Getting Started

Set up your Personal & Facility
Info
User and Billing Setup
Manage your Service Codes
Patient Portal Configuration
Create and Customise
Templates
Add Patients and Schedule
their appointments
Set your available office hours
Set Up User Permissions
Add manual lab & its
configuration details for
lab orders
Setup Payment Gateway
integration
Setup your Clearance house
Setup Notification Integration
Setting
Create your H2H Digital To
Account
Set up insurance carrier
Submit your first insurance
claim
Receive your first payment from
patient payment
Process your EOB & ERA payments
Input patient’s insurance details
for claims
Complete all of patient demographics
details
Add the cards in the patient
Check Eligibility Verification for
Patients

Setting up your Account

Go to Settings > Account Settings > My Profile menu to fill out the set up details to up and run your application.

By doing so you can:

Manage your personal information and credentials
Set or update details related to your clinic or practice facility.

Provider Profile

As some of the details are auto populated from sign up, enter the following details in Personal tab to set your profile

Enter your Fax number
Click Save and continue with the Clinical information

Clinical Info

To enter your Clinical information, Click on the Clinical tab.

Enter your Clinical info

Enter License Type
Enter License #
Enter License Expiry Date
Enter License State
Enter NPI Number
Enter Taxonomy Code
Click Save Information to save Clinical information

Setup New Facility information

Go to Facility Information menu
Enter License #
Click here to Add you Facility information

Setup your Facility information

For Basic tab

Enter Facility Name
Enter Address, State, City, Pincode
Enter Office Phone

Setup your Facility information

For Basic tab

Select Place of Service
Enter Facility NPI number
Enter Billing NPI number
Enter Billing Tax ID
And click Save to save Facility Information

Set up your Team Members

Go to Settings > User & Billing menu to add providers and staff that are required for your facility & configure Stripe key for payments.

By doing so you can:

Create & Manage your provider and staff personnel
Assign roles & permissions based on the users
Set up your Stripe credentials key and clearinghouse configuration.

Add your Providers

Go to Users menu
In Providers tab, Click here to Add your Providers

Add your Providers

Fill out the required mandatory details
To finish saving your provider, Click Save.

Add your Staffs

In Staff tab, Click here to Add your Staffs

Add your Staff

Fill out the required mandatory details
To finish saving your staff, Click Save.

Configure Your Billing

Go to Settings > Billing menu to set up your Billing details for payment processing.

By doing so you can:

Set up online payment and billing system using Stripe integration
Add or manage connections with insurance payers through clearinghouses

Billing Settings

Set the Billing Currency for which you are going to use in application
Enter your Stripe Publishable & Secret key to link patient payment to to your card
Click Save to save billing information.

Add New Clearinghouse Partner

Fill out the required mandatory details
To Save & Configure your clearinghouse, Click Save.

Configure Your Billing

Go to Settings > Services menu to set up your Services codes for using procedures during appointments.

By doing so you can:

Diagnose patients with ICD10 codes
Add Procedures codes for the services provided during appointment
Receive payment for the set service codes.

Manage Service Codes

Go to Billing & Services > Services menu to create and manage service codes based on ICD, CPT, HCPCS and Other codes.

In CPT tab,

We have list of 20 default codes
To add other CPT codes, Click Add Code here

Add CPT code

Code Type is set as default
Enter Code, Fee & Code Description
Click Save to list the code in table.

Manage Service Codes

To add other service codes, click on the ICD tab.

In ICD tab,

We have list of 20 default codes
To add other ICD10 codes, Click Add Code here

Add ICD code

Code Type is set as default
Enter Code, & Code Description
Click Save to list the code in table.

Manage Service Codes

To add other service codes, click on the HCPCS tab.

In HCPCS tab,

We have list of 5 default codes
To add other HCPCS codes, Click Add Code here

Add HCPCS code

Code Type is set as default
Enter Code, Fee & Code Description
Enter Billing NPI number
Click Save to list the code in table.

Manage Service Codes

To add other service codes, click on the CVX Immunization tab.

In CVX Immunization tab,

We have list of 5 default codes
To add other CVX Immunization codes, Click Add Code here

Add CVX Immunization code

Code Type is set as default
Enter Code, & Code Description
Click Save to list the code in table.

