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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...
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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...
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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...
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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...