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Configuration and Setup
Configure system settings, insurance, billing setup, and practice preferences to ensure your organization is properly set up for daily operations.
General EMR Overview
- How to delete Lab result from document list?
- How to delete line items from claims under the remittance posting screen?
- How to reactivate letters In category
- How to get the telemedicine meeting ID for Promeet?
- No appointments showing under the home page.
- How to Add room on the Home Screen?
- How to inactivate a tabular report?
- Card Processing - Card Reader Will Not Process Cards
- How to assign CPT/HCPC codes to Specialty templates?
- How to add a new test protocol manually on the health maintenance screen?
- How to enable the feature to create a back dated encounter?
- How to enable TLS 1.2 (Transport Security Level)
- How to provide read only access for lab and rad orders
- How to create mass scheduling appointment
- How to change the value of 'No. Of Days' to greater than 180 under Past Rx screen
- How to change the patient name when sending letters out
- How to place Lab or Rad order for a patient without an encounter
- How to stop patient from updating personal details from patient portal
- Unable to send prescription : Getting error Provider is not valid
- How to share the lab/rad results before review to the patient portal.
- How to include Lab results with status ''Results Received'' in Lab matrix
- How to remove Patient Statement option on the attorney portal
- How to change the tentative status to schedule?
- How to add/remove column on the home screen
- Issue: Patient info is not showing on CPOE > Pre auth Tracking
- How to inactivate the Sending Email to Ref Provider on the Encounter Close Output template?
- Growth chart plotting is not visible when click on print
- How to send FAX to multiple recipient
- Telemedicine Error - Something went wrong. Error Code: 3005
- How to access Book Appointment portal?
- How to add new category under messages
- How to check refill request from pharmacy
- How to delete document from document list attached from referral add edit
- How to send FAX from PrognoCIS
- How to remove legal documents from the patient portal and procheck in?
- How to check previous Lab Orders that were given to the patient
- Unable to generate report, getting an error 'report will be generated in the background as the select period is greater than 100 days'
- Issue with the Lab or Radiology results do not get attached to patient's chart.
- How to mark the category for the lab result as inactive?
- How to set primary insurance as default insurance for encounters
- How to check who deleted the scheduled appointment
- Issue with the count of systems shows just "1S" on the E&M screen
- How to inactive Vital Template
- How to disable the option to make E and M code mandatory while closing an encounter
- How to add a Manufacturer in PrognoCIS
- Does PrognoCIS offer Mobile Authentication services for Controlled substance drugs?
- How to set any option as 'abnormal' in test in templates
- How to add options under 'Pat. Type' Field on patient registration >> In the Other Info tab
- Error ("No rights to perform an action") on clicking the Action button on the lab result screen
- How to delete category for Letter in
- How to add a new category for Rad Order
- How to set 'Work Pattern Exception' from schedule screen?
- How can a Letter In category be marked as inactive in PrognoCIS?
- How to edit/modify existing protocol
- How to add new Lab Test Category
- How to add new Title in drop down list for Patient or provider
- How to lock the PrognoCIS workstation for a specific user?
- How can a new relation be added under Family History in PrognoCIS?
- How to restrict a particular user to double book appointments in the Appointment scheduling screen
- How to inactive referring doctor
- How to add Nick Name Tag for the Patient?
- How to add LOINC codes in specialty template's element from the Encounter screen?
- How to run "Appointments By Encounter Type" report ?
- How to change the insurance on the encounter
- Error stating "No answer from remote; too many attempts to dial" for failed fax sent from PrognoCIS.
- How to create authorize user login credentials for patient portal
- How do we arrange the ICD codes under > Codes/Drugs?
- How to increase number of CPTs allowed on the assessment screen
- How to update VIS Publish Date
- How to associate a specialty template with an encounter type?
- How to place an consult order from the encounter TOC
- Issue: Appointments not showing on the homepage> appointment tab
- How to rename E and M Codes name
- How to create a follow up date for future
- How to Remove information from Facesheet >> Allergy received through CCD file
- Issue: CPT code not poping up after selecting education material
- How to provide patient portal related user roles to the user
- How to disable caution warning pop up while closing the encounter
- Help with login and logout report
- How to reset the password for PrognoCIS using OTP functionality
- How to add a new Procedure Order Category
- How to pull out a list of patients who have upcoming Health maintenance due
- How to edit/modify the appointment email template?
- How to add a new category for Others
- How to send the LOINC code in CCD message
- How to add the Protocols on the Employer masters?
- Issue : Prognocis not working on google chrome
- How to change MAS username for EPCS setup
- How to remove procedure templates associated with the enc types-Sleep study
- Where to find the Open encounter report under Prognocis ?