Manage Service Codes

To add other service codes, click on the Other Service tab.

In Other Service tab,

We have no default codes
To add new Other Service codes, Click Add Code here

Add Other Code Types

By default the list be empty
Enter Code Types other than CPT, ICD, HCPCS, CVX Immunizations to be added
Enter Code, Fee & Code Description
Click Save to list the code in table.

Enabling Patient Portal

Go to Settings > Scheduling > Patient portal settings menu to enable patient portal so that the patients can receive mail for patient portal when enabled.

By doing so you can:

Give patients access to your clinic’s portal for self-service
Let patients request appointments online
Control how far or close by time appointment can be scheduled by patients
Review demographics & documents

Enabling Patient Portal

In Settings tab,

Click on Enable Patient Portal toggle if the toggle was not enabled
Enable Online Appointment Request toggle do that patient can schedule appointment from patient portal
Set up limit on from when can the patient schedule appointment by selecting from the drop-down.

Patient Portal Email

To set up the email content which the patients receive when enabling patient portal, Click Email tab

Patient Portal Email

Click on Edit button, opens a popup and set your email template
Click Save to save the email template.

Review Patient Activities

To review and approve the changes done by patient in the patient portal, Click Patient Activities tab.

Review Patient Activities

In Patient Activities tab

Select any gray highlighted list to review the updates done by the patient
The updates are categorised as:
1. Changes on demographics
2. Uploaded new Documents
3. Signed Content forms.

Prepare Your Clinical Templates

Go to Administration > Templates menu to create and assign note templates based on your Specialty and category

By doing so you can:

Store and manage reusable documentation templates
Create custom templates to match your documentation needs
Quickly send specific templates to patient to be filled by them.

Filter Your Templates

Initially every templates will be listed here
To get your preferred template, filter the templates based on Name, Speciality, Category and Click Search.

Encounter Type Templates

Based on the filter you can view the Encounter type templates.
In Encounter templates card, it has option to:
1. Preview template
2. Download template
3. Edit template

Intake Type Templates

Based on the filter you can view the Intake type templates.
In Intake templates card, it has option to:
1. Preview template
2. Download template
3. Edit template
4. Checkbox to send the template to patient portal

Add New Template

To add a new template, Click on Add New Template.

Add New Template

In the editor popup, set the Speciality and Category that the template is gonna be saved under.
Type your template content in the editor canvas and Click Save to save your template.

Forms Sent to Patients

To view templates sent to the patient portal of the patients, click on Forms sent to Patients tab.

Forms Sent to Patients

In Forms sent to patient tab, you can view the templates sent to the patient portal
You can again send it to some other patient, plus you can:
1. Preview template
2. Download template
3. Edit template
4. Delete template

Patient Engagement

Go to Patient > Patient list menu to create & access all of your patient details from the patients list.

Create your first patient

Click here to Create a New client.

Create your first patient

Enter First & Last Name
Select Provider
To finish saving your patients click “Save” or to further fill their details click “Save & Fill more details”.

Scheduling Appointment

Go to Schedule > Calendar menu to schedule different appointment types like Telehealth & Walk-in to all patients.

Further steps includes adding vitals, services, billing & clinical notes.

Schedule your first appointment

Click Create > Create Appointment to schedule a new appointment
Or Click any time slots from the calendar to schedule an apppointment

Schedule your first appointment

Select Patient
Select Type of Appointment
Select Appointment Profile
Select Facility
Select Specialty
Select Provider (based on Specialty)
Select Appointment Status
Select Exam Room
Click Save to save your appointment

Thank you taking your time to finish the setup. With this your initial account setup is complete.

Setting Provider Availability

Go to Schedule > Provider Availability menu to set provider’s availability based on the different categories.

Setting Provider Availability

Enable Provider Availability first to add availabilities of the providers.

Setting Provider Availability

After enabling, click on the “Add Provider Availability” button.

Setting Provider Availability

Select Facility which the provider belong to
Select Provider
Select Date & Time for which the availability is to be set upon.

Setting Provider Availability

After selecting & entering all the details, select a category among “Telehealth”, “Unavailable” to set your availability.

