InSync Help
Opera Bug
Contents
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Index
InSync Help Manual
Log-in and Navigation
Log-in
Username and Password
Facility Choice
Clocking In/Clocking Out
Notification
Access Restriction
Changing Login Password
Session Timeout Pop Up
Navigation
Information Bar
Icon Navigation
Menu Bar Navigation
Dashboard
Clinical Dashboard
Dashboard Overview
Queues
Drag-and-Drop Functionality
Visit Overview
To Dos
Messaging
Fax Queue
Inbox
Composing a New Fax
Selecting From the Address Book
Drafts
Sent Fax
Forwarding a Fax
Deleting a Fax
eResult Queue
Searching for an eResult
Getting eResults
Mapping Patients to Unsolicited eResults and Changing Mapped Patients
Mapping Visit Date to Unsolicited eResults
Updating eResult Details
Removing eResults
Deleting eResults
Printing Lab Letter
eOrder Queue
Working with Unprocessed Orders
Direct E-Mail
Inbox
Replying to a Message
Forwarding a Message
Composing a Message
Drafts
Sent Messages
Current Week Co-Signature
Searching Encounter Notes for Co-Signature
Re-assigning Encounter Note to Other Provider
Changing Co-Signature Status
Removing Encounter Note Records Temporarily From List
Encounters List Queue
Searching Encounters
Working with Not Started Encounters
Working with In Progress Encounters
Configure User Profile
Bookmarks
Dashboard
Encounter Shortcuts
Facesheet Elements
PM Dashboard
Charges Widget
Payments Widget
Adjustments Widget
Clean Claim Ratio Widget
Cash Flow Widget
A/R Widget
Aging Widget
Charge Types Widget
Patients
Patient Search
Performing a Patient Search
Adding a New Patient
Patient Details
Scanning Cards Using Medicscan Connect
Scanning Cards Using Camera
Employer/School Details
Family Member Details
Providing Patient Portal Access to Patient
Providing Patient Portal Access to Patient’s Representative(s)
Contact Details
Referral Information
Reffering Diagnosis
Billing Details
Suboxone Tracking
Adding a Patient Photo
Saving Patient Information
Deactivating a Patient
Recording Patient’s Status as Deceased
Creating Patient Groups
Searching Patient Groups
Copying Patient Groups
Patient Ribbon
Patient Details
Encounter Details
Insurance Details
To Dos
Custom Clinical Forms
Patient Notes
Printing Patient Notes
Patient Notes Report
Exporting Patient Notes
Capture Patient Signature
Patient Additional Information
Alternate Address
Next of Kin
Guarantor
Emergency Contact
Recording Patients's Additional Details
Quick Patient Registration
Registering Patient with Quick Registration Process
Approving/Declining Registration Request
Insurance
Adding Insurance Information
Verifying Patient Eligibility
Viewing Authorization Details
Deactivating/Reactivating a Policy
Attaching a Document
Adding a Secondary Insurance
Adding an Image of the Patient’s Insurance Card
Adding a Payer to the System
Patient History
Adding General Notes
Adding Social History
Adding Medical History
Adding Psychiatric History
Adding Family History
Adding Surgical History
Adding Gynecological History
Adding Genetic History
Summary
Using Customized Template
Patient Financials
Viewing Patient Financials
Patient Education
Viewing/Providing Patient Education
Merge Patients
Merging Patients
Restrict Access
Restricting User Access
Document Request
Viewing Patient Document Request
Appointment Details
Accessing Patient's Appointments
Searching Survey Forms
Searching Patient Forms
Sending Patient Forms
Referral Tracking
Case
Case Management
Scheduler
Scheduler Functionality
Appointment Requests
Approving / Declining Appointment Requests
Modifying Appointment Requests
Show All Slots
Selected Date
Views
Visit Profiles/Resources
Calendar
Visit Status Filter
Legend
Patient Appointment Search
Resource Availability Search
Patient Batch Eligibility
Patient Appointment Reminder
Automating Batch Eligibility Process
Expiring Recurring Appointments Report
Configuring Additional Watermark
