Practice Management

Staff Accounts

Offboarding Staff

First, go to the Tasks Tab and verify that any tasks that were assigned to the employee have moved ownership to another active employee (or task group box that is monitored)

If your practice uses an authentication platform to login to Carby OS EHR:
Notify your IT team to remove the EHR-Doctors groups from the employee's profile

If your practice uses email, password, and SMS 2-factor authentication to login to Carby OS EHR:

Disable the staff account

1. Go to Staff settings
2. Search for the employee and click into their account
3. Scroll to the Provider Profile section
4. Find "Disabled" and toggle to TRUE (the toggle will turn Green)
5. Click Save in the top right corner

Submit a support ticket to Carbon Support Team and we will mark the staff account as inactive, which will remove the account from being visible in the EHR — this step is especially important because as long as the staff account remains visible, the following can happen:

• Other staff can assign tasks to that account (that can go unnoticed)
• Automated tasks would get assigned
• Other staff can tag that staff account in messages
• Other staff could go in and mark the account as enabled which would allow the departed employee to log in again

Manage Referral Providers

Duplicate the Template Tab

• Right-click on the template tab and choose 'Duplicate' to create a copy.
• Rename the duplicated tab as needed.

Required Fields for Successful Upload

• Highlighted yellow columns indicate required fields for upload:
  • Specialty ID
  • Provider Name
  • Fax Number
• Formatting instructions for fax, phone number, and address.

Adding a Referral Entry

• Example of adding a referral for the specialty 'Acupuncture':
  • Copy the ID and specialty name into columns A and B.
  • Provider name can be entered as either a medical center or a specific provider.

Completing the Provider Name and Group Name

• If referring to a medical center, type the name (e.g., 'Stanford Medical Center').
• If referring to a specific provider, enter their name and optionally the group name.

Ensuring Required Fields are Completed

• Ensure the fax number field is completed.
• Address is optional.

Preparing for CSV Upload

• Delete any example formatting rows before downloading the CSV.
• Click 'File' and then 'Download' to save as CSV.

Uploading to the EHR

• Navigate to the EHR settings and select 'Locations'.
• Understand that referral providers are managed by location.

Uploading the Referral Providers List

• Choose the location to upload the referral list.
• Ensure the CSV has the required fields in the correct order.

Validating and Importing the CSV

• Click 'Select File' to choose the CSV from your desktop.
• Click 'Validate and Import' to upload.

Confirmation of Successful Upload

• Look for the upload successful banner.
• Return to the previous screen.

Using the Updated Referral List

• When sending referrals, you can now select the newly added providers.
• For future updates, repeat the upload process with the updated tab.

[See video here] (https://www.loom.com/share/c9c730d10ed846ee99b5c3ede6a2900b (opens in a new tab))

Practice Settings

1. Access Practice Settings

• Click the settings icon on the left navigation bar.
• Select 'Practice Settings' from the menu.

2. Update Address and Contact Information

• In the Practice Settings, you can update the following:
  • Physical billing address
  • P.O. box address
  • Contact email for your practice
  • Phone number associated with your practice
  • Fax number for your practice

3. Adjust Medical Group Information

• Make adjustments to the billing name for your medical group.
• Update the NPI (National Provider Identifier) for your practice.

4. Update Location-Specific Phone Numbers

• To change phone numbers for specific locations:
  • Navigate to the 'Locations' section in settings.
  • Click into the specific location you want to update.
  • Set the desired phone number or fax number for that location.

5. Modify Billing Settings

• For updates related to billing settings:
  • Go to the 'Payment and Billing' section.
  • Update the tax ID for your practice.
  • Adjust fee schedules as necessary.

See video here (opens in a new tab)