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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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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...
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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
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Insurance Profiles allow multiple primary insurances according to each visit for a single patient. Typically, this is used for offices that have patients using workers comp/no fault and commercial insurances that are both primary depending on ...
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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...
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Last Updated: 08/28/2026
in Using iSalus Billing Insurance
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Answers to the capture-side questions providers ask most: microphones and permissions, noisy rooms, dictating after the patient leaves, and language support.
Most recording issues come down to microphone permission or the wrong input device —...
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Everything on the Diagnoses tab is a draft you can add to, refine, or remove. One Send to EHR writes it to the Problem List, from which OfficeEMR carries it to the Superbill.
Answers to the diagnosis-side questions providers ask m...
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EverHealth Scribe adapts to you, not the other way around. This article covers the formatting preferences Scribe learns from your edits, how to set them deliberately, and how to choose the visit language — so each draft arrives closer to the not...