Help Portal
(787) 625-0440
Inicio
Home
Articles
New in v5
eRx + EPCS
Remote Assistance
Login
Send Feedback
Login
Send Feedback
Enter your search term here...
Search
Solution home
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?