Updated Articles

  1. Release 25.130 - March 6th, 2025

    Executive Summary My Tasks New Encounters Access Within PDF Split Window ...
  2. 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...
  3. 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...
  4. Summary of Care

  5. 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-...
  6. iScheduler Guides

  7. Check Patient Out

    How to Check-Out Appointments    Video Guide Right click over the appointment, select Checked-Out 2. The Quick Pay screen will load, where the Patient Validation verification can be ran again, ensuring all necessary information has bee...
  8. Quick Pay Tabs/Sections Overview

    The Quick Pay window contains multiple tabs/sections that can be displayed based on the Quick Pay Settings . Below is a brief overview of each tab/section of the Quick Pay window. Receipt: The Receipt tab of the Quick Pay will allow the docum...
  9. Check In and Check Out Dashboard

  10. User Setup for Single Monitor Dashboard Viewing

    For users with a single monitor, we have introduced a new user setting: "Check In/Out Single Monitor." By default, this setting is turned off, so accessing the Check In/Out Dashboard will continue to open in a new window as usual. However, if you...