STI Has All The Pieces Hardware Software Support

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3 STI Has All The Pieces Hardware Software Spport STI has everything yo need for sccessfl practice management, now and in the ftre. The ChartMaker Medical Site Incldes: Practice Management/Electronic Billing, Appointment Schedling, Electronic Medical Records, and Docment Management. If yo are looking for a complete, affordable, integrated soltion to yor practice software needs, yo ve come to the right place. There is no need to look any frther. The ChartMaker Medical Site is the most comprehensive medical office management system available today. It has all the featres yo need for electronic claims processing, appointment schedling, managed care, reports, docment management and electronic medical records. All of or software prodcts are tre Microsoft Windows applications. Since 1979, we have dedicated or company to meet the reqirements of the physician software marketplace, and to nderstand its niqe needs. We installed or first practice management system in That practice remains a cstomer to this day. We introdced ChartMaker Clinical in 1997; years before most practice management vendors nderstood that there was a need for an EMR in the amblatory environment. Or programming staff is working today on tomorrow s practice software soltions. Yor software investment is protected becase we are committed to the physician software market. There is no need to work with other software vendors; STI has all the pieces that yo need. STI is a stable vendor with over 125 employees dedicated to the best possible service. Or goal is to provide yo with the software tools yo need to operate a more efficient, prodctive, and profitable medical practice today and in the ftre. Each practice is niqe and one software soltion does not fit everyone so STI has designed it s software site into modlar components so that yo can select only the pieces that yo need today, and yo can feel secre in knowing that yo can add additional components when and if yo need them. In this brief tor we will show yo why STI is the right choice for yor medical office. Whether yo own an individal practice or an integrated health system, STI combines all the elements of a sccessfl medical office management system sch as: practice management, electronic medical records, client/ server technology, the power of an SQL database, tre Microsoft Windows GUI interface, and local system spport into one extraordinary prodct. Now, and in the ftre, STI offers yo the best vale. The ChartMaker Medical Site Incldes: ChartMaker Practice Manager ChartMaker Entry Point ChartMaker Medical Site Featres, Services and Options: Cstom Charge Slip/Sper Bill Printing Claims Scrbbing Athorization Checking Procedral Follow-p and Recall Electronic Patient Statements Patient Inqiry Secrity & Adit Trails HIPAA Compliant Payment Profile Checking Fll Range of Practice Reports Managed Care Modle RVU Analysis of Profitability Internet Access Capability Atomatic Telephone Reminder System Prescription Management Laboratory Management Device Interfaces Insrance Card Scanning Eligibility Checking Eqipment Spport Upgrades User Grop Meetings ChartMaker Schedler ChartMaker Clinical STI Compter Services, Inc ChartMaker Medical Site

4 Medical Site Overview ChartMaker Practice Manager is the billing component of the ChartMaker Medical Site. ChartMaker Practice Manager handles all of yor electronic insrance billing. Yo can electronically file yor insrance claims directly to Medicare, Ble Shield, Medicaid, and most commercial insrance carriers, with no clearing hose fees. It s easier, faster, involves less work for yor staff, and yo get paid faster with electronic claim filing. Complete Practice Management ChartMaker Practice Manager can qickly access any patient with a certain diagnosis, or show yo how different insrance plans pay yo for any procedre. Or insrance and financial reports give yo the information yo need to compare insrance payments, track and analyze capitation payments. RVU analysis helps yo to negotiate fees with yor insrance carriers. Yo can maintain yor patient acconts receivable records on the compter. ChartMaker Practice Manager can send ot yor patient bills as reqired, and atomatically re-bill patients that have not yet paid. In fact, the compter can easily prepare yor day sheet and bank deposit slip for yor daily receipts. Yor compter can atomatically and qickly post yor Medicare EOMB, saving yor staff hors of work each week. ChartMaker Practice Manager can electronically bill yor patients as well. Appointment Schedling ChartMaker Schedler offers an integrated Appointment Schedling modle capable of accommodating mltiple providers, locations and schedles. Yo can qickly access notes or patient balances for anyone reqiring an appointment. The system also atomatically reminds yo of insrance approval stats by date or nmber of visits remaining, as well as global follow-p days for srgical patients. Electronic Eligibility Checking ChartMaker Schedler can qickly verify patient eligibility directly from or Appointment System or on a per-patient basis. Sending and receiving electronic insrance referrals also is available with ChartMaker Practice Manager. Other fnctions inclded are compterized patient recall reminders for procedres like fl shots, tests, medications, x-rays, or physical exams. ChartMaker Medical Site 4 STI Compter Services, Inc

5 Helpfl Medical Site ChartMaker Medical Site is easy to se. Yo won t waste time looking p codes, sorting throgh complex screens, deciphering abbreviations, or constantly flipping throgh pages of a reference manal. ChartMaker is designed to help yo do yor work. Screen Layots ChartMaker s screens are easy on yor eyes. Each screen contains all the data yo need, groped in a logical and readable format. The field labels are descriptive and explanatory, not cryptic. Look p Windows Whenever a code or a patient s accont nmber is reqired in a field, ChartMaker provides a look-p window. A single mose click displays a window that lists the codes descriptions, or the patients names. Simply select the desired code or accont nmber from the window; yo will never need to refer to printed lists. On-line Help Windows Help windows are available at each and every prompt. Display these windows in any screen with only a single keystroke. The help messages specify exactly what information is reqired in that field. In addition to the field specific help, ChartMaker has an extensive topic-driven help directory. Accessing this help directory will take yo throgh each step of the process yo need to perform. Mose or Keyboard ChartMaker gides the novice ser easily to all its fnctions. Unlike many other systems yo have the choice to se the mose or keyboard qick keys to qickly enter and find information. STI Compter Services, Inc ChartMaker Medical Site

