Active Projects:

Third Party vendors will require API keys in every state key.  AMD charges a one time implementation fee and monthly maintenance fees for every state. 

Submit order Request to AMD. Once approved by leadership, AMD will provide the individual API users and Passwords. 

To reset an API user password: 

If you need the password reset for API credentials go into Utilities | User Management, click the Locked button or the three ellipses and then reset the password. It needs to be 10 characters and include a number.

Once you have reset the API password, you need to inform the API vendor.

The API credentials should not be used by either the vendor or the practice to attempt to log into the Office Key. The credentials are usually meant to be entered by the vendor into the interface product (outside of AdvancedMD) to connect the systems. 

Current API vendors: 

• ZocDoc 

• Sully AI

Time Zones in AMD can be a little tricky. Different areas of the system pull different time zones, but they are not displayed on the screen. 

• * Changes made on the Mobile app, PM or EHR Column View, Provider List View, or left panel of EHR will reflect change made time based on local time of the user who made the change.  (ex. if you look at the PM side->Appt Hx-> Change Time. This will be in the timezone of the user that made the change)

  • • Time zone in the Appt HX window -> Audit Log will show up in the time zone of the user that is running the audit log (so this will be different depending who looks at it and what time zone they reside).

    • BEST PRACTICE FOR CLINICIANS- ASK ADMIN/ RCDS TO RUN AUDIT LOG ON APPT HISTORY WINDOW. Most team members will not know which teams users are on or how to look it up.  Clinicians don't have access to this audit report, so if the RCD runs the audit log, it will show in the RCD's timezone.  

    • BEST PRACTICE FOR COE- If cancelled through Thrive, look at the PM notes and the time stamp on the PM note will be in the state's designated time zone. OR the agent can ask an Admin staff to run the audit log from the appointment history window. It will appear in the time zone of the Admin staff running the log. 

•  * Changes made in EHR Classic Schedule will reflect change made based upon the Practice Time Zone. (Each state is set up in a specific time zone on both the EHR and PM side.  Split states will be assigned ONE timezone.  List of State Time Zones)

• * Changes made by API interfaces will likely be whatever time was sent by the API itself. (API User THR0811 will be in UTC time zone)

• * Changes on the ODBC will appear in PST.

• AMD REPORT CENTER may pull reports in the user's time zone that is viewing the report.  Ex. If I run the Usage Log in AMD, I will see the results in EST bc I am in EST.  However, if I have a co-worker run the same report with the same criteria, but he/she lives in a different time zone, then the report will show in that user's time zone.

• Time Zones on the EHR side will appear in the STATE'S Time zone when looking at signed documents. 

  • Documents (clinical notes, chargeslips, etc...) and the EHR Audits will appear in the STATE'S TIME ZONE

Example of a full Time Zone Audit: Timezone issues_ AMD Nov 2024 - Google Docs  *Restricted document

Bug- Inconsistent Time Zone Ticket from Engineer

Currently, all of our audit reports are pulled by Sal Orozco.  I request Carrier/ Provider Audits via chat prn.  He automatically emails the daily Resident Report to myself, Jen, Michelle, Michah and Todd (Plutus).  

• Resident Future Appointment Report with OON Clients   (Daily)-  RCM/ Plutus are supposed to filter it daily.  Jen works it weekly on Mondays. 

• Carrier Audit Folder  

• Monthly Provider Audit 

Setting up a State Key Monday Board- This has all items that must be set up in the key and the order it should be built in

Charge Code Descriptions that Clinicians see in their notes

List of State Time Zones- Time zones are added in multiple places under a state key.  PM side->Appt Reminders, System defaults.  EHR side-> Global Settings. Each state is link to ONE time zone even if that state is split between multiple time zones. 

Quick Reference: Cancellation Process for Clinicians 

Product Road Map 2024

Thriveworks Data Map 2024 (restricted access)

Copy of Thriveworks Data Map 2024 (EHR notes added) 

Zocdoc API user listing in AMD_ 2025

How Duplicate Charts are created 

Duplicate Chart (responses) 

External Duplicate Chart Form  

COE knowledge base on Duplicate Charts

Exporting and Importing Duplicate Chart Notes in AdvancedMD 

Duplicate Charts - EHR Note and Document Reassignment in AdvancedMD 

Moving Duplicate Chart Appointments in AdvancedMD 

Template: Duplicate Chart/ Incident Trouble shooting Template

B2B Structure -Workflow Monday Board

COJ Carrier Code Mapping 

Enterprise Partnership Cheat Sheet LIVE 

Enterprise Fee Schedule Template

Credentialing's Facility Management SOP - This document is to outline a facility replacement (change of address) leading the old location to have a Q code.

