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The Claim Account Query screen can be found in the Billing portal under the Insurance category on the navigation bar. This screen will display patient account details of the patients populated from the search. The Claim Account Query screen is...
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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...