FAQ

Default solution folder, feel free to edit or delete it.

How do I email Patient Documents?
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...
Wed, 21 Oct, 2015 at 4:37 PM
How do I send a secure message to a patient?
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 ...
Wed, 21 Oct, 2015 at 4:39 PM
What happens if there is a fax sending error?
If an attempted fax fails to go through, the system will alert you by opening a new tab called "Errors!" in the System Tasks Block on the Scheduli...
Wed, 21 Oct, 2015 at 4:40 PM
How do I see if a patient has Patient Portal access?
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...
Wed, 21 Oct, 2015 at 4:43 PM
What is Plan A/Plan B?
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...
Wed, 21 Oct, 2015 at 4:50 PM
Why doesn't the fax page appear when I complete and fax Rx?
When you create a new Rx and click the "+ Complete and Fax to Pharmacy" button, the new tab containing the fax-form may not open due to a built-...
Wed, 21 Oct, 2015 at 4:55 PM
How do I expand text fields?
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...
Wed, 21 Oct, 2015 at 4:56 PM
I can't find the Rx I'm looking for
When searching for a drug to prescribe or add to a patient's record, start by typing in all or part of drug name in the search field. To narrow results...
Wed, 21 Oct, 2015 at 4:57 PM
How do I delete a SOAP note?
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...
Wed, 21 Oct, 2015 at 4:58 PM
How do I update billing to reflect external billing or accounting?
If you use QuickBooks, GnuCash, or any other external billing or accounting software or service to process payments but also want to keep the Billing bloc...
Wed, 21 Oct, 2015 at 5:02 PM