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SYSTOC 7.52 Help
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About
SYSTOC
Contact
UL EHS Sustainability
Learning to Use
SYSTOC
and the Help System
Using the Help System
Quick Guides
Starting
SYSTOC
System Structure
Options View - F6
Bookmark View - F4
Reports List - F2
Data Screen and List Views
Data Screen View
Adding Data On the Fly (F5, Alt A, Ctrl B)
Jump to Related Data Screens (Ctrl J)
Common Fields
Session History and Screen Tabs
List View
Changing the Sort Order of the List
Exporting List Data Quick Guide
Searches
Search Quick Guide
Editable Grids
Keyboard Shortcuts
Top Menu
File Menu
Record Menu
View Menu
Favorites Menu
Special Menu
Reports
Record Tracker
Change ID
Changing IDs Quick Guide
Merge IDs
Help Menu
Check for Updates
Starting the Update Process
List Views
Preview Mode
Viewing Options
Data Filters
State Selections
Downloading Files
Training Data
Reset Training Data
Messages
Memo Editor
Creating Memo Forms
Reports
Report Favorites
Report Specifications
Parameter Selection Technique
Report Specification Changes Quick Guide
Report Sections Quick Guide
Viewing a Report on Screen
Report Stop Button
Exporting Reports
Email Reports
Report Help
Creating a PDF of a Report and Attaching to a Patient's Record
Report Printing
Report Viewing
Report Timing
Report Troubleshooting
Custom Reports
About State Forms
iSYSTOC
Customized Data Access
Appointments
Schedule Grid
Using the Schedule Grid
Refreshing Appointment Data
Schedule Color Codes
Patient Status Icons
Daily View
Weekly View
Group View
Print Schedule
Appointment Register Screen
Appointment Register Navigation Buttons
Add and Edit Appointments
Stopwatch Icon When Adding Appointments
Storing Co- and On-Account Payments for Group Insurance
Non-Clinical Appointments
Multi-Patient (NS) Appointments
Creating a Temporary Patient ID
Stacking Assignments
Finding Appointments
Print Forms Using the Form Print Button
Copying Appointments
Copying for a Follow-Up Appointment
Deleting Appointments
Appointments Quick Guide
Create Appointment from Register Screen
Create Appointment from Schedule Grid
Register the Patient on Arrival (Non-Rehab Appointment)
Make Follow-Up Appointments
Add Additional Orders to an Appointment
Change the Assignment of Orders for an Appointment
Rehab Patient Registration Quick Guide
Receive Referral and Schedule First Appointment
Insurance Information
Adding Authorizations
Recurring Appointments
Creating a Recurring Appointment
Recurring Appointment Conflicts
Billing
SYSTOC_EDI
Invoicing from Orders
Searching the Orders Screen
Editing the Orders
Selecting the Orders to Post
Selecting an Invoice
Adding an Invoice
Review the Charges
Commit the Charges
Invoicing from Orders Quick Guide
Invoicing from Orders
Creating an Invoice
Batch Reconciliation
How to Reconcile
Batch Reconciliation Quick Guide
Collections
Collection Letters
Creating or Modifying Collection Stage Letters
Collections Select Invoices
Preparing the Selected Invoices
Writing Off Bad Debt
Collections Quick Guide
Reports for Collection Activity
EOMB
Invoices
Invoices Screen
HCFA Invoice Header
UB Invoice Header
Charge Detail
Charge Detail Screen
Discount Information
Reversing/Voiding Line Items
Voiding
Reversing
HCFA 1500 Line Item Fields
Provider of Services (Billing Provider) on a 1500 Claim Form (HCFA)
Preprocess Audit Reports
Line Item UB Fields
Summary Information
C/R/A View
Line Item View
Classic vs. Line Item Analysis
Standard Invoices
Analysis of Invoices
Move Invoice(s)
Billing a Patient or Patient Guarantor
Posting Urgent/Primary Care Cash Payments
Process/Print
Process/Print Screen
Reprint Past Due Invoices
Reports Included in Processing
Adding Messages to Invoices
Reprint Past Process
Processing Invoices Quick Guide
Processing Invoices
Proving the Accounts Receivable
Proving the Processing
About Receipts/Adjustments
Receipts and Adjustments
Search for Invoices
Result of Invoice Search
Invoices to be Paid
Pay Charges
Applying Receipts and Adjustments
Applying EOMB Codes for Billing Secondary Payers (
SYSTOC_EDI
)
Enter Two or Fewer EOMB Codes Per Line Item
Enter Three or More EOMB Codes Per Line Item
Pay Charges with Reimbursable Amounts
Reassign Invoices With Balances
Payment Denied
Writing Off an Invoice
Refunds
Correcting a Processed Invoice
Handling Pre-Payments
Billing Procedure
Invoicing from Orders Quick Guide
Invoicing from Orders
Creating an Invoice
Batch Reconciliation Quick Guide
Processing Invoices Quick Guide
Processing Invoices
Proving the Accounts Receivable
Proving the Processing
End of Month
Reprinting Invoices
Tracking Charges
Tracking Charges from Orders
Clinical Work Area
Appointment Tabs
Schedule Tab
Schedule Tab Overview
Refresh Appointment Information
Schedule Grid Color Codes
Appointment Menu Options
Copy Appointments on the Schedule Tab
Making Follow-Up Appointments from the Schedule Tab Quick Guide
Patient Tracker Tab
Patient Information Tabs
Chart and Orders Tab - Current Orders
Selecting Orders
Deleting Current Orders
Adding Additional Orders
Adding Orders Automatically
Closing an Injury
Working with Attached Files
Attached File Icons
Attachments in PDF Format
Attached Memo Icon
Advancing the Work Flow
Marking Orders Done
Selecting a New Form
Chart and Orders Tab - Search Medical Record
Staple and Send Charts
Fax Stapled Documents
Email Stapled Documents
Chart and Orders Tab - Chart Box
Working with Chart Box Orders
Patient History Tab - Injury
Patient History Tab - Medical History
Allergy Record Alert
Visit History Tab
Clinical Work Area Report
Select a New Visit History Report
Clinical Work Area Quick Guide
Staple and Send Quick Guide
To Email a Chart from
SYSTOC
To Fax a Chart from
SYSTOC
PDF Reader
Company Folder
Company Setup Quick Guide
Companies
Setting Corporate IDs for iSYSTOC Access
Using Company Fields for Sales
Using Companies as Departments for Employee Health
Related Reports
Departments and Contacts
Accounts
Company Drug Programs
Company Drug Program - Additional Information
Drug Testing for Self-Employed Patients
Jobs
Job Toxins
Job Rating System
Job Ratings: Physical Abilities
Job Ratings: Environmental Factors
Job Ratings: Employee Health Factors
Job Ratings: Mets Table
Company Procedures
Company Procedures Quick Guide
Tasks for the Company Procedure
Service Contracts
Units
File Maintenance
SYSTOC
Setup Quick Guide
Attorneys and Collection Agencies
Benefit Organizations
EDI Destinations
Benefit Plans
About Billing Addresses
Billing Addresses
Clinic Locations
Locations Quick Guide
Using Locations
Location-Sensitive Reports
Fees by Location
Location Remit Address
Understanding the Remit Type
Adding Logo Banners to a Location
Logo Banner for Forms and Reports
Laboratories
Laboratory Account Information
Lab Test Codes
Medical Staff
Staff Affiliations
OSHA Toxins
Race Codes
Report Library
Report Specification Changes Quick Guide
Report Sections Quick Guide
Check for Updates
Starting the Update Process
List Views
Preview Mode
Viewing Options
Data Filters
State Selections
Downloading Files
Report Importer
Setup - Appointments
Appointment Types
Clinic Rooms
Appointment Groups
Appointment Groups Quick Guide
Patient Status
Scheduling Staff
Rooms
Staff Time Blocks
Setup - Billing
Set Up Billing Quick Guide
Billing (Invoicing) Compared to Tracking Charges
Collection Stages
Cost Centers
CPT4 Fee Modifiers
Discounts and Reimbursable Amounts
Understanding Discounts
Discounts for WC Self-Insured Companies
Set up Reimbursable Amounts
Discount Table Fees
Discount Table Names
EOMB Codes