- How to send prescription on the closed encounter
- How to check changes made on a particular chart or patient
- How to trigger email survey once the encounter is closed
- How to add same tests from another lab vendor
- How to add a new category for Progress Notes
- How to include rad results with status ''Results Received'' in rad matrix
- How to send mass emails to patients
- Unable to view the lab or Radiology results in the document list
- How to access downloaded files in PrognoCIS?
- How to check if shared document is read or unread?
- How to add new Appointment Instructions?
- How to add new History of Present Illness Systems
- How to remove Clinic shared document option on the attorney portal?
- How to uncheck the encounter confidential?
- How to add a new Legal Documents Category?
- How to maximize the documents in the document list in view mode
- Question / Issue: How to collect patient payment without any appointment schedule
- How to mark category for Progress Notes as inactive
- How to add a "Case" to patient's chart?
- Issue with med history not showing in facesheet
- How to print and bill CMS1500 paper claim in bulk?
- Need help to run a report on Letter out failed
- How to update Provider Preferred Drugs list?
- Unable to close encounters; Error: Attending provider is Inactive
- How to add/change the letter template sent to Referring Provider automatically while closing the encounter
- How and where to add Referral Reason statement under PrognoCIS?
- How to enable notification to the provider for patient referral
Practice Configuration
- How to specify which user will get messages from the patient portal's compose screen
- Unable to attach old Rad orders from the attach center
- How to add Preferred Radiology Tests for Provider
- How to make the Anytime option default unchecked on Appointment screen
- How to add NDC codes to HCPC codes?
- Unable to book the future appointment
- How to set the encounter type to be made available on portal while scheduling an appointment
- How to upload/attach documents from the patient portal
- How can the system be configured to check if specified tests are completed or required information is filled before closing an encounter in PrognoCIS?
- How can the setting be enabled so that only the Attending Doctor is able to close an encounter in PrognoCIS?
- How to let the Referring Doctors add patients from the Referring Doc Portal
- How to make SSN as mandatory field on patient registration screen
- How to enable the status flag on the schedule screen if patients have completed the patient forms?
- How to remove the preferred pharmacy from the patient's account
- How to exclude Rad results with status "Results Received" in Rad matrix
- How to add a check before closing the encounter if the Lab/Rad/Prescription orders are not sent
- How to save password & OTP on a particular machine for the next 30 days
- How to make Work Tel 1 mandatory while making an appointment for new patients from the appointment schedule screen.
- How to check or uncheck all SC Specialty tests by default
- How to enable/disable the auto sent the letter when closing an encounter feature
- How to set whom patient can send the message from patient portal?
- How to prevent editing attending doc fields on Start/Edit existing encounter screens
- How to make the Anytime option default checked?
- Client wants to change the label on the room tab on the schedule screen
- How to share results on Attorney portal automatically
- How to turn on the notification is sent to the ordering provider when a normal laboratory result is entered and approved by the nurse having approved rights and the login person is other than the prov
- How to make the Overload option default checked
- How to set the Drug Disease Interaction Severity Level
- How to send a notification to the ordering provider when a normal radiology result is entered and approved by the nurse having approved rights and the login person is other than the provider
Billing Setup
- How to update the correct Tax ID?
- How to suppress loop 2310C from EDI file?
- How to Auto-Adjust for denial code denial codes 246 and N620
- What is the effect of the New Medicare ID Number in PrognocCIS?
- How to add a professional payor id on insurance master
- How to change claim filing code on insurance.
- How to Change the Name and Description of an ICD Code?
- How to Add a CLIA Number for Multiple Locations
- How to Remove UB04 Template for a specific Insurance?
- How to add a custom CPT or HCPC code to the masters?
- How to set any business unit default for a provider?
- How to mark a CPT/HCPC code as NOC, or Not Otherwise Classified
- How to fix the claim validation "Check Test Codes for property: cms1500.initial.treatment.testcode"?
- How to fix the distorted screen of the New Insurance UI?
- How to add a cross-over CPT code if the practice wants to cross over a specific CPT code with specific insurance?
- What steps must be taken if there is no claim for a closed encounter?
- How to add on hold reasons in PrognoCIS to put any claim on hold.
- How to Add a New Place of Service
- Where can the Institutional or UB04 Payer ID be added to submit UB claims electronically in PrognoCIS?
- How to Fix Medicare Rejections Due to "Missing Secondary Code
- How to default a place of service for a location?
- How to Replace a TFL code on a insurance?
- How to Inactivate any Scrubbers from the EMR side?
- How to give reopen rights to the Billing user?
- How to add the PTAN number for a Specific Provider?
- How to Delete or Inactivate a CPT / HCPC code from the Master?
- How to add insurance adjuster in PrognoCIS.
- How to stop the ordering provider from appearing on the claim when the lab test is performed from the EMR?
- How can a user update/add/modify the information for a Business Unit (BU) or Location
- How to add an NDC number to an HCPC code
- How to Disable the Paper Claim Default Checkbox
- How can I fix the claim validation error "Cannot submit a claim with a new patient code"?
