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Beta Feature: Want early access? Reach our to your CSM or create a support case request Beta access Patient Demographics within Patient Setup Screen Overview The Patient Demographics modernization provides a redesigned experience for managi...
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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...
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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...
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Last Updated: 09/03/2026
in Using iSalus EMR
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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...
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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, ...
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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...
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Last Updated: 08/28/2026
in Using iSalus Billing Insurance