Fees
Changing Fee Codes
Using Fees by Location
HCFA 1500 Type and Place Codes
Invoice Report Order
Occurrence Codes
Revenue Codes (UB)
Setup - Drug Screening
Collection Protocols
EAP Referrals
Specimen Collectors
Test Protocols
Test Components
Setup - Company
Insured Types
NAICS Codes
Service Contract Codes
User Defined Codes
Setup - Injury
Closure Codes
Exposure Codes
ICD-9 and ICD-10 Codes
ICD Targets
ICD Code Exceptions
Job Classifications
Treatment Type of Service
Work Restriction Codes
Setup - Orders
Task Prototype Planning
Defining Task Prototypes
Task Prototype Quick Guide
Task Prototypes Screen
Form-Based vs. Screen-Based Data Entry
Recommended Task Prototypes
Tasks for Attaching Reports
Sections and Task Types
Setting up Work Flow Sequences
Work Flow Sequences Quick Guide
Work Flow Sequences
Marking an Order Done Automatically
Assigning Work Groups or Owners
Copy Sequences Quick Guide
F3 Forms and Labels
Using F3 Memo (Non-PDF) Forms Quick Guide
Procedures
Procedures Quick Guide
Procedure Tasks
Instruction Tasks
Discounts for Tasks
About Billing Addresses
Procedure Forms/Labels
Recall Series
Recall Series Quick Guide
Recall Series Fields
Task Groups
Creating Master Groups
Creating Sub Groups
Assigning Tasks to Groups Quick Guide
Changing Group/Sub Group IDs
Task Status
Task Work Group
Setup - Screening
Calibration
Equipment
Test Reasons
Zip Codes
Injury
Authorizations
Creating New Authorizations
Using Authorizations
Removing an Authorization from a Treatment
Claim Information
Exposures/Sharps
Sharps Incident/Blood-Borne Pathogen Exposure Quick Guide
Injuries
Close an Injury Case
Reopen a Closed Injury Case
Recalculate All Open Injuries
Injury-Illness Visit Screen
Special Instructions in Order Memos
Injury/Illness Visit Quick Guide
Add an Injury or Illness
Record the Medical History
Record the Visit
Auxiliary Injury Tasks
Rehabilitation
Rehabilitation Case
Rehabilitation Referral
Rehabilitation Insurance
Rehabilitation Claim
Rehabilitation Authorizations
Searching for Other Rehab Patients
Deleting a Rehab Case
Staff History
State Form
Treatment
Effect of Staff ID Changes
Work/Patient Restrictions
Recording Lost Work Time
F3 Memo on the Treatment Screen
Making Referrals and Deciding to Close the Injury
Treatment Plans
Orders
Working with Orders
Adding Orders to an Appointment
Adding Additional Orders
Orders Added by
SYSTOC
Change the Assignment of Orders for an Appointment
Marking Orders Done
Order Memos
Editing Orders
Data and Print Button for Orders
Deleting Orders
Orders Screen
Adding Orders from the Orders Screen
Filter on the Currently Selected Patient
About Orders - Attach File
Orders - Attach File
Split Pages
Attaching Multiple Files
Scanning Documents
Converting a
SYSTOC
Report to PDF Format and Attaching to an Order
Orders Quick Guide
Add Orders
To Add Orders to Appointments from the Appointments, Inj/Ill Visit, or CWA
To Add Orders from the Orders screen
Attach a File to an Order
To an Existing Order Using the Attach File This Order Button
To an Existing Order Using the Circle Icon in the F Column of an Orders Grid
To a New Order
Data Entry and Print from an Order
Mark Orders Done
From the Appointment Register or Inj/Ill Visit screen
From the Clinical Work Area
From the Orders Screen
View the Day's Unfinished Work
To View a Day's Unfinished (Not Done) Workload from the Orders Menu Choice
To View a Day's Unfinished Workload (Based on Work Flow Sequencing) from the Clinical Work Area
Patients
Patient Summary
Creating Patient IDs
Determining the Appearance of Patient Identifiers
Patient Accounts
Medical History
Allergies and Conditions
External Encounters
Job History
Medications
Problem List
Vital Signs
Protected Health Information
PHI Disclosure
PHI Audit Controls
SYSTOC
Audits PHI Data When...
