from left side menu.
4. Select the patients' problem from the favorite list and save it.
5. For more details Watch Video
How to increase numerator counts of demographics
1. Note down the name or chart no. of the patient.
2. Go to "Patients" main menu.
3. Search patient by name or chart no.
4. Select the patient from search list.
5. Fill up the mandatory fields and click on "Update".
6. For more details Watch Video
How to increase numerator count of vital signs-10A
1. Note down the name or chart no. of the patient.
2. Go to "EMR" and search the patient by name or chart no.
3. Select the patient from search list.
4. Click on "Vitals" from left side menu.
5. Add vitals (Weight,Height & BP) of the patient and save it.
6. For more details Watch Video
How to increase numerator count of vital signs-10B
1. Note down the name or chart no. of the patient.
2. Go to "EMR" and search the patient by name or chart no.
3. Select the patient from search list.
4. Click on "Vitals" from left side menu.
5. Add vitals (Weight & Height) of the patient and then save it.
6. For more details Watch Video
How to increase numerator count of vital signs-10C
1. Note down the name or chart no. of the patient.
2. Go to "EMR" and search the patient by name or chart no.
3. Select the patient from search list.
4. Click on "Vitals" from left side menu.
5. Add vitals (Only BP) of the patient and then save it.
6. For more details Watch Video
How to increase numerator count of smoking status
1. Note down the name or chart no. of the patient.
2. Go to "EMR" and search the patient by name or chart no.
3. Select the patient from search list.
4. Click on "Smoking Status" from left side menu.
5. Select which type of smoker.
6. For more details Watch Video
Incorporate clinical lab test
1. Note down the name or chart no. of the patient.
2. Go to "EMR" and search the patient by chart no. or name
3. Select the patient from search list.
4. Click on "Meaningful Use" from left side menu.
5. Check the "Have you accessed the patient lab reports electronically."
6. For more details Watch Video
How to increase numerator count of follow up
1. Note down the name or chart no. of the patient.
2. Go to "EMR" and search the patient by chart no. or name.
3. Select the patient from search list.
4. Click on "Followup" from left side menu.
5. Select the follow up details
6. Click on "Reminders" from left side menu.
7. Click on "Mail" or "Phone Call" under "Send mail" or "Call" column respectively.
8. For more details Watch Video
How to increase numerator count of Clinical summaries
1. Note down the name or chart no. of the patient.
2. Go to "EMR" and search the patient by chart no. or name
3. Select the patient from search list.
4. Click on "Meaningful Use" from left side menu.
5. Check the "Clinical summaries provided to patients or patient-authorized representatives(clinical summary provided business days)."
6. For more details Watch Video
How to add cpt codes
1. Go to "Practice Setups" main menu & click on "CPT Codes".
2. Click on "Click Here to Add New CPT Code To Your Practice".
3. Fill up the CPT details & click on "Add To Practice".
4. For more details Watch Video
How to increase numerator count of Education materials
1. Note down the name or chart no. of the patient.
2. Go to "EMR" and search the patient by chart no. or name
3. Select the patient from search list.
4. Click on "Meaningful Use" from left side menu.
5. Check the "Educational material given to the patient."
6. For more details Watch Video
How to increase numerator count of Medication reconciliation
1. Note down the name or chart no. of the patient.
2. Go to "EMR" and search the patient by chart no. or name
3. Select the patient from search list.
4. Click on "Meaningful Use" from left side menu.
5. Check the "Have you reconsiled the patient old medications like checking his/her old prescriptions given by the other physician?"
6. For more details Watch Video
How to increase numerator count of Summary of Care
1. Note down the name or chart no. of the patient.
2. Go to "EMR" and search the patient by chart no. or name
3. Select the patient from search list.
4. Click on "Referral" from left side menu.
5. Add atleast one referral to that patient.
6. Then click on the "Print" button under "Print Referral" to get a print-out of the patient referral.
7. For more details Watch Video
How to take a patient admission-Cariee
1. Click on "Admissions".
2. Select exist patient's name or you can add a new patient.
3. Select provider.
4. Enter ICD codes.
5. Select facility.
6. Enter current location.
7. Write admission notes.
8. Click on "Admit Patient" button.
9. To send the message to provider, click on "send" button.
10. For more details Watch Video
How to add insurances to a patient
1. Go to "Patients" main menu.
2. Search patient and select a patient from the search list.
3. Click on "Insurances" tab.
4. Click on "Add Insurance".
5. Add primary insurance company name and policy number and save it.
6. Again click on "Add Insurance".
7. Add secondary insurance company name and policy number and save it.
8. For more details Watch Video
EOB Check Posting
1. Go to "Billing" main menu & click on "EOB Check Posting".
2. Click on "Click Here To Add New Check Details".
3. Fill up all mandatory fields & save it.
4. Click on "Attachment" under attachment column.
5. Click on "Click Here To Add From Practice Documents".
6. Search & add the document.
7. Click on "Apply To Bills" under payment column.
8. Search a bill to post an EOB.
9. Select the bill.
10. Enter the EOB check details & save it.
11. For more details Watch Video
Soap Notes
1. Go to "EMR" and search the patient by name,chart no. etc.
2. Select the patient from search list.
3. Click on "CC" from left side menu.
4. Fill up patients' CC details and save it.
5. Click on "HPI" from left side menu.
6. Fill up patients' HPI details and save it.
7. Click on "Physical Exam" from left side menu.
8. Fill up patients' physical exam details and save it.
9. Click on "Vitals" from left side menu.
10. Fill up patients' vital details and save it.
11. Click on "Assessments" from left side menu.
12. Fill up patients' assessment details and save it.
13. Click on "Visit Summary" from left side menu to see all the details of the patient.
14. For more details Watch Video
How to merge charts
1. Go to "Practice Setups" main menu & click on "Masters Setup".
2. Then click on Merge Charts from left side menu.
3. Enter your original chart number.
4. Enter your duplicate chart number.
5. Then merge the data.
6. For more details Watch Video
How to delete a patient
1. Go to "Practice Setups" main menu & click on "Masters Setup".
2. Click on Delete Charts from left side menu.
3. Search the patient.
4. Click on delete to delete the patient.
5. Click OK to confirm.
6. For more details Watch Video

