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Overview

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The Connect Mobile Assistant (CMA) app can be accessed on an Apple or Android device like an iPad, iPhone, Galaxy phone, or Galaxy tablet. CMA is not currently available for tablet PCs such as a Surface. The device must be using Apple’s iOS or Google’s Android platform. CMA allows you to enter case information at the point of care.

CMA is a mobile application designed to assist the providers with their day-to-day at the facility if their billing office does not have access to the facility EMR System or the facility is too far from the office. CMA can display the provider’s schedule that was entered in CONNECT Front Office and/or allows the provider to enter cases live.

CMA is a mobile live Connect database native to the device and the following needs to be understood before beginning:

  • If the device is damaged, destroyed or CMA is deleted from the device, any cases not submitted is gone and there is no way to retrieve the information

Perform the following tasks in CMA:

  • Creating Create Cases
  • Setting Set Favorites and Defaults
  • Validate Cases
  • Submit Cases


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Frequently Asked Questions

Question

Answer

What happens to a case once it is submitted to Back Office?

Once a case is submitted to Back Office from your device, it is immediately available to be utilized in a new Charge Batch. The location of the case in Back Office is dependent upon whether images are attached.

Can I access other Providers’ appointments from CMA?

You only have the ability to access your own appointments in CMA.

How do I reset my password if it is forgotten?

Password resets need to be performed by your Practice’s administrator user or if you have access to CONNECT or Back Office.

Can I modify a case that has already been submitted to Back Office?

Once a case is submitted to Back Office, it can no longer be modified from your device. Changes must be made during case completion in Back Office.

Can I access CMA from my laptop?

CMA is limited to mobile devices only.

Can I enter more than one provider on a case?

You can select multiple providers, as well as procedures and images by selecting the green plus sign in that field.


Troubleshooting

If you cannot login into CMA, make sure that your user has a provider chosen from the drop down in CONNECT on the Manage > Users page.

Issues with the CMA application can happen. Before contacting support, please try some of these troubleshooting steps:

Question

Answer

Apple Users
  1. Close the application.
  2. Double-click the Home button, which will activate multi-tasking at the bottom.
  3. Hold your finger down on the CMA application icon to cause the icon to wiggle.
  4. Hit the red minus icon, which will quit the application; or swipe up.
  5. Hit the Home button again.
  6. Reopen CMA.

Note: If the error recurs after completing the above troubleshooting steps, take a screenshot of the error by holding down together the Sleep & Home buttons on your device. Your screen will flash and a screenshot will be captured and found in your Photos app. Email that screen shot to Client Services with steps to recreate the error/issue.

Android Users

  1. Close the application.
  2. Navigate to: Home → Menu → Settings → Applications → Manage Applications → Running Tab.
  3. Close the CMA app by tapping it and telling it to STOP. Note: From that same spot, you can also clear the cache. This sometimes helps instead of telling it to STOP.

Note: If the error recurs after completing the above troubleshooting steps, take a screenshot of the error  with your Android Device. In order to take a screenshot, your device must have Ice Cream Sandwich, with a version later than 4.0. Hold down together the Volume Down & Power buttons on your device. The screenshot will be captured and found in your Gallery app. Email that screen shot to Client Services with steps to recreate the error/issue.





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