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Frequently Asked Questions about System Settings

Settings / General / Audit Logs 1
  • How to manage the audit trail process?
Settings / General / Electronic Prescribing of Controlled Substances (EPCS) Audit Log 1
  • Where can I view the sequence of events log of electronic prescriptions for controlled substances?
Settings / General / Electronic Prescribing of Controlled Substances (EPCS) Inciden Report 1
  • How can I review the electronic prescription incident report for controlled substances?
Settings / General / Electronic Prescribing of Controlled Substances 1
  • Where to view and manage the record of electronic prescriptions for controlled substances?
Settings / General / General 1
  • How to configure the General Settings area?
Settings / General / Groups 3
  • How to configure a new user group?
  • How to edit a user group?
  • How to delete a user group?
Settings / General / Locks 1
  • How to remove the blockage of specific patients?
Settings / General / Progress Note Audit 2
  • How are progress notes assigned to an auditor?
  • How to delete progress notes, assigned for audit?
Settings / General / Staff & Providers 3
  • How to configure a new provider or nurse?
  • How to edit a provider or nurse?
  • How to configure a provider's frequent codes to be used when closing a progress note?
Settings / General / Staff & Providers / Copy Clinical Evaluations 1
  • How to copy clinical evaluations from one group or provider to another group or provider?
Settings / General / Staff & Providers / Settings PN Settings 1
  • How to configure the progress note report templates?
Settings / General / Staff and Providers / Close PN Codes 1
  • How to configure the frequent codes, to access when closing the progress note?
Settings / General / Staff and Providers / Order Settings 1
  • How to select a user (nurse) to create orders on behalf of provider?
Settings / General / Users 4
  • How to configure a new user?
  • How to edit a user?
  • How to deactivate a user?
  • How to change the user's password?
Settings / Office / Appointment Settings 2
  • How to configure the hours of an office or center?
  • How to configure the provider's hours in an office or center?
Settings / Office / Appointment / Holiday and Vacations Settings 3
  • How to configure or edit vacation periods and holidays?
  • How to activate or deactivate vacation periods or holidays?
  • How to eliminate holidays and vacation periods?
Settings / Office / Appointments / Appointment Types 4
  • How to set up an appointment type, in an office or center?
  • How to remove an appointment type from an office or center?
  • How to organize the office rooms according to the users prefrence?
  • How to edit an appointment type of an office or center?
Settings / Office / Appointments / Office Rooms 4
  • How to configure the evaluation rooms of an office or center?
  • How to edit, an evaluation room of an office or center?
  • How to deactivate an evaluation room in an office or facility?
  • How to organize office rooms according to the user's preference?
Settings / Office / Office Directory 3
  • How to set up contacts in the office or center directory?
  • How to edit a contact in the office or center directory?
  • How to remove a contact from the office or center directory?
Settings / Office / Office Information 3
  • How to configure the information of an office or center?
  • How to edit the information of an office or center?
  • How to deactivate or activate an office?
Settings / Office / Office Information / Office Alert 3
  • How to set up an office alert?
  • How to edit an office alert?
  • How to delete an office alert?
Settings / Office / Referring Provider 4
  • How to configure a referral provider?
  • How to edit a reference provider?
  • How to remove a referral provider?
  • How to update a reference provider?
Settings / Office / Templates 4
  • How to configure a template?
  • How to edit a template?
  • How to delete a Template?
  • How to configure a Keyword Selection, to be used when creating a template?
Settings / Office / Template Selection Keywords 3
  • How to configure a Template Keyword?
  • How to edit a Template Keyword?
  • How to delete a Template Keyword?
Settings / Office / Workflow Label Settings 1
  • How to configure the tabs and column header description in the Workflow screen?
Settings / Office / Workflow Statuses 3
  • How to configure Workflow status?
  • How to edit Workflow statuses?
  • How to remove Workflow status?
Settings / Office / Workflow Viewer 3
  • How to configure the Workflow Viewer screen?
  • How to edit the settings in the Workflow Viewer screen?
  • How to delete a configuration in the Workflow Viewer screen?
Settings / Clinical / Available Medications Settings 7
  • How to configure the medications available, to be administered or ordered to the patient?
  • How to edit the available drugs, previously configured?
  • How to remove an available medication?
  • How to configure the category of available medications?
  • How to set up available medication templates?
