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EMR

Securely manage treatment records, personalized documentation, patient forms, images, videos, electronic prescribing data, and more.

  • 162 guides
  • 18 topics

Topics

Coming soon: Gift Cards and Access Lab

All EMR Guides

Patients 22

  1. Add / View / Edit Patient
  2. Update the Patient's Profile Photo
  3. Manage Patient Insurance Details
  4. Manage Patient Medical History
  5. Attach Documents or Files To a Patient's Profile
  6. View a Patient's Past and Upcoming Procedures
  7. How to Invite Users through Patient Profile?
  8. How to Manage the Patient Wallet?
  9. How to Obtain Patient Consents to Download Medication History
  10. How can a Patient Recover their Login Credentials
  11. How to Access and Use Quick Actions in a Patient Profile
  12. Set Patient Contact Preferences
  13. How to Add a Patient's Emergency Contact?
  14. How to Mark a Patient Active/ Inactive
  15. How to Record Patient Vitals Using Quick Vitals Entry?
  16. How Can a Patient Send Chat?
  17. How to Add Referee Code Through the Patient Profile?
  18. How Can a Patient Change Password for Their Account?
  19. How to View a Patient’s Good Faith Exam in Their Profile
  20. View Patient’s Vitals Graph
  21. How to Pin a Document in the Patient Profile
  22. Add / View / Edit / Delete Patient Vitals

Providers 14

  1. Attach a Med SPA Location to a Provider’s Profile
  2. Manage Provider Schedule
  3. Add / View / Edit Provider
  4. Update Provider's Availability Status
  5. Manage Provider Role
  6. Manage Provider Permissions
  7. How to Change Provider’s Password?
  8. View Provider Statistics
  9. Review MD Charts
  10. Review Provider Charts
  11. How to Assign a Service to a Provider?
  12. Manage Provider Commission
  13. View Provider Commission History
  14. Reverse Provider Commission Payment

Services & Bundles 7

  1. Manage Service Categories
  2. Add / View / Edit Service Bundle
  3. Add / View / Edit a Service
  4. Disable a Service and Service Bundle
  5. Managing Prepayments for a Service (Service Deposits)
  6. View Booking Statistics for a Service
  7. How to Set the Order of Services in the Service List Screen?

Clinical Documentation 12

  1. Manage Questionnaires
  2. Manage Consent Forms
  3. Manage Surveys
  4. Manage Pre-Treatment Instructions
  5. Manage Post-Treatment Instructions
  6. Create and Manage Patient Notes
  7. Manage Dot Phrases
  8. Add / Edit a Provider Note for a Procedure
  9. Add / Edit Booking Notes
  10. Manage Vital Settings
  11. How to Add Public Notes or Self Notes
  12. How to Create Good Faith Exam

Procedure Management 18

  1. Attach a Booking to a Procedure
  2. Sign a Procedure and Send it to Provider Charts and MD Charts
  3. Create a New Procedure
  4. Add / Edit / Move Injection Markings
  5. Use the Draw Tool for Charting
  6. Naming a Procedure
  7. Manage Treatment Plans Through Patient Profile
  8. View Before and After Images
  9. Fill the Intake Forms for a Procedure
  10. Sign the Consent Forms for a Procedure
  11. How to Upload Procedure Images?
  12. Compare Before and After Images Using Comparison Tool
  13. How to Navigate to the Marking Screen?
  14. Add Traceability Information to a Procedure
  15. How to Add Additional Images to a Procedure?
  16. How to Cancel a Procedure and Get a Refund?
  17. How to Revert a Procedure Cancellation?
  18. How to Mark a Procedure as Consult Only?

