Setup Overview

Setup Overview

Setup Overview

Chartcaddy support will let you know by email when your database is ready for you to log in and begin setup. Follow each link in the five steps below to read a step-by-step guide on how to get your account ready to be used. These guides are tailored for organizations that intend to bill the Oklahoma Healthcare Authority, but we have indicated which steps can be skipped if that is not the case for your organization. If you have questions please contact customer support at 405-698-3681 or send us an email at support@chartcaddy.com.

Step by Step Guides for Setup

  1. Step 1:  Organization Information
  2. Step 2:  Facility Information
  3. Step 3:  Clients Information
  4. Step 4:  OKHCA Information (skip if not billing the OKHCA)
  5. Step 5:  Clearinghouse Information

Success After Setup

If you have questions or want to schedule a training once your initial setup is complete, please contact customer support. In the beginning we expect to provide a lot of training and support so don't be shy about asking for help initially or at any time after. Once you are setup and familiar with the basic operation of the system there are many ways to customize your experience:
  1. There are many configuration options that can change how the system looks and acts.
  2. The client payments feature can be used to keep track of client payments and create client invoices.
  3. The payrolls feature can generate gross payroll amounts for your providers.
  4. The client outcomes feature allows you to run client outcome reports.
  5. The client portal allows designated clients limited access to their information.
  6. The electronic signatures feature allows clients to sign forms online using either DocuSign or Foxit eSign.
  7. The Contacts feature can keep track of incoming referrals and generate a fillable PDF for data entry. 
  8. If you have an Oklahoma OJA contract you can enable the feature to upload billing information to JOLTS.
  9. Several third parties like Square Payments and pVerify can be linked to the system.
  10. Most forms can be changed to better support your needs, some based on client program.