Updated Articles

  1. 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...
  2. Quick Pay Window

  3. Quick Pay Window Settings

    The Quick Pay window settings allow a user to determine which of the available tabs/sections they want to display and then, when in List View, which of those sections should be expanded.  To access the setting, click the gear (third button) butto...
  4. Quick Pay Window Overview

    The Quick Pay window is typically utilized during the Check In/Out process. However, this window has several areas it can be accessed from and it's purpose is to allow the documentation or review of payment, claim entry, orders, prescriptions, let...
  5. Release 25.130 - March 6th, 2025

    Executive Summary My Tasks New Encounters Access Within PDF Split Window ...
  6. Allergies Chart Tab Features

    Allergen Search The "Add Allergen" search bar allows a user to find an allergen to add to the selected patient's chart. When a user begins typing in the search box, a list of results is displayed. Any allergens listed with a black "?" are non-c...
  7. 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...
  8. Summary of Care

  9. Manual CCDA Exports

    The option to manually set up and download CCDA exports to a local machine is now available in the Summary of Care - Export > Schedule section. This will allow practice users or others with access to the client database to set up recurring or one-...
  10. iScheduler Guides