myEvolv Essentials Workflow Demonstrations

An EHR that grows with you

Regardless of size, organizations need an electronic health record (EHR) that not only scales to meet changing needs but offers the customization and flexibility to best suit their clinical and billing workflows. myEvolv Essentials includes the features of a high-value EHR, including interoperability and reporting support, but at a reasonable price with quick and easy implementation.

The adaptable EHR enables agencies to efficiently manage referrals, scheduling, billing and much more, all at an affordable cost. myEvolv Essentials provides a holistic view of an individual, helping human services organizations achieve the whole-person care necessary to thrive in a value-based world. Check out the variety of demonstration videos based on specific workflows, topics or tasks.

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A brief introduction to myEvolv Essentials, a role-based EHR for human services providers that works seamlessly on any device, whether it’s online or offline.

This is an introductory video on how to create claims, based upon clinical documentation, for reimbursement purposes within myEvolv.

An overview of the check-in process for scheduled appointments, collecting copays, and scheduling follow-up appointments before checking a patient out.

myEvolv has the ability to combine multiple services provided in a period (day, week, month) into a single claim. This feature is known as “consolidated services” and is when the solution rolls up multiple services in a period and calculate units either on an individual service level or a combined service level.

View this high level introduction on how a direct service provider could access myEvolv to document shift notes, complete service encounter information quickly and efficiently, and more.

Quickly create an Electronic Eligibility Verification file, known as a 270 file, send it to the funder, then seamlessly process the returned file, all within the EHR.

Learn how to easily document key information into Group Progress Notes within myEvolv Essentials with very few clicks.

View the process of importing an 835 file from your funding source when your agency is not using Netsmart’s clearinghouse (RevConnect)

Easily manage accounts receivable to ensure payments are made timely and in full.

Learn more about the standard finance reports that your organization may use in order to see a complete view of the financial transactions and activities based upon your clinical documentation.

This is an introductory video on how to create claims, based upon clinical documentation, for reimbursement purposes within myEvolv.

Easily perform check-ins and review scheduled appointments in the Front Desk Calendar.

An overview of how to document a placement disruption, example being when a client is taken to a hospital for care, and how staff can also track the incident that led to the placement disruption for reporting purposes.

Learn about some recommended finance reports that your agency should review prior to “closing” the finance process for a month.

Manage any and all accounts with an outstanding balance in a single location within myEvolv Essentials.

Learn how to quickly post a manual payment within the EHR through this step-by-step guided demonstration.

Save time reviewing and recording progress notes with easy access to assessments, treatment plans and previous notes.

This feature can allow an organization to setup additional billing rules to ensure that the clinical documentation on file supports the requirements established by their funding source(s).

This feature is useful for when an agency needs to override the standard setup rate for a unique situation (example: when an agency has received approval for a rate that is different (either higher or lower) than the agency standard rate for a particular program/service.

Providers can create a new treatment plan for any program the client is enrolled in. Through the use of libraries (Wiley Treatment Libraries and/or through the creation of your own treatment libraries) the clinician can be guided by providing appropriate goals, objectives and interventions.

A Treatment Plan Review entails updating statuses for goals, adding new goals, and sending a plan to a supervisor/approver for feedback.