Ad-Hoc Adding Documents to the Virtual Chart

Documents can now be added directly to a patient’s virtual chart without having to go through the documents section of Accuro. This can be done by selecting a file, dragging and dropping or copying and pasting into the virtual chart. Users can select one file or multiple files to be uploaded.

Add a File to the Virtual Chart Using the Add Button

1. Click the EMR button on the Navigation bar.
2. Click the Virtual Chart tab.
3. Click the Add button . The Upload Documents window is displayed.
   
4. Click the Add button . The File Chooser window is displayed.
   
5. Browse to the location of the file being uploaded, select the file and click Open. Multiple files can be selected using Shift+click or Ctrl+click.
6. In the Details section add as many or as few details as are required.
7. Select the Provider reviewing the document.
8. Click OK to upload the file.

Add a File to the Virtual Chart Using Drag and Drop

1. Click the EMR button on the Navigation bar.
2. Click the Virtual Chart tab.
3. Drag and Drop the file from your computer into the Virtual Chart. Multiple files can be selected using Shift+click or Ctrl+click. The Upload Documents window is displayed.
4. In the Details section add as many or as few details as are required.
5. Select the Provider reviewing the document.
6. Click OK to upload the file.

Add a File to the Virtual Chart Using Copy and Paste

1. Copy the image or text being added to the patient’s virtual chart into the clipboard.
2. Click the EMR button on the Navigation bar.
3. Click the Virtual Chart tab.
4. Click the Add button . The Upload Documents window is displayed.
5. Put the mouse into the Documents to Upload Section and press Ctrl+V (the shortcut to paste). The item is added to the documents waiting to be uploaded.
6. In the Details section add as many or as few details as are required.
7. Select the Provider reviewing the document.
8. Click OK to upload the file.

Manage Write Off and Adjust to Paid Reasons

Managing a clinic's Write Off and Adjust to Paid reasons saves having to type in a reason every time you mark a claim as Write Off or Adjust to Paid. By managing a list of commonly used reasons you also standardize comments used within this text field.

Add a New Write Off or Adjust to Paid Reason

1. Click the Claims button on the Navigation bar.
2. For the purpose of adding a Write-off or an Adjust-to-paid reason, right click on any claim and select Options from the list displayed.
3. Select Write Off or Adjust to Paid, as required. The Adjustment Reason window is displayed.
4. Click to the right of the Reason field and select Manage from the dropdown list displayed. The Adjusted Reason window is displayed.
5. Click the Add button . The Add window is displayed.
6. Type in the New Adjusted Reason and click OK.
7. Repeat steps five and six for as many reasons as need adding.
8. Click OK to save the Adjusted Reasons.
9. Click Cancel to exit the claim without affecting its status.

Edit a Write Off or Adjust to Paid Reason

1. Click the Claims button on the Navigation bar.
2. For the purpose of adding a Write-off or an Adjust-to-paid reason, right click on any claim and select Options from the list displayed.
3. Select Write Off or Adjust to Paid, as required. The Adjustment Reason window is displayed.
4. Click to the right of the Reason field and select Manage from the dropdown list displayed. The Adjusted Reason window is displayed.
5. Click to select the reason being edited and click the Edit button . The Input window is displayed.
6. Edit the reason, as required and click OK.
7. Repeat steps five and six for as many reasons as need adding.
8. Click OK to save the Adjusted Reasons.
9. Click Cancel to exit the claim without affecting its status.

Remove a Write Off or Adjust to Paid Reason

1. Click the Claims button on the Navigation bar.
2. For the purpose of adding a Write-off or an Adjust-to-paid reason, right click on any claim and select Options from the list displayed.
3. Select Write Off or Adjust to Paid, as required. The Adjustment Reason window is displayed.
4. Click to the right of the Reason field and select Manage from the dropdown list displayed. The Adjusted Reason window is displayed.
5. Click to select the reason being deleted and click the Remove button . A confirmation message is displayed.
6. Click Yes to confirm deleting the reason.
7. Click OK to exit the Adjusted Reasons window.
8. Click Cancel to exit the claim without affecting its status.