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On Thursday, April 26th, we will be pushing out a new WinPM update. The update will start at 10 PM MST and is expected to be completed by 2 AM MST on April 27th. During the scheduled update window, you may experience anything from slow response, limited access, or no connectivity; or you may experienceRead more

On Thursday, January 25th, 2018, we will be pushing out a new WinPM update. The update will start at 10 PM MST and is expected to be completed by 2 AM MST on January 26th. During the scheduled update window, you may experience anything from slow response, limited access, or no connectivity; or you mayRead more

Instructions to Install WinPM Open a browser and enter https://edge.chartlogic.com/resources/installation/ Enter the user name and password. Username: installcl Password: In$ta11C1 Click on the ChartLogic WinPM Installation Link Verify the prerequisites by clicking on the ChartLogic WinPM System Requirements link (1) and then click Install button (2) to download the installation package! Do not run theRead more

Today, August 8th, 2017, we will be pushing out a new WinPM update. The update will start at 10 PM MST and is expected to be completed by 2 AM MST on August 9th. During the scheduled update window, you may experience anything from slow response, limited access, or no connectivity; or you may experienceRead more

WinPM Version 2.8.29.0  Appointment Footer There is now an option for a practice defined message for use on the appointment reminder card. A message field has been added to the Appointment Sites form in WinPM Appointment Scheduling.  This new field allows the practice to add a “practice defined” note to each Appointment Site. This noteRead more

Balancing a Posting Period and Closing Best practice is to balance the current posting period before generating all of the reports and closing the Posting Period. Financial Reports printed while a Posting Period is still open will indicate ‘TRIAL’ in the heading. This indicates that the totals are subject to change. Once a Posting PeriodRead more

The purpose of this function is to advance accounts through a collection process using computer automation to locate accounts that meet certain criteria: Service Status age, days since last Patient Payment, Billing Account Type age, and Account Balance minimum. Before beginning this process, the practice should decide how many letters an Account will receive beforeRead more

The Transaction Detail Report has a dual purpose. It can be used to locate patients that had specific transaction codes posted on their accounts, or it can be used to determine which user posted specific transaction codes. Filter Selection In the example above, the report will find all the patients who had a WO postedRead more

The Tickle Note Report is used to keep up-to-date on Patient Notes containing a Tickle Date (i.e. date for future follow up). Filter Selection Select the dater range during which the Tickle Notes are due. The report can be further filtered by Type, Assigned to, and User. Check the Order by patient box to sortRead more

The Service Status Report is a multi-purpose report for filtering services. One of the most widely used functions of this report is to monitor services that are in the Timely Filing < 50 Days entry on the Dashboard. In order for this report to be effective, Timely Filing values should be maintained in the InsuranceRead more