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eLearning Library

User Guides

Administrative

Administrative Setup

  • Administrative Setup Overview
  • Resource Permissions
  • Resource Restrictions
  • Provider Schedule Template
  • Non-Provider Schedule Template
  • Appointment Types
  • Reminder/Recall Setup
  • Patient Email Templates
  • Preferences
  • iSupport Settings
  • Practice Settings

Optimizing Workflow

  • Creating Exceptions
  • Patient Merge
  • Demographic Report
  • Logs
  • Single Email Tied to Multiple Patients
  • Website Customization

Front Desk

Front Desk Setup

  • Patient Email Templates
  • Preferences
  • iSupport Settings
  • Patient Portal: Create Account – Patient Handout
  • Patient Video Instructions for Telehealth

Optimizing Workflow

  • Available Time Search
  • Appointment Recall
  • Creating Exceptions
  • Patient Merge
  • Upload Document
  • Single Email Tied to Multiple Patients

Billing

Billing Setup

  • Places of Services
  • Practice Locations
  • Adding a CMS Region
  • Tax ID, NPI & CLIA Numbers
  • Patient Statements
  • Practice Charges
  • Modifier Defaults

Claims Creation

  • Claims Creation
  • Manual Claims Creation
  • Hold Queue
  • Self-Pay Claims Creation
  • View Claims

Payment Posting

  • Payment Posting Screen Navigation
  • Posting Insurance Payment
  • Applying Contractual Adjustment
  • How to Search Payment
  • How to Correct Posting
  • Daily Collection Report
  • Deposit Batch Report

Clinical

  • ICD-10 Documentation

Setup & Configuration

  • Electronic Prescriptions for Controlled Substances Instructions
  • Electronic Prescriptions for Controlled Substances Detail Document
  • WRS Client Implementation Guide
  • WRS Instructions for Tabbed EMR
  • CMS 1500 Printing Settings
  • Lab Connections

Glossary

Have questions about terms used in or to describe our electronic health record (EHR) system?

View Terms Here

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