6 Medical Site Complete ChartMaker Medical Site has all the featres yo need now and in the ftre. Don t worry; the ChartMaker System can grow with yor practice. ChartMaker Medical Site: Is available in single or mlti-ser configrations, Works with Microsoft Windows compatible compters, and Microsoft Windows network management systems, Incldes a ser-defined pop-p message featre that allows yo to notify yor operators of important information at ser defined intervals dring data inpt or inqiry, Handles nlimited mltiple practices and providers, patients, insrance companies, employers, procedres, diagnoses, etc., Incldes electronic billing to Medicare, Medicaid, Ble Shield, and most commercial carriers, Generates walk-ot statements to handle payment at the time of service, Spports billing cycles and monthly payment plans in patient billing, Atomatically calclates paid amonts from insrance carriers; pls separate write-offs for each payment, Featres more than 50 standard reports; pls yo have the ability to cstomize yor own reports, Allows patient recall data to be entered from within the charge screen, an efficient way of maintaining a recall system, Featres a separate and complete Collection System that tracks charges in collection on a charge by charge basis, Provides nlimited levels of password protection for secrity, Maintains a solid financial adit trail for financial integrity, Provides a Word Processing Interface for simplified commnication with patients and referring doctors, Featres an Inqiry Section for handling patients qestions, Provides a clinical modle to track ser-defined information, Provides an optional Appointment Schedling Modle that maintains separate schedles for each practice & provider, stores appointments years in advance, and atomatically generates charge slips, Provides optional docment management and a fll-fnctioned Electronic Medical Record (EMR) System, Insrance Card Scanning, Export Reports to Microsoft Excel, Atomatic Appointment Reminder Modle, Incldes Client/Server technology, Incldes the power of an SQL database, Provides a tre Microsoft Windows GUI interface, Incldes local system spport. ChartMaker Medical Site 6 STI Compter Services, Inc

7 Intelligent Medical Site ChartMaker Practice Manager has the intelligence to spot hman errors before it is too late. Pop p notes and warning messages appear to avoid common data entry errors. Insrance Payment Entry ChartMaker Practice Manager figres the amont paid on each charge when yo enter an insrance payment, taking into consideration allowed amonts, covered percentage, and amonts applied to a dedctible Tracks Paid Amonts ChartMaker Practice Manager incldes a niqe Insrance Profile System to track paid amonts from insrance companies (based on actal payments). This featre allows yo to accrately predict insrance receivables, and to insre yo are being paid correctly. Charge Entry When entering charges, ChartMaker Practice Manager tilizes its intelligence to simplify charge entry. Place of service codes, nits and fees are entered atomatically based on the procedre. Insrance and diagnosis data are entered atomatically based on patient data, and mch more! Billing ChartMaker Practice Manager does yor billing with intelligence. Mltiple prices, nit vales and procedre codes can be stored for each procedre; ChartMaker Practice Manager knows which price and code to se for each carrier in yor system. ChartMaker Practice Manager atomatically manages the billing of charges from primary carrier to sbseqent carriers, and then to the patient, all based on intelligence stored in the system. MEDI-GAP & crossover insrance sitations are handled withot operator intervention, and withot error. If the patient s insrance is delinqent, ChartMaker Practice Manager allows yo to globally transfer insrance balances to the patient. Advanced Featres ChartMaker Practice Manager has more advanced featres than most systems regardless of price. User-defined pop p message featres allow yo to notify yor operators of important information at ser-defined intervals dring data inpt or inqiry. Insrance Reporting to track capitated plans, RVU, payment, and enconter analysis. Reports inclde capitation analysis and procedre payment comparison by insrance carrier with an integrated report writer to qery yor database for information important to yo. Case Management to separate patient insrance and reporting information by normal, workman's compensation and accident cases. Managed Care Approval nmber tracking by nmber of times and date range with expiration warnings. Srgical Follow-p day tracking warnings for patients within a srgical follow-p period. ChartMaker Practice Manager reminds yo to attach an Op Note for specified procedres before yo mail the claim form. Atomatic Payment Posting for Medicare EOMBs. Patient eligibility checking option, Responsible Party billing for consolidation of bills, and mch more. STI Compter Services, Inc ChartMaker Medical Site

