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 Charting Basics Basic Document Management OutSmart Meet Tele-Medicine Quick-Start Guide How to Setup Your Subscription

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

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

Introduction to Smart Templates Recipes & Blends, Prescriptions, and Product Schedules Using product protocols effectively

Advanced Invoicing Tools

Nutrichem Prescriptions

Task List FAQ

Integrating with Active Campaign Release Notes July 27th 2021 Release Notes July 2nd 2021 Release Notes June 28th, 2021 Release Notes June 16th, 2021 Release Notes June 15th 2021 Release Notes May 29th 2021 Release Notes May 27th 2021 Release Notes May 13th 2021 Release Notes April 19th 2021 Release Notes January 20th 2021 Release Notes October 21st 2020 Release Notes October 8th 2020 Release Notes September 29th 2020 Release Notes September 21st 2020 Release Notes September 11th 2020 Release Notes August 17th 2020 Release Notes August 10th 2020 Release Notes July 27th 2020 Release Notes July 14th 2020 Release Notes June 17th 2020 Release Notes June 10th 2020 Release Notes May 25th, 2020 Release Notes May 4th, 2020 Release Notes April 27th, 2020

Patient Portal Info in Email Notifications Client / Patient Workspace Settings

Purchase Orders FAQ Invoicing FAQ Inventory Management FAQ Processing Credit Cards

Merging or Deleting Duplicate Patient Records Printing Patient Labels Adding and Removing Clients / Patients

Revoking and regenerating Access Codes How to clear your browser cache What to do if a Patient’s e-mail address is compromised

Subscriptions FAQ Subscription Types Reactivating A Suspended Subscription Updating Your Payment Information

SmartForms and Questionnaires How can I gain access to my medical data? How to redeem an access code Setting up a Patient Portal account

Google Chrome

Fax History Document Management FAQ Fax Management

Reports FAQ

Changing Your Login Credentials

Office Management FAQ Creating Additional Offices / Clinics Editing your office details

Charging Credit Cards at Online Booking Online Booking FAQ Online Booking Preferences Online Booking Patient Experience Understanding Magnetic Booking

Notifications FAQ Email Notification Templates Appointment Confirmations and Reminders

How To Manage Insurance via Telus Health Google Calendar

Daily Schedule Printout Scheduling FAQ Calendar Master List and Short List Event Logs Calendar Alerts Calendar Search Recurring Events

How To Manage SmartForms 2.0 SmartForms FAQ

Print / Fax Prescriptions Charting For Students or Interns IV Therapy Charting Basic Charting Sections Overview Products, Supplements & Prescriptions Smart Canvas Medical Charting Preferences  SOAP / Medical Chart FAQ