Blocking/Unblocking Time Slots
Unavailable Slots
Super Bill
Charge Details
Changing Appointment Status/Location
Insurance Eligibility
Visit Details
Patient Demographics
Managing Appoinments
Booking the Appointment
Recurring Appointments
Editing an Appointment
Rescheduling an Appointment
Reschedule Multiple Appointments
Deleting an Appointment
Adding Intermediate Patient
Blocking Multiple Time Slots
Unblocking Multiple Time Slots
Group Therapy
Booking An Appointment for Multiple Patients
Move group therapy appointments
Starting An Encounter for Group Therapy Session
Adding Group Therapy Remarks To Patients Chart (Using Templates)
Accessing Other Charting Elements From Group Therapy Session
Viewing Encounter Notes / Ending Encounters from Group Therapy Session
Removing Group Blocks
Scheduler Calendar View
Day Mode
Week Mode
Global Mode
Patient Mode
Scheduler Master View
Working with Appointments
Waitlist
Bed Board
Re-Evaluation Tracking
Charting
Working With Facesheet
Working With Encounters
Starting an Encounter
Editing an Encounter
Ending an Encounter
Adding an Amendment Request / Addendum
Recording Co-Signature for Ended Encounter
Recording Electronic Signature From Patient
Exiting an Encounter
Deleting an Encounter
Copying Data From Previous Encounter
Filtering Encounters
Printing Encounter Note
Transmitting Clinical Summary
Viewing Health Information Report
Downloading CCD (Continuity Care Document)/XML
Printing Consultation Letter
Creating Custom Clinical Form
Working With Facesheet Menu Items
Recording Chief Complaints/HPI
Recording Problem List
Reconciling Problem List
Recording Vitals
Working With Medications and Allergies
Prescribing a Medication
Managing Medications List
Renewing a Medication
Adding an Allergy
Reconciling Medications and Allergies
Recording History
Recording Review of Systems (ROS)
Recording Physical Exam
Recording Health Maintenance
Recording Immunizations
Administering Immunizations for Pediatric Patients
Recording History Dose for Pediatric
Recording Refusal Dose for Pediatric
Voiding Last Recorded Dose
Recording Immunizations for Adults
Adding Patient-Specific Immunization
Overriding Immunizations
Recording History Dose for Adult
Recording Refusal Dose for Adult
Recording Diagnosis (ICD-9 and ICD-10)
Refining the Search for ICD-10 Codes With Modifiers
Recording Treatment Plan
Selecting Order Set
Saving All Treatment Plan Items at Once (Save Order Set)
Ordering Labs
Ordering Radiology
Recording Visit & Procedure Codes
Ordering Special Studies
Recording Diet Plan
Recording Activity List
Recording Therapy Given to Patient
Prescribing Medications and Adding Allergies
Recording Additional Administered Drug
Adding Additional Information (in General and Other Sections)
Adding Preventative Health Information
Adding Additional Information in Other
Referring Patient to Other Provider
Setting Follow Up Flags
Recording Care Plan
Mapping Illness Code(s) With All Items of Treatment Plan
Printing Order
Printing Treatment Plan
Recording Results/Orders Queue
Accessing Orders and Results From Different Sections
Placing Orders Electronically
Downloading Results Electronically
Placing Orders Manually
Recording Results Manually
Working With Unprocessed Orders
Attaching Structured Lab Results
Viewing Lab Trends
Recording Review of Results
Recording Supplementary
Prescrible Supplumentary drugs
Therapy Notes
Assessment Tools
Flowsheet
Recording Exercises
Working with Antepartum Form
Recording Patient Demographics
Recording Ob/Gyn History
Recording Medical History
Recording Genetic History
Recording Problems
Recording Physical Exam
Calculating EDD
Recording Flowsheet
Ordering Labs
Prescribing Medications and Adding Allergies
Recording Plan / Counseling
Recording Postpartum
Ending Pregnancy Record
Generating Antepartum Report
Recording Procedures
Custom Template
Billing
Copay & Payment Collection
Linking A Patient Copay
