Training Sessions
Scheduling
- Preview the New Calendar Scheduler
- How to View Changes Made to an Appointment
- How to Set Office and Provider Hours
- How to Schedule Rooms and Supplies
- How to Schedule Appointments with Providers
- How to Disable & Enable a Calendar
- How to Customize & Color Code Appointments
- Text Appointment Reminders
- Check In Check Out Setup
- How to Setup Recurring Block Hours
- How to Default an Appointment Type within the Appointment Window
- How to Create a Follow-Up Request
- How to Utilize the P2P Patient Reviews Module
- How to Set Up Online Scheduling
Messaging
- Sending a Message
- How to Search Messages Within the Power2Practice EMR
- Receive Email Notifications for P2P Messages
Inventory
Tasks
- Creating a View Lab Results Task
- Creating a Call Task
- Create a Refill Request Task
- How To Reply To Tasks
Patient Chart
- Adding a Patient
- Navigating the Patient List
- How to View a Patient’s Appointment History
- Adding a Patient’s Photo
Aesthetics
Documents
Patient Portal
- Document Library
- How to Edit the Questionnaire
- Resend Patient Welcome E-mail
- Customize Email Template
- Customize Appointment Reminder Duration
- How to Add your Practice Logo to the Patient Portal
- How to Easily Unlock a Patient from the Patient Portal
- Patient Portal Registration Process
- How to Customize the Appointment Reminder Text Message
FitBit
Notes
- Entering a Note
- Performing a Physical Exam
- Logging a phone consult
- Entering Vitals and Weight
- View Open Notes
- Selective Note Generation
- Printing Your Notes
- Using the Quick Notes Section
- How to Create Note Templates
- How to setup Medical Note Inclusion Preferences
- How to utilize the Rich Text Editor in Notes
- Customize Vital Signs Measurement Units
- How to Check Boxes within Your Notes
- How to Re-order Sections of Your Medical Note
- How to Rearrange the Order of Your Notes
- How to Sign Off on Individual Notes
Physical Exam
Diagnosis
- Adding a diagnosis
- Adding a diagnosis note
- Moving a diagnosis from active to historical
- Choose an active diagnosis
- View current Diagnosis History
- How to Setup Your Diagnosis Favorites List
Labs
- How to Order Lab Tests
- Enter Test Results
- Viewing Lab Results
- Viewing Discreet Data
- Setup commonly ordered tests and lab test groups
- Customize the Lab Company Selection
- Configuring Lab Results Privacy
- Viewing SpectraCell Lab Results
- How to Notify Other Users of Lab Results
- How to Resolve Lab Result Import Errors
- How to Sign Off on Labs
Diagnostics
Medications and Compounds
- How to Order a Medication
- How to order a Compound
- View Medication History
- Sort Patient Entered Medications and Supplements
- Change or update a medication
- How to Refill Medications and Compounds
- How to Discontinue or Remove a Med, Compound, Vitamin, or Supplement
- How to Delete a Saved SIG
- Utilizing Start and End Dates
- Adding a Patient’s Preferred Pharmacy
- Checking Fax Failures
- How to Add a Supervising Provider Signature to a Prescription
- How to Order a Medication via the E-Prescribe Module
- ERX Additions
Vitamins and Supplements
- How to Order a Vitamin
- Customizing the Vitamin Ordering Screen
- How to Discontinue or Remove a Med, Compound, Vitamin, or Supplement
- How to Order Supplements with Nutraceuticals Direct
- How to Make a Supplement Recommendation & Checkout on the Patient’s Behalf
- How to Fullfill Your Supplement Order with Get Healthy
Referrals
Billing
- Generating an encounter form
- Generating a super bill
- Adding a policy
- Moving a Policy from Active to Historical
- Uploading a Fee Schedule
- Utilize Group Billing
- Setup Group Billing
- Fee Schedule – Adding Fees to Procedures, Offices Services. Labs. Meds, Vitamins and Diagnostic Tests
- How To Export Your Fee Schedule
- How to Create New Procedure Codes and Edit Existing Codes
- How to Process Credit Card Payments
- How to Apply Sales Tax
- How to Add Adjustments and Discounts