How do I train my practice on the EHR?

Practice Fusion offers a fully comprehensive EHR platform that includes many features to enhance your office workflows.  


EHR Training Guides

These features are beneficial to all specialties. To learn more about specific features in the EHR, please review the resources linked below:


In addition, our robust Help Center contains all the information you need to get started with Practice Fusion, including our Knowledge Base, video tutorials, live webinars, and our Meaningful Use Center. If you have further questions after reviewing these resources you can use the Contact Us link on the Help Center to reach one of our Customer Service professionals.

As you begin using different features through out the EHR, please submit your Product Ideas and feedback to the Practice Fusion team for consideration. Your ideas make a better EHR for everyone— we want to hear them.

EHR Features

  1. How do I get started with Practice Fusion?
  2. How do I train my practice on the EHR?
  3. How do I schedule a new appointment?
  4. How do I upload documents?
  5. How do I update my appointment schedule?
  6. How can I customize my default appointment time and the appointment slots on my schedule?
  7. How do I schedule recurring appointments?
  8. How do I change appointment status in the scheduler?
  9. What is the appointment reminder process?
  10. What reports are available in the EHR?
  11. How do I send a referral?
  12. How do I export patient demographics from Practice Fusion to an Excel file?
  13. How do we integrate our product or service with Practice Fusion?
  14. How do I use the Patient Lists report?
  15. How can I access Practice Fusion on my tablet?
  16. How can I re-fax a failed fax referral?
  17. Do we receive a notification when a patient requests an appointment?
  18. Where can I change or add appointment types?
  19. How do I find a patient's past and future appointment?
  20. How do I create a block on the schedule?
  21. How is a patient notified of appointment status?
  22. Is scanning patient information into Practice Fusion legal?
  23. How do I create a custom Simple note?
  24. What is population health management?
  25. How do I run or export reports?
  26. How do I get an alphabetical list of patients?
  27. How do I add a new contact to my Directory?
  28. Using Voice Dictation on the iPad
  29. Where is Live Chat help?
  30. Practice Activity in the EHR for security audit
  31. How do I create a Help Ticket for the Customer Service team?
  32. How do I view and print my daily schedule?
  33. I customized all new colors for appointment types and now ALL my appointments are one color.
  34. How do I refer a colleague to Practice Fusion?
  35. How can we organize documents?
  36. Does Practice Fusion have the ability to import or export an HL7 file?
  37. How do I recover a deleted appointment?
  38. How do I color code the scheduler?
  39. What information will display when I print the Appointments sheet?
  40. How do I schedule time for non-provider staff?
  41. Why are my appointments missing?
  42. How can I hide inactive users in the Schedule?
  43. Why aren't patients receiving the email appointment reminders?
  44. What emails are sent to patients?
  45. How do you print a signed soap note?
  46. Is Practice Fusion secure?
  47. Can I generate a list of my specific patients?
  48. How do I delete or remove an uploaded document?
  49. What is the Family History section?
  50. How do I upload and reconcile clinical documents?
  51. Vaccination Clinical Decision Support Reminders
  52. How do I create referral templates?
  53. How do I use the Payer Report?
  54. How do I set durations for custom appointment types?
  55. How do I create custom document types?
  56. How do I add attachments to referral letters?
  57. What tools are available to track patients with overactive bladder (OAB)?
  58. How do I retrieve a referral if I don't have a Practice Fusion account?
  59. How can I use the Updox inbound fax feature with Practice Fusion?
  60. How can I track copays in the schedule?
  61. Is the private training available?
  62. How do I use the help menu drop down?
  63. Can I use Dragon or other dictation software with Practice Fusion?
  64. What are appointment conflict notifications?
  65. How do I update an appointment's confirmation status in the schedule?
  66. What is the Prescription Report?
  67. How do I submit an idea?
  68. How do I use the Appointment report?

Feedback and Knowledge Base


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