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JUST GETTING STARTED
OutSmart EMR Transition Guide for Clinics
Create Your Account
The OutSmart Interface
Explore The Dashboard
Create Your Calendar Event Types
Scheduling Basics
Setup Your Hours Of Operation
Setup Online Booking
Create Your First OutSmart Dispensary
Copy Calendar Event Types Into the Dispensary
Invoicing Basics
Invite or Remove Practitioners And Staff
Managing Your Team’s Permissions
Understanding Patient List Privacy For Teams
Schedule Live Training
Import Data From Previous Systems
Pre-Launch Checklist
READY TO STEP IT UP
Customize Online Booking Availability By Event Type and Resource
Configure your Calendar Shortlist
Customize Your Event List by Office (Event Scopes)
Daily Schedule Dashboard Card
SOAP Charts Dashboard Card
Daily Express Checkout Dashboard Card
Booking Trends Dashboard Card
Product Label Dashboard Card
SmartForms Overview
Creating a SmartForm Questionnaire
Editing a SmartForm Questionnaire
Sending SmartForm Questionnaires To Your Patients
Viewing & Printing Submitted SmartForms
SmartForm Consent Form with Signature
Sharing SmartForm Templates and Submissions
The Patient Portal
SmartForm Questionnaires
Sharing Documents with Patients
Providing Patients Access To Their Medical Records
What Are Access Codes?
PRO Charting Features
Charting History
Working with Measurements
Product Recommendations
Working with Diagnoses
Headings and Smart Lists
Sharing Medical Data Between Practitioners
Alerts For Important Patient Notes
Connecting a patient to multiple offices or practitioners
Sales Reports
Patient Reports
Export Data
Purchase Reports
Inventory Reports
Reporting Overview
Schedule Reports
Inventory Management Overview
Managing your product list
Adjusting Inventory Levels
Purchase Orders
SHOOT FOR THE STARS
Introduction to Smart Templates
Recipes & Blends, Prescriptions, and Product Schedules
Using product protocols effectively
Advanced Invoicing Tools
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