iSmart EHR

iSmart EHR is a user-friendly web-based system with an easy-to-learn interface. It is irreplaceable for mid-sized practices and solo practitioners. WCH developed and designed EHR in a way that is simple to navigate. The system is designed to represent accurate data, which can be synchronized through different settings. From making an appointment with patients and using templates specifically created for each specialty to developing an individual treatment plan, iSmart EHR is multifunctional and useful for the entire practice staff.


A good dashboard provides a quick glance into critical information. Additionally, it allows users to easily and quickly generate reports or examine the data driving the analytics—all with a few clicks of the mouse.

iSmart EHR dashboard boasts of usability. It is truly a boon to productivity, and it can help practices save time that they can reinvest into patient care. The primary reason why an operational dashboard was added to iSmart EHR is to provide a comprehensive snapshot of a provider’s performance. 

It shows its users the Total claims created (primary by DOS) and Total paid (including payment from Secondary) by DOS, without using too many filters. 

This Dashboard includes two graphics for the last six months that allows users to visualize amounts of Billed claims versus Paid claims, and compare last and current year’s results. 

For the convenience of our clients, the Dashboard displays Your Account Representatives contact information and various Notifications that we can post on the Dashboard, such as Holiday days, news, or different occasions.



EHR provides comprehensive and flexible scheduling by letting you create and view custom schedules for each provider and each location. The Scheduling tab of the patient chart is where you can view the clinic schedule and add or edit patient appointments. Each scheduling timeslot allows for 15-minute appointments. Every appointment is available for Edit, and you can also put a status on each visit as Arrived, Cancelled, or Missed.

Insurance Eligibility Verification Tool

We have a real-time Eligibility verification window integrated into the iSmart EHR. Within one access, you may have a connection to over 300 payers for real-time eligibility verification.
Electronic Eligibility verification saves your staff the time and effort of making phone calls.

Some advantages of using Eligibility checking:
• Real-Time Checks, No Phone Calls Needed.
• The option to perform real-time eligibility check at any time from the patient’s profile and keep the response for your records
• Real-time connections to Medicare, Medicaid, and more than 300 commercial payers within the same access.

Chart Records

iSmart offers a Quick view of the patient’s current vitals, recent and scheduled appointments, documents, lab results, problem list, current medications, active allergies, immunization chart, and recent activity. 

Patient records, including demographics, insurance plans, documents, medication management with pharmacy information, and messages, along with lab test ordering and results, are all just a click away.

An EHR is a real-time record that makes health information available instantly and securely to authorized users. EHR enables sharing medical notes with other health care providers and organizations, such as laboratories, specialists, medical imaging facilities, pharmacies, emergency facilities, and workplace clinics. As such, it contains information from all providers involved in a patient’s care. It has the potential to automate and streamline health provider workflow.

Within the electronic health records, there may be several forms of the patient chart records that can be customized based on needs.

Electronic Prescribing

iSmart EHR product has integration with the “Rcopia” application built on wide experience and certified by Surescripts, a platform that connects pharmacies. By using electronic prescribing management in iSmart EHR, practitioners can electronically transmit prescriptions, including controlled substances. 

The system shows drug-drug and drug-allergy alerts and warns prescribers about potential risks. A provider can choose to renew, refill or change prescriptions electronically. Additionally, users are enabled to generate prescription reports and customize different settings such as warnings and reminders to display. 

Besides, the prescribing window has two interface options and flexibility to customize the interface. Most importantly, by prescribing a medication with iSmart EHR, you do it through a certified and secure system.

MIPS Dashboard

The MIPS Merit-Based Incentive Payment System is a program where Medicare MIPS eligible providers must collect measure data and report to avoid payment adjustments and earn incentives. MIPS eligible providers must have easy tools for better understanding and management of their performance. That’s because the MIPS program requirements are getting more stringent, and negative adjustments are getting higher.

MIPS dashboard is a tool to assist providers with tracking their performance data in three MIPS categories:
• Quality;
• Improvement Activity;
• Promoting Interoperability.

MIPS dashboard has an easy-to-learn interface, so providers familiar with MIPS rules will find the dashboard pretty straightforward. For weak-informed practitioners, there is also an illustrated ‘Help’ to guide users on how to work with the page.

The first step is to confirm if a user is a MIPS-eligible provider, so there is a link to check eligibility.

By selecting the program year, the dashboard will show appropriate information such as timeline, performance period, instructions, and performance weight for each category.

Next, providers should have a clear understanding of what the MIPS performance period is because some categories require a full year measure data collection. In contrast, others have two reporting options – a full year and 90 consecutive days.

Finally, the MIPS dashboard allows users to produce a report based on data entered into the iSmart EHR system. The report shows that if the data documented in the system is sufficient to meet the minimum requirements of the MIPS categories; otherwise, there are warnings with tips of missing information.

Patient Portal PHR

iSmart EHR is integrated with patient portals that provide a better solution than buying both technologies separately.

It lets the patients conveniently and securely communicate with you and access their records anytime and anywhere. Our patient portal is fully-integrated with EHR. It thus helps save your staff’s phone time and minimizes distractions. Now, lab results sharing, prescription refill requests, and appointment requests can be handled from within the EHR.

