Super Users with the ability to Archive Records
Super Users are selected users in the system who have the ability to manage selected system operations. The Clinic Administrator has the ability to assign super-users within the practice. A super user accessibility allows staff to archive Progress Notes, Lab Results, Scanned Documents, Ultrasound Report, and edit pay…
General Escrow Items(Creating and Funding the Escrow Account)
Escrow is a feature that allows you to enter money that a patient has paid for services that have not yet been rendered. For example, when a patient pre-pays for their IVF cycle, this money would go into their Escrow account, which will then be available to debit from as the patient accumulates charges. Escrow …
How to Add a Prospective Patient
The Prospective Patient feature allows patients to enter their contact information, insurance details, and medical history online prior to their first visit. It functions by sending patients an email with a link to the Prospective Patient Portal. Patients may then enter demographic information and a summary of thei…
Lab Referral Form Set up
The lab Referral form is a communication tool that allows seamless communication from the clinical team to the lab team. You are able to customize this form depending on your clinic's needs. The Lab Referral Form provides instructions regarding the ART procedures. On top of the default form, you can customize your…
Create and Manage User Accounts
Follow these instructions to create staff accounts. Note: Staff accounts may ONLY be created or managed by individuals with Clinic Administrator or Practitioner system privileges. Navigation Go to the Gear icon in the upper right corner. Use the pull down menu to select EMR Settings . Choose Manage…
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…
Insurance Information Tab
Introduction The Insurance Info tab is used to manage insurance coverage for patients and partners in conjunction with insurance billing. Navigation Click on Accounting ($ icon) to access the billing section of a patient's medical record. Navigate to the Patient tab. 1. Search for the…
Hormone Analyzer Device Reset
In the event that your integrated hormone analyzer loses connection with the Artisan interface, you will need to reset your device. There are 2 different places in Artisan where you are able to complete the reset. Navigation Administration Go to: 1. Administration in the left control panel. 2. Man…
Setting up the Calendar: Appointment Types, Resources and Appointment Templates
The Appointment Calendar can be structured to meet the needs of your individual practice. Before building your calendar, consider what appointment types exist in your practice, which resources provide care for patients, and under which resources patients are scheduled to be seen. Appointment Types Appointment T…
How to Manage Lab Tests Choices
Artisan provides users with pull down lists of laboratory tests for use in many different locations in the Artisan EMR. These lists streamline manually entering lab results and lab ordering in the system. Navigation Go to the Gear icon. Use the pull down menu to select EMR Settings and click Edit List …
