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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

LegendEHR

19

Electronic Health Information Export Format
LegendEHR Predictive Decision Support Intervention (DSI)
MFA in LegendEHR
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

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

Settings

33

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

Billing

9

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

EMR

23

Artificial Intelligence in EMR progress notes
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?
Using AI 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

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

MD

2

How to View MD Tab Notes
How to Sign Notes from MD Tab

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

Lab

1

How to Create Lab Order

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Electronic Health Information Export Format

Electronic Health Information Export Format

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Updated on October 10, 2025

LegendEHR Predictive Decision Support Intervention (DSI)

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