CHR Settings

Customizing 'Appointment Letters' (Online Booking Page)

Written by Alex MacNeil
Updated over a week ago

Improved Patient Data Visibility

Ability to add important information to the Patient Header

Written by Ingrid Spence
Updated over a week ago

Creating specific Roles (and applying user permissions to these Roles)

How to create and edit roles for a clinic, as well as applying user permissions very easily.

Written by Alex MacNeil
Updated over a week ago

Appointment Module Data

A way to configure data to pull information about multiple appointments.

Written by Alex MacNeil
Updated over a week ago

Hide Appointments In Patient Portal

You can now hide appointment types from being viewed by the patient in the portal!

Written by Alex MacNeil
Updated over a week ago

Printing patient labels (Dymo printer)

Use a Dymo Labelwriter printer to print patient labels

Written by Mitch Glazier
Updated over a week ago

Inviting a New User

How to add users (staff/practitioners) to your account

Written by Mitch Glazier
Updated over a week ago

User Permissions

How to grant or restrict a user's access to a specific section in your account.

Written by Mitch Glazier
Updated over a week ago

Edit User Settings

How to edit security, permissions, roles and the profile details for your specific clinic users.

Written by Mitch Glazier
Updated over a week ago

How can I get a user's activity and access log?

Written by Tara Macklin
Updated over a week ago

Deactivating Account Users

Written by Mitch Glazier
Updated over a week ago

SRFax Integration

Written by Ingrid Spence
Updated over a week ago

Signing up to SRFax and next steps

Written by Ingrid Spence
Updated over a week ago

Configuring your SRFax integration

Written by Ingrid Spence
Updated over a week ago

Adding a second fax number to your SRFax account

Written by Ingrid Spence
Updated over a week ago

Porting an existing fax line to SRFax

Written by Ingrid Spence
Updated over a week ago

Fax failure reasons

Written by Ingrid Spence
Updated over a week ago

Resending a failed fax

Written by Tara Macklin
Updated over a week ago

Account Information

How to change your clinic's contact information, name and time zone

Written by Mitch Glazier
Updated over a week ago

Smartphone App (Qnaire) Settings

Patient facing Qnaire Settings

Written by Mitch Glazier
Updated over a week ago

Configuration for a Signature

Setup an Electronic Signature to display on Forms, Prescriptions and other Documents.

Written by Tara Macklin
Updated over a week ago

Patient Data Visibility Preference

Written by Mitch Glazier
Updated over a week ago

Adding credentials to your profile

Written by Mitch Glazier
Updated this week

Unlocking a User's Account

Written by Ingrid Spence
Updated over a week ago

Changing your password

Need to change your password? Follow these steps on how to change your password

Written by Ingrid Spence
Updated over a week ago

Account Security Settings

Adding and Editing Additional Security Settings to the clinic account

Written by Ingrid Spence
Updated over a week ago

Enabling Single Sign On (SSO) for your clinic

How to enable Single Sign On (SSO) for your Clinic

Written by Ingrid Spence
Updated over a week ago

Creating Instant Variables

Written by Tara Macklin
Updated over a week ago

Creating Form Statuses

How to create Form statuses

Written by Mitch Glazier
Updated over a week ago

Creating Letter Templates

Custom letter templates can be created with pre-populated data to save time when generating Encounters, Letters and Forms.

Written by Alison Brunskill
Updated over a week ago

Creating/ Editing Form Templates

Using Form Templates allows for quick completion of forms/requisitions.

Written by Alison Brunskill
Updated over a week ago

Using Appointment Variables in Form, Encounter of Letter Templates

Link appointment dates, times and practitioners to your Encounter, Letter and Form templates

Written by Tara Macklin
Updated over a week ago

Archiving Forms

Archiving Forms

Written by Danny
Updated over a week ago

Creating a Custom Letterhead

Written by Ingrid Spence
Updated this week

Creating Autofill Templates (for Forms)

Get forms completed faster

Written by Tara Macklin
Updated over a week ago

Automatically Populate Signature in Forms

Written by Alison Brunskill
Updated over a week ago

Simple Export Contents

What information does each simple export contain? This article describes each export and the data it will show you.

Written by Alex MacNeil
Updated over a week ago

Using Simple Data Exports

Using Simple Exports to extract clinic-wide data

Written by Mitch Glazier
Updated over a week ago

Using Data Slices to Export Information

How to use Data Slices to Export information

Written by Mitch Glazier
Updated over a week ago

Downloading and Opening Exported Files

Extracting Data Extract or Data Slice files

Written by Danny
Updated over a week ago

Enabling Two Factor Authentication for a User

Written by Ingrid Spence
Updated over a week ago

User (Personal) Security Settings

Adding and Editing Additional Security Settings to your specific account

Written by Ingrid Spence
Updated over a week ago