8 Medical Site Flexible ChartMaker Practice Manager does not force yo to change yor ways; instead, it conforms to the way yo re sed to working. Insrance Card Scanning ChartMaker Practice Manager offers the option to scan and store patient insrance card and driver s license information within the system. Both the front and back of the insrance card can be scanned saving yo the time and storage space reqired to maintain copies of insrance card information. Mltiple insrance cards can be scanned and viewed for each patient. Insrance Claims ChartMaker Practice Manager provides electronic sbmission to most insrance carriers, pls yo have the option to generate insrance claims on the CMS 1500 niversal form or UB92. Patient Statements With ChartMaker Practice Manager, yo have many options for cstomizing the patient statement; some apply to all patients, some to individal patients only. Electronic Statements ChartMaker Practice Manager offers the option to generate and send an electronic batch of patient statements. Electronic statements are printed, prepared, and mailed by a third party, saving yor office both the time and money reqired to manage this fnction in-hose. Pop-p Notes Attach notes to patients, insrance companies, procedres, diagnoses and more. Set p notes to remind sers abot insrance procedres & reqirements. Remember important information abot patients and have it pop p when yo need it. Billing Cycle ChartMaker Practice Manager assigns a billing cycle date atomatically for each patient. Payment Plans ChartMaker Practice Manager can also manage a monthly payment plan for the patients convenience. Managed Care ChartMaker Practice Manager allows yo to track capitated procedres, approval nmbers, insrance payments, enconters and risk pool withholding amonts from HMOs. ChartMaker Medical Site 8 STI Compter Services, Inc

9 Appointment System Medical Site We ve designed ChartMaker Schedler to work in an intitive and logical manner making it an easy transition to move from a manal office or old system to a modern, efficient compterized system. an at-a-glance indication of how bsy each day is. Color can be sed to indicate the type of appointment schedled. The find option helps to qickly find an appointment by many different criteria. The system also checks pre-certification athorization, srgical follow-p days and tracks missed or canceled appointments in the patients inqire file. Check-in and Patient Tracking A patient can be checked-in once they arrive and their time and location tracked throghot yor practice. This information will appear on both the ChartMaker Clinical and ChartMaker Schedler screens. Once a patient checks ot, reports can be generated showing the process time for patients. Appointment Schedling System The ChartMaker Schedler is an optional component of the ChartMaker Medical Site. It can be sed with other ChartMaker modles. Yo have the ability to schedle appointments separately for all yor providers and practices, for years in advance! The niqe featre of the ChartMaker Schedler is its combination of flexibility and rigidity. The system gives the physician or office manager tremendos flexibility in specifying not only when, bt also how appointments are schedled. Once this intelligence has been bilt into the system, even ntrained operators can schedle appointments effectively and accrately. Each day is depicted in a graphical format showing all available appointments and the name of the patients schedled for each slot. These graphical depictions give the operator the ability to add appointments efficiently at a glance. Within each time slot, yo have the capability to specify the type of visit permitted. For instance, many doctors prefer to schedle all their consltations at the beginning of the office hors. ChartMaker Schedler permits yo to store this intelligence into the system; next to each appointment slot is a listing of all valid visit types. Extensive se of graphics makes ChartMaker Schedler both easy to se and efficient. The calendar screen gives the operator Electronic Eligibility Checking ChartMaker Schedler can qickly verify patient eligibility directly from or Appointment System or on a per-patient basis. Sending and receiving electronic insrance referrals also is available with ChartMaker Practice Manager. Other fnctions inclded are compterized patient recall reminders for procedres like fl shots, tests, medications, x-rays, or physical exams. Atomatic Appointment Reminder Option ChartMaker Schedler has an optional modle to atomate yor appointment and recall reminders. The Atomatic Telephone Appointment Reminder System will atomatically dial and remind yor patients abot their p-coming appointments and recalls. STI Payer Inqiry The STI Payer Inqiry modle allows yo to obtain Insrance Athorizations, patient eligibility and claim stats. In addition, if yo are a PCP, this modle allows yo to generate yor patients referrals. As a specialist s office, the STI Payer Inqiry modle wold be sed to obtain yor patients referrals. This modle can be sed in conjnction with the Appointment System. This enables yo to obtain patient eligibility and referrals for patients coming into yor office on a certain date of service(s). This featre will save yor staff many hors of work. Of corse, individal patient qerying can be done. STI Compter Services, Inc ChartMaker Medical Site

