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PHRQL Help

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Help Categories

A. Getting Started Guide(3)

  • 1. Platform Overview
  • 2. Accessing Connect and Coach
  • 3. Terminology

B. Adminstrator Guide(6)

  • System Administration(1)

  • Merging Patients
  • 1. Managing Security and Access
  • 2. Fax Account
  • 3. Session Billing Configuration
  • 4. Setting up program-wide e-mail templates
  • 5. Adding Program Forms

C. Dietitian User Guide: Patient Management(7)

  • 1. Adding Patients
  • 2. E-mailing a Pre-Assessment Survey (PSA) link
  • 3. Consent and Waiver Signatures
  • 4. Setting Goals
  • 5. Entering PES Statements
  • 6. Messaging Patients using Connect App
  • 7. Pre-Assessment Questionnaire Example (Printer Friendly)

D. Dietitian User Guide: Patient Sessions(5)

  • 1. Individual 1:1 Classes
  • 2. Follow Up Sessions
  • 3. Group Sessions
  • 4. Updating or Reviewing Past Sessions
  • 5. Switch Sites (Stores)

E. Dietitian User Guide: Billing and Claims(3)

  • 1. Generate a CMS-1500 Form (formerly HCFA-1500)
  • 2. Generate a Superbill
  • Generate CMS-1500 Form

F. Dietitian User Guide: Reporting(4)

  • 1. Snapshot Reports for Referrers of Patients
  • 2. Patient No Show Report
  • 3. Delta Report
  • 4. Create New Filter Report Template

G. Dietitian User Guide: Communications(3)

  • 1. Outgoing Faxes
  • 2. Incoming Faxes
  • 3. Fax Log

H. Using the Calendar(5)

  • 1. Scheduling a 1:1 Class*
  • 2. Scheduling a Group Class
  • 3. Scheduling Multiple Classes at Once
  • 4. Sync Calendar to another calendar
  • 5. RD Reminder Settings

I. Video Tutorials(10)

  • Patient Records – 1 – Resetting a Patient’s Password
  • Patient Records – 2 – Search for Existing Patient Record
  • Patient Records – 3 – Create a New Patient Record
  • Sending PSA – 1- New Customer
  • Sending PSA – 2 – Established Customer
  • Sending PSA – 3 – Viewing pdf file
  • Comparative Standards – 1 – Choose a formulae
  • Comparative Standards – 2 – Add Diet Modifiers
  • Comparative Standards – 3 – Dietitian Recommendation
  • Generate CMS-1500 Form

J. FAQ(5)

  • Is the PSA a required form?
  • Can you send 2 PSAs to separate customers who share an email address?
  • Can you run a report that shows how many patients were seen by an RD over a specific time period?
  • Why can’t I access PHRQL outside of my store?
  • What is the best way to work with two patients during the same visit?

K. Training Webinars(2)

  • Program Overview Webinar
  • Reports Training Webinar
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