Search :

Problem List

How to add Active Medications to the EMR

How to add Allergies

M Prescription

E Prescription

How to add vitals

How to view all appointments of a patient

How to take an appointment for an existing patient

How to take an appointment for a new patient

How to delete the patient's checked-in or fulfilled appointment

How to set provider's office visit timings

Virtual Credit Card Processing

How to collect copay from an existing patient

How to checkIn & checkOut a patient from scheduler and create an encounter and a bill

How to edit the appointment details of a patient

In House Labs

In House Medications

In House Procedure

How to place Radiology tests in different ways

How to place lab orders in different ways

How to manage users

Search inpatient and discharge-Cariee

How to add a new patient and Encounters

How to increase numerator count of smoking

How to increase numerator count of clinical lab-test results

How to increase numerator count of Follow up

How to increase numerator count of Education materials

How to increase numerator count of Medication reconciliation

How to increase numerator count of Summary of care

How to increase numerator counts of Clinical summaries

How to add ICD codes

How to register a new patient

How to edit a patient's insurance

How to edit a patient details

How to view a patient summary

How to view all encounters list of patient

How to record patient's information in intake form

How to record patient's histories in Intake Forms

How to record patient's allergies and active medications in Intake forms

How to add a pre authorization of a patient

How to create a bill

How to create a lab order

How to do Reclaim

How to Post Patient Payment

How to make a payment

How to make a refund

How to search a patient

Assessment 01

Assessment 02

How to increase numerator counts of demographics

How to increase numerator count of vital signs-10A

How to increase numerator count of vital signs-10B

How to increase numerator count of vital signs-10C

How to increase numerator count of smoking status

Incorporate clinical lab test

How to increase numerator count of follow up

How to increase numerator count of Clinical summaries

How to add cpt codes

How to increase numerator count of Education materials

How to increase numerator count of Medication reconciliation

How to increase numerator count of Summary of Care

How to take a patient admission-Cariee

How to add insurances to a patient

EOB Check Posting

Soap Notes

How to merge charts

How to delete a patient