New Articles

  1. Patient Appointment List

    The Patient Appointment List provides a complete view of a patient’s past, current, and future appointments. Use this screen to review appointment history, check statuses, and take action on upcoming visits. The Patient Appointment List screen...
  2. User Setting: Unsolicited Results Processor

    The setting is used to define the  User or User Group to assign Unsolicited Results to if an HL7 ORU file is received that contains a matching NPI to the user's ID.me  Verify Provider Connection.  This setting works in unison with the Company...
  3. CoverMyMeds Default Process Steps

    ePA Process Step by Step This article describes an expected workflow for the default configuration of the CoverMyMeds ePA process. Given the ePA process is a coordinated effort between the ePA Task assignee/prescriber, and Payer/PBM multiple variat...
  4. CoverMyMeds Prescription ePA

  5. CoverMyMeds Settings for Customized Workflows

    ⚠️ These settings are Beta-only in the 9/11/2025 Release    CoverMyMeds (CMM) Settings for Electronic Prior Authorizations (ePA) We have introduced new settings to give practices greater control over how the CMM ePA feature is used. By defaul...
  6. Link to Receipt Details on Receipt Payment from Transaction History

    If a payment, viewed from the Transaction History screen, was created from a receipt, you can link to the receipt details from the Patient Transaction History payment right-click menu. If the payment being right-clicked on was created from a recei...
  7. Getting Started with Electronic Public Health Case Reporting

    Getting started begins with reaching out to your Public Health Agency - they should direct you on how to get started! Enabling electronic case reporting (eCR)  is the OfficeEMR feature that supports automatic submission of case reports to your...
  8. Using the Public Health Case Reporting Dashboard

      Using the Case Reporting Dashboard Enable Case Reporting Case reporting must be approved by your public health agency before this dashboard is available. See Getting Started with Case Reporting   in Knowledge Out for setup steps....
  9. Company Setting - Populate Primary ICN Number When This Payer is the Secondary

    The " Populate Primary ICN Number When This Payer is the Secondary"  company setting allows a practice to pull the ICN number from the 835 when the deposit/claim is posted from the primary payer response, and then add the ICN number to the Origi...
  10. New Company Setting - Override Default referring to rend. provider when Medicare Requirement

    The " Override Default referring to rend. provider when Medicare Requirement"  company setting allows a practice to enter a comma delimited list of provider IDs that should ignore the setting "Default referring to rend. provider when Medicare" i...