Setting Provider Availability

The added provider availability of the providers will be listed here based on the categories.

Setting up User Permission

Go to Settings > Account Settings > Roles & Permission menu to add new roles and set permission to them.

Setting up User Permission

In the Roles tab, default roles will already will be listed here
To add a new role, click on the “Add Role” button

Setting up User Permission

Enter the Name & Description of the role which you want to be add.

Setting up User Permission

After entering the Role Name & Description, select the Modules check boxes to enable permission to the user
Based on the role you want to assign enable or disable the toggle switch of the permission to control the access
Click “Save” button to save the role and its permission.

Setting up User Permission

The newly added role will be listed here which you can “Edit” and “Delete”.

Configuring Lab for Orders

Go to Settings > Billing & Services > Lab menu to configure labs in order to order variety of lab orders to different labs.

Add your New Labs

Click “Add New” to add & configure a new lab into your system

Add your New Labs

In Lab Information tab, enter the basic information of the lab like:
1. Organisation name
2. Phone
3. Email
4. UPIN
5. NPI
6. TIN
7. Taxonomy, and other details
Click the Continue button, to proceed filling out the Lab Configuration details.

Add your New Labs

In Lab Configuration tab, enter the details for configuring the lab like:
1. Enable Active
2. Sender IDs
3. Receiver IDs
4. Login, and other details.
Click the Save button, to save and configure the added lab to the application.

Configure Your Billing

Go to Settings > Billing menu to set up your Billing details for payment processing.

By doing so you can:

Set up online payment and billing system using Stripe integration

Billing Settings

Set the Billing Currency for which you are going to use in application
Enter your Stripe Publishable & Secret key to link patient payment to to your card.
Click Save to save billing information.

Configure Your Billing

Go to Settings > Billing menu to set up your Billing details for payment processing.

By doing so you can:

Add or manage connections with insurance payers through clearinghouses

Configure Your Clearinghouse

To add and configure your clearinghouse partner, Click Add New Partner in Insurance Settings

Add New Clearinghouse Partner

Fill out the required mandatory details
To Save & Configure your clearinghouse, Click Save.

Setting up Notification Settings

Go to Settings > Scheduling > Notification Settings menu to set up your credentials to send notifications.

Setting up Notification Settings

To send notification to patients on various scenario, by email, sms & voice, select your preferred vendor
Select Twillo (or) Ringcentral to configure their details
Based on the vendor selected fill out the necessary configuration details to integrate it with the application.

Create your eRx Account

Go to Settings > Administration > eRx Settings menu to create your Digital Rx account to use e-prescription.

Create your eRx Account

To create a Digital Rx account for e-prescription, Click “Create Account” button.

Create your eRx Account

In the eRx Enrolment Application, enter every mandatory required details to create an account and configure with the H2H Digital Rx.

Create your eRx Account

After creating an account & getting accepted, you can use e-prescription by enabling Diigtal Rx Service.

Add Insurance Payers

Go to Settings > Billing > Payer Search menu to add insurance payers that are associated with the patients.

Add Insurance Payers

To add insurance payer, Click “New Payer” button.

Add Insurance Payers

In add new payer popup, enter all mandatory information
Click Save to the save insurance payer.

Submitting Insurance Claim

Go to Billing > Insurance Claim menu to generate and submit insurance claim to the clearinghouse and insurance payer.

Submitting Insurance Claim

Click on the “Dotted menu” icon to generate a insurance claim first.

Submitting Insurance Claim

Click on the “Generate Claim” option to generate a claim for the patient’s appointment
Or click on the “View Claim” option to view an already generated claim for the patient’s appointment.

Submitting Insurance Claim

Some of the insurance details related to patient, provider and the appointment gets auto populated in the claim form
To validate those details, click on the “Validate Claim” button.

Submitting Insurance Claim

When validated, invalid and missing information gets highlighted in the claim form
Correct those info and click Save to save the claim corrections.

Submitting Insurance Claim

When saving, the user gets to be asked whether to save the changes globally or claim only
Based on user preference select the option.

Submitting Insurance Claim

Now click on the “Submit” button to submit the insurance claim to the clearinghouse.

Make a Patient Payment

Go to Billing > Patient Payment menu to process or make payments based on the patients.

