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Default IOP is the most important selection here. Most providers choose to leave the other default settings until they are more familiar with the system.

Landing Portal: The default page that displays when you navigate to the EHR.
Show Extra Message When HPI Exists in EHR: Having this checked means when you add a chief complaint that already exists in the record, you will receive the following message 'This complaint is active in the medical file, the HPI is prepopulated with the latest findings, please update the HPI with the current findings.'
Default IOP Method: The method selected here auto-fills when documenting IOP in the exam. This can be changed on the fly as needed.
Default Print Mode: The default option when selecting to print an exam.
Show Verify Button: Displays the option to check for tampered data.
Show Normal Findings: When indicated as Signed Only, default normal physical exam findings will only display once the exam is signed.
Hide Normal Findings When Diagnosis Exists: Checking this box removes default normal physical exam findings when a diagnosis exists. Leaving this box unchecked will present the diagnosis as an exception to normal findings.

5. Select 'Done'.

Exam Types (Templates)

This section is where you add and edit all of your exam templates.

1. Login to Uprise. Navigate to EHR -> Configure -> Exam Configurations -> Exam Types.

Settings made in the Configure section are for the entire practice (all locations, all providers). As a default, access is restricted to only Administrator profiles. Additional access can be granted by editing a user's profile.

2. To edit an existing exam type, double click on the line. You can add a new exam type by choosing 'New' or copy an existing exam type by choosing 'Copy'.

3. Edit the caption section as needed, items defined below.

As a default, all pre-built exam types have the same code added for New and Established patients. For most practices, this is correct. You want to have the same code in both fields to reflect what the description is.

Description: The name of the exam type.
Sequence Number: The order in which that exam type will appear, second to how the patient was scheduled.
New Patient/Established Patient:
- Code Type: CPT or HCPCS
- Code: Default code for an exam. (Can be left blank) To add or edit a code, either type the code in the box or select the magnifying glass and search for the code, double clicking the one you want to add.
- Modifier: Default modifier for an exam. (Can be left blank) To add or edit a modifier, either type in the box or select the magnifying glass and search, double clicking the one you want to add.
Automatically Create an Appointment When Not Scheduled: Checking this box will create an appointment on your scheduler when an exam is started for a patient without an existing appointment.

4. Select the default Visible Groups by checking and unchecking the boxes next to each section. These are the groups that will display as a default for the selected exam type. They can be added and removed on the fly during the exam.

5. Add/Remove the testing sections, defined below, as needed. To remove an item, choose the red X. To add an item, select the magnifying glass next to the blank line, search, and double click to add. These tests can be added and removed on the fly during an exam as needed.

Default Screening Procedures: S-code screening procedures.
Default Other Tests: Tests that don't have a CPT code or don't get billed for. This is a good catch all section with a variety of uses.
Default Special Tests: Tests that have a CPT code and get billed for.
Default Binocular Vision Tests

Other Tests must be added to the Other Test configuration section before they can be added to a template. This is reviewed later in this guide.

6. Add any additional codes and/or modifiers to Default Coding Lines.

7. Once you are done making edits to the exam template, select 'Done' at the top.

Appointment Types

This section will allow you to map an appointment type to an exam template. This will allow the system to assume the correct exam type based on how the patient is scheduled. An alternate exam type can always be selected on the fly.

1. Login to Uprise. Navigate to EHR -> Configure -> Exam Configurations -> Appointment Types.

2. Select 'Edit'.

3. The Description column are your appointment types (edited under Admin -> Lists). In the Default Exam Type column, choose your exam type that should accompany the selected appointment type.

As a default, all appointment types are already mapped. You'll only need to map new appointment types or make edits as needed.

4. Select 'Done'.

Chief Complaint Categories

There is a robust default list of chief complaints. This section will allow you add or inactivate them as well as add notes specific to a chief complaint.

1. Login to Uprise. Navigate to EHR -> Configure -> Exam Configurations -> Chief Complaint Categories.

2. If you select 'New', you can enter a new chief complaint and associated notes.

The notes section is for information specific to a chief complaint and will populate when that complaint is selected. This is a good place to enter questions or information you want documented with that chief complaint. These notes can be removed or edited on the fly when added to the exam.

