Patient Chart
Dependent Accounts
Dependent accounts are accounts that are managed by patients (caretakers). Examples of dependents are children under the age of 18 and elderly family members. Caretakers must be over 18 and have a patient portal account to manage dependent accounts. ...
Packages
Set up Packages are a great way to sell services to your patient or client. AcuBliss allows you to set a number of sessions and total package price. Packages are configured within the settings. To configure your packages, go to settings > billing > ...
Telemedicine / Telehealth
UPDATE: WE'RE EXCITED TO NOW OFFER TELEHEALTH INTEGRATION WITH TWILIO! ? There's been a lot of talk about offering telemedicine, especially recently. Here is how to offer telehealth sessions. It's easy to create telehealth services Create new ...
Converting Cash Patients to Insurance Patients
When you want to update a cash patient to insurance, navigate to the insurance page of their chart and add in a profile. Insurance companies must first be added to the settings. If you haven't already set up your insurance settings, please click on ...
Payments/Credits
This page is self-explanatory, but notice how you can click on the “applied” value to see which invoices have payments applied to them. Payments can be edited and note how any interactions with invoices and payments are tracked in the “invoice ...
Superbills
Superbills! AcuBliss has an ingenious way of generating them and after a little work in the settings, you’ll be creating them with ease, and that’s a good thing as it allows cash practices to give them to patients so they may seek reimbursement from ...
Invoices
Invoices receive the charges gathered from intakes, prescriptions, put into visits and displayed in invoices, allowing you to collect payment for them. The history of every financial interaction with the encounter is displayed--who did what and when, ...
Visits
Visits are like a “hub” for patient encounters. “Checking in” a patient automatically creates a Visit and you can also create a visit manually on the practice-wide or patient visit list here. Today’s date will appear automatically, and note that you ...
The “Health History Summary”
The patient’s “Health History Summary” (HHS) is where all of their health data is aggregated and once you have your patient up and running, you’ll notice this information is displayed here on the left side and also here on the right side by hitting ...
Prescriptions
Herbs and supplements can be prescribed within intakes, but sometimes you just want want to offer a stand-alone prescription, refill a prescription, re-prescribe or even just take a look at the prescriptions they have been given and you can do that ...
Intakes/Notes - Uploading Files
Patients come to you with previous records, reports from other doctors and sometimes paper copies of their informed consent to treatment documents that need to be uploaded into their chart. From the “Intakes/Notes” page, go to “+ Upload files/notes” ...
Intakes/Notes - Finalizing an intake or Prescription
Intakes have two stages - “Tentative” and “Finalized.” Tentative intakes can be edited and deleted. Finalized intakes cannot be deleted or edited. They can, however, be amended after they have been finalized.
Intakes/Notes - Duplicating an intake
You might also want to start a new intake by duplicating an old one and you can do that from the intake list. Choose the parts of the intake you’d like to duplicate or “select all.” Amend the fields as you wish into a new intake. You may also ...
Intakes/Notes - Creating new intakes
Ok, you’re ready to chart some notes! You can create a new intake from the schedule by first checking in the patient and then going to the “triangle” to the right of the “Intakes/Notes” button where you’ll see the options to create a “New Intake” or ...
Insurance
Patients can add their insurance information into their chart as well through the patient portal and you can remind them to fill this out with a click of a button. Staff can add various health insurance profiles for their patients by clicking on the ...
Demographics
While certain fields like “date of birth” are mandatory for creating a patient intake, others are not, and ideally, your patients will be filling most of this in the patient portal themselves. There’s a space where office staff can write some ...