----- BEGIN PAGE https://help.canvasmedical.com/articles/1052131314-change-the-date-of-service
The date of service associated with the note can be changed for Office Visits, Phone Calls, and Lab Visits.
## Step by Step
Begin with the desired patient's chart open
  - Navigate to the desired note
  - Click on the triple dot located to the top right of the note
  - Select **Change Date of Service** from the drop down menu and the header will change to allow the change of the date of service
  - Manually type the new date of service or select the date of service through the provided calendar dropdown
  - Select **Save**.
**_NOTE:_**_If the update needs to be cancelled, select_** _Cancel_** _at any time._
### Future Appointments:
If you want to change the date of service for a _future appointment_ , see the how-to guide schedule and manage appointments. 
# Resources
### [Video: Change Note Date of Service](https://www.loom.com/share/a60b7ab49f464983a80b2017881e3858?sid=83f5ea5d-7d5a-490b-a9c3-83ca2e425aaa)
----- END PAGE https://help.canvasmedical.com/articles/1052131314-change-the-date-of-service


----- BEGIN PAGE https://help.canvasmedical.com/articles/1131763313-navigate-canvas-home-screen
The Schedule View is the home screen or default window, that will appear once you have logged into Canvas.
# Home Screen Orientation
Upon logging into Canvas, the user will land on the Schedule View. By default, this view displays all appointments for all providers on the current day
## Task Bar
The task bar is a quick way to navigate various areas of Canvas
![2024-11-06_11-00-26.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730908994558-2024-11-06_11-00-26.png?Expires=253370764800&Signature=SkrzR0BmwvEvpUIhvs7P4FcY7WCF4db5YCu2UsPPXe33Fr9CFiQIK-ZhdKyojklU69rrjqM6y7GFmaNTxNs7bMyrHRm9~J52dUYggX~DwoZEde2CmMNBBYQIjKzD0ZcYzreX9rk7mCrLkVbZiwucjBmEp0gTZNEGgDjj7Chm010o-Jn4PXDBmZJvI-uBkU8Byz87QgwV2F74D3W~BmD35KeCkarPzldJJvFvF0xwvjtoeTOIgpw7Q0rMqG2pkRKNwxT7Sea09MdPf1t4DN48m9qtbEux7aTEcV-fnZyrxzUHCoVXqBJTNEAAoIE-Vez3cGqf9VKCw7KjipxJQW0y7Q__&Key-Pair-Id=K3NV4LZ47N8M46)
## Triple Line Menu
The triple line menu, also called the "Hamburger menu," is a central navigation point commonly accessed by Admins. While it provides essential administrative settings, it also houses a range of other features and configurations accessible to various user roles, making it a versatile tool within the system.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1729647918195-Screenshot2024-10-22at9.45.02PM.png?Expires=253370764800&Signature=o6pqCkJv7zkEb8dGMcFtKcq1lxC1TgOqRJ5A1UHTK55B4CKKeM3q3dUXL93ctpzl9K8tpZ6H94dMiT3HKiyHUehPDEfg6dfo0y1PaGXXFZH9kl19oajI9e9HQJn65j6Yhzqgw0CUQtUUPYaRahGlNlKAT46v6mElNMVHFAbNSHMS1kbjxMIkN~BmKRIorFSayECepR~NkP1t3tpCwIgj25NVtcW-iectj-eAWVZnUJqmmk7CzJTel2BHNjz11o3es2S1z1o0j5Okt4ZvvuYBXOk6L3BEiF3DZytvlSeYFSHfDucY2oxh26gr8BlTZ8oN6x8ci~3CAoE9tU42UylWqQ__&Key-Pair-Id=K3NV4LZ47N8M46)
## Logo
Clicking on the customer's logo offers a quick shortcut to return to the Schedule View. This logo is displayed consistently across all pages in Canvas, making navigation easier and more efficient.
![2024-11-06_10-58-32.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730909130372-2024-11-06_10-58-32.png?Expires=253370764800&Signature=T-~Ve~NCO7rDyu9bCxbwHZeNyQNPlMIL0dGIsJI7VIyR9ekvxzN~g3ozEAjimjQJDxWeS0bK6d9mngavFzSwdSSYot7~5dSj9s~igxAYJ2cDLDdkRe5rKH1CYVG6jIP9R3cVnwKyVovEndzIiD0FemsLhlag6KVy9BNkKGawAKi6JsYQXM5Pw9X9ZHMTCVo5wFiif3v0lFArBhNWm56xmTNEVK78BkLFCaZuJmSb-3SARCaBI0XmA7mAzGmp1SYRxcYfRwzF5oflU1VOFaNxYpKGltHmNuzYIjToeC1i7YyjasGjC9b8wJm56zTM1Er3ZHo4uA6rBI9puWewQcezFg__&Key-Pair-Id=K3NV4LZ47N8M46)
## Patient Search
Use the patient search bar to quickly locate patients and navigate directly to their charts. This tool streamlines access to patient information from anywhere in Canvas.
![canvas icon.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730909226941-canvasicon.png?Expires=253370764800&Signature=RxjiB-uADUY7Z7-op3LSjG1FCmAD2ezN6ZiywoboU5n7X1o6dZWNnlAIB8v9-1z08dpfH59ZWixSQ5S2EmXId-61Z~xUQbDPI0sWqaGU8qQyYLtta7p2OOwA5KMxh-jCbOgQjXUj7rgU68MnXW5JM3f6syd6QBShbeCdKHLkN8wPT~ZOmaD2K0oOx~6~ukGn~8X-vfs4yEyyQJoWBvJKIGK4QbREqERoVRDwM2aS3iDNp2ED-MSPquh25DA2kajGUAmz4yytqZaejxVPoEzKW8DW4gLmmdLx-xQaW6uy83L0YJRQ35S9f6P3CIX2Og~ZnvgLadrCbHkI2Whj2Vzt0g__&Key-Pair-Id=K3NV4LZ47N8M46)
Patients can be searched by:
  - Demographics
    - Name: full name, first name, last name or partial name
    - Medical Records Number (MRN)
    - Date of birth (MM/DD/YYYY)
    - 10 or 7 digit phone number (no special characters)
    - Email
  - External Identifier
    - Add an exclamation point `!` prior to identifier (!abc1234)
  - Inactive Patient
    - Search for patient as described above
    - Click `No active patients found. Search all patients.` to display inactive patients
    - Click desired inactive patient
## New Patient Button
As new patients come to the practice, they can be added by clicking the `New Patient` button. This allows staff to enter essential information and create a new patient record in the system.
![canvas icon.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730910373533-canvasicon.png?Expires=253370764800&Signature=kKJNlZAjx3Cvw53LpwWmu56FYXdek0e~9tWTnAageZM6nmI-yZobp02gZO9tCiTs4KAcPn3oUeRV2HZiCNxqzyK7ktzuHWM7oIi6ITlH8KrmAwb3KlmxfVcb25i-YqEp-~R0BF-YbbB6IzITYI8Xtkxn6jY-Jnsgs~HxREj-QiaKnxknQ1UPl8A7E5Fyt0RRZifpDMgTqx1EesoOOgZDt8Cn3ay4zdEzqS1xXkAgygc~VvXN6TBYSrQKSU5GI2rWR3AQ5U-UpCIGQs6yGOQ3tLIAKNxvCzq9GfJlqc1PONTUaDJ~WaHry9wf7uV4YxHAIvpTPClQDja5gCe4Aa~Y~Q__&Key-Pair-Id=K3NV4LZ47N8M46)
Required information for creating new patients
  - First Name
  - Last Name
  - Date of Birth
  - Sex at Birth
  - Phone number
Best practice is to complete the patient's profile with full demographics, address, and contact information when possible. Review [**Patient Demographics**](https://canvas-medical.help.usepylon.com/articles/8802451810-patient-demographics) for further details.
## Calendar Button
Clicking the icon opens the scheduling modal and scheduling a new appointment for a patient.
![canvas icon.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730909473230-canvasicon.png?Expires=253370764800&Signature=qT5-hn07JbuhXzZL2lw1bAlXKfcZR9GPY~sBRHqm9j9mb-qfZhid3TAVI7SgbA73-Zhc~tttTCS3cfoMZ0RPwlhqlU5PtVSlYnW7XNqUs7n8WxH8NbGJEABVBBf0kkNsG60XjG-hJGcUdJWsNa4xHRF7K9gwDEpzP~p0ExoCnGSsjCvRZC9Qcwac1~scnAjQWg4cBHqDnc8DvAIkWzmRRyhb2nROv1qsQ3VPASjBC8lNd4chkl4bDgLtDmqgJSlayBl6cZup9SyVnPLUkbmB0FuRJJC04-pukoCf3cmKq0BB2GX4Uw2mXywSGYMaW5Dm3ggVX5su99lhN854ZVTaEA__&Key-Pair-Id=K3NV4LZ47N8M46)
## Print Button
Clicking the icon opens the print window, allowing the current schedule view to be printed directly. This provides a convenient way to create a hard copy of the day's appointments.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1729650293618-Screenshot2024-10-22at10.19.10PMcopy2.png?Expires=253370764800&Signature=MLhH1rAiI93hAQOaBamIBU74KsH9HJgwrUPmNxhXCLh1R0G5ynOHBgE7E64PnfR1Ryl9BbeEnMYa8GHPHKMC1x2v6ogeXEAKjBHZJr2s~6n9aejXakam8ZZUNCeCHU-tCepYq1w--6vI7HgqwtgELtmc9dN0RJhAfxymS7ZeXP2ocDdYV4Wh9CHa3Q6qCHSu6B9Oea164avn4NKzYkaf26m2sI9fTP5WSQ37ukZQGVIfxRwXiVFJF6i5eO7J28Egsuts0IR1-MUM27XnJhmTcmM1CfZV-UwbYHEAE6n73J7rkVIZP954kTVjnvceE-wU3A-LUKUswsGZlu8bKZwcQA__&Key-Pair-Id=K3NV4LZ47N8M46)
# User Panel
Each user has a personal "inbox" within the Schedule View referred to as the user panel. This inbox notifies the user of any outstanding items assigned to them directly or to any team they belong to. It serves as a centralized location for tracking tasks and ensuring timely follow-up on action items.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1729651341030-Screenshot2024-10-22at10.19.10PMcopy3.png?Expires=253370764800&Signature=UOfZQ2xrD8GJSBkFLFDDV1ZuCfc22YeX8BySdeytw7Ffk8IvFhOi~sL84GcuOz99zToXJPnzgsDotaJYko6C4y-IqPsPMkzpLSDOZvBjaeASTZLPZYyDD-HGBaJb3dnjeNXzDl5xhhE2oBv1oAAQkw2Tklbdae2unzHcb7rfNXWxDnwGvTOG44cbY8rvTIzgnuwTSrtw~VcrvYQzQLAXKK8R9gq2BMIRktYy2t2JyKnmnrp5JrtRhabkveIc5ULD~cHDetgw~9kmSCRA6p1~3aT~EDRcsHMWz80xceDYZrGF918csarvV00aPd6xpGgbQq7emxlwRRDfPPbKG4wJeQ__&Key-Pair-Id=K3NV4LZ47N8M46)
  - The user panel consists of:
    - Triple dot menu
      - Recall appointments
      - Outstanding referrals
      - Inpatient stays
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1729651196813-Screenshot2024-10-22at10.34.30PM.png?Expires=253370764800&Signature=fd6X6cyseMbooWu2D97reF3JumRHtEMLoG4Ek7MDEMTIcqoUnEFTfCOQGhSNsMS9MUuwltk22YaxkifBFvQIlWfcHW0lJwzN~zGsbb4jSdXxYVCgqXHQ7mmYqm4ljzVELk7vpW6CH1aGbGFlvJmPiJ~H4atLWrfR6ge~5XTriYWlOn8AC9aHmniFzQfZdFzHuJL-5U901EzK9aAPzLXAS5iu-VKqMJU2r01ZSmT2EsDKS7QzG6BZLrDIe71MDd-TVihZ1jgoYHmzDL64gY2QOm2zUysuuBsrk8QpPGjBTMkU9wvieOtwgP8EJ8d-jw7mUCesYXyqXS5PXNjW0nqO0A__&Key-Pair-Id=K3NV4LZ47N8M46)
# Provider Schedule
The Schedule view's default presentation displays all providers' schedules for the current day. This view can be customized by applying filters to show specific schedules that meet various criteria.
**Note:** Appointment times and timestamps throughout Canvas reflect your device's timezone. However, you can set the "last known timezone" field in your staff profile to display dual timestamps in the schedule view. When viewing a provider's schedule whose "last known timezone" differs from your device's timezone, you'll see two timestamps: your device's timezone on top and the provider's "last known timezone" on the bottom. When timezones match, only a single timestamp appears. This allows providers working in different timezones to view schedules in their preferred timezone without changing device settings.
## Schedule Filters
The left side of the schedule allows the user to view various days, weeks or months of the schedule. It also can be filtered to view a certain location or provider(s).
### Calendar
The calendar allows users to navigate through different timeframes by day, week, or month. The `Today` button always returns the user to the current day. The button is green when on the current date and unfilled when viewing another day. The blue date button lets users move forward or backward by one day at a time. Additionally, clicking directly on the left or right side of the month in the calendar will quickly move the user to the previous or next month.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1729651545297-Screenshot2024-10-22at10.44.11PM.png?Expires=253370764800&Signature=QvX412WsWDy99cB33B9fHXL0zF2WNrmK00UHgd3X0CQEX8wzothJ5irRq5T~pqANoadwhtNMoNG9ivcmXlOGlYdmKOC1q52l711Voy9qngC0SC9cYypwy19ZvIXlag5NDhWJgch7E7N1mQf~lWWtZM9EW2fO143l0cKC2hjoq4MZjJm~u2XjD7~ZElgm~gVNHVaZwRPuSianK4DUS51NVtpYV1EwwdkVS8q4Ypfv6~RDk5KjKE891AnvjMHd8O9~xG~7iF3hSwwpnX34hUqouwbFpvhqv2QcpcgFQDY~EwccdKhzH2Tu0Rdltyj13WEJFd4W5v3j0ibzDh3Ju9Ga2A__&Key-Pair-Id=K3NV4LZ47N8M46)
### Locations
The location dropdown adjusts the schedule availability for providers based on the selected practice location. When a specific practice location is chosen, gray sections within a provider's availability window indicate the provider is already scheduled at another location. Selecting `All Locations` combines all practice locations into a single view, displaying appointments booked across all locations
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1729651732232-Screenshot2024-10-22at10.46.37PM.png?Expires=253370764800&Signature=UeUq2uc5CBr4WI2EjmN0X-xMvQehJo1lJ1mYZUbERA45htQTYf6kwmjmU~6An2BoA6QtidQzL7gFXtOsIDOyLiCVRm02kiapriNyHhESNU-2ltqz2BJsRwGmjOZGfJ-s0eYj7wp5g8HurdMwOclgRDTZTWiioxpUJI8xQOdeB30fjQQLHrHNuvue0WQR90kUR1y7wiTNMacU4xEUTDXOBabHzKalX-DeEVM13BEyJXY7JanUatskK9kLGVA7kPmFNe1K4SKkjjoNpcJwz3rB8EaUtqB8erbtXOaSt4d3fthlH~tKnVFHrEkfal6tJgdoEiVa8EAOiV-KgG5KC6yDsA__&Key-Pair-Id=K3NV4LZ47N8M46)
### Filter and Sorting
The schedule view can be customized to suit individual preferences, ensuring efficiency and consistency across sessions. By using the **Filter and Sorting** button next to the location dropdown, users can access the **Configure Schedule** modal to select and reorder providers for each location. These settings are user-specific and persist, so the chosen providers will always display when returning to the schedule view.
**Note:** The provider ordering field in individual staff profiles has been deprecated and no longer affects schedule display order. Use the Filter and Sorting functionality described below to customize provider order and visibility.
  - **Location-Specific Settings:**
    - The **location dropdown** within the modal allows configuration for individual locations.
    - Multiple locations can be updated in one session without needing to save changes between adjustments.
  - **Provider Selection:**
    - Users can choose which providers appear in the schedule view by checking or unchecking boxes next to their names.
    - Checked boxes include providers in the view; unchecked boxes hide them.
  - **Drag-and-Drop Reordering:**
    - Use the triple-dot icon next to each provider's name to reorder them within the schedule view.
  - **Show Cancelled and Rescheduled Appointments**
    - Checking the box will show cancelled and rescheduled appointments will show in the schedule view
  - **Location-Specific Settings:**
    - The **location dropdown** within the modal allows configuration for individual locations.
    - Multiple locations can be updated in one session without needing to save changes between adjustments.
  - **Provider Selection:**
    - Users can choose which providers appear in the schedule view by checking or unchecking boxes next to their names.
    - Checked boxes include providers in the view; unchecked boxes hide them.
  - **Drag-and-Drop Reordering:**
    - Use the triple-dot icon next to each provider's name to reorder them within the schedule view.
  - **Show Cancelled and Rescheduled Appointments**
    - Checking the box will show cancelled and rescheduled appointments will show in the schedule view
![2024-11-19_19-28-18.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1732064149297-2024-11-19_19-28-18.png?Expires=253370764800&Signature=iKhGREkOgP0fMppf8sdfw3walQ0g37cLLpOSrbqofquZkFx2wThvPUc3M-hQsU~sOwSfjIeB~UkAjq9gxkLDs8HCyx~jXXSYOG6Po-iluPJKAfjRju8nBFAYRPv2gVSUyJKNly0H7AT2N5GSrPtdk0g22naWf2HdgEtZBphh~u~k5zPGDXF-qIJuXwhsol0Mb0KXPbHYeKZ0VzecEPvgHQ3~RKkSyo0Q11X9w6tyCIymTbFDAEhhxaaZBNWI2JE8TFgBlXfZSIXWHQfiXWm0Kr4VJ1qSQyXOGor2A56Mho~p7kSariEw0Oz8U2HX-Gb2cHQEMl1IFARz8s~FXgsfLA__&Key-Pair-Id=K3NV4LZ47N8M46)
## Provider's Weekly Schedule View
When an individual provider is selected from the Clinician list or by clicking on their image on the schedule, the view will shift to display that provider's schedule for the week. By default, the week view shows Monday through Friday, but there a setting in **Constance: Config** called `ENABLE_SCHEDULE_FULL_WEEK` that displays a providers full 7-day rather than five when enabled.
![schedule week.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730917885095-scheduleweek.png?Expires=253370764800&Signature=Dz86Pq0XFcp9xNQn-Q7nhEYJv38fkgmYsDpFQFFy9VzHJTxb9CLkPsvlJh4qRLqJzYM-r2~0oQ~TMP4hDl7Ijw7TYZXn-HbrV9cCqTI5-donRm1s3gZFEK3-vw4PbEDKS2RGxTsK5iUF8XN7AXR0RjAqlL7T9e5NBzRJ4arFd20vNfz~-Xnkpz3cCRiYzxbXI0iyfALLOR8Nc7ClkV-8esxc75g6JDm332XC3Lw2y3808HgDPvalJD-HfNqTFuUeyY2u~Z6raBxqZ7SBN9NClDnmSVO-~DTqRXaqg8IcLR5tYY58N-MTSVuHS~WUktBB3Xsd6~atQEEQzp7wXuSpSg__&Key-Pair-Id=K3NV4LZ47N8M46)
[Managing Appointments](/articles/4617508394) to learn how to schedule appointments
----- END PAGE https://help.canvasmedical.com/articles/1131763313-navigate-canvas-home-screen


----- BEGIN PAGE https://help.canvasmedical.com/articles/1245715343-medications-in-the-patient-summary
The Medications section of the Patient summary allows users to review all medications the patient has been on, past or present. It allows the user to see a full history of each medication with a single click of a button. This way there is no need to scroll back to past notes in the chart to understand when something was started, or why it was stopped, or when the last refill was. Instead, all of this information is summarized in a modal that can be seen by clicking on the medication.
## Step-by-step
By default, only active medications are shown:
By hovering over "Medications" and then clicking on the slider icon, you can show All medications, or Inactive medications:
Clicking on any of the medications (active or inactive) will bring up a modal that includes the history of all commands that touched that medication.
For example, clicking on "amoxicillin 500mg tablet", the following information comes up:
As you can see, there are many different fields, that include:
  - **Date** : this is the date that the command was committed.
  - **Command** : this is the command name. It is also a permalink! Clicking on the command name will open a new window and show the command in the note to which it was added.
  - **Staff** : this is the Prescriber, for commands that send prescriptions (Prescribe, Refill, and Adjust prescription). It is the command committer for commands that do not have a prescriber (Medication statement, Stop medication),
  - **Details:** this presents additional information specific to each command time.
## Adjust prescription commands
If "Lisinopril 10 mg" is adjusted to "Lisinopril 20 mg" using the Adjust prescription command, then what is happening is that Lisinopril 10 mg is being stopped, and Lisinopril 20 mg is being started. You will see the "Adjust prescription" command in the modals for both medications.
_Modal for "Lisinopril 10 mg":_
_Modal for "Lisinopril 20 mg":_
----- END PAGE https://help.canvasmedical.com/articles/1245715343-medications-in-the-patient-summary


----- BEGIN PAGE https://help.canvasmedical.com/articles/1295159245-lab-ordering-enrollment
After you submit a Lab Ordering enrollment request through the [Provider Enrollment Dashboard](https://help.canvasmedical.com/articles/3654117054-using-the-provider-enrollment-dashboard), Canvas Support works with Health Gorilla to add the provider to your practice's account. Once the provider is active, Canvas notifies you and the provider can start ordering labs electronically.
> **Completing prescribing enrollment too?** Lab ordering doesn't depend on ePrescribing or EPCS—you can submit all enrollment types at the same time.
### What you'll learn
  - What lab ordering enables
  - What happens after you submit enrollment
  - When the provider can start ordering labs
## What Lab Ordering Enables
Once enrolled, providers can electronically order lab tests in Canvas through the Health Gorilla network. This includes major laboratory companies like Quest, LabCorp, and others your practice is enrolled with.
## After You Submit Enrollment
Here's what happens on the backend.
  1. Canvas Support receives your enrollment request
  2. Canvas sends a request to Health Gorilla to add the provider to your practice's account
  3. Health Gorilla processes the request and adds the provider
  4. Health Gorilla notifies Canvas once complete
  5. Canvas confirms in your enrollment ticket that the provider is active
The whole process typically takes 3-5 business days.
## Next Steps
Once Canvas confirms the provider is active with Health Gorilla, they can start ordering labs immediately. No additional setup required.
## Frequently Asked Questions
### Enrollment process
**Q: Does the provider need to do anything after I submit the enrollment request?**
A: No. Canvas and Health Gorilla handle the entire process. The provider just waits for confirmation before ordering labs.
**Q: How long does lab ordering enrollment take?**
A: Typically 3-5 business days. Canvas sends the request to Health Gorilla, Health Gorilla processes it, then Canvas confirms in the enrollment ticket.
**Q: How will I know when the provider can start ordering labs?**
A: Canvas provides an update in the enrollment ticket confirming the provider is active with Health Gorilla.
### Lab ordering
**Q: Which lab companies can providers order from?**
A: Providers can order from any lab your practice is enrolled with through Health Gorilla. [Click here](https://developer.healthgorilla.com/docs/list-of-connected-labs) for a list of Health Gorilla's connected labs. For labs not integrated with Health Gorilla, see [Ordering Labs](https://canvas-medical.help.usepylon.com/articles/3065191197-placing-a-lab-order).
**Q: Does the provider need separate accounts for different lab companies?**
A: No. One enrollment gives the provider access to all labs integrated with your practice.
**Q: Can providers order specialty labs?**
A: Yes, if the specialty lab is in the Health Gorilla network. Check with Canvas Support about specific lab companies.
### Troubleshooting
**Q: I submitted enrollment yesterday but the provider still gets a Code 422 error. What should I do?**
A: Health Gorilla may still be processing. Wait 1-2 business days from submission. If the error persists, check your enrollment ticket for Canvas confirmation, then [contact Canvas Support](https://portal.usepylon.com/canvas-medical/forms/standard) if needed.
**Q: Provider information changed. Do they need to re-enroll?**
A: It depends on what changed. Contact Canvas Support to determine if re-enrollment is needed or if they can coordinate the update with Health Gorilla.
**Q: Can I cancel a lab ordering enrollment request?**
A: Yes. Contact Canvas Support immediately in the enrollment ticket and they can coordinate with Health Gorilla.
## Related Articles
  - [Using the Provider Enrollment Dashboard](https://help.canvasmedical.com/articles/3654117054-using-the-provider-enrollment-dashboard)
  - [Preparing Provider Profiles for Enrollment](https://help.canvasmedical.com/articles/1422399386-preparing-provider-profiles-for-enrollment)
  - [ePrescribing (eRx) Enrollment](https://help.canvasmedical.com/articles/6085016786-eprescribing-erx-enrollment)
  - [Electronic Prescribing of Controlled Substances (EPCS) Enrollment](https://help.canvasmedical.com/articles/8630998726-electronic-prescribing-of-controlled-substances-epcs-enrollment)
  - [Ordering Labs](https://canvas-medical.help.usepylon.com/articles/3065191197-placing-a-lab-order)
* * *
**Keywords:** lab ordering, Health Gorilla, lab orders, enrollment, Quest, LabCorp, electronic lab orders
**Categories:** Provider Enrollment, Lab Ordering, Health Gorilla
**Roles:** Practice Manager, Administrator, Clinical Staff
----- END PAGE https://help.canvasmedical.com/articles/1295159245-lab-ordering-enrollment


----- BEGIN PAGE https://help.canvasmedical.com/articles/1377016230-social-determinants
## Introduction
Social determinants of health are the economic and social conditions that influence an individual health, functioning, and quality-of-life outcomes and risks. Examples include the following:
  - Where people are born
  - Where people live
  - Their age,
  - Where they learn
  - Where they work
  - Where they play
  - Where they worship
In Canvas the social determinants appear in the patient summary and are determined by answers to corresponding questionnaires. The following questionnaires can be made available and automatically populate the social determinants. Please contact your Implementation team or Canvas Support if you need to add them to your environment(s).
  - _Stress_
  -  _Tobacco (linked to the Tobacco: Screening and Cessation Protocol)_
  - _Nutrition_
  -  _Financial Strain_
  -  _Health Confidence_
  -  _Self Health_
  -  _HARK (Intimate Partner Violence)_
  - _Audit-C (Alcohol)_
## FAQ
Q: What if none of the questionnaires available are the one I need?
A: Questionnaires are can be modified to fit the needs of each clinic. Please reach out to Canvas Support for further information.
## Step by Step
Navigate to an open note of the desired patient's chart
  - Type "_questionnaire_ " into a blank line within the note
  - Select the command by hitting**Enter** on the keyboard
  - Select the desired questionnaire from the available options 
  - Answer the questions presented in the questionnaire
  - Navigate through the questions using **Tab** and the arrow keys on the keyboard
  - Select **RECORD**
  - Update questionnaire answers by repeating the steps above
**NOTE:**_The most recently documented results will show up under social determinants in the patient summary._
# Resources
### [Video: Social Determinants](https://www.loom.com/share/7f62da1c970f411b85081c397db83c86?sid=02632b43-4b8e-4129-a3f5-0db7bb0d9492)
----- END PAGE https://help.canvasmedical.com/articles/1377016230-social-determinants


----- BEGIN PAGE https://help.canvasmedical.com/articles/1379672479-command-immunization-statement
The Immunization Statement command is used to record historical immunizations for the patient. 
## FAQ:
**Q:** I made a mistake. How do I remove this command?
**A:** Commands can be entered in error, but not deleted. Please review the Entering a Command in Error document for directions. 
**Q:** How do I print this command?
**A:** A command can be printed by using the triple dot menu to the right of the command and selecting the print option. 
**Q:** Where does the Immunization Statement populate options from?
**A:** Immunization statement is global and pulls from ontologies. 
## Tips & Tricks:
  - The approximate date of the immunization field is required. If you do not know the exact date of immunization, please select the most accurate data possible.
## Step by Step:
This process begins in an open note of the patient chart. 
  - Type "_immunization statement_ " into a blank line within the note 
  - Select command by pressing **Enter** on the keyboard.
  - Search the desired vaccine in the first line of the command. 
** _NOTE:_**_This can be selected from either the predetermined options that populate or by the use of free text._
  - Press**Enter** to select the desired vaccine.
  - Advance through the remaining fields by pressing **Tab** on the keyboard.
    - **Approximate Date of Immunization** _:_ document the date of immunization.
    - **Comment** _:_ any additional comments relating to the immunization. **Field has a 255 character limit.**
  - Click **RECORD** to commit the command.
**_NOTE:_**_The entry immediately becomes visible in the patient summary located in the left side panel under Immunizations._
# Resources
### [Video: Immunization Statement Command](https://www.loom.com/share/766f9ed2fdd3414f917d5ceef1e93b2a?sid=a466eb9c-5ff4-4cff-88d5-b014782f4ae6)
### 
----- END PAGE https://help.canvasmedical.com/articles/1379672479-command-immunization-statement