Location Changes Tracking Sheet

EHR Demo Update (Provider Facility Change Tango) 

Demo Update Clinician Name / Facility Change EHR SOP 

*** If we receive any tickets for EPIC or Cerner (Tufts clinicians), please reach out to Bailee Curtis and she will assist the clinician to open a ticket through their own system.*** 

Fresh Service SOP * 

SLA's 

AMD/EHR Fresh Service New Platform Testing 

EHR/ Integration Team Service Item Example

Communication Timeline for Clients when they book psych appointments

Clinician Onboarding Demo Logins (owned by L&D)

Clinician's Support and Resource Guide ( Sunny)

Entity List (owned by Legal)  

Entities Credentialing KB

Data Team Ticket Template  (always make a copy first)

Moving Locations/ Clinician Switch COE workflow (COE KB)

Integration Team Knowledge Share & Cross Training

OTA/ EHR Support Common Issues Log

Mechdyne Agent Log 

Log ALL incident chats on Monday Board for credit: (18) EHR Weekly Agendas 

Incident Severity Levels

Tango - Product Incident 

Product/ AMD incident template 

EHR Project Team Emoji System for Product/Dev Incidents

Template: Duplicate Chart/ Incident Trouble Shooting Template

KB Article Repository / Change Requests 

Updating KB Tango (ex. weblinks)  (*IN PROGRESS)

***Currently (2024.12) we are ONLY interfaced with Quest for labs.  ****

Labs:

How to Order Labs other than Quest (clinical KB)

Labs Set up in Monday Board  (Quest)

Adding Quest Labs to AMD SOP

Adding Quest Labs Miro Board

How to Build Ordersets in AMD SOP

Medications:  (*Psychiatry's RX team sets up clinicians' EPrescribing and assist verifying their accounts for EPCS) 

Special Pharmacy Requirements: Riteaid  (requirement in Feb)- require Diagnosis to be sent with the prescription. 

Bamboo Health Instructions

PDMP Set Up Project, folder and templates

Psych 3.0 Project EHR Build (AMD invoice and orders)

PMP & EPCS Project (MCD team's Monday board for EPCS set up and PMP)

PMP Gateway Licensee Integration Profile  (State Set up Template for all states excl CA)

CA Cures Template  (RX team to use for any new CA NPs)

Engineer SOP for Deactivating / Removing Users and Patients

• leads to: Deactivating a User/ Patient

Deleting a Client Record per Legal Request SOP 

Time Zones in AMD (In progress)

Carrier Request  (RCM and PNM)

Clinician Addendum Project- (Miro Board)

Decision Tree for Carrier Naming Convention

 Tricare migration 2025 (owner: Emily Hart)

EDI Enrollments (Owner Tiffiny Shaw)

Site Replacement Workflow (owned by Jeanne Suggs)

Thriveworks Data Map 2024 (restricted access)

Copy of Thriveworks Data Map 2024 (EHR notes added) 

Description:  Occasionally ACDs will need assistance in coverage. Please see the information below.  (minimum of 2 EHR team members to handle)

Log issues:  OTA/EHR Support Common Issues

Available OTA hours are listed below:

Monday-Thursday: 9am-7pm EST

​Friday: 10am-2pm EST

OTA Link:  

Outreach List (NPs, Zoom Issues, Compliance escalations)

Team Meeting link (for "breakout" room) 

Sunny Library Weblink

**Please note that each payor may have more specific requirements than are listed here. There are major payors that affect AMD set up across the board.**

Cigna - Has to have 2 payors per Cigna plan. One for the Cigna A1 fee schedule and one for Cigna A2 fee schedule. Clients only have a single option on the front end when booking. These are flipped by Plutus on the backend.

B2B Payors and contracts: 

• Enterprise Partnership Cheat Sheet LIVE 

• B2B Structure -Workflow 

• Synchronous notes  

Medicaid-  (TBD) Medicaid will require a new treatment plan, HW options, Plan level carrier customization.......

