Customize the Practice
- Send Options
- Daily Note
- Progress Note
- Eval
- Discharge
- Flex Field
- Experience/Flowsheet
- Today
- Visit Slip
- Initiatives
- Billing
- Charges
- Schedule
- Other
- Optional - this will show the box, but not make it a required field to approve the documentation
- Hidden - this will make the box unavailable to use in the documentations
- Required - this will show the box and make it a mandatory field that must be completed before approving the note
- Here you will set-up when you want the system to alert you are close to low authorized visit, POC expiration date, or upcoming MD visits.
- This customization applies to the schedule today tab.
- Here you will determine if you want the charge details of the visit in the patient receipt
- You will type what you want your patient to know about in their visit receipts.
- Rebill Claim Status - Default status when a claim is re-opened.
- Billing Auto Post - If checked, the insurance payments will auto post. If unchecked, there will be a button inside insurance payment to auto post or you can manually post
- Synch Encounter w Appt - If checked changes made in the encounter will update the Therapists Billing. If No, changes made will not.
- General Page - Slot Count Method
Count Slots - will count empty slots on the schedule to get the maximum (goal) for the Visit and Eval Graphs.
Evals - Will count based on the Eval flag being turned on for a given slot type
Visits - Will count empty Slots
Exclusions - Both will Exclude Slot Types from the counts where "Exclude Dashboard" is turned On for that Slot Type
Fixed Amount - Will use the "Productivity Slots" and "Eval Goal" options under each location
- Show only Teams for Location
If On - Will refresh the team list to show resources that are in the corresponding selected Location. These are set under Schedule -> Resources. Schedule still restricts slots based on the selected location.
If Off - Shows all teams and resources regardless of location. Schedule restricts slots based on the selected location.
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Prompt on CPT Minutes
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Default On CQ/CO
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CPT Note:
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Hide CPT $ Amount on Charges Screen
- CPT Time:
- Type of Bill - UB Box 4 Default
- Max Units Chg Lov
- Box 4 Filter
- Here you decide if you want your expired authorizations and plan of cares to inactivated automatically.
- Here you decide if you want experiences to be part of your evals, progress notes and discharge notes.
- Here you decide if you want CPT codes to be printed on your evals, progress notes and discharge notes.
- Here you have the option to bypass the ready for check out screen and send you directly to entering payments and checking out the patient, all on the same screen
To offer more customization settings, the Customize button makes changes on the practice level.
For these changes to take effect you will need to log-out and in to your account.
Admin Tab
In the admin tab, there is a button that allows you to customize the following:
Click "Admin" > Click "Practice" > Click "EMR" > Click "Customize"
Customize "Send Options"
Here, the "Enable Documentation E-mailing" will allow documentation such as Evals, Progress Notes, Daily Notes, etc. to be sent through email.
Customize "Daily Note"
As of our 5/29 release, HENO allows therapists to control their documentation experience by allowing them to customize the daily note view. Now, you can control which fields display and even make fields mandatory.
Specifically, you have the choice to make the fields:
Customize "Progress Note"
Here, what fields are required, optional, or hidden, and what the default option of some settings can be customized.
Customize "Today"
Customize "Visit Slip"
Customize "Experience/Flowsheet"
Here you decide if you want your experience to be printed in your daily notes and if you also want the experience details to be printed on the note.
Customize "Initiatives"
Article on Initiatives
Customize "Evaluation"
Here you disable the safety concern in an eval.
Customize "Billing"
Customize " Schedule"
Prompt on Exp. chart when scheduling
Will prompt when scheduling if scheduled visits exceed the POC Max visits or, date is past the POC expired date. **Users with the override privilege can still schedule**
Customize "Charges"
Prompts when entering/editing timing on CPT codes if the # of units is out of sync with the time entered using the rule of 8's.
If On when a PTA/COTA is scheduled with a patient the assistant modifier will default to On for that visit. Taxonomy code must be set under Admin -> Users -> Taxonomy .
If Yes will allow a note next to the CPT line which will then be printed out next to the CPT code.
If set to Yes will print the unit time next to the corresponding CPT code
Will default to this value on the charges screen - Box 4 - Type of Bill - Loop 2300 CLM05-1,CLM05-3
Highest # of units that will show on the drop down units list when entering charges
Only shows certain codes in this box on the charges screen
Customize "Others"