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AdvancedPM & AdvancedEHR

Dashboard/Patient Chart (EHR)

Customize Dashboard and Patient Chart Dashboard

We have added a Customize icon to the Dashboard that opens the new Customize
Dashboard and Patient Chart screen.

Use the new Customize Dashboard and Patient Chart screen to select which patient
cards display, and which items display on the dashboard and chart toolbar.

Click the Customize icon.

Select which items you want to display and click Save. The settings remain until you change
them.

Note: When you select to display toolbar icons, the icons displays as usual. The six main toolbar icons display on the toolbar, and the other icons display on the drop-down until you click them.

Restore Defaults

Click Restore to Defaults to display all items.

Patient Chart

As part of this update, we have removed the Restore Defaults icon from the patient
chart toolbar because it is no longer necessary.

Video Training Library (PM/EHR)

The following video has been added:

  • Invoice Billing
    Clients can now bill for medical services provided to a business or organizational entity
    using the Invoice Billing add on module. This feature gives clients the ability to send an
    invoice out with multiple patients to one entity and receive one payment to post. In this
    session we will create an Invoice Entity, associate patients to the entity, create an
    invoice for services rendered and finally add payments to the invoice payment module.

The following videos have been updated: