Name: Happy Charting
Author: Happy Charting

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Cross-Browser Testing

Feature Management

Product Analytics

Virtual Reality

Development

Business Intelligence (BI)

Collaboration

Contract Analysis

Emissions Management

Payment Facilitation

Workflow

Enterprise

Accounting

Accounts Receivable

CTRM

Travel Management

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Management

Change and Configuration Management

Cloud Migration

Cloud Storage

Configuration Management

Data Deduplication

Database-as-a-Service (DBaaS)

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

Managed Public Cloud Infrastructure

Migration

Mobile Data Security

Mobile Identity

Network Performance Monitoring

SaaS Management

Sensitive Data Discovery

Software Composition Analysis (SCA)

Time Series Databases

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Email Marketing

Marketing Automation

Online Reputation Management

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Task Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales Enablement

Sales Incentive Compensation Management

Sales Performance Management

eCommerce Analytics

Sales

Cloud Infrastructure Entitlement Management

Intrusion Detection

Security

Aviation

Banking

Geographic Information

Insurance Agency Management

Insurance Claims Management

Physical Therapy

Vertical-Specific

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Happy Charting is an electronic medical records (EMR) software specifically designed for acupuncturists, according to the vendor. It aims to streamline the charting process and improve efficiency for practitioners, allowing them to devote more time to patient care. Happy Charting caters to practices of all sizes, from solo-practitioners to multi-practitioner clinics, and is widely used in the field of acupuncture, including traditional Chinese medicine practitioners, community acupuncture clinics, integrative medicine clinics, and wellness centers.

## Key Features

According to the vendor, Happy Charting offers the following features:

**Customizable Chart Templates**: Users can create personalized chart templates in Happy Charting, tailoring them to their specific needs and preferences. This flexibility allows practitioners to align the templates with their unique treatment methods and documentation requirements.

**Efficient Repeating of Treatments**: With just one click, users can duplicate entire charts in Happy Charting, saving time and effort, especially for practitioners who frequently administer the same treatment protocols to multiple patients.

**Favorite Point Combinations**: Happy Charting allows users to save their preferred point combinations, simplifying the charting process by enabling practitioners to quickly access and apply them to their charts.

**HIPAA Compliance and Data Security**: Happy Charting ensures compliance with HIPAA regulations, providing secure storage and protection of patient data. The software guarantees that patient data will not be sold, leaked, or misused.

**Accessible Charts Anytime, Anywhere**: Happy Charting offers users the flexibility to access patient charts anytime and anywhere with an internet connection. It is compatible with various devices and operating systems, allowing practitioners to access their charts on laptops, tablets, phones, and desktops.

**Intuitive Interface**: Happy Charting features an intuitive and user-friendly interface, designed to enhance user experience and minimize the learning curve. This allows practitioners to navigate the software efficiently and focus on providing quality patient care.

**Effortless Documentation**: Happy Charting simplifies the documentation process by providing predefined fields and options relevant to acupuncture practice. This feature enables practitioners to accurately document patient information, treatment details, and progress notes with ease.

**Comprehensive Patient Records**: Happy Charting organizes patient records in a well-structured manner, facilitating easy access and review of patient information. This comprehensive view of patient data supports better continuity of care and informed decision-making during treatment planning.

**Appointment Scheduling**: Happy Charting includes a built-in appointment scheduling feature, allowing practitioners to manage their schedules and book appointments conveniently. This feature helps optimize practice workflow and ensures efficient utilization of time and resources.

**Integration with Billing Systems**: Happy Charting seamlessly integrates with billing systems, simplifying the billing and invoicing process for practitioners. This integration eliminates manual data entry and reduces errors, ensuring accurate and timely billing for services rendered.

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Happy Charting

Medical Office EMR and EHR Software is designed to deal with the daily operations of a medical office.  It is available as desktop software, client-server software and internet-based software. While the terms EMR and EHR  are sometimes used interchangeably, EMR more often refers to digital records for internal use within the practice, whereas EHR refers to digital records that can be shared externally, with patients, other health care providers, insurance companies, etc.

Medical Office EMR & EHR

Billing and Claims Management

Managing the entire revenue cycle to help improve collection rates

Real-time eligibility verification

The software checks a patient’s insurance and benefits eligibility and tracks co-pay and deductible information.

