New Articles

  1. Video: Adding notes to a patient's appointment

    Check out this video and learn how to add notes to your patient's appointment. ...
  2. Video: Printing a HCFA 1500 form

    Watch this video and see multiple ways to print an HCFA 1500 form. ...
  3. Video: Printing a UB04 form

    Check out this video and learn how to print UB04 (institutional) claim forms for your patients. Here is an article that will walk you through printing a UB04 form. ...
  4. Video: Aligning your UB04 form

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  5. Video: Aligning your HCFA 1500 form

    The HCFA 1500 text form should be used if you have the pre-formatted red HCFA paper loaded into your printer. If you are printing on plain, white, 8.5" x 11" paper, you want to use the HCFA 1500 non-text option. It w...
  6. Inviting a Patient to OnPatient on the iPad App

    You can invite a patient to connect through OnPatient from the iPad. The requirements for inviting a patient on the iPad app are the same as the web. You will need the patient's email and: The patient's Social Security Number --OR-- ...
  7. Viewing Tasks by Due Date

    You can filter the view for tasks by different due dates in the task center Click on the task center icon ( ). Click on the Due Date filter dropdown menu and select the filter you would like to view the tasks by. Tasks that do not...
  8. Downloading Patient Documents

    If you need to export/download a patient's documents, you can do so from their chart. Go to a patient's chart and select Documents from the menu on the left. Scroll down to the Uploaded Documents section. Click ...
  9. Confirming a Provider's Identity for EPCS

    Learn more about Setting Up EPCS with ID.me
  10. Controlled Substances Audit Log

    The Audit Log captures each step of the prescription process when a controlled substance medication is ordered. The actions are recorded in real-time as the medication is ordered and provide detailed information documenting the controlled substance...