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LA/Clients

Articles for LA/Clients

1 author32 articles
Change permissions for company additional rolesIn this article we explain how to change permissions for company additional roles.
Add a document typeIn this article we explain how a document type can be added.
Cancel a CMS service agreement and service receiptIn this article we explain what to do if you need to cancel a CMS service agreement and service receipt.
Automatic and manual linking of a referral via a reviewIn this article we will guide you on how to automatically and manually link a referral via a review.
Automatic and manual linking of a referral via an appealIn this article we guide you on how to automatically or manually link a referral via an appeal.
Withdraw an appealIn this article we will guide you on how to change the status of an appeal to withdrawn.
Add documents to the Hospital Admissions recordIn this article we will guide you on how to add a document to the Hospital Admissions record under the CMS tab.
Patient archive statusIn this article we will guide you on how to archive a patient.
Priority itemsIn this article we explain how priority items work.
Delete contact information from a patient's recordIn this article we explain what to do if you need to delete contact information from a patient's record.
Add a new hospital admissionIn this article we explain what to do if you need to add a new hospital admission.
Amend existing CMS document namesIn this article we guide you on how to amend existing CMS document names.
Update a drop-down listIn this article we explain what to do if you need to update a drop-down list.
CMS referral cancellationIn this article we explain what to do if you need to cancel a CMS referral.
Patient risk rating systemIn this article we explain how the emergency planning rating system can be used.
CMS Patient referral statusIn this article we will explain what the patient statuses for the referral process are.
Remove a document on CMS patient profileIn this article we explain what to do if you need to remove a document on CMS patient profile.
Remove a patient recordIn this article we explain what to do if you need to remove a patient record.
Create or amend CMS provider profileIn this article we will explain how a CMS provider profile can be created, edited or un-displayed.
Bulk download patient documentsIn this article we explain how you can download bulk zip patient documents.
CMS lettersIn this article we explain how to create letters. From creating the template, to generating a letter on the patient profile.
Panel lettersIn this article we explain how letters can be generated directly from panel records.
Document-based letter templatesIn this article we will explain how to create letter templates using document-based templates.
CMS assessment managementIn this article we explain how CMS assessments can be managed.
NHS funded care quarterly activityIn this article we explain the NHS reporting enhancements.
Add a cancellation reason to an assessmentHow to record the reason for a cancelled assessment.
SPINE functionalityThe functionality of SPINE.