EHR Features ← Knowledge Base How do I get started with Practice Fusion? How do I train my practice on the EHR? How do I schedule a new appointment? How do I upload documents? How do I update my appointment schedule? How can I customize my default appointment time and the appointment slots on my schedule? How do I schedule recurring appointments? How do I change appointment status in the scheduler? What is the appointment reminder process? What reports are available in the EHR? How do I send a referral? How do I export patient demographics from Practice Fusion to an Excel file? How do we integrate our product or service with Practice Fusion? How do I use the Patient Lists report? How can I access Practice Fusion on my tablet? How can I re-fax a failed fax referral? Do we receive a notification when a patient requests an appointment? Where can I change or add appointment types? How do I find a patient's past and future appointment? How do I create a block on the schedule? How is a patient notified of appointment status? Is scanning patient information into Practice Fusion legal? How do I create a custom Simple note? What is population health management? How do I run or export reports? How do I get an alphabetical list of patients? How do I add a new contact to my Directory? Using Voice Dictation on the iPad Where is Live Chat help? Practice Activity in the EHR for security audit How do I create a Help Ticket for the Customer Service team? How do I view and print my daily schedule? I customized all new colors for appointment types and now ALL my appointments are one color. How do I refer a colleague to Practice Fusion? How can we organize documents? Does Practice Fusion have the ability to import or export an HL7 file? How do I recover a deleted appointment? How do I color code the scheduler? What information will display when I print the Appointments sheet? How do I schedule time for non-provider staff? Why are my appointments missing? How can I hide inactive users in the Schedule? Why aren't patients receiving the email appointment reminders? What emails are sent to patients? How do you print a signed soap note? Is Practice Fusion secure? Can I generate a list of my specific patients? How do I delete or remove an uploaded document? What is the Family History section? How do I upload and reconcile clinical documents? Vaccination Clinical Decision Support Reminders How do I create referral templates? How do I use the Payer Report? How do I set durations for custom appointment types? How do I create custom document types? How do I delete custom document types? How do I add attachments to referral letters? What tools are available to track patients with overactive bladder (OAB)? How do I retrieve a referral if I don't have a Practice Fusion account? How can I use the Updox inbound fax feature with Practice Fusion? How can I track copays in the schedule? Is private training available? How do I use the help menu drop down? Can I use Dragon or other dictation software with Practice Fusion? What are appointment conflict notifications? How do I update an appointment's confirmation status in the schedule? What is the Prescription Report? How do I submit an idea? How do I use the Appointment report? How do I use the new Patient List Report? How do I batch export CCD files for a subset of my patients? How do I use pinned notes?