UHC- requires U5 modifier on all supervisor claims & requires special set up on the carrier level

RESIDENT/ SUPERVISOR REQUIREMENTS BY PAYOR: 

.Tel Psychiatry 15 Min Sessions:   (ALL STATES LIVE 1/22/2026)

• 3/5/2025- NC went live

• 4/23/2025- PA went Live

• 6/9/2025- VA and TX went Live

• 11/3/2025- CA went Live

In person Psychiatry appointments: 

• April 2025- VA started seeing In Person Psychiatry appts. 

• TX started seeing In Person Psychiatry Appts

• NC Started seeing In Person Psychiatry Appts

Psychiatry Intake Forms

• October 28, 2025- Pilot State: CT-  Psychiatry Intake Forms will start to be automatically sent via Thrive with Psychiatry Appointments (removed automation from AMD).  Please note, Psychiatry FAQs will still be automated from AMD for the time being. 

• November 18, 2025- FL and MI

Talk Therapy Intake Forms

• November 18, 2025- Pilot States FL and MI

AI Projects: 

• Sierra AI- COE front desk AI.  Testing "happy path bookings".  User will appear as THR0811 under bookings, but hover over the user and the email address will indicate that the booking was made by Sierra AI.  (POC- Emily Hart, Kate O, and Aziz)   

  • Name: "Luma"

• Convey- (Blue Sierra is Covey but not the Sierra used on the COE AI agent.) 5 RPA users in the CBO called "Earl - Earl4".  Convey is an automation process for the collections modules.  (POC Pam S and Sergio)  

  • Name "Earl"

• Blue Sierra possibly being used by Credentialing (with Medallion project) and later for onboarding clinicians

  • Name "Larry"

• Brellium- Is an AI system for Chart Reviews. (POC Amy Pearlman)

• Sully AI- (interviewing and demo'ing- no pilot yet) but in discussions with them for Clinical AI Scribing  (POC- Somers G for the moment)

Adding Carriers to AMD 

Claim Inspection Rule Build SOP 

EAP/Tricare Referral SOP - Google Docs  (RCM's SOP)

Fee Schedule Tracker (Brett's Monday Board)

How to fix a charge Billed under ALT profile code to the regular CN code (for RCM only- this is just for guidance)

How to fix source of payment info- Carrier setup 

How to look up if a carrier is attached to a fee schedule, how to look up rates on a fee schedule in AMD, how to look up which carriers are linked to a fee schedule through the carrier audits. 

Incident To Billing for Residents By State Monday Board (Theresa's)

Payer Rate Process

PNM Guide to selecting Financial Class, Carrier Category and Fee Schedules 

Renaming Carriers/ Breakdown

Reverse Sync - Product/ RCM/ PI

Setting up ERA Rules (special project with RCM)

Notes - Adding pverify to new insurance onboarding process - Google Docs 

Most reports now can be pulled by Admin staff from Looker. This allows to pull the data at a company level and not at an individual state key level.  There are still some reports in AMD that are useful to staff that EHR team will be asked about occasionally: 

Created/ Moved Appointments - RCDs can use this one to find out if clinicians are still using the "Move" Feature in AMD.   

• must be logged directly into the state key of the user booking/ moving appointments

• Can only run for a 30 day period.

• Log Directly into that State Key-> go to Reports-> Report Center- Appointments -> select "Created/ Moved Appointments*

  • You can click on the star and it will add it to your favorites list making it easy to find when you access the report center (you won't have to search for it)

  • Always advised when running reports out of AMD to run first as a PDF OR EXCEL to get a clear view what the headers of the report should be. If you want to filter the rerport yourself to run numbers or manipulate the data, then pull as a CSV.  You may need to use the excel/ PDF to identify which columns are which, but it allows you to filter and edit the report much easier as a CSV..