About Recalls
Recalls
Automatic Series Recall
Recall Letters Quick Guide
Creating Recall Letters
Linking the Letter to the Task Prototype
Defining the Recall Series
Entering the Triggering Event
Regularly Print Appropriate Recall Reports and Mail to Patients or Employers
Recall Letter Report Specifications
Recall Letter to Patient Report Specifications
Screening
Audiology
Audiology Defaults and Company Preferences
Age Correction for Audiology Test Results
Reporting Requirements and Baselines
Recheck Exam Considerations
Audiology Screen
Audiogram Analysis
Status Messages
Recheck Exam
Reanalyze Audiogram
Recording an OSHA-Reportable Hearing Loss
Audiology Quick Guide
Audiogram Results
Audiology Reports
Breath Alcohol
Drug Test Results
Drug Testing Guide
Configure SYSTOC for Drug Testing
Set Up Laboratories
Set Up Collectors and MROs
Review Test Reasons
Set Up Drug Component Task Prototypes
Laboratory-Specific IDs
Alere Laboratory Task IDs
Clinical Reference Laboratory Task IDs
Medtox Laboratory Task IDs
Quest Laboratory Task IDs
Set Up Drug Test Protocols
Set Up Company Drug Programs
Set Up Security and Preferences
Define Drug Test PDF for Company Procedure Tasks
Schedule Individual Appointments or Block Time on Schedule
Collect Specimen and Prepare the CCF
Drug Test Results
Enter Results Manually
Positive Results
Results via the HL7 Drug Test Interface
MRO Review
Report Results
Monitor Compliance
Related Drug Test Reports
HL7 Drug Test Interface FAQs
Gordian HRA
Health Risk Analysis Survey
Running HRA Reports
HRA Individual Reports
Wellness (Individual)
Progress (Individual)
HRA Group Reports
Summary (Group)
Progress (Group)
Hepatitis B
Automatic Recalls for Hepatitis Injections
Immunization
Using Immunization to Record Hep B Vaccinations
Job Search
Functional Assessment Physical Abilities
Job Assessment Physical Abilities
Lab and Miscellaneous Tests
Using Lab Test/Misc for Physicals
Using Lab Test/Misc for Surveillance Monitoring
HL7 Clinical Laboratory Configuration Guide
Configure SYSTOC to Receive Laboratory Results via HL7
Set Up Clinical Laboratories
Add Laboratory Test Codes
Set Up Task Prototypes for HL7 Lab Results
Check SYSTOC Permissions
Viewing and Reporting HL7 Lab Results
Lab Results - HL7
Result Statuses Defined
Abnormal Results Defined
PFT
PFT Predictive Equations
Respirator Clearance
Random Drug Testing
Understanding Random Numbers
Random Pools
Job History and Random Pools
Creating the Pool
Understanding Rates
Random Pools History
Void Selection
Random Pools History Detail
Random Number Generator
Random Drug Testing Quick Guide
Tuberculosis
Two-Step Preplacement Skin Test
TB Reports
Patient Risk Factors
Past Positives
Make Immunization Record
Tuberculosis Recall
Tuberculosis Quick Guide
Determine Current TB Status
Blood Assay for Mycobacterium Tuberculosis (BAMT)
Routine Tuberculosis Skin Testing (TST)
Positive Follow-up
Using the TB Bulk Loader Import
Step 1: Generating and Exporting Report Data
Step 2: Importing, Editing, and Saving Data in Excel
Step 3: Using the Import Engine to Load Data
Vision
SYSTOC PDF Forms Guide
SYSTOC
PDF Setup
Form Security Levels
Form Development and Backup
Setting Up Signatures
About Signature Devices
About Signatures
Creating and Saving a Signature for Future Use