Collecting a Patient Copay
Printing Receipt of Copay
Voiding a Copay Receipt
Collecting/Posting a Patient Payment
Super Bill Management
Creating a New Super Bill
Editing a Super Bill
Adding CPT Codes To The Super Bill
Adding CPT Macros To the Super Bill
Adding Modifier Codes to the Super Bill
Adding Diagnosis Codes to the Super Bill
Deleting a Super Bill
Printing Super Bills
Claim Issue Log
Claims
Create Claims
Claim Status
Patient Information
Additional Claim Information
UB04: Additional Claim Information
Line Item Details
Validating & Scrubbing a Claim
Saving & Generating a Claim
Adding an NDC
Printing Workers Compensation Board (WCB) Forms
Creating Claims from the Super Bill
Importing Services from the Super Bill
Integration Screen Functionality
Importing Services
Arranging CPT, Modifier, and Diagnosis Code Sequence in Superbill Integration
Filling in Create Claims Details
Saving & Generating
Claims Processing
Transmitting Batch Claims
Scrubbing Claims
Printing Batch Claims
Submitting Batch Claims
Transmitting Paper Claims
Claim Editing & Rebilling
Editing an Unsubmitted Claim
Working Rejected Claims & Rebilling
Batch Rebill
Resubmission
Printing Insurance Appeal Letters
Batch Payments
Creating a New Batch
Adding EOBs to Batch
Adding Claims to EOBs
Searching for a Batch
ERAs
Viewing ERAs
Printing an ERA
Posting Payments from ERAs
Printing Claims Individually
Payment Posting
Search Claim
Payments Screen Functionality
Modifying Payments
Deleting Payments
Manually Posting Payments
Quick Post
Unapplied Credits
Transferring a Payment
Writing-Off a Balance
Refunding a Payment
Recouping a Payment
Posting Negative Payments for Manual Payments
Writing-Off Multiple Balances
Printing a Payment
Transferring Patient Unapplied Credit
Payment Receipt
Collecting Patient Payment
Searching for Receipts
Faxing Receipts
Editing Receipts
Voiding Receipts
Patient Statements
Searching Patient Statements
Patient Statement Functionality
Faxing Patient Statements
Printing Patient Statements
Transmitting Patient Statements
Fee Schedules
Fee Schedule Functionality
Searching for a Fee Schedule
Adding Individual CPT in Fee Schedules
Adding Multiple Fee Schedules
Deactivating a Fee Schedule
Editing a Fee Schedule
Payer-Specific Fee Schedules
Online Payment Log
Reports
Scheduler Reports
Appointments
Patient Reports
Patient List
Advanced Patient List
Financial Summary
C-CDA
Utilization Reports
Encounter Report
Diagnosis Utilization Report
Procedure Utilization
NDC Utilization
Pending Services
Immunization Due Letter
Immunization Registry
Health Maintenance Report
Patient List Based on Diagnosis
Patient List Based on Drug
Patient Medication
Patient Visits
Clinical Quality Measure Reports
Generating QRDA III
Quality Reports
Custom Clinical Report
MU Measures
Alert
Vitals Report
Referral Letter
Sticky Note Report
Vaccine Report
Vaccine Balance Report
Vaccine Administration Report
Drug Administered Report
Care Plan Report
Financial Reports
A/R Detail Reports
A/R Summary Reports
A/R Follow Up Reports
Aging Reports
Aging Report
Procedure Aging Report
Payer Reports
Financial by Insurance Company Report
Projected Charges Report
Reconciliation Reports
Daily Charges Report
Daily Payments Report
Daily Payments Report
Patient Payment Deposit Slip
Insurance Payment Deposit Slip
Daily Reconciliation Report
Bank Deposit Summary Report
Detailed Payment Report
Co Payment Report
Outstanding Balance Reports
Unapplied Credit Report
Write-Off Report
Denial Analysis Report
Rejection Analysis Report
Deposit Slip Report
Billing Reports
Claim Submission Report
Authorization Report
Void Report
Production Summary Report
Pending Charges Report
Audit Reports
Audit Log
Event Log
Providers Accessed Today
Administration
Practice Management
Updating Practice Details and Contact Details
Practice Default Settings
View Patient across facilities
