The Administration section enables users to do necessary configurations based on which various EMR features become functional. The user can set up default settings for the practice, manage facilities, add resources and insurances, assign roles and permissions, configure scheduler setup, configure all charting elements, configure Encounter note format, consultation letter, and referral letter, and so forth.
On the left side of the InSync home screen, click the Administration tab.
Quick Summary of Administration
The Administration tab is categorized in following sections: Setup, Security, and Configuration. Here is a quick summary of what each subsection does. Later in the manual, each setting is precisely described.
Practice: Enables the user to:
| • | Update practice details and contact details (business address and mailing address) |
| • | Configure the practice’s default settings |
| • | Configure Meaningful Use settings |
| • | Configure Patient Portal settings |
| • | Configure InTouch Secure Messaging settings |
| • | Configure Electronic Signature Pad settings |
| • | Configure Appointment Reminder settings |
| • | Configure Security settings |
| • | Configure Access settings |
| • | Configure Time Card settings |
Facility: Enables the user to:
| • | Add and update facility details and contact details (business address and mailing address) |
Resource: Enables the user to:
| • | Add the resource types (e.g., staff, equipment, space, referring provider, PCP, Other, Supervising Provider, Attending Provider, Ordering Provider and User Group) except Provider and Assistant (which can be done only by the INSYNC Support Team) |
| • | Add and update the resource type details and contact details |
| • | Update the identification numbers such as SSN, UPIN, Tax ID, Medical License, NPI Code, and DEA |
| • | Choose the specialties and facilities the user can work with |
| • | Choose the To Do groups the user can be a part of |
| • | View the privileges on different modules as a quick reference |
| • | Provide digital signing access after capturing a user’s electronic signature for Providers and Assistants |
| • | Copy access rights on the documents of Document Manager folders from any of the existing users (to avoid reentry) |
User: Enables the user to:
| • | Add a staff user that includes user creation, role and facility assignment, username and password generation, scheduler setup, folder access, time card permission, access control, and direct e-mail mapping. |
| • | Update staff user and existing provider details |
Insurance: Enables the user to:
| • | Add new insurance and manage insurance details |
| • | Manage practice-level fee schedule |
CPT: Enables the user to view the master list of all the CPT codes and allows configuring Provider and practice favorite list of CPT codes
Social History: Enables the user to add or update the social history elements (e.g., Exercise, Lifestyles), its master values, and consumption details
Clinical: Enables the user to:
| • | Add or update the symptom body systems (e.g., HEENT, Skin, Cardiovascular) that are used further in ROS configuration |
| • | Add or update the finding body systems (e.g., Abdomen, Back, Respiratory) that are used further in the Physical Exam configuration |
| • | Add or update the encounter type (e.g., New Patient Office Visit, Consultation, Office Procedure) that appears in the drop-down list when starting an encounter |
ICD-9 or ICD-10: Based on the configuration, the caption is displayed as ICD-9 or ICD-10. Enables the user to view a master list of all the ICD codes and allows configuring Provider and practice favorite list of ICD codes. Additionally, Illness category can also be configured.