Coding

The software helps users find the correct codes – whether ICD-9 or ICD-10 – for claims.

Claims management

This includes claim scrubbing, electronic claim submission, and automated claim tracking.

Claim scrubbing

Electronic Claim Submission

Electronic Claim Submission refers to the ability of the software to submit claims electronically to insurance carriers from directly within the application.

Automated Claim Tracking

Automated Claim Tracking includes features related to tracking claims throughout their lifecycle through automation.

Patient billing

The software can generate statements, send them to patients via mail or email, and process payments.

Payment Processing

Payment Processing features enable the medical office to receive payments for co-pays or out-of-pocket payments via popular payment methods directly from patients from within the application.

Electronic Bill Pay

Online Bill Pay

Online Bill Pay allows patients to remit payment for co-pay and services via an online interface

Create Patient Statements

The software can generate billing statements for patient on-demand for any time period.

Mail or Email Patient Statements

Patient statements may be delivered via postal mail or electronically via email

Automated Alerts for Overdue Claims

The software automatically generates and sends overdue payment notifications to delinquent accounts.

Superbill Generation

The software generates Superbills which encompass multiple practices, services, visits, time periods, etc.

Denial / Underpayment Management

Denial and underpayment management features

Patient Payment Histories

The system can generate historical balance and payment reports for patients.

Electronic Remittance Advice

The software automatically provides electronic notifications upon remittance of payments

Streamlined Data Entry

Streamlined Data Entry refers to the usability and seamlessness of billing and claims management function data entry.

HIPAA Compliance

Billing and claims features requirements for compliance with HIPAA

SiHCFA Compliance

Electronic processing for compliance with SiHCFA workers compensation regulations

Credit Card Processing

Credit Card Processing refers to the ability to receive payment from patients via credit card

CodeCorrect

Clearinghouse Integration

The software supports integration with medical payments clearinghouses out of the box.

Accounting Integration

Refers to the medical office software's ability to integrate out of the box with accounting applications

Reporting

Support for reporting features specifically designed to support billing and claims management.

Financial Reporting

Reports and dashboards allow users to understand the financial health of a practice.

Revenue Cycle Management

Revenue Cycle Management features enable a medical practice to easily report on and manage cash flow across payables , receivables with both insurance carriers and patients, etc.

Integration with EMR/EHR

The medical office software integrates out of the box with EMR/EHR software.

Patient Scheduling

Managing patient scheduling, appointment reminders, and patient check-in

Drag-and-drop Scheduling

The software supports a graphical calendar interface for easy scheduling of facilities, equipment, physicians, and other staff.

Facility Scheduling

Refers to the ability of medical office software to manage facilities scheduling.

Physician Scheduling

Physician scheduling features enable for dynamic and flexible scheduling of physicians

Rule-based scheduling

The software sets schedules based on a set of rules or criteria that account for various institutional and individual needs.

Automated patient check-in

The software streamlines the check-in process, with features like co-pay notification, digital ID photos, insurance card scanning, waiting time updates, and self-check-in kiosks.

Automated appointment reminders

Patients receive automated reminders via text, phone or email in advance of appointments to help decrease the number of no-shows.

Multi-location support

The software can coordinate scheduling across multiple locations, facilities or practitioners.

ZocDoc Integration

The practice software supports integration to ZocDoc for online patient scheduling out of the box

Calendar interface

The software provides a user-friendly calendar from which users can track and schedule appointments.

Medical Inventory Management

Inventory Management allows medical practices to track supply levels and manage re-ordering.

Automated Supply Tracking

Triggered Reorder Notifications

The medical practice software automatically triggers notifications for supply reorders to office staff when supplies run below set thresholds.

Electronic Medical Records

Digital charting of a patient’s medical and treatment history

Charting / document management

Practitioners can easily create a patient record, take notes, update patient information, and understand a patient’s history at a glance.

Templates

The EMR software includes pre-built and customizable templates to allow for easy, standardized organization of clinical data and notes.

E-prescribing

Practitioners can write and send prescriptions electronically, as well as approve or deny renewal requests.

SOAP Notes

E&M Coding Advice

The software provides advice on E&M coding.

Happy Charting

Overview

What is Happy Charting?