Allwell Pediatrics • Info

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U

User

Signed in

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Setup

Practice Name

Tax ID

Group NPI

Mailing Address Line 1

Mailing Address Line 2

City

State

ZIP

Add or edit locations, then Save.

Location Name	Address	City	State	ZIP	Phone	Fax

Assign providers to one or more locations.

Name	NPI	Locations

Add or edit insurances, then Save.

Name	Payer ID	Phone	Fax	Claims Address

Add or edit visit types, then Save.

Name

Add or edit visit statuses, then Save.

Name

Upload

Upload Type

Insurance Name

Upload a CSV or Excel (.xlsx) file.

Upload a CSV or Excel (.xlsx) file.

Upload a CSV or Excel (.xlsx) file with columns from your EMR Schedule export.

0%

Appt F/U

Patient Acc#	Patient Name	DOB	Insurance	Provider	Appt Date	Call Status	Reminder	Due

Recalls

Patients with no future appointment.

Patient Acc#	Patient Name	DOB	Insurance	Provider	Appt Date	Call Status	Reminder	Due

Not in ECW

Patient Acc#	Patient Name	DOB	Insurance	Provider

Termed Patients

Patient Acc#	Patient Name	DOB	Insurance	Provider	Appt Date	Call Status	Reminder	Due

User Performance Leaderboard

Reports

Select Report:

User Call Updates (Last 35 Days)

Date	User	Updates	Unique Patients	Scheduled	Other

Details

Patient Acc#	Patient Name	Source	Call Status

Active Pt Summary

Roster Date

Providers

Insurances

Date	Provider	Insurance	Patient Count

Termed Pt Summary

Roster Date

Providers

Insurances

Date	Provider	Insurance	Patient Count

Schedule Load

Provider Filter

Location Filter

Month

Target 25 patients/day

User Management

Full Name	Role	Phone	Username	Status	Location

Add User

Full Name

Role

Phone No

Username

Password

Status

Location

Add Location

Location Name

Address

City

State

ZIP

Phone

Fax

Add Provider

Provider Name

NPI

Locations

Add Insurance

Insurance Name

Payer ID

Phone

Fax

Claims Address

Notes

Add Visit Type

Name

Add Visit Status

Name

Appointment Follow-up

Appointment Facility Name

Provider

Appointment Date

Appointment Time

Visit Type

Visit Status

Patient Acct No

Patient Name

DOB

Insurance Name

Insurance Subscriber No

Medicaid Subscriber No

Phone 1

Phone 2

Call Status

Reminder

DUE

Notes

Not in ECW – Patient Detail

Appointment Facility Name

Provider

Appointment Date

Appointment Time

Patient Acct No

Patient Name

DOB

Insurance Name

Insurance Subscriber No

Medicaid Subscriber No

Phone 1

Phone 2

Call Status

Edit Termed Patient

Appointment Facility Name

Provider

Appointment Date

Appointment Time

Visit Type

Visit Status

Patient Acct No

Patient Name

DOB

Insurance Name

Insurance Subscriber No

Medicaid Subscriber No

Phone 1

Phone 2

Call Status

Reminder

Notes

Notes Log