Search all docs
Provider Workflows
Chart Notes
Auto-apply KX Modifier
Getting Started with Chart Notes
AI Appt. Summaries
Chart Note Clinical Types
Download Chart Notes as PDFs
Goals on the chart note
How to add Measurements
Import Previous Medical History
Navigating Flowsheets
Navigating Inbox Workflows
Navigating the Chart Note
Set up Custom Chart Note Templates
Setting up Co-signers on Your Note
Sign a Chart Note
Text Snippets For Your Note
Chart Note Features Not Supported
Chart Notes
Claim Details
Claim Details
Front Office Workflows
Appointments
The Insights Appointments Page
Adding Prior Auth and Alerting
Alternate Methods for Scheduling
How to Add a Walk-In Patient
How to Run an Eligibility Check
How to Schedule an Appointment
How to Take Payments
Sending out reminders and forms
Understanding Appointment Details
Updating Appointment Statuses
Appt. Features not supported
Appointments
Daily Operations
Daily Operations
Patient Communications
General Patient Flows Features
Text Blast Page
Insurance Intake Page
Functional Outcome Measurements
Getting Started with Patient Portal
Complete Intake Forms
Navigating Patient Workflows
Manage Patient Appointments
Manage Payments through Patient Portal
Patient Intake Automation
Update Insurance Info
View Home Exercise Programs
Patient Communications
Patient Responsibility
Charge Saved Credit Cards
Manage Credit Cards
Setting up a Payment Plan
How to Cancel PR
How to Send a Patient Payment Link
How to Push to PR
How to Record Payments
How to Refund a Payment
How to Request via Text or Email
How to Set Up Miscellaneous Line Item Charges
How to Take Payment for Families
How to Undo a Write Off
How to Write Off PR
Patient Responsibility Page
PR Overpayment Refunds and Estimated vs. Remittance PR
PR Settings
PR Timeline
Patient Responsibility
Billing Workflows
Front Office Payments
Front Office Payments
Reports
A/R Reports
Building and Running Reports
Claim Adjustments Report
Collections Report
Custom Collections Report
Detailed Charges Report
Export Claim Details
Generate a Transaction Report
Patient Balances Report
Patient Charges Report
Patient Claims One-pagers
Patient Collections Report
Patient Eligibility Report
Posting Log Report
Site Transaction Report
Site Transaction Report Summary
Submitted Claims Report
Upcoming Patient Statements Report
Reports
Owners & Administration
Last updated:
Aug 8, 2025
Prescribe Medications
Patient Profiles
Provider Workflows
Prescribing Medications - how to enable prescribing an uncontrolled substance for a provider:
You can prescribe and manage medications by brand or generic name, including both controlled and non-controlled substances, through SureScripts integration
Navigate to Preferences tab, select Medications and Nominate Provider in the top right. After clicking the "Nominate Provider" button select the provider and facility for which you want to nominate the provider.
This nomination is required because to prescribe an uncontrolled substance, you require a Surescripts Prescription Identifier (SPI) number.
Once these requirements are fulfilled, the provider can start prescribing uncontrolled substances.
