Certified Super User

Level 2 Certification

Certified Super User: I’ve got the basics, but I want to know everything DocuTAP

Overview: In this track, we’ll explore every nook and cranny of the EMR and PM, and provide smart ideas on how to optimize the solution for your practice. Be the go-to resource and trainer at your clinic as a Certified Super User.

Registration for this track includes all Certified Super Users Sessions. (No optional workshops.)


Click here to register now.


Wednesday, October 3

7:00 - 9:00 a.m. Registration
8:30 - 10:00 a.m.

Keynote: The State of On-Demand Healthcare

Tom Charland, CEO of Merchant Medicine and one of the leading experts in the on-demand/urgent care industry, will present this year’s keynote with a discussion of the state of the industry including where we’ve been, where we are, and where we’re headed.

In a follow-up to Mr. Charland’s keynote, Eric McDonald, CEO of DocuTAP, will discuss how DocuTAP is addressing the industry’s evolution.

10:00 - 10:15 a.m. Break
10:15 - 12:30 p.m.


- DOB search (DOB, VID, PID)

Edit Inj procedures setup and med orders and admin (strengths and forms, required admin)

X-ray tech procedure

Surgery editor

Alerts editor (months, weeks, days 5.9)

     - Critical and prevent chart lock

     - Alerts by ins company

Health maintenance

Security levels (new levels 5.9)

Lab definitions

Social history

Vital reference ranges and critical vital recheck

Screening questions

Tracking pending orders (labs, x-rays, referrals, callbacks, and more)

1:30 - 3:45 p.m.


Templates (HPI attributes, ROS, exam, template editor with copy and replace, renaming, etc.)

Quick workflow initiators (QWI)

Common procedures

Radiology orders

Available procedures

Required fields (wound repair, cast/splint, and more)

X-ray procedure editor and differences of x-ray screens

EMR coding editor/MDM components

E/M coding setup

Plan screen (best practices)

External physicians screen

Signoff screen

3:45 - 4:00 p.m. Break
4:00 - 5:00 p.m.

Attend a Session


Thursday, October 4

8:00 - 8:30 a.m. Keynote
8:30 - 12:00 p.m.

Front Desk and Admin

Patient queues and ClockWise (Remote Patient Registration)

PHI disclosures

Telephone encounters and instant message


Send records and visit history

Health record report

Real-time verification

Zip code editor

Merge patients

Copy option in demographics and insurance

Retail sales

Noon - 1:00 p.m. Lunch
1:00 - 2:00 p.m.

Attend a Session

2:00 - 3:30 p.m.


Utilizing the audit viewer                     

Wait times

Tplate editor

     - Assess/PMH common list maintenance

     - Encounter templates

User group options

User permissions

Password reset

Clinic info (defaults by IP for printers or locations) and time zones

Required fields

Menu order

Critical menus

Auto lock resource schedules and change timing

Patient portal

Direct messaging

3:30 - 4:30 p.m.

Attend a Session

Ask the Expert Panel - We are fortunate enough to work with thousands of clinics across the country, and have gained great insight into what works and what doesn’t. Come stump our panel with your best questions.  |

Equipping Clients to do Efficiency Audits  - In this session we’ll explore efficiency audit qualifications, equipping clients with the prep work and practical knowledge to analyze, maintain, and implement resources, and identifying key areas of improvement to refine inefficient processes.


Friday, October 5


8:30 - 11:00 a.m.

OccMed / Work Comp and Billing

Protocol set-up and OccMed guarantors

Quick workflow initiators (QWI) and automatic Dx

Fee schedule

Billing process with invoices and statements

WC payer in employer set-up

WC notes only in protocols

Case management

- Insurance company maintenance screen

New billing provider option

Batch payments, EOB denials and ERA auto posting

Workbasket criteria and setup

Collections screen

Contracts and clinic fee options

Bad Debt process

Collection process/letters

Card on file


EOB Batch Image

EOB Batch date change

Payment editor updates

11:00 - 11:30 a.m.

Closing Keynote


Please note: Schedules subject to change.



  • To see the Industry Knowledge and Perspective Track schedule, click here.
  • To see the Driving Optimal Outcomes Track schedule, click here.
  • Register for this event here.