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…
How to Use Preferred Pharmacy in E-Prescribe
Artisan has a feature in Contact Info that will allow users to pull the patient's preferred pharmacy from MDToolbox to a patient's account, allowing for easier and more efficient e-prescribing for physicians and clinical staff. Preferred Pharmacy for Patients and Partners The preferred pharmacy for patien…
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…
How to Write Procedure Notes
Introduction Use Procedure Notes to generate your reports for office based procedures such as sonoHSG, endometrial biopsy, hysteroscopy, etc from templates you have created and stored in the system. Create a New Procedure Note Template Click the Gear icon. Select EMR Settings , then click Procedur…
Embryo Cryo Log
The Embryo Cryo Log registers and tracks the status of every embryo frozen/ transferred in the lab. Additionally, the Embryo Cryo Log permits you to transfer embryos into or out of the laboratory. Navigation Click the Specimen Log link in the Lab Tools menu at the top of the screen. Use the…
How To Turn Off Instant Messaging for a Staff Member
Not all staff members prefer to communicate via Instant Message. There is a simple system to manage IM recipients. Additionally, practice manager/administrator may temporarily turn off IM while a staff member is on vacation or otherwise away from the office. Enable/Disable IM for Users Click on the Gears i…
How to Enter a New Patient into Artisan
Typically, patients are entered directly into the EMR if they are already existing patients in your practice. For example, your practice is new to Artisan and you are entering all of your existing patients into your new EMR. If the patient is new to the practice and they are scheduling a new appointment to be see…
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…
Patient Statement Setup
The Patient Statement Setup is the area in Artisan where you will be able to customize the frequency of electronic sending of statements, the dunning message, as well as the clinic contact information you would like displayed on each statement. Navigation: This is only accessible to Clinic Admin and Practioner us…
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 …