“Create New” to Prescribe medication or log internal or historic records within the Medications tab of the Patient Profile. Logging internal or historic record would not send the order to the pharmacy
Select “Pharmacy Order” and input required fields to send the order to the selected pharmacy
Our AI powered SIG validator ensures prescription accuracy
Recording Medications without Prescribing
Select Internal Record or Historic Record — which would not send the order to the pharmacy. Proceed to create
View Medication History
All logged medication history will be stored here. You can Create new logs through the "Create New" button in the top right - "Historic Record"
By Selection "Medication History", you will be prompted with the following pop-up. You can view up to 12 months of patient medication history integrated with the SureScripts network
View and address pharmacy requests
View Prescribed medications in the Patient Profile for individual patients
Or select Pharmacy Requests to view across all patients within your practice
Features In Development
Support responding to previous EHR’s pharmacy initiated refill and drug alteration requests
Allow non-providers to prescribe, draft, and request refills (Prescriber Agents)
Features Not Supported
Utilize existing SureScripts provider identifier
PDMP gateway integration
Table of Contents
Search all docs
Provider Workflows
Chart Notes
Auto-apply KX Modifier
Getting Started with Chart Notes
AI Appt. Summaries
Chart Note Clinical Types
Download Chart Notes as PDFs
Goals on the chart note
How to add Measurements
Import Previous Medical History
Navigating Flowsheets
Navigating Inbox Workflows
Navigating the Chart Note
Set up Custom Chart Note Templates
Setting up Co-signers on Your Note
Sign a Chart Note
Text Snippets For Your Note
Chart Note Features Not Supported
Chart Notes
Claim Details
Claim Details
Front Office Workflows
Appointments
The Insights Appointments Page
Adding Prior Auth and Alerting
Alternate Methods for Scheduling
How to Add a Walk-In Patient
How to Run an Eligibility Check
How to Schedule an Appointment
How to Take Payments
Sending out reminders and forms
Understanding Appointment Details
Updating Appointment Statuses
Appt. Features not supported
Appointments
Daily Operations
Daily Operations
Patient Communications
General Patient Flows Features
Text Blast Page
Insurance Intake Page
Functional Outcome Measurements
Getting Started with Patient Portal
Complete Intake Forms
Navigating Patient Workflows
Manage Patient Appointments
Manage Payments through Patient Portal
Patient Intake Automation
Update Insurance Info
View Home Exercise Programs
Patient Communications
Patient Responsibility
Charge Saved Credit Cards
Manage Credit Cards
Setting up a Payment Plan
How to Cancel PR
How to Send a Patient Payment Link
How to Push to PR
How to Record Payments
How to Refund a Payment
How to Request via Text or Email
How to Set Up Miscellaneous Line Item Charges
How to Take Payment for Families
How to Undo a Write Off
How to Write Off PR
Patient Responsibility Page
PR Overpayment Refunds and Estimated vs. Remittance PR
PR Settings
PR Timeline
Patient Responsibility
Billing Workflows
Front Office Payments
Front Office Payments
Reports
A/R Reports
Building and Running Reports
Claim Adjustments Report
Collections Report
Custom Collections Report
Detailed Charges Report
Export Claim Details
Generate a Transaction Report
Patient Balances Report
Patient Charges Report
Patient Claims One-pagers
Patient Collections Report
Patient Eligibility Report
Posting Log Report
Site Transaction Report
Site Transaction Report Summary
Submitted Claims Report
Upcoming Patient Statements Report
Reports
Owners & Administration
Search all docs
Provider Workflows
Chart Notes
Auto-apply KX Modifier
Getting Started with Chart Notes
AI Appt. Summaries
Chart Note Clinical Types
Download Chart Notes as PDFs
Goals on the chart note
How to add Measurements
Import Previous Medical History
Navigating Flowsheets
Navigating Inbox Workflows
Navigating the Chart Note
Set up Custom Chart Note Templates
Setting up Co-signers on Your Note
Sign a Chart Note
Text Snippets For Your Note
Chart Note Features Not Supported
Chart Notes
Claim Details
Claim Details
Front Office Workflows
Appointments
The Insights Appointments Page
Adding Prior Auth and Alerting
Alternate Methods for Scheduling
How to Add a Walk-In Patient
How to Run an Eligibility Check
How to Schedule an Appointment
How to Take Payments
Sending out reminders and forms
Understanding Appointment Details
Updating Appointment Statuses
Appt. Features not supported
Appointments
Daily Operations
Daily Operations
Patient Communications
General Patient Flows Features
Text Blast Page
Insurance Intake Page
Functional Outcome Measurements
Getting Started with Patient Portal
Complete Intake Forms
Navigating Patient Workflows
Manage Patient Appointments
Manage Payments through Patient Portal
Patient Intake Automation
Update Insurance Info
View Home Exercise Programs
Patient Communications
Patient Responsibility
Charge Saved Credit Cards
Manage Credit Cards
Setting up a Payment Plan
How to Cancel PR
How to Send a Patient Payment Link
How to Push to PR
How to Record Payments
How to Refund a Payment
How to Request via Text or Email
How to Set Up Miscellaneous Line Item Charges
How to Take Payment for Families
How to Undo a Write Off
How to Write Off PR
Patient Responsibility Page
PR Overpayment Refunds and Estimated vs. Remittance PR
PR Settings
PR Timeline
Patient Responsibility
Billing Workflows
Front Office Payments
Front Office Payments
Reports
A/R Reports
Building and Running Reports
Claim Adjustments Report
Collections Report
Custom Collections Report
Detailed Charges Report
Export Claim Details
Generate a Transaction Report
Patient Balances Report
Patient Charges Report
Patient Claims One-pagers
Patient Collections Report
Patient Eligibility Report
Posting Log Report
Site Transaction Report
Site Transaction Report Summary
Submitted Claims Report
Upcoming Patient Statements Report
Reports
Owners & Administration
Last updated:
Aug 8, 2025
Prescribe Medications
Patient Profiles
Provider Workflows
Prescribing Medications - how to enable prescribing an uncontrolled substance for a provider:
You can prescribe and manage medications by brand or generic name, including both controlled and non-controlled substances, through SureScripts integration
Navigate to Preferences tab, select Medications and Nominate Provider in the top right. After clicking the "Nominate Provider" button select the provider and facility for which you want to nominate the provider.
