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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
OutSmart EMR Knowledgebase
System Updates
SYSTEM UPDATES
Release Notes February 26th 2019
Release Notes February 20th 2019
Release Notes February 6th 2019
Release Notes January 24th 2019
Release Notes March 18th 2019
Release Notes April 1st 2019
Release Notes May 7th 2019
Release Notes May 13th 2019
Release Notes June 6th 2019
Release Notes July 22nd, 2019
Release Notes August 8th 2019
Release Notes September 13th 2019
Release Notes October 1st 2019
Release Notes October 4th 2019
Release Notes October 15th 2019
Release Notes March 18th 2019
In This Article:
SOAP Charts
Privacy Policy
Patient Workspace
Patient Portal
Office Management
Documents
Basic Forms
SOAP Charts
Fixed some spelling and formatting errors
Updated IV Bag labels to include expiry date option, clinic phone number, and “Keep Refrigerated” text.
Fixed issue where Admin staff could not generate the Product Schedule within a patient’s Treatment Plan.
Privacy Policy
Updated privacy and cookie policy:
https://www.outsmartemr.com/privacy.html
Patient Workspace
Fixed corner-case that caused broken links in Transaction List.
Change a tab name from “Patient Portal” to “Medical Access Code” to more accurately reflect the purpose of that tab. That tab specifically deals with the provision of an Access Code for patients to gain access to their medical data via the Patient Portal.
Patient Portal
Fixed issue where patients were unable to cancel appointments that were booked manually by an admin or a practitioner.
Office Management
Removing a practitioner from an office will now also remove any subscription modules assigned to that practitioner by the office owner, IF they are not being used in other offices.
Documents
Fixed issue where using the Share Pin to share a document with an external practitioner would not save the connection for future use. Now, when you use the Share PIN, the practitioner that you connect to will be available to share with again without needing the use of the Share Pin every time.
Enhance the document list UI to allow pagination and sorting
Basic Forms
Main Navigation link to Basic Forms has been removed from all accounts that do not use Basic Forms. The Basic Forms system will be retired on June 1st, 2019.