Getting Started
Setup Step 5: Clearinghouse Information
In general you need to pick one clearinghouse to use at a time, although Office Ally is always used as the clearinghouse for some payers. AdminisTEP The default clearinghouse used by the system is AdminisTEP because they offer a limited free option. ...
Setup Step 4: OKHCA Information
To check eligibility, submit billing, and transmit CDCs/PAs to ODMHSAS and OKHCA we need limited access to your accounts. You should hear back about these things within 1 business day. If you do not hear back by the second business day, it doesn't ...
Setup Step 3: Clients Information
Manual Entry of Clients To enter clients manually, please click "Clients" on the left side of the screen, then click the "New" Button. Make sure to always click the "New" button to add a new client, entering another client on the same page will ...
Setup Step 2: Facility Information
Underneath Settings, click "Facilities", then double click the line displayed in the middle of this page. Check over the information at the top of your Facility Information Page for accuracy. Please enter any information that is missing in the red ...
Setup Step 1: Organization Information
Please begin by logging in to ChartCaddy with the information sent to you in the email you got from ChartCaddy Support. It will require a code the first time you log in, which will be sent to the email you specified. You can use the "Send Text" ...
Setup Overview: Setup For Success
Welcome to ChartCaddy's Setup for Success Landing Page! 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 ...
Big Picture System Overview
ChartCaddy is an electronic medical records and billing system that is intended to improve the work flow based on, and drastically reduce the use of, paper forms. It is a web based system that can be used on any device with a relatively modern web ...
Reports Overview
While the system is document centric, you need to be able to find documents that you are interested in working with. In ChartCaddy the main way to do that is with a report. Most documents come with a dedicated report. A surprisingly important skill ...
Documents Overview
The system is document centric which means almost everything you do in ChartCaddy is accomplished by creating or finding the document you are interested in, and then working with that document. You select a document either directly from the main ...
Main Menu Overview
The main way to navigate ChartCaddy is the main menu, which is always on the left side of the screen after you log in. The main menu is simply a tree consisting of documents or reports that generate a list of documents. If you select a document from ...
Support Overview (Read This First)
Contact Us The best way to get support is by email (support@chartcaddy.com) or by phone (405-698-3681). Phone support is available during standard business hours of Monday through Friday, 8AM to 5PM Central Time except for nationally recognized ...