Settings 1

• Which is the Basic configuration to start?

Settings 5.0 0

Settings / General / General 1

• How to configure the General Settings area?

Settings / General / General 5.0 0

Settings / General / Groups 2

• How to create a new user group?
• How to edit a user group?

Settings / General / Groups 5.0 0

Settings / General / Locks 1

• How to delete a patient user lock?

Settings / General / Progress Note Audit 1

• How to assign a progress note to an auditor?

Settings / General / Staff & Providers 4

• How to add a new provider, nurse?
• How to edit a provider or nurse?
• How to configure an e-Prescription?
• How to configure the order and description of a progress note report?

Settings / General / Staff & Providers 5.0 0

Settings / Staff & Providers / PN Settings 1

• How to configure and organize te report sections of the progress notes?

Settings / General / Settings PN Settings 5.0 0

Settings / General / Staff and Providers / Close PN Codes 5.0 0

Settings / General / Staff and Providers / Order Settings 5.0 0

Settings / General / Users 3

• How to add a new user?
• How to add edit a user?
• How to inactivate a user?

Settings / General / Users 5.0 0

Settings / Office/ Appointment 7

• How to configure the office hours by provider?
• How to configure the office hours by provider?
• How to add or edit vacations and/or holidays?
• How to activate or deactivate vacations or holidays?
• How to add or edit Appointment Types?

See all 7 articles

Settings / Office / Appointment Settings 5.0 0

Settings / Offcie / Appointment / Holiday and Vacations Settings 5.0 0

Settings / Office / Appointments / Office Rooms 5.0 0

Settings / Office / Appointments / Appointment Types 5.0 0

Settings / Office / Office Directory 2

• How to add a contact?
• How to edit a contact?

Settings / Office / Office Directory 5.0 0

Settings / Office / Office Information 3

• How to add the office information?
• How to edit the office information?
• How to deactivate the office information?

Settings / Office / Office Information 5.0 0

Settings / Office / Office Information / Office Alert 3

• How to add an office alert?
• How to edit an office alert?
• How to delete a office alert?

Settings / Office / Referring Providers 2

• How to add a referring provider?
• How to edit a referring provider?

Settings / Office / Referring Provider 5.0 0

Settings / Office / Templates 5

• How to add a template?
• How to edit a template?
• How to create a reminder email template?
• How to create a template for sending reminders by regular mail?
• How to configure a keyword selection to be used when creating a template?

Settings / Office / Templates 5.0 0

Settings / Office / Templates Selection Keywords 2

• How to add a new template selection keyword?
• Where and how to use the templates selection keyword?

Settings / Office / Template Selection Keywords 5.0 0

Settings / Office / Wokflow Label Settings 5.0 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?