Online Help

From the Patient Dashboard, go to the Document Block and right-click on the document you want to send. Select "Email Document" from the right-clic...

Send a secure message to a patient by clicking on the speech bubble icon in the upper right corner of the patient’s photo on the patient's dashboard p...

We can generally port your fax number over from your current fax carrier over to come directly into the EHR, though it depends on the carrier (some carrier...

You can quickly check to see whether a Patient has access to the Patient Portal by looking for a blue speech bubble icon (for sending a Secure Message) in t...

Plan A/Plan B makes it so that you can have parallel billing plans, where the same service incurs a different charge, depending on whether the patient is pa...

Almost any text field in the EMR can be expanded by clicking and dragging the bottom right corner of the field. Furthermore, if you wish to change the defau...

To delete a SOAP or Encounter Note, you must first unsign it (if signed) and then remove/delete all the diagnostic codes, prescriptions, plans items, and ch...

If you see a grey or black screen cover your entire EMR view when you click on something (like one of the items in the Admin > Manage menu), the issue ...

Many of the system defaults regarding what the patient can see on the Patient Portal can be changed. But if you have not requested otherwise, the patient c...

To add your signature to the system, go to your User dropdown menu (far right menu item, your initials), and select "Change My Signature": In t...