Updated Articles

  1. Release 26.168 - September 10th, 2026

    New features  | Enhancements |  Resolutions  |  Beta Program   Highlights New Features New "In Collections" Alert for Patients Enhancements C ollection Balance Now Displayed Separately fro...
  2. Problem Notes

    Notes let you keep the clinical context with each problem. You can add a note with rich text formatting when you create or edit a problem, review a problem's earlier notes, and copy a previous note forward so you don't have to retype it. Depending o...
  3. Authorizations (BETA)

  4. Authorization Auto Link Logic (BETA)

    Authorization Auto Link Logic When Authorization auto link is enabled, OfficeEMR automatically links an existing authorization to an appointment or claim based on the logic below. See Authorization Setup . An authorization must be Active to be e...
  5. Problem List (BETA)

  6. Problem List Overview

    Problem List Overview The Problems chart tab is where you review and manage a patient's problem list. The redesigned screen shows each problem as an easy-to-read card, keeps the most recent note in view, flags drug–disease interactions, and...
  7. Authorization Setup

  8. Authorization Setup

    Authorization Setup controls how OfficeEMR validates, warns on, and calculates insurance authorizations across appointments, claims, and the patient chart. These settings determine whether an authorization is required before a visit is scheduled, ...
  9. Assign an Authorization to an Appointment or Claim (BETA)

    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...
  10. Add an Authorization (BETA)

    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...