Missed Visits- 

Cheat Sheets:

Clinical License Cheat Sheet

Filtering for weekly Report_ RES CIR guidelines per state 

Supervisor Expectations 1st Call

License Change Management:  (SOP)

LCM Updates Manual Audit with Credentialing

Initial: License Change Management: EHR Configuration Ticket request 

Final: License Change Management: EHR Configuration Ticket request

Residents: (Configuration SOP)

Resident Billing Configuration with modifiers Meetings

Licensed Abbreviations

Multistate Provider Set up (these should go to Credentialing)

Multistate Provider Set up- EID 

Multistate Provider Termination Process (In progress)

*AMD Emergency SOP

Adding Quest Labs to AMD SOP

Adding Carriers into AMD SOP (Request and Build)

AMD Talk Therapist/Resident/Supervisor/NP Build SOP 

Carrier Build in AMD EHR SOP

Claim Inspection Rule Build SOP

Clinician Addendum Project- (EHR Team Build out and Plan) - Google Docs 

Data Build for Sync Clients in AMD SOP

Deleting a Client Record per Legal Request SOP 

Demo Update SOP - Credentialing's KB

• Location Changes Tracking Sheet (by credentialing)

• Demo Update Clinician Name / Facility Change EHR SOP 

EHR Audit Tool Tango

AMD Fee Schedule SOP (Updated in Feb 2025)    Linked to the Payer Fee schedule Change SOP 

• 2025 Updated Fee Schedule Template_DO NOT EDIT

How to Build Ordersets in AMD SOP

Integration Team Knowledge Share & Cross Training

License Change Management SOP 

Moving Medical Documents from One State to Another SOP 

Nurse Practitioner Configuration SOP 

Offboarding Clinicians - EHR SOP Parts 1-4

_OON SOP 1B.docx - Google Docs (from RCM)

Payer Incident to Policy Updates

Removal of Client Accounts Policy  

Resident Chart Build/ Supervisor Chart Build SOP

Resident Configuration SOP 

Resident Supervisor Reassignment EHR SOP (updating Bill As provider)

AMD Onboarding Resource Guide SOP -NA as of  summer 2024

Veterans Affairs (VA) Optum Serve Standard Operating Procedure - Google Docs 

• Military & Veterans Reference Guide - Google Docs 

Developers Resources

****MAKE A COPY OF ANY OF THE TEMPLATES BELOW. DO NOT EDIT ACTUAL TEMPLATE****

EHR Project Updates_TW logo 

FMEA

IA Task Template

Project Charter Template- mini

SOP Template

Template with TW  Logo 

Monday Board National Payor Template with Localities _2026 - Google Sheets 

Updated Fee Schedule TEMPLATE for AMD_2025.xlsx - Google Sheets 

Clinician Documentation Workflow

Group Therapy Work Flow

Healthwatcher Admin Guide

Late Cancellation / No Show Workflow

MBC: Clinical Documenting in AMD

MBC Client Experience 

MBC Trend Tracker

Medication Import Feature 

NP Documentation Workflow

OON Carrier Build Workflow

Resident Documentation Workflow

Supervisor Workflow

12/4/2025 Great Place to Work survey is live through Dec. 17 

11/21/2025- Added EHR Clinician Audit to the SOP section. 

11/19/2025- New "Pilot" section under the EHR Team Tab that describes all current Pilots and AI programs.

11/11/2025- Client Account Modification process go live scheduled 11/18/25

• Tickets will be able to be entered and visible on Thrive Support. 

• Chats will continue as normal.  A follow up discussion post go live is scheduled in December.

11/5/2025- Slowness Tracker Entry Form: AMD Slowness Tracker   Slowness Tracker Responses: AMD Slowness Tracker (Responses) - Google Sheets 

11/03/2025- California started Psychiatry 15 minute follow up appointments.  

10/30/2025- Rachael and Sherilyn will be OOO Nov 3 & 4th 2025

10/27/2025- Credentialing will be getting rid of Medallion and moving back to Simplyr. This project is in process. 

10/27/2025-  Dates to remember: 

• Tuesday October 28- Pilot State: CT-  Psychiatry Intake Forms will start to be automatically sent via Thrive with Psychiatry Appointments (removed automation from AMD).  Please note, Psychiatry FAQs will still be automated from AMD for the time being. 

• Monday November 3- Psychiatry 15 minute appointments will be pushed out in CA

• January 15 2026- We will have 5 clinicians start accepting Mediciad clients in SC and MA.

