Q: How to delete an encounter from Facesheet?
A: Search for the patient, for whom you want to delete an encounter, by clicking the Patient Search icon on the top of the screen or by selecting Patients from the left menu items. Click Facesheet corresponding to the patient name. On the Facesheet screen, expand the Show Encounter(s) panel. Click the Delete icon
corresponding to the encounter you want delete. Enter the details in the Comment field, valid EPIN, and click Delete. Only the Provider or Provider can delete an encounter.
Q: How to enable clock-in and clock-out for users?
A: Log in to the application through Provider or Administrator credentials. From the left menu items, click Administration and select Practice, or click the Admin icon on the top of the screen. In the Practice Management tab, click Practice Defaults on the bottom right corner. On the Practice Defaults screen, scroll down the screen and expand the Time card Settings section. Enable the Time Card radio button, and select the one or more users from the practice for whom you want to set the time card. Once the time card is set, the user will be prompted for clocking-in and clocking-out while logging in and logging out of the application.
Q: How to inactivate the user from InSync?
A: Log in to the application through Practice Administrator credentials. From the left menu items, click Administration and select Resource, or click the Admin icon on the top of the screen and select the Resources Management tab. Select the Resource Type, to inactivate, from the drop down. Click the Inactivate icon corresponding to the user you want to inactivate.
Q: How to add an addendum and co-signature for a closed encounter?
A: Search for the patient, by clicking the Patient Search icon on the top of the screen or by selecting Patients from the left menu items. Click Facesheet corresponding to the patient name. On the Facesheet screen, expand the Show Encounter(s) panel. Click the Closed Encounter icon corresponding to the encounter for which you want to add an addendum. Click the End Encounter icon
. In the Encounter Note-Addendum screen, expand the Amendment Request/Addendum section, enter relevant details and click Save to add the addendum. To add co-signature, expand the Co-Signature section and enter the provider’s valid EPIN.
Q: How to configure Consultation and Referral letter?
A: From the left menu items, click Administration and select Encounter Note & Letters. On the Encounter Note Configuration screen, select the Configuration Type, as Consultation Letter or Referral Letter, from the drop down. Enter a new Letter Type and click the Add icon. Click the Template Configuration link. Use the editor to configure the letter by typing text as well as picking up the patient-specific information from left panel. To pick the item from the left panel, double-click the item. Click Save to save the details.
Q: How to configure options for starting an encounter without booking an appointment?
A: Log in to the application through Practice Administrator credentials. From the left menu items, click Administration and select Practice, or click the Admin icon on the top of the screen. In the Practice Management tab, click Practice Defaults on the bottom right corner. On the Practice Defaults screen, select the Charting Without Scheduler check box. Click Save to save the details.
Q: How to enable or disable Meaningful Use reminder displays?
A: Log in to the application through Practice Administrator credentials. From the left menu items, click Administration and select Practice, or click the Admin icon on the top of the screen. In the Practice Management tab, click Practice Defaults on the bottom right corner. On the Practice Defaults screen, select a necessary option corresponding to the Meaningful Use Reminder Display field and click Save to save the details. The following are the options available:
• | Page – Selecting this option will display an MU reminder in the form of information icon ![]() |
• | End Encounter – Selecting this option will display the Meaningful Use Reminder panel when ending an encounter. |
• | Both – Selecting this option will display an MU reminder in the form of information icon ![]() |
• | None - Selecting this option will neither display an MU reminder in the form of information icon![]() |