Capturing and Saving a Signature Inside
SYSTOC
Using a Signature Capture Device from Utility
Using a Signature Capture Device in a Form
Capturing and Saving a Signature Outside of
SYSTOC
Using a Signature Capture Device
Using a Digital Scanner
Designating a Default Signature for
Tap2Chart
PDF Form Basics
Accessing Forms
Locked Forms
Optional Third-Party Software for PDF Forms
Understanding Forms and Charts
Working with Forms
Help for Individual Forms
SYSTOC
Forms Workspace
Saving Forms
Refreshing
SYSTOC
Data
Copying Prior Data
Using the Signing Tool
Signing a Form
To Remove a Signature that You Have Applied to a Form Field
To Modify a Signature Location or Size
Importing an Image
Freehand Drawing
Using the Stamp Tool
To Apply a Stamp to a PDF
To Delete a Stamp from a PDF
Flattening Forms
Forms Workspace Option Menu
Textbox Options
Editing Option Menu
Sign Here
Spell Check
Working in Design Mode
Resize a Signature or Textbox
Move a Signature or Textbox
Delete a Signature or Textbox
Sequencing Work Flow
Entering Historical Dates
Troubleshooting and Tips for PDFs
Tips for Working with PDF Forms
Tap2Chart
Utility
Bulk Change ID
Spreadsheet Preparation
Operation
Color Schemes
Transcription Imports
Preparing the Transcription File
Importing the Transcription File
License Renewal
Employee Health License
Media Types
Personal Preferences
Program Preferences
Browser Settings
Scheduling Options
Interface Settings
Clinical Work Area Options
SMTP Settings
Security
Current Users
iSYSTOC
Permissions
Assigning Task IDs to
iSYSTOC
Permission Groups
Permission Groups
Permission
Modify Permissions for LEVEL1 Access
iSYSTOC
Permission Components
Security Validation
User Information
User Activity Log
SYSTOC
Components
SYSTOC
In Depth
Converting Existing Authorization Data
Exporting
Dragging and Dropping SYSTOC Data into Excel
SYSTOC HL7 Exchange
SYSTOC HL7 Exchange Communication Requirements
HL7 ADT Inbound Interface
HL7 ADT Outbound Interface
HL7 Clinical Lab Interface
Continuity of Care Record Interface
Where Does Continuity of Care Record Data Come From?
CCR Header
CCR Body
CCR Record Footer
HL7 Document Interface
HL7 Drug Test Interface
HL7 Radiology Interface
Tracking HL7 Exchange Transmissions
Injury Visits
Managing Patient Discharge Information
Work and Personal Restrictions
Discharge Instructions
Visit Summary
Patient Permission is Required
Faxing from SYSTOC
Sending Email from SYSTOC
Understanding SYSTOC's Global Change Options
Changing IDs
Merging IDs
Move Invoices
Fee Change Utility
Cautions
Starting the Fee Change Program
Program Flow
Changing Fees - The Batch Update Panel
Viewing the Fee File and Your Changes
File Menu
Log Files
Tracking FMLA with SYSTOC
Setup FMLA in SYSTOC
FMLA Tracking Process
Managing Security in SYSTOC
Security within
SYSTOC
Network Security
Database Security
About the
SYSTOC
Sandbox
Applying EOMB Codes for Billing Secondary Payers (
SYSTOC_EDI
)
Enter Two or Fewer EOMB Codes Per Line Item
Enter Three or More EOMB Codes Per Line Item
SYSTOC
Setup for COB Claims
SYSTOC_EDI Setup for COB Claims
Adding and Removing SYSTOC on a Workstation
PureOHS
Extensions
Glossary
Legal
Release Notes and Known Issues
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