Meaningful Use & Clinical Quality Measures Settings
Patient Portal Settings
InTouch Secure Messaging Settings
eSignature Pad Settings
Time Card Settings
Access Settings
Security Settings
Card Scanner Settings
Appointment Reminder Configuration Settings
Configuring Phone and Voice Reminder Setup
Configuring Email Reminder Setup
Configuring Text Reminder Setup
Facility Management
Adding a New Facility
Editing a Facility
Deactivating a Facility
Reactivating a Facility
Mapping a Facility
Resource Management
Adding a New User
Payer Rules
Mapping Insurances to Providers
Editing a User
Viewing Privileges
Patient Record Access
Deactivating a User
Reactivating a User
User Management
Adding a new Staff User
Editing a Staff User
Inactivating a Staff User
Editing a Provider
Inactivating a Provider
Insurance Management
Adding a New Payer ID
Searching for a Payer ID
Configuring a Referral Number
CPT
Configuring Physician Favorite CPT Codes List
Configuring Practice Favorite CPT Codes List
Configuring CPT Macros
Clinical
Configuring Symptoms, Findings, and Encounter Types
Master Maintenance
ICD-9 and ICD-10
Configuring Practice Favorite ICD-10 Codes List
Configuring Provider Favorite ICD-10 Codes List
Configuring Provider and Practice Favorite ICD-9 Codes Lists
Configuring ICD-10 Illness Category List
Configuring ICD-9 Illness Category List
Configuring Patient Category, Review Result Type, Relationship, Illness Status, and To Do Subject
Roles/Permissions
Assigning Modules
Managing Privileges
Adding a New Role
Editing a Role
Privacy Settings
Chart / Encounter Restrict Access
Patient Restrict Access
Financial Year/Period
Configuring Financial Year/Period
Charting Elements
Renaming Charting Elements
Scheduler Setup
Creating a New Scheduler Profile
Adding New Visit Status
Adding New Visit / Encounter Types
Mapping Multiple Visit Types with Multiple Schedulers
Managing User Rights
Setting Unavailability
Configuring Encounter Type
Merging Visit/Encounter Type
Configuring Charting Sequence
Adding New Charting Sequence
Flowsheet Configuration
Illness Configuration
Configure CC/HPI/ROS
Configuring Quick List
Configuring Provider Favorite ROS and Chief Complaint
Physical Exam
Configuring Physician Favorite Findings List
Configuring Quick List
Arranging Body System Sequence in Complete List and Quick List
Configuring Practice Findings List
Configuring Table Library
Configuring Header
Treatment Plan
Creating a New Order Set
Configuring Template for Care Plan
Customized Preferences
Configuring Macros
Configuring Lab Orders
Configuring Therapy
Configuring Activity
Configuring General Section
Configuring Radiology Orders
Configuring Diet
Configuring Visit & Procedure Codes
Configuring Special Studies Tests
Configuring Preventative Health
Configuring Other Section
Configuring Care Plan
Health Maintenance
Configuring Health Maintenance Tests
Immunization
Configuring Immunization for Pediatric Patients
Configuring Lot Management
Managing Vaccine Inventory Details
Configuring Immunization for Adult Patients
History
Configuring History
Configuring Social History Elements
Configuring Consumption Details
Configuring Favorite Illness
Configuring Favorite Procedures
Configure Customized Preferences for History
Procedure
Configuring Procedure Templates
Search Procedure Templates
Encounter Note & Letters
Configuring Encounter Note Template
Configuring Delimited & Descriptive Template
Configuring Consultation Letter Template
Configuring Referral Letter Template
Configuring Lab Letter Format
Configuring Treatment Plan Letter Template
Document Manager
Configuring File Extensions
Dynamic Forms
E&M Calculator
Configuring Encounter Type
Configuring CPT Weightage
Configuring Diagnosis Weightage
Configuring Risk Levels
Configuring MDM Levels
Co-Signature
Configuring Co-Signature Reasons
Direct E-Mail User Management
Configuring Direct E-Mail Users
Lab Order
Configuring Tests
Lab Result
