Online Help

Manage Patient Information 16

• Adding a New Patient to the EMR
• Basic Information & Address
• Patient's Billing Information
• Tags
• Past Medical History

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Patient Portal - Help for Providers 13

• Enabling Patient Portal Access
• View & Troubleshoot Patient's Portal Access
• Invite Patients to Join the Portal or to Reset their Portal Password
• The Patient Portal Onboarding Tool
• Patient Portal Access - multiple accounts under a single email address

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Preferred Facilities, Specialists, and Communicating About Care 4

• Assign or Edit Preferred Pharmacy, Laboratory, Specialist
• Send a Referral to an External Provider
• Manage Facilities & Specialists Database
• Letter Templates for Work, School, Jury Duty Excuse Letter or Others

Health Maintenance 2

• Health Maintenance Trackers
• Health Maintenance History

Communicating with Patients 2

• Send a Secure Message
• Sharing Video Education with Patients

Patient Portal Queue 3

• Patient Portal Queue and Filters
• Un-Archiving Patient Portal Requests
• Push Secure Messages into SOAP Notes