- How to Add New "Write Off" or "Charge Next Reasons"
- How to Reactivate HCPC/CPT Codes
System Configuration
- Why is the Attending Clinical Staff field showing blank on the Homepage → Appointment tab, and how can it be updated?
- How to reactivate the Protocols
- How to delete inactive provider
- How to edit a category for Letter in
- How to set Holidays or vacations in the system
- How to setup the timezone for the clinic
- How to Enable the Option to Add Insurance Information on the Patient Portal?
- How to stop emails for Refill request for patients
- How to add a Custom Appointment status
- How to view vaccines with "Not in Visit" status on facesheet vaccine cell
- How to turn on the notification that is sent to the attending provider whenever an entry is made in the Rx and the person has approved rights and the login person is not a provider?
- How can the notification be enabled for the ordering provider when an abnormal laboratory result is entered and approved by a nurse (with approval rights) and the login user is not the provider in PrognoCIS?
- How to carry forward the Autocopy Assessment notes from the previous encounter to the current encounter?
- How to remove a test from a particular Rad Vendor?
- How can the duration of an encounter type used for the “Others” appointment type be changed on the appointment screen in PrognoCIS?
- How to add Custom HCPC codes
- How to re-arrange the TOC Encounter options, specific to an encounter type
- How to associate the default plan with the complaint
- Unable to save on the assessment screen (No access)
- How to update Referring Doctor Work Phone number / Email / Fax number on PrognoCIS
- How to send a Birthday email to all patients automatically
- How to copy Vitals from previous encounters
- How to set up a workflow
- How to display the Take Appointment button on the Referring Provider portal?
- How to add Preferred Family History Ailments for Provider
- How to set default encounter type for a New patient while scheduling an appointment.
- How to inactivate a location for scheduling?
- How can protocols be viewed for a patient in PrognoCIS?
- How can new Food Allergies be added in PrognoCIS?
- How to check which location is the base or primary location
- How to set up a Protocol for a procedure test
- Patient name is changing automatically while adding a new patient or scheduling a new Patient on Google Chrome Browser
- How to avoid closing encounter if All Lab Orders, Radiology Orders, Prescription Orders, Procedure Orders, Consult Orders, and Letters Out are unsent
- How to stop appointment email reminders to the patient for future appointments by marking appointment as tentative by default
- How to view check out time of a patient on home screen
- How can we modify or edit the welcome message on the Patient Portal page?
- How and where we can add "Primary Care" category under PrognoCIS?
- How to add new Surgery option in "Past Surgical History"
- How to stop automatic ICD assign to the radiology order
- How to make provider available for scheduling on the Book Appointment Portal
- How to inactivate any Food allergies
- Where to view and add a new medical history under Prognocis?
- How to reset or change password under Prognocis ?
- How to run a report for the List of Attorneys with Address?
- How to add/enable copy button on Vitals screen
- How to define a system for a specific template
- How to create Order Set for Consults order
- How to add new Rad Test Category
- Unable to search or select lab tests for a specific vendor
- How to add custom CPT HCPC codes to preferred list
- How to set-up Weekly Off for providers work pattern?
- How to provide access to merge patient charts in PrognoCIS?
- How to change TAX ID for Provider?
- How to customize patient portal email template in PrognoCIS?
- How to access clinic forms?
- How to change the address for any location
- How to define a template
- How to define tests or elements in the system
- Not able to see all the location appointments on the home page
- How to set up a Protocol for Lab test
- How to add drugs under In-House Drug
- How to restrict a user from Deleting a Patient notes?
- How to select the TOC Encounter options, specific to an encounter type
- How to Change Taxonomy code for Provider
General Billing Overview
- How to check non-posted remittances.
- ERA validation: Remittance Date cannot be greater than Batch Open Date
- Need a Report for outstanding claims.
- Cannot Post with Non-Zero Balance. Claim:Charge
- How to Write Off an Employer Balance?
- How to quickly view the total collection for today.
- How to run report for RVU
- How to pull reports for Patient outstanding claims?
- How can the Claim Batch feature be enabled in PrognoCIS?
- How to post insurance recoupment received for claim which is not billed through PrognoCIS.
- How to show the manually created Patient Receipt payment as a Payment Plan Payment?
- How can a user generate an Insurance Aging Report in Prognocis?
- How to do charge next from the patient account screen?
- How to Post HSA Payment.
- How to create a supplementary or additional claim for specific hcpc codes.
- ERA Validation : Payor is Mandatory
- How to run a report for all the unprocessed claims for a specific provider?
- How to run a report on encounters/visits for which no claims were created
- How to run a report for claims which are marked as disputed or retained responsibility?
- How to Edit a Single Claim on the Remittance Screen
- Need to run a report for all Unapplied insurance payment
- Question: How to quickly view the Outstanding Claims of Insurance, Patient, and Employer.