OutSmart EMR Knowledgebase

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Create Your Account

Initial Setup Video

Update Jan 2023:  New account registrations now need a registration code.  Please see information below this video for more details.




Create a Practitioner or Staff Account – UPDATED JANUARY 2023

To create your new Practitioner or Staff OutSmart account, you must first receive a registration code or link from OutSmart Support or another practitioner or clinic member using OutSmart EMR.  Registration codes and links are sent via email.  (If you are a Patient, please read this article to learn how to setup your Patient Portal account.)

  • If you are joining a clinic that is already using OutSmart EMR, the clinic staff will send you a invitation to join by email.  Once you get the email invitation, click on the link within the email to create your OutSmart Account.
  • If you are creating an account from scratch and not joining an existing clinic using OutSmart EMR, then you will need to contact OutSmart Support at 1-888-507-0826 or by email at info@outsmartemr.com to request a registration link.

Check your spam if you are sent a registration link and you do not see it in your inbox.

When you click on the registration link in your email, you will be directed to the OutSmart EMR account registration page.  The registration code will be automatically entered for you.  Please fill out the rest of the fields (all fields are required) and ensure that the email address you enter is the same one where you received your registration link.

Create an Office / Clinic

When you login to your OutSmart account for the first time, you will be asked to either create a new Office, or to approve an invitation to join an existing Office.

If your email address has not been invited to join an office, you can only create a new office.

If you are an Admin or Medical Assistant to a practitioner, then you should make sure that you are only approving an invitation to join an Office, rather than creating a new Office.

If you are a Practitioner, then you can either create a new Office, or join an existing one, depending on your situation.

If your email address was invited to join an office, you will be prompted to either approve the invitation, or to add a new office.

Note: If you are supposed to be joining a clinic, but do not see an invitation to join the clinic when you log in to your account, ask the practitioner who is supposed to invite you to their clinic to re-send the invitation.  Once they have done so, log back in to your account and you will see the Approve Invitation link.

Accepting An Invitation To Join An Office / Clinic

When you log into your account, if there is an active invitation that has been extended to you, you will see the option to Approve the invitation.  Click on Approve, and you will be instantly connected to that Office / Clinic.

Creating A New Office / Clinic

When you log into your account as a Practitioner, you have the option of creating a new Office.  Click on the Create New Office link to begin the process.

This will open up the New Office Creation Page.  Make sure to enter information in all the fields in order to activate the Create Office button.  If you do not enter all the required information, the Create Office button will not be activated.

Note: If you do not have a website for the clinic, simply enter “www” for the website name in order to continue.

Once you have entered all the required information, click on the Create Office button to create your new Office.

Once all required fields are completed, you can click Save Details and Create Office.

Editing an Office Profile

The office Profile is accessible from the Main Navigation Menu, by clicking on Office:

Select Office from the main navigation menu to access the office profile.

Once in the Office Profile page you can edit your office address, contact information, and office logo.  The office logo is used on almost all printouts like invoices, treatment plans, product and IV labels, etc.

Creating Additional Offices

In OutSmart, you can have as many offices as you want associated with your account.  There is no charge for additional offices.  Here are some instructions on how to add additional offices to your account.

  1. If you are logged in to your account, click on your initials at the top right of the screen.  This will open up the Account Menu.
  2. In the Account Menu, click on Change Office.  This will bring you to the Office Selection Page.

    Click on your initials to the right of the Search Bar to open the Account Menu.

  3. On the Office Selection Page, click on the ‘+’ icon at the top right of the office options.  This will take you to the New Office Details Page.

    Click the + button to create a new office.

  4. Enter all your office details, and make sure all required fields are filled out.  A required field is marked by a red “X” next to it.
  5. Click on Save Details and Create Office button when you are done.

That’s it!

Purchase Your Subscription

If you have decided to use the advanced features of OutSmart EMR, then you will need to purchase a Subscription.  Purchasing a Subscription requires you to have already setup an account and created an Office.  If you have not yet done so, please follow the steps in the account creation and office creation help files before continuing with the steps outlined in this article.  In addition, if you are planning on inviting other practitioners and staff to your office, you should do that first as well.

Now that you have created your account and setup your first Office, you can setup your OutSmart Subscription.  Follow the information in this guide to purchase your subscription.

Complete your Office Profile and your Practitioner Profile

Completing your Office Profile and Practitioner Profile are important steps that must be completed regardless of whether you are using a free account or a paid subscription.  The information you enter in these profiles is used in various areas across OutSmart.

Completing Your Office Profile

To complete your Office Profile, select the Office option in the Main Navigation Menu.  This will take you to the Office Details Page.

Since most of your Office information was already entered when you initially created the office, the only part left is to upload your Office Logo.  The ideal image dimension will be in a 1:1 ratio, with the ideal size being 300 x 300 px.  The only accepted formats are JPG and PNG.

To upload your logo, click on the Upload Office Logo button in the Office Details Page, and select your logo from your file browser.

The tool to upload your office logo is to the left of the Location Information on the Office Details page.

You can learn more about editing your Office Profile here.

Completing Your Practitioner Profile

To complete your Practitioner Profile, click on the User Menu, identified by your initials, at the top right of the screen, and select the My Profile option in the menu.  This will take you to the Practitioner Profile Page.

On this page, there are a number of areas that must be updated:

  1. Upload a picture of yourself that will be used in areas like the Online Booking Page.  The ideal image dimension will be in a 1:1 ratio, with the ideal size being 300 x 300 px.  The only accepted formats are JPG and PNG.  Click on the Upload Profile Picture, and select the file from your file browser.
  2. Enter your Title in the title field. (for example, Dr.)
  3. Enter your Suffixes, which essentially are your credentials. (for example, MSc, ND, MD, etc).
  4. Enter your Professional License Number, if applicable.  This will be displayed on Invoices and Patient Treatment Plans.
  5. Enter your Professional Bio, which will be displayed on the Online Booking Page.

    The information you upload to the practitioner profile will appear in various places, such as your online book link and patient invoices.

You can learn more about your Practitioner Profile here.