Egg Donor/ Ovum Donor Portal
Navigation In Artisan, patients and partners/IPs, donors and surrogates are all kept in separate portals. This allows for the records to be maintained independently, and linked when needed. To Access the Egg Donor/Ovum Donor Portal , select Clinical Tools (stethoscope icon) and click Egg Donors . …
How to Add Office Documents
How to Add Office Documents Navigation Zoom: Click on the Administrative Tools icon (clip board) and then select Office Documents . Import a Scanned Document or Other Image File Zoom: Place the document that you wish to import on your computer's desktop. Click Add Scanned Document . Clic…
Manual EOB entry
There may be times that you will need to enter EOBs manually into Artisan. Within Artisan there is a Manual EOB entry that will allow for ease in entering multi patient paper EOBs. To navigate to the Manual EOB Entry screen, click on the EOB/ERA tab next to reports that appears in every screen of the Accountin…
Package Plans
Package plans will be set up for any services that will have multiple line items or DOS encompassed in it. These will apply to global self pay programs and case rate insurances. To set up Package Plans in Artisan, please visit the manual Creating Package Plans Adding a Package Plan to a Patient’s Escrow Account …
Upload a Claim to the Claim.MD Clearinghouse
Artisan offers uploading of insurance claims via the Claim.MD Insurance Clearinghouse as an optional service. Navigation There are several ways to access a patient invoice in Artisan (patient tab, snapshots, and invoice summary). All invoices are found under the Accounting tab . For this example abov…
Order List
Order lists can be used as check lists within an ART cycle, within an Advanced Progress Note as physician orders or created from Orders as physician orders. Order List Templates Order lists are created under Order List Templates: 1. Click on Administration (gears in the bottom left corner of Artisan). 2. …
3rd Party Billing
Artisan will allow you to create Donor and Surrogate invoices and then assign those invoice responsibilities to the Intended Parent or to the Clinic. There are two ways to create an invoice for a donor or a surrogate. 1. As a prospective invoice from the calendar or home screen schedule - please see the article…
Introduction: Cycle Types - How Lab Notes Works With IVF vs. Third Party Parenting
This manual will provide an introduction to the different types of cycles that live within Artisan. Some of the combinations consist of egg providers and recipients, PGT-m and PGT-a, delayed embryo transfer, banked donor eggs, and banked donor embryos - often all in the care of a single patient. The variations …
Coordination Tools
The tools in Coordination allow the practice to view a patient's status as they prepare to do their treatment cycle. This is an organized way to determine if a patient has completed the steps necessary before proceeding with their cycle. Navigation Click on the Coordination icon in the control panel to lau…
New Invoices
Converted prospective invoices will automatically move to the New Invoice snapshot. This allows users to know which invoices need to be worked so they can be billed to insurance or assigned to the patient. Navigation To access new invoices, you can click on the New Invoice snapshot or filter by the Ne…
