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…
Artisan Patient Portal
Artisan's secure Patient Portal allows patients to view their treatment calendars and communicate with the office via the IM system, view their invoices, share documents back and forth with the practice securely and watch their educational modules. First, an account creation link will be sent to th…
ART Treatment Estimates
The ART Treatment Estimate is the area in Artisan where you will be able to create ART Treatment estimates for patients. Navigation: You can access the ART Treatment estimates by clicking on the Accounting Tab and then navigating to ART Treatment Estimates in the Clinic Overview Screen. This brings you t…
Submit Your Cycle Start to SART
Artisan users have the ability to submit cycle starts to SART with just a few key strokes. Artisan automates gathering all of the patient demographic information, the patient's fertility diagnosis, past obstetrical history, and the specific information regarding the ART cycle type. This will greatly simplify your …
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 …
Escrow (Making a Payment to a Payee from Escrow)
The Escrow account not only allows the practice to make payments to invoices from the account, but it also allows for payments to outside parties or payees. Building the Escrow Payee List Begin by setting up the Escrow Payee List. This is accessed by clicking on the Gears icon, then selecting EMR Settings, a…
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…
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…
ERA Worklist Tab
ERA Worklist The ERA worklist is where all electronic remittance assays (ERA) will flow to from the Change Healthcare clearinghouse. Navigation: To navigate to the ERA Worklist screen, click on the EOB/ERA tab next to reports that appears in every screen of the Accounting section. The ERA workli…
How to use the Tickle List
Tickle List Tickle List offers a means of automating common office functions such as following a new patient through their testing or coordinating an ART cycle. Additionally, you can add a preset group of items (Routines) to the Tickle List. We use Tickle List in a complementary, but different fashion than the …
