EMR How-To Guides
Find step-by-step instructions for performing common day-to-day tasks in the EMR portal.
- How to Find and Manage a Patient's Profile
- How to Resend a Visit Request to a Physician Partner
- How to Create an Order or Subscription Manually
- How to Manage Patient Subscriptions
- How to Manage Order Requirements (Submit Forms, Upload Files)
- How to Add or Deduct Patient Credit
- How to Retry a Failed Payment
- How to Use the Patient Chat
- How to Access Stripe's Customer or Payment directly from the EMR
- How to Create a Canned Message
- How to Cancel an Order
- How to Export Orders
- How to Create a Prescription
- How to Add a New Drug to Your Catalog
- How to Fulfill a Prescription for an Order
- How to Monitor Patient Activity
- How to Manage the Patient Watchlist