10 Medical Site Electronic Billing The Center for Medicare Services (CMS) has reported that it rejects 26% of the claims it receives. While that nmber is astonishing, more astonishing is the fact that 40% of those rejected claims are never resbmitted. Using Medicare s statistics, the lost revene per physician is abot 10%. On a per physician basis, this ranges from approximately $25,000 to over $50,000 (1). Electronic Transmission of Insrance Electronic billing with ChartMaker Practice Manager provides practice benefits to avoid lost revene and can pay for itself with improved electronic billing procedres and collections. Here s how ChartMaker Practice Manager can help: First, electronically sbmitted claims are scrbbed for errors by ChartMaker Practice Manager. They are not keypnched or manally reviewed at the insrance carrier and therefore less likely to be rejected. Stdies show that practices that bill electronically experience 21% fewer rejections. (2) Second, within hors yo will be electronically notified that the sbmitted claims have been accepted or rejected. If rejected they can be corrected and resbmitted the same day. Third, electronically sbmitted claims are typically paid faster. By law, Medicare mst pay an electronic claim in 13 days. The same paper claim woldn t be paid ntil day 26. (2) Forth, electronically sbmitted claims are atomatically tracked with ChartMaker Practice Manager. If a claim is not paid within the agreed to time, a report can be generated, the carrier contacted and the charge reviewed, and ChartMaker Practice Manager can atomatically resbmit the claim. Fifth, after yo are paid, ChartMaker Practice Manager checks yor contracted fees to ensre that yo are being paid correctly, and atomatically bills yor secondary carrier or the patient. Commercial Carriers ChartMaker Practice Manager files electronic claims to most commercial carriers. The Paper Chase With ChartMaker Practice Manager yo can electronically bill most commercial carriers as well as Medicare. If yo do not bill all claims electronically yo face an additional labor cost in tracking hard-copy commercial claims. With hard-copy claims there is no way of knowing if the commercial carrier received yor claim or its stats withot a telephone call for follow-p. The STI Payer Inqiry modle allows yo to obtain Insrance Athorizations, patient eligibility and claim stats. In addition, if yo are a PCP, this modle allows yo to generate yor patients referrals. As a specialist s office, the STI Payer Inqiry modle wold be sed to obtain yor patients referrals. This modle can be sed in conjnction with the Appointment System. This enables yo to obtain patient eligibility and referrals for patients coming into yor office on a certain date of service(s). This featre will save yor staff many hors of work. Of corse, individal patient qerying can be done. Ato Posting In some cases ChartMaker Practice Manager electronically posts yor EOMB atomatically, checks yor profiles for correct payment accracy, and balance bills yor patients, saving most practices hndreds of labor hors each year. (1). HCFA Contines to Re-Engineer Medicare. BDO Seidman, LLP, Healthcare Advisory Services newsletter. March (2). Speed p payments with electronic transmissions, by Kristie Perry Dolan, Medical Economics Magazine, October 27, 1997, pgs ChartMaker Medical Site 10 STI Compter Services, Inc

11 Logical Medical Site Data Inqiry With the ChartMaker Practice Manager Patient Driven Inqiry section, yo have access to all patient information in a logical format in one place, making it easy for even the novice ChartMaker ser to find needed information. Data Entry ChartMaker Practice Manager provides for the entry of patient charges, recall reqests, co-pay payments, and clinical information from within the charge entry process, the logical place and time when this information is fresh in the operator s mind. Cortesy Statement Both a walk-ot statement or a non-assigned (cortesy) CMS 1500 form can be qickly generated for yor patients. External Billing Referrals ChartMaker Practice Manager provides atomatic patient referrals to participating insrance providers throgh its electronic Payer Inqiry modle. Atomatic Payment Posting The Medicare electronic interface and Atomatic Payment Posting modle within ChartMaker Practice Manager saves yor staff contless hors of tedios posting and eliminates many of the errors associated with manal posting. CHARGE ENTRY ELIGIBILITY CHECKING CLAIM SCRUBBING THE ELECTRONIC BILLING CYCLE AUTOMATIC PAYMENT POSTING ELECTRONIC CLAIMS SUBMISSION STI Compter Services, Inc ChartMaker Medical Site

12 Medical Site Electronic Medical Record ChartMaker offers on-site training at an affordable price. The ChartMaker Medical Site provides two levels of Electronic Medical Record (EMR) optional modles - ChartMaker Entry Point and ChartMaker Clinical. Yo can create, scan and review patient charts on yor compter with or integrated Electronic Medical Record (EMR). Immediate information displayed incldes the crrent problem list, allergies, medications, and miscellaneos patient information, as well as the most crrent chart notes for each patient in yor practice. Yo can easily scan a docment or select a template(s) and complete an evalation. Notes can be entered either by mose, pen, transcription, or spoken directly into the ChartMaker voice recognition modle. Prescriptions or laboratory work is monitored throgh the system. Yo can qickly create any reqired correspondence to a referring physician based pon the information fond in the chart. Pls, yo can improve yor level of chart docmentation with or E&M Coding Assistant. Both ChartMaker Entry Point and ChartMaker Clinical share the same SQL database as all of or prodcts so there is no dplicate data entry. Since the system is flly integrated, yo will never need to worry abot the ncertainties of a costly interface to another company s software prodct. ChartMaker Clinical EMR benefits: Eliminate paper charts and their related storage space. Eliminate lost charts and manal chart plls. Get ot of the office sooner and work or access yor electronic charts from home or another location. Redce errors and the time to docment a note or referral letter. Provide printed patient handots to redce medical liability. Prodce legible, and E&M compliant chart notes for proper billing prposes. Eliminate or redce transcription costs. Qickly docment notes from pre-designed templates by mose click or pen tap. Provides templates that permit checklists for easy note inpt with a docmentation by exception option. ChartMaker Clinical EMR featres and options: Chart Organization with cstomized tabs Workflow Management Messaging Orders Management Docment Management Transcription Management Voice Recognition Handwriting Recognition E&M Coding Assistant Electronic Prescriptions and Prescription Management Qery & Reports Flow Sheets over Time Cstom Flex Form Featre Wireless Pen Tablet Inpt On-Site and Web Based Training Project Management Template Bilding Services Faxing Docments Illstration of drawings and photographs Secrity & Privilege System Patient Tracking System ChartMaker Medical Site 12 STI Compter Services, Inc

