Base Intergy

RIGHT-CLICK is your best friend and allows you to undo any mistake!!!

When to Use Base Intergy

Registering a patient record
Scheduling a patient
Checking a patient in or out
Scanning records to a patient chart

How to Set Your Preferences In Base Intergy

1. Log in to Base Intergy

2. Click on the options tab

3. Hover over desktop

4. Select Use Larger Windows

How to Modify Your Toolbar Icons and Order - Please note, these are my default settings

1. Click on the options tab

2. Click on User Toolbar

3. Select what you would like on your user toolbar

Patient Information / Shift + F1
Appointment Scheduler / Shift + F3
Patient Registration / Shift + F2
Work Tasks / Shift + F11
Secure Messaging
Task Administration
Report Selection / Shift + F12
Seperator
Charge Posting / Shift + F4
Account Payment Posting / Shift + F7
Insurance Billing / Shift + F8
Insurance Payment Posting / Shift + F9

How to Modify Your User Preferences

1. Click on the options tab

2. Click on User Preferences

3. You can modify anything and everything

How to Modify Your Patient Account Icons

1. Click on any patient and open their account

2. Click on the Options tab

3. Click on User Toolbar

4. Select Your Icons

Select Patient
Checkout Payment
Lab Order Request
Charge Posting

How to Register a New Patient

1. You can either click on the clipboard with the man icon or click on the Patient tab and select Register

2. Enter all patient information and select next

3. Enter insurance information on the next screen

4. Enter emergency contact and pharmacy on the next screen

5. Click Register patient

If you need to make changes to the patient information, you can search for the patient and then click on personal and make updates

How to Schedule An Appointment

1. You can either click on the calendar icon or click on the Scheduling tab and select Appointments

2. Click on the man in the magnifying glass to search for the correct patient

3. Select the mode you would like to use to view the schedule

1 - Resource Detail
4 - Multiple Resources

4. Click on the appointment time you would like to schedule

5. Enter the reason code AKA appointment type

6. Make any notes you need to

7. Click Save

8. You can right-click ANY appointment and do a number of actions:

View/edit
Cancel
Reschedule
Confirm
Mark as no show

How to Create a Recall

1. Log in to Base Intergy

2. Click on the blue man "patient information"

3. Find the patient you are looking for

4. Click on "scheduling"

5. Select the Recalls tab

6. Click "New"

7. Enter the information

8. Click "Save"

Please note, an automated reminder will be sent to the patient on the due date, so if a patient needs to be contacted a month prior before due, please consider this.

How to Check-In a Patient

1. You can either click on Blue Man with a Clock icon or click on Patient and select Check-In/Flow Tracking

2. This will give you a list of all patients scheduled today. You can sort by:

Location
Provider

3. You can modify your list to include or not include:

Scheduled
In-Office
Checked Out

4. Double click the patient (ANYWHERE)

5. Select the Event Code dropdown

6. Select IN for Check In

7. Once the patient is checked in they will turn yellow and IN will be in the event column

8. The Encounter number is the Charge Ticket #

How to Scan/Upload Documents Into a Patients Chart

1. Log in to Base Intergy

2. Search for the patient

3. Click on Imaging from the left column

4. Click the New button on the bottom left

5. When the pop-up box appears, click "Permit Use" and check the box, do not ask me again on this site

6. From the Category drop-down, select where the document should be uploaded

Administrative Documents
- Patient Financial Consent
- Photo ID
- Patient Information Form
- Insurance Card
- INSURANCE SECONDARY
- INS TERTIARY
- Driver's License
- Medical Records Release Form
- Covid Screening
- Authorization to Disclose
- PDEC Policies
- Card On File
- Clinical Reconciliation
- Portal
- Insurance Rx
- Pharmacy
- Referral
Radiology
- CT scan
- DEXA scan
- MRI results
- Uptick and Scan Results
- Ultrasound Images
- Whole Body Scan
- X-Ray
- Echo Report
- EKG Report
- NM Imaging Result
- Imaging Orders Sent Out
- US report
- Mammogram Result
FNA
- FNA Biopsy Results
- FNA Procedure Note
- Pathology Report
- Lymph Node Biopsy Results
- Affirma Results
Medications and DME
- CMNs
- Denials
- Medication List
- Authorization Forms
- Patient Assistance
- Rx Forms
Diabetic Records
- Blood Glucose Logs
- CGM Sensor Start Agreement
- Diabetic Eye Exam
- Insulin Scale
- Meter Download Report
- Diabetic Foot Exam
Patient Correspondence
- Correspondence
- FMLA
- Assisted Living Correspondence
- CDL
- Misc. Corr
Labs
- Lab Results
- Outside Lab Results
- Alert Lab Results
- Lab orders sent out
- Inbound labs
Medical Records
- Old PDEC Charts
- Outside Consult
- Records Received
- Fax Confirmation
- Operative Report
- Blood Pressure Logs
- Hospital Report
- Phreesia Clinical Hx
- Clinical Reconciliation
- Preauthorization
- Patient Health History Form
- Procedure Note
- Medical ROI
Immunizations
- Flu shot consent
- Immunization Report
Referral
- Incoming Referral
- Outgoing Referral
- Prolia Orders
- Reclast Orders
- Thyrogen Orders
- Evenity Orders
Miscellaneous Note

7. Once a category is selected, select the Description drop-down (subtypes listed above)

8. Click Import from File

9. Click on This PC

10. Click Permit All Access

11. Locate the share drive (X:)

12. Locate the document

13. Click the disc icon to save