Some of the advantages of using PHR:
• Access to personal healthcare records (PHR), including medications, lab results, diagnoses, care plans, immunization histories, and more.
• Exchange secure messages
• Request appointments, prescriptions, and refills
• Send external documents
• Easy setup
• Your patients will be able to request appointment visits through the patient portal.

Health Information Exchange

Health Information Exchange (HIE) is the capability to transmit electronically clinical data among different healthcare information systems. Even though providers can move business or financial information, in practice, HIE is an action that shares clinical data between two or more organizations.

One advantage of using Health Information Exchange is that it helps reduce expenses associated with:
• The manual printing, scanning, and faxing
• The physical mailing of medical information, phone communications
• The time and effort involved in recovering missed information

iSmart Electronic Health Records (EHR) system integrated with Health Information Service Providers (HISPs) to securely send and receive medical information including:
• provider’s name and office contact information;
• the common clinical data set;
• encounter diagnoses;
• cognitive status;
• functional status.

The integration allows users to exchange referrals directly in the iSmart interface without the need to switch between systems.


Electronic Superbill

The e-superbill is a feature incorporated into iSmart EHR. It is a form where users can select procedures rendered to the patient and diagnosis codes. Electronic superbill replaces an old-fashioned and requiring more time paper superbill forms with efficient, automated, and easy-to-use functionality.

The superbill page has a clear, intuitive, and customizable interface. The biller receives the superbill for processing the same minute you send it!

Advantages of using Electronic Superbill
• Reduce time for internal office operation: no more writing, mailing, printing out paper superbills.
• Save money by reducing paper and cartridge cost and save printer drummer from being so overused.
• Ensure accuracy as the information is never lost.
• Introduce simplicity: providing an easy, secure, and quick way to share billing and other related documents between WCH and our clients.
• Get insurance payments faster.

Overall, e-superbill in iSmart EHR is an effective and reliable way to transmit accurate data from the provider’s office directly to your biller in the most precise and rapid way.

Billing Information

To keep control of the situation, the claims need to be monitored regularly and on time. Of course, you also have a tool for this – WCH PMBOS client version. But what if you are away from your working computer/laptop? How do you see what is going on with your claims?

There is an elegant solution for this – a web-based monitoring tool. It simplifies the process greatly! WCH works hard to make the process easier for you and keep transparency for every claim you need to track.

In the Billing Info Module, you can track your Claims.

Payments Monitoring

Monitor payments through “Checks,” “Checks Search,” or “Checks to pay” by using different filters and create reports or export all information to Excel. 

Using the “Received Checks” Function, you can search for and manage recent payments by marking a payment as being received. This new feature gives our clients better control over their income. It also allows providers to check their transaction history.

Additionally, users who do not want these received checks to show up in their searches will be able to tag a filter for received checks. That allows them to see only unreceived (unmarked) checks that have not yet been analyzed.

We also added the ability to upload the EOBs!

Analysis Report (Billing Analytics)

This feature allows you to check and compare the financial performance over the past years, months, etc. The available filters in this section include the Provider, Referring Doctor, Insurance type, Primary, Secondary, Compare by Months, Quarters, and Years. 

You are able to run the following reports:
• Number of All Patients by Insurance Analysis
• Insurance Analysis by Claims
• Payment Analysis by Providers
• Payment Analysis by Procedures
• Payment Analysis by Procedures and Insurances.

Compare Paid Amounts

This report checks the amount received from insurance on the procedure data. It allows you to track the cases where the insurance company has reduced the payment.
Searching by Date of service range, you will see the list of all procedures with two columns to compare: Insurance Approved and Practice Min Amount.

The Aging report is also available!

Interactive Electronic Request/Response

Previously, healthcare providers and WCH account representatives had to contact each other via secure emails with regards to billing requests. Now, healthcare providers can attach (pdf) files and directly communicate with account representatives in the system, making it easier for the two parties to connect.

This new capability can simplify the process of billing requests, and as a result, expedite the claims processing and reimbursement. Healthcare providers can see requests and send responses with attachments. Dedicated Account representatives will see responses right after the provider submitted it.

All the replies within the correspondence will be in the claim notes.
The system is HIPAA-compliant, and this type of transition is entirely secure.

Just open your Notifications and start working.

Patient Billing

One of our other new great features is Patient Billing. This new feature allows our clients to have the ability to create patient bills and manage payments. We built an incredible system that allows you to create a bill for a patient only where the patient responsibility exists and may be billed to a patient.

No need to check every claim, whether there was a deductible/coinsurance or not, whether a patient has Medicaid or any other secondary payer, or whether the secondary claim is pending or paid.

Luckily, we implemented all of the above mentioned right into the program, and you can easily create a patient bill when applicable without additional work. The patient’s ledger with the balance is always available. At the time of the follow-up visit, the balance may be collected, if any.


We have incorporated everything that a healthcare practice may need into our iSmart EHR, and more is on the way. Nowadays, technology gives incredible opportunities that we use to build our system. We also regularly work with our clients and listen to come up with some new features and ideas eventually, so the provider spends more time on patient care. 

The New Year is the time for new beginnings, consider new Technology iSmart EHR that can transform your understanding of practice management and patient care!