9/25/2025- Resident/ Supervisor Chart Build SOP creation: RESIDENT/ SUPERVISOR CHART BUILD EHR SOP - Google Docs   (can be found under SOP section)

9/25/2025- Comms RACI Communications RACI - Comms RACI.pdf - Google Drive 

9/17/2025- Updated Demo Update SOP: for both Facilities AND Name changes.  Can be found under the SOP section of this page: Demo Update Clinician Name / Facility Change EHR SOP 

9/13/2025- Join the Clinical News & Events Sunny Channel: Clinical News & Events | www.thriveworks.com 

- A Client List You Can Control, Now in ThriveCare   ThriveCare September Release

9/10/2025- Register for AMD's Fall Release webinar (Tuesday, September 23 at 12pm EST)   Even if you cannot attend

8/22/2025- All Configurations alert- Reference Document

8/4/2025- MSE template updates begin!

7/1/2025- CA Disclaimer BBS went live with Product.

*IMPORTANT DATES FOR AMD SUMMER RELEASE* May 28- Release Webinar, May 29- Wave 0 pushed to sandbox keys,  June 26- Wave 3 release to Production

6/18/2025- Removed Plutus rights to edit, add or change Responsible Parties. They are view only.  If a subscriber needs to be updated, they have to select from current Responsible Parties and can no longer edit the information- which changes the RP or creates a duplicate. 

6/13/2025- Clinician Addendum Project Go Live (Plutus Trained and Clinicians notified) Clinician Addendum Project- (EHR Team Build out and Plan)

6/12/2025- Insurance Card Capture V1 is now live! All new intakes will now get a task assigned via the Virtual Front-Desk to upload the front and back of their insurance cards. 

6/09/2025- June 9- 15 Minute Psychiatry Appointments rolled out to VA & TX.  The goal is to have all NP states live by the first week of July. 

6/5/2025- All Zoom issues should go back to Clinicdirector for assessment and assistance. 

6/5/2025- Rachael OOO 6/5- 6/6   Covering Contact: Sherry Allred sallred@advancedmd.com / 801-984-6234 

6/5/2025- Making some great progress on the Client Account Modification requests.

• COE agents will be getting their Hot Topic on 6/10/2025 regarding creating the client accounts in AMD THEN entering the Client Account Modification ticket to sync them.

• Product and Dev are working on a process for COE agents to add tickets directly from ThriveSupport and they are going to try to build a way for the ticket number to show on the client's account in Thrive support as well as the status.

• Road Map: Product and Dev are also going to be working on a plan to enhance account edits on Thrivesupport in the future to reduce the need for tickets in the first place.

5/28/2025-  COE Agent Concern - ticket to use if we find a agent error.   https://help.thriveworks.com/support/catalog/items/262

5/14/2025- Please sign up even if you can't attend:) "More release details to come but I wanted to get this out to you asap: "

• Educational and training webinar: https://info.advancedmd.com/2025SummerRelease.html - Wednesday, May 28 10am MDT

• 2025 Summer Release Flyer

5/13/2025-  Christine Aguilera is no longer the IC over our account. Margo Mathieson will be taking over the IMP-TW mailbox and so you can continue to email this address directly for any Implementation needs. 

5/12/2025- Empower Nation pilot expanding to Texas this week and 2 additional locations in NJ. 

5/5/2025 - Rachael will be out of office Tuesday, May 6th -  Monday, May 12th and returning on Tuesday, May 13th.

 Please use Key Accounts Support for all system issues and questions: 866-366-7818

 If you need anything else please reach out to:

• Lori Barber

• lbarber@advancedmd.com  P: (801) 871-1016

4/14/2025- Weblinks pointing to AMD Resources in AMD have been updated for all State/demo Keys. New link: AMD Resources (Sunny)

4/9/2025- Receiving a lot of complaints of slowness and AMD errors this week on both UI and API.  Created form for our team to use to track and find trends.  Please open tickets with AMD as needed as well as log on the form.  

• fillable form AMD Slowness Tracker 

• back end responses (to search for trends or add additional information to) AMD Slowness Tracker (Responses) - Google Sheets 

4/23/2025- Went live in PA with 15 minute appointments

4/15/2025-  Added Multistate Provider Set up Process under the Resident/ LCM / Multistate Provider section of this page.4/9/2025- MUSC / ANMED SC went live

4/8/2025-  Rachael OOO  Please reach out to Sherry Taylor for anything you need while I am out of office.    P: (801) 948-6476      sherry.taylor@advancedmd.com

4/7/2025- Sync MUSC and ANMED migration pushed back a week. 