See all 7 articles
Settings / Clinical / Clinical Decision Support 3
  • How to create a clinical alert?
  • How to edit a clinical alert?
  • How to deactivate a clinical alert?
Settings / Clinical / Clinical Symptoms Templates 3
  • How to set up a Clinical Symptoms Templates?
  • How to edit a Clinical Symptoms Template?
  • How to delete a Clinical Symptom Template?
Settings / Clinical / Clinical Tasks Template 8
  • How to configure the reason for the visit?
  • How to configure clinical task categories?
  • How to configure a clinical task template?
  • How to edit a clinical task template?
  • How to delete a template of a clinical task?
See all 8 articles
Settings / Clinical / Clinical Templates 1
  • How to configure the options for Apply Normal?
Settings / Clinical / Closing Procedures Settings 2
  • How to configure the procedure codes panel, to be displayed on the Close Patient Encounter screen?
  • How to delete a previously configured category or procedure code?
Settings / Clinical / Development Milestones 3
  • How to set up developmental measures for a pediatric patient?
  • How to edit a pediatric patient developmental measures configuration?
  • How to remove, a configuration of developmental measures from a pediatric patient?
Settings / Clinical / Education Handouts 3
  • How to associate a diagnosis with an education?
  • How to edit educations?
  • How to remove a category or Handouts from educations?
Settings / Clinical / Evaluation Forms Settings 1
  • How to add a questionnaire?
Settings / Clinical / Evaluation Types 1
  • How to create a custom clinical template?
Settings / Clinical / Facilities 4
  • How to configure a medical facility?
  • How to edit a medical facility?
  • How to delete a facility?
  • How to configure a medical facility to be displayed by default in the Procedures screen?
Settings / Clinical / Frequent Codes 1
  • How to configure the frequent codes by provider or by group?
Settings / Clinical / Frequent Medications 1
  • How to configure frequent medications?
Settings / Clinical / Image Library 2
  • How to configure images to be used in the Physical Examination screen?
  • How to delete an image from the Image Library screen?
Settings / Clinical /Immunizations 4
  • How to add a vaccine?
  • How to edit a vaccine?
  • How to delete a vaccine?
  • How to manage the vaccine inventory?
Settings / Clinical / IV Billing Settings 3
  • How to set up billing codes for administered iv's?
  • How to edit the time of an administered iv billing code?
  • How to remove a billing code from an administered iv?
Settings / Clinical / Order Sets 3
  • How to configure a set of commands for a specific diagnosis?
  • How to edit an order set?
  • How to delete an order set?
Settings / Clinical / Order Templates 3
  • How to configure an Order Template?
  • How to edit an Order Template?
  • How to delete an Order Template?
Settings / Clinical / Orders 1
  • How to configure the order codes and their components?
Settings / Clinical / Physical Examination 1
  • How to configure the description of pins and configure images to be used in the Physical Examination screen?
Settings / Clinical / Point Summary Values Settings 1
  • How to configure the point summary values for the calculation of procedures when closing a progress note?
Settings / Clinical / Referral Templates 3
  • How to configure a referral template?
  • How to edit a referral template?
  • How to remove a template referral?
Settings / Clinical / Vital Signs 6
  • How to set the normal values of vital signs, for a general profile?
  • How to configure the normal values of vital signs for a specific patient?
  • How to edit the normal values of vital signs of a general profile?
  • How to edit the normal values of vital signs of a specific patient?
  • How to remove a general profile of normal vital sign values?
See all 6 articles
Settings / Billing / Configuration 1
  • How to configure the Clearinghouse?
Settings / Billing / Fee Schedules 1
  • How to configure rate groups to an insurance company?
Settings / Billing / Insurance Companies 5
  • How to configure an insurance company?
  • How to edit an insurance company?
  • How to add a coverage plan?
  • How to edit the cover of a medical plan?
  • How to apply a rate to a cover?
Settings / Billing / Procedure & Cash Rates 1
  • Where are the saved prices displayed on the Procedures & Cash Rates screen?
Settings / Billing / Products for Sale 5
  • How to configure the inventory and prices of the products available for sale in the office?
  • How to edit the description and price of the products available for sale in the office?
  • How to add inventory quantities to a product?
  • How to view the inventory record log of products available for sale in the office?
  • How to remove the registration of an available product from the office?
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