13 ChartMaker Overview Medical Site Estimates are that for every hor of face-to-face patient time, a physician needs 18 mintes to maintain patient records. ChartMaker is an electronic medical record system that can help yo save time and improve the docmentation of yor patient records. ChartMaker is an easy-to-se, Microsoft Windows, graphical prodct designed to make yo more efficient and prodctive. ChartMaker creates yor patient charts, as well as a compterized database of clinical information for history, analysis, and research prposes. Most likely, yo will more than jstify the cost for ChartMaker with redced dictation time and cost, while improving the qality of yor patient records, correspondence, and yor practice image. ChartMaker can help yo to jstify treatment decisions to payers by analyzing and demonstrating the qality and efficiency of yor medical care. It may even redce yor malpractice costs throgh better patient records, and minimize the liability of incomplete records. Most importantly, ChartMaker can help yo to provide more and improved medical care. Althogh the medical marketplace has been ready for a prodct like ChartMaker, the programming tools reqired to make it a reality were not available ntil recently. Or staff sed the most modern technology available and broght over ten years of compterized medical record experience to design and program ChartMaker. Most electronic medical record systems grow ot of the desire to get clinical information into a compterized database. What yo have to do to get it there is a nasty little detail. We designed ChartMaker from the opposite direction. Or plan is to se compters to make the creation of patient records easier and better than it has been before. Ptting the data into the compter database is still the objective, bt how easy it is for yo to accomplish is a detail for or programmers, not for yo. ChartMaker is backed by or dedicated spport staff to help train yo and yor staff on how to compterize yor patient records, and to spport yor ftre needs. Most importantly, ChartMaker is designed to grow with yo to meet all of yor ftre patient record needs. Complete ChartMaker is a system designed to create a complete, consistent, and legible patient record in sbstantially less time than reqired to maintain records manally. Flexible ChartMaker is a flexible system that allows easy cstomization to meet yor individal medical treatment style and niqe needs throgh a ser-defined template process. Organized ChartMaker is a system that organizes all of yor medical information in one clinical record inclding information from otside sorces, sch as medical lab reslts, reports, and correspondence. Atomatic ChartMaker is a system that atomatically pdates yor medical information and provides yo with all reqired clinical paperwork, atomatically prodces letters and correspondence, and provides for cstomized qery. Easy to Use ChartMaker is an intitive, and easy-to-se system that does not reqire previos compter experience, and does not reqire yo to type information into the system. Cost Effective ChartMaker is a cost-effective system sing the poplar Microsoft Windows operating system. It is designed to tilize new compter technology that can improve efficiency and grow with yor patient record reqirements. STI Compter Services, Inc ChartMaker Medical Site

14 Medical Site ChartMaker Entry Point Step 1 to yor EMR ChartMaker Entry Point is a low-cost, modlar, Electronic Medical Record (EMR) System for medical practices. ChartMaker Entry Point shares a common database with the other components of the Medical Site and allows for the storage and recall of patient notes in an organized patient medical file. ChartMaker is designed to be installed in a phased implementation to move the medical practice from a hand-written, manal chart system to a legible, compterized, electronic medical record system. ChartMaker Entry Point is step one and designed to overcome physicians objections to time consming, compter data entry of patient data into the medical chart. Instead it focses on EMR benefits and minimizes the amont of hands on entry reqired by the physician. Installation Made Easier ChartMaker Entry Point ses a phased implementation approach that focses on the hman element in the EMR and addresses workflow concerns of moving a medical practice from their crrent paper based docmentation system to a fll electronic medical record system. In the past, implementing a complete EMR in a medical practice was an overwhelming process de to the introdction of new, nfamiliar technologies and a complete change in how physicians docment their patient notes. A Modlar Approach The ChartMaker Entry Point phased implementation approach is designed to redce physician stress, and overcome EMR complexities. The modlar approach focses on bilding patient content and providing yor medical staff with immediate EMR benefits while yo learn to se the system. Bilding Valable Patient Content ChartMaker Entry Point allows for the storage and recall of patient notes in organized patient medical files as well as scanning, prescription management, and laboratory data. ChartMaker Entry Point incldes the ability to track patient problems, medications, allergies, and recall reminders. Once ChartMaker Entry Point has been flly implemented and yor staff is trained and familiar with its se, additional modles can be added. For example, the ChartMaker Clinical modle can be added to allow the physician and yor staff to create or cstomize templates for specific needs and to provide personalized patient handots and additional correspondence. Bt the critical isse is that with ChartMaker Entry Point, yo are bilding valable patient content within the EMR as yo learn to se the system. Electronic Docment Management Electronic Docment Management is the first critical fnction to eliminating paper charts in an established medical practice. Before yo can become paperless, old paper docments need to be scanned into the EMR so that they are electronically manageable and accessible. ChartMaker Entry Point involves scanning of paper charts into ser-defined tabs within the ChartMaker EMR, and is the fondation of all ftre clinical data that is to be entered into the patient record. ChartMaker Medical Site 14 STI Compter Services, Inc

