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Tips that save time.
A short collection of practical guidance. We add to this list as the product evolves.
Productivity
Open the command palette
Ctrl + KUse the command palette to jump to patients, pages, and actions without leaving the keyboard.
Use auto-text snippets
Save common phrases as snippets that expand when you type a short trigger. Configure snippets under Settings.
Search across the chart
Search inside a patient record to jump to the section you need — notes, labs, medications, documents.
Clinical
Dictate notes with the AI scribe
Start the scribe at the beginning of the visit. It listens passively and drafts a structured note you can edit and sign.
Surface abnormal labs
Use the labs view to filter by abnormal results across a patient or a panel, with trending over time.
Scheduling
Drag to reschedule
Drag an appointment to a new slot to reschedule it. Affected patients are notified through the configured channel.
Filter by provider or resource
Filter the schedule view to a specific provider or shared resource to spot conflicts quickly.
Billing
Validate before submitting
Run the claim validator before submitting a batch. Most claim errors can be fixed in the EMR before they reach the payer.
Track remittances
Use the billing dashboard to track paid, denied, and pending claims so nothing slips through the cracks.