- Calendar
- Appointment Types
- Chart Note
- Measurements
- Medications
- Provider
- Insurance
- AI Preferences Set up your practice’s preferences through each setting under the Preferences tab:
- Select options of showing modifiers, justifications, alerts, allow manual calculations, allowing editing by providers
- Specifically for “Dismiss Progress note Alerts”, this will allow users to dismiss any alerts related to Medicare or Workers Compensation on the Chart Note
Calendar
- Configure your calendar here with duration of each time block in the calendar and start and end time based on Site or facility
Waitlist
- Allow patients to join a waitlist or directly schedule Portal Configs
- Defines how far in advance patients can schedule appointments
Chart Note
- Set up restrictions to chart note signing based on certain criteria such as Visit Limits or if template validations fail
Appointment Types
- Create different appointment types, duration, and coloring on your calendar
Measurements
- Create measurements
Medications
- Nominate providers to allow them to prescribe uncontrolled substances
Provider
- Set up provider credentials and schedules
- Intelligent provider credential tracking with scheduling safeguards to prevent out-of-network bookings and automated note-signing logic to ensure required cosigners are added
Insurance
- Add Insurance covered
AI
- Set up dot phrases when AI scribe is documenting within the chart note
ICD10
- Select the ICD10 groups you would like to use for your practice
Text Snippets
- Text snippets serve as reusable templates or pre-written text blocks that providers can quickly insert into their documentation.
Rooms
- Create dedicated spaces for different types of patient encounters or clinical activitiesHelp separate different aspects of your practice (e.g., routine visits, urgent care, telehealth” alt="" />
- Create dedicated spaces for different types of patient encounters or clinical activities
- Help separate different aspects of your practice (e.g., routine visits, urgent care, telehealth)
