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LegendEHR
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Patient Portal

9
  • Creating Account on Patient Portal
  • How to Self Check-in from Patient Portal?
  • How to give access of documents to patient portal
  • How to turn on provider availability for patient portal
  • How to select which tabs are accessible in patient portal
  • How to Upload Documents on Patient Portal
  • How to do Payment from Patient Portal
  • How to Create Appointment on patient portal
  • How to give Patient Portal Login Access to Patient
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LegendEHR

16
  • How to Create Memo Notes?
  • How to view the current App Version?
  • How to change the application theme?
  • How to create a ticket?
  • What is the “Recent Patient” icon, and how do we use it?
  • How to edit the profile?
  • How to search for a patient by name or ID?
  • How to Compare Documents
  • How to change the practice location?
  • Permission to change Rendering Provider and Physician in Super Bill
  • How to add Workers’ Compensation Health (WCH) Insurance
  • How to Resolve LegendEHR Crashing
  • Areas where V1 User Groups are used in
  • User Practice Policy Settings rights details
  • How to Access Surescripts from iPad
  • How to Upload External Lab Documents
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Schedule

6
  • Scheduling Telemedicine Appointments in Legend EHR
  • How to Schedule an Appointment
  • How to Reschedule an Appointment
  • How to Follow up an Appointment
  • How to Create Appointment using Next Available Appointment Feature
  • How to apply filters on Scheduler using Legend
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Settings

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  • How to enable Is Ready status in the Rooms stat pop-up
  • How to enable the Aire Skin Store?
  • Appointment Reasons and Patient Portal Availability
  • How to Manage No-Show fee for an office?
  • How to manage Holidays and Saturday off?
  • How to Add a Patient Education Document to Legend
  • How to Add EMR Diagnosis
  • How to Encrypt User Devices?
  • How to set a minimum radius for patient portal check-in
  • How to Update Time Interval for an Appointment
  • How to remove post global period
  • How to Add a User and Assign Group
  • How to add Smart Phrases from Settings
  • How to Add Practice
  • How to Add Practice Location
  • How to Add a New User Group?
  • How to Add Insurance Carrier
  • How to add a Provider
  • How to Add a New Patient Title
  • How to add a Patient type
  • How to add a Referring Physician?
  • How to Add a New Appointment Type
  • How to Add Referrals
  • How to Add a Procedure
  • How to Add Charges against Procedures
  • How to Add Labs
  • How to Add a Pathology Diagnosis Code
  • How to change Appointment Reason Time limit
  • How to Add an Invoice Message
  • How to Enable Appointment Availability against the Providers
  • How to Add Consents
  • How to Add Email/SMS of Appointment Reminder Schedule
  • How to Enable Two Step Verification
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Billing

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  • How to Proceed Payment from Email
  • How to do E-Posting
  • How to Charge the Cancel Appointment Fee?
  • How to do Posting against Challenge Records
  • How to Cancel Transaction
  • How to do Insurance Refund
  • How to do Patient Refund
  • How to do Recoupment for Insurance/Patient
  • How to generate Patient Invoice from EHR
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EMR

22
  • What is the purpose of the copy button in the Progress Note?
  • What is the purpose of the Save button in the SuperBill?
  • How to Generate Multiple Super Bills?
  • How to print a Super Bill?
  • How to Access CPT Codes in the Super Bill?
  • How to Print a Progress Note?
  • How to Create a Walk-In Appointment?
  • Artificial Intelligence in EMR Progress Notes
  • How to use the Bodychart in EMR
  • How to share Patient Education Documents with Patients
  • How to Assign MA
  • How to enter data into progress note chart
  • Code/Chart Review: How to send back progress notes for review
  • Code/Chart Review: How to Adjust or Challenge a review
  • How to add diagnosis and procedure in progress note chart
  • How to add Vitals
  • How to Charge payment from patient and Insurance
  • How to Add a Paper Lab Order
  • How to Add Smart Phrases from EMR
  • How to Use Speech Module on EMR
  • eConsent flow on EMR
  • How to manage EMR/Patient Documents with Sub Folders
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Patient

7
  • How to mark a patient as deceased in Legend
  • How to Self Check-in from Practice Portal?
  • How can we grant access to another user using the same Email Address
  • How to give Patient Portal Login Access to Patient
  • How to manage EMR/Patient Documents with Sub Folders
  • How to Create a New Patient
  • How to Auto Reflect Updated Patient Information against Insurance
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MD

2
  • How to View MD Tab Notes
  • How to Sign Notes from MD Tab
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Reporting

5
  • How to generate deceased patients reports
  • How to get a report on code/chart review
  • How to view the number of different procedures performed within a specific time range
  • How to Retrieve the Advance Payments Report?
  • How to generate patient report based on ICD/CPT codes, modifiers and/or office location
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Lab

1
  • How to Create Lab Order
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Billing

  • How to Proceed Payment from Email
  • How to do E-Posting
  • How to Charge the Cancel Appointment Fee?
  • How to do Posting against Challenge Records
  • How to Cancel Transaction
  • How to do Insurance Refund
  • How to do Patient Refund
  • How to do Recoupment for Insurance/Patient
  • How to generate Patient Invoice from EHR