----- BEGIN PAGE https://help.canvasmedical.com/articles/1392971282-business-lines-customized-patient-communication
As organizations continue to expand their care modeling, customized patient communication is a critical part of their practice management workflows. Through the `Enable_Business_Lines` constance configuration, customers are able to customize their patient outreach communication, the logo displayed on the patient web portal, the area code from which SMS messages are sent, and the subject line of email communication. This feature empowers organizations to further configure their workflows to better fit their business needs. 
## Use Cases
Out of the box functionality restricts communication, associated logos, and phone number outreach to the organization settings. This means that all patients will see the same communication for point of contact verification and appointment reminders. Business line configuration allows customers to decouple organization settings from the preferred communication language and cadence to certain patients. Some example use cases include:
  - Creating Business Lines based on payer contracts requiring specific outreach language to patients based upon their associated insurance coverage
  - Selecting logos for patient web portal engagement based upon the different logos and name identification of each practice location
  - Denoting the area code of SMS outreach to patients based on their address to remove confusion and provide a more local experience 
  - Ensuring outreach business name matching if each state subsidiary of an organization has different business names from the larger organization name
This functionality does not replace the default organization communication, logos, or corporate number that are provided at the creation of an instance.
A patient does not need to be associated to a business line. Patients without a business line association will receive the communication setup within the Organization settings.
## Enabling Business Lines
As a default, the business line functionality is disabled within all instances. In order to enable, an administrator will need to navigate to the Constance Configuration page within Settings. Once the `Enable_Business_Lines` Constance Configuration has been enabled, users will see a Business Line field on all patient profiles within the Preferences section. If no business lines have been activated, this dropdown will be blank. As business lines are created and activated, they will automatically appear within the Business Line dropdown on the patient profile. 
## Creating Business Lines
Once the Enable_Business_Lines Constance Configuration has been set to `True`, Administrators will be able to create as many business lines as are needed by their organizations. Within the Settings page, there will now be a new page titled: Business Lines. Within this settings page, Administrators are able to create new business lines by clicking on the `ADD BUSINESS LINES +` button at the top right of the page. 
When creating a new business line, the following information is required:
  - **Name** : This name must be unique and will appear in the dropdown of the patient profile. This information can be updated at any time. 
  - **Logo** : This logo will be used within the web portal for patients to review direct messages, labs, make payments, and access additional information. Upload a file of type: jpeg, png, jpg and size less than 5.0 MB. This logo can be updated at any time. 
  - **Subdomain:** This information will be used to create the subdomain URLs that are sent to patients in order to access the web portal. The subdomain must be unique and should not duplicate an existing one. **Once set this field cannot be updated.**
Administrators will also have the option to include the following information:
  - **Description:** Input of any relevant details for defining or describing the purpose of each specific business line. This information will be internal and not represented in any communication to patients. This information can be updated at any time. 
  - **Active:** By default, when creating a new business line, this checkbox will be marked True. A business line can be marked active or inactive at any time by checking or unchecking this box. If a business line is marked as inactive, that business line will not appear on the Business Line dropdown within the patient's profile. 
  - **Area code:** This information will be used to generate a phone number through Twilio, our third party communication tool, that will be used for patient SMS communication. Administrators are able to input any area code they want associated with each specific business line. If the area code is not available, the page will not save and a new area code can be entered. In most cases, area codes are available and will generate a number that can be found within the Business Line Setting section of the page once the page is saved. That generated number will contain the inputted area code. 
  - If no area code is entered at the creation of the business line, Twilio will automatically generate a phone number that will be associated with the business line. 
    - **Once a phone number has been associated with a business line during the creation of the business line, it cannot be changed or removed. It is important that the Administrator input a desired area code at the creation of the business line if they want that business line to have a specific area code, or else a new business line will need to be created.**
  - **Business Line Settings** : Within this section of the page, Administrators are able to add the desired communication information. Each business line settings page provides further details of what communication can be added, the variables that can be inputted ([similar to letter template variables](/hc/en-us/articles/1500003414602-Creating-letter-templates)), and the constraints to some of the values that can be added. To add a new communication, simply click on the button within this section. Information within the body of the communication can be updated at any time. 
**Please note that any communication will need to be entered as one line with quotes (" ") at the beginning and end of the message template.**
  - Messages that can be created include:
    - `contactPointVerificationMessage` (required - limited to 1600 characters)  
_Ex. "Verify your %s to receive secure communications about your healthcare from Canvas Family Practice. %s"_
    - `contactPointVerificationEmailSubject` (required)  
_Ex. "Verify your Canvas Family Practice email address" limited to 1600 characters._
    - `appointmentReminderCustomization` (required - limited to 1600 characters)  
_Ex. "Have you been tested for COVID-19 in the past 10 days?"_
    - `appointmentReminders` (required - limited to 1600 characters)  
_Ex. {"daysAhead": 4, "hourOfDay": 13_
    - When creating a new Business line setting, {} will automatically appear within the value box. Please ensure to remove these brackets prior to entering the desired communication in order to save changes.
  - The following variables are available for use:
  - `{{PATIENT_FULL_NAME}}` : patient full name (Rebecca Jane MacIntyre)
    - `{{PATIENT_PREFERRED_NAME}}` : patient preferred name (Richard)
    - `{{PATIENT_FIRST_NAME}}` : patient first name (Rebecca)
    - `{{PATIENT_MIDDLE_NAME}}` : patient middle name (Jane)
    - `{{PATIENT_LAST_NAME}}` : patient last name (MacIntyre)
    - `{{CURRENT_DATE_CARDINAL}}` : current date cardinal (April 22, 2019)
  - **The following variables are ONLY for Appointment Reminders:**
    - `{{PROVIDER_CREDENTIALED_NAME}}` : provider credentialed name (Steven Magee MD)
    - `{{ORGANIZATION_NAME}}` : organization name (Canvas Family Practice)
    - `{{PRACTICE_NAME}}` : practice name (Canvas Family Practice San Francisco)
    - `{{PRACTICE_ADDRESS_SINGLE}}` : practice address on a single line = 2037 Irving St Ste 228 San Francisco, CA 94122
    - `{{PRACTICE_PHONE}}` : practice phone ((800) 370-1416)
Once a page is ready to be saved, updated, or deleted, Administrators can make these changes at the bottom of the page through the following options:
## Associating Patients to Business Lines
Once Business Lines have been created and the `Enable_Business_Lines` constance configuration is set to `True`, users will see the Business Line dropdown field within the Preferences section of each patient's profile. The values within this dropdown will be those Business Lines marked Active. Users are able to add, remove, or update business lines within the patient profile at any time. 
By default, no business line will be associated to a patient until selected by a user.
Once a patient has been associated to a business line, the specific customized information per business line will be reflected in the corresponding communication sent out moving forward. If no business line is associated with the patient, the corresponding communication will be based on Organization settings. Of note, feel free to test out communication within a test patient per business line to ensure everything matches the desired logos, messages, and phone number. 
## Display of Opt-out response from patients
Within a patient's profile, if a patient has opted-out of receiving SMS communication, an `unsubscribed` label will appear.
This label ensures Canvas users are able to easily see if patiens have been opted-out from receiving SMS communication. Patients are able to opt-out by responding to the corresponding phone number, associated with an instance, via SMS with any of the following keywords:
  - STOP
  - STOPALL
  - UNSUBSCRIBE
  - CANCEL
  - END
  - QUIT
Once a patient has opted-out and the `unsubscribed` label has been automatically added next to the associated number, if the patient only has the opted-out number within their profile, users will not be able to message patients and this information will be displayed next to Messages on the patient's new note dropdown.
If a patient has both the opted-out number and an email address, users can only send messages to the patient via the email address. This information will be seen at the bottom of the message note.
In order to opt a patient back into receiving SMS messages, because of regulatory restrictions, only the patient can opt-in back to receiving messages via a response from the associated phone number they had opted-out from. To determine that phone number, review which organization phone number sends out messages to patients. A patient can opt-in by responding with any of the following keywords:
  - START
  - YES
  - UNSTOP
Once a patient opts-in, they will receive a confirmation text "this phone can receive text messages" and within the patient profile the number will now include the `verified` label.
## FAQs
  - If a business line is created, does it have to have a different subdomain and phone number than the instance organization?
    - A subdomain is required to be entered when created a new Business Line and must be unique. A phone number will be generated with or without an inputted area code by the Administrator. This information is needed in order to Save a new Business Line. 
  - What happens is a business line has NO business line settings?
    - If a business line has no business line settings, it does revert to the organization communications with the business lines corresponding contact points.
----- END PAGE https://help.canvasmedical.com/articles/1392971282-business-lines-customized-patient-communication


----- BEGIN PAGE https://help.canvasmedical.com/articles/1422399386-preparing-provider-profiles-for-enrollment
Before you can enroll a provider for prescribing or lab ordering, their Canvas staff profile needs to have all the right information in place. This article walks you through everything so there are no surprises when you're ready to submit.
> **New to Canvas?** If you haven't set up the provider's staff profile yet, start with [Managing Staff Profiles](https://canvas-medical.help.usepylon.com/articles/4283873790-add-a-new-staff-member) for complete setup instructions. Come back here when you're ready to verify enrollment requirements.
### What you'll learn
  - Required staff profile fields for all providers
  - Licensing requirements for prescribing providers
  - What documents you need to gather for Surescripts enrollment
  - How to add staff licenses
## Staff Profile Required Fields
Before starting enrollment, make sure these fields are complete in **Settings > Staff** for the provider.
### Required for all providers
  - **First Name** : Legal name matching medical license
  - **Last Name** : Legal name matching medical license
  - **NPI Number** : 10-digit identifier
  - **Primary Practice Location** : Select from available locations
  - **Work Email** : Used for enrollment communications
  - **Work Phone** : Numbers only, no special characters or spaces — 5551234567
  - **Work Fax** : Numbers only, no special characters or spaces — 5551234567
  - **Work Address** : Complete street address, city, state, and ZIP code. Set the **Use** field to **Work** and keep the **Type** set to **Both**.
## Required Documents for Surescripts
You'll need to gather these documents before submitting the provider enrollment form.
  - **PersonaTrust Certificate** : The provider receives this via email after completing identity proofing. Save the PDF for enrollment submission.
  - **State License** : A clear copy of at least one state medical license
  - **DEA License** : Only required for controlled substance prescribing
## Licensing Requirements
**For all prescribing providers**
  - **Medical License** : Required for eRx and EPCS
**For controlled substance prescribing only**
  - **DEA License** : Required for EPCS and Schedule II-V prescriptions
## How to Add Staff Licenses
Providers need valid licenses on file before they can prescribe or order labs. Here's how to add them.
  1. In the provider's staff profile, scroll to the **Staff License** section
  2. Click **\+ Add another Staff license**
  3. Complete the following fields
     - **Issuing Authority Long Name** : Only required if selecting **Other** for license type. Leave blank otherwise.
     - **Issuing Authority Short Name** : Leave blank
     - **Issuing Authority URL** : URL to the issuing authority's website. Optional.
     - **License or Certification Identifier** : Enter the license number
     - **Issuance Date** : Date the license was issued in MM-DD-YYYY format
     - **Expiration Date** : Date the license expires in MM-DD-YYYY format
     - **License Type** : State License, DEA, CLIA, PTAN, Taxonomy, SPI, or Other
     - **Primary** : For State and DEA licenses only. The primary license appears on external documents like prescriptions.
     - **State** : For State License type only. The state that issued the license.
  4. Click **Save**
  5. Repeat for each additional license
> **Good to know** — You can add multiple licenses, but only one per type can be marked as primary. If no license is marked as primary, the first entered license will appear on external documents.
## Next Steps
Once you've completed this checklist, head to the **Triple Line Menu > Provider Enrollment** to access the [Provider Enrollment Dashboard](https://help.canvasmedical.com/articles/3654117054-using-the-provider-enrollment-dashboard). The dashboard validates all requirements automatically and shows you exactly what's missing—you can only submit enrollment when validation passes.
> **Ready to submit?** See Using the Provider Enrollment Dashboard for complete instructions.
## Frequently Asked Questions
### Understanding prerequisites
**Q: Can I start enrollment before identity proofing is complete?**
A: No. Both Surescripts and DrFirst require identity proofing before they'll process enrollment. Starting without it will result in rejection and delays.
**Q: What if the provider doesn't have a DEA number?**
A: No problem—DEA numbers are only required for controlled substance prescribing. Providers can prescribe non-controlled medications without one and add a DEA number later if needed.
**Q: Do all these fields need to be complete before I submit enrollment?**
A: Yes. The Provider Enrollment Dashboard validates all requirements and only allows enrollment when everything passes. This prevents rejection and delays down the line.
**Q: How do I actually set up the staff profile if it's not done yet?**
A: See [Managing Staff Profiles](https://canvas-medical.help.usepylon.com/articles/4283873790-add-a-new-staff-member) for complete setup instructions including how to add contact points, addresses, and signatures.
### Licensing and formatting
**Q: Why do phone and fax numbers need that specific format?**
A: External systems like Surescripts and Health Gorilla expect pure digit strings. Formatting characters like dashes and parentheses cause transmission errors.
**Q: What happens if I don't mark a license as primary?**
A: For State and DEA licenses, the first entered license will appear on external documents like prescriptions. If you want a different one to display, mark it as primary.
### Identity proofing
**Q: How long does identity proofing take?**
A: Appointments are about 30 minutes. The provider needs a government-issued ID and should have their Experian credit report handy to help answer verification questions.
## Related Articles
  - [Using the Provider Enrollment Dashboard](https://help.canvasmedical.com/articles/3654117054-using-the-provider-enrollment-dashboard)
  - [Managing Staff Profiles](https://canvas-medical.help.usepylon.com/articles/4283873790-add-a-new-staff-member)
  - [ePrescribing (eRx) Enrollment](https://help.canvasmedical.com/articles/6085016786-eprescribing-erx-enrollment)
  - [Electronic Prescribing of Controlled Substances (EPCS) Enrollment](https://help.canvasmedical.com/articles/8630998726-electronic-prescribing-of-controlled-substances-epcs-enrollment)
  - [Lab Ordering Enrollment](https://help.canvasmedical.com/articles/1295159245-lab-ordering-enrollment)
* * *
**Keywords** : provider profile, staff profile, NPI, licenses, DEA number, identity proofing, PersonaTrust, prerequisites, enrollment requirements, medical license, state license
**Categories** : Provider Enrollment, Staff Management, Getting Started
**Roles** : Practice Manager, Administrator, Clinical Staff
----- END PAGE https://help.canvasmedical.com/articles/1422399386-preparing-provider-profiles-for-enrollment


----- BEGIN PAGE https://help.canvasmedical.com/articles/1484925805-print-medication-and-allergies
## Introduction
The ability to print a patient's current medication and allergy list is often times needed to provide to the patient or other providers. 
## Step by Step
Begin with the desired patient's chart open.
  - Click on the triple dot located next to the patient's name on the left hand side 
  - Select **Print Medications and Allergies** from the drop down menu
  - A PDF of the patient's basic information generates
  - Select **Print**  
 _NOTE: Adjust printer settings as desired._
# Resources
### [Video: Print Medications and Allergies](https://www.loom.com/share/d2654447588a4dd5b6d20bd4b70d8b5e?sid=95efff16-c45e-4311-a4b3-f7c50beeb217)
----- END PAGE https://help.canvasmedical.com/articles/1484925805-print-medication-and-allergies


----- BEGIN PAGE https://help.canvasmedical.com/articles/1652834476-processing-lab-reports
Laboratory reports are essential for diagnosing, monitoring, and treating patients. In Canvas, labs are managed through the Data Integration system, which ensures accurate linking of lab results to patient charts. While electronic lab results are automatically linked to patients when all identifiers match, manual intervention is required when identifiers do not align. This guide explains how to manage, review, edit, and remove lab reports, as well as how to link results to lab orders.
# User's Guide
## Linking of Lab Results from Health Gorilla to Patient
### Automatic Linking
Electronic labs are automatically linked to patient charts when all patient identifiers (MRN, Name, DOB) match exactly. Even small discrepancies, such as a missing letter in a name or formatting differences, will prevent automatic linking and require manual intervention.
### Manual Linking
Follow this process for any lab results from Health Gorilla that do not automatically associate due to mismatching patient identifiers. This includes cases where there are minor discrepancies in patient information, such as spelling variations, missing characters, or formatting differences between the lab result and the patient record in Canvas.
**To manually link lab results:**
  1. Access the triple-line menu located at the top-left corner and choose **Data Integration**.
  2. Select the **Lab icon** to filter for unlinked electronic lab results.
![2024-12-30_14-42-52.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1735587829269-2024-12-30_14-42-52.png?Expires=253370764800&Signature=nF3QCxxgUupDozRGyU39N8eiav8S-rm9RmJqtoWQ16FryhBOv2x2qHPKJppW35Nl0w4enS~7tr8armrCgSTFU3-xxzLR9Qd5a4HGQT~D0QPPJxTbBNCtuOQ3u37G9NwN5ZThLsBA4683QDQCzr-8kEUBSAgLCcFl9FaawjFIeLzFFrBbXSzqrphX98OC8YhJUanxVWSDI3FG8wJZrJJBk5tOVYpWnv2L4qMCNdtzTNKtmVC6HfaGv4ok~aPmDnbNy6Blb1prye9AwyH1~3IEjsmm2MxkUUHYYqvokzBVx2nNObzRibgF0CDdTgtDc0yqAWdlBbh~-rF0-IjGiMGAHw__&Key-Pair-Id=K3NV4LZ47N8M46)
  3. Click the lab report to open the linking modal. The patient lookup field will appear on the left side, along with a PDF preview on the right.
![2024-12-30_14-44-34.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1735587882333-2024-12-30_14-44-34.png?Expires=253370764800&Signature=b~jXzJRjObru6KPUNqsmTH4DzoevPCe6FKs37kt1GPvf02NlbUX~fykYxfpgz5gS4CfxWWJBfSFeSbS-wVy~O5D4shGFsiGWBv0NFn1NSQ-kvBLLkXK~EBbjgX8n3jQspv0iIq38F10NinQ~wMwpMs-4QusINu~A7oGeaRznGwuc1ZQcXROJ8-Ri6MdpWP8fIGq9Dyd2caWFFOp266H4TXk78ZJgulBzyqVje~PERxXbjRNsqPJfTmrxC86B6vj73uKGAcfgirkZY2sZhgenu0BqnVbn71OZct~51WmrnCnKDawJGt9dqXy1JNxh23O4ojWW1LYUpiEoOV3vH-eHzg__&Key-Pair-Id=K3NV4LZ47N8M46)
  4. Search for and select the patient using the **Link to Patient** field. The lab result will then be linked to the patient and removed from the list of unlinked results.
     - If the results are not associated with any patient in the practice click **Can't Find Patient** to remove the results from the list
## Processing Lab Reports from Data Integration
  1. Click the triple line menu
  2. Click **Data Integration**
  3. Complete fields to process the lab report
     - **Link to patient** : Search for the patient in the **Patient Name** field
     - **Choose document type** : Select **Lab Report** from the dropdown
     - **Reviewer** : Individual user or team responsible for reviewing the lab results.
       - If the patient is assigned a Care Team Lead in their profile, the Care Team Lead will default as the reviewer
     - **Link Originating Lab Order** : Select originating lab order to tie the results to
     - **Review Mode** : Choose one of the following:
       - **Review Required** : notification will show in the reviewer's user panel on the schedule view
       - **Already Reviewed Offline**
       - **Review Not Required**
       - **Comments** : Add internal notes if needed
     - **Clinical Date** : Enter the date in mm/dd/yyyy format or use the calendar
     - **Choose a Report Type** : Select the lab report(s) included in the results
     - **Lab Values** : Include values provided in the lab report. This will create a trending table in the lab results of the patient chart.
  4. Click for **Clinical Review** to link the document
## Reviewing Lab Results
Lab results can be reviewed through the Schedule View or the patient's chart
### Reviewing Results from the User Panel
  1. Navigate to the badge icons on the top-right of the **Schedule View**.
     - A red badge above the lab icon indicates pending lab reports for review.
  2. Click the **Lab icon** to display assigned lab reports.
![2024-12-30_14-47-01.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1735588049550-2024-12-30_14-47-01.png?Expires=253370764800&Signature=SoJRVMkOAl5rdIREVcMqArdPQ900cu6rOsNH85mZARUAYKdBiS~RvtE~fjl~U7HwF9zgpmSnCYA9HjiXVNesnKs3~gnOfVuq49xhbjtRtN68QWv34upqcgpvUyPSdR-i1pPotVnqLRlsLV0EfTH81KMbC-xVF5umob~27iGKBZBTvQxQCvW3c5hqTPfGu1GjRowaNZ3DpOYs3yuHp9s4C8j0ayvjc2F5zjgHzFTSz925fzRS03RZyJ3QJd64NlmD1cC2X8NbxFM4nVmg1czKoJyTa9UssO2-I794To6fg-BsqpLz45KZN~QhkmVfg3p68KOT3fknxO~gtU1U-uXoSQ__&Key-Pair-Id=K3NV4LZ47N8M46)
     - By default, labs are assigned to the user or their team. Users can change the view to another user, team, or any other option by selecting from the assignee dropdown menu. This feature is particularly helpful when covering for another provider.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1753735896654-image.png?Expires=253370764800&Signature=jsEdT6vjW~Q~rDmWseQ0mZGJ8O857svDkvzRYlD-6-a8iE2u~Kr0288S8dUJwZyChhEit5oQT7ODc7u6Ls0Z~EpgaLZd5YyY2qPSGaFAC5Zub6hi4EZv6UlBE8QZjwMZZiUx1f4~cikMRZlyS-BKQePChsYnjDnayw4hRNBRy3eZlAST1ViPOL2ALtbMUZVBw-UhKIjSBcLj2ILxWDLx9HU1~ogtL~9RI-rPkP6h9FiIpqnAY57u-S8RgeREKnq7ZLVVqRGrBtMmNV7W118pwQrN75SwnQa8~X902G~N99D9fgiK7R6vFRRBt-HzbzFuKilxatx5HnB58k0rRAjPcw__&Key-Pair-Id=K3NV4LZ47N8M46)
  3. Select the desired lab report card to open the review modal
![2024-12-30_14-54-47.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1735588494257-2024-12-30_14-54-47.png?Expires=253370764800&Signature=NrRJKTlvMCSkcTFHf0EmT2wAJ8-tZC8OVv4GJID1LSaqHenE~IJSaWIZuiH-cjD95mp~AtbCy5I18mbL25uPUstsnsNDAVIVW855MZ9A7StK~gMH1ixj71WhERwiMNr72TW5UebQBj9E0jWHEoHac8MSizl4Br0xhMtYkKmzAL6RP3SuK708XxxyeaktxsNEXJaARZXaFfKwGtadxqvZHfMsb1DFR3pZGTbxS0VNRgAEU4x1K7lG21DrAjjmT1ofgXxlQAKFf93wW9bSHqsBHelhqDr5-2EHIL6IDTF6n904GgYStqL847W-LwlNz8eEEP-bxsq11iYc2thWOQWprA__&Key-Pair-Id=K3NV4LZ47N8M46)
  4. The modal will display the lab result document and the fields to complete the review.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1746127097372-image.png?Expires=253370764800&Signature=SdsIQXFk~weY9YDTxfK29NV~~2NtT-ywiBQHS~Dr1PVrQN~7ZBD6O9IAsrPjiTiZmxfkKLJX9n9s879qINmPiEri9i5cRk1RffPT2BlWaIlxHp7gPb1-5M3afbiC9vj2nwBSezDZ9nhY6nPZ~26oLX-g5yG1a5r3J2ZElTWWElRXOhd7z0qWfuD4Sl71qsyD0fp1E6JeO6t3jxnEmgED~fY6pjqVEDBRk5hZAIU0uE6i5Urg3opkhz4rN5hf6tvqd46jh9X4xu79VK2-HRlDA98Cvhr8ytgQ7~OhwilE4p~2-YdJxt1BJXOEVVG~LwTlRDwRXBh1qcgjt4WX~jxyFw__&Key-Pair-Id=K3NV4LZ47N8M46)
  5. Complete the following fields:
     - **Patient Message** : The message visible to the patient. (Character limit: 2048).
     - **Patient Communication** : The method of communication for the message.
     - **Send via Patient App** : Is only available when the [**Canvas Patient Portal**](https://canvas-medical.help.usepylon.com/articles/7348270931-managing-the-patient-portal#configuration-set-up-34) is enabled and the patient has a verified contact in their profile.
     - **Linked Items** : Lab orders will display here if they are linked to the results. Any relevant items can also be linked here manually.
     - **Internal Comment** : Notes visible only to internal staff. (Character limit: 2048).
  6. Click **Sign** to complete the review.
     - Once the review is complete, a **Chart Review** note will be created in the patient's chart. The note will contain the **Lab Review Command** containing the information the reviewer added in the modal.
### Reviewing Results from the Panel
  1. Use the **search bar** in the Schedule View to locate and open the patient's chart.
  2. Click the **Labs** icon located in the top-right panel.
  3. Select the card of the lab report you wish to review to expand it. Reports pending review will display a red badge in the upper-right corner of the card. A red exclamation point indicates that one or more lab result values are abnormal. When the result card is expanded, abnormal values are highlighted in the value table. Abnormal values may be identified from the source lab's abnormal flag or from values above or below configured thresholds. The sorting logic for the cards is as follows:
     - Documents requiring review by the logged in user will be listed first
     - Documents that need review and are assigned to a team the logged-in user is part of will show second
     - All other documents not assigned to the logged in user or their team(s) will be sorted by descending occurrence date
  4. Click **Review** to open the review modal. This modal displays the PDF document for the lab report along with review fields.
     - **Heading** : Displays the name of the document being reviewed
     - **Patient message** : Information to relay to the patient
     - **Patient communication** : Method to share message with the patient
       - **Delegate call, can leave message** : The caller can leave a message if the patient does not answer
         - A task will be created for the team with the responsibility **Communicate Diagnostic Results to a Patient** to call the patient and share the provider's message.
       - **Delegate call, need patient to answer** : The caller must speak to the patient directly and cannot leave a message.
         - A task will be created for the team with the responsibility **Communicate Diagnostic Results to a Patient** to call the patient and share the provider's message.
       - **Already left message** : A message has already been left for the patient based on what the provider reviewed.
       - **Already reviewed with patient** : The patient has already been made aware of what the provider reviewed.
       - **Send via patient app** : The contents of the **Patient Message** field will send to the patient's portal for them to review.
     - **Linked Items** : The PDF of the reviewed item will automatically link here. You can attach related components of the patient's chart for reference.
     - **Internal Comments** : Content is only displayed internally for staff visibility. It will not display on any documents shared externally.
  5. Click **Sign** to finalize the review process.
### Reviewing Results from Lab Review Command
  1. Within a new or existing note, add the **Lab Review** command
  2. Complete command fields
     - **Patient Message** : The message visible to the patient. (Character limit: 2048).
     - **Patient Communication** : The method of communication for the message.
       - **Send via Patient App** : Is only available when the [**Canvas Patient Portal**](https://canvas-medical.help.usepylon.com/articles/7348270931-managing-the-patient-portal#configuration-set-up-34) is enabled and the patient has a verified contact in their profile.
     - **Linked Items** : Lab orders will display here if they are linked to the results. Any relevant items can also be linked here manually.
     - **Internal Comment** : Notes visible only to internal staff. (Character limit: 2048).
  3. Click **Sign** to complete the review
## Editing a Lab Report
Lab reports can be updated through the patient chart or Schedule View.
  1. Navigate to the patient chart or Schedule View and locate the **Lab icon**
  2. Select the desired lab report card and expand it
  3. Click **Edit** to open the modal for any modifications
     - **Report Name** : Name displayed on result card
     - **Date** : Date labs were collected
     - **Comments** : Any comments regarding the lab report
     - **Document Type** : Change the document type of the incorrect one was selected
## Removing a Lab Report
  1. Navigate to the patient chart or Schedule View and locate the **Lab icon**.
  2. Select the desired lab report card and expand it.
  3. Click the downward arrow next to **Edit** and select **Remove**.
  4. Confirm removal in the dialog box. The lab report is unlinked from the patient chart.
## Linking Lab Results to Orders
Lab results can be linked to lab orders in several ways to provide clinical context and ensure accurate data.
### Automatic Linking with Health Gorilla
  - Lab tests ordered through Health Gorilla are assigned a unique identifier.
  - Lab results received electronically with matching identifiers are linked automatically with the order.
### Manual Linking
  - On a lab report card, click **Link to Order**.
  - Select the appropriate lab order from the dropdown menu of unlinked orders.
![2024-12-30_16-19-25.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1735593572164-2024-12-30_16-19-25.png?Expires=253370764800&Signature=a5A2~2upmirMl7BfyZn~m0R~cXIOHKzcLXZVhNwtoHdq9QiPiYd2vF91rhKVky471ld~LxYaY4RVRqD8tRGZR7rROIAjyA-GVG0DgJbCgjr1iZLdSRZQVorMcdRmqVPry2or591inYZxbtfI1-pVqYXdD~O-58KnDpXgCfYp55Nk-lHIFsBZmUqgDa-HmUwUa51cG58CyQvkC-QS1dO9SpLF57WmX5Zm44DG4ie1OVR6WG7jE7Pa8I1-sqGCurwmHMC62l~F230KEYxYN1UTb84dG1OLxggntP7TIRQcq431GkiqsvX1qZqN0rLApTaTJyQqxuEbEdvax3~2uOst1g__&Key-Pair-Id=K3NV4LZ47N8M46)
  - The lab report updates to display the linked order details, including the ordering provider's name.
  - To change or remove a link, click **Edit** and use the options to update the order.
## Reviewing Internal Comments for the Lab Review
Internal review notes for the lab results are only visible on the command itself. Follow these steps to be routed directly to the command.
  1. Navigate to the patient chart
  2. Click the **Labs** icon in the patient panel
  3. On the card for the lab result, click **Reviewed on [DATE] at [TIME]**
  4. A new tab will open that takes the user directly to the review command associated to the lab test.
![2025-05-22_11-37-52.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1747930480646-2025-05-22_11-37-52.png?Expires=253370764800&Signature=Opd0ptMg09xYONXVojrHwJPDJ9SWltCbiaMMKZ3LJCBSEtlWPphwtar3ZXXdAiIZJBOoN~fWajVqJF3dvMN5pkfzCmx2O0CDeCdazWpgMN5ZdmhsUW04Xuq4LRxcUEWCaXIO9YE87nnAEKuz3RsQp8P9bOrC5A9N1nQb0qUBFWqJeLHghJp9wAe-O93l2IxHVCB4No5h9~xxWWvayFM47AYsp3boMyWHA2S308s4fmPgsZ7o3XIzR-jeilNurljLjE8TxewM2hAv91tF1x51m3n2oqvqHM-y73UbpJhtJodO59Wq~-wXhrQJq4FoARNgdv1uI6PzTaRgV23s5nR89Q__&Key-Pair-Id=K3NV4LZ47N8M46)
## Assigning Processed Lab Results to a New User or Team
Results can be assigned to a team or individual after the results have been processed and linked to a patient
### Assigning Lab Results to a Team
  1. Click the **Lab** icon in the patient or user panel to open the result cards
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749686356268-image.png?Expires=253370764800&Signature=fdf7v4Y0zLavO7WiNvDr2bgm2teILAQBGy39CYVF7f0xllsNooB28udnRYHQpyGRWD0COiNtRsEbmM1tmW0Gcd3Bm2oWamXKSsCm5wK3WEiDjGiIJY62He06v1JLczy3T7rZpGA0TACe-6BuUlxYHZKeDqTmkAfHwuP216JBZ1DxiTC5Yxk82zO2sEGQpE-ZprknzCdw9XahMTWfHDt6iU4k8P0IZLiK5-eDaUoJngKo~RmpywRyFnvfMgJ8ltZwyddKchcnTLQ8JcEwk46Mz7Y1K0-PhuEiz0JCCPgfGomWVuZo4KcVe35C~Pil4sAabCltYMHIi4O3-kSw~GLf8A__&Key-Pair-Id=K3NV4LZ47N8M46)
  2. Click the team link**** on the card to open the dropdown. It will either say **No Team Assigned** or state the name of the team currently assigned
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749687248147-image.png?Expires=253370764800&Signature=RMbgfe9YBmxeJi4D~jpxOcpMs8B4r8KvbZuCFp3eQImElbxDLkbZwbB7KfauiRwzgej1Ir-H3~AP4cCJYlBV0se6HATjkSe02JKcC4ey36t7oayMwwTxklJ2jKQiKvJtYMefCfCJk3XAOY9B1wpU-dVTunsI81b7VZgZmCqMqllKZBY0c0SzuS9SoHC8jGFVWBYAC3rdlDAN~PE6RXeZsg8j7ev1wGOv5D3HRD1A0eeuTfUCC-5pDpSoOsuyVF0rg-2PI6cxR77piQZ286Uv1pNNzW-r76cFJLTTyowfCMBOo9wl1yfCJVXVuampcWe3r8uIx0VO4AXClhpMHTfUWQ__&Key-Pair-Id=K3NV4LZ47N8M46)
  3. Select the team name from the dropdown
  4. Lab will show under the user's labs in their panel
### **Assigning Lab Results to an Individual User**
  1. Click the **Lab** icon on either the user or patient panels to open the Lab Results
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749687281263-image.png?Expires=253370764800&Signature=Crk1J3hx6IuD5dQr916eKCTj7mw1sxUHps12m3xg~uatSKbi5yW687cy8KxYb2mjbFk~7eQeuwhL6Hg4lv27X8vfsR03uUX4mjdhpgN6rxW9noCZHsg8okBUrmUy7NOP83KGYvfFtFtKmm10WdMnF72OBsnxHvuMprV9cGY6V1A8cZiyK-NCC5LtF50Ch3sflpGIgyuCjdCWcGY3QXp-3hAL1Y2kQsG9SR9eZi7bR9J6vPopfmad12CqyyrZQ1Cs3IbrBDTOYVJS40IKQefUCCpsJRfA1vvZ-cH0AK3EmbGYd8bj8VlBL3wHC8sLQX-05P-64df18Q~w8lCYFGqTjw__&Key-Pair-Id=K3NV4LZ47N8M46)
  2. Click the name of the assigned user to open the dropdown
     - A user will already be assigned since it is required to process in Data Integration
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749687670725-image.png?Expires=253370764800&Signature=fJXws-iGV-OHxxwkqV5e8LiE5crlIHMspiGM6-DreThpj4uGvDe81WR5OVK9m-4U180tZvzDMpo9dq0X8Xlz4C6zs1kk1Ak~kI2rRcNwc7lHHWo6lP8KX3O6GvrXlhzmzaDmMnw4lm7NClBtekymQZh3yCtaPgNIcphqE~~8mX0n5FLaQbyI3~T3p93iTWXCrf92bIr8dLeEPsG55FLJ9bSteil0KIC5nB1QQLW3S3S7SLE59J5NySaENUg~IDV7Zl68xg2EMdNzpwh7CwD3gAIMY1d2qciZrV8ZVX3MddsNLQCTCeq7Lw5~3shQxan2B6kDx63l-kXaVbMFO-Wp1A__&Key-Pair-Id=K3NV4LZ47N8M46)
  3. Select name of new assignee
  4. Lab will show under the user's **labs** in their panel
# FAQ & Troubleshooting
**Q: When is manual linking necessary?**  
A: Manual linking is required when patient identifiers do not match or when results are manually uploaded.
**Q: Can lab reports be reassigned to another reviewer?**  
A: Yes, reports can be reassigned by clicking the assignee's name on the lab report card and selecting a new reviewer from the dropdown menu.
**Q: Do lab values need to be included when adding lab results manually?**
A: This is a decision to be made by the practice. Documenting lab values is best for tracking historical results whether through the patient panel or through the [**diagnostic theater**](https://canvas-medical.help.usepylon.com/articles/5041695251-diagnostic-theater).
**Q: Do the results have to be linked to the order?**
A: The order can be linked to the result to close the loop and make sure orders are not outstanding. Also, it is necessary if the practice is using this information for reporting purposes.
# Related Resources
• [**Processing Documents via Data Integration**](https://canvas-medical.help.usepylon.com/articles/7371085164-data-integration)  
Learn how to upload and assign clinical documents from the Canvas Data Integration system.
• [**Understanding Commands**](https://canvas-medical.help.usepylon.com/articles/4129367510-commands-introduction)  
Explanation of how commands influence workflows and documentation
**Keywords & Metadata**
  - **Keywords** : Lab results, lab report management, Canvas Medical, Data Integration, linking lab orders, patient chart, lab review process, manual linking, Health Gorilla, lab report editing.
  - **Categories** : Laboratory Management, Data Integration, Patient Records, Workflow Optimization.
----- END PAGE https://help.canvasmedical.com/articles/1652834476-processing-lab-reports


----- BEGIN PAGE https://help.canvasmedical.com/articles/1679996479-print-patient-chart
Users have the ability to generate and print the patient's entire chart.
## FAQ:
**Q:** Do I have to wait in the patient chart for the full 10 minutes?
**A:** No, you can move on with other tasks inside or outside of the patient chart. You will receive a task notification on the task list when the PDF is ready.
**Q:** Can I print only a specific time frame?
**A:** When generating a **Full Chart PDF** the entire patient chart is included, however you can select specific pages to print when the PDF is completed. 
**Q:** What is included in the PDF?
**A:** The PDF includes anything documented in Canvas along with any scanned documents.
## Step by Step
  - Begin with the desired patient's chart open
  - Click on the triple dot menu located next to the patient's name on the left hand side 
  - Select **Generate Full Chart PDF** from the drop down menu and a pop up notification appears to confirm that the PDF is being generated and will appear as a task
** _NOTE:_**_As stated on the notification, this process can take up to 10 minutes._
  - Click on the **Task** icon located in the top right of the screen within the patient's chart  
** _TIP:_**_The Task icon indicates when a new task has been assigned to the user; this is indicated by a red badge above the task._
  - Select **View** on the task labeled "Chart PDF ready for _(patient's name)_ " and a PDF will open in a new tab of browser
  - Print the chart and if desired, download 
  - Select **Done** on the task
### Patient Chart PDF Task via the Task List
  - Navigate to the the panel filter badge icons on the top right which is always visible from the Schedule View
  - Select **Tasks** icon to open the Task List
** _TIP:_**_A red badge with a number above the icon indicates new tasks to be reviewed._
  - Select **View** on the task labeled "Chart PDF ready for _(patient's name)_ " and a PDF will open in a new tab of browser
  - Print the chart and if desired, download 
  - Select **Done** on the task
# Resources
### [Video: Printing Patient Chart](https://www.loom.com/share/c034f7029ffa42cba30659ce53fecccf?sid=831b55c4-64a7-4267-81a6-851b6171377c)
----- END PAGE https://help.canvasmedical.com/articles/1679996479-print-patient-chart


----- BEGIN PAGE https://help.canvasmedical.com/articles/1686191927-recommended-minimum-specification
Canvas is a web-based application. To ensure the best user experience, we have some recommendations. Canvas is designed and optimized for Google Chrome. Performance on other browsers may not be guaranteed.
The provider application has limited support on mobile devices or tablets, including iPads, Galaxy Tabs, iPhones, or any other mobile devices. [Companion apps](https://docs.canvasmedical.com/sdk/companion/) can be developed to support this need. 
## Hardware Minimums
  - 2.0+ Ghz dual-core CPU (ex: Core i3 or i5)
  - 4 GB RAM (8+ GB recommended)
  - Monitor of at least 1024×768 pixel resolution (1920x1080 recommended). Two monitors recommended when possible
  - DYMO LabelWriter 450 Thermal Label Printer (for lab specimen labeling)
  - Need for iOS Devices to use Canvas Remote for patient and card images as well as visual exam finding captures
## Browser
  - Latest version of Google Chrome - routine updates enabled
  - Autocomplete in Chrome turned off
## Connectivity
  - Network Capacity of at least 1.5Mbps up and down per simultaneous internet user. For example if you expect 20 people to be connected at any given time, then 30Mbps up and down is minimum acceptable bandwidth.
  - End-to-end network round-trip times of <100 ms from user workstations to [_yourdomain_.canvasmedical.com](http://yourdomain.canvasmedical.com)
## Optional Configuration
  - Show Bookmarks Bar on Google Chrome
  - Put Canvas and Google Calendar links on Bookmarks Bar
## Security / Dejunking
  - Consider [Kaspersky Anti-Virus](https://usa.kaspersky.com/lp/acq-kav-tg/?dclid=CJDswY-anNsCFcVtfgodKf4Auw), [CCleaner](https://www.ccleaner.com/), [KoshyJohn](https://www.koshyjohn.com/software/memclean/)
----- END PAGE https://help.canvasmedical.com/articles/1686191927-recommended-minimum-specification


----- BEGIN PAGE https://help.canvasmedical.com/articles/1745103290-command-physical-exam
The Physical Exam command is available to document an examination that has been performed. This documentation can be concise or all-inclusive.
# FAQ:
**Q:** I made a mistake, how do I remove this command?
**A:** Commands can be entered in error, but not deleted. Please review the Entering a Command in Error document for directions.
**Q:** Do I have to use a general exam template for patients with an acute concern?
**A:** Exam templates are available to all users within the practice. For personalized content, you have two options:
  1. **Automations** : Create automations to prefill physical exam commands with your preferred specifications and placeholder text. Access this through **Settings** > **Automations** (under the **Practice** heading).
  2. **Text Expansion Tools** : Use third-party snippet-saving tools like **TextExpander** or **Blaze** to create personalized shortcuts for frequently used exam findings and phrases.
Both approaches allow you to customize your workflow while maintaining the shared template structure for your practice.
**Q:** Can I create my own templates that do not interfere with other providers in my practice?
**A:** Exam templates are available to all users within the practice. Automations are recommended to assist with customizing personal workflow.
**Q:** I've toggled a system off, but it's still displayed in the note. How can I get rid of it?
**A:** Toggled systems within the physical exam command are still visible in the digital representation of the chart where it is clear to see the  _off_ toggle is present. Printed or faxed representations of the note will not display the removed systems.
## Step by Step
This process begins with an open note of the patient chart.
  - Type "_physical exam_ " into an open line within the note.
  - Select the command by hitting**Enter** on the keyboard or by clicking the option.
  - Select the type of examination that has been performed from the drop-down options
** _NOTE:_**_The examinations can be customized to fit the needs of the practice._
  - Navigate through the remaining fields by selecting **Tab** between each field
  - To remove a system that was not evaluated at this visit, un-select the toggle next to the system name.
  - Select **RECORD** to commit the command. You notice that the Physical Exam command collapses once committed, but will continue to display any changed default text for easy review.
### Changing the Physical Exam Type
** _NOTE:_**_If you have not yet committed the command you can change the command type._
  - Direct your mouse back to the physical exam title and select the exam type
  - Make a new selection from the drop-down list
  - Navigate through the remaining fields by selecting **Tab** between each field.
  - Toggle between the automated assessments and edit findings based on your clinical exam.
  - Select **RECORD** to commit the command to the note.
# Resources
### [Video: Documenting a Physical Exam](https://www.loom.com/share/43c9745143e2471ba0d1ae0d993adb52?sid=4610266c-4be3-4d39-9f14-b5e1a4434eb1)
----- END PAGE https://help.canvasmedical.com/articles/1745103290-command-physical-exam


----- BEGIN PAGE https://help.canvasmedical.com/articles/2111959321-studio-reference-guide
## **Introduction**
This guide explains every screen, button, and feature in Studio so you can look up exactly how something works when you need it. Unlike the Quick Start, it's meant to be skimmed by topic rather than read end to end. Publishing is covered in full here, including the two ways your practice might be set up.
**When in doubt, ask Studio.** This guide is here when you want it, but you don't have to look things up — the chat can answer most questions about how Studio works on the spot. Asking is often the fastest way to an answer.
## **User's Guide**
### **Getting around**
**The Overview screen.** This is your home base. The left side shows a grid of **project tiles** — one tile per plugin — each with a **stage badge** telling you where that project is (Discovery, Build, Test, Review, or Published). A project someone shared with you shows a **Shared** badge and the owner's name. The right side is the **overview chat** , a general assistant that answers questions about how Studio works. You can drag the divider to resize the two sides.
![02-overview-screen.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1781739723706-02-overview-screen.png?Expires=253370764800&Signature=sR5O92amFr~GF~KtS6WNkV5eaeXMmktbKqtpOyojPW3CJ9qxYbSRL7IU9A2k0TB1Dc7v~fQJbqkwvOmCrPIKqkED2Y2QgVOsInJWiCpONV~kaFfycdpWsIeZffojQ1eY27f8x5QMw5G0YK5F4Vejl7up9QJ8kSbkRiKShHMczmhHxrTM9KkV3~BYX64QShv8blplRlUvwKVrh653jNv7PZsCAK~ikekLv8PrBee1601XnzPwISGr6QYkdgtjBakd2XUOfxK3KGY-dqhiKeiTfgLaYvHNC-U~zQtRkQPG3W66rtNgWKFw9NUxqzMF2KEIaGEYm1rlQ-T1rWp1UO0FBA__&Key-Pair-Id=K3NV4LZ47N8M46)
**The Project screen.** Click a tile to open a project. The left side is your **progress timeline** with the five stages and the buttons that move you forward, plus two more sections: **Agent Documents** (the plans the assistant writes) and **User Attachments** (files you upload). The right side is the **chat** , where you talk to the assistant, with **tabs along the top** for reading the documents the assistant writes (User Plan, Technical Plan, and so on) — text renders as formatted pages, images show inline, and PDFs open in a viewer.
![project-screen.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1781739934485-project-screen.png?Expires=253370764800&Signature=mBRcmJdbBnMRjZ85LwRSnnbO5ERvp-vRSZsFIaJ5mdyXz070NiRpiCZPldlwGUOFrpHYcdwpB4NayVq52C1dOeNkVRxtIgZgkc3nbTdlLRGRGW1tlSupveyB-FkmT8MBzMJyHUkrAncy078t~TPP2eQ~AADgVteqRUdUIl4a0-NhWaUyOIAIlusUx~z7cqrZbstPSPUY3NUOoYKcpAANAcyOBWi1Aql-1fBdPbxnnO8jNig-9NgN4nDdiZKxYMbqEw2ys~~ySJR9hcUG9-HW-wfjFmZbbyMUiAIFTcoB7o4BkIYPMNbz7KoBahw~xhX2dbcl5kgnLelgS5xJxHksYg__&Key-Pair-Id=K3NV4LZ47N8M46)
**Finding projects.** On the Overview screen you can:
  - **Search** by project name, owner, or tag.
  - **Filter by stage** to see only projects at a given step (archived projects appear here as their own option).
  - **Filter by "shared with"** to see projects shared with specific people, a **me** option for projects shared with you, and a **Public** option for open-source plugins.
  - **Filter by tag.**
Filters combine, and your selection sticks in the page address — so refreshing or sharing the link keeps the same view.
**The overview chat (your guide).** The chat on the Overview screen answers questions like "How do I start?" or "What does publishing do?" Make it your first stop whenever you're unsure — it can answer far more than you'd expect, from how a feature works to what your projects are doing. It does **not** build plugins — to build, open or create a project. It can also draw on any practice-wide context your Studio Admins have set up, so it can speak to your organization's goals and conventions.
### **The five stages in detail**
Every project moves through five stages. You advance each one by clicking its button — the assistant never skips ahead on its own.
**1\. Discovery.** You describe what you want; the assistant asks clarifying questions, confirms **where in Canvas** the plugin will appear, and writes two plans: the **User Plan** (plain language) and the **Technical Plan** (build detail). When both exist, the **Approve Plan & Start Building** button appears.
**2\. Build.** The assistant builds the plugin and, if it needs settings, shows a **Configuration Required** panel. Once the plugin is built, a testing plan exists, and any required settings are filled in, the **Deploy Now for Testing** button appears.
**3\. Test & Iterate.** Your plugin is installed on your Canvas instance so you can try it. You test, report back in the chat, and the assistant fixes and redeploys. When everything works, click **Confirm Successful Testing**.
**4\. Final Review.** The assistant runs its quality checks and writes a plain-language **final review** document. When it's ready, the **Publish** button appears (it may read **Promote** depending on your setup — see Publishing below).
**5\. Published / Promoted.** The project is done. Under some setups this is "Published"; under a review-based setup it's "Promoted," and you can keep refining the plugin and send further updates downstream.
### **Working with the assistant**
**Talking to it well.** Describe what you want in plain language — goals and examples beat technical precision. When something's wrong, say what you saw and what you expected; the assistant takes it from there. And the chat isn't only for instructions — when in doubt, just ask. "What does this do?", "Why did that happen?", and "What should I do next?" are all fair questions, and the assistant can usually answer them right away.
**The question card.** When the assistant needs answers, it shows a question card instead of asking inline. Use **Back** and **Next** to move between questions, **Review** to check everything before submitting, and select one or more options when a question allows multiple answers.
**Plans & documents.** The assistant writes several documents, which open in tabs along the top of the chat (and can be downloaded):
  - **User Plan** — plain-language description of what you'll get.
  - **Technical Plan** — the build details (you don't need to read this).
  - **Tradeoffs** — choices and limitations worth knowing about (see below).
  - **Testing plan** — the steps to try your plugin during Test & Iterate.
  - **Final Review** — the summary you read before publishing.
Open documents refresh on their own when the assistant updates them; you'll see a reload prompt in the tab.
**Tradeoffs.** Some choices have trade-offs — for example, data that's only kept for a limited time, or a setup that works for small volumes but not large ones. The assistant flags these in plain language **at the moment it makes the choice** and collects them in the Tradeoffs document, which feeds the "Before you go live" section of your final review. If a trade-off matters to you, just say so and the assistant can take a different approach.
**Configuration values.** If your plugin needs values to run, they appear in the **Configuration Required** panel:
  - **Sensitive values** (keys, passwords) are masked. Once saved, you'll see "Value set — leave blank to keep, type to replace"; your saved value never re-appears on screen.
  - **Plain values** (web addresses, IDs, display names) show as normal text so you can read what you typed.
  - Each value has a short **description** explaining what it is, where to get it, and what it should look like. If a value is missing one, you can ask the assistant to add it.
  - After saving you'll see a **"Configuration saved"** confirmation. Saving new values for an already-deployed plugin re-installs it automatically.
**Attachments.** Use the attachment option in the chat to add images (screenshots show as thumbnails), PDFs, or other files for the assistant to work from. Your uploads are listed under **User Attachments** on the project.
### **Deploying & understanding results**
**The deploy chip.** Every time Studio installs your plugin, a status chip appears in the chat and moves through these states:
  - **Deploying to _(your instance)_ …** — the install is running.
  - **Verifying on _(your instance)_ …** — Studio is checking that it loaded.
  - **Deployed to _(your instance)_** — it loaded cleanly.
  - **Deploy to _(your instance)_ failed** — click to expand the details; the assistant reads these automatically and proposes a fix.
  - **Deploy unverified** (orange) — Studio couldn't confirm the result; usually resolved by trying again.
You don't verify deploys yourself — Studio does it and posts the verdict.
**When a deploy fails.** This is a normal part of building, not a mistake on your part. The assistant reads the failure detail, fixes the cause, and redeploys — you can simply let it continue or ask it to try again.
**The status pill during testing.** While you're testing, Studio watches your Canvas instance's activity (its logs) in the background so the assistant can see what your plugin is doing. Look for a **slim status line just below the chat input box** — it's easy to miss. When it's working it shows a green **"Monitoring Canvas logs…"** with a count of activity captured. If it turns yellow or red (**"Log monitoring stopped"**), click the **Restart** button on that same line to resume it. If the assistant ever says it can't see your plugin's recent activity, check this line first and restart it.
### **Collaboration**
**Sharing a project.** The project **owner** can share it with another Canvas user at the same organization, as either **view-only** or **full editing**. Open the share option, search for the person, choose their access, and they receive an email invite with a link. Sharing never crosses organizations.
  - **View-only** collaborators can watch the project and read everything, but can't send messages or click stage buttons.
  - **Full-editing** collaborators can send messages, add attachments, stop the assistant, and click stage buttons — everything except managing sharing.
**Working at the same time.** If two people share a project, only one request can be in progress at a time. If you send while a collaborator's request is running, you'll see "Another collaborator's request is in flight" — just wait a moment and resend.
**Tags.** Create colored tags and apply them to projects to organize your Overview. Use **Manage tags…** to create, rename, recolor, or remove tags, and the Tags filter to view by tag.
**Archiving & renaming.** Use the **⋯ menu** on a project tile or in the project header to rename, share, or archive. Archived projects aren't deleted — they move out of the way and reappear under the archived option in the stage filter.
**Making a plugin public (open source).** The share dialog has a **"Make this public (open source)…"** option. Submitting it notifies Canvas, who publish the plugin's source to the open-source library. You can be **attributed** by name or stay **anonymous**. Once requested, the project shows a green **Public** badge, and public plugins appear under the **Public** option in the "shared with" filter.
## **Publishing explained (it depends on your setup)**
What **Publish** does depends on how a Studio Admin set up your organization. The button is always labeled to tell you where it's sending things.
**The two ways to publish:**
  - **Direct** — Studio installs the finished plugin straight onto a configured Canvas instance. The button reads **Publish to _(target name)_**.
  - **Gated** — Studio opens a **review request** in your team's code repository instead of installing. Your technical team reviews and approves it, then their own process takes it live. The button reads **Promote to _(your repo)_** , and the finished stage is labeled **Promoted** — from there you can keep refining and click **Promote updates** to send more changes downstream.
**Publishing to a specific target.** If your organization has more than one configured destination and you're authorized for several, you'll see **one button per destination** (for example, "Publish to production" and "Publish to uat"). Click the one you want.
**"There's no Publish button."** If the final-review pane shows a notice instead of a Publish button, your organization hasn't finished choosing how plugins are released. Contact a Studio Admin — the notice lists who to reach — and they'll set up Direct or Gated release once.
## **Configuration & Set Up**
Regular users don't configure anything — you just need access.
  - **Prerequisites:** Studio enabled for your Canvas instance, and your account on the Studio user list.
  - **Who sets it up:** A Studio Admin grants access and chooses how publishing works.
  - **To get access:** Ask a Studio Admin to add you; you'll get a welcome email.
  - **Verification:** You can open Studio and see the Overview screen.
All organization-level setup — user access, release strategy, and practice-wide preferences — is covered in the **Studio Admin Guide**.
## **FAQ & Troubleshooting**
Q: Something's confusing or not working — what should I try first? A: Ask Studio. The chat can explain what you're seeing and suggest the next step for most situations, so it's the fastest first move before digging into this guide.
Q: What's the difference between the User Plan and the Technical Plan? A: The User Plan is the plain-language description of what your plugin will do — read this one. The Technical Plan is the build detail for reference; you don't need to read it.
Q: I opened a document tab and it changed while I was reading. A: The assistant updated that document. Open tabs refresh in place and show a reload prompt so you're always seeing the latest version.
Q: The Deploy / Publish button I expected isn't showing. A: Stage buttons appear only when their requirements are met — for example, Deploy Now for Testing needs the build finished, a testing plan written, and any required settings filled in. If Publish is missing entirely, see "There's no Publish button" under Publishing.
Q: A value I saved in the Configuration panel looks blank now. A: Sensitive values are hidden after saving for security. The placeholder "Value set — leave blank to keep" means it's still saved; only type if you want to replace it.
Q: I shared a project but my colleague can't send messages. A: They likely have view-only access. Re-share with full editing, or ask the owner to change their access.
Q: Why did I get "Another collaborator's request is in flight"? A: Someone else on the project has a request running. Only one runs at a time — wait a moment and resend.
Q: What does the orange "unverified" deploy chip mean? A: Studio couldn't confirm whether the plugin loaded. It usually clears on the next deploy; ask the assistant to try again.
Q: Can I get my plugin's source code? A: You can download the project's documents from the project pane. For the full source or making it open source, use "Make this public" or ask a Studio Admin.
## **Related Resources**
  - **Studio Quick Start Guide** — the step-by-step path to building your first plugin.
  - **Studio Admin Guide** — for Studio Admins: granting access, choosing how plugins are released, and setting practice-wide preferences.
## **Keywords & Metadata**
Keywords: Studio reference, project stages, deploy chip, configuration, sharing, tags, publishing, direct release, gated release, promote, open source Categories: Studio, Reference
----- END PAGE https://help.canvasmedical.com/articles/2111959321-studio-reference-guide


----- BEGIN PAGE https://help.canvasmedical.com/articles/2177065727-helpful-resources
Explore the following resources:
## **Frequent Articles:**
  - [📄 New Provider Onboarding](/articles/4576664336) \- When a new provider joins
  - [📄 Automations](/articles/7126006931) \- Automate your workflows
  - [📄 Creating Questionnaires](/articles/7017593857) \- Build custom questionnaires
  - [📄 Managing Medications](/articles/5128727084) \- Track and manage medications
  - [📄 Managing Conditions](/articles/7998893827) \- Handle patient conditions
  - [📄 Claim Management](/articles/9992348572) \- Process insurance claims
## **Stay Up To Date:**
  - 🚀 [Release Notes](https://docs.canvasmedical.com/product-updates/release-notes/) \- Latest product updates
  - 🗺 [Roadmap](https://docs.canvasmedical.com/product-updates/roadmap/) \- What we have planned next
  - 📈 [Beta Programs](https://docs.canvasmedical.com/product-updates/commands-api/https://docs.canvasmedical.com/product-updates/commands-api/) \- Participate in beta testing
  - 📆 [Important Dates](https://docs.canvasmedical.com/product-updates/important-dates/) \- Key dates to remember
## **For Developers:**
[**Join the Community**](https://github.com/canvas-medical/canvas-plugins/discussions)
  - 👥 [Discussions](https://github.com/canvas-medical/canvas-plugins/discussions) \- Share and learn from other developers building on Canvas
[**Documentation**](https://docs.canvasmedical.com/)
  - 💻 [The Canvas SDK](https://docs.canvasmedical.com/sdk/) \- Develop with Canvas tools
  - 🔥 [FHIR API](https://docs.canvasmedical.com/api/) \- Comprehensive read/write access
  - 🗒 [Note API](https://docs.canvasmedical.com/api/note/) \- Create or modify notes
[**Guides**](https://docs.canvasmedical.com/guides/)
  - 🔌 [Your First Plugin](https://docs.canvasmedical.com/guides/your-first-plugin/)
  - 🪝 [Creating Webhooks](https://docs.canvasmedical.com/guides/creating-webhooks-with-the-canvas-sdk/)
  - 💻 [Your First Application](https://docs.canvasmedical.com/guides/your-first-application/)
----- END PAGE https://help.canvasmedical.com/articles/2177065727-helpful-resources


----- BEGIN PAGE https://help.canvasmedical.com/articles/2200607932-appointments-unstructured-reason-for-visit
The Reason for Visit command frames the motivation for the documented encounter. Here, the patient's "chief complaint" and "reason for visit" are used interchangeably. 
## Step by Step:
This process begins in an open note of the patient chart.
  - Type "_reason for visit" "cc" or "rfv_ " into a blank line within the note.
  - Select the command by pressing**Enter** on the keyboard.
  - With the command selected, the cursor will default to free text.
  - In free text, type the reason for the visit.  
**_TIP:_**_Use_** _Enter_** _on the keyboard to roll the input cursor to a new line._  
  - The Reason for Visit populates in the heading of the current note.
### Reason for Visit in Appointment Scheduling 
  - Navigate to the desired date of appointment on the Schedule.
  - Click and drag on the desired time slot as shown below. 
  - A new appointment card appears. 
  - Navigate through and fill out the fields as follows:
    - **Link the patient:** type patient name into the field 
    - Select the **type of visit.**
    - **Reason for Visit:** type the reason for visit in the provided text box
  - Click **Book Now.**
### Reason for Visit in the Follow Up Command
  - When documenting a follow-up, a Reason for Visit field is available to document the reason for the follow-up appointment.
  - With the command committed, a new appointment note is created for further scheduling. 
  - The Reason for Visit command is automatically filled and populated within the body of the appointment note. 
# Resources
### [Video: Unstructured Reason for Visit](https://www.loom.com/share/0b64edb1f93545afa1d67e6ba0c7fe20?sid=8fcdfd9e-b0f1-4be6-9166-c16dde54d941)
----- END PAGE https://help.canvasmedical.com/articles/2200607932-appointments-unstructured-reason-for-visit