15 A Pragmatic Implementation Medical Site Since we first released ChartMaker in 1997, we ve learned how to move a physician office from paperbased to compterized patient charts. This experience is one of the primary benefits of sing or phased implementation approach. We Can Get Yo There Most physicians who commit to compterizing their practice medical records envision themselves sing a paperless system and accessing all patient data on compter workstations throghot the office. All patient charts are kept on the compter and the compter prepares all reqired medical docmentation sch as prescriptions, laboratory orders, patient handots, and correspondence to other physicians. Everything happens with the click of a compter btton at almost hyper speed. That is or vision too, bt realistically it does not happen overnight. We can get yo there, bt or approach is a pragmatic one. We realize that there are a lot of necessary steps reqired to transition yor practice from a paper-based environment to a paperless one. There are necessary, seqential, and logical steps that yo mst take to get from point A to point Z. One of or first goals is to bild critical patient content so yo will have patient information to access on yor compters. Once we bild patient content and yo have confidence in sing ChartMaker Entry Point on a day-to-day basis, we can discss additional options that meet yor practice needs. Less Financial Risk There is less financial risk to the practice. Many practices implement costly EMR software withot knowing if their staff or physicians will be comfortable with the system. Or phased implementation approach minimizes the amont of initial hardware reqired and yor financial risk. Yo add modles only when yo and yor staff are ready. Faster Charting Benefits The learning crve is redced. Physicians who try to inpt data dring examinations often feel ncomfortable sing a compter and maintaining eye contact with the patient. Typically that is becase they are not familiar with the system. Since the phased implementation approach initially reqires no initial physician data inpt, the physician is free to listen to the patient rather than fiddle with the compter. Eventally, physicians can add the ChartMaker Clinical modle to se templates to inpt their own patient data. Affordable The cost of the ChartMaker Entry Point System is so affordable that even the smallest medical practice can now implement a complete Electronic Medical Record (EMR) system. Or phased implementation approach allows yo to add additional software, training, and compter eqipment only as yor needs grow and as yo learn to se the ChartMaker Entry Point Modle. Simplicity The ChartMaker Entry Point System paper inpt form is mobile. Paper forms can go anywhere with the physician. As the physician moves from examination room to examination room a paper inpt form is the easiest way to enter patient data. Minimize Initial Hardware Costs There is less compter hardware in the initial stages of the EMR implementation. With or modlar, phased implementation approach, initial hardware costs are minimized. STI Compter Services, Inc ChartMaker Medical Site

16 Medical Site ChartMaker Clinical Step 2 to yor EMR ChartMaker Clinical ChartMaker Clinical provides standard templates that permit docmentation by exception if yo prefer. Standard templates are available for patient handots, instrctions, and correspondence to other physicians. Yo can even improve yor level of chart docmentation with or E&M Coding Assistant. To save yo time, ChartMaker Clinical incldes pre-designed specialty specific templates. With the ChartMaker Template Editor option yo can learn to modify the provided templates or create yor own. ChartMaker Clinical allows yo to modify templates on the fly either permanently or specifically for one patient enconter. Template Data Inpt The main advantages of templates are the ease and speed of medical data inpt. Becase templates are pre-designed to meet the specific needs of a medical practice, by simply clicking or pointing within a checklist, selective medical text can be qickly entered into a patient s medical chart. ChartMaker Clinical provides for the se of pen-based, wireless tablet PCs so that yo can qickly tap information into the EMR by sing a styls at the point of care. Templates also serve to provide yor staff with medical alerts and reminders based pon the format of the template itself. Important steps within the examination are highlighted. Gidelines, sch as an E&M checklist are also bilt into some templates. Data inpt costs are minimized becase information is simply clicked into the compter sing a styls or mose. Templates reqire minimal editing since most information is preset within the template and all yo need do is check off positive or negative findings into the EMR. Data Verss Text One of the most important characteristics of the template inpt method is its ability to distingish between nmerical data and text information. Medical information is often based pon nmerical data, sch as vital signs or the reslts of medical laboratory tests. These nmerical vales need to be tracked over time. ChartMaker Clinical Benefits Inclde: Prodce legible, and E&M compliant chart notes for proper billing prposes. Eliminate or redce transcription costs Redce errors and the time to docment a note or referral letter. Provide printed patient handots to redce medical liability. Template Familiarity Many procedres can be presented as lists that are readily compterized and resed. Many physicians crrently se handwritten lists. ChartMaker Clinical templates can dplicate these reminder sheets. Consistency The se of templates not only saves time, bt reslts in a degree of consistency among notes written at different times or by several physicians. ChartMaker Clinical allows for a strctred record that can be cstomized to meet the expressive needs of an individal physician, bt provides standardized terminology and content in each patient chart. E&M Coding Assistant The ChartMaker Clinical modle incldes an E&M template that is designed to help a physician follow E&M gidelines and determine the coding level for the examination. The template serves as a reminder to the physician of the E&M gidelines and helps provide a flow to the examination. Templates inclde preset normal and abnormal findings that correspond to a data inpt form completed by the physician. Usally, normal text and typical abnormal findings are preset within the templates and only reqire a pen toch or mose click to record a finding. The ChartMaker Clinical E&M Coding Assistant incldes a review window to help yo select the proper E&M code, based pon the extent of the examination. Medical histories, ROS, examination and other medical data are conted by the E&M template to help yo conform with E&M gidelines and to provide proper docmentation to spport yor coding levels. Pass Charges to ChartMaker Clinical Practice Manager Once yo determine the proper E&M code from the ChartMaker Clinical E&M Coding Assistant, yo can select and pass the procedre(s) and diagnosis(es) atomatically to the ChartMaker Practice Manager Billing System with a pen toch or mose click. ChartMaker Template Editor Option The ChartMaker Template Editor is an optional component of the ChartMaker Medical Site. Template Editor allows yo to create or modify medical note templates in yor EMR. ChartMaker Medical Site 16 STI Compter Services, Inc

