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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
0
Settings / Clinical / Advanced Procedures Settings 5.0
0
Settings / Clinical / Clinical Decision Support
1
How to create a clinical alert?
Settings / Clinical / Clinical Tasks Template
1
How to add a visit reason?
Settings / Clinical / Clinical Templates Symptoms
1
How to create a Clinical Template Symptoms?
Settings / Clinical / Clinical Symptom Template Settings 5.0
0
Settings / Clinical / Clinical Templates
1
How to configure the apply normal options?
Settings / Clinical / Clinical Templates Settings 5.0
0
Settings / Clinical / Closing Procedures Settings 5.0
0
Settings / Clinical / Education Handouts
1
How to associate a diagnosis with educations?
Settings / Clinical / Education Handouts 5.0
0
Settings / Clinical / Evaluation Forms Settings
1
How to add a questionnaire?
Settings / Clinical / Evaluation Forms Settings 5.0
0
Settings / Clinical / Evaluation Types
1
How to create a custom clinical template?
Settings / Clinical / Evaluation Types 5.0
0
Settings / Clinical / Facilities
3
How to add a facility?
How to edit a facility?
How to delete a facility?
Settings / Clinical / Facilities 5.0
0
Settings / Clinical / Frequent Codes Settings
1
How to add frequent codes and group them?
Settings / Clinical / Frequent Codes 5.0
0
Settings / Clinical / Frequent Medications
1
How to add a frequent medication?
Settings / Clinical / Image Library
2
How to add an image to the Library Image screen to be used in Physical Examination?
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 / Order Sets
1
How to configure an Order Set for a specific condition?
Settings / Clinical / Order Set 5.0
0
Settings / Clinical / Order Templates
1
How to create an order template?
Settings / Clinical / Order Templates 5.0
0
Settings / Clinical / Orders
1
How to configure the order codes and their components?
Settings / Clinical / Orders 5.0
0
Settings / Clinical / Physical Examination
1
How to configure a pin description and add images to be displayed in the Physical Examination screen?
Settings / Clinical / Referral Templates
1
How to create a referral template?
Settings / Clinical / Referral Templates 5.0
0
Settings / Clinical / Template Store
8
How to download information from Template Store?
How to download clinical evaluation options in Template Store?
How to download information to be displayed in Templates screen from Template Store?
How to download frequent codes from Template Store?
How to download information to be used as frequent medications?
See all 8 articles
Settings / Clinical / Vital Signs
4
How to create a general profile for normal vital signs normal values?
How to create the normal values of vital signs for an specific patient?
How to edit a created normal value for vital signs?
How to delete a created profile of normal values of vital signs
Settings / Clinical / Vital Signs 5.0
0
Settings / Billing / Configuration
1
How to configure the Clearinghouse?
Settings / Billing / Fee Schedules
1
How to create an Insurance Company rate groups?
Settings / Billing / Insurance Company
5
How to add an Insurance Company?
How to edit an Insurance Company?
How to add a coverage plan?
How to edit a coverage plan?
How to add a coverage plan rate?
Settings / Billing / Insurance Companies 5.0
0
Settings / Billing / Procedure & Cash Rates
1
Where are the saved rates displayed in the Procedure Cash Rates screen?