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ClinicSource User Guide
Contents
Index
Search
Using ClinicSource
Introduction to ClinicSource
Supported EDI Gateway Companies Payer Lists
Change Password
Schedule
Schedule Overview
Timeline
Appointment Box
Create Appointment
Modify an Appointment
Appointment Option Types
Appointment Resource Types
All-Day Bar
Delete an Appointment
Filter Appointments by View
Appointment Context Window
Conflict Resolution
Calendar Export
Printing
Change Facility
Documentation
Documentation Overview
Create Evaluation
Create Plan of Care
Create Summary / DC Summary
Create Progress Note
Copy Documentation
Edit Documentation and Delete Items
Print Multiple Notes
Email Documentation
Fax Document
Dispatch Document
Sign Documentation
Physician Signature Panel
Upload Documents
Visits
Visits Overview
Visit Screen
Create New Visit
Edit Visit
Delete Visit
SOAP Notes Overview
Create SOAP Notes
Edit Soap Notes
Delete SOAP Notes
Sign SOAP Notes
Upload Documents
Patients
Patients Overview
New Patient Overview
Filter Patients
Select Patients
Add New Patient
About Documents
Upload Documents
View a Document
Delete Document
Edit or Delete a Patient Appointment
Add New Physician from Patient Screen
Payee
Payee Overview
Add Primary and Secondary Payee
Add, Edit or Delete Authorization
Billing
1500 Form Data Fields
Billing Overview
Billing Workflow
Invoice Overview
Create and Submit Invoice Automatically
Create an Invoice Manually
Create Invoice for Secondary Insurer
View Patient Invoice
Edit Invoice
Edit Treatments on Invoice
Search for an Invoice
Print Invoice or Print HCFA 1500 Form
Submit Invoices Electronically
G-Codes Overview
Configure Insurers for G-Codes
Using G-Codes
G-Codes in Billing & Treatments Tab
Email Invoice
Fax Invoice
Upload Documents
Payments
Payments Overview
Payment Screen Overview
Apply Payment
Remittance Overview
Remittances Screen Overview
Apply Remittance
Edit Remittance
Delete Remittance
Process Credit Card Payments
Process eCheck Payments
Posting a Credit Refund
Upload Documents
Accounts
Accounts Overview
Payroll
Payroll Overview
Paycheck Screen Overview
Create Paycheck
Reports
Reports Overview
Setup
Setup Overview
Insurers
Insurers Overview
Add New Insurer
Edit Insurer
Delete Insurer
Copy Default Rates
Print the HCFA 1500
Physician
Physicians Overview
Add New Physician
Edit Physician
Delete Physician
Assign Patients
Unassign Patients
Facilities
Facilities Setup Overview
Add New Facility
Edit Facility
Delete Facility
Goal Library
Goal Library Overview
Add New Goal
Edit Goal
Delete Goal
Diagnosis Codes
Diagnosis Codes Overview
View Diagnosis Code List by Discipline
ICD-10 Implementation
Add New Diagnosis Code
Edit Diagnosis Code
Delete Diagnosis Code
CPT Codes
CPT Codes Overview
Add New CPT Codes
Edit CPT Codes
Delete CPT Codes
View CPT Codes List by Discipline
Modalities
Modalities Overview
Add New Modalities
Edit Modalities
Delete Modalities
View Modalities by Discipline
Reminders
Reminders (Standard)
Reminders Overview
Creating a New Reminder
Creating Reminder Conditions
Reminders (CS Remind)
CS Remind Overview
New Widget in Therapist Dasboard
Creating a Contact List
Uploading your Business Logo
Defining Reminder Response Settings
Accessing CS Remind
Managing Templates
Creating a New Reminder
Templates
Templates Overview
Template Forms
Creating a New Form
Sharing a Form
Editing a Form
Deleting a Form
Template Components
Creating a new Component
Sharing a Component
Editing a Component
Deleting a component
Template Catalog
Users/Therapists
Users/Therapists Overview
Add New User/Therapist
New User Screen Overview
Edit User/Therapist Record
Reset Account
Set Password
Upload Signature File
Disable/Enable Account
Delete User/Therapist
User/Therapist Permissions
Google Calendar Sync
Patient Portal
Patient Portal
License Management
License Management
Reason Codes
Reason Codes
Getting Started with CSTelecare
STEP 1: REGISTERATION & LICENSE
STEP 2: SETUP CSTELECARE FOR A PROVIDER
STEP 3: SETUP CSTELECARE FOR A PATIENT
STEP 4: LAUNCH CSTELECARE SESSION
Release Notes - What's new in ClinicSource
ClinicSource Version 2.8.1
ClinicSource Version 2.9.4
ClinicSource Version 2.9.5.1
MicroTraining Videos
Microtraining Videos
Two Factor Authentication Email Setup
Gmail
Microsoft
Yahoo
Common SMTP Server and Port Settings
Internet Browser Settings
Internet Explorer Settings
Google Chrome Settings
MAC Safari Settings
iPad IOS 8.1.2 Safari Settings
iPad IOS 5 Safari Settings
iPad IOS 4 Safari Settings
Glossary
Billing Fields
CPT Code Fields
Diagnosis Code Fields
Facilities Fields
Goal Library Fields
Insurer Fields
Modalities Fields
Patient Fields
Payee Fields
Payment Fields
Payment Transactions Field
Payroll Fields
Physician Fields
Remittance Fields
SOAP Note Fields
Schedule Fields
User/Therapist Fields
Visit Field
Using ClinicSource
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