17 EMR Advantages Medical Site The benefit of sing ChartMaker Clinical is obvios when yo consider that according to a recent stdy, the average time spent by physicians writing or dictating notes in patient charts is one third of total work time. Stored by Hand The paper chart has a large nmber of deficiencies. It mst be stored and retrieved by hand. After it is sed it mst be refiled. Lost Charts Paper charts are easily misplaced and can be lost when most needed. Estimates of the cost to resolve a misfiled chart are as mch as $75.00 per incidence. Expensive to Store The paper chart takes a great deal of office space and is expensive to maintain. One estimate of the crrent cost for a physician to maintain one active patient record is $49.00 per year. Accrate Information On the other hand, compterized charts allow for more accrate information. Storage is concise, efficient, and can be paperless. Chart Qery The electronic chart can atomatically smmarize information logically, and allows for qick and easy chart qery. Centrally Located The electronic chart is centrally located in the main compter server and is available for se by more than one person at a time. The chart can be electronically accessed remotely when needed. More Informed Decisions The compterized chart helps improve the qality of healthcare by giving yo access to historical information to make better informed decisions. Medication Review ChartMaker Clinical allows yo to easily and qickly review the medication history for each patient. The chart shows all medications crrently prescribed. In history, yo can review all past medications administered, as well as review drgs that were ineffective or cased adverse reactions. eprescriptions and Prescription Printing When yo see a patient for a problem, yo can review any medications that yo prefer to prescribe for this condition. With a mose click or pen tap, yo can prescribe and print or send the patient prescription, with dispensing and personal instrctions, pdate the active medication list, and add the drg to the patient s history. Paper charts are expensive, nreliable, and difficlt-to-se. ChartMaker makes yor patient records more sable, efficient, complete, and accessible from anywhere yo have internet access. Compterized patient records can save yo money, time, and improve the qality of patient care. STI Compter Services, Inc ChartMaker Medical Site

18 Medical Site Benefits ChartMaker atomates the prodction of redndant medical information, redces dictation time, and clerical time to handle and file charts. Medical records are kept consistent, timely, and to the point. Electronic Access ChartMaker Clinical electronic charts can be accessed by more than one person at a time, and they can be electronically transmitted thosands of miles in a matter of seconds to provide expert analysis for better patient care. Yo can retrieve yor patient records from the hospital, or home, or any location with internet access. Standardized Charts Standardization is intrinsic to ChartMaker Clinical. Each patient chart has the identical look and feel. This makes it easier and faster for yo to find information in different or nfamiliar patient s charts. ChartMaker brings together all the relevant facts in a standardized format. Physicians can now read each other s notes, and qickly find information. Rles and Reminders ChartMaker Clinical can remind yo of reqired patient procedres, and to deliver preventive services sch as immnizations, or tests. The system can provide qality assrance to review patients taking certain medications or with specific illnesses. Patient Record Secrity ChartMaker incldes an integrated patient record secrity system to maintain the privacy of yor patient records. Handwriting recognition, and signatre verification for patient record secrity and privacy are available. Less Paper Handling The compter redces redndant information handling. When yo enter the patient enconter into ChartMaker yo ve completed the clinical note; printed a prescription, with patient instrctions; pdated laboratory orders and medication lists; typed a referral letter; and pdated the patient s diagnostic smmary; checked for proper coding; and passed the charge information into ChartMaker Practice Manager for billing. Voice Recognition Managing yor time wisely is the key to increasing yor prodctivity. Most people can talk faster than they can type. With the ChartMaker voice recognition option yo can se speechrecognition software to inpt chart notes. Yo can even record notes anywhere, anytime with a handheld dictation recorder. When yo are ready to transcribe yor notes simply connect yor recorder to ChartMaker and yor words will transfer to the ChartMaker screen. Yo can qickly create medical reports, patient notes, and correspondence. Yo can se the ChartMaker voice recognition option in conjnction with ChartMaker Entry Point or with ChartMaker Clinical to add narrative to yor patient notes. Yo can eliminate most or all of the fees paid to an otside transcription service. There is no need to wait days for yor work to be transcribed. ChartMaker Medical Site 18 STI Compter Services, Inc

