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Refine offers more specific versions of a diagnosis, each with the codes it would use and the reason it fits based on your note. Nothing changes until you select Adjust .
A diagnosis stated in conversation is usually less specific...
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Scribe drafts the diagnoses you addressed with the codes already attached. You review and adjust them on the Diagnoses tab, and Send to EHR puts them on the patient’s Problem List, where OfficeEMR carries them through to the Superbill.
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Use Authorization Search to catch missing or invalid authorizations before they turn into denied claims. Also, allowing you to quickly answer questions like “which authorizations are expiring this month?” or “does this scheduled appointment alread...
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The Authorization Assign screen lets you view a patient's authorizations and link one to an appointment or claim. For an overview of the whole workflow, see Authorizations (BETA) . Where to find it: Open from an appointment in iScheduler or fr...
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This article covers documenting a new authorization or referral on the redesigned Patient Authorization screen. For an overview of the whole workflow, see Authorizations (BETA) .
Where to find it: Open the Patient Authorization screen from t...
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Authorizations Overview The Authorization screens are some of the longest-standing screens in the system, having kept the same look for over 15 years. The redesigned Authorization workflow modernizes these screens for usability and performance wh...
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Created On: 08/17/2026
in Using iSalus EMR
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Short, interactive walkthroughs built into OfficeEMR. Each one highlights a part of the screen and explains what it does, so you can learn a feature without leaving your work.
What are Guided Tours?
A Guided Tour highlights pa...
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Your direct line to the OfficeEMR team. Tell us what’s working and what isn’t while you’re using a beta feature. What is Beta Feedback? When you use a beta feature, you may see a Beta Feedback button on the screen. Use it to tell us what’s ...
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Try new OfficeEMR features before they’re released to everyone. Beta Options are optional, reversible, and set up with help from iSalus.
What are Beta Options?
Beta Options let your practice try new OfficeEMR features before they’re rele...