Configuring Result Parameters
Vital
Configuring Vital Parameters
Configuring Vitals List / Grid
Clinical Decision Support System
Configuring Interventions (Alerts)
Reason Master
Configuring Reason Values
Supplementary Drug
Configuring Drug Details
Fax
Configuring Fax
Fax/Direct E-mail Address Book
Configuring Direct E-mail Address Book
Importing Fax Numbers
Configuring Patient Demographics
Advance Patinet List Report Configuration
To Do Configuration
Room / Bed Configuration
Sticky Note Configuration
Form Builder
Configuring Templates for Custom Clinical Forms
Anatomical Drawing
Uploading Anatomical Drawings
Patient Portal Forms
Uploading Patient Portal Forms
Notification
Adding Notifications
Dashboard
Configuring Dashboard [Practice Administrator]
Configuring Dashboard [User Level]
Payer Category
Sliding Fee Scale
Configure Claim Search
Tools
Encrypt/Decrypt Message
Encrypting a Message or Text File
Decrypting a Message or Text File
My Time Card
Viewing Time Card/Adding Comments to Time Card Entries
Time Card Manager
Updating Time Card Entries
Meaningful Use
Meaningful Use Stage-1
Generating MU Stage-1 Report
Generating MU Stage-1 Report as per Old CMS Criteria
MU Stage-1 Exclusions for Specific Specialties
Fulfilling Numerator and Denominator criteria for MU Stage- 1
Core 1: Computerized Provider Order Entry (CPOE)
Core 2: Implement Drug- Drug and Drug- Allergy Interaction Checks
Core 3: Maintain an up-to-date problem list of current and active Diagnoses
Core 4: E-Prescribing (eRx)
Core 5: Maintain Active Medication List
Core 6: Maintain Active Allergy List
Core 7: Record Demographics
Core 8: Record and Chart changes in Vital Signs
Core 9: Record Smoking Status for patients 13 years or older
Core 11: Implement One Clinical Decision Support Rule Relevant to Specialty or High Clinical Priority along with the Ability to Track Compliance to that Rule
Core 12: Provide Patients with Timely Electronic Access to their Health Information
Core 13: Provide clinical summaries for patients for each office visit
Core 15: Protect Health Information
Menu Set 1: Capability to submit Electronic data to Immunization registries
Menu Set 2: Capability to submit Electronic Syndromic Surveillance data to public health agencies
Menu Set 3: Implement Drug Formulary checks
Menu Set 4: Incorporate clinical lab test results as Structured data
Menu Set 5: Generate lists of patients based on specific condition to use for quality improvement, reduction of disparities, research or outreach
Menu Set 6: Send reminders to patients per patient preference for preventive/follow up care
Menu Set 7: Use certified EHR Technology to identify patient- specific education resources and provide to patient, if appropriate
Menu Set 8: Medication Reconciliation
Menu Set 9: Summary of Care records for each transition of Care/Referrals
Fulfilling Numerator and Denominator criteria for MU Stage- 1 as per Old CMS Criteria
Core 10: Report Ambulatory Clinical Quality Measures to CMS
Core 12: Provide Patients with an Electronic Copy of their Health Information, Upon Request
Core 14: Capability to exchange key clinical Information among providers of care and patient authorized entities electronically
Menu Set 7: Provide Patients with Timely Electronic Access to their Health Information
Meaningful Use Stage-2
Generating Meaningful Use Stage-2 Report
MU-2 Exclusions for Specific Specialties
Fulfilling Numerator and Denominator criteria for MU Stage- 2
Core 1a: CPOE for medication orders
Core 1b: CPOE for radiology orders
Core 1c: CPOE for lab orders
Core 2: E-Prescribing (eRx)
Core 3: Record Demographics
Core 4: Record and chart changes in vital signs
Core 5: Record smoking status for patients 13 years or older
Core 6: Use clinical decision support to improve performance on high-priority health conditions
Core 7a: Patient electronic access - Patient Portal access.
