1. Create a Clinical Note Under Your Test Patient
The first step is to access your test patient. Next, create a clinical note for this patient by selecting the "New Clinical Note" button. Then, enter the "Reason" for the note; we recommend using the title "Billing Presets."
2. Save the Billing Preset Clinical Note
After creating your Clinical Note, click the "Save" button.
3. Next, navigate to the dollar sign icon labeled "Generate OHIP Billing."
Next, navigate to the dollar sign icon labeled "Generate OHIP Billing."
4. Confirm OHIP Billing Warning
You will see the "Warning" pop up; select "Yes" to continue.
5. Select the Presets Option
In the "OHIP covered appointment" window, choose the "Presets" option.
6. Creating a New Preset
Under "Billing Presets," click the "New Preset" button.
7. Name the Billing Preset
Next, enter the name you would like to use for "Preset Name."
8. Select the Service Code
After naming the billing preset, select the "Service Code" you wish to apply, and then click "Save".
9. Confirm Billing Preset Creation
In the "Billing Presets" section, you can view all of your personal billing presets.
You have successfully created and configured a billing preset in EMERGE. This preset can now be utilized to optimize your billing processes.