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…
Donor Cycles-Creating Cycles for Egg Donors and Donor Egg Recipients
Coordinating third party parenting cycles is very similar to a basic IVF cycle. The tools are the same, however, there are a few extra steps to accommodate these more complex cycle types. Creating Cycles for Egg Donors and Donor Egg Recipients All donor cycle types will be created using the same designation…
Alerts
Alerts is a feature that allows communication across the practice regarding a patient, donor and surrogate's financial, medical, or social situation. Alerts can be created, edited and deleted in three different places within Artisan: 1. The Clinical Info section of Artisan 2. The Donor and Surrogates section o…
Creating an ART Protocol Template-Stimulation
The Stimulation ART Protocol Templates are the the basis for creating the patient's ART Treatment Cycles within Artisan. Multiple protocol templates may be created so that they can be easily applied to different ART Treatment Cycles for individual patients. Create a New Template Select the ART Protocol L…
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. …
Export Reports to Excel
All of the financial reports in Artisan may be exported to excel for further data manipulation. Navigation * Click on the Accounting ($) tab * Click on the Reports tab. * Select the report from the Looker Reports list. In this image we have opened the Deposit Slip report Once you have selected…
Expense Estimator Template Setup
The Expense Estimator Template Setup is the area in Artisan where you will be able to customize the ART Treatment Estimator plans, modifications to the plan, and update the status library. Navigation: This is only accessible to Clinic Admin and Practitioner user privileges. You can access the Expense Estimator…
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…
Prospective Patient Portal
When a Prospective Patient (or a New Patient) is scheduled in the Artisan Appointment Calendar, an invite is sent to the Prospective Patient's email. This email invites them to the practice and requests that they provide basic information and a brief medical history before being seen for the first time. Ema…
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…
