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31. Using the Public Health Case Reporting Dashboard

    Created On: 09/02/2025 in Using iSalus EMR Public Health Case Reporting
      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....

32. Company Setting - Populate Primary ICN Number When This Payer is the Secondary

    Created On: 09/01/2025 in Setup & Account Administration Company Settings
    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...

33. New Company Setting - Override Default referring to rend. provider when Medicare Requirement

    Created On: 09/01/2025 in Setup & Account Administration Company Settings
    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...

34. Release 25.139 - September 16, 2025

    Created On: 08/29/2025 in Release Notes
    New features  | Enhancements | Resolutions Highlights New Features Enhancements New Public Health Case Reporting Dashboard New Patient Expired Credit Cards View New Text to Pay Links Reports Sa...

35. Reset your MFA method for your ID.me Login

    Created On: 07/08/2025 in Interfaces & Features ID.me Identity Proofing & EPCS Credentialing
    This article describes the necessary steps an ID.me prescriber must take in order to update or reset their multi-factor authentication (MFA) method with ID.me. Steps to Complete The ID.me login for users - including the MFA method - is control...

36. Record Locator Profile

    Created On: 05/23/2025 in Interfaces & Features RecordSync | Record Locator & Exchange
    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...

37. Company Setting: Check for New or Established Patient Procedure

    Created On: 05/23/2025 in Setup & Account Administration Company Settings
    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...

38. Company Setting: Send Receipt Detail to MML Account

    Created On: 05/23/2025 in Setup & Account Administration Company Settings
    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,...

39. Company Setting: Prompt Insurance Assignment for Appointments Missing an Insurance

    Created On: 05/23/2025 in Setup & Account Administration Company Settings
    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...

40. Release 25.136 - June 5, 2025

    Created On: 05/23/2025 in Release Notes
    New features  | Enhancements | Resolutions Highlights New Features Enhancements New RecordSync (Record Locator) Feature New Company Setting: Prompt Insurance Assignment on Appointments Missing Insurance New...

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