Quick Tips Checklist
Quick Tips Checklist: Common Healthcare Software Tools
For Medical Staff & Practice Owners (Who Don’t Want to Call IT Every 5 Minutes)
EHR Systems (eClinicalWorks, Athena, NextGen, etc.)
- Clean Your Cache Weekly Sluggish chart loading? Blank screens? Log out and clear your browser cache. Fixes 80% of weird bugs.
- Use Chrome or Edge, Not Safari Most EHRs run smoother on Chrome-based browsers. Safari and Firefox are hit or miss.
- Bookmark Login & Support Pages Don’t Google your HER: bookmark the official login and help desk link to avoid phishing scams.
- Log Out Daily Leaving your EHR open overnight can lead to session timeouts and data errors the next day.
Telehealth Platforms (Zoom for Healthcare, Doxy.me, etc.)
- Always Test Audio & Video Before First Appointment One minute of testing saves 10 minutes of patient frustration.
- Use a Hardwired Connection (or Stand Near the Router) Wi-Fi drops = frozen screens and missed consults. If you can plug in, do it.
- Mute Notifications on Your Desktop Slack, email, Teams—mute them during calls so patients don’t hear your inbox explode.
- Use a Backup Plan Have your direct dial or office line handy in case the video call fails. Patients feel safer when you’re prepared.
Billing & PM Software (Kareo, AdvancedMD, etc.)
- Don’t Ignore Error Messages That "Code mismatch" or "Eligibility failed" pop-up? Take a screenshot and tell your billing lead. Fast fixes save claims.
- Export Reports Weekly Don’t wait for month-end. Weekly reporting = fewer surprises and better cash flow visibility.
- Bookmark Payer Portals Cross-reference denials or EOBs faster when you’re logged into payer systems already.
General IT & Workstation Hygiene
- Reboot Your PC Weekly Leaving it on 24/7 slows everything down. Restarting flushes memory and speeds things up.
- Keep Desktop Clean Too many desktop files slow down boot times. Save big files to your documents folder or shared drive.
- Lock Your Screen When You Walk Away HIPAA says so. Ctrl + L (Windows) or Command + Control + Q (Mac). Get in the habit.
BONUS: IT Support Cheat Sheet
- Write Down the Exact Issue “I can’t log in” is vague. “I get an error that says XYZ when I click Login” = faster fix.
- Take Screenshots or Photos of Error Messages Attach them to your ticket or email. It cuts guesswork in half.
- Know Who to Call for What Some issues go to your MSP, some to your vendor. Ask us once and we’ll give you a cheat sheet.
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