New Articles

  1. MIPS Reporting & RecordSync

    Eligible clinicians can attest to the Health Information Exchange (HIE) requirement of the MIPS Promoting Interoperability (PI) performance category by participating in the RecordSync bi-directional exchange.   TIP: If you do not see  HIE Bi-D...
  2. Viewing requested records in Sharing History

    You can review all the previously requested documents or records by navigating to the Sharing History tab. Once in a patient's chart, select the Surescripts Record Locator chart tab. Search for documents using the available filte...
  3. Merging CCDs with RecordSync & the Reconciliation screen

    Please note that if a document is not a CCD, it will be imported as an eDocument. For more information on importing non-CCD documents into eDocuments, please refer to our  Indexing and Tasking eDocuments  article. Follow these ste...
  4. Retrieving documents using RecordSync

    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...
  5. Getting Started

      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...
  6. Company Setting: Enable Patient Demographics Sex for Clinical Use

    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...
  7. Release 25.131 - March 20, 2025

     
  8. Diagnosis Code Group Setup

    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...
  9. Quick Pay Tabs/Sections Overview

    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...
  10. Accessing the Quick Pay Window

    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...