Make a Patient Payment

In Patients with Total Balance tab, every patients overall balance will be listed along with the option to pay them
Click “Pay” button in order make payment.

Make a Patient Payment

In the Add Payment popup, you can pay the whole balance amount or Other balance manually by switching between them
Select the mode of payment along with the date and click on Add Payment button to confirm the payment.

Make a Patient Payment

To view & make payments of the patient balance for all patients based on their every appointments, click on the “Patient Appointment Balance” tab

Make a Patient Payment

In Patients Appt Balance tab, first search the patient for whom your are going to make payment.

Make a Patient Payment

By searching the patients appointment based balance will be listed along with the option to pay them
Click “Pay” button in order make payment.

Make a Patient Payment

In this Add Payment popup, you can only pay the balance amount fully based on the appointments
Select the mode of payment along with the date and click on Add Payment button to confirm the payment.

Process EOB & ERA Payment

Go to Billing > EOB menu to process insurance payment manually.

Process EOB & ERA Payment

To process an EOB based insurance payment, click “Add New Payment” button to add payment details.

Process EOB & ERA Payment

In the New payment popup, enter the following payment details from the EOB file
1. Payment Date
2. Insurance Payer
3. Payment Method
4. Payment Number
5. Paid Amount
Click Save to save the payment details which is to be allocated to the appointments.

Process EOB & ERA Payment

The added payment details get listed in the payment list which gets used to process payments
Click on any of the added payment details from the list to process payment.

Process EOB & ERA Payment

The appointments associated with the selected payment details will get listed here
The users can now enter the payment amounts in the respective input fields to process payment
After entering all the payments, click on the “Save Payment” button to save payments

Process EOB & ERA Payment

Go to Billing > ERA menu to process insurance payment automatically.

Process EOB & ERA Payment

To process an ERA based insurance payment, click “Upload ERA” button to upload ERA files.

Process EOB & ERA Payment

Upload an ERA file either by drag & drop or select a file from the system by clicking on the Choose file button.

Process EOB & ERA Payment

The uploaded ERA file will get read and the multiple checks inside the ERA file will get listed here
To view the payments associated with checks of the ERA file, click on the “View” button

Process EOB & ERA Payment

The user can view the payments and rejections done by the payer from the preview of the check
Now to process and allocate the payments, click on the “Process ERA” button
Now the payment amount gets automatically allocated to the patients based on the appointments

Add Patients Insurance

Go to Patient > Patient List > Demographics menu to add insurance details.

By doing so you can:

Check Eligibility of the patient for coverage
Send insurance claim for the patients to the insurance payer

Add Patients Insurance

From Demographics menu, click on the Insurance tab to add the insurance details of the patient.

Add Patients Insurance

Click on the “Add Insurance info” card to add insurance info of the patient

Add Patients Insurance

Select any of the insurance type which the patient has
Enter all mandatory information along with other insurance info and upload photo
Click Save to save the insurance info, and it gets displayed in a card view

Enter Patient Demographics

Go to Patient > Patient List > Demographics menu to enter demographics details of the patients.

Complete Patients Demographics

In Patient info tab, enter all the mandatory details of the patients
Click Save, to save the patient demographics details and can be used for various purposes

Add Patients Credit Card

Go to Patient > Patient List > Bill & Insurance menu to add the credit card information of the patients.

Add Patients Credit Card

To add a credit card of the patient, click on the “Add Card” section.

Add Patients Credit Card

In the add card popup, enter details like:
1. Card Holder name
2. Card number
3. CVV
4. Expiration Date
5. Default option
Click Add card, to save the card details of the patient

Check Coverage Details

Go to Patient > Patient List > Demographics menu to check eligibility verification details of the patients.

Check Coverage Details

In the Demographics menu, click on the Eligibility Verification menu to check the insurance coverage details of the patient.

Check Coverage Details

Select the respective insurance type first to check the coverage details of the insurance.

Check Coverage Details

After selecting the insurance type, click on the “Check Eligibility” button to check the insurance eligibility of the patient.

Check Coverage Details

The verified coverage details will be listed here with detailed Insurance Information, Benefits Coverage and Contact Information.