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…
Escrow Fee Schedules
Escrow is a feature that allows you to enter money that a patient has paid for services that have not yet been rendered. This money would go into their Escrow account, which will then be available to debit from as the patient accumulates charges. It also allows for payments to outside parties or payees. There ar…
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. …
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…
Creating 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. Navigation * Click Administration from your navigational tools. * Click on the Manage Data tab. * Expand the Billing tab. …
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…
Administer Trigger, Schedule ER and Create a Luteal Phase Calendar
Creating the Trigger and the Luteal Phase Calendar is the next step when a practitioner determines a patient is ready for their Trigger shot. This opens up the "gateway" for the laboratory to have access to the patient's cycle sheet for their lab notes. Navigation Go to the Cycle Sheet and select the Trigger t…
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…
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…