----- BEGIN PAGE https://help.canvasmedical.com/articles/2234141107-studio-admin-guide
For Studio Admins (clinical or operations leads who manage Studio for their organization — no coding experience needed)
## **Introduction**
This guide is for **Studio Admins** — the people who decide who can use Studio at your organization and how finished plugins get released. It covers the one-time setup you do once, plus the settings you'll revisit occasionally. Everyday plugin building is covered in the Quick Start and Reference guides; this guide is only the admin side.
## **User's Guide**
### **Getting Started**
**What a Studio Admin can do.** A Studio Admin controls the organization-wide settings that regular users can't:
  - Who is allowed to use Studio.
  - How finished plugins are published (the "release strategy").
  - Which users can publish to which destinations.
  - Practice-wide context and instructions the build assistant follows.
**How the role is granted.** The Studio Admin role is assigned in **Canvas's own system admin** (assign the "Studio Admin" role to a staff member) — not from inside Studio. Studio itself can't promote someone to admin, so if you need another admin, have a Canvas administrator assign the role.
**Opening the Admin panel.** Once you have the role, you'll see an **Admin** button to the right of your name in the top toolbar (next to the version label), from any screen.
![admin-button.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1781740624011-admin-button.png?Expires=253370764800&Signature=U-zJc5iNstQNhe-z1rNx5izcCquRE5eAgviZBI1pkctSnkm6-wnaL9P4K5jShoUksgpDwMHAVv9q8O2NAkk77PyviyUk5qG4tm2awY3m5EQVebbGOoOJU12kbT85zgE5gM5M7KQQHvluHmKFK9-PsMg1cMyLxlWeyJFh4z-fSYJlnQNSWBsLNIoIge4B4z7nEoA~tyQ4pp7kJkSTWBAVw9DfH4tykaaxEfMCB6soo0303ASjCzUhq6pgMZcaqU7fW668VOjCsXs21PEIP-nHZhzem85zpgoC4606PEJ5RhPohBRqFF74hdx3uvCQhIfpNvL8rx5Thfa6wJf6XR4E-g__&Key-Pair-Id=K3NV4LZ47N8M46)
Clicking it opens a panel from the right side. Closing it (the close button, clicking outside, or Escape) returns you to where you were; if you have unsaved changes, Studio asks you to confirm before closing.
![admin-panel.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1781740636049-admin-panel.png?Expires=253370764800&Signature=MWvHFfVVFGQkRbER5tdYRcnRy6JLYorWQTacr52PdJsgOh3-c8~M036X3PX9PvC8MUvD8FTpUOL696z355f~rzD51yni6xt6JGDDmGUyTJzUGegX4mdJA1yktY7~iLyLNS9VvDEvJLJDvb5SjFYp8N9X27CC9J1nOZwanVXQNmIYhC9PiqF7fj9JnsnyiN2SxD0i-u-sP04fg5jVy09~BGzvZ9jgpCgmit8zY1uV1-njhxORchYRAEzf7etbT0ExHvmBg7o4zSaR22s5L49NnsEDAVX~BVl~iRLvCwiYTFYg1br6Zwu3CHWJnFbZLd3qF9BzWrSpLHv~~BJ-b~CqmQ__&Key-Pair-Id=K3NV4LZ47N8M46)
### **Managing who can use Studio**
Studio access is an explicit list you curate under **Admin → User access**.
  - **Add a user:** search for the staff member by name and add them. They receive a **welcome email** with a link to Studio.
  - **Remove a user:** removing access takes effect on their next visit. Their projects are not deleted — they stay on file and remain visible to admins and to anyone the project was shared with.
  - **Existing users:** the first time this was switched on, everyone who already had a Studio project (as an owner or collaborator) was added automatically, so no one lost access.
### **Choosing a release strategy**
Before anyone can publish a finished plugin, you choose **how** publishing works, under **Admin → Plugin release strategy**. There are two options:
  - **Direct** — Studio installs each finished plugin straight onto a Canvas instance you configure.
  - **Gated** — Studio opens a **review request** in your team's code repository instead of installing, so a technical reviewer approves it before it goes anywhere.
**Until you choose one,** a project that reaches final review shows a notice asking the user to contact a Studio Admin instead of a Publish button. Pick the strategy that matches how your organization wants to ship software, then follow the matching setup section below.
### **Setting up Direct release**
When your strategy is **Direct** , add the Canvas instance(s) Studio may install to:
  1. In **Admin → Plugin release strategy** , with Direct selected, open **\+ Add target instance**.
  2. Give the target a **name** (for example, "production" or "uat"), its **subdomain** , and the Canvas **client ID** and **client secret** for that instance.
  3. Save. Repeat for each instance you want to publish to.
By default, only Studio Admins can publish to configured targets; to let specific non-admin users publish, see "Granting per-user deploy permissions" below.
### **Setting up Gated release**
When your strategy is **Gated** , you connect Studio to your team's repository. Studio supports both GitHub and GitLab.
**GitHub:**
  1. Install the **Canvas Studio GitHub App** on your organization, granting it access to the one repository you want plugins sent to.
  2. In **Admin → Plugin release strategy → Gated** , paste the installation id (the numeric id or the full GitHub URL works).
  3. Click **Verify**. Studio confirms it can find the install, that exactly one repository is connected, that it has the right permissions, and that it can push a test change. The destination repository is filled in for you.
**GitLab:**
  1. In **Admin → Plugin release strategy → Gated** , choose **GitLab**.
  2. Paste your **project URL** and a **Project Access Token** (with the `api` and `write_repository` scopes, and the Developer role or higher).
  3. Click **Verify**.
If a check fails, Studio shows the reason inline with a **Re-verify** button, and keeps your project URL and token so you can fix permissions and try again without re-entering everything. Once connected, the final-review action reads **Promote to _(your repo)_** and Studio opens a pull request (GitHub) or merge request (GitLab) for each promotion.
That request is a handoff, not an install. For what happens next — review, merge, and the install step your team owns — see [Gated release: from Promote to live in production](https://help.canvasmedical.com/articles/7597495196-studio-admin-guide-setting-up-gated-release).
**Keeping a GitLab connection healthy.** GitLab requires access tokens to expire. Studio shows a reminder pill in the toolbar (visible to admins) starting 30 days before expiry, and emails Studio Admins at 30, 14, 7, and 1 day before — so you have time to rotate the token before promotions stop working.
### **Granting per-user deploy permissions**
Under **Direct** release with more than one target, you decide who can publish where, under **Admin → User access** :
  - Each user's row has **Deploy targets** chips with an **\+ add target** picker — grant or revoke targets one at a time.
  - An empty list means that user can publish only to the active workspace instance (the default for newly added users).
  - Studio Admins automatically have access to every configured target.
Users then see one Publish button per target they're authorized for (for example, "Publish to production" and "Publish to uat"). A user with no authorized targets sees a panel telling them to contact a Studio Admin, with your contacts listed — no silent failures.
### **Setting practice baseline context**
You can give the build assistant durable, practice-wide background once so it doesn't have to be re-explained on every project — your strategy, care model, goals, naming conventions, and preferred tone/brand. This lives on the **Admin** panel.
  - **Upload files** with that context, or simply tell the overview chat something like "save this as our care model" and Studio files it for you.
  - Every project's build assistant automatically reads this context, so new plugins start aligned with how your organization works.
### **Providing instance instructions**
You can also give the assistant standing instructions that apply to **every** project at your organization — house style, naming conventions, things to prefer or avoid — under **Admin → Instance instructions**.
Because these instructions guide the assistant directly, **each submission is reviewed by Canvas before it goes live.** While a submission is in the queue you'll see a **Pending Canvas review** status, and any instructions already live keep working until the new version is approved. If a submission isn't approved, the reviewer's note appears in the panel so you can adjust and resubmit.
**Chat page size.** Studio Admins can also control how many events load at once in project conversations, under **Admin → Settings → Chat**. The default page size is 200 events, and Studio applies it only to project chats. On a fresh open, users see the most recent page first and can load older conversation history on demand.
## **Configuration & Set Up**
A quick recap of prerequisites and the order to do things in.
  - **Prerequisites:** Studio enabled for your Canvas instance; the **Studio Admin** role assigned to you in Canvas system admin.
  - **Who can make these changes:** Studio Admins (and the organization's root user). Regular users see none of these settings.
  - **Recommended order:**
    1. Add the users who need Studio (**User access**).
    2. Choose and set up a **release strategy** (Direct or Gated).
    3. For Direct with multiple targets, grant **per-user deploy permissions**.
    4. Optionally add **baseline context** and **instance instructions**.
  - **Verification:** you've set things up correctly when a user can reach final review and see a working Publish (Direct) or Promote (Gated) button — not a "contact a Studio Admin" notice.
## **FAQ & Troubleshooting**
Q: How do I make someone else a Studio Admin?
A: Have a Canvas administrator assign the "Studio Admin" role in Canvas system admin. Studio can't grant the admin role itself.
Q: A user says they can't see a Publish button.
A: Either no release strategy is configured yet (choose Direct or Gated), or — under Direct with multiple targets — that user hasn't been granted any deploy target. Add a target to their row under User access.
Q: I removed a user. What happens to their projects?
A: Their access ends on their next visit, but their projects are kept and stay visible to admins and to anyone they shared with.
Q: My Gated connection won't verify.
A: Studio lists exactly what failed (permissions, repository count, base branch, or the test push) with a Re-verify button, and keeps your URL and token. Fix the flagged item and re-verify in place.
Q: Why was my instance instruction submission not live immediately?
A: Instance instructions are reviewed by Canvas before they take effect. You'll see "Pending Canvas review" until it's approved; existing instructions keep working in the meantime.
Q: What's the difference between baseline context and instance instructions?
A: Baseline context is background the assistant  _reads_ (your goals, care model, tone). Instance instructions are standing  _rules_ it follows on every project — and because they steer the assistant, they go through Canvas review first.
## **Related Resources**
  - **Studio Quick Start Guide** — the build experience your users follow.
  - **Studio Reference Guide** — full detail on every screen and feature, including how Direct and Gated publishing look to users.
## **Keywords**
Keywords: Studio admin, user access, release strategy, direct release, gated release, deploy targets, baseline context, instance instructions, GitHub, GitLab Categories: Studio, Administration
----- END PAGE https://help.canvasmedical.com/articles/2234141107-studio-admin-guide


----- BEGIN PAGE https://help.canvasmedical.com/articles/2240101532-command-uncategorized-document-review
Data Integration serves as a centralized hub for managing patient-related documents, including scanned uploads, incoming faxes, and electronic labs. By categorizing documents as Administrative or Clinical, this system ensures efficient organization and accurate integration into patient charts. This guide provides detailed instructions for navigating Data Integration, uploading, linking, editing, and managing documents within Canvas Medical.
# User's Guide
This section outlines how to review and manage uncategorized reports within Canvas, whether you're working from the Schedule View or directly in a patient's chart.
## Reviewing Uncategorized Reports
Uncategorized documents can be reviewed from two areas in the application:
### From Schedule View
  1. Navigate to the **badge icons** on the top-right of the Schedule View.
  2. Click the **triple dot menu** to the right of the badges.
  3. Select **New Medical Documents**.
  4. A summary screen will appear showing all reports ready for review.
  5. Choose the desired report to open:
     - **Left Panel** : Uncategorized Document Review Command
     - **Right Panel** : Report preview
  6. Complete the following fields in the command:
     - **Patient Message** : Information for the patient (2048-character limit).
     - **Patient Communication** : Method of delivering the message.
     - **Internal Comment** : Staff-only notes (2048-character limit).
  7. Click **Sign** to finalize the review.
### From the Patient Chart
  1. Use the **search bar** in the Schedule View to locate and open the patient's chart.
  2. Click the **Medical Documents** icon located in the top-right panel.
  3. Select the card of the medical document you wish to review to expand it. Reports pending review will display a red badge in the upper-right corner of the card. The sorting logic for the cards is as follows:
     - Documents requiring review by the logged in user will be listed first
     - Documents that need review and are assigned to a team the logged-in user is part of will show second
     - All other documents not assigned to the logged in user or their team(s) will be sorted by descending occurrence date
  4. Click **Review** to open the review modal. This modal displays the PDF document for the medical document along with review fields.
     - **Heading** : Displays the name of the document being reviewed
     - **Patient message** : Information to relay to the patient
     - **Patient communication** : Method to share message with the patient
       - **Delegate call, can leave message** : The caller can leave a message if the patient does not answer
         - A task will be created for the team with the responsibility **Communicate Diagnostic Results to a Patient** to call the patient and share the provider's message.
       - **Delegate call, need patient to answer** : The caller must speak to the patient directly and cannot leave a message.
         - A task will be created for the team with the responsibility **Communicate Diagnostic Results to a Patient** to call the patient and share the provider's message.
       - **Already left message** : A message has already been left for the patient based on what the provider reviewed.
       - **Already reviewed with patient** : The patient has already been made aware of what the provider reviewed.
     - **Linked Items** : The PDF of the reviewed item will automatically link here. You can attach related components of the patient's chart for reference.
     - **Internal Comments** : Content is only displayed internally for staff visibility. It will not display on any documents shared externally.
  5. Click **Sign** to finalize the review process.
## Reviewing Internal Comments for the Uncategorized Document Review
Internal comments for the **Uncategorized Document Review** are only visible on the command itself. Follow these steps to be routed directly to the command.
  1. Navigate to the patient chart
  2. Click the **Uncategorized Records** icon in the patient panel
  3. On the card for the uncategorized document, click **Reviewed on [DATE] at [TIME]**
  4. A new tab will open that takes the user directly to the review command associated to the uncategorized document.
![2025-05-22_16-35-04.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1747946521171-2025-05-22_16-35-04.png?Expires=253370764800&Signature=IsXlnyKmM6bvTk~sZpX2g-~7t4JfNCCDz2u5MbLValjaiZT8Xg~E8CKGztj3P0-2ztad6fr2Dkn9Mp9N1i9c6wD1JOYUuRYdPv3OpSzim2u6beQ9m4hSjxCXT5wPWtuwv~03KOLFVplB-L~6gRwKlY5kcsEvx2cDSRNyxurojN1JygmwiRo0fkZZLoIuGua9Id7sZaf3zrcsXr4dQGErc~4eV-~ru3dvXjcWJmWiZB8f3SlpAUx9nvyNSnYuZqch-T4vYt77tkwLBc1WZWDEG4hFY3GLc7jaCDDp8gz2do2f1OjsrYwcpb2Mltf0eB4BLP2mZIebZKbVyAReSr6-ww__&Key-Pair-Id=K3NV4LZ47N8M46)
## Assigning Processed Uncategorized Clinical Document to a New User or Team
Results can be assigned to a team or individual after the document has been processed through Data Integration and linked to a patient
### Assigning Uncategorized Clinical Document to a Team
  1. Click the **Uncategorized Reports** icon in the patient or user panel to open the result cards
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749687854090-image.png?Expires=253370764800&Signature=fwaisthroB0Rem~M9xbRFsCcxt0-cCgzVqq96MgC9hewHFcoZz3NpfkXe69ebav9U~plIPyRGE1~Jz6GHW28pXkK~Lt7DFWLneliDB70ASdo4G1ZetxBA3rgJW0C6tnsUVhjTq~4Uf2Yqlv-UiBjmMD5L2lU19yt2qLUU9UhVrI~G4zvXCl8Pcg-6N6efJq2rHCUs92xYsZQhMtTlQORYSWydjt-~vTd~59f7rpLb1a0UyuCTEwPm762676k3FjhVrpxw7jKhjtX7Pdb5-efukPxND3tys8K1X5bC~pEJ5Ev9pt4QubVNyjxSvtU~cYEQTZyMedyStaZP1V6AVF5ZA__&Key-Pair-Id=K3NV4LZ47N8M46)
  2. Click the team link**** on the card to open the dropdown. It will either say **No Team Assigned** or state the name of the team currently assigned
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749688210804-image.png?Expires=253370764800&Signature=XqIZWRX3nnSjwuwXJXQaDY3LFnQdhTkLqdS2wVE-udCK6o0LBEtCA4mdxTKUesoa6AA-dt4qSbFbCjdhS53vJQaxPrWi9v5D6Pw7MwVzEP~6f0efztwBaBEjWF6-ylOm0hIt41GrL-zSnZ9ApaH03WZklqsLt-jz9dWkbpVp3LffwWntf9dCRh7hbloopcsNVq5YviEMpo7OVbZAjJQ17gwQclGTJm2jUIOPfH0nzPN2GP8uxfHW-VZ-3EXRwCaJTAXwcGgMgE1XJK5bj2mMyWE4qN15OdRQfnBUh-OqFtfGPj4dcCJvLS188CLJtEjhFFJwPjlcV3B613MZv3kZ7w__&Key-Pair-Id=K3NV4LZ47N8M46)
  3. Select the team name from the dropdown
  4. The document will show under the user's **Uncategorized Reports** in their panel
### Assigning Uncategorized Clinical Document to an Individual User
  1. Click the **Uncategorized Reports** icon on either the user or patient panels to open the document cards
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749688118672-image.png?Expires=253370764800&Signature=GAwrXRYH7r2KmNAP-kY4FHP~X7mBN09VA4tWVCeyAhFhNOftzxIXfWC8gIWA89JCbJrOYAjHhdSp3NeUE0Mb2NgSdeRrQbE3ip73yfG8~gtv~8NskWISDSRLKGLNeG19YCi0dA-PO9aPzNhBq7itTQgdZsofQxdWouuTBaipoAdDkRW-RV9aGmgMWQrNpEVXnwsasfKd2uUsb5Fu3y9Z847O4TSoDnwYbOvXJA7qV3qqykdOVGMHBTahI3PqtB0LaIalxtMCnT0I~x1DgoqmmdMxgj4AbQuCtwGxzb1aHo5ouvf3xisjBYcZOFUqqLHtUcI63c2b22aEAyuF9CPPog__&Key-Pair-Id=K3NV4LZ47N8M46)
  2. Click the name of the assigned user to open the dropdown
     - A user will be assigned since it is required to process in Data Integration
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749688345956-image.png?Expires=253370764800&Signature=KcZteLfls5MAP1-6o2K5x9qcmkyXuyKIIf0z6P6DWkIe~HTc1g3JPwCSG63UOVELtn02WXSXyby2f-Zh5rHZxfiPz~4u7-7sKeT~SWGjYPKjfDaJewxzaFEEtBkmQp1PFcTuFNAQJk5TRZxzN30b75ormQPSSihJsNJIuG9KQTCNQqQcy1-x8c3ZoM78vKOu3LsQO7YRxtbuFt1Go-wa8YE4JO30SOCd~5is9C94zWV7WASp0RfqTNtPFaGMcEd2udsnLYYUI8Q0LvRzYF-v63ysrEtOsbgd7Zsmlq79s0pd8KekV-vWLy8cFTXjSYhcv7d9JcgzAYqI0D3dXza6eg__&Key-Pair-Id=K3NV4LZ47N8M46)
  3. Select name of new assignee
  4. The uncategorized clinical document will show under the user's **Uncategorized Reports** in their panel
## Delegating an Uncategorized Document Review
Delegation lets the current reviewer hand an uncategorized clinical document's review off to another staff member or team — with optional instructions and consent to apply your signature — and route it back to its owner when finished. Every hand-off is recorded so you can see the document's full delegation history.
The Delegate button appears in the review modal only for an uncategorized clinical document that still needs review and is awaiting action. It sits next to the SIGN button. (It won't appear on already-reviewed documents or on other review types such as lab, imaging, or referral reviews.)
### To delegate a review
  1. Open the uncategorized document's review — from the Schedule view badge or from the patient chart's Medical Documents icon (see Reviewing Uncategorized Reports above).
  2. In the review modal, click Delegate.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1785293486469-Screenshot2026-07-28at10.50.41PM.png?Expires=253370764800&Signature=PG4lBIvEFs0vO0b~V~k-xBnSdYSOqZBH0PfXeMj4XbtTqpjRVkuTgyPxqafwxqxNx~MXCjMfidWAKt3GrsB7oSIHe~-oyolkk-1A4GClK5EqznmYiSb7GWCaUC17hW2uFn4vdx6J74-aVig8l3-yR7kj~dyROpa3~exkM6vEnd33L7y1kQ75eRkE4A7pAv-RCsNHXil404wrh0Xss4nLWAZpFLbCi5aNRDJ32LWM2WMmltS9DrOoG0tw0OhAB053KX~DXmTKPfn23OFgiWHLsXrUJy4ZqtIKAppvzJNK-GSjwxs84~-gW1eqKQrYkPMz3OHxXrEZ9275~eyEtzurQg__&Key-Pair-Id=K3NV4LZ47N8M46)
  3. In the Delegate document window, use Delegate to → Select staff or team to choose the recipient (an individual staff member or a team).
     1. (Optional) Under Instructions, add a note for the recipient (Add instructions for the recipient).
     2. (Optional) Check Allow the recipient to apply my signature to this document if the recipient may sign on your behalf. When they open the document in the editor, your signature becomes available to apply alongside their own, and it's stamped as your name with no "signed on behalf of" note. Leave it unchecked if they should complete or review the document but not sign for you. This consent covers only this delegation: it's cleared if the document is routed back to you or if its reviewer is changed directly.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1785293526654-Screenshot2026-07-28at10.52.01PM.png?Expires=253370764800&Signature=ZcpfVFzHXG1FvG3lmVY5NuPW4ZWeJV0DwSkrY7JS61J6O8kDOI0bWOVJolof3ie0OazJRVJRN77A15YMXvgoImXcNExLkChBRq4gdoC3i~~VTU5ZEgxyY4ttoMZavZEP8E3NYU0-oLwm-9yQNpTXoG-IFW-~Bs2ajJjkJou8NguuM70sN-oybJKOL-6ADhNemzSMzRIMuY4YeBSaB-emCLDNeSnQ3tedAMiieBNXzDeq8bedgKLoyNBVEdh~EeArHgofXYVBBefMC~3UVdn03RehI926OCxAmk0pPihzAyR8AXci8-hIRbrIQvToqP490rgx90dhA4PoN7Z~2ig4Vw__&Key-Pair-Id=K3NV4LZ47N8M46)
  4. Submit. The document moves into the recipient's review queue. 
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1785293626167-Screenshot2026-07-28at10.53.40PM.png?Expires=253370764800&Signature=hJ0h2Rr1JsOz3cHD6sbgpCfQz7FKQg5ZyJQOnXltfeyECNXA26WG4wQJEwDrx5-PxXjq00ZlMqG1pqIGi0cL~SCfqMTNx4Cl9tSfxqu2CZEmIJjjkT7oKAEDsYubGC4A6Adwk4NvNNuya45OjPIELs9iMEeWN~Fde4i59kBBKYrtoTjkHu1tT8jJFhcGwvqvHlLogBetAZCaqxlUfU7xV1sLlXE3TNJBFtXaxqWxTLNJBHIvoavETxQ8dWlIm2fhm3nA8-l7XYwYconTyavUy0H7FQYe3nv~7oyrFZvd4bHJtFkDwOWYmXE~AjOIgY7oolcjbLkVmhttI9EAvGTqwQ__&Key-Pair-Id=K3NV4LZ47N8M46)
### To route a delegated document back to its owner
  1. Open the review of a document that was delegated to you.
  2. Click Delegate, then use Route back to to return it to the original owner.
     1. (Optional) Add instructions, then submit. The document returns to the owner's queue.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1785293744243-Screenshot2026-07-28at10.55.33PM.png?Expires=253370764800&Signature=WQTk98Xa-uAkvMFjr31vppAcHVgv~pTQsq3XzVSdn7IhaixpS9ohvebHej2nQ2TvoKStc7eGl~V2jpo9VoSoQe65uO8Slsok2NWhLjI6EWIfCzSEvmWOEVHZdxRejDD4z~F2uiicZKyh2X-GMJcljF8BPyUlaa~lpyYpuWyDc1cF4sOu-mIUUwv40iwU3oo119yVT6ndYFGc4W5YLrKWFSUwxD1Ij8tf1pAxQUXhJImVS8EviFV6Uf9cGIw4xIX3~jKZ-ftFS5VJ6BiH8ToGHAgEAZ4YKUsMwH8ia~RzjpW95cRJmSrJmBwkPXgTZJNE41cSmp7DoKBSEZHiv7Gmgg__&Key-Pair-Id=K3NV4LZ47N8M46)
### To view a document's delegation history
You can open the delegation history two ways:
  - From the document card — click View details on the document card. This works in both the patient chart and the panel (worklist).
![Screenshot 2026-07-28 at 10.59.46 PM.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1785294086984-Screenshot2026-07-28at10.59.46PM.png?Expires=253370764800&Signature=tjA1ZFEwGk8lX4CaY9pYf9CisAtIyxEx-9~JTqR70--U83DyM-Zji0Hrl8aX0MjTYws7Wa0aN69X1Nz3jzAzKMqzqqqRxtZkWQtLGJmKEL~xe4Y0EgBYD1PGKG9TH9enLDDktYxQQ3Y7q6vHg3ZxZWF8hnXL0VYSHFKj7ubOFzurewFaeFjYrd1D~Wm-Lnv7~LbjTz4Ww479vs7coCLGJ4WGExE9zLYZoJNnSo2xruvDynVpL5ylNpfpm71NFKCdm2lqgjyseU9eHhn0pAv2X1GBXMIycj9MBcX31ivyow76ILGszB3xIUzMjYWGuao4vx0NglgyHMUhF833dQwkGQ__&Key-Pair-Id=K3NV4LZ47N8M46)
  - From the review modal — open the ⋮ (kebab) menu and select View delegation details.
![Screenshot 2026-07-28 at 10.57.06 PM.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1785294099891-Screenshot2026-07-28at10.57.06PM.png?Expires=253370764800&Signature=qw1bR7kWRLJRYzq3B1m0yfe7xlD4fhv-awc2R6x231Ke0X4EWWu6SBux3EQ9~O2TljT67fhrfYme9geOILt7ImcfgIgW0vY4dyJrcDkVH~953qW2jzAK7R3OmzFQXmsEJfzo5CTx5se7fNNVfS4yLyxVfNfUwwf00CNMh6S-jHEa4CGRIanoFpj5nvWkd~cQyDzAGvE3-CPTisiC06Z6QUe7z9KPzYqyTtenMZisXcHRcPlL9CtbPu4dcBRX82KTKbXDV-zre5nlIqnaNMBy3misUZbHhghmm5h70Qb4dADk4RT3XJm4Kk9ufTFLz2wouUkUSqMJBpSCNO4Ec4J0LQ__&Key-Pair-Id=K3NV4LZ47N8M46)
Either opens the Delegation details panel, which shows each hand-off in order — e.g., "Delegated by [name]" and "Returned by [name]" — or "No delegation history." if the document has never been delegated. 
![Screenshot 2026-07-28 at 10.57.50 PM.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1785293881074-Screenshot2026-07-28at10.57.50PM.png?Expires=253370764800&Signature=TdpvUHmNX5paqGiWkhMLoj5NTxXpP3Jn7aJLh5FZDFzJ2hKwQiiC7nkv0zCXAS-TpPeAWAt5E9JyZ3d5lmJoQdebNlcpf7B2W0DcJy2LRLgunXEexC78kOUkPt2GT1qzMcZaKbtAvm8yv~cVjiL4jJZsAF1SgAVheTNsK0d-OvPHeJehUXo8rH7HuGKQQ-Trdb0M-K~hqKpA121cWDxul~LXhbH0pl6G-rGY~UtN41rEO-AuAc2r6yyj5guoi9Uzb-9RRt1PATgpnU0Cp7KfU1MNQuOWVYe73DEBTMREr-FH45jebrqyxH~qaCJVEVfZMH~3WDwI6dJeF3Kxvvul7w__&Key-Pair-Id=K3NV4LZ47N8M46)
# Related Resources
• [**Processing Documents via Data Integration**](https://canvas-medical.help.usepylon.com/articles/7371085164-data-integration)  
Learn how to upload and assign clinical documents from the Canvas Data Integration system.
• [**Understanding Commands**](https://canvas-medical.help.usepylon.com/articles/4129367510-commands-introduction)  
Explanation of how commands influence workflows and documentation
* * *
**Keywords & Categories**
• **Keywords** : Uncategorized reports, document upload, Canvas Medical, Data Integration, patient chart, clinical documentation, chart review, review command  
• **Categories** : Clinical Documentation, Data Integration, Patient Records, Workflow Management
----- END PAGE https://help.canvasmedical.com/articles/2240101532-command-uncategorized-document-review


----- BEGIN PAGE https://help.canvasmedical.com/articles/2348566112-understanding-note-states-in-canvas
**Understanding Note States** helps you track your clinical documentation from start to finish. Think of note states as checkpoints that show where a note is in its journey—from the moment you start documenting to when it becomes a final, official record.
## What Are Note States?
Note states are status markers that track where your documentation is in the workflow. Every note you create moves through specific states that control:
  - Whether edits can still be made
  - When the system creates your PDF snapshot
  - What appears in the note footer and printouts
  - Whether a formal signature is required
### The Three Note States
State| **What It Means**  
---|---  
**Open**|  You're actively working on the note. Edits are allowed.  
**Locked**|  The note is finalized. No more edits unless you unlock.  
**Signed**|  Your formal provider signature has been recorded. No additional modifications possible unless the note is amended. Only applies to note types that require signatures.  
### How Notes Move Through States
Your notes follow one of two paths, depending on whether the note type requires a signature.
**Path 1: Notes that require a signature**
Open → Locked → Signed
When you click **Sign** , the note locks and records your signature in one step. The PDF is created at the moment you sign.
**Path 2: Notes that don't require a signature**
Open → Locked
When you click **Lock** , the note is finalized and the PDF is created. No signature is recorded.
**How do you know which path your note follows?** Look at the button at the bottom of your note. A **Sign** button means a signature is required. A **Lock** button means it isn't. Your administrators configure this for each note type.
## Locking vs. Signing: What's the Difference?
| **Locking**| **Signing**  
---|---|---  
**What it does**|  Prevents further edits| Prevents further edits AND records your formal signature  
**When it's used**|  Note types that don't need formal signatures| Note types that require provider signatures  
**Button you'll see**|  Lock| Sign  
**To make changes after**|  Click **Unlock**|  Click **Amend**  
**PDF section header**|  LOCK HISTORY| SIGNATURES  
Both actions finalize the note and generate a PDF—signing just adds the extra layer of a formal signature record.
## Modifying Note Content After Finalizing
Need to update a note after you've locked or signed it? You can.
  - **For signed notes:** Click **Amend** , make your changes, then click **Sign** again. Your amendment is tracked in the note history.
  - **For locked notes:** Click **Unlock** , make your changes, then click **Lock** again.
Every change is recorded with who made it and when, so you always have a complete audit trail.
**Ready to walk through the steps?** See [How to Sign Notes in Canvas] for detailed instructions on signing, amending, and viewing your signature history.
## Where Note History Lives
You can see what's happened with your note in two places:
**In the note footer** — Shows activity in your personal timezone, with the most recent event first. Each finalized version includes a **View PDF** link.
**In PDF printouts** — Shows activity in your instance timezone, listed chronologically (oldest first). Signed notes show a SIGNATURES section; locked notes show a LOCK HISTORY section.
## Who Can Sign or Lock Notes?
Your practice controls this through a system-level setting –
  - **If signature restriction is enabled:** Only the provider who created the note can sign, lock, amend, or unlock it.
  - **If signature restriction is disabled:** Multiple authorized team members can sign or lock the same note.
If you're unsure what applies to your practice, check with your administrator.
**Need to change these settings?** See [Configuring Note Signing Requirements] for administrator setup instructions.
### What Will Happen to Older Notes?
Notes created before the signature feature was implemented still work perfectly. They were automatically assigned appropriate states and their PDFs use the original template format. Your historical documentation stays accurate and unchanged.
# Frequently Asked Questions
**Why do some of my notes show "Sign" and others show "Lock"?**
It depends on how your note type is configured. Your administrators decide which note types require formal signatures. Canvas shows you the right button based on the note type—you don't have to remember which is which.
**Why does the note footer show different times than my PDF?**
The note footer uses your personal timezone since that's what makes sense when you're looking at it. PDF printouts use your instance timezone to keep all official records consistent across the organization. Same events, just formatted for different purposes.
**Can I see who made amendments and when?**
Yes. Everything is tracked. In your note footer, you'll see who amended the note and when. The PDF signature section shows the same information. Complete transparency for audit purposes.
**Does signing affect billing?**
Not directly, but some billable note types may be configured to require signatures as part of your documentation workflow. Check with your practice administrator about what's required for billing compliance.
* * *
**Keywords** : note states, signed notes, locked notes, note locking, note signing, clinical documentation, note workflow
**Category** : Clinical Documentation & Commands, Charting & Documentation, Clinical Configurations
----- END PAGE https://help.canvasmedical.com/articles/2348566112-understanding-note-states-in-canvas