This nomination is required because to prescribe an uncontrolled substance, you require a Surescripts Prescription Identifier (SPI) number.
Once these requirements are fulfilled, the provider can start prescribing uncontrolled substances.
“Create New” to Prescribe medication or log internal or historic records within the Medications tab of the Patient Profile. Logging internal or historic record would not send the order to the pharmacy
Select “Pharmacy Order” and input required fields to send the order to the selected pharmacy
Our AI powered SIG validator ensures prescription accuracy
Recording Medications without Prescribing
Select Internal Record or Historic Record — which would not send the order to the pharmacy. Proceed to create
View Medication History
All logged medication history will be stored here. You can Create new logs through the "Create New" button in the top right - "Historic Record"
By Selection "Medication History", you will be prompted with the following pop-up. You can view up to 12 months of patient medication history integrated with the SureScripts network
View and address pharmacy requests
View Prescribed medications in the Patient Profile for individual patients
Or select Pharmacy Requests to view across all patients within your practice
Features In Development
Support responding to previous EHR’s pharmacy initiated refill and drug alteration requests
Allow non-providers to prescribe, draft, and request refills (Prescriber Agents)
Features Not Supported
Utilize existing SureScripts provider identifier
PDMP gateway integration
Last updated:
Aug 8, 2025
Prescribe Medications
Patient Profiles
Provider Workflows
Prescribing Medications - how to enable prescribing an uncontrolled substance for a provider:
You can prescribe and manage medications by brand or generic name, including both controlled and non-controlled substances, through SureScripts integration
Navigate to Preferences tab, select Medications and Nominate Provider in the top right. After clicking the "Nominate Provider" button select the provider and facility for which you want to nominate the provider.
This nomination is required because to prescribe an uncontrolled substance, you require a Surescripts Prescription Identifier (SPI) number.
Once these requirements are fulfilled, the provider can start prescribing uncontrolled substances.
“Create New” to Prescribe medication or log internal or historic records within the Medications tab of the Patient Profile. Logging internal or historic record would not send the order to the pharmacy
Select “Pharmacy Order” and input required fields to send the order to the selected pharmacy
Our AI powered SIG validator ensures prescription accuracy
Recording Medications without Prescribing
Select Internal Record or Historic Record — which would not send the order to the pharmacy. Proceed to create
View Medication History
All logged medication history will be stored here. You can Create new logs through the "Create New" button in the top right - "Historic Record"
By Selection "Medication History", you will be prompted with the following pop-up. You can view up to 12 months of patient medication history integrated with the SureScripts network
View and address pharmacy requests
View Prescribed medications in the Patient Profile for individual patients
Or select Pharmacy Requests to view across all patients within your practice
Features In Development
Support responding to previous EHR’s pharmacy initiated refill and drug alteration requests
Allow non-providers to prescribe, draft, and request refills (Prescriber Agents)
Features Not Supported
Utilize existing SureScripts provider identifier
PDMP gateway integration