Core 7b: Patient electronic access - view, download, or transmit
Core 8: Provide clinical summaries for patients for each office visit
Core 9: Protect Electronic Health info
Core 10: Incorporate clinical lab test results as a structured data
Core 11: Generate lists of patients by specific conditions to use for quality improvement, reduction of disparities, research, or outreach
Core 12: Use clinically relevant information to identify patients who should receive reminders for preventive/follow-up care and send these patients the reminders, per patient preference
Core 13: Use clinically relevant information from Certified EHR Technology to identify patient-specific education resources and provide those resources to the patient
Core 14: Medication Reconciliation
Core 15a: Provide summary of care record to patient for each transitions of care and referrals
Core 15b: Transmit summary of care record for each transitions of care and referrals
Core 16: Immunization Registries Data Submission
Core 17: Use Secure Electronic Messaging
Menu Set 1: Syndromic Surveillance data submission
Menu Set 2: Record electronic notes in patient records
Menu Set 3: Imaging Results
Menu Set 4: Record Family health history
Menu Set 5: Report Cancer Case
Menu Set 6: Report Specific Case
Meaningful Use Reminders
Showing MU Reminders in Charting (and During Ending Encounter)
Showing MU Reminders at Page Level
Document Manager
Directories
Adding New Folders
Adding Subfolders
Renaming Folders
Assigning User Permission
Adding a File
Searching for a File
Faxing a File
Renaming a File
Deleting a File
Printing a File
Medical Transcription
Editing New MT Files
Mapping and Importing Unmapped Files
Reimporting Succeeded Files
Patient Care Records
Uploading CCD, C-CDA, and CCR Documents
RCM
Resource Center
InSync PM/EMR Documentation
Webinars and Announcements
Our Services
Contact Details
FAQs
InSync EMR FAQs
InSync PM FAQs
Troubleshooting Guides
InSync PM Troubleshooting Guide
Billing Queries and Resolutions
Claim Rejection Errors and Resolutions
Quick Reference Guides
MU Stage-1 Quick Reference Guide
MU Stage-2 Quick Reference Guide
Modified MU Stage-2 Quick Reference Guide
How Tos
How To Add New Patient
How To Quick Register Patient
Approving/Declining Patient's Registration Request
How To Add Patient History
How To Search Patient Appointments
How to Reschedule Appointment
How To Locate Patient
How To Work With Patient Appointment Reminder Feature
Configuring Patient Appointment Reminder Feature
Sending A Reminder To Patients
Sending A Customized Message To Patients
Viewing Patient Appointment Reminder Status
Filtering Appointments Based on The Reminder Status
Generating Appointment Reminders Report
Exempting Patient From The Appointment Reminder Feature
Key Points to Know When Working with Patient Appointment Reminder Feature
Best Practices To Follow When Working with Patient Appointment Reminder
How To Book Recurrent Appointments
How To Book an Appointment
How To Block Time Slots
How To Block Scheduler for Specific Time Slot
How To Work With Direct E-mail (Meaningful Use)
How To Activate and Add a Payer
How To Submit a Claim by New Charge
How To Link Patient with Existing Family
How To Configure PM Dashboard (User Level)
How To Configure Insurance Eligibility Service Type At Practice Level
How To Change Insurance Eligibility Service Type
How To Configure CPT Macros
How To Add CPT Codes Using CPT Macros
How To Assign Patient Portal Access
How To Mark Patient As Deceased
How To Merge Patients
How To Search Provider’s Availability
Working with Customized Patient Forms
How To Record Chief Complaints
How To Record Problems
How To Configure Vital Elements
How To Record Vitals in Charting
How To Record Review of Systems (ROS)
How To Record Patient History
How To Configure History