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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 October 15th 2019
In This Article:
SOAP
Express Checkout
Header Search and Patient Lists
Dispensary
SOAP
Deleted recipes will no longer show up in Product lists, IV lists, or Injection lists in the SOAP charts.
A print issue that occurred when attempting to print 4 or more prescriptions on one page has been corrected.
Fixed SOAP chart list display issues in the Patient Workspace, in the rare case when a SOAP chart was created without any office association.
Added buttons to “Remove All Freeform Sections” and “Remove All Sections” to the SOAP charting toolbar. This will help to quickly get rid of sections you do not need in your charts, instead of manually removing them one by one.
Added preference to allow practitioners to choose which sections they want loading into their charts by default. Practitioners no longer need to always have the SOAP freeform sections load every time.
Added the ability for practitioners to choose a starting template when creating a chart from the main Smart Charts page. Now you can have your charts pre-loaded with the templates you need on a visit by visit basis.
Added a new preference to allow practitioners to associate one of their Smart Templates with one of their Event Types. This will allow charts to auto-load a starting template based on the type of appointment your patient has.
Express Checkout
A new option has been added to the Express Checkout to allow you to automatically add the total volume of a blend as the quantity in an invoice, so that you can have better inventory management of blends.
Express checkout will now take the most up to date patient info from the Patient Workspace when creating invoices.
Header Search and Patient Lists
Updated search features to allow searching by patient phone numbers and e-mail addresses.
Added patient phone numbers to initial data displayed by the App Header search results.
Added a shortcut button to create a new SOAP chart to all App Header search results involving a patient.
Added patient gender to the App Header patient search results as well as the Patient Workspace.
Dispensary
Fixed issue preventing the ability to delete recipes from your dispensary’s product list.
Fixed issue causing creation of products to produce duplicates.