19 Prodct Description Medical Site ChartMaker is designed to organize patient charts, save yo time, and provide better medical care. All problems, reminders, medications, allergies and pertinent information are displayed on the first screen. The pen-tablet based ChartMaker System can be sed like a clipboard, making it less obtrsive in the physician patient enconter. Prodct Description Electronic Medical Record system sing the Microsoft Windows Operating System, Docment management system with ser-defined tabs, Pen based, dictation, voice recognition, and keyboard data entry options to prodce a patient chart with progress notes, inclding a reminder section for the Problem List, Medications, Allergies, Laboratory Reslts, and Miscellaneos Patient Information, Patient history to maintain past problems and medications, Graphical display of laboratory reslts inclding dates, ot-ofrange, and pper and lower limits, Atomatic chart generation and printing with ser defined pictre insertion and letter writing capabilities, Flexible, template option for ser-defined progress notes, Voice recognition option with insertion into the patient chart, In office to-do lists inclde lab reslts, transcription, phone messages and miscellaneos message information that fnctions as an internal message and reminder system, Prescription writing and storage inclding patient instrctions, Compter generated correspondence for referring physician letters, Windows OLE spport to provide for in-place editing and insertion of sketches, sond recordings, or images into the patient chart, Database search of patient information to inclde qery capability, nmeric and keyword searches, and condition searches, Recall and reminders appear on the patient s face sheet and in the physician s to-do list when overde, Flly integrated patient record secrity system. Using ChartMaker Clinical To access ChartMaker Clinical yo mst first pass throgh the Secrity System to prevent nathorized access to the patient information. When yo access yor personal to-do list, the first information shown to yo after sign on are yor rgent messages. ChartMaker provides messages throghot the office and messages can be delivered ranked by level of importance. Examples are calls from other physicians, hospitals, or critical laboratory work reqested. Once rgent messages have been reviewed, yo can access other phone messages, check lab reslts, or review patient reminders and medications on yor compter. To review a patient chart, the patient s name is highlighted on the screen and selected. Immediate information displayed incldes the crrent problem list, allergies, medications, reminders and miscellaneos patient information, as well as the most crrent chart notes. Yo can electronically search old notes for information, or review the chart on the workstation screen. Laboratory information can be reviewed or presented graphically. As laboratory information is reviewed, ChartMaker highlights reslts otside of normal vales. Yo can easily select a template(s) for the patient, based pon the chief complaint(s), and complete the evalation. Notes can be entered either by pen or dictated directly into the compter. Medical clip art or photographs can be placed into the patient s chart and annotated. Based pon yor assessment of the problem a plan may be formlated and either prescriptions written or laboratory work ordered throgh the system. With a ChartMaker Correspondence Template yo can qickly create and fax any reqired correspondence to a referring physician, based pon the information fond in the chart. Once completed and reviewed, the chart can be electronically signed. STI Compter Services, Inc ChartMaker Medical Site

20 well spported Yor investment in STI software is backed by or strong commitment to spporting or cstomers, improving or prodct, and serving the medical market. Specialty Modles Allergy Shot Room: ChartMaker has an optional allergy shot room modle for ordering, formlating and administering allergy injections. This modle allows yo to send the charges directly to ChartMaker Practice Manager withot additional steps. Pediatrics: Growth Charts are part of the patient record. Yo can print ot any of the standard growth charts as well as the data table. Yo can print p to 4 growth charts on a page. Optical Modle: Take control of tracking optical spplies and costs. STI offers an optional Optical Inventory Modle that incldes the ability to maintain inventory and optical prescriptions as well as billing for optical prodcts from ChartMaker Practice Manager. Anesthesia Billing: ChartMaker Practice Manager provides an option for Anesthesia Billing inclding the ability to atomatically perform concrrency calclations. ChartMaker Practice Manager aids in the tracking and calclation of concrrent anesthesia charges and applying proper modifiers. Complete Hardware Configration STI s hardware team continally searches for the most cost-effective and reliable hardware components to rn in yor office. Years of knowledge and experience are yors when yo prchase yor hardware from s. Bt, yo are also free to do yor own shopping, or se yor crrent system. We will gladly conslt with yo prior to making this investment. Total System Spport STI constantly pdates and enhances or software to keep yo crrent. With annal spport yo ll receive system enhancement pdates, additional training for new staff members, and nlimited telephone spport. STI provides all installation assistance and initial training at yor office location. We also provide free annal ser grop meetings to keep yor staff p-to-date. Hardware installation and maintenance is also available. Data Conversion We have experience in converting other system s patient data. Data conversion saves yor staff the time reqired to re-key patient information. Local Spport We are never more than a phone call away when yo have a qestion, or when yo need help. When software pdates arrive, we provide the spport yo need to qickly implement them. Or in-hose hardware maintenance grop provides on-site maintenance for yor hardware. As part of yor annal software spport agreement, all pgrades are inclded. Annal ser grop meetings are available. The Right Choice There are many factors to consider when choosing medical office management software. The ChartMaker Medical Site offers yo the secrity of knowing that it will work for yor practice not only becase it has the featres yo need today, bt also becase STI s design anticipates yor ftre needs. Combined with STI s reptation for nparalleled commitment to or cstomers, medical software experience since 1979, and prodct spport, STI is The Right Choice. More Information and Free Demonstrations For more information abot the ChartMaker Medical Site, or a personal demonstration, contact: STI Compter Services, Inc., Valley Forge Corporate Center 2700 Van Bren Avene, Eagleville, PA Copyright STI , all rights reserved. Copyright MIS , all rights reserved.