3. Select 'Done'.

4. If you select 'Edit', you can edit, add notes, or inactivate existing chief complaints.

5. Once you've made changes, select 'Done'.

Some Chief Complaints descriptions are hard coded and cannot be edited but they can be inactivated.

Other Tests

There is a robust list of Other Tests which can be added to an exam template or on the fly to an exam as needed. This section will allow you add or inactivate them as well as add notes. Other Tests must be added here before they can be added under Exam Types to a template.

1. Login to Uprise. Navigate to EHR -> Configure -> Exam Configurations -> Other Tests.

2. If you select 'New', you can enter a new other test and associated notes.

The notes section is good to pre-document normal findings. These notes can be edited on the fly during the exam when findings deviate from normal.

3. Select 'Done'.

4. If you select Edit, you can edit, add notes, or inactivate existing other tests.

5. Once you've made changes, select 'Done'.

Some Other Test descriptions are hard coded and cannot be edited but they can be inactivated.

Lens Design Categories

Providers will have the option to make design recommendations when finalizing a prescription. This section allows you to make edits to what can be recommended based on lens type.

1. Login to Uprise. Navigate to EHR -> Configure -> Exam Configurations -> Lens Design Categories.

2. Select 'Edit'.

3. You can edit the description as well as select and deselect lens types for each design. If the lens type is selected (dark) you will be able to recommend that design for that type. To inactivate a design, uncheck the active box on the right side.

4. Add a new design category by utilizing the blank line at the bottom and making appropriate lens type selections.

This section should only be used for generic design descriptions. Providers will be able to make specific brand recommendations from designs in the catalog.

5. To save your edits, select 'Done'.

Lens Material Categories

Providers will have the option to make material recommendations when finalizing a prescription. This section allows you to make edits to what can be recommended based on lens type.

1. Login to Uprise. Navigate to EHR -> Configure -> Exam Configurations -> Lens Material Categories.

2. Select 'Edit'.

3. You can select and deselect lens types for each material. If the lens type is selected (dark) you will be able to recommend that material for that type. To inactivate a material, uncheck the active box on the right side.

4. Add a new design category utilizing the blank line at the bottom.

5. To save your edits, select 'Done'.

Treatment Code Mappings

Treatment Code Mapping defaults the plan/treatment that populate the exam, based on your diagnosis and severity documented in the physical exam. Treatment Code Mapping is defaulted out of the box. You are welcome to use them as is, or they can be modified as needed. Be aware that there is no reset to default function for Treatment Code Mappings. These mappings apply to all providers across all locations, they are not unique to each provider.

1. Login to Uprise. Navigate to EHR -> Configure -> Exam Configurations -> Treatment Code Mappings.

2. In the Problem Code box, search for the code you want to edit the treatment plan on. You can either start typing the code in the box or click on the magnifying glass to search and double click the one you want to add.

Notice that the code you make edits to may not be the exact code you searched for. For most codes, you'll be mapping for the code without laterality.

3. At the bottom, you'll see the recommended treatment category, treatment, and severity.

4. Edit the treatment notes by selecting 'Add/Edit Treatment Note'. This will display the boxes where you can add notes. Click and drag on the slashes in the bottom right corner to make the treatment note boxes bigger.

5. Once you have added a note(s), select 'Done'.

6. If you want to add a treatment category, use the search box to search for the code or description.

7. Check mark the columns for the severity(s) you want that treatment to populate for.

8. You can remove a default treatment based on severity by unchecking the box in that column.

Adding and removing checkmarks in the severity column automatically save.

Exam Defaults (Rx Expiration, Default Dilation, Other Exam Preferences)

1. Login to Uprise. Navigate to EHR -> Configure -> Exam Configurations -> Exam Defaults.

2. Set the Rx expiration date for both spectacle lenses and contact lenses (either 1 year or 2 years).

3. Set whether you want the physical exam to default to ICD language or clinical description language. This is only what the system will default to and you can toggle between them as needed in the exam.

4. Set whether you want to document CD Ratio under prelim testing or the physical exam.

5. Enable or Disable CCD auto-generation. When this is disabled, you'll be prompted to generate a CCD after signing each exam.

6. Set your default dilation. You can start typing a drug name in the box and select from the drop down or click on the magnifying glass to search and double click to add.