----- BEGIN PAGE https://help.canvasmedical.com/articles/2395218732-facility-group-scheduling
Canvas understands the importance of accurate provider scheduling. Facility blocks help administrative staff understand when a provider is scheduled for facility-based work and when they are unavailable for direct patient appointments.
**Implementation note:** For new implementations, provider availability should be managed through the Provider Availability plugin rather than a Canvas-created Google Calendar setup. Some legacy organizations may still use Google Calendar-based facility blocks. If your organization is on a legacy setup, continue following your existing support guidance or contact Canvas Support before changing the workflow.
## FAQs
**Q: Will facility blocks only appear on specific practice location schedules?**
**A:** As there is no specific practice location associated with the facility block, this block appears across all locations that the provider is associated with.
**Q: What happens to a provider's schedule with facility blocks? Will patient appointments be scheduled over facility blocks?**
**A:** Facility blocks are taken into account when Canvas shows provider availability for scheduling appointments.
**Q: Will facility blocks automatically create appointments on all patients' charts associated with the facility?**
**A:** No. Facility blocks do not create appointments or visit notes within patient charts. Because multiple patients may be associated with one facility, Canvas lets users create a visit note when they see a patient. Facility blocks help users understand which patients should be seen during a facility visit through priority protocols.
**Q: If a provider is no longer able to go to a specific facility visit, what can they do?**
**A:** Update or remove the facility block in the organization's active provider availability workflow. For new implementations, use the Provider Availability plugin. For legacy Google Calendar-based implementations, update the appropriate provider administrative calendar so the Canvas schedule reflects the correct information.
## Tips & Tricks
  - Confirm whether the organization uses the Provider Availability plugin or a legacy Google Calendar-based workflow before making schedule changes.
  - For new implementations, manage facility-related provider blocks in the Provider Availability plugin.
  - For legacy Google Calendar-based workflows, the facility name in Canvas must exactly match the title of the calendar event.
  - For recurring facility visits, use the recurrence controls available in the organization's active availability workflow.
## Step by Step
### **Creating facility records**
#### **Add facilities within your administrative settings**
  - From the hamburger menu on the top left, select **Settings**.
  - Within the Practice heading, click **Facilities** , then click `ADD FACILITY +` in the top-right corner.
  - When adding a facility, fill in all required information and any other relevant information:
    - **Name (required)** \- name of facility.
    - Line1 (optional) - facility address line 1.
    - Line2 (optional) - facility address line 2.
    - **City (required)** \- city in which the facility is located.
    - District (optional) - district in which the facility is located.
    - **State code (required)** \- two-digit state code of the facility location.
    - **Postal code (required)** \- postal ZIP code of the facility location.
    - NPI number (optional) - NPI number of the facility.
    - Phone number (optional) - phone number of the facility.
    - **Active checkbox** \- check this so the facility appears on the patient chart and can be used for facility block scheduling.
#### **Add facility blocks to the provider schedule**
  - Open the organization's active provider availability workflow.
  - For new implementations, use the **Provider Availability** app in Canvas.
  - Select the appropriate provider.
  - Create the facility block for the date and time of the facility visit.
  - If applicable, configure whether the block repeats.
  - Save the block.
  - Navigate to the schedule view in Canvas and refresh your browser to confirm the facility block appears on the provider's schedule.
**Legacy Google Calendar note:** If the organization is still on a Google Calendar-based setup, add the facility event to the appropriate provider administrative calendar and title the event with the facility name exactly as it appears in Canvas.
#### **Associating patients to facilities**
Within the patient chart, navigate to the **Addresses** section.
  - Add a new address and select **Facility**.
  - Select the appropriate facility from the dropdown menu.
  - If the patient has a room number, enter it in the room number field.
  - Select **Physical and Postal** or **Only Physical**.
  - Select **Add** to confirm adding the facility to the patient chart.
  - Navigate back to the schedule view and the first date of the facility block.
  - Click the facility calendar block to see a link showing the number of patients associated with the facility.
  - Clicking the link directs users to the patient view with the corresponding facility selected as the filter. Users can see patient name, age, sex at birth, date of birth, care team, facility and room number, protocols, and last seen date and reason for visit.
Patients can be added to or removed from this facility list view by adding or removing the facility from the patient chart.
----- END PAGE https://help.canvasmedical.com/articles/2395218732-facility-group-scheduling


----- BEGIN PAGE https://help.canvasmedical.com/articles/2428914045-patients-module
## Introduction
The Patient Module is a top-level view in Canvas that displays all patients in a table format. This list can be filtered by care team, so that each care team member can easily access a list of all patients they are responsible for. It can also be filtered by name and facility (if relevant).
Each row is a patient and each column is a patient attribute (e.g. Care Team or Facility). The patient, facilities, and last seen columns can be selected to sort the list. The Patients and Campaigns Module enhancements will be replacing the Populations Module.
Please note that Patient Module does not support filtering by protocol, if you want to use protocols to support worklists the Populations Module will be necessary.
## Step By Step
### Navigating Patients Module
Use the triple line menu to navigate to the **Patients** module. Here you will be able to filter by:
  - Patient name
    - includes age, sex at birth, and DOB
  - Care team
    - displayed as Name (Role)
  - Facility name
You can alphabetically sort the following columns:
  - Patient
  - Facilities
  - Last Seen
    - Date reflects the date of the most recent visit note (excludes notes like Chart Review). 
Use the edit button in the Protocol Column to change which Protocols are displayed. 
Selecting any of the patient's identifiers to navigate to the patient's chart 
![mceclip0.png](https://canvas-medical.zendesk.com/guide-media/01GV6QVV7C2MCQZKBR44PAESYY)
----- END PAGE https://help.canvasmedical.com/articles/2428914045-patients-module


----- BEGIN PAGE https://help.canvasmedical.com/articles/2451966298-pdf-annotations-user-guide
## Introduction
PDF annotations allow users to interact directly with any uploaded document within Canvas, providing a seamless experience for document review and modification. This feature eliminates the need to download documents, make changes externally, and re-upload them, streamlining clinical workflows and improving efficiency. PDF annotations are essential for maintaining document integrity while enabling collaborative review, electronic signatures, and content modification directly within the Canvas platform.
## User's Guide
### Where to Access PDF Annotations
Users can annotate documents from three helpful locations:
  - **From Data Integration** \- Before a document is associated to a patient
  - **From clinical review panels** \- Each labs, images, specialty consult reports, and uncategorized clinical document reports panel
  - **From the patient chart** \- When clinical documents are being reviewed
### Getting Started with PDF Annotations
#### Cost Confirmation and Guardrails
Given that there is a pass-through cost associated with PDF annotation functionality, Canvas has implemented guardrails to ensure users understand the cost implications:
  - When selecting the **Annotate** button, a confirmation popup appears asking if you're sure about proceeding
  - If you cancel, you return to the previous view
  - If you confirm, a new version of the document appears with full annotation capabilities
  - This cost warning popup can be disabled if desired by administrators
#### Annotating from Data Integration
  1. Once a document is available in Data Integration with PDF annotation enabled, you'll see an **Annotate** button above the patient name field
  2. Click **Annotate document** and confirm the cost popup (if enabled)
  3. A new version of the document with annotation capabilities will appear
  4. You can annotate documents before or after linking to a patient and choosing the document type
  5. After making annotations, click the **Save** button in the top right corner
  6. Associate the annotated document with the corresponding patient
#### Document Packet Management
When working with multi-page document packets, you can:
  - **Select specific pages** using the checkbox at the top right corner of each page thumbnail
  - **Extract pages** to associate with different patients or document types
  - **Delete unnecessary pages** from a packet
  - **Annotate pages** as you select them for extraction
  - **Split packets** into multiple documents for different patients or document types
**Important** : For the last document association to a patient, there's no need to select pages as all remaining pages will be automatically associated.
#### Saving and Submission Options
If you make annotations but forget to save before associating the document to a patient, a popup will appear with three options:
  - **Cancel submission** \- Returns you to the annotation view
  - **Save annotations & Submit** \- Saves annotations and includes them in the patient's document
  - **Submit without saving** \- Associates the document without annotations
### Annotation Tools and Features
#### **Top Navigation Bar**
The annotation interface includes comprehensive tools:
  - **File operations** : Downloading, printing, and document settings
  - **Page setup** : Page setup settings and rotation
  - **Viewing controls** : Zooming capabilities, dragging, and cropping
  - **Review tools** : Document comments review and text search
  - **Save functionality** : Save annotations to document
#### Annotation Modes
**View Mode**
  - Allows viewing of full documents with no editing actions
**Annotate Mode**
  - Underline text, highlight text, insert boxes
  - Type in text with preferred font style and size
  - Strikeout text and freehand highlighting
  - Insert comment bubbles anywhere in the document
  - Add freehand underlining and notes
  - Erase any annotations added
**Shapes Mode**
  - Insert freehand shapes
  - Use predefined shapes from the feature library
**Insert Mode**
  - Add stamps, signatures, images, and callouts
  - **Signatures** : Create freehand signatures, type-based signatures, or upload preferred signatures
  - Automatic integration with stored signatures from Staff Admin page
**Edit Mode**
  - Crop documents into new versions
  - **Important** : Cropped selections become the new document version; original versions are not saved in edit mode
**Fill & Sign Mode**
  - Insert rubber stamps, text, signatures
  - Add checkboxes (cross, ticked, or dotted) and dates
**Forms Mode**
  - Create interactive form fields: signatures, checkboxes, radio buttons, list selections
  - Forms can be filled by users after being saved to patient profiles
  - **Important** : Download documents with "changes made" option to preserve form data
### Clinical Review Workflows
#### **From Action Center**
When selecting **New Labs** , **New Imaging** , **New Consult Reports** , or **New Uncategorized Reports** from the action center:
  1. Access the same annotation functionalities as Data Integration
  2. Confirm cost association via popup
  3. Complete annotations with full feature access
  4. Input associated command information seamlessly
  5. Sign commands to add annotated documents to patient timeline as Chart Reviews
#### From Patient Chart
When annotating clinical documents directly from patient charts:
  - Same functionalities and user experience as Data Integration
  - Command and annotated document added to patient timeline
  - **Cursor placement matters** :
    - Not on open note: Added as Chart Review
    - On open note: Command added within the note
### Document Management Features
#### **Signature Integration**
  - Stored signatures from Staff Admin pages automatically available
  - Multiple signature options: freehand, typed, or uploaded
  - Signatures recommended to be saved for quick future access
#### **Flexibility and Undo Options**
  - Most annotation actions allow color customization
  - Actions can be undone if needed before document saving
  - Annotations can be removed or edited prior to patient association
#### **Forwarding and Sharing**
  - **Forward by Fax** : Annotated documents can be forwarded with annotations intact
  - **Document sharing** : Print, attach to letters for faxing, link to tasks, or review
## Configuration & Set Up
### Enabling PDF Annotations
  - **Administrator requirement** : Contact Canvas support to configure PDF annotation functionality
  - **Cost consideration** : Pass-through cost associated with utilization
### User Permissions
  - **With permissions functionality** : Data Integration and Clinical Read/Write restrictions apply
  - **Without permissions functionality** : Annotations cannot be restricted by user roles
  - **Role-based access** : Determined by existing Canvas permission settings
### Signature Configuration
  - **Staff Admin setup** : Store signatures on Staff Admin page for automatic availability. See [Staff Profile](https://help.canvasmedical.com/articles/4283873790-add-a-new-staff-member) for more information
  - **Multiple options** : Support for various signature input methods
  - **Integration** : Seamless connection between stored signatures and annotation workflows
### Cost Management Settings
  - **Warning popups** : Can be enabled or disabled by administrators
  - **Per-utilization billing** : Cost calculated each time annotation feature is accessed
  - **Confirmation requirements** : Guardrails ensure user awareness of cost implications
## FAQ & Troubleshooting
**Q: Can my signature be stored for future use?**
A: Yes, if your Staff Admin page has a stored signature, it will automatically be available for PDF Annotation signing workflows. Users can utilize this stored signature image or enter a new signature if they desire.
**Q: Can I remove or edit an annotation after it has been added?**
A: Yes, for most annotation actions and prior to associating the annotated document to a patient, you can undo actions or erase parts of inserted annotations.
**Q: Does "Forward by Fax" within Data Integration include annotations?**
A: Yes, users can annotate a document within Data Integration and forward the saved document with the Forward by Fax functionality.
**Q: Are keyboard shortcuts supported?**
A: Yes, within the Apryse modal all Apryse native keyboard shortcuts are supported. View the full list at [Apryse Keyboard Shortcuts](https://docs.apryse.com/uwp/guides/faq/keyboard-shortcuts).
## **Related Resources**
  - [Creating and Managing Letters](/articles/8181146406)
  - [Faxing in Canvas](/articles/3320683943)
  - [Apryse Keyboard Shortcuts](https://docs.apryse.com/uwp/guides/faq/keyboard-shortcuts)
* * *
**Keywords:** PDF annotations, document annotation, electronic signatures, clinical document review, Data Integration, patient charts, document modification, Canvas workflows
**Categories:** Clinical Documentation, Data Integration, Document Management, Electronic Signatures
----- END PAGE https://help.canvasmedical.com/articles/2451966298-pdf-annotations-user-guide


----- BEGIN PAGE https://help.canvasmedical.com/articles/2532316084-note-search
The Note Search function allows you to easily locate different commands within the patient chart.
## FAQ
Q: Can I navigate directly to the note from the note search?
A: Note search is used to reference the data contained in previously committed commands, the date is displayed if the user prefers to review the note in the timeline.
## Step By Step
  - Begin in the desired patient's chart
  - Navigate to the filter panel
  - Click on the triple dot menu to expand
  - Select `Note search` to open note search on the right-hand side 
  - Click on the drop-down next to **Type**
  - Begin to type the name of the command into the drop-down 
  - Press Enter to make a selection when the desired command is highlighted
  - Review the list of command cards that populate, each card includes the following:
    - Type of note the command was used in
    - When the command was used
    - Who entered the command
    - Preview of the command
----- END PAGE https://help.canvasmedical.com/articles/2532316084-note-search


----- BEGIN PAGE https://help.canvasmedical.com/articles/2541599205-canvas-chat-and-bot
Canvas messaging facilitates seamless intra-office communication and task management, offering tools like direct messaging, patient and staff references, and announcements via Canvas Bot. This guide provides step-by-step instructions for using Canvas messaging features to streamline communication and enhance efficiency.
# User's Guide
## Using Canvas Chat
Canvas Chat is located at the bottom right of the screen throughout Canvas
  - **Access Canvas Chat** : Canvas Chat is located at the bottom right of the screen throughout Canvas.
  - **Open the Contact List** : Click on Canvas Chat to display the contact list.
  - **Select a Contact** : Click on a name to open a chat window.
    - The contact list is organized by the most recent messages sent or received.
    - Contacts include individual users and any teams the user is part of. Messaging a team sends the message to all team members.
  - **Send a Message** : Type the desired message in the press **Enter** to send
### Chat Functionality
  - **Direct References** :
    - Use `#` to reference a patient
    - Use `@` to reference a staff member
  - **Quick Access** :
    - Click on a referenced **patient name** in a message to open the patient's chart.
    - Click on a referenced **staff name** to open a direct chat window with that staff member.
  - **Status Indicators** :
    - A **green dot** next to a name in the contact list indicates that the person is currently logged into Canvas.
## Creating Announcements Using Canvas Bot
Announcements are made by sending a message to Canvas Bot using the following format:
  - **Create an announcement** : Begin the message with `/announce` followed by the announcement text. Press **Enter** to send the announcement. 
    - `/announce Lunch will arrive at 12PM. Pick up your order in the break room.`
  - **View Announcement** : The announcement will display in the **Canvas Bot** chat window for all staff members to view.
## Creating Tasks Using Canvas Bot
Tasks are created by the user sending a message to Canvas Bot using the following format:
  - **Initiate a Task** : Begin the message with `/task`.
  - **Assign the Task** : Use the `@` symbol to select the staff member or team to send the task 
  - **Define the Task** : Type the task title or details
    1. `/task @me follow up with #Joan Jones`
    2. `/task @Beau Gunderson scan documents for #Bob Smith by 3/6/2025`
  - **Send the Task** :
    - Press **Enter** to create and assign the task.
    - The task immediately appears in the assignee's **Task List**.
# Set Up & Configuration
## Disabling Canvas Chat
Canvas Chat is enabled by default for all instances. To disable Canvas Chat:
  - Navigate to **Constance: Config** under **Settings**.
  - Locate the **ENABLE_CANVAS_CHAT** setting under the **Messaging Configuration** heading.
  - Uncheck the **Value** box and save.
To re-enable Canvas Chat:
  - Follow the same steps and check the box for the **ENABLE_CANVAS_CHAT** setting.
![2025-04-04_14-05-46.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1743789964637-2025-04-04_14-05-46.png?Expires=253370764800&Signature=F3t2XzOmZBACi4tOeh5WeJUV4iZijCQqb34vgtaiZfnAgOgOaBevI9GLLq8BSmn1Ig0fXnM2PUuBg9JrqKc~NzJzEzRF-tgEqM2sUQui3xoUtLBRrTfH-hz8Np0f~HVMWBGj~wlbKZoTOxEamRjfeAtjqNhWKW4Wej8H6q8P4labAeCS-3L5rVK8TPHhjfoIxaY-b85XBbZUxDaT4A~qDs5Ol4UdUclE~ygM~XMD~hAr1otdqVGgr1tVC-xkYTqBUeYYGbyPw0nV6RXjNFkiUE-tTGB~3IDqcDVEpQqs9BaBfpt2T79hz6br6vsIqy-JZO0rc~YSpU48ZLisACZ7tw__&Key-Pair-Id=K3NV4LZ47N8M46)
# FAQ & Troubleshooting
**Q: Can Canvas Chat be disabled for my practice?**  
**A:** Yes, administrators can disable Canvas Chat by adjusting the ENABLE_CANVAS_CHAT setting under Constance: Config.
**Q: How can I create a task for myself using Canvas Bot?**  
**A:** Use `/task @me [task details]` to create a personal task that will appear in your Task List.
**Q: Can I reference patients and staff in messages?**  
**A:** Yes, use `#` to reference a patient and `@` to reference a staff member directly within a message.
## 
* * *
**Keywords & Metadata**
• **Keywords:** Canvas messaging, Canvas Chat, Canvas Bot, communication, task management, intra-office chat, direct messaging, patient reference, staff reference  
• **Categories:** Messaging, Communication Tools, Task Management
----- END PAGE https://help.canvasmedical.com/articles/2541599205-canvas-chat-and-bot


----- BEGIN PAGE https://help.canvasmedical.com/articles/2557057718-note-states
There are three categories of notes in Canvas:
  - Appointment requests which can be booked or canceled.
  - Appointment notes which can be checked-in, rescheduled, canceled or marked as no shows. 
  - Note Types (includes base note types and custom note types) which can be signed/locked, deleted, amended/unlocked, and can also be used to push charges. 
Billable notes are automatically associated to a claim that travels through the Canvas revenue queues. The header of any Canvas note has an indicator that displays the status of the note in real time. The footer of any Canvas note gives additional details including its location in the Canvas revenue queues and whether the note has been locked/unlocked or signed/amended. 
## Tips & Tricks
  - Changes made to the status of an appointment card within the Schedule view are not reflected in the note. _e.g. Marking an appointment as arrived does not automatically check in the note._
  - The note footer will display who made changes to the note as well as a timestamp in the logged in user's timezone. Of note: when printing the note timestamps are displayed in the installation timezone for that particular instance. 
  - The footer will display in which revenue queue the claim is currently located.
  - If utilizing your **readonly data base** , note state change events can be found in api_notestatechangeevent. Please refer to the following key for more details:
**Note State Change Event**| **UI change description**  
---|---  
NEW = 'NEW'| New note created  
PUSHED = 'PSH'| Billing charges pushed using the _Push Charges_ button  
LOCKED = 'LKD'| Note has been locked  
UNLOCKED = 'ULK'| Note has been unlocked  
DELETED = 'DLT'| Note has been deleted  
RESTORED = 'RST'| Note has been restored after deleting  
RECALLED = 'RCL'|   
UNDELETED = 'UND'|   
DISCHARGED = 'DSC'| Inpatient note has been discharged  
**Appointment note statuses**| **UI change description**  
---|---  
SCHEDULING = 'SCH'| Appointment is being scheduled but not booked  
BOOKED = 'BKD'| Appointment has been booked  
CONVERTED = 'CVD'| Appointment has been checked-in  
CANCELLED = 'CLD'| Appointment has been canceled  
NOSHOW = 'NSW'| Appointment has been marked as _no show_  
REVERTED = 'RVT'| Appointment note change has been revert from the note footer  
CONFIRM_IMPORT = 'CNF'| Data Import status has been confirmed  
### Note Header Statuses
The note header will display a gray check mark when the note content is saved. After changes are made, users will see a _"Saving..."_ message indicating that the content is currently being saved. When the saving event has completed a _"Saved"_ message will display followed by the gray check mark again indicating that the content is currently in saved status. If the indicator remains in the _"Saving..."_ state for an extended period, there may be a weak connection. If the note status is displayed as _"Offline"_ , then additional content added to the note may not save to the database. 
### Default Lock Functionality vs Note Restrictions
By default notes in Canvas use the `Lock` button to indicate when a note has been completed and the `Unlock` button to make edits to an already signed note. However, if your organization has Note Signature Restrictions enabled you will see a `Sign Note` or `Amend Note` button that can only be acted on by the rendering provider.
### Appointment Note
When a patient appointment is scheduled in Canvas an appointment note is created. Appointment notes start off in the appointments queue in Canvas, however, this is not displayed in the note footer until the status is changed for the first time. Status changes can be triggered using the following footer buttons:
  - `Check In`: Transitions appointment note to the specific note type that was scheduled also moves the associated claim from the **appointments queue** to the **clinicians queue**.
  - `Reschedule`: Reschedules an appointment within the same appointment note and keeps associated claim in the **appointments queue**.
  - `Cancel`: Cancel an appointment and removes the note from the timeline. This action cannot be undone by the user. The associated claim is moved to the **trash queue**.
  - `No show`: Indicates the patient did not show and drops a No-Show CPT code into the billing footer. The associated claim is moved to the clinicians queue.
An appointment note can be reverted after checking in or marking it as a no-show but the associated claim will remain in the clinician's queue.
### Checked-In notes
Checking in an appointment note converts it to the specific note type that was selected when the appointment was initially booked (i.e. office visit or home visit). While the note is being used for documentation it remains unsigned or unlocked in the clinician's queue. Claims linked to notes that originate from the _New Note Button,_ instead of an appointment note, start off in the clinician's revenue queue as well. Once the note has been signed or locked for the first time it moves to the coding queue.
The following footer buttons can change the status of a Note:
  - `Lock` or `Sign Note`: Indicates that clinical documentation is complete, adds the rendering providers signature, and pushes charges to the claim that were added to the billing footer.
  - `Push charges`: Pushes all charges to the claim that were added to the billing footer and moves the associated claim to the coding queue. Used if billing documentation is complete within the note and billing footer but clinical documentation is still pending.
  - `Delete`: Deletes the note.
If your organization has the `RESTRICT_SIGNING_NOTE_WITH_UNCOMMITTED_COMMANDS` enabled the locking or signing of a note will be disabled and the following warning will be displayed until all commands within the note are committed.
### Unlocking/Amending Notes
Amending or unlocking a note will leave it in its current revenue queue and allow users to edit or amend the note as needed.
### Deleting Notes
Notes can be deleted in Canvas with the button. Only notes that originated as an appointment note can be restored after deleting from the UI.
----- END PAGE https://help.canvasmedical.com/articles/2557057718-note-states


----- BEGIN PAGE https://help.canvasmedical.com/articles/2615916315-image-command
The Image Command is a critical tool for ordering imaging studies for patients within their chart. This feature streamlines the process of initiating, delegating, and managing imaging orders while ensuring accurate documentation and communication. This article provides an overview of its functionality, setup, and troubleshooting to enhance workflow efficiency.
# **User's Guide**
## Using the Image Command
  - Add the **Image** command into a blank line within the note. The red text are required fields.
    - **Image** : Enter the imaging test (e.g., CT abdomen). Test can be searched with CPT code or free text name of test
    - **Indications**
    - **Priority** :**** Setting the priority of the task (if delegated).
    - **Additional Order Details**
    - **Imaging Center**
    - **Internal Comment** : Will show in linked task if the command is delegated.
    - **Ordering Provider**
    - **Linked Items** : Attach any documents that should be reviewed in relation to the order
![2025-01-03_13-19-52.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1736201590643-2025-01-03_13-19-52.png?Expires=253370764800&Signature=GeWs6cFGcm9mF5aLYyh4pAExCPOsDCQH-EvgxIKargOXWbyVlixTpr~CPgZK~9NbDgDrwwDa9D73LJ~Xa3OmNDrTGcZVMKkRyiDypkVzYIS~8r6kOplxH897-g~N0NKLh8Q9552ChQwraOshnMmi47jkfuu5TxTpWP6pOLrZVvyVdx9bwP0QTRJPrFFgHN2QJR6iQH3mRv1nm5bheZrarUa4sbSz2heyRxddQ-IbwrixpD5srxwCqryOb-C~EYASQhyAKdCeHexcC6zZif7uT-J1zshbzuaWU60bIAVlMe-abOYnYKE9DH7p5IlANiXdYEQK0O7eLpJAOXy15CROlw__&Key-Pair-Id=K3NV4LZ47N8M46)
## Sending the Imaging Order
Selecting **DELEGATE** will pull a dropdown showing **DELEGATE** and **ORDER IMAGING**
![2025-01-06_17-04-52.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1736201503210-2025-01-06_17-04-52.png?Expires=253370764800&Signature=boDY5YDomx-gfOlN1YOfhOnSIe8~zcHQHK8PlEDAHa2AwEUn~CumpAJnLn-B73XHDvkBbFYSGr~YUhCfSj5b5SqRSQ61PLn7Z1PAic9ju1woNNELF2O1o41JX6CJGBcoGHasRB1Ei57a4Bwb4VKZlEndF6YVSTI0TkoQSNtGc17oTQh22gnGgCxVeuD8h0Grmt4FgCJCATpR2R0S2nOj8qfjONudJ~t81j0Fd2dxAYEGIsjAVQD1LLxGdaTbYuyIHLwk5xHITTJmvWQChXtCsNu7Hb6c2eL7X6pwbEiH0qVJIMFqYQQPL3vQ~P0HqH0eiSt9CCKeUslhPdHY8p33IA__&Key-Pair-Id=K3NV4LZ47N8M46)
  - **Delegate:** Selecting the **Delegate** option creates a task for the designated team to take further action on the imaging order. 
    - An orange **PENDING** badge will appear, indicating an active task. The button for this option will then update to display **Order Imaging.**
    - Once the associated task is complete, a green **COMPLETED** badge will display.
    - The command will remain editable until **Order Imaging** is clicked
![2025-01-06_17-07-39.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1736201434967-2025-01-06_17-07-39.png?Expires=253370764800&Signature=VCwJbERPHDG-OR~GFb36JECBNEYNqme6fBQH7NwkiLf5~B2OnQqMSKvxBlLgpv6tinXUMpPHf9KNCSYqLAegRpxGNjgq5MAY2TFC0l4VHQcyfyL4EVisxznC4pUgIfOZ3hvJ4G8N09NthgjiBOyYdZJtj2mF7ZbQx9no2BbOvraAAZTTtki0t2TIWExN~9GWNPqZl274BMKf-urTnRTLLI8kfq66IlmJ7llzzYnhXGqjzn7wixszTF6drX4DAOMqR7tmQBDVq3thZPuPq~tWtizFxBvek1bDcMo6KuMEo4Sc1E3FnWtXTukJUPcyVMsStN3MZySusEKSxG-MOwkG7Q__&Key-Pair-Id=K3NV4LZ47N8M46)
This badge IS NOT an indication of if the image order was sent or not. It indicates if the task has been complete or not.
  - **Order Imaging:** Commits the command to send and no further edits can be made. 
    - To send the order, click the triple dot menu on the command to access the multiple delivery options to suit various operational needs
      - **Print for Specialist** : Generates a printed copy of the imaging order for delivery to the imaging office.
      - **Print for Patient** : Produces a physical copy of the imaging order for the patient's personal reference.
      - **Fax** : Sends the imaging order electronically to the selected imaging center via fax. 
        - Fax information will populate automatically in the faxing modal if an imaging center is selected in the command.
![2025-01-06_17-12-41.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1736201748254-2025-01-06_17-12-41.png?Expires=253370764800&Signature=TKouhIhiZ4YzEIQn44xlOAWKZWH1e1P~ciN6OH93EeAxY7yFf9jyFtjtfbx1nWQVf~UvYqvNnP9M-fH9ejK2VRZffIMyQTJgCJ34hcB4x5-Aw1P2mkHGZ7dEiUJi0Drias1Db5zmDb6v8oFDIeJRdEW~pCBIXwIcUk0SCaSXUE8kIJoaIUTc8uY13MkWnPB1~GRPejfH0K6k9BxUXlvNfGXBve0NnxzQGnrtxF1rt3Xd69tbcj~XJ-wnkDCKs2TwCHnpSLl5FbXYIJ3XamOp4taOsf70Pf3UWHlcxq6nl3onm-To2LTBPdQud98ONQVGwhxfBXEACL2y6DE0qyM1cA__&Key-Pair-Id=K3NV4LZ47N8M46)
# FAQs
**Q: Why is the Imaging Center I'm looking for not listed in the command?**
A: If the desired imaging center does not appear in the dropdown menu or the saved directory, it can be added to the referral database. [Managing Referral Contacts](/articles/9919617000)
For cases where manual entry is preferred or necessary, the imaging center information can be added as free text. Use the **To** field to specify the imaging center's name and the **Fax number** field to include the appropriate fax number. This ensures that the imaging order can still be processed even if the center is not pre-registered in the system.
![2025-01-06_17-32-24.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1736202838244-2025-01-06_17-32-24.png?Expires=253370764800&Signature=H1NpQA6U5WbscR3le-44CSL-eog6yNAUzib73fR3Kc5g4Th9~Ela4Bx9yMrWlMuQJROzAvRV9hExHQfslXW1eSas1vXmIvRfFFhuXKVou4BKJoSbMdTyWL~GwkuQkRY~n2fjG3bSJxW16bwz3H7H7wf3o9~wWANj2EF-~RUlBtCbW4zSSARWVd6OYWJTBo6cwO4xvJSHajAfhF50PuGFAu8NctUkC7nRucXguJ6o4XngXuLNXlmYIzsXTMN5J2ooatKeBtIP225jzZ9h-DVVNQozswditOgzbAYlMvnQ3qqaZ1IAdT14j-wXCeYlTndqSQy8DCzLxtEdN0U0DBA~sA__&Key-Pair-Id=K3NV4LZ47N8M46)
# Resources
### [Image Command](https://www.loom.com/share/7938b2b6793a4340a53a7b16359b3545?sid=474e43f3-024b-4a1e-92b7-159ea57ef2e9)
----- END PAGE https://help.canvasmedical.com/articles/2615916315-image-command