Master Maintenance: Enables the user to:
| • | Add or update the patient category (e.g., Bankruptcy, BCBS, Collections) that is displayed in the drop-down list when entering patient demographic details |
| • | Add or update the review of result type (e.g., Therapy report, X-ray report) that is displayed in the drop-down list in the Review of Results section in Charting |
| • | Add or update the relationship description (e.g., father, mother, brother, sister, friend) that is displayed in the drop-down list in the Family History section in the History tab and Next of Kin, Guarantor, and Emergency Contact tabs of the Patient Demographics section and in the History (Family) section in Charting |
Security: The Roles & Permissions section in the Security tab enables the user to:
| • | Add or update user roles |
| • | Assign access to modules based on roles |
| • | Manage privileges on different submodules for a particular role |
Configuration: Following are the different sections with their abilities included in the Configuration tab:
| • | Scheduler Setup: Sets up scheduler profile for provider(s), care assistant(s), spaces (rooms), and equipment(s) |
| • | Charting Sequence: Sets up charting flow and sequence of charting elements for the practice and for a specific provider |
| • | ROS & Chief Complaint: Configures the symptoms for Review of Systems (ROS) and Chief Complaints (CC) for each System defined in the “Administration > Clinical” section |
| o | Configures Practice favorite ROS and Chief Complaint list |
| o | Configures Provider favorite ROS and Chief Complaint list |
| o | Sets the body system sequence to be displayed in charting |
| • | HPI: Configures History of Present Illness (HPI) for each system (defined in the “Administration > Clinical” section) and its corresponding symptom (defined in the “Administration > ROS & Chief Complaint” section) |
| o | Enables adding the values (answers) for each HPI |
| o | Enables creating a list of customized HPIs |
| o | Sets the HPI sequence to be displayed in charting |
| • | Physical Exam: Configures the findings for Physical Exam for each system (defined in the “Administration > Clinical” section) |
| o | Configures Practice favorite Physical Exam list |
| o | Configures Provider favorite Physical Exam list |
| o | Sets up the Quick List (QL) |
| o | Sets the findings sequence to be displayed in charting |
| • | Treatment Plan: Creates new order sets and sets the values for each Recommend Type (Labs, Radiology, Special Studies, Visit & Procedure Codes, Therapy, Diet, Activity, Preventative Health, General, and Other) |
| o | Provides choice to place electronic lab order or manual lab order or both |
| o | Sets the sequence of Recommend Type and Recommend Master Values to be displayed in charting |
| o | Sets the macro for selected Recommend Master Value or for all Recommend Types |
| • | Care Plan: Configures new Problems and Long Term Goals, Short Term Goals, and Interventions problems. |
| o | Frequencies, Time Periods, and Durations can be configured for interventions to be selected when recording care plan. |
| • | Health Maintenance Master: Adds new screening types based on age range and gender for various parameters defined in Diagnosis Codes, Lab Result, Medication, and Allergy |
| o | Edits the immunization configuration details and manages the lot numbers for pediatric patients |
| o | Adds new immunization for adult patients based on age range and gender for parameters defined in Diagnosis Codes |
| • | Social History: Configures provider-wise social history elements to be displayed for a specific set of patients depending on their age and gender |
| • | Encounter Note & Letters: Configures the templates for Encounter Note, Consultation Letter, Referral Letter, and Lab Letter |
| • | HCFA Printer Settings: This is useful for PM users to configure printer settings to print HCFA forms |
| • | Document Manager: Files with the extensions configured here can only be uploaded in Document Manager |
| • | E&M Calc: Provides the user interface for the configuration and working of E&M code calculator |
| • | Lab Order: Configures the practice favorite and Provider favorite list for lab and radiology orders to be placed to the external labs electronically |
| • | Lab Result: Configures lab results parameters that are used when recording lab results manually |
| • | Vital: Configures normal values for vital parameters based on age range and gender |
| • | Clinical Decision Support Intervention: Configures clinical interventions based on age range and gender for various parameters defined in Diagnosis Codes, Medication, Allergy, Lab Test (Ordered), Lab Result, and Vitals |
| • | Reason Master: Adds reasons that are displayed in the Referral and Follow Up sections in the Treatment Plan |
| • | Supplementary Drug: Configures supplementary drugs you might want to prescribe other than NewCrop. This drug list is populated in the Supplementary tab in charting, if configured in practice defaults |
| • | Fax: Configures the fax number where the fax will be received in the practice |
| • | Fax / Direct E-mail Address Book: Configures fax numbers and direct e-mail addresses of practice Providers |
| • | Form Builder: Creates custom clinical form templates for various categories such as Patient Demographic, History, Encounter, Health Maintenance, Immunization, Treatment Plan, Facesheet, Chief Complaints, Problem List, Vitals, Medications/Allergies, ROS, Lab Results, Physical Exam, Diagnosis, Review of Results, and Supplementary |
| • | Anatomical Drawing: Configures images relevant to the body systems based on age range and gender. The images configured here can be used in Physical Exam |
| • | Patient Portal Forms: Uploads medical forms to be completed by patients, which will be available in the patient portal. (Only practice admin users are allowed to upload the forms.) |
| • | Notification: Sets notifications to be displayed during log-in for a specified duration |
