Egg Retrieval - How to Enter Fresh Oocytes Into Lab Notes
Lab Notes has a graphical interface that allows you to enter oocyte/embryo data from a pop-up menu. Below are the steps on how to enter fresh oocytes from an egg retrieval into the Notes. This method applies to both IVF and Donor Banking Cycle types. There are separate tools for Donor Banking, which allow for…
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…
Payment Plans
Payment Plans allow practices to create scheduled monthly payments for patients unable to pay their entire outstanding balance. Create a Payment Plan Navigation * In Accounting , click on the Patient tab. * Click the Payment Plan Schedule tab. * Click Create Payment Plan . Any out…
Bulk Payments & Adjustments
The bulk payment feature allows users to apply a single payment to multiple invoices as well as applying adjustments to the invoices as needed. Navigation * Click Accounting * Select the Patient tab * Search for the Patient in the Type to Find Patient bar * Select invoices that have a Pa…
Escrow (Posting Payments from Escrow to Individual Invoices)
The Escrow Fund may be used to pay balances on invoices in the Accounting system. The funds may be applied to dates of service after submitting to the Clearinghouse and receiving payment, or for patient pay only services. Funding the Escrow Account Setting up a patient's escrow account is the first step in the pr…
Calendar Wizard: Using ART Protocol Templates to Create Treatment Calendars
ART protocol templates that have previously been created by the clinic in the Art Protocol Library are used to create a patient's treatment calendar. The clinic will likely have created several templates depending upon the cycle type and necessary protocol (ie antagonist, long lupron, etc). These protocol templates…
How to Create an Ad Hoc Invoice
Introduction Artisan incorporates a full EMR and practice management system, with insurance clearinghouse integration, enabling the practice to upload claims electronically. The first step is the creation of a superbill or invoice. There is an option to auto-generate a superbill/fee ticket as a prospective invoice…
How to use the To Do List
Introduction The To Do List system provides a means for staff to communicate important messages regarding patient care by tasking one another with "To Dos" for the patients, partners, surrogates and donors in the practice. Overview Each staff member has a To Do List on their Home Page. Additio…
Blocking Appointments
Blocking may be used to prevent a resource from being scheduled for any given period of time. This may be a singular or repetitive event, lasting hours or days. Blocking exists on a resource level only. A block prevents any appointments from being scheduled during that respective "blocked time". Creating a Block…
How to Dictate Into the EMR
Artisan provides two dictation tools - Nuance's Dragon Dictation and Google Voice. Google Voice is free and available to all EMR users, but will not provide the high level of medical dictation accuracy offered by Dragon. If you are interested in using Dragon, please contact Artisan. How to Select a Dictation To…
