InSync PM-only users, however, are limited to forms that derive from demographic rather than patient charting.Īdditional custom forms can be built by InSync HCS Support staff, but additional charges may apply, depending upon the nature of the form. These forms can be accessed by the user by clicking the Custom Clinical Form ( ) icon, located at the top right of the Patient Demographics screen. Q: How do I create forms (e.g., Doctor’s Note for Work, School Immunization Record)?Ī: InSync comes equipped with a number of forms for the convenience of the practice, including a HIPAA-consent form, medical information release form, Workers Comp, and medical collection. Q: Can I use the Patient History section of Patient Demographics if I have purchased a PM-only license?Ī: The Patient History section will remain accessible to InSync PM users however, no additional clinical navigation is available. If a patient does not have an e-mail address on file with the practice, however, they will not be able to use the Patient Portal feature, which is currently available to InSync EMR clients only. Q: Can I save a new patient without recording his/her e-mail address?Ī: Yes, the recording of a patient’s e-mail address is not required by the system. For more information, contact InSync HCS Customer Support at (877) 246-8484. Q: Does InSync have appointment reminders?Ī: InSync HCS offers an additional appointment reminder service to InSync PM/EMR users. To find out more about any of these devices, please call (877) 246-8484 to speak to a Customer Support representative. InSync HCS also retails optical card reader (OCR) scanners, which read patient information from the insurance card and pre-populates it within the system. Q: What is a recommended brand of printer/scanner/copier that works best with the system?Ī: Due to the nature of InSync (cloud-based solution), the majority of printers, scanners, and copiers will integrate with the system without issue. How do I add his/her information?Ī: To add another user to the system (i.e., reception, billing), please contact your Practice Administrator. Q: I want to add an additional user to the system. If planning to add another provider to the practice, please contact Customer Support, as additional licensing fees may apply.
#Insync mdol software#
How do I add his/her information?Ī: The InSync software is licensed by provider. Q: I am adding another provider to the practice. If you are unsure about whether your practice is able to make the requested change without additional assistance, please contact Customer Support. However, some changes cannot be made without contacting InSync HCS Customer Support. Users will be able to perform a number of changes to the system, provided they have been granted permission within the system to do so. One staff member within every practice is designated the Practice Administrator, who can edit the permissions available to individual users. Q: Can I make changes to InSync without calling Customer Support?Ī: All permissions within InSync are configured by user type. Contact InSync HCS Customer Support at (877) 246-8484 for more information if you are unsure who your Practice Administrator is.
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One staff member within every practice is designated the Practice Administrator, who can add, edit, and delete permissions as necessary. Q: How can I limit the information that certain staff members have access to?Ī: Permissions within InSync are based on user groups and respective roles within the practice. If you do not wish to use the Master View functionality, delete the appointment from the Scheduler using the (Delete Visit) icon and click the (Book Appointment) icon to book a new appointment. When finished, click “Save” to view the appointment in the new provider’s calendar. Hover over the icon next to the appointment listing you wish to change the provider for and select “Change Provider.” Select the new provider from the Provider drop-down menu and, if necessary, select a new appointment time from that provider’s available time slots by clicking in the appropriate check box.
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Q: How do I move a patient from one Provider’s schedule to another?Ī: Open the Scheduler and select the Master View tab. Click “Edit Appointment” to save your changes. Select a new appointment time (if necessary) from that provider’s available time slots by clicking in the appropriate check box.
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Select the new appointment date (if necessary) by clicking on the blue Date link in the Calendar. This will redirect you to the “Book Appointment” screen.
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A: To reschedule a patient visit, click either the (Edit Visit) or (Reschedule Visit) icon located next to the patient appointment listing in the Scheduler.