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EHR 24/7
Explore the ins and outs of EHR 24/7
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Adding Visit Reasons
You can create, edit, and manage Reason for Visit entries in Practice Mate
How to Use SMS Self Check-In
The SMS Self Check-In feature sends patients a text message shortly before their appointment,
Generate Audit Log Reports
The Audit Log Reports in Office Ally are powerful features that allow you to generate detailed reports
Adding an Office in Practice Mate and EHR 24/7
Offices allow you to organize your staff, schedules, documentation, charges, and more
Statement Headers
Statement headers control the office information that appears on billing statements and patient receipts
Reminder Mate Troubleshooting
Because the service involves different types of messages sent to patients a day
How to Use Educational Resources in EHR 24/7
If you need to save and manage patient-facing educational documents in EHR 24/7
Using Referral Orders in EHR 24/7
Referral Orders allow you to document, track, and manage patient referrals directly within the patient chart
Generating a Clinical Summary
Patient clinical summaries can be generated from either individual Progress Notes
How to Generate an EHI Export in EHR 24/7
If you need to export Electronic Health Information (EHI) in compliance
Linking Lab Results Manually
If lab results were received electronically through an EDI connection but were not automatically
If you send or receive laboratory/imaging, you can manage your list of laboratories through the Laboratories/Radiology
If you need to view, add, or manage ICD codes in EHR 24/7, use the Problem List
Adding Labs/Radiology Clinics to EHR 24/7
If you send or receive laboratory/imaging, you can manage your list of laboratories through the Laboratories/Radiology
Using Order Sets in EHR 24/7
If it would be useful to link certain diagnosis codes to labs, radiology tests
EHR 24/7 - How to View Lab/Radiology Results
Physician Extender is a designation given to a second individual who needs to be listed on an Encounter
Adding Confidential Information to a Patient Chart
Office Ally’s EHR 24/7 allows you to save confidential patient information and limit who within your organization can access it.
Transfer Patient Encounter Feature
If a signed progress note is created on the wrong patient chart, you can use the Transfer Patient Encounter feature to move it to the correct chart
How to Set Up the Patient Summary Page
The Patient Summary Page is the first screen you’ll see when opening a patient chart. It can be customized,
HTI-1 Social, Psychological, and Behavioral Data
Adding a Pharmacy
Pharmacies are selected during the process of prescribing medications in Practice Mate and EHR 24/7.
Turn Off the SMS Self Check-In Feature in Practice Mate and EHR 24/7
SMS Self Check-In allows patients to document when they arrive for an appointment
Adding a Referring Provider in Practice Mate and EHR 24/7
The Referring Provider list in Practice Mate and EHR 24/7 is used for three types of Providers:
How to Use Eligibility Verification in EHR/Practice Mate
Eligibility Verification is a paid feature in Office Ally that allows you to check a patient’s insurance eligibility and benefits directly from their chart or appointment.
Statement Headers
Statement headers control the office information that appears on billing statements and patient receipts.
Managing Immunizations in EHR 24/7
Office Ally’s EHR 24/7 program allows you to record immunization information in the patient chart to keep records accurate and up to date.
Using the Medication List in EHR 24/7
Office Ally allows you to easily manage patient medications while documenting or prescribing from within a progress note or directly through the Medication List.
Recording Administered Medications in EHR 24/7
If you need to document medications that were administered during a patient visit in Office Ally’s EHR 24/7, follow the steps below.
Using the Allergy List in EHR 24/7
EHR 24/7 allows you to create and manage a customizable list of your patients’ allergies directly during regular documentation.
How to Use Blood Sugar Logs in EHR 24/7
Office Ally’s EHR 24/7 includes a feature that allows you to create and manage Blood Sugar Logs for patients.
How to Use Alerts and Health Maintenances in EHR 24/7
If you need to create user-generated patient notifications within EHR 24/7, there are two tools available:
Using the Short Form Nurse Note
The Short Form Nurse Note is a standard form that can be used to begin a Progress Note.
Exporting Patient Encounters and Documents from EHR 24/7
If you need to export a patient Encounter from Office Ally EHR 24/7, there are two areas where this can be done:
How to Create and Use User Defined Phrases in EHR 24/7
Patient Documentation in Encounters can be completed more quickly by using Phrases that are stored and configured in the Manage Office tab.
Creating Lab/Radiology Orders in EHR 24/7
Office Ally’s EHR 24/7 allows you to create and manage lab and radiology orders directly within the system.
How to Record PHI Disclosures in EHR 24/7
If you need to document an instance where Protected Health Information (PHI) was disclosed
Using the Document Center
The Document Center allows you to access and manage a wide range of clinical and administrative documents across all patient charts.
How to Set User Preferences in EHR 24/7
You can customize how your EHR 24/7 account works by updating your User Preferences.
How to Use the Import Data Wizard in EHR 24/7 or Practice Mate
This article provides step-by-step instructions for importing data to Office Ally using the Data Import Wizard in EHR 24/7 or Practice Mate.
How to Complete Basic Documentation in EHR 24/7
If you're new to using EHR 24/7 or need a refresher on the basic documentation workflow, follow the steps below to access a patient's chart, complete a progress note, and sign off on it.
How to Use the Import Data Wizard in EHR 24/7 or Practice Mate
This article provides step-by-step instructions for importing data to Office Ally using the Data Import Wizard in EHR 24/7 or Practice Mate.
How to Add and Use Templates in EHR 24/7
Templates in EHR 24/7 are customizable HTML-based documents used to add additional documentation to a patient's chart, often in conjunction with SOAP Notes.
How to Set Up and Use SOAP Guidelines in Office Ally
SOAP Guidelines allow you to insert pre-typed words and phrases into your SOAP Notes for faster and more consistent documentation.
Disable SMS Self Check-In Feature
How to Add or Update a Progress Note Header in EHR 24/7
If you need to customize the header that appears on your progress notes
How to Merge Patient Records in Practice Mate or EHR 24/7
If a patient is accidentally entered twice in your account, you can merge the two records into one.
How to Add a Patient in Practice Mate and EHR
You can add patients in either Practice Mate or EHR 24/7.
How to Transfer Patient Encounters in EHR 24/7
If you need to move an encounter from one patient record to another
How to Set Up Time Schedules in Office Ally
Time Schedules is a feature found under the Manage Office tab in Practice Mate or EHR.
How to Create Your First Intake Forms
If you are adding patient intake forms for the first time in Practice Mate/EHR
Fullscript Integration FAQ
Fullscript is a platform that allows providers to prescribe high-quality supplements and wellness
Creating Lab/Radiology Orders in EHR 24/7
Office Ally’s EHR 24/7 allows you to create and manage lab and radiology
How to Set Up SOAP Note Layouts in EHR 24/7
If you want to customize how patient encounters are documented in EHR 24/7
How to Report a Missing E-Prescription (Rx) in EHR 24/7
If you’ve sent a prescription through Office Ally’s e-Prescribe system