Skip to main content
Back to help

Help center

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 + K

Use 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.

Have a tip that would help other clinics? Send it to us through the contact page.
Quick Add
Online