----- BEGIN PAGE https://help.canvasmedical.com/articles/2642239613-note-signature-restrictions
The Clinical Signature Restrictions feature enhances security around note signing and modifications. 
When enabled, the feature provides:
  1. Renamed **Lock/Unlock** buttons to **Sign/Amend** for clarity.
  2. Restriction of **Sign/Amend** permissions to only the rendering provider associated with the note.
  3. Note printouts will display historical logs displayed in the note's signature section. Next to each command will be a timestamp of the last time the command was modified. Timestamps are displayed the installation timezone of that specific instance.
This article explains how to configure, utilize, and troubleshoot the Clinical Signature Restrictions feature.
# User's Guide
## **How to Use Clinical Signature Restrictions:**
**Signing a Note (Rendering Provider Only):**
  - Complete the documentation in the desired note.
  - Click the **Sign Note** button, which is enabled only for the rendering provider.
**Other Staff:**
  - Complete documentation and leave the note open for the rendering provider to review and sign.
  - Alternatively, change the note provider to yourself if appropriate and sign the note.
For users who are not the rendering provider, the **Sign Note** button is disabled. A warning message will display: "Only the provider of the note can sign."
**Amending a Note (Rendering Provider Only):**
  1. Locate the desired locked note.
  2. Click **Amend Note** to add or edit documentation.
## FAQ
**Q:** Can a note provider be changed?
**A:** A note provider can be changed with the triple dot in the note header for all note types besides chart review. 
## Step By Step
### Enable Restrictions
  - Begin in the Schedule
  - Locate and Select the triple line menu 
  - Locate and Select Settings
  - Locate and Select Config under the Constance heading
  - Locate `RESTRICT_NOTE_SIGNING_TO_PROVIDER` under the **Clinical Signature Restrictions** section
  - Check the box under the `Value` column to enable this setting
  - Select `Save`
  - Ensure a message stating "live settings have been updated successfully" is displayed  
When signature restrictions are enabled, notes display `Sign Note` or `Amend Note` instead of `Lock` or `Unlock`
### Signing a Note
`Sign Note` _and_`Amend Note` _buttons will only be enabled for the provider that is linked to that specific note. The provider's name, who can sign or amend the note, will be displayed in the header details._
#### Rendering Provider 
  - Complete documentation within the desired note
  - Select `Sign Note` button which should be enabled for the rendering provider only. 
#### Other staff
  - Complete documentation within the desired note
  - Leave the note open for the rendering provider to sign the note
or
  - Change the note provider to yourself in order to sign the note, if appropriate
For users who are not the provider of the note the sign button is disabled and a warning is displayed stating that only the provider of the note can sign.
### Amending a Note (Rendering Provider Only)
  - Locate desired locked note 
  - Select `Amend Note` to add or edit previous documentation
### Print view of documented changes 
Enabling the `RESTRICT_NOTE_SIGNING_TO_PROVIDER` setting will display the historical log of when the note was signed or amended at the bottom of the print out and if the latest version is signed or unsigned. It will also display the last modification and time stamp next to each command.
----- END PAGE https://help.canvasmedical.com/articles/2642239613-note-signature-restrictions


----- BEGIN PAGE https://help.canvasmedical.com/articles/2771006803-why-can-t-i-mark-a-task-as-done-or-closed-even-though-it-appears-in-my-task-list
You can only mark tasks as complete if you're individually assigned to them. Tasks that are assigned only to a team cannot be marked as done or closed until they're reassigned to you specifically.
Canvas requires individual accountability for task completion. When a task is assigned only to a team without an individual assignee, any team member can view it, add comments, and update details, but no one can mark it complete. This ensures clear ownership and prevents tasks from being marked done without proper individual responsibility.
To resolve this, you have two options:
  1. Ask the task creator or a team member with appropriate permissions to reassign the task to you individually
  2. If you have the necessary permissions, update the task yourself by clicking on it and adding yourself as the individual assignee while keeping the team assignment
Once you're individually assigned to the task, you'll be able to mark it as "Done" (for completed work) or "Closed" (for tasks that are no longer relevant). The task will then move out of active workflows while preserving the completion record in your task history.
## Frequently Asked Questions
**Q: How can I tell if a task is assigned to me individually or just to my team?**
A: Look at the Assignee column in your task list. If it shows your name, you're individually assigned. If it's blank but the Team column shows your team name, it's only assigned to the team. You can also click on the task to see the assignment details.
**Q: What happens to team visibility if I assign a team task to myself individually?**
A: The task remains visible to your team members, but it won't appear in their default "Me or my team unassigned" filter anymore since it now has an individual assignee. They can still see it by switching to the "Me or my teams" filter if they need to track its progress.
**Q: Can I reassign a task that was originally assigned to me to just the team instead?**
A: Yes, you can remove yourself as the individual assignee and leave it assigned only to the team. However, once you do this, neither you nor other team members will be able to mark it complete until someone is individually assigned again.
## Related Articles
  - Learn the complete task management workflow — **Task Management**
  - Understand team assignment strategies — **Teams**
  - Organize tasks with labels for better filtering — **Task & Claim Labels**
* * *
**Keywords:** task completion, task assignment, team tasks, individual assignment, task permissions, task status, Canvas Medical tasks
**Categories:** Workflow Management
**Roles:** All roles
----- END PAGE https://help.canvasmedical.com/articles/2771006803-why-can-t-i-mark-a-task-as-done-or-closed-even-though-it-appears-in-my-task-list


----- BEGIN PAGE https://help.canvasmedical.com/articles/2840851415-outstanding-referrals
An outstanding referral is a referral that has not been completed and populates in the Outstanding Referral Queue.
## Step by Step
  - Navigate to the Schedule View
  - Locate the badge icons on the top right 
  - Click on the triple dot menu
  - Select _Outstanding referrals_
** _TIP:_**_The badge icon shows the total number of outstanding referrals._
  - In the queue, the following is visible:
    - patient name
    - who they were referred to
    - indication for referral
    - requestor of referral 
    - notes
    - internal comment 
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1725904723613-Screenshot2024-09-09at1.58.18PM.png?Expires=253370764800&Signature=NEEKcqPtKgxLd0pKsr-l4GLtfncjn80zoPX4vfVnmFCj-U-qLVp4mrSzS5HF0fQ1S7aBqhaDAtpd5D5byGBLXGNwaIPFu3uDiXkTZWoOAvcCfM24pj549gxJgb-HCMOSHXBCeGqDRrWbhmt1bz7Y~CpnlgdRzj2BCnGsnTdgreXRzqhJqppZtlo9nctNEzpkL6okQaVTm~yO7R8J0gfl~wHVtidEt4PyYfpOoqFKi9LpQZgKW-GCB6DirYvJsz-bCn3hNjxOelg4-X7D~9IgLfWjkneKeTewcIJbbM0FNK1CO91h5vJqG2LyLwM833mobtdBWiUZM2kDJCbUfgfBRQ__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Click on the patient name to be navigated to the patient chart
  - Complete the referral
** _TIP:_**_Refer to the outbound referrals article to review how to prepare an outbound referral_
** _NOTE:_**_A referral will automatically be removed from the list when a specialist consult report is imported in Data Integration and linked to the associated referral order. You can also remove open referral manually by clicking_** _Ignore._**
# Resources
### [Outstanding Referrals](https://www.loom.com/share/0d06167970ee4c5093ee0df2c880926e?sid=150beea0-927e-421c-bc76-10d1673e088b)
----- END PAGE https://help.canvasmedical.com/articles/2840851415-outstanding-referrals


----- BEGIN PAGE https://help.canvasmedical.com/articles/2884413456-printing-a-chart-note
A printed note is frequently desired within the clinic. Canvas includes basic patient demographic and visit information along with all contents of the encounter note in a note print out. If `RESTRICT_NOTE_SIGNING_TO_PROVIDER` setting is enabled in config the print template is updated to reflect signature history at the bottom of the print template as well as last modified time stamps next to each command.
### Print a Note
  - Begin with the desired patient's chart open
  - Click on the triple dot located to the right of the note's header
  - Select **Print note**
  - A PDF of the chart's note will be generated. Review this note. 
  - Select **Print -**_You can adjust printer settings as desired._
### Print a Note (`RESTRICT_NOTE_SIGNING_TO_PROVIDER` enabled)
Enabling the `RESTRICT_NOTE_SIGNING_TO_PROVIDER` setting in Config will display the historical log of when the note was signed or amended at the bottom of the print out and if the latest version is signed or unsigned. It will also display the last modification and time stamp next to each command.
# Resources
### [Video: Print Chart Note](https://www.loom.com/share/bb1be1227717466b9e7581f5843f85ce?sid=8b10cc39-f51c-4952-86de-b73907e381ca)
----- END PAGE https://help.canvasmedical.com/articles/2884413456-printing-a-chart-note


----- BEGIN PAGE https://help.canvasmedical.com/articles/2892642076-appointment-reminders
Appointment reminders help ensure patients don't miss their scheduled visits by automatically sending notifications via text and email. This feature improves patient attendance rates and reduces no-shows by providing timely notifications for both regular and telehealth appointments. When properly configured, the system sends reminders at optimal times and includes all necessary information for patients to attend their appointments successfully.
# User's Guide
## Understanding Verified Contacts
When a patient is enrolled to receive emails and/or texts, they are considered a verified contact. Verified contacts are eligible to receive appointment reminders for both in person and Telehealth appointments.
A verified contact method can only be linked to one patient for appointment reminders. To share contacts between patients, verify the phone number for one patient and the email address for the other.
## Understanding Appointment Reminders 
**First Reminder**
  - The system sends a reminder a set number of days before the appointment (configurable in Practice: Organization settings)
  - For Non-Telehealth appointments, reminders are sent via text if text is verified, unless email is the only verified method
  - For Telehealth appointments, reminders are sent to both text and email if both contact methods are verified
  - Patients can confirm appointments directly from reminders but must call the office to cancel or reschedule
**Telehealth 45-Minute Reminder**
For telehealth appointments, an additional reminder is sent 45 minutes before the appointment, including:
  - A link to join the appointment
  - A link to download the Telehealth application, if applicable
## Resending Telehealth Instructions
If a patient needs telehealth instructions resent:
  1. Go to the telehealth appointment in the patient chart
  2. Click the triple dot in the heading of the appointment note
  3. Click **Resend Telehealth Instructions** from the dropdown
  4. Instructions will resend to the verified contact
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1753372890403-image.png?Expires=253370764800&Signature=ncaVEd2lwnqqwgzxbm9PNNgzSFQVuRdWT-RHbiopM8jxL7Z~~zTIq4JofkA0Jim2MIeDa5euoCXG3GC~H1dZ4kVQIYwl05mu5Ny8UR9o1vVf~G2vTp-qM0NS~Z9NJdBoyuoS4jke-x12geFEh1gSgSSJ5MLlK5GOdjTujY4heFh8ahej5KAZnO5o8Nftw-Ur4Rdt7~CYcSnwVoekLCDN4GgzHl6Ca2Rnje1obJVgFppq5dP9Ma3Mpht79m46upV-pkxwpxSwMC7Te2dh4D98V8dxwFGHolNbsFcPd7HzPJzdW9zITFxrfXAlIcfGRy9t4EE6p-xkPHMDzctjIyCSOw__&Key-Pair-Id=K3NV4LZ47N8M46)
# Configuration & Set Up
## Configuring Appointment Reminders
To configure the timing of reminders:
  1. Go to **Practice: Organizations** under **Settings**
  2. Click the organization's name to open the **Change Organization** form
  3. Under the Organization Settings section, click **Add another Organization setting**.
  4. Add the **Name** and **Value** for the setting. Ensure the format adheres to the guidelines below to enable the appointment reminders to start sending.
     - **Name** : `appointmentReminders`
     - **Value** : `{"daysAhead": X, "hourOfDay": X}`
       - **"daysAhead"** : Specify the number of days before the appointment to send the reminder.
       - **"hourOfDay"** : Indicate the hour of the day the reminder is sent, using a 24-hour format.
Reminders are sent based on the instance timezone. If the instance is in Pacific time and the hourOfDay is set to 10, the reminder will be sent at 10AM PT, regardless of the patient's timezone.
  5. Click **Save** once the setting is complete.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1753373044536-image.png?Expires=253370764800&Signature=gogHOqBImx2aIlo22pknZeNTUu60VLCaER9lRfzG3V9umoGFiNgVFiVclWFwkY5jysvMCRJmtT1TIQLqY0sCYG9eD6VTMTrblbTt81yp8qPA4Ad4Kj6dq2cwXsWUwwKaEvckFptfbT4hD5jp04v8fvzenxCYgSLMKUdSRgJKZqwO5W82dYC0atCUwMAgRGfUXZjskfxpj39Edu8MCxqcYAj2Z4xmaBN1Ii~yzmm16tbjAKWBhnxbaPKSy8AnPX6pMPzRQ12eiACC9kfSnJUZxu4rSdoUDV4s4URWSdEJtPgVPaLxqi0CPfFILgsZjHbskLGJ5O~l5jHBKQGkpqgBjw__&Key-Pair-Id=K3NV4LZ47N8M46)
## Customizing Appointment Reminders
Practices can add a custom message beneath the standard appointment reminder to provide additional instructions or information to patients. 
This setting is not applicable to telehealth appointment reminders.
The custom text will be replaced with: **You will receive detailed instructions approximately 45 minutes before your visit.**
To add a custom message:
  1. Go to **Settings**
  2. Select the **Practice: Organizations** setting
  3. Click the organization's name to open the Change Organization form
  4. Under the Organization Settings section, click **\+ Add another Organization setting**
  5. Set the Name field to **appointmentReminderCustomization**
  6. Enter your custom message in the Value field, enclosed in quotes (e.g., `"Please arrive 10 minutes early"`)
  7. Click **Save**
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1753373150110-image.png?Expires=253370764800&Signature=NG31kGG4LY5Y~sBQWyRmInqfZEfIXrEdWZjNP3HKS5yD7tsc3NcFPPBJqqJjJc9vWrKw-KW8biqqKWMGvdTX0tai6t~U6mwFz70VW-ddrAKlsLdAbP9tVGhNCDURzRfKDF8Oja6Q0QLqGpKqqg11PDTwfeHGwc05Ec4ximk419JFtnZUfaMD6jZmBuNqB-1nN-qRUVlgWLaB4a9WFJ07zO2FniXKAg2WvvYWoZeqUXMvVQ9ys6lqb25FTC6Ki966C1vf91WSA-lFOXmmZddYiF7EvO1G6BL1DJzNe7GzP2XrJlL-2SpfUzg-qSoUHI9xgKz5sMi9cJZddaRWXnCWdw__&Key-Pair-Id=K3NV4LZ47N8M46)
## Customizing the 45 Minute Telehealth Instruction Message
To modify the default Telehealth appointment instructions:
  1. Go to **Constance: Config** under **Settings**
  2. Locate the Communication settings
  3. Make necessary modifications to the telehealth instructions:
     - **TELEHEALTH_INSTRUCTIONS_SMS_MESSAGE_BODY** for text (SMS) reminders
     - **TELEHEALTH_INSTRUCTIONS_HTML_MESSAGE_BODY** for email reminders
  4. Click **Save**
Email instructions are required to be written in HTML. If you do not have a resource that can write in HTML, there are many free text to HTML converters available online.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1753373330887-image.png?Expires=253370764800&Signature=PFLrDPumkgZKWw50vGnZk0gvccrtnUXnmn6WvVPW2QHlbHojB1w0EpWJ7zJdSTBaIJBJsV~dfYSBwZ58486WLwBAsD7DUiz3uyKUxLx3Ul1male7pApkkSrL~OlSkff4tuStMzxgES13dMbE3VCASZXEGFJ958aDs7wVyNOWRBdH0manD3dwYJURlqGwqyW~Fr0el~lCJkln5XwSrLaERGxPQdF~0etc66VqQ6lsTxJjgw6mh0dK70ihwMIoUpUbX32Xe2IjTZnaVb6qf3xOztYyiB3jTETxjcJCecPx-JYQUXvW6Hw30FvYM9AfHdaDq8wGJlGG36OyWnz1Rp8X0Q__&Key-Pair-Id=K3NV4LZ47N8M46)
### Dynamic Keywords for Personalizing Telehealth Reminder Messages
Personalize reminder messages using dynamic keywords that automatically populate with appointment and practice details
  - **{practice_name}** : Name of the practice location
  - **{formatted_phone}** : Practice phone number
  - **{patient_first_name}** : Patient's first name
  - **{telehealth_link}** : Provider's personal meeting room link
  - **{start_time_only}** : Start time of the appointment
## Testing Appointment Reminders
### Testing Standard Appointment Reminders
To verify appointment reminders are working correctly:
  1. Go to a test patient's profile
  2. If it is not already, update the test patient's phone and/or email to the user's personal contact
  3. Schedule a test visit using the test patient at least one hour in the future but no greater than the defined reminder window.
  4. Appointment reminder should be sent to the user roughly 10 minutes after the appointment is scheduled.
     - A cron job runs every 10 minutes to check for newly scheduled visits with an unconfirmed [appointment status](https://canvas-medical.help.usepylon.com/articles/4617508394-managing-appointments#updating-appointment-status-33) within defined appointment reminder window.
  5. Review the message to confirm message came through as expected.
  6. Make any modifications, if needed
![2025-08-13_17-30-29.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1755121345994-2025-08-13_17-30-29.png?Expires=253370764800&Signature=rsyXD1GN-nC~EdsXLI1jG5Xjel1J-6aztPa8PXRZ9IPKzBoXL0d-wHA8hprB3M3VJuwSFPzaGWKKg70KZY~iVQknblm3KC825g5xUgmVyAUrXnUkiuEb5c6W7-ERuNpQlOcKpHAui0i12mcKk3GHmuYZuzmsi~juv39SeZT8eW25jQYka1nP8vybIrJxE7xmWSn8fD~XlCXopMugMonyoK6S-P~MHq~HeHkSmGH-5xpax0iW3JWCN1vTKdEwN36-5wbdKvkPSuYN1IqWJgPJd9WVndfd1o0DPepccQ4NksZEcK~r~4XDd19pxjD-ERE2b6otfmpXymchGP2oieR~Bg__&Key-Pair-Id=K3NV4LZ47N8M46)
### Testing 45 Minute Telehealth Instruction Message
  1. Go to a test patient's profile
  2. If it is not already, update the test patient's phone and/or email to the user's personal contact
  3. Schedule a test visit using the test patient at least one hour in the future but no greater than the defined reminder window.
  4. Wait until 45 minutes before the appointment to receive and review the message
  5. Make any modifications, if needed
**SMS Example**
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1753375118359-image.png?Expires=253370764800&Signature=F2fknRtEKlovgQzNuYFIiOov1gjp5obRYFwZNBiEn9O3itR6iHeC0KFO3NlmdCsP8cIOJ0m57JzKcoKf6~OHx-TpLRT4~zwhq-F2dDxKAnR4TLkOS2Oam2M79pJQsyTwRr9r6RMHM7ICWfqx2i4j-LRMWUT0s-2NA2o9JlCddYcPZADH6JbwveqqxiRJIRZvXQGpZGpnXQrjEEM8Ev5Ke-7T4m89YDwIu1tFiFk6kOQDD7liioa~eJGaUaQPhpOBQdGOTyTIoSc6Le8rYpdhmJxxfDBYpVAZYg4tLFPLI9CQsNSkRfW-ocrL~j9NtnmOn00nl398oIXr7kZfZCjFkg__&Key-Pair-Id=K3NV4LZ47N8M46)
**Email Example**
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1753375313595-image.png?Expires=253370764800&Signature=URJhofHpojCjmEvv8VsXdIJC3aqiBAdbSf2wOs--LCiCwJH6MyiCQnuVo1e2EFgdknp1DsxwXFZAr2DJb54JXe0EtWy2FT7vCDtbzBFkOGTmCA6Mq-oFEbCTRLlcIWIcZDjXv8ATkYPeDr1FbIBw-VdVAzacd6En3T75BSAuRSGHE1BSUYtIgVrnLliPMpaxaJqpM7~qxJPIgdIBhfNgXT4U15u1kUA7RFf9isO3w7fjtFqzvjWnLECD5hjiE-juBLV3us4Y-anMWqhqjqTpqDbERU-mUvsqDLs~OZ2ylGpIxct-0TW3PHS7lOm0WkD8b7gtPLUif8UAgESXPUjw3Q__&Key-Pair-Id=K3NV4LZ47N8M46)
# FAQ & Troubleshooting
**Q: Why didn't my patient receive an appointment reminder?**
**A:** Check that the patient has a verified contact method (email or phone number) and that the reminder settings are properly configured in **Practice: Organizations**.
**Q: Can patients reschedule appointments from the reminder message?**
**A:** Patients can confirm appointments directly from reminders but must call the office to cancel or reschedule.
**Q: What happens if a patient has both email and text verified for telehealth appointments?**
**A:** Telehealth reminders are sent via both text and email if both contact methods are verified.
**Q: How do I change when reminders are sent?**
**A:** Modify the `appointmentReminders` setting in **Practice: Organizations** using the `{"daysAhead": X, "hourOfDay": Y}` where X is days ahead and Y is the hour it will be sent in 24-hour format. Reminders are sent based on the instance timezone, not the patients' timezone.
## **Related Resources**
  - [Managing Patient Appointments](https://canvas-medical.help.usepylon.com/articles/4617508394-managing-appointments#updating-appointment-status-33)
  - [Patient Demographics](https://canvas-medical.help.usepylon.com/articles/8802451810-patient-demographics)
  - [Business Lines for Customized Communication](https://canvas-medical.help.usepylon.com/articles/1392971282-business-lines-customized-patient-communication)
* * *
**Keywords:** appointment reminders, telehealth notifications, patient communication, verified contacts, SMS reminders, email reminders, custom reminders
**Categories:** Patient Communication, Appointment Management, Telehealth
----- END PAGE https://help.canvasmedical.com/articles/2892642076-appointment-reminders


----- BEGIN PAGE https://help.canvasmedical.com/articles/3042359596-click-to-dial
Canvas allows you to easily dial a patient's phone number with just one click. The click to dial feature can be found next to the patient's name in the patient chart, registration view, claim's view, and from an appointment card in the Schedule View. 
### Click to Dial Settings
  - Click on the triple line menu in the Schedule view to open up Settings
  - Locate and select Config under the Constance section
  - Locate the Dialing Service setting
  - Enter the name of the phone number software e.g. Zoom in the DIALING_LABEL field
  - Enter the url that will be used to dial the phone number in the DIALING_URL_TEMPLATE field
    - The URL will vary depending on the service used. For example, for Zoom phone licenses the URL is zoomphonecall://{number} 
  - Select Save to update the settings
**NOTE** :_Selecting Reset to default will clear entries._
### Click to Dial in the Schedule View
  - Ensure the above steps have been completed
  - Navigate to the schedule create an appointment
  - Select a patient name
  - Locate and select the phone icon next to the patient name
  - Select **Dial number with ***** (Dialing Label will appear here)
    - Phone number link will open in a new tab and keep the current tab active
### Click to Dial in the Patient Chart/Registration Page/Claim's View
  - Ensure the above steps have been completed
  - Navigate to a patient's chart/Registration View/Claim's View
  - Locate and select the phone icon next to the patient name
  - Select **Dial number with ***** (Dialing Label will appear here)
    - Phone number link will open in a new tab and keep the current tab active
### Plugin Click to Dial
Click to dial can also be configured by a plugin. Dialing Service settings make the patient header's primary number clickable when both DIALING_LABEL and DIALING_URL_TEMPLATE are set. Those settings affect the patient header only.
A plugin can make phone numbers clickable in three chart areas: the patient's own numbers, patient contacts, and external care team. For each area, the plugin chooses whether a click opens the device's phone app or is handled by the plugin itself. Fax numbers are never clickable.
**Important:** A plugin that answers replaces the Dialing Service settings rather than adding to them. A responding plugin speaks for every area, including areas it does not configure. This means the patient header stops using DIALING_URL_TEMPLATE unless the plugin explicitly includes the patient area. If the patient header no longer dials through your softphone after installing such a plugin, check whether the plugin is responding without configuring the patient area.
Developers can review the [phone dial configuration reference docs](https://docs.canvasmedical.com/sdk/effect-phone-dial-configuration/).
----- END PAGE https://help.canvasmedical.com/articles/3042359596-click-to-dial


----- BEGIN PAGE https://help.canvasmedical.com/articles/3065191197-placing-a-lab-order
Health Gorilla integration allows Canvas Medical to connect with various laboratory vendors for seamless lab test ordering and result management. The Lab Order command electronically transmits lab orders to connected labs and allows for the printing of requisition forms as well as lab specimen labels. This article explains how to use the Lab Order command and configure lab tests from Health Gorilla-integrated vendors within Canvas settings.
# User's Guide
## Using the Lab Order Command
The Lab Order command provides electronic transmission of lab orders to connected labs and enables printing of requisition forms and specimen labels. This streamlined process eliminates manual paperwork and reduces ordering errors.
## Creating Lab Orders
To place a lab order in Canvas:
  1. In the patient's chart, add a **Lab Order** command within a new or existing note
  2. Select the appropriate lab vendor from the dropdown
  3. Complete all necessary fields for the command
     - **Tests** : Select all lab tests needed for the order
       - Any tests that require additional information such as the site of the collection will automatically generate any extra field(s).
       - Some labs may restrict which tests can be ordered together. See **Understanding Order Splitting** below.
     - **Ordering Provider** : Select ordering provider from the dropdown. Command will default the provider to the current user.
     - **Indications** : Select condition(s) for which the lab test is being ordered.
     - **Fasting Required?** : Toggle to indicate if fasting is required
     - **Comment** : Add any additional information as deemed necessary
  4. Commit the command by one of the following:
     - **Sign & Send**
       - When the lab is integrated with Health Gorilla, the button will default to **Sign & Send**
       - Committing via **Sign & Send** will send the order electronically to the lab
       - The patient must have a valid address for this button to populate
       - Clicking the dropdown on the button will allow the user to **Sign** which will commit the command, but it will not send.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1753256976711-image.png?Expires=253370764800&Signature=puY4rJFK3W~BipOdvwnPjirSEoIjR09JhmSFKOGjHFcAXZXxcbScSflx9uDVQdKGSp~ZzcpPc~fwTgEnNzXhDGopQGJ~aCetzHozO9FkysGzPe6szYa3-OCvrp4hCjWK~3aT~T5nAwWGT73UXQhDpJRmRiVqo1PuSRM7zFvLmu8Sp1umOvVTcYOCxtmcQWCoKzVFCugJSqYZwTFqhsjf7etwS9qgIo-lcav6xOI2a9HAEF0T4m5DMTQJjWG6tkWc~fEw4NBDibXMzebuXd9VShk9M5iwX3nm6RNFDn0H72-fm8xjZ0XjbfIGG~mSaP0GichP26s6Bv3xe0kDQZa9nw__&Key-Pair-Id=K3NV4LZ47N8M46)
If the order is being sent to a lab integrated with Health Gorilla (e.g., Quest, Labcorp) and the commit button only displays **Sign** , this indicates that there is missing or incorrect information in the patient profile, which is preventing the order from being sent. By clicking the dropdown arrow on the commit button, you will see a message explaining why the order cannot be sent. Once the issue is resolved, the button will update to **Sign & Send**.
![2025-12-05_18-36-27.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1764978913080-2025-12-05_18-36-27.png?Expires=253370764800&Signature=lNUcT7uTQhA-4zI36hCBY6gzyJ4l71V8lPd8mHLI-lbsE18oIlk1m0NilKgUKUxEf-SggliTMo1Bt5T0CTeZQZ39qnc8d1oGSq4W9xzhZ9N7VYxoeG-9kpR72-RMUjZu50iX6QlKq4QVZKcocrM5J~G~DinYAjgBdJsfd16Og-3I4DyE5eVNQ3kqqkpK2-jKbPDsztygeLJW19-rJCNbSD-xuB3KRt6ZIvXOnsmt~Yzbkx8Ow8lWPfoUwudJxroH8OZyYM5KjScGFO2LtPQc~oxq-I-AiuTgctt~9u~VwBCGDetF5EmE42hKFidtW80lJyeCZx-EyuSRqL3AYurMKA__&Key-Pair-Id=K3NV4LZ47N8M46)
     - **Sign**
       - If the lab selected is not integrated with Health Gorilla (Generic Labs), the commit button will default to **Sign** which will commit the command but will not send.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1753256879735-image.png?Expires=253370764800&Signature=AmWgpRfBvRtmD6ui2J1OVhREbNHhn2hcoQtTWfI4O609okxUt9tF7pCrl-uA4qQ4GEbRPsJhqJBzPwQjM6A8eZMPoTbbmY0ZYI0ng7GiyBUc45u1AtcVLqIiJTCx7I2uNTfFwjLr3BwPxp~fEyLE0uCwhfB7Ri4R6V8sLGLXjaTytOZxdt9Qs6QMLUsItK2kLSdcH9wtW83TPOdP7rBccWpVcuCMp4Js76RVHwY-unAocS~srwQ6ZmcPSc6MpyxA81ur-tKkUTVBQFI~r9mNl8qAhbORoH3MPGVRnqSXvj9vBXTOjp3BkmJ2wKwCckYqXin3IROhTYhyQXt2wYVMlg__&Key-Pair-Id=K3NV4LZ47N8M46)
## Lab Order Menu
Once the **Lab Order** command is committed, the triple dot menu of the command offers additional options
  - **Print Requisition Form** : Prints the lab order so the patients can have a copy to take to the lab, if needed.
  - **Print Specimen Label** : Used for in house lab labels
  - **Fax Requisition Form** : Send lab order to a lab the practice is not directly integrated with through Health Gorilla
    - In the fax modal window, add the lab name and fax number
      - Search the lab from the **Saved Directory** dropdown (lab needs to be saved to the [referral database](https://canvas-medical.help.usepylon.com/articles/9919617000-managing-referral-contacts))
      - Manually enter the fax number and recipient information.
    - Check **Include cover sheet** , if needed
    - Click **Next** to open the fax preview
    - Click **Send** to complete and send the order
## Understanding Order Splitting
Certain labs place limitations on which lab tests can be ordered together. Labcorp is the most notable example. In these cases, if you electronically order lab tests together that the lab does not allow to be placed together, you will receive an error.
**Labcorp Order Splitting Requirements:**
  - **Cytology** (Proc class = 'CY') - must be split to a separate requisition number
  - **Histology** (Proc class = 'HI') - must be split to a separate requisition number
  - **Microbiology** (Proc class in MI, MP, MQ, MZ, VI, VX) - must be split to separate requisitions grouped by the source. Micro tests can be ordered with other chemistry tests, but only micros with the same source can be ordered on a single requisition number
  - **AFP** (AOE Code = AFAFP, MSONLY, MSSNT, SERIN) - are split to a separate requisition number
## Managing Lab Order Errors
An error badge is displayed if any errors are encountered when sending electronic lab orders. Hovering over the error badge allows users to see more details regarding the error. When errors are encountered, users should make necessary corrections and recreate the lab order. The previous lab order should NOT be entered in error.
### Common Lab Order Errors
  - **Unable to send the lab order because the patient does not have an address** : The patient must have their address in their patient profile with a Use of Home and a Type of Postal or Both. If the patient's address is correct, check if another individual is listed as the subscriber on the patient's insurance coverage. To locate the subscriber's address, navigate to the patient's insurance/coverage section and access the subscriber's profile from there - the subscriber must also have a valid address listed. Note that if multiple profiles exist with the same name, ensure you're updating the correct subscriber profile linked to the patient's coverage.
  - **Payor [Payor's name] must have at least one address to be created on Health Gorilla** : Patient's coverage is missing an address. The payer's address and phone are required to send lab orders to Health Gorilla.
  - **Supplied Author is unknown** or **Code 422 error** : The provider is not registered on the practice's Health Gorilla account. [Contact Canvas Support](https://portal.usepylon.com/canvas-medical/forms/standard) for assistance.
  - **Electronic ordering is not possible due to a communication error talking to a third party infrastructure** : A temporary communication error with Health Gorilla. Wait a few minutes and send a new order.
  - **Order on hold, completion task has been sent to staff** : A task is assigned to the designated team for lab orders that have missing details. The lab order will NOT electronically send without a documented patient or payer insurance address.
  - **[Test Order #] cannot contain AOEs** : The lab updated their compendium with AOEs that Canvas was not expecting. [Contact Canvas Support](https://portal.usepylon.com/canvas-medical/forms/standard) to correct the lab test.
  - **Electronic ordering is not possible** : The subscriber of the patient's insurance does not have a valid address. The address will need to be added for the subscriber and the order will need to be resent.
  - **Patient coverages must be sequential** : This error occurs when there are multiple insurance coverages with overlapping issues—either the same order/rank number (e.g., multiple coverages listed as position 5) creating overlapping primary insurance coverages, or overlapping coverage periods with conflicting effective dates. To resolve:
    - Review the patient's coverages in their profile to identify overlaps
    - If coverages share the same rank/position number, click the six dots next to a coverage to reorder it and ensure each coverage has a unique sequential order number
    - If coverages have overlapping dates, adjust the coverage order by moving the primary coverage into the secondary position, then shift them back to the correct order to eliminate date conflicts
    - Remove any coverages that do not apply
    - After correcting the coverage sequence and setting the correct coverage as primary, resend the lab order
  - **The system attempted to send this order automatically, but failed with an error message: Unable to find the patient's insurance (PAYER NAME). Please ensure coverage address is accurate and formatted correctly** : There is an issue with the payer's address. If the address is a PO box, it should be `PO` box and not `P.O.` . The `.` will throw this error if included in the address.
# Configuration & Set Up
## Creating New Lab Tests
To configure lab tests integrated via Health Gorilla:
  1. Go to **Settings** and select **Lab Tests** under the **Health Gorilla** heading
  2. Select **\+ Add Lab Test** in the top right
  3. Complete Form Details:
     - **Lab** : Choose the lab where the order should be processed
(e.g. Quest, LabCorp, Generic Lab)
     - **Health Gorilla order code** : Search for the test on the lab's website (e.g. [Quest](https://testdirectory.questdiagnostics.com/test/home) or [LabCorp](https://www.labcorp.com/test-menu/search)) and enter the associated code
     - **Order name** : Name displayed in the **Tests** field of the **Lab Order** command
     - **Keywords** : Used to search for the test within the **Lab Order** command
       - Separate the keywords by comma
       - If left blank the field will auto-populate the order name and CPT code, if applicable
     - **CPT code** : CPT code associated to the test
       - If CPT is not added then NONE will be one of the keywords
     - **Charge description** : Fee associated to the CPT code. CPT code will drop to the billing footer if this field is completed.
       - Charge is based on the [fee schedule](https://canvas-medical.help.usepylon.com/articles/6307219926-fee-schedule)
  4. **Save Configuration** : Click **Save** to add the new lab test
Once added, the new lab test will be available for ordering in Canvas.
# FAQ & Troubleshooting
**Q: Does the lab order command include all tests from my selected lab vendor?**
A: Yes - if your selected lab vendor is connected for electronic ordering, the compendium for the lab will be updated once a week to ensure it stays up to date.
**Q: Do I need a specific label printer to print label specimens?**
A: We recommend the Dymo LabelWriter 450 for the easiest configuration.
**Q: What do I do if I do not have a specific lab vendor?**
A: Process the order using **Generic Lab** and use **Fax Requistion Form** in the command's triple dot menu to send to the lab.
**Q: I made a mistake, how do I remove this command?**
A: Commands can be entered in error, but not deleted. Please review the Entering a Command in Error document for directions.
**Q: What do I do if I need to send to a lab I do not have a Health Gorilla account with?**
A: Order using Generic lab. You can either print the lab requisition for the patient to take to the lab, or click fax to send to the lab either using our directory or manually.
**Q: What happens if I don't enter a CPT code?**
A: If no CPT is entered, then NONE will be one of the keywords used for searching the test.
**Q: Can certain lab tests not be ordered together?**
A: Yes, certain labs like Labcorp place restrictions on which tests can be ordered together. The system will return an error if incompatible tests are ordered together, requiring them to be split into separate orders.
## Related Resources
  - [Video: Lab Order Command](https://www.loom.com/share/98b2940d89ee47ea95209ace639003f0?sid=62837bcd-faa7-4714-9a27-3d3ce8176277)
  - [Health Gorilla Integration for Lab Ordering](https://canvas-medical.help.usepylon.com/articles/6041713155-how-to-order-labs-and-integrate-with-lab-vendors-in-canvas)
  - [Processing Lab Reports and Reviewing Lab Results](https://canvas-medical.help.usepylon.com/articles/1652834476-processing-lab-reports)
  - [Provider Enrollment for Prescribing and Lab Ordering](https://canvas-medical.help.usepylon.com/articles/6084226953-prescriber-enrollment)
  - [Ordering in Health Gorilla](https://canvas-medical.help.usepylon.com/articles/9512475619-labs-ordering-in-health-gorilla)
* * *
**Keywords:** Health Gorilla, lab vendors, laboratory integration, CPT codes, lab orders, billing, requisition forms, specimen labels, order splitting, generic lab, lab errors
**Categories:** Commands, Laboratory, Integrations, Health Gorilla
**Roles** : Clinical
----- END PAGE https://help.canvasmedical.com/articles/3065191197-placing-a-lab-order


