New Articles

  1. Record Locator Profile

    The Record Locator Profile is used as an alternative address and contact info screen for practices using our Record Locator (RecordSync) feature. Customers whose details in the "Company Profile" do not meet Surescripts' requirements, such as pract...
  2. Company Setting: Check for New or Established Patient Procedure

    The Check for New or Established Patient Procedure   Company Setting for Claim Validation Rules allows users to determine when charges should be classified as a New Patient Visit or an Established Patient Visit.  Enabling this setting will...
  3. Company Setting: Send Receipt Detail to MML Account

    The Send Receipt Detail to MML Account company setting allows users to to display patient receipts within the patient's MML account. Enabling this setting adds patient receipts to the Payment History section under Billing within the MML account,...
  4. Company Setting: Prompt Insurance Assignment for Appointments Missing an Insurance

    The Prompt Insurance Assignment for Appointments Missing an Insurance company setting allows users to automatically update any current and future appointments missing insurance with the newly added insurance via a prompt.   Enabling this setting w...
  5. Release 25.136 - June 5, 2025

    New features  | Enhancements | Resolutions Highlights New Features Enhancements New RecordSync (Record Locator) Feature New Company Setting: Prompt Insurance Assignment on Appointments Missing Insurance New...
  6. ONC 2015 Edition CMS EHR Certification ID (2025 Reporting Year)

    The product's CMS EHR Certification ID for 2025 reporting is 0015CZR826A3XBH . This ID is required for attesting Promoting Interoperability scores to CMS and Medicaid. You can always access this ID from within the product following these steps: ...
  7. Void a Patient Letter

    Voiding and Reauthorizing a Patient Letter Users can now void patient letters (including signed documents) when they are created in error—such as being attached to the wrong patient. This feature ensures proper audit logging and compliance wi...
  8. How to Generate/Use the Support Pin

    When contacting support to create a ticket via phone or email, you will be required to provide a 6-digit PIN to validate your identity during the Support process. This user-level Support PIN is generated within the application and is good for 24...
  9. eICR Process and Process Diagram

    When engaging with our electronic case reporting (eICR) module for Public  Health Agency (PHA) reporting, the process uses an automated trigger code table built into OfficeEMR to determine when to build and automatically send an eICR. OfficeEM...
  10. Public Health Case Reporting