4/2- 4/4-  Clinical Template updates Project (17 states per day)

3/28/2025- AMD has added the Patient Merge to our sandbox keys 991705, 991654, 993028 for us to test out.  Here is the documentation they sent over. I have also included a testing document for everyone to add ideas to.   Patient Merge SOP from AMD    Pt Merge Testing Document Deep dive testing by Steve: 

3/28/2025- You can organize your chats and spaces now! How to Organize your Direct Chats and Spaces: - Google Docs 

3/18/2025-  Changes in the clinical templates :AMD Template Changes 2025 - Communication - Google Docs   Go live week is April 2-4

3/18/2025- DQ qualifiers are required on the claim for UHC resident Incient To claims in addition to adding modifier U5. 

3/17/2025- PILOT: VA first in person NP is hired. We'll start seeing In Person Psychiatry appointments start March 24

3/3/2025- PILOT:  NC 15 Minute Psychiatry appointments (Go Live 3/5/2025)

3/3/2025- There are now 3 separate Group set up in NY.  See State Nuances for Details.  Group separated by titles (only state set up like this)

2/11/2025-  Added Incident Emoji guide under Incidents for quick access.  Dev team using new tool "Red Alert" to track incidents and will update the status there for their team and we will continue to use the emojis.

2/6/2025- NO LONGER NECESSARY Updated CA and 993028 with 2 new templates.  CA Individual Supervisor Note and CA Client Collab Review.  (no residents at this time, but the supervisors will have a different workflow than other state keys). More details can be found on the State Nuance- CA page.

2/4/2025- Lindsie Johnson- new sales rep and Hayden is moving off.  

1/29/2025- Empower Nation went live in in NJ this week.  (pilot)

1/27/2025- ***Completed***  corrupt templates on 993028 post Pegasus release.  Need to verify other sandbox keys.  Corrupt Templates post Pegasus upgrade on 993028 - Google Sheets    (991654 seems to be ok regarding the templates)

1/27/2025- updated the LCM SOP to include deleting of rules requested by Credentialing.

1/24/2025- Notice from AMD that they will no longer be accepting emails to interops for tickets starting on Feb 24.  (these are tickets specifically for ODBC or API issues that are sent to Chris Schell and Team). They will be retiring jira and switching to Newsuite for ticket management.   Here is the new website form to complete to add tickets: 

1/22/2025- New section for Active Projects added for information.

1/22/2025- Empower Nation Go live this week.  

1/16/2025-  Rachael OOO on Friday 1/17/2025- go to Sherry Taylor <sherry.taylor@advancedmd.com> 

1/16/2025- License Abbreviations for Residents

12/19/2024- new Tango for Resetting your settings in Google Chrome and Microsoft Edge added under KB articles 

12/17/2024: Rachael End of Year Coverage: 

• 12/18 and Afternoon of 12/19 - Richie covering rleato@advancedmd.com

• 12/20 - Mauro covering mgusman@advancedmd.com

• 12/26 -12/31 - Becca covering becca.mota@advancedmd.com

• AMD closed 12/25/24 and 1/1/25

12/16/2024: Year End Reviews are due no later than Wednesday this week.  Here is a guide : 2024 Year End Review - Employee Guide - Google Docs 

12/16/2024: If clinician is a rehire, it should go to Rachael  

12/6/2024: If we have an incident that needs carrier updated on account or more information collected from the client, please chat April Wade or Tabitha Krebs

12/5//2024: Rachael is OOO 12/6 and 12/9.  Please contact Tammy Svedin / tsvedin@advancedmd.com  /  801-984-4636 for emergencies during that time

12/1/2024- Eligibility will be turned off in AMD across all state keys.  All eligibility will be run through PVerify (outside of AMD).

11/29/2024- Added Claim Inspection Rule Build SOP

11/12/2024- Thriveworks Incident Status Page (still in the pilot phase and not available just yet)

11/08/24 - On the Initial LCM Ticket, we will now be updating the Title on the clinician's Profile page 

11/07/24 - Initial LCM workflow update - must add Carrier is NOT BHP01  to new Claim Inspection Rule for Resident (no need to remove it during Final LCM) 

10/24/24 - Going forward you will start to see 01 at the end of the titles for all Residents

9/24/24 - New SOP for Activating/ Terming Supervisor FS tickets

Archived Documents but could be useful 

AMD Creation List- EHR Team - Not Applicable as of 2024- EHR team no longer build Provider Profiles.  Credentialing does that now

EDI Enrollments Miro Board (During CHC Outage 2024)- no longer applicable

Mapping of cancelation reasons from ThriveWeb / ThriveSupport to AMD - Outdated as of Nov 2024- Needs updated link to new reasons

*Master Provider Spreadsheet (this was used when we implemented AMD (providers, Practices, facilities, time zones, Go live dates, etc...)