----- BEGIN PAGE https://help.canvasmedical.com/articles/3069343680-how-do-i-resolve-patient-coverages-must-be-sequential-lab-order-errors
Fix coverage sequencing issues by removing duplicate coverages and ensuring your patient's insurance coverages are properly ordered without gaps. This error prevents lab orders from being submitted when coverages overlap or aren't arranged in the correct primary, secondary, tertiary sequence.
> **Good to know** — Duplicate coverages can be "hidden" behind other coverages in the interface. Moving a coverage to a different position will reveal any hidden duplicates that need to be removed.
  1. Navigate to the patient's profile
  2. Click the six dots next to the primary coverage
  3. Drag the primary coverage to another position (secondary or tertiary)
  4. Look for any duplicate or incorrect coverages that are now visible
  5. If you find duplicates, click the three dots next to the incorrect coverage and select **Remove** to delete it
  6. Ensure coverages are in sequential order without gaps (primary, then secondary, then tertiary)
  7. Drag coverages to the appropriate positions if needed
  8. Resubmit the lab order
Once the duplicates are removed and coverages are properly sequenced, your lab order will process without errors.
## Frequently Asked Questions
**Q: What causes the "Patient coverages must be sequential" error?**
A: This error occurs when there are overlapping or duplicate insurance coverages, or when coverages are not properly ordered (for example, having a primary and tertiary coverage but no secondary coverage).
**Q: Why don't I see duplicate coverages in the patient profile?**
A: Duplicate coverages can be "hidden" behind other coverages in the interface. Moving a coverage to a different position will reveal any hidden duplicates that need to be removed.
**Q: Can I prevent this error from happening?**
A: Canvas has implemented fixes to prevent new duplicate coverages from being created, but some older duplicates may still exist and need to be manually resolved using the steps above.
## Related Articles
  - Managing Patient Insurance Information
  - Submitting Lab Orders
  - Troubleshooting Lab Order Errors
* * *
**Keywords:** lab order error, patient coverages sequential, insurance coverage, duplicate coverage, lab submission, coverage ordering, sequential ranks
**Categories:** Lab Orders
**Roles:** All roles
----- END PAGE https://help.canvasmedical.com/articles/3069343680-how-do-i-resolve-patient-coverages-must-be-sequential-lab-order-errors


----- BEGIN PAGE https://help.canvasmedical.com/articles/3097826946-campaigns-populations-patients
Canvas offers three powerful modules—**Campaigns** , **Populations** , and **Patients** —to streamline patient outreach, protocol management, and care coordination. These modules allow users to manage targeted campaigns, explore patient populations, and view individual patient details. Each module complements the others to enhance workflows and optimize healthcare delivery.
# **Campaigns Module**
The Campaigns module enables users to manage patient outreach campaigns for specific protocols, such as Annual Wellness Exams. It allows for tracking campaign progress, viewing patient-level data, and initiating new outreach efforts.
## **Starting a Campaign**
  - From the triple line menu, select **Campaigns**
  - Click the **Start Campaign** button
  - Select a protocol from the dropdown menu
  - Complete the campaign details:
    - Description (optional)
    - Outreach message template (or create/edit templates in settings)
    - Number of patients in the cohort
  - Choose a send option:
    - **Send Now**
    - **Send Later** :
      - Default: 9 AM the next day
      - **Custom** : Set a specific date and time
## **Managing Campaigns**
  - Locate and select a campaign card in the **Campaigns** menu
  - Click **Manage Campaign** to view:
    - Protocol name, description, and status bar
    - Current and new intervention tabs
  - Use available actions:
    - View/edit outreach messages or progress
    - Start a new intervention (follow steps above)
    - Close the campaign
## **Viewing Closed Campaigns**
  - Enable the **Show Closed Campaigns** link in the Campaigns menu.
  - View closed campaigns as cards with details like start date and completion status.
![2024-12-30_13-26-04.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1735583385891-2024-12-30_13-26-04.png?Expires=253370764800&Signature=RQBgphPw3YMlRv-dlbZtVIKN3gcVHwygEvJ319QtIXxdRSRJlJ3OzQfplGd6HDeUAGVlblvFcRm8~UHktsI1UvgjeLUkTelFSZFGC60chUDzzgGpfGdiWsuV7BArNmkDwcpFoFF2QupMeY3dKs3YJrvQqdLQtYJkaDEzU7TyqzdCZrCOljT8qrlszK4mdYlIvxp9WiK3RN1qLGipjq6TTBXwJxl-wheAStVVaCVZqstUiwRXTQTxZHz2G0N7ujDRlIhlZeHu~47aoeK5QCLsUWpSKF1Ne1nrAuwfd1ippeVbQVTsYW4VDcKU4bGKLSoFeEy4-13AVqp1ETawkwnOJQ__&Key-Pair-Id=K3NV4LZ47N8M46)
# **Populations Module**
The Populations module provides insights into patient groups based on protocols, enabling users to manage and monitor healthcare delivery across specific populations.
## **Accessing the Populations Module**
  - From the triple line menu and select **Populations**
    - The left-hand menu allows populations to be searched or they can be selected directly from the menu. The count and percentage of patients that have satisfied the protocol will also be displayed.
![2024-12-30_13-36-03.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1735583770035-2024-12-30_13-36-03.png?Expires=253370764800&Signature=dligeSG43Dv~bMJSklf1eBRUE2J57HUerhbpE1g7bOpFeEztS3Q2xpF84LNR9UWAeDKn2RP-eUw0-N25kO8iWG6nnlHXF4z0njIFKTqit-E2jqxOpcJSc9pzG5T~FStslLeRJCJwyZ6LxXFxNNm8BhWSxj40TYDCJjzdYeKU3ZReBPotX7eEWsNY3oxh4PWVri9PzwyJrwjX-hIw8dWDF9uBXX1jVeuZrtyIZWKc2fLJIVamdOZ85FDrirK43DB8UAN-aXH-~z2~6lRdFMHk0IIIseao4SXChx7wwOXfZX5~PgW-k0lvnCK6XKhsfYdsO1-nEjOSgGhVtg0EgfWdtQ__&Key-Pair-Id=K3NV4LZ47N8M46)
## **Using Populations for Protocol Management**
  - Click on a protocol to view:
    - Number of patients due
    - Protocol description and related details.
    - Patient list including:
      - Name, age, sex at birth, phone number (linked to chart)
      - Care Team, Date last seen and next visit.
  - Use the **Start Campaign** button to initiate an outreach campaign for the protocol.
# **Patients Module**
The Patients module offers a comprehensive, sortable list of all patients, filtered by care team, facility, or name.
## **Accessing the Patients Module**
  - From the triple line menu, select **Patients**
## **Viewing and Filtering Patients**
  - Filter the patient list by:
    - Name (includes age, sex at birth, DOB)
    - Care team (displayed as Name and Role)
    - Facility (if applicable)
    - Protocol
      - Click the **Edit** ✏ icon in the table heading next to "Protocols" to begin editing.
      - Select up to 6 protocols from the dropdown menus.
      - Use the **6-dot handle** to rearrange the order of the protocols as needed.
      - Remove any protocol by clicking the **Trashcan** 🗑 icon next to it.
      - Click **Done** to save the updated protocol setup.
The patient list will automatically filter based on the selected protocols. Hover over the **status dots** to see the protocol details:
      - 🔴 **Red** : Protocol is due.
      - 🟢 **Green** : Protocol is satisfied.
      - ⚪ **White** : Protocol is not applicable.
  - Sort columns alphabetically for:
    - Patient name
    - Facilities
    - Last seen (date reflects most recent visit note)
## **Navigating to Patient Charts**
  - Click on any patient identifier to open the patient's chart for additional details.
# **FAQ**
**Q: Can all three modules—Campaigns, Populations, and Patients—be used simultaneously?**  
A: Yes, all three modules are available and can be used in tandem to enhance workflow and patient management.
**Q: How can specific populations be filtered?**  
A: Use the search bar in the Populations module to find specific protocols or patient groups.
**Q: Why is filtering by protocol unavailable in the Patients module?**  
A: Filtering by protocol is a feature exclusive to the Populations module. Use Populations for protocol-based worklists.
**Keywords & Metadata**
  - **Keywords** : Campaigns module, Populations module, Patients module, protocol management, patient outreach, Canvas Medical, healthcare workflows, population management, patient campaigns, care coordination
  - **Categories** : Patient Management, Population Management, Campaign Management, Healthcare Administration, Workflow Optimization
----- END PAGE https://help.canvasmedical.com/articles/3097826946-campaigns-populations-patients


----- BEGIN PAGE https://help.canvasmedical.com/articles/3191674897-personatrust-identity-proofing
# PersonaTrust Identity Proofing
## Why You Need Identity Proofing
Before providers can prescribe medications electronically through Canvas, they must complete PersonaTrust identity proofing. This process confirms the provider's identity and satisfies federal requirements for electronic prescribing.
Federal law requires identity verification before providers can prescribe electronically, and Surescripts requires it for ePrescribing enrollment. PersonaTrust handles this verification through a brief application and phone call.
**Who needs to complete this:**
  - All providers enrolling for ePrescribing (non-controlled medications)
  - All providers enrolling for EPCS (controlled substances)
  - Both new providers and providers transferring from another EMR
## How the Process Works
The identity proofing process has two parts: a written application and a brief verification phone call.
### Step 1: Book a Time Slot
  1. Go to the [PersonaTrust booking page](https://booknow.appointment-plus.com/6z6g5bgq/)
  2. Click **Book Appointment**.
  3. Complete the booking form:
     - **Location:** PersonaTrust (this is the default)
     - **Service:** Canvas Medical Supervised Remote In-Person Identity Proofing
     - **Date & Time:** Select an available time slot
     - **Your Information:** Enter your contact details
  4. Click **Finalize Appointment**.
  5. You will receive a confirmation email with your appointment details.
**Important:** The time slot you are booking is **not** a live video or phone call. It is the time when the identity proofing application will be emailed to you. See Step 2.
**Note:** Availability is displayed in Pacific time regardless of your timezone.
### Step 2: Receive and Complete the Application
At your scheduled time, you will receive an email from `@ayininternationalinc.com` containing the identity proofing application.
  1. Open the application.
  2. Complete the application.
  3. Sign and date it.
  4. Send the completed application back as instructed in the email.
**Important:** If you do not complete and return the application, PersonaTrust will not proceed with the verification call. You will receive a follow-up email to rebook.
### Step 3: Verification Phone Call
After you submit your completed application, PersonaTrust will call you to collect identity-credential information over a brief verification call. The estimated wait time to receive a call is approximately 5 minutes after they receive your completed application.
Have the following ready for the call:
  - A government-issued photo ID
  - Your NPI number
During the call, PersonaTrust will verify your identity credentials and complete the proofing process.
### Step 4: Receive Your Certificate
After verification is complete, PersonaTrust generates an identity proofing certificate and emails it to you. Save the PDF and share it with your practice administrator, who needs it to submit the enrollment request.
**Note:** Signing-certificate documents are currently accessible for 48 hours. Download and save your certificate promptly.
## Summary of the Process
Step| What Happens  
---|---  
1\. Book an appointment| Schedule when you will receive the application (not a live call)  
2\. Receive application| Application is emailed to you at the scheduled time  
3\. Complete and return| Fill out the application, sign, date, and send back  
4\. Verification call| PersonaTrust calls you (~5 min after receiving your application)  
5\. Certificate issued| Certificate emailed to you — save and forward to your administrator  
## After Identity Proofing
Your practice administrator submits the enrollment request through Canvas using your certificate and provides updates on next steps. Depending on enrollment type, you may need to complete additional steps for ePrescribing, EPCS, or lab ordering.
## Frequently Asked Questions
**Q: Is the appointment a live video or phone call?**  
A: No. The appointment time is when PersonaTrust will email you the identity proofing application. The phone call happens after you complete and return the application.
**Q: Who schedules the PersonaTrust appointment?**  
A: Providers schedule their own appointments through the PersonaTrust booking page after their practice administrator notifies them.
**Q: What if I need to reschedule?**  
A: Use the link in your confirmation email to reschedule.
**Q: Why didn't PersonaTrust call me?**  
A: PersonaTrust calls after they receive your completed application. If you haven't completed and returned the application, they will not call. Complete your application and send it back, and expect a call within approximately 5 minutes.
**Q: How long do I have to download my certificate?**  
A: Signing-certificate documents are currently accessible for 48 hours. Download and save your certificate as soon as you receive it.
**Q: Do I need to complete this process again for controlled substance prescribing?**  
A: No. This is a one-time identity proofing for Surescripts. However, EPCS enrollment requires a separate identity proofing step through DrFirst and Experian — your administrator will guide you through that.
**Q: When can I start prescribing?**  
A: Your practice administrator will notify you when enrollment is complete and you're ready to begin.
----- END PAGE https://help.canvasmedical.com/articles/3191674897-personatrust-identity-proofing


----- BEGIN PAGE https://help.canvasmedical.com/articles/3235979839-how-to-create-a-printed-cpap-prescription-for-patients
Follow these steps to create a comprehensive Durable Medical Equipment (DME) prescription:
  1. Navigate to the patient's chart
  2. Select **Letter** from the available New Note dropdown
  3. Include required information in the message body of the letter. 
For Example: Equipment name (e.g., "CPAP machine with humidifier") - Quantity needed - Pressure settings or clinical instructions - Diagnosis with ICD-10 codes (e.g., Obstructive Sleep Apnea) - Your business name and NPI number - Relevant patient and insurance details
  4. Fax and/or Print the letter for the patient to take to their chosen DME supplier
**Result:** The patient will have a complete prescription document they can present to any DME supplier to obtain their DME equipment.
### Creating a Template for Future Orders
For providers who frequently order DMEs:
  1. Create a Letter template with standard DME prescription information
  2. Include placeholders for patient-specific details (pressure settings, diagnosis codes)
  3. Save the template for streamlined future requests
# Frequently Asked Questions
**When should I use a Letter versus the Prescribe command for DME orders?**  
Use Letters for durable medical equipment (DME). Use the Prescribe command only for simple prescription-based supply items like syringes or lancets.
**What information can be included in a DME prescription?**  
Include equipment specifications, pressure settings, diagnosis with ICD-10 codes, your business name, NPI number, and relevant patient/insurance information.
* * *
Keywords & Categories
**Keywords:** CPAP prescription, DME order, printed prescription, sleep apnea, durable medical equipment, Letter command, NPI number, ICD-10 codes
**Categories:** Prescriptions and Orders, Patient Care, DME Equipment
----- END PAGE https://help.canvasmedical.com/articles/3235979839-how-to-create-a-printed-cpap-prescription-for-patients


----- BEGIN PAGE https://help.canvasmedical.com/articles/3240845520-queues
The Revenue module in Canvas Medical uses queues to organize and manage claims throughout the billing process. Each queue represents a stage in the revenue cycle, from appointment creation to final adjudication. This article explains the structure and function of each queue, how to manually manage claims, and how to configure and customize the queues to suit organizational workflows.
# User's Guide
This section is designed to help users understand and utilize Revenue Queues by providing a mix of conceptual overviews and actionable guidance.
## Overview of Revenue Queues
Canvas organizes claims into queues that correspond to stages of the revenue cycle:
  - **All Claims** : A comprehensive view of all created claims.
  - **Appointment Queue** : Any claims that are associated to an appointment that has not been checked in. This could include claims with a date of service in the past if the note was never checked in.
  - **Clinician Queue** : Claims are automatically moved to this queue once an appointment is checked in and stay until the clinician locks the note for the first time.
  - **Coding Queue** : Once a note is locked for the first time, the claim will move from the **clinician queue** to the **coding queue**. This queue is used for claims pending code review by the billers.
  - **Submission Queue:** After claims have completed the code review, they are manually moved to the **submission queue** indicating they are ready to be sent to the clearinghouse. The process of submission to the clearinghouse will depend on the customer's billing vendor.
  - **Filed Queue** : Claims that have successfully submitted to the clearinghouse.
  - **Rejected Queue** : Claims returned by the clearinghouse or insurers with errors. These claims require correction and resubmission.
  - **Adjudicated Queue** : Claims processed by insurers. This queue is automatically bypassed for successful automated ERA claims. However, if an error occurs, the claim will appear in this queue with details in the activity log.
  - **Patient Queue** : Claims with outstanding patient balances.
  - **History Queue** : Fully processed claims with zero balance.
  - **Trash Queue** : Deleted or removed claims.
![Jess Screenshot from Google Chrome on2024-11-07 5.jpg](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F40a9857a-ad8a-4363-8743-a8c1c8d63cdf-1730991576172-JessScreenshotfromGoogleChromeon2024-11-075.jpg-fe9961e5-cb00-4729-8d36-ba747e7367a4?Expires=253370764800&Signature=GXXAEjc-Zfx6QqOZFvYn0n8ClUNv7Q0UiydMU71D-BffqN~hGzmk~g2B6vvpL3e1PfJJCW2RDf5LNwJGjE9nAhXnNxWNvGWYJNDiOGDmj4VhPorb3n6HspjwJzreE-mz4V13sfUrGnv8nTtL3unF79KoFPsAWCPyMD9yhCg9TfZ3piAyn1bHDXlut-IMmOuQyGohyUeAnpurXnrGaGVtWXBtI6pDljtHJfhvehNmWAVS4d0ypyCosb3IkiFPkTfjK5eMVId0MZZZSRHwhnZF~gorBl~dFzdR-MwUAKvcrVhFKFf6rAcloiGYLg5gwyQ5Wv~71AA~m0LLjY~FZHFYlw__&Key-Pair-Id=K3NV4LZ47N8M46)
## Queue Columns & Functionality
Each queue is divided into columns with key data. Users can filter and sort claims to quickly find information. Filtering and sorting capabilities include:
**Type**
  - The icon related to the note type associated to the claim
  - Type can be filtered by a specific note types and sort alphabetically
**Claim ID**
  - The unique claim ID related to the claim. This claim ID is passed to the Claim.MD clearinghouse and utilized for matching the returning ERA.
  - Claim IDs can be filtered to a specific claim or set of claims and sort numerically in ascending or descending order
**Date of Service**
  - The date of services rendered. This date is inherited from the associated note.
  - Users can filter results by a specific Date of Service (DOS) or within a defined timeframe. Additionally, claims can be sorted to display either the most recent DOS first or the oldest DOS first.
**Patient Name**
  - The patient's full name including preferred name if populated
  - Users can filter results to view a specific patient or a group of patients. Additionally, claims can be sorted alphabetically by the patient's last name, either from A to Z or Z to A.
**Current Insurance**
  - The coverage which is marked as current on the claim and the rank of the insurance. If the claim is in the middle of processing, coverages besides the primary may be displayed.
  - This column can be sorted by a specific insurance or a group of insurances. Additionally, the entries can be sorted alphabetically in ascending (A-Z) or descending (Z-A) order.
**Insurance Balance**
  - The current balance allocated to insurance for this claim
  - Users can arrange claims in order of highest to lowest insurance balance or reverse the order.
**Patient Balance**
  - The current balance allocated to the patient for this claim
  - Claims can be organized in ascending or descending order based on patient balances.
**Days in Queue**
  - The number of days a claim has remained in the current queue. When a claim transitions to a different queue, the counter resets to zero.
  - If a speech bubble icon is visible, hover over it to view the most recent comment within the activity log.
  - Users have the ability to filter the number of days in the queue based on a specific date range and organize them by either the shortest or longest durations.
**Guarantor**
  - The guarantor associated to the claim.
  - Users can filter results to view one or more guarantors. Additionally, users may organize the list by sorting guarantor last names in alphabetical order, either A-Z or Z-A.
**Provider**
  - The rendering provider of the claim
  - Users can filter claims by selecting a specific provider or multiple providers. Additionally, claims can be sorted alphabetically in ascending (A-Z) or descending (Z-A) order.
**Note:** The provider dropdown displays a maximum of 50 providers. For organizations with more than 50 providers, search for the provider by name in the filter field. Once selected through search, the provider will remain in your filter selection even after clearing the search term.
**Latest Remit**
  - The date and associated remit ID for the most recently applied remittance
  - Last remittance transactions can be filtered by selecting a specific remittance or a group of remittances. Additionally, the remittance can be sorted in ascending or descending order for better organization.
**Last Invoiced**
  - The most recent date a statement was generated for the patient
  - Users have the option to sort entries either chronologically, starting from the oldest to the newest, or in reverse order, from the newest to the oldest.
**Snoozed Until**
  - The date a snoozed event will expire
  - Users can filter claims based on their snooze status (snoozed or non-snoozed) and organize them by chronological order, ranging from the closest to the furthest expiration date.
**Labels**
  - Either the pre-configured or [**custom labels**](https://canvas-medical.help.usepylon.com/articles/7708474806-task-claim-labels) associated to the claim
  - This column can be filtered to a specific label or a set of labels
![Jess Screenshot from Google Chrome on2024-11-07 5.jpg](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2Fc2d4acdc-9881-472c-bda9-5b7d4281eadd-1730991621591-JessScreenshotfromGoogleChromeon2024-11-075.jpg-285a90d3-8908-4231-86a3-8b74d0a7a296?Expires=253370764800&Signature=VsAheYQk~Rq7f8ekZtSQ0epnnHB2YmCg2xNvPkOyqq2IsZVDnZcQkzrhHRHEVbZhw~~xo1ZN2wbRI-t1JDxxhGyg8Pd4uwd-Jz3xuj5tVBC6nh~5br1AGCpYFuzvli13xru4tZGTSdopyFrmClrlq7f2AVQn3YJpWptJYwEBxPdp4v7AgiG1gq1wtmUBYx1c6De4QhR65CzzBaT4FHaXFrgdkwbL5~n~99IKaiaV8OaWiW3ThjZY5AprStvCjWxgt8H-gqm~F57DJ2CtAh47QqXv8rkTqlQdgGcqtkzwOMBHvfSG~8AcpzSXEG-Y02S08-RC1hRSp-6BPB2ii5Vhcw__&Key-Pair-Id=K3NV4LZ47N8M46)
## Manually Moving Claims to a New Revenue Queue
Users can transfer claims between queues manually when necessary
### Manually Moving a Single Claim
  1. Navigate to the claim that needs to transfer queues
  2. In the upper right of the claim heading, you will see the claims current queue
  3. Click the queue name to open the dropdown of all revenue queues
  4. Select the queue the claim needs to move to which will complete the transfer
If the claim is not in the coding queue:
     - Updating only the note body (for example, adding a plan command) will keep the claim in the current queue — you'll need to move it back to coding manually.
     - Adding or changing a diagnosis or CPT code that will modify the billing footer will automatically return the claim to the coding queue.
### Manually Moving Multiple Claims
  1. Navigate to the revenue queue the claims will be moving from.
  2. Apply any necessary filters to target specific claims. The batch action applies to every claim that matches your current filters, not only the rows currently visible in the table.
  3. In the upper right, click **Batch Actions** to open the dropdown.
  4. Click **Move claims to queue**.
  5. Select the queue the claims need to move to.
  6. Review the confirmation dialog, then confirm the move.
Canvas displays a dialog while it counts and moves the claims. The dialog shows how many claims match your current filters. If no claims match, Canvas will let you know there is nothing to move.
A progress spinner appears while claims are counted and again while they are moved. The dialog cannot be dismissed while the move is in progress.
When the move is complete, Canvas reports the outcome in the dialog and refreshes the claim table when you close it.
By default, one batch move can move up to **2,000 claims**. If more claims match your filters, the result will tell you how many claims are left. Repeat the batch action to continue moving the remaining claims. Admins can configure this limit using the `MAX_BATCH_CLAIM_QUEUE_MOVE` setting in Constance.
![2025-03-25_21-58-43.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1742961432996-2025-03-25_21-58-43.png?Expires=253370764800&Signature=gjUXsR1q-theVVmJ~Zfwwl3IgasCaSZeUs3-PYapoZaiSmiWGZqrzCc2V1Psv3SigMgLk5~mCvPmge2fjan4lPBB5BOWt98ACUblM--Kds0PFdOskuISuzaQdAYORuHZ3qaFZXxbx1gJRiVayzVvKLv59SF0UMnXWprlzXF57jN1r-gdL62d8BaCAdJNwoN4N1WUx2ywHjSALnLVZppluCOK-OeTcTrsWxwY4Oy~~XWc-dCMv0kCYZlpHZSLDQIT289xBWGGgOCztHPlw7PwzRtMd7sGJx14EJqD2q5K3ZMZHRucbnxlnnTcojYjS80ksq56-dMWovDnliB3shcvsA__&Key-Pair-Id=K3NV4LZ47N8M46)
# Configuration & Set Up
## Managing Revenue Queues
Each queue is able to be controlled by administrators with appropriate permissions to enable or disable columns within each queue.
If an administrator does not have access to the **Queues** setting, please [**contact Canvas Support**](https://portal.usepylon.com/canvas-medical/forms/standard) to update the admins permissions.
### Modifying Queues
Canvas provides customers with a set of queues. However. Admins have the ability to modify these queues to best support their organization
  1. Navigate **Quality & Revenue: Queues** under **Settings**. Select the queue that needs modification and update any of the following fields:
     - **Queue Sort Ordering** : The order position the queue will be listed in the panel of the **Revenue** page
     - **Name** : Name that will represent the queue in the database
     - **Display Name** : Name that will display in the left **Revenue** panel
     - **Description** : What the queue will be used for and this will also be the heading of the queue once it is selected on the **Revenue** page in Canvas.
     - **Show in Revenue** : Queue will be accessible on Canvas' **Revenue** page
       - If **Show in Revenue** is not selected, the queue will only be accessible via API, SDK and in the database.
     - **Visible Columns** : Columns that will display in the revenue queue when the queue is selected.
  2. Click **Save** once all updates have been made
### Creating Custom Queues
Users can create custom queues that are accessible for manual batch actions within the UI. Custom queues do not support automated actions but offer flexibility for managing claims manually.
  1. Go to the **Quality & Revenue: Queues** setting
  2. Click **Add Queue +**
  3. Complete the necessary fields
     - **Queue Sort Ordering** : Specifies the position in which the queue will appear in the Revenue page's panel.
     - **Name** : Represents the name of the queue in the database.
     - **Display Name** : This is the name that will appear on the left panel of the Revenue page.
     - **Description** : Describes the queue's purpose. This will also serve as the heading of the queue when selected on the **Revenue** page in Canvas.
     - **Show in Revenue** : Includes the queue in Canvas' Revenue page.
       - If **Show in Revenue** is not selected, the queue will only be accessible using the API, SDK, or through the database.
     - **Visible Columns** : Identifies the columns displayed in the revenue queue when the queue is selected.
  4. Save the new queue and verify it is displaying on the **Revenue** page, if applicable.
![screenshot-202503264752.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1742993301588-screenshot-202503264752.png?Expires=253370764800&Signature=kuFnFqLrN9IYuteKmuwVe7FONG6I-lkGCKTaWZ0pEJXJYsayUrZKqvdP~s2il3WNALVD6l6Tw10magjnHwjwRsF4izZ1DFC7DmdZG3yoTxTENYHiICvDMze2QOtzoYbCwsAXm3RHslWjNoEF1TAZByChCVVzkkC29zFZPK3naPvgll6ym9LwPGj7dF88xt8tRSrCZVHYr~wF7eHqF3qKcA~2kyaEWXZ2isa~wjlEhG2avOuhxqtktA-~H6jcun8SjeyI4AtEGCJWY6qfdFPx4C-NUKceOTXOO42RL1Fsqaa1LsMdBqL-kOc2IOT~XejEF0IUkNSTPmPFrVK5VVjLAA__&Key-Pair-Id=K3NV4LZ47N8M46)
# FAQ & Troubleshooting
**Q: Can I undo a queue transfer?**
A: No. Claims must be moved again to the correct queue.
**Q: Why can't I access queue settings?**
A: Admin permissions may be restricted. [**Contact Canvas Support**](https://portal.usepylon.com/canvas-medical/forms/standard) if you are an administrator that should have access to the **Queues** setting
**Q: Are custom queues included in automated workflows?**
A: No. Custom queues are for manual claim processing only.
**Q: What happens if a claim is snoozed?**
A: It will be hidden until the snooze date expires, after which it becomes visible again.
**Keywords & Metadata**
  - Keywords: claims, revenue cycle, queues, billing, insurance, Canvas Medical, Claim.MD, ERA, remittance, coding
  - Categories: Revenue, Billing, Configuration, Workflow
----- END PAGE https://help.canvasmedical.com/articles/3240845520-queues


