Top 10 Tips for Getting the Most from Medical Chart PlusMedical Chart Plus is a powerful electronic health record (EHR) and practice management solution designed to help clinics, private practices, and other healthcare providers improve documentation, billing, and patient care. Whether you’re new to the platform or a long-time user, optimizing your workflow with Medical Chart Plus can save time, reduce errors, and increase revenue. Below are ten practical, detailed tips to help you get the most from Medical Chart Plus.
1. Complete and Customize Your Templates
One of Medical Chart Plus’s biggest time-savers is its customizable templates. Spend time tailoring SOAP notes, intake forms, and procedure templates to match your specialty and typical workflows. Pre-populated fields, smart defaults, and conditional logic can cut documentation time dramatically.
- Identify the most common visit types and build templates for each.
- Use macros or quick-text for frequently used phrases.
- Review and refine templates quarterly to reflect changing needs.
2. Train Staff Thoroughly and Regularly
A system is only as good as the people using it. Provide role-specific training for clinicians, front-desk staff, and billing personnel.
- Run hands-on training sessions with real-case scenarios.
- Create a short internal manual or cheat-sheet for daily tasks.
- Schedule refresher sessions after major updates or every 6–12 months.
3. Leverage Built-in Reporting and Analytics
Medical Chart Plus includes reporting tools that can reveal operational inefficiencies and revenue opportunities.
- Track metrics such as appointment no-shows, denial reasons, billing lag, and top procedures.
- Use revenue cycle reports to spot billing or coding bottlenecks.
- Set monthly KPIs and review them with staff to drive continuous improvement.
4. Optimize Billing and Coding Workflows
Accurate coding and claim submission are crucial for cash flow.
- Integrate coding tools or reference guides into clinician templates to reduce coding errors.
- Implement claim scrubbing routines before submission to catch common errors.
- Use denial-management reports to identify recurring issues and correct root causes.
5. Use E-Prescribing and Labs Integration
Connecting e-prescribing and lab ordering with Medical Chart Plus streamlines care and reduces transcription errors.
- Enable e-prescribing for faster, compliant medication management.
- Link lab orders so results flow directly into the patient chart.
- Build favorite orders and medication lists for common conditions.
6. Configure User Roles and Security Properly
Protecting patient data and maintaining compliance requires careful configuration.
- Assign minimal necessary privileges per role (least privilege principle).
- Regularly audit user access and remove accounts for former staff promptly.
- Enable two-factor authentication if available.
7. Automate Reminders and Patient Communication
Reducing no-shows and improving follow-up can be automated within Medical Chart Plus.
- Set up appointment reminders via SMS, email, or phone.
- Use automated recall lists for chronic disease follow-ups and preventive care reminders.
- Standardize after-visit summaries to include next steps and contact info.
8. Integrate with Practice Tools and Third-Party Apps
Medical Chart Plus becomes more powerful when integrated with other practice systems.
- Connect scheduling, telehealth, and billing modules to avoid double entry.
- Integrate with payment processors for easier copay collection.
- Use APIs or HL7 interfaces where possible for laboratory, imaging, and referral communications.
9. Maintain Clean, Structured Charting
Consistent charting practices improve clinical clarity and reduce legal risk.
- Use structured fields when possible (diagnosis codes, problem lists, vitals) rather than long free-text only.
- Keep the problem list and medication list up to date at each visit.
- Resolve or close tasks and inbox items promptly to avoid missed actions.
10. Take Advantage of Support Resources and Updates
Vendor support, user communities, and regular updates are valuable resources.
- Keep software updated to access new features and security patches.
- Use vendor support for troubleshooting and best-practice recommendations.
- Join user forums or local peer groups to learn how others solve common problems.
Optimize incrementally: pick 2–3 of these tips to implement in the next 30–60 days, measure the impact, then expand. Small changes to templates, workflows, and reporting often yield the best combination of staff satisfaction and financial improvement.
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