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How to add new resource/column on the scheduler

From the scheduler you will go to ‘Scheduler Options’à 'Add Resource' Then a pop up will come up and you should see the existing providers and resources already created on the scheduler. You will go to the blank row on the bottom of this list and begin to add this new resource. The first column will be the Resour…

Adding multiple emails to access one Patient Portal Account

When you need to add multiple emails to one patient’s account to have access to their patient portal, these are the steps you will take to do so. * You will need to add these users as ‘Personal Contacts’ within the ‘Patient Info’ tab when in the patient chart. * You will click ‘Add’ at the top righthand corner w…

Adding Smart Phrase to encounters for clinicians who are working under your supervision

If you are looking for a smart phrase to be added when closing encounters for clinicians who are working under your supervision you should follow these steps. Admin à Personnel à Personnel Entry You will search for the provider supervisor you would like to add this smart phrase to. Once you search for that nam…

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