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OutSmart Guide
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Getting Help
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Before You Start
OutSmart EMR Transition Guide for Clinics
Getting Started
Quickstart
Overview
Create an account on OutSmart EMR
Create or Join an Office
Purchase Your Subscription
Completing Your Profiles
The OutSmart Interface
Overview
Using The Search Bar
Quick Access Icons
Importing Data from Other Systems
Overview
Importing Patient Demographic Data
Importing Inventory Lists
Importing Your Schedule
Importing Previous Charts
Pre-Launch Checklist
Dashboard
Dashboard Setup
Daily Schedule Printout
Dashboard Cards
Overview
Daily Schedule
SOAP Charts: Incomplete Charts / Recent Charts
Daily Express Checkout
Booking Trends
Product Label
Dispensary Orders
Recent Notes
Patient Waitlist
Scheduling
Getting Started With The Calendar
Overview
Creating Event Types
Event Scopes: Practitioner vs Office
Setting Up Your Hours Of Operation
Advanced Hours of Operation
Using The Calendar
Overview
Calendar Overview
Booking Events
Editing Events
Deleting & Recovering Events
Accessing Event Logs
Calendar Alerts
Calendar Search
Creating and Editing Repeating Events
Find Availability Tool
Calendar Settings
Overview
Calendar Options
Calendar Master List and Short List
Appointment Notifications
Overview
Appointment Confirmations
Global Confirmation Message
Appointment Reminders
Waitlist
Overview
The Waitlist Dashboard Card
Adding a Patient to the Waitlist
Notifying a Waitlist Patient
Booking a Patient From the Waitlist
Managing Waitlist Entries
OutSmart Meet Telemedicine
Patient Workspace
TODO: Client Workspace Overview
TODO: Workspace Notes
TODO: Medical Summary
Merging Duplicate Patient Records
Charting
Introduction To Charting
Overview
Introduction To Charting
Creating A New Chart
The Charting Interface
Charting Preferences
Locking and Unlocking a Chart
Deleting a Chart
Creating a Patient Treatment Plan
Printing your Chart
Charting for Students or Interns
Basic Charting
PRO Charting
Overview
Headings and Smart Lists
Protocols
Smart Templates
Chart History
Recipes and Blends
Smart Canvas
Printing and Faxing Prescriptions
Pro Charting Sections
Overview
Measurements
Diagnoses
Product Recommendations
Injections
IV Therapy
Acupuncture
Questionnaires
Basic Headings
Heading With Status
Free Form Sections
Document Management
The Documents Module
Overview
Navigating The Documents Interface
Uploading and Managing Documents
Deleting Documents
Changing a Document's Patient Association
Changing a Document's Owner
Document Ownership in Multi-Practitioner Clinics
Sharing Documents With Patients
Sending and Receiving Faxes
Fax History
Patient Referral Tool
Smart Forms V2
Smart Forms V2 Overview
Quick Start Guide
The Smart Forms Page
The Form Editor
Creating A Smart Form
Editing A Smart Form
Question Types Reference
Sending Smart Forms To Patients
Patients Filling Out A Smart Form
Viewing Smart Form Submissions
Sharing Smart Forms With Other Practitioners
Expiries And Link Timing
Emails Reference
Smart Forms V1 (Legacy)
Smart Forms V1 Overview
Creating A Smart Form V1 Questionnaire
Editing A Smart Form V1
Sending Smart Forms V1 To Your Patients
Viewing Smart Forms V1
Consent With Signature Form (Smart Forms V1)
Sharing Smart Forms V1
Online Booking
Online Booking Overview
Getting Started
Overview
Prerequisites
Setting Up Your Booking Handle
Accessing Your Booking Page
Edit Mode Basics
Customization
Overview
Branding Overview
Primary Color
Secondary Color (Tag Color)
Hero Image
Office Logo
Profile Photos
Social Media Links
Virtual Office Settings
Managing Services
Overview
Services Overview
Enabling Services
Service Categories
Service Details
Service Properties
Service Pricing
Reordering Services
Team Management
Overview
Team Overview
Adding Practitioners
Practitioner Profiles
Practitioner Images
Reordering Team
Booking Settings
Overview
Settings Overview
General Preferences
Cancellation Policy
Account Requirements
Questionnaire Setup
Calendar Settings
Contact Display
Waitlist Settings
Payments
Overview
Payments Overview
Card Registration
Deposits
Saved Cards
Marketing Tools
Overview
Supported Platforms & Integration
The Conversion Funnel
Tracking Bookings in Google Analytics 4
Media Buying Strategies
Technical Implementation & Testing
Next Steps for Marketing Teams
Integrations
Overview
SmartForms Integration
Patient Portal Connection
How Patients Join the Waitlist
How OutSmart Identifies an Existing Patient
Online Booking V1 (Legacy)
About Online Booking V1
V1 Setup Overview
V1 Online Booking Options Panel
V1 Book Now Button
Patient Portal
Patient Portal Account Overview
Patient Treatment Plans
Shared Documents
Upcoming Appointments
Smart Form Assignments
Patient Profile
Adding Family Members to an Account
Providing Patients Access To Their Medical Records
Dispensary Management
TODO: Managing Multiple Dispensaries
Transactions Page
Promotions and Discounts
Inventory Management
The Dispensary
Overview
Initial Dispensary Configuration
Setting Up Payment Processing with OutSmart Pay
Product List
Overview
Managing Dispensary Items
Creating billable items from Calendar Events
Invoicing Basics
Overview
Creating an Invoice
Managing Existing Invoices
Creating Refunds and Store Credit
Reports
Reporting Overview
Sales Reports
Patient Reports
Inventory Reports
Purchase Reports
Schedule Reports
Charting Reports
Downloading Report Data
Office & Team
Managing Your Team
Overview
Inviting Practitioners and Staff To Your Office
Removing Practitioners and Staff From Your Office
Dispensary Permissions
Patient Privacy Between Team Members
Overview
Linking a Patient to Other Practitioners or Offices
Manually Assigning a Patient to a Practitioner (Admin Staff Only)
Assigning a Patient to an Office (Practitioner Only)
Managing Your Office
Overview
Editing Your Office Profile
Creating Additional Offices
Security
Security Overview
Setting Up Multi-Factor Authentication
Changing Your Login Credentials
Subscriptions
Subscriptions Overview
Subscription Types
Updating Your Payment Information
Integrations
Active Campaign Integration
Telus Health Insurance Integration
System Updates
System Updates
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