BEFORE YOU START
BUILD YOUR TEAM
GET READY FOR LAUNCH
ADVANCED SCHEDULING WORKFLOWS
EXPLORE SMARTFORM QUESTIONNAIRES
EXPLORE REPORTING TOOLS
EXPLORE INVENTORY MANAGEMENT
RAPID CHARTING WORKFLOWS
ADVANCED DISPENSARY WORKFLOWS
TASK LIST MANAGEMENT
CUSTOMIZE YOUR OUTSMART EXPERIENCE
SOAP / MEDICAL CHART
In This Article:
To create your new Practitioner, Assistant, or Staff OutSmart account, go to the OutSmart Registration Form and fill out your information. (If you are a Patient, please read this article to learn how to setup your Patient Portal account.)
This form is at the centre of the OutSmart Registration Form page.
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.
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.
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.
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.
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.
Click on your initials to the right of the Search Bar to open the Account Menu.
Click the + button to create a new office.
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.
When you create an OutSmart Subscription, you can select the number and type of Module Licenses you require. Module Licenses are not required for Admin or Assistant account types. Module Licenses are also not required for Practitioners who only intend to use the free portions of OutSmart. For those who require Module Licenses, here is how you set this up:
Only the practitioner who created the office in OutSmart can purchase subscriptions.
Make sure you assign all applicable modules prior to purchase.
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.
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.
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:
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.