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Once in a patient's chart, select the Surescripts Record Locator chart tab.
Based on your office SOP, you must ensure the RecordSync & Consent for Surescripts has been provided (opted in) by the patient and the Record Locator & Ex...
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Record Locator Setup Checklist:
Required : Set up 'Record Locator Consent' Usage Checkbox - This setup item exists within Setup > Patients > Gear > Setup > Miscellaneous > 'Record Locator Consent' and typically requires an Prac...
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The " Enable Patient Demographics Sex for Clinical Use " company setting allows a practice to add a Sex drop-down field within the Patient Demographics/Demographics tab. When set, Company Setting: Enable Patient Demographics Sex for Clini...
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Created On: 03/12/2025
in Release Notes
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Diagnosis Code Group setup is the screen where a practice can allow a user to group diagnosis codes for additional processing. For example, cancer diagnoses can be entered into a Diagnosis Code Group and then filtered within the Summary of Car...
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The Quick Pay window contains multiple tabs/sections that can be displayed based on the Quick Pay Settings . Below is a brief overview of each tab/section of the Quick Pay window. Receipt: The Receipt tab of the Quick Pay will allow the docum...
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The Quick Pay window can be accessed from several places. Below are the different places a user will typically access the Quick Pay window from. Appointment status change: Based on the appointment status change settings (typically check in/out...
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The Quick Pay window settings allow a user to determine which of the available tabs/sections they want to display and then, when in List View, which of those sections should be expanded. To access the setting, click the gear (third button) butto...
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The Quick Pay window is typically utilized during the Check In/Out process. However, this window has several areas it can be accessed from and it's purpose is to allow the documentation or review of payment, claim entry, orders, prescriptions, let...
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Created On: 02/27/2025
in Using iSalus iScheduler