Scheduling & Online Booking 21

  1. Book an Appointment Through New Booking
  2. How to Navigate Through EMR Board
  3. Use the Calendar View on the EMR Board to View Provider Schedules and Availability
  4. Change the Duration of a Booking
  5. Manage Resources
  6. Confirm a Booking and Check a Patient In
  7. Review a Patient’s Past and Future Bookings
  8. Add / View / Edit Equipment
  9. Manage No Show Appointments
  10. Manage Notifications
  11. View Notification Logs
  12. Manage Booking Settings
  13. Reschedule a Booking
  14. How to Delete or Archive a Booking
  15. How to Cancel a Booking
  16. How to Collect Deposit for a Booking
  17. Edit a Booking
  18. How to Create and Book a Virtual Service
  19. How to Send Pre / Post-Treatment Instructions for a Booking
  20. Send Booking Confirmation Notification
  21. How to Join Meeting for a Virtual Service?

Products & Inventory Management 12

  1. How to Create a Stock Transfer Between Locations
  2. How to Accept Stock Transfer from Another Clinic Location
  3. Add / View / Edit Supplier
  4. Manage Product Categories
  5. Add / View / Edit Product
  6. Add Purchase Orders
  7. Add a Retail Item to Your Inventory
  8. Manage Inventory Reconciliation
  9. Add / View / Edit Pricing Variations
  10. Add Tax Rates on Products & Product Categories
  11. Add a Service Item to Your Inventory
  12. Manage Stock Alerts

Employees 3

  1. Add / Edit / Delete Employee
  2. Add / Edit / Delete Employees Timelog
  3. Add / Edit Employee Payment

e-Prescribing 4

  1. Set Up Your e-Prescribing Subscription, Prescribers, and Support Users
  2. How to Set Up Your Second Med SPA Location for e-Prescribing?
  3. Onboarding of EPCS Prescriber
  4. Prescribe a Drug through e-Prescribing

Patient Billing 17

  1. Go to Patient’s Billing
  2. Review Patient's Payment History
  3. How to Add Dollar Credit to the Patient Wallet?
  4. How to Redeem Items from the Patient Wallet?
  5. Manage Patient’s Credit Cards
  6. How to Use Split Payment to Combine Multiple Payment Methods
  7. How to Download Invoice
  8. How to Check Deposit Payment Status for New Bookings?
  9. How to Resend Invoice to a Patient
  10. How to Export All Invoices?
  11. View Wallet Ledgers
  12. How to Edit Service or Product Prices and Quantities During Billing?
  13. How to Check out without Billing?
  14. How to Add Additional Charges to an Invoice?
  15. How to Manage a Patient Wallet?
  16. How to Get a Refund for a Patient?
  17. How to Activate Super Invoice?

POS 4

  1. View Cash Drawer History
  2. Manage Cash Drawer for Different Locations
  3. Manage Checks in the Cash Drawer
  4. Manage Bank Drop in the Cash Drawer

Referrals & Settings 2

  1. Manage Referral Settings
  2. View Referral Logs

Membership 3

  1. Cancel a Membership for a Patient
  2. Add Patient Memberships to a Patient’s Profile
  3. Manage Membership Settings, Membership Agreements and Membership Types

Promotions 2

  1. Add / View / Edit Discount Groups
  2. Manage Promotions

Payment Processing 2

  1. How to Set Up Stripe Keys for Payment Processing?
  2. How to Edit Invoice Footer Disclaimer?

Credit Ledgers 1

  1. View Credit Ledgers

Reports 14

  1. How to Review Sales Reports?
  2. Review Service and Provider Sales Report
  3. Compare Sales Across Locations
  4. How to Review Monthly Membership Report?
  5. Review Membership Reports of Current Members
  6. Review Membership Reports of New Members
  7. View Membership Cancellation Reports
  8. View Net New Membership Reports
  9. How to Review Payment Methods in Financial Reports?
  10. How to Review Revenue Breakdown in Financial Reports?
  11. How to Review Service Revenue by Location?
  12. How to Review Provider Revenue by Location?
  13. How to Review Revenue by Product Type & Category in Inventory Reports?
  14. Review Inventory Utilization Report

Treatment Plans 4

  1. Manage Treatment Plan Templates and Apply Them to Patient Profiles
  2. View Treatment Sessions
  3. Prescribe and Start a Treatment Plan
  4. Manage Treatment Plans

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