How do I use the help menu drop down?


Practice Fusion offers in-product assistance to help you with any questions you might have. To access this menu, click on the Help dropdown at the top your EHR.



A menu will appear with multiple options, each section is detailed below:


System Status

  • The current system status of Practice Fusion is displayed at the top. If you click on the status, you will be redirected to status.practicefusion.com.

  • Run diagnostics - Review information regarding your internet speed, hardware and software. To make sure you are meeting Practice Fusion’s system requirements, please click here.  If you would like to run the test again, simply click Run again.


Self Help

  • Knowledge Base (FAQs) - This will take you directly to Practice Fusion’s Knowledge Base home page.

  • Tutorials -  This will direct you to learn.practicefusion.com where you can find on-demand videos on almost every feature in the EHR.

  • Meaningful Use center - Practice Fusion’s main help page for all things Meaningful Use.

  • About - This will show you the version number and copyright information available for Practice Fusion.


PF Support


  • Live Chat - This will take you directly to our Live Chat center, where you can submit your question and begin chatting with a Customer Service representative.

  • Help ticket - Easily get to our help ticket form to contact our Customer Service team for any troubleshooting.


Please note: Some users may see Contact Us as we are updating the help drop down menu.
  • Contact us- Click this to contact our Customer Service team. Another tab will open up in your web browser with our Help Center, where you can call, live chat or submit a help ticket.




Feature Request

  • Share idea - Click this to submit your product request for the EHR or add support to an existing idea


Legal

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 delete custom document types?
  57. How do I add attachments to referral letters?
  58. What tools are available to track patients with overactive bladder (OAB)?
  59. How do I retrieve a referral if I don't have a Practice Fusion account?
  60. How can I use the Updox inbound fax feature with Practice Fusion?
  61. How can I track copays in the schedule?
  62. Is private training available?
  63. How do I use the help menu drop down?
  64. Can I use Dragon or other dictation software with Practice Fusion?
  65. What are appointment conflict notifications?
  66. How do I update an appointment's confirmation status in the schedule?
  67. What is the Prescription Report?
  68. How do I submit an idea?
  69. How do I use the Appointment report?
  70. How do I use the new Patient List Report?
  71. How do I batch export CCD files for a subset of my patients?
  72. How do I use pinned notes?
  73. How do I connect to NC HealthConnex HIE?
  74. How do I connect to Healthix Health Information Exchange?

Feedback and Knowledge Base