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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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Last Updated: 06/24/2025
in Interfaces & Features
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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...
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RecordSync is a bi-directional document exchange feature that leverages the Surescripts Record Locator & Exchange network to access documents from connected health systems through a national health data exchange framework called Carequality. This ...
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Last Updated: 06/03/2025
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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Last Updated: 05/23/2025
in FAQs & Troubleshooting
When contacting support to create a ticket via phone or email, you will be required to provide a 6-digit PIN to validate your identity during the Support process. This user-level Support PIN is generated within the application and is good for 24...
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Last Updated: 05/23/2025
in FAQs & Troubleshooting Use one of the following options to contact support and create a new ticket: Please note that to ensure only valid users enter tickets via this screen, all customers submitting support tickets through the portal must be logged into OfficeEMR. ...
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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...
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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,...