Setting up a State Key Monday Board- This has all items that must be set up in the key and the order it should be built in

Charge Code Descriptions that Clinicians see in their notes

List of State Time Zones- Time zones are added in multiple places under a state key.  PM side->Appt Reminders, System defaults.  EHR side-> Global Settings. Each state is link to ONE time zone even if that state is split between multiple time zones. 

Quick Reference: Cancellation Process for Clinicians 

Product Road Map 2024

Thriveworks Data Map 2024 (restricted access)

Copy of Thriveworks Data Map 2024 (EHR notes added) 

Clinical Configuration in AMD  (**In Progress)

Client Forms (send through AMD Pt Portal)    Build, Test, Auto sign, Archive

Clinical Templates: (naming convention, updates, process, linking to visits, testing, Committee, etc...)

• SOP

• Clinical Template Change Monday Board (use this as a template and copy and create new Monday Board each year for changes)

  • Compliance: Note Template Change Management - Google Sheets 

• Word Document Templates (update with clinical templates)

  • Notify users of updates: (Katie Stoltz -RCD for IL clinician Sebastian Anson)

Clinical Templates: Link to Appointment Types

Clinical Templates: Data Fields

Clinical Templates: Word Merge

Global Settings (Time Zones)

Link Labs to NPs

PM Configuration in AMD  (**In Progress)

Appointment Types  (what's available in Thrive and what is only available in AMD)

Appointment Confirmations

Carriers

Claim Inspection Rules

CPT Codes

Facilities

• Q Codes- When a TW's physical location has more than one suite, their facility codes are normally the same, however in AMD we have to create 2 separate facilties. We will add a Q as the first character to replace the 1 so the last 4 digits will match the original code

• Dropping the C in front of the facility code

• Meta Locations

Practice/ Groups

Provider Types

Provider Profiles (bill as providers)Schedules/ Columns

• Q Codes- are normally a clinicians Alternate code.  

Setting up Time Zones

System Defaults

Write Off Codes

Setting up a State Key Monday Board- This has all items that must be set up in the key and the order it should be built in

Charge Code Descriptions that Clinicians see in their notes

List of State Time Zones- Time zones are added in multiple places under a state key.  PM side->Appt Reminders, System defaults.  EHR side-> Global Settings. Each state is link to ONE time zone even if that state is split between multiple time zones. 

Quick Reference: Cancellation Process for Clinicians 

Product Road Map 2024

Thriveworks Data Map 2024 (restricted access)

Copy of Thriveworks Data Map 2024 (EHR notes added) 

Clinical Configuration in AMD  (**In Progress)

Client Forms (send through AMD Pt Portal)    Build, Test, Auto sign, Archive

Clinical Templates: (naming convention, updates, process, linking to visits, testing, Committee, etc...)

• SOP

• Clinical Template Change Monday Board (use this as a template and copy and create new Monday Board each year for changes)

  • Compliance: Note Template Change Management - Google Sheets 

• Word Document Templates (update with clinical templates)

  • Notify users of updates: (Katie Stoltz -RCD for IL clinician Sebastian Anson)

Clinical Templates: Link to Appointment Types

Clinical Templates: Data Fields

Clinical Templates: Word Merge

Global Settings (Time Zones)

Link Labs to NPs

PM Configuration in AMD  (**In Progress)

Appointment Types  (what's available in Thrive and what is only available in AMD)

Appointment Confirmations

Carriers

Claim Inspection Rules

CPT Codes

Facilities

• Q Codes- When a TW's physical location has more than one suite, their facility codes are normally the same, however in AMD we have to create 2 separate facilties. We will add a Q as the first character to replace the 1 so the last 4 digits will match the original code

• Dropping the C in front of the facility code

• Meta Locations

Practice/ Groups

Provider Types

Provider Profiles (bill as providers)Schedules/ Columns

• Q Codes- are normally a clinicians Alternate code.  

Setting up Time Zones

System Defaults

Write Off Codes