Setting Up a New Account with DocCharge
Welcome to DocCharge! Below we will take you through the quick process of setting up your account on the desktop portal and the mobile app.
On the Desktop Portal
Invite New Users
Navigate to the practice tab on the top bar menu
Click the 'All User' sub-tab > Click 'Add' button in right upper corner (User will be added to the practice and will receive an email with temporary password to log-in). This option allow user to log-in without going through 'Registration' steps.
ALT OPTION: Click the Invite Member sub-tab
Click the add button on the right hand side of the screen
Fill in relevant info
Click Invite User: this will email an TOKEN (invite code) to the invited user(s) whereby user has to sign-up using the registration form.
This option allows Practice Manager to use this TOKEN (invite code) to register the users on their behalf.
This feature in DocCharge allows you to assign favorites to physicians in the practice by specialty. Favorite codes may be applied to all physicians in the practice or specific physicians.
Go to Practice tab >Assign Favorites
Assign Favorites ICD: Under Physician field select ALL to assign favorite codes to all physicians in the practice or a specific physician > Click SAVE
Assign Favorite CPT: Under Physician field select ALL to assign favorite codes to all physicians in the practice or a specific physician > Click SAVE
IMPORTANT: when assigning favorites, remember that these will override the physicians’ current favorite codes.
Review Your Subscription
Navigate to the practice tab on the top bar menu
Click the subscription sub-tab
Review your subscription data. The first 30 days is a free trial, and this page will allow you to upgrade your account.
Set Up Your Hospitals
Navigate to the hospital tab on the top bar menu
Click add on the right hand side of the screen
Fill in relevant information. The most important piece of info is the telephone number.
Click add new hospital
Test out Billing Features
Navigate to the billing tab on the top bar menu
Add a test patient to try out the different features
Click add patient on the right hand side of the screen
Click Add New Patient
Try adding charges. The charge entry module will appear in the screen that follows the add new patient screen.
Office Staff: How to Add New Patients to the DocCharge Portal
Whether you are a curious professional, a new member of our team, or a wise partner who needs a refresher, we’ve developed step by step visual instructions to help you navigate the DocCharge System.
CPT-ICD Selection
This sub-tab will take you to a screen that defaults to your favorite CPT codes. To switch to all CPT codes, select the any option under the favorite field in the search bar.
Favorite and create HOT CPT codes
HOT CPT codes are a list of user designated 6 (six) CPT codes that can be used to enter new charges very easily from the Rounding List screen in App.
To favorite a CPT code, click the star next to the CPT code
To HOT CPT, click the heart next to the CPT code (Maximum 6)
Create CPT-ICD Combos
Click the yin yang symbol immediately left of the CPT Code
This will take you to a screen that lists ICD-10 codes on the right hand side of the screen
Search by Code number, description, or through your favorites
Once you’ve selected your ICD codes, click update combo on the left of the screen
This sub-tab will take you to a screen that defaults to your favorite ICD codes. To switch to all ICD codes, follow the same steps as for the CPT codes.
Try Sending a Message to the Physician on Inbox (for Office Staff)
Navigate to the inbox tab on the top bar menu
Click send new message
Send a normal message to the physician
Select receiver
Type message
Click send message
Send an “ask medical opinion” message by clicking the second tab
Select receiver
Select relevant patient (try the test patient created earlier)
Type message
Click send message
The top right of the portal serves as your hub for account information and a resources with the following functions:
Allows you to switch RVU mode.
Allows you to edit account information except email address.
Leave feedback for DocCharge so that we can improve!
Logout
The “Help!” speech bubble links to the DocCharge Help Center, where you will find more information on DocCharge ranging from mobile application support to FAQs and troubleshooting.
Intercom
Intercom is a feature that allows you to ask a member of the DocCharge team for personalized help. Click on the button on the bottom right corner of your screen (pictured below) to access intercom.
