How To

This page is here to answer common questions about how to use or do various things in Mobile HealthCare EHR. Mobile HealthCare EHR has built-in context sensitive help however many questions are not specific to a particular area in the app so we answer them here.

Questions

Getting Started
1. Getting Started Tutorial
3. How can a document template be edited or added?
4. How to integrate Mobile Healthcare with your Lab company
Practice Management
1. How to use the Messages and Message Template feature
2. How to use the Note Template feature for visit notes
6. How can a patient record be inactivated or deleted?
7. How to use the Reminders feature
Billing
1. How to send an invoice to the patient
2. How to create and send an insurance claim
3. How to add or remove built in fields from a form



How can a patient be inactivated or deleted?
To delete a patient open their record and press "Client Info" in the lower left corner. Then press the trash icon located in the upper right corner if you wish to delete the patient. Press the archive button next to the trash icon to inactivate the patient.


How can a document template be edited or added?
Document Templates are used to create consent forms, financial agreements and any other document you want your patients to fill out and sign. Once you login to Mobile Healthcare navigate to the Documents->Templates tab to view/add/edit templates. If you configure the template to be a Standard Document it automatically gets added to new patient records and they will be directed to sign it.

Adding a Template
Create your document in Microsoft Word, Google Docs or some other document creator and then save it as a PDF file. Then email the PDF to yourself and open that email on your iPad/iPhone, tap on the attachment and choose to open it in Mobile HealthCare EHR. Then under the Templates tab press "add template" and choose the document you just sent over.


How to send an invoice to the patient
Sending an invoice to a patient can be done easily with our patient billing feature. Open any patient record and navigate to the Tasks & Billing tab. Open the Billing side tab and then press "add entry" at the top. Press "add charge" and choose the appropriate procedure code(s). If there are any payments, tap on the "payments/adjustments" button, choose "payment type" and enter the payment amount. Then press "send invoice" to generate a professional invoice.


How to create and send an insurance claim
Mobile Healthcare EHR has the ability to submit professional and institutional claims electronically or by paper to any payer. It is free use the paper billing however there is a fee of $49/month to be able to submit claims electronically. Activate the electronic claims feature in the Settings->Account tab in the Billing section. To add a claim, open any patient record and press on the Tasks & Billing->Insurance Claims tab. Then press "add claim" in the upper right corner and choose "add professional claim" unless you are billing for facility usage in which case choose "add institutional claim". The next step is to choose the claim type of Paper or Electronic. Then choose the Payer. The Payer information is pulled from the Financial Information section in the patient's intake. Then choose your diagnoses and procedure codes. Then press "Print Claim". You will have the option to print on CMS 1500 special paper or directly onto plain paper.


How to use the Reminders feature
The Reminders feature helps you ensure nothing is forgotten with each patient record. You can create a list of items that must be marked as completed for each patient record. There are also visual queues in the patient list that help you see at a glance which charts have an outstanding required reminder.

The Tasks feature is also a powerful tool that can be used for similar purposes. The benefit of the reminders feature is that it is a predefined list of items that must be completed or reviewed for every chart. The Task feature on the other hand is valuable for assigning key tasks to a user in the practice to be completed by a certain date. Please watch our Tasks tutorial for more information.


How to integrate Mobile Healthcare with your Lab company
Mobile Healthcare EHR integrates with hundreds lab companies in the U.S. and abroad including Quest, LabCorp, GenPath, BioReference, CPL, Interpath, RML, MDL, PAML, ACL, PathGroup, Dortivech, Healthscope, ABC Lab and others. To integrate your Mobile Healthcare account with your lab company contact your lab and let them know you want them to start sending results to your Mobile Healthcare EHR account.

Lab integration shaves hours a week off your work load and improves the data integrity of your records by reducing human error. Never get caught again sending records without having your lab records attached to your patient record. Once you are integrated with your lab company, lab results will automatically be attached under the appropriate patient record as they are completed. Both the discrete values of all the lab observations will be entered under the patient's labs tab and the original PDF document will be attached also. Values that are out of range will be highlighted in red and also appear under the Core Information box at the top of every screen.

When lab results are received, an email notification will be sent to you. If a lab could not be matched to an existing patient then a warning message will appear on the Mobile Healthcare home screen. To assign these unmatched lab results, open a patient record and press on the cloud button located at the top of the screen under the Labs tab. A list of unmatched labs will appear with the name of the patient, date, and the type of lab order. Touch on the lab to attach it to the current patient record you are in.


How patients can fill out health history and sign consent forms prior to first visit
The Mobile Healthcare patient portal enables your patients to create or login to an existing patient record. After creating a Mobile Healthcare account, you will receive a patient portal email that you can forward to new patients as you get them. Alternatively you can put the patient portal link on your website. The patient portal email can also be generated by going under the Settings->Account tab in Mobile Healthcare. From there, press on the "email patient access URL" button. This will launch the Mail app on your iPad/iPhone with a new email that has the body populated with your unique patient portal URL and detailed instructions and troubleshooting tips for your patient.

Your patient can access the patient portal from any device to fill out their health history and sign your document templates.

Once your patient has completed their record they will click "press here when finished" and a notification email will be sent to you. You can then login to Mobile Healthcare on your iPad and view the record. A welcome email will also be sent to you and the patient with their user name and temporary password that they can use to log back into their record anytime to make changes.

If a record already exists for the patient that you may have created during their interview or first visit you can instead have them fill out their information in that record instead of creating a new one. To do this, open the patient record and press on the "Send Patient Access" button located on the same menu as the Print/Email buttons. This will send the patient an invitation email to login to their existing record to finish filling out the information.


Messages and Message Templates
Messages and Message templates will help you communicate with your patients. Navigate to a patient's Visit->Messages tab and press add message on the toolbar. You can then type a message or choose from a Message Template. Once you press Send an email will be sent to the patient. When the patient responds to the email it will show up in the Messages tab and also be emailed to you. You can reply again through the Messages tab or by your email. This HIPAA secure method of communicating with your patients also supports PDF attachments so you can share handouts and learning materials with your patients.


How to use the Note Template feature for visit notes
Use the Note Template feature to quickly type long notes. Type zzz in any comments field in Mobile Healthcare and the Note Templates will appear. Once you choose a note template it will populate int he comments field. To create a Note Template navigate to the Settings->Note Templates tab. Choose from many different auto-populate options such as patient name, DOB, medications and so on. Type three underscores to create a blank placeholder that you can tab to and fill out.


How to add or remove built in fields from a form
The Customize Form feature lets you add or remove fields from any form in Mobile HealthCare. Navigate to the Settings->Customize forms tab and then use the add field, remove field or change field options ont he toolbar to modify a field anywhere.