Updated Articles

  1. Search for Authorizations (BETA)

    Use Authorization Search to catch missing or invalid authorizations before they turn into denied claims. Also, allowing you to quickly answer questions like “which authorizations are expiring this month?” or “does this scheduled appointment alread...
  2. 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...
  3. Authorizations Overview (BETA)

    Authorizations Overview The Authorization screens are some of the longest-standing screens in the system, having kept the same look for over 15 years. The redesigned Authorization workflow modernizes these screens for usability and performance wh...
  4. 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...
  5. User Favorites for Problem List

    Favorites let you keep the codes you use most at your fingertips. When you search to add a problem, your favorites are listed first, so common problems are one click away.  This modernized Problem List displays favorites alphabetically by diagn...
  6. Problem List (BETA)

  7. 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...
  8. User Setting: Display PDMP Summary Dialog

    When this setting is checked, opening the Medications tab in the EHR pulls the patient's PDMP report in the background and opens a small window on the right showing the patient's scores. This puts the key PDMP information in front of the pr...
  9. User Settings

  10. Company Settings