FAQ
Default solution folder, feel free to edit or delete it.
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, 12 May, 2021 at 4:07 PM
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...
Wed, 21 Apr, 2021 at 2:23 PM
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...
Mon, 29 Jun, 2020 at 4:07 PM
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...
Thu, 11 Feb, 2021 at 6:21 PM
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...
Fri, 4 Oct, 2019 at 8:56 AM
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...
Mon, 24 Jun, 2019 at 3:00 PM
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...
Thu, 18 Feb, 2021 at 9:23 AM
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...
Tue, 18 Feb, 2020 at 10:31 AM
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 ...
Tue, 8 Nov, 2016 at 1:59 PM
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...
Wed, 5 May, 2021 at 12:05 PM