----- BEGIN PAGE https://help.canvasmedical.com/articles/3316466244-population-module
The population Module allows Canvas users to easily manage campaigns for protocols and keep track of specific patient populations. **This module is replaced by the Campaigns and Patients Module enhancement but can be enabled by the**`populationsView` **flag.** When enabled this flag disables access to the Campaigns Module. Please contact Canvas Support for assistance enabling this flag. 
## Step by Step
### Enabling the Populations Module
  - The `populationsView` flag must be enabled to access the Campaigns module. Please contact Canvas Support to enable this flag.
### Locate the Populations Module
  - Begin in the schedule view
  - Locate and select the triple line menu
  - Select populations to open the populations module
  - Locate populations and campaigns tabs on the left hand side
    - Populations - a list of all protocols available (default view) 
    - Campaigns - Outreach to patients for specific protocols
**TIP:**_Use the search bar within the populations or campaign tabs to find specific protocols/campaigns._
### Navigate Populations
  - Click on populations in the left hand side
  - View list of all patients (default view)
or
  - Locate specific Protocols in the left hand side to view the following:
    - Fraction & percentage of patients that fall under that population and have satisfied the protocol
  - Select the Protocol to view the following for each specific protocol in the main page area:
    - Brief description of the protocol parameters
    - Link with more information regarding protocol
    - Status of last campaign and when it was started 
    - List of all patients that fall under protocol population, details include:
      - Patient Name - Age - Sex at birth - Phone number (links to patient's chart) 
      - Date last seen
      - Date of next visit
    - Number of patients due
    - Start Campaign button
### Start a Campaign
  - Locate and select the specific protocol you want to start a campaign on
  - Select Start Campaign button 
  - Fill in the following fields:
    - Description of Campaign (optional)
    - Outreach Message Template or Create/edit template in settings
    - Enter the number of patients in cohort to enable send button
    - Select Send Now
or 
  - Select Send Later
    - Select send the following day at 9 am
or 
  - Select Custom to open a new modal where you select the date and time
**NOTE** : _A task will be created for the care coordination team to call patients without an eligible automated contact point._
### Navigate Campaigns
  - Click on Campaigns in the left hand side
    - Red badge displays number of currently active campaigns 
  - Scroll to the bottom of list to view closed campaigns
  - Locate specific Campaign in the left hand side 
    - Status bar of outreach completed
    - Status bar of outcome achieved
  - Select the Campaign to view the following for each specific Campaign:
    - Description
    - Date of last intervention
    - List of all patients within that campaign, details include:
      - Patient Name - Age - Sex at birth - Phone number (links to patient's chart) 
      - PCP
      - Last seen
      - Next Visit
      - Check box for outreach completion - automatically enters date when checked
      - Outreach comment box
    - Number of Patients
    - Manage Campaign
### Manage Campaign
  - Locate and select the specific campaign you want to manage
  - Select Manage Campaign button to view the following:
    - Protocol Name
    - Campaign description
    - Status bar
    - Current intervention tab
    - New intervention tab
  - Select Current intervention tab to view the following details:
    - Initial date of delivery
    - Sample of outreach message
or 
  - Select New Intervention tab and fill in the following fields:
    - Description of Campaign (optional)
    - Outreach Message Template or Create/edit template in settings
    - Enter the number of patients in cohort to enable send button
    - Select Send Now
or 
  - Select Send Later
    - Select send the following day at 9 am
or 
  - Select Custom to open a new modal where you select the date and time
**NOTE** : _A task will be created for the care coordination team to call patients without an eligible automated contact point._
# Resources
### [Video: Populations Module](https://www.loom.com/share/d500b5c282c7499b9c780db05aa1070f?sid=d47979d4-c048-41f0-b36e-ab56571cfd39)
----- END PAGE https://help.canvasmedical.com/articles/3316466244-population-module


----- BEGIN PAGE https://help.canvasmedical.com/articles/3407978845-print-vitals
Viewing and printing a flowsheet of a patient's previous vital signs allows the user to view patient vitals over a period of time in order to assess for trends and aberrations.
## Step by Step
This process begins in desired patient's chart
  - Navigate to the left side of the chart, also known as the patient summary. 
  - Scroll to **Vitals.**
  - Click on the vitals table to open up a full view of the vitals table.
  - Customize the desired "from" and "to" dates for printing if appropriate. 
  - Select the blue **Print** icon at the bottom right of this modal.
  - A print dialog box appears where you can customize the print settings.
  - Select **Print.**
  - You are then directed back to the vitals table without any further input necessary. 
  - Click outside of the table to return to the chart.
# Resources
### [Video: Print Flowsheet for Vitals](https://www.loom.com/share/96ac033799a447bc920529f78134df0d?sid=b16e20c0-8e59-45d5-a600-9f18c8ba4e12)
----- END PAGE https://help.canvasmedical.com/articles/3407978845-print-vitals


----- BEGIN PAGE https://help.canvasmedical.com/articles/3424703540-faq-preparing-lab-orders-before-a-scheduled-visit
You can prepare lab orders before a scheduled visit so they are ready for the provider to review and sign during the encounter.
# User's Guide
## Can I prepare a Lab Order before the patient is checked in?
Yes. Once an appointment is booked, Canvas creates an appointment note. You can open that appointment note before check-in and add commands, including **Lab Order**.
## Do I need to check in the patient before adding a Lab Order?
No. Check-in is not required to add commands to a booked appointment note.
## When is a Lab Order sent to the lab?
A Lab Order is sent when the command is committed.
If you add a **Lab Order** command and leave it uncommitted, the order is staged but not sent. When the provider signs the command at the visit, the order is sent.
## What is the recommended workflow for preparing a Lab Order?
  1. Open the booked appointment note from the schedule or patient chart.
  2. Add the **Lab Order** command.
  3. Complete the required fields.
  4. Leave the command uncommitted.
  5. At the visit, review and sign the command when ready.
This creates a single order and sends it only when signed.
## What happens to the Lab Order when the patient is checked in?
Commands already staged on the appointment note remain on the note when the appointment is checked in. You do not need to recreate them.
## How do I avoid duplicate lab orders?
Only sign the prepared Lab Order when you intend to send it to the lab. If you need to make changes before the visit, edit the uncommitted command rather than creating and signing a separate order for the same tests.
# Related Resources
  - [Introduction to Commands](/articles/4129367510)
  - [Ordering Labs](/articles/3065191197)
  - [How to Order Labs Not Integrated with Health Gorilla](/articles/3296538159)
* * *
**Keywords:** lab order, precharting, prep orders, scheduled visit, appointment note, uncommitted commands, commit, sign and send
**Categories:** Clinical Documentation, Commands, Labs, Appointments
----- END PAGE https://help.canvasmedical.com/articles/3424703540-faq-preparing-lab-orders-before-a-scheduled-visit


----- BEGIN PAGE https://help.canvasmedical.com/articles/3427480901-prescribing-restrictions
The ability to prescribe medications in Canvas can be restricted to only prescriber staff roles through constance config in settings. The restriction applies to `Prescribe`, `Adjust prescription`, and `Refill` commands.
### Enabling Prescriber Restrictions
By default, this setting is disabled. The Canvas administrator will enable this feature by navigating to `Constance: Config` in the Admin Settings menu. Locate `RESTRICT_MEDICATION_ORDERS_TO_PRESCRIBER` found under the `Clinical Signature Restrictions` section. Check the box under the `Value` column and click `Save`. 
![2024-11-05_15-58-31.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730840346141-2024-11-05_15-58-31.png?Expires=253370764800&Signature=Kvkn6w~acG7JXXc9P6ucT9Zu27~dwr3ogBpYdVdSE9mie~d6XhrrQc3NNoluTctmJTlR6LqUGix-jMXmyhYzvOn2qltTE3Am4v537kquHuhYPxlA8dOT1-e1pLsrLzNYWb4pE6zDuw~nvXuU432zVeZrcldNP8Ka8IokZoFZKgAtjEn9yVvTU9dcPvQwwc909wEp6-ZB~mYnCCRqKrGFO-Gn0d7NQ375gzrLi2hMIjPmEn8-7O6d2pO43NyD0MpF1Kj1Fn5V5rZ4w09LownGCEbt2hqRXjLoiPdOS-8aNAe~BAewEU3ZNNyA-WugIUuprQIz1drGzGEpOfSdXqRgGg__&Key-Pair-Id=K3NV4LZ47N8M46)
Ensure the `Live settings updated successfully` message appears at the top of the page to confirm the change. Refresh any open tabs for the change to take effect across all sessions.
We recommend using native search functions Control+F (Windows) or Command+F (Mac) quickly jump to setting
### Configure Prescriber Roles
To define the list of roles that are available to prescribe, the `PRESCRIBER_STAFF_ROLES` setting under `Practice: Organizations` should be configured to specify who can prescribe. The setting specifies roles based on internal codes (e.g., DO, MD, CL). Ensure these roles align with those authorized to prescribe medications. Make any necessary updates and click `Save`. 
![2024-11-07_10-12-29.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730992372502-2024-11-07_10-12-29.png?Expires=253370764800&Signature=f9eAIT3cbvogiMN7inYbVHZWMcyCM5b~UEC6l6mBtfyhdQmNpKVlGA~Oxkj1RAzcVnHlzEaDz2dR~60yDA8ZApUm3C5K8gE1~RrSTJV2tFKg5JXDd0xsIWqbw3ya2R~cV9vsj5s4sXpjYAYlEzf1HPfRl-QUw1wZ904vEcFso1yMrg1CLgx4rwbSRDVMgPJLW5WXBAgIv-a0QnxequFW8ofBgohpgaOOY75nEE2Yjqz8G2ST7KhfSBpoQdxLMMbNv6KA5OTQhRMLA4AUz6v8cYkxwYFrEGNdP~~pro7HXhnMuKMZXF5K7DcqUFTdf8FFD38RkXY4DiytG14cYb9zoQ__&Key-Pair-Id=K3NV4LZ47N8M46)
### Entering a Pending a Medication Order (Non-Prescribing Staff)
When this setting is activated, support staff can initiate and fill out prescription commands, but they will not be able to commit them. Only the provider designated as the `Prescriber` on the prescription will have the ability to commit the command.
![2024-11-05_16-31-44.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730842325826-2024-11-05_16-31-44.png?Expires=253370764800&Signature=ZBFjzE2zv4u4NuEq1Ib90lnOZ8POf3Yq~tPRVz8H2obiPcaymRBmCR3OFqO2bR4FmnNuB~DNRcNeQ0rYGF4iikFM7Ssu7rfBWlxwUDzcbbgzWY7GPrHbj8WArL1XSSsRqIFI1jvKMvudW0QQS58Sg4Lg8glz4U4I9dvyd6SdyXWjWq5SXw-XoX25oYWsn4~24Z3y9pt-4-38ma1PS2OOfsOZqBMQs6uSAPd2QCAbuurLaOYkarkg3L05IZXbbTw5j69VmwyHyB8Xb-HMTWza~t4nel4yyddMdKIH9NdRa5JXrOGGevG4ncJQdYHUOW7FK5xpA3gvVo3WwdiLTyfJwQ__&Key-Pair-Id=K3NV4LZ47N8M46)
# Resources
Due to the ever evolving nature of our product, recorded videos may be slightly out of date.
[**Prescription Restrictions**](https://www.loom.com/share/93634ecd9b4b49b19d41da0c0ac3a9b6?sid=377224ab-4bb3-43fd-9ac7-ecbc96a893b4)
----- END PAGE https://help.canvasmedical.com/articles/3427480901-prescribing-restrictions


----- BEGIN PAGE https://help.canvasmedical.com/articles/3484488036-appointments-recall-appointment-lists
## Introduction
All requests to schedule an appointment using the Follow Up command can be found in the Recall Appointments List. 
## Objectives
  - You will learn how to navigate the Recall Appointments List.
## Video
## Step by Step 
  - Begin in the Schedule View
  - Navigate to the filter panel in the top right
  - Click on the triple dot menu 
  - Select `Recall appointments`
  - Review the list of patients with pending appointment requests, columns include:
    - **Patient:** Patient First and Last name and phone number
    - **Appointment:** Appointment Type and Approximate Date for the requested appointment
    - **Reason for Visit:**
    - **Requested:** Requestor Name and Date Requested
    - **Internal Comments:** Comments for staff visibility entered in the Follow-Up Command 
  - Select the desired patient name to navigate to the patient chart
  - Locate the **Schedule an Appointment** note within the patient's chart 
  - Schedule the appointment to remove it from the Recall Appointments list.
**NOTE:** You can also remove the patient from the appointment list by deleting the appointment note.
![Screen_Recording_2021-07-16_at_11.09.37_AM__1_.gif](https://canvas-medical.zendesk.com/guide-media/01GV6JQ0BF60VZS4AK1ZMPP6Y3)
----- END PAGE https://help.canvasmedical.com/articles/3484488036-appointments-recall-appointment-lists


----- BEGIN PAGE https://help.canvasmedical.com/articles/3492962528-refund-copay
If a co-pay payment has been collected and a refund needs to be reflected on the claim, this article details how to document the refunded copay. 
## Step by Step
This process will begin with a patient who has already had a co-pay collected for a specific visit
  - Navigate to the claim for which the co-pay was collected
  - Select **Create a posting** to open the create a posting modal 
  - Select the patient from the **Select a payer** drop down and a **COPAY** line item will be come available
  - Make a negative payment to capture the full amount refunded to the patient
  - Select **Create a posting** and the refund is now documented displayed in the Activity Log
# Resources
### [Video: Refund Copay](https://www.loom.com/share/c84f472ec06b4d53a330b0cbd71e3111?sid=79bf29c3-7fa4-4117-aa43-ab9f8668cfdc)
----- END PAGE https://help.canvasmedical.com/articles/3492962528-refund-copay


----- BEGIN PAGE https://help.canvasmedical.com/articles/3598397632-multi-factor-authentication-mfa
Multi-factor Authentication (MFA) is a secure method requiring users to provide two or more verification factors to access Canvas. This enhances security by combining something users know (password) with something they have (e.g., a one-time password). This article outlines how to configure MFA, its capabilities for administrators and users, and how to log in securely using established methods.
# User's Guide
MFA adds a second layer of security, requiring additional verification. OTPs can be received via email, SMS, or authentication apps such as Google Auth or 1Password based on what the practice has enabled.
## Logging in with MFA
  - Enter Canvas username and password.
  - Provide the verification code sent to the selected authentication method.
    - **First-time setup** : Log in with credentials and email. A verification code will be sent to the chosen authentication method, which must be entered.
    - **Code validity** : Verification codes expire after 10 minutes for email and SMS.
    - **Failed attempts** : If authentication fails after 5 attempts, contact the organization's admin for assistance.
  - If **Remember this device** is enabled, re-authentication may not be required for the set duration.
![User-uploaded Image](https://slabstatic.com/prod/uploads/tn2tixdk/posts/images/xlWM8KOQVYjkgytkzvRCrjpE.png)
## Remove Authentication Method
An authentication method can be removed by a user if MFA is not required by following these steps:
  - Click on the triple line menu and select **Multi-Factor Authentication**.
  - Locate the specific authentication method
  - Click the trash icon to remove it.
![User-uploaded Image](https://slabstatic.com/prod/uploads/tn2tixdk/posts/images/nN1dfwDXkqoYcLd50b1IaiY0.png)
# **Configuration & Set Up**
## **Setting Up Authentication Methods**
Canvas allows organizations to configure MFA methods through administrative settings. Available methods include:
  - **Email** : Primary email address linked to the staff profile.
  - **Alternative Email** : A secondary email address.
  - **SMS** : The mobile phone number associated with the staff profile.
  - **Alternative SMS** : A secondary mobile phone number.
  - **Authenticator App** : Third-party applications (e.g., Google Authenticator, 1Password) that generate time-based OTPs.
  - **MFA Remember Days** : The number of days the MFA token is remembered before re-authentication is required.
## **Enabling MFA for the Organization**
  - Navigate to **Settings** > **Constance: Config**
  - Enable the **MFA_REQUIRED** flag to enforce MFA for all users.
  - Select login methods available for MFA.
  - Configure device remembrance duration using **MFA_REMEMBER_DAYS**.
    - For MFA to be required at every login, set the value to **0**.
    - Tokens expire every 24 hours based on the configured number of days from the last login. For example:
      - If **MFA_REMEMBER_DAYS** is set to 2 days and a user logs in on Monday at 10 AM PT, the device will remain remembered until Wednesday at 10 AM PT.
It is best to enable MFA during off hours to prevent disruption.
The **Remember this device** functionality relies upon your web browser's saved cookies. If switching to a new browser, the remembered device will not carry over.
If selecting "Remember this device" when logging in using MFA is not working and repeated authentication is required at each login, there could be a few reasons why:
  - **Browser-Specific Issues** :
    - **Private Browsing** : Incognito mode or private browsing prevents cookies from being stored. Avoid using these modes when enabling "Remember this device."
    - **Cookie Settings** : Ensure cookies are enabled in the browser:
      - Check Chrome settings at `chrome://settings/cookies`.
      - Add Canvas to **Sites that can always use cookies**.
      - Clear the browser's cache and cookies if previous settings interfere with MFA functionality.
  - **Extensions and Anti-Virus Software** :
    - Certain browser extensions or anti-virus tools may block cookies required for MFA. Temporarily disable all extensions to identify the cause.
    - Known extensions that interfere with MFA:
      - Security blockers (e.g., Bit-Defender).
      - VisualPing or similar tools.
    - Ensure these tools allow cookies to save properly.
  - **IP Address Changes** :
    - The **Remember this device** feature may not function if the IP address changes. Consistent network access is recommended for reliable MFA performance.
## **Resetting Authentication Methods**
If a user no longer has access to the device, administrators can delete authentication methods via the following settings
For individual user MFA reset, follow these steps:
  1. Locate the MFA settings section within their profile.
  2. Remove or reset their specific authentication methods.
  3. Notify the user that they can now log in and reconfigure MFA.
  - Use the following options for adjustments:
    - **OTP_EMAIL** : Verification through email.
    - **OTP_TOTP** : Authenticator apps.
    - **OTP_TWILIO** : Verification through SMS.
Common scenarios for user-level reset include:
  - User lost access to their registered device.
  - Authentication app was deleted or reset.
  - Phone number or email address changed.
  - User exceeded the 5 failed authentication attempts limit.
----- END PAGE https://help.canvasmedical.com/articles/3598397632-multi-factor-authentication-mfa


----- BEGIN PAGE https://help.canvasmedical.com/articles/3643566930-facilities
Field-based care teams may often do rounds at facilities. Rather than having to enter the facility address manually for patients, you can create them here and then assign them to the patient in their profile. This ensures accuracy.  
## Adding Facilities
To add a new patient consent, click the `add facility +` button in the top right corner and then complete the following form.
  - **Name: (req)**
  - **Line1:**
  - **Line2:**
  - **City: (req)**
  - **District:**
  - **State code: (req)**
  - **Postal code: (req)**
  - **NPI number:**
  - **Phone number:**  
## Updating and Deleting Facilities
To edit a facility, click into an existing facility and make changes as needed. You can also take a bulk action to delete facilities by checking the boxes next to each and using delete in the action drop-down.
Updating or deleting a facility will not change the records previously assigned to patients. Changes will only impact future changes.
----- END PAGE https://help.canvasmedical.com/articles/3643566930-facilities


----- BEGIN PAGE https://help.canvasmedical.com/articles/3654117054-using-the-provider-enrollment-dashboard
The Provider Enrollment Dashboard is your home base for managing provider enrollments. It validates prerequisites in real-time, shows you exactly what's missing, and lets you submit enrollment requests in just a few clicks
> **Need to set up the provider's profile first?** See [Preparing Provider Profiles for Enrollment](https://help.canvasmedical.com/articles/1422399386-preparing-provider-profiles-for-enrollment) for the complete checklist.
### What you'll learn
  - What each enrollment type enables
  - Validation requirements for each enrollment type
  - How to navigate the dashboard
  - How to fix validation errors
  - How to submit enrollment requests
## Enrollment Types
The dashboard supports three enrollment types.
  - **Lab Ordering** : Electronic lab orders through the Health Gorilla network including Quest, LabCorp, and others
  - **eRx** : Electronic prescribing for non-controlled medications like antibiotics, blood pressure medications, and antacids
  - **EPCS** : Electronic prescribing for Schedule II-V controlled substances
## Validation Requirements
The dashboard automatically validates requirements based on what's in the provider's staff profile. Here's what each enrollment type needs.
**Requirement**| **Lab Ordering**| **ERx**| **EPCS**  
---|---|---|---  
Valid NPI| ✅| ✅| ✅  
Work Email| ✅| ✅| ✅  
Work Phone| ✅| ✅| ✅  
Work Fax| ✅| ✅| ✅  
Work Address| ✅| ✅| ✅  
State License| —| ✅| ✅  
DEA License| —| —| ✅  
SPI| —| —| ✅  
## Using the Dashboard
  1. Go to the **Triple Line Menu > Provider Enrollment**
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F29a75e71-6611-4aa4-bfef-c3888419616c-1771313112083-image.png-a1d95c43-cce7-4226-92e3-583463ce55b6?Expires=253370764800&Signature=vVJEIGnddhcjTqfNPF1WwUkLpETfaCO6ylVKmlN5K7qONdx9VaiGh40vgqdser8HrZ-qYO9JUWZjsq9N0vM4Leji37R-Oh5oj-Cp9NdPuTrV3UoPPaTjmoVrLRxNbF2Ci0vwYkCiNTGEXX6EoGtLngMD8FNnHqwu19QEHdRbv-GpR~d3PBpawz6e9jXX8EewG62o9~My2PSIwSv7bwQwI9PxH43tjo8tPaKN8W-wIFJ~kral5TaUB3WSZ6NhIsRxbS03dSODIAuJ~qN9AvMn7JSis35nYwoXiaZbpRr6Cg-gshdFhu-btNc3eQRwyf1c1GiQb4QFy7lwJGu03gcOOA__&Key-Pair-Id=K3NV4LZ47N8M46)
  2. Use the **Filter by status** dropdown to narrow your view
     - **All** : Everyone
     - **Pending Validation** : All validation checks failed
     - **Ready for Action** : At least one enrollment available
     - **Fully Enrolled** : All validations passed and provider has SPI
  3. Search by provider name, NPI, or role to find who you're looking for in the search bar
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2Fdd4f47e0-82f0-45de-8aa4-7acdd8a9b178-1770775450341-image.png-61fec24c-b971-496e-98a3-bafbd54cfba9?Expires=253370764800&Signature=YzfwYxOu0egX-6xh65UgbGY54WjLqjS9YW~FGPXwH1p5aSKtM0d3bNimMCVVhI9k6rgIJxn2-oJJ7ioVuTMW1z-eMukhUKLIrFg8BAplk8-1HDwaMvBO91vyX68IMO0eyFVUVTeybJV5t25tvFXPkljfQNnoGi5nGjkh5PL6~59jDHntxWxI2GcIIw1cfMSwZjysgoifowAh5LkANcnvM-EFqjhA~pbQxOs2GQcxeNDIsfUuHs6t8avKPa-xWYydfQCtGeFdCz238ZNJbu4ETbxoVZbpA1rs3TbVX-tdYanmO4N9VsjcdFkYBRh7hXDIACOeuFcYDypJPLewEbWtOg__&Key-Pair-Id=K3NV4LZ47N8M46)
  4. Adjust pagination at the bottom of the modal if needed — 10, 20, 50, 100, or all. The default is 20.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2Fa336015c-8360-46e9-9b1e-6aa2506c7914-1770775495845-image.png-02cc5070-693c-4c1c-8a1f-4e87c6aa0c9a?Expires=253370764800&Signature=jjmd7NXJqX8dJ7nC5fxKJe8bIswjbRtLCHYIbNR~5AgTOktRzeZ-APTRBf2unfF7ASYtQmKw3FzBVT3zj66vjq6G4K5jJeoYLANt5guQONwNosrUDmealZcjT9pRTzYFYtxSgyJ4BmMuY~Xcg2p-gS14TRgZOA0pI9eMlgO1kR9USzGEXX3KlvKpEqIyukSGKje~MqCYyR1v4SRInRcNrgLxT5sJmonCUj1yZG2F6B5e~Pr-qKpct2GK6evQaxWYcRUR0MzQoTXOIu1VSgmxRv7xpa31YRQE3VuZr4Ylnq8ISkmYKa3P~obfZ9vwuPw2iOJ~F8AIq31VG~4zxAI76w__&Key-Pair-Id=K3NV4LZ47N8M46)
### Review Provider Information
  1. Find the provider you want to enroll in the dashboard list
  2. Verify their details are accurate — provider name, role, and NPI number
  3. Review validation status for each enrollment type — ✅ Pass or ❌ Fail
## Fix Validation Errors
Don't worry—the dashboard shows you exactly what's missing.
  1. Click the provider's row to expand it and read the specific error messages
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F36dad6a7-5c1e-4e17-9994-ae5c23a77165-1771378163437-image.png-adcfbe7f-b6fe-4cdd-ae7f-4749e353a6ee?Expires=253370764800&Signature=c8yhxe-IUVGhggTZHzfNsSZiZlbsXl-qu~JdWAwZ-vdLpH-c8n~7DECfH6gVa1X5k~prqUelbUCIBuzgmoG2bOnptcpRLpWh~SFxXLRElvsnu0EAlGYXkRLdm7pZxkw9Hn~R1Oi11IKzM8CRr-ZoF1HEqbZ5zWZiyHCgkxKmJnO1Z55ZY4qJa3HvT6E9QXqc5djjcV5pgJthmIAEYq2CqMXQ1avmJjyQyxZEUDjO~c-51PBC37P-gXPLhqvclFRsWwzOuN6hJQjhlkA7TII1aZBMZ-XLJI9XtUWalTcdxGYQPFp8S-Jc8E3TY23oHyCFNEehbUBZ6DNhEPdxMoREOg__&Key-Pair-Id=K3NV4LZ47N8M46)
  2. Click the provider's name to go directly to their staff profile
  3. Correct the validation issues in the provider's staff profile under **Settings** > **Staff**
  4. Refresh the dashboard to make sure validation status updates
> **Need help with specific fields?** See Provider Profile Setup Requirements for detailed guidance on what each field requires.
**Common validation issues**
  - **Use** field for contact points and/or address is not listed as **Work**
  - Placeholder NPI is still listed — 1111155556
  - Placeholder fax number is still listed — 8443364026
  - Using @canvasmedical.com email instead of your practice email
  - Phone/fax has formatting characters — needs exactly 10 digits with no special characters
  - Address use is not listed as "Work"
## Submit Your Request
Once all required information is validated
  1. Check the boxes for the appropriate enrollment type
  2. Click the **Request Enrollment** button — it will be highlighted blue once validation passes
  3. A pre-filled form opens in a new tab
  4. Review the information
  5. Attach required documents by clicking the paperclip icon in the description box at the bottom of the form
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2Ff45ced8f-056a-49a6-8dc0-2df1b4947fd3-1771313342621-image.png-b034fe23-7eb3-4a71-9dce-84fcabada017?Expires=253370764800&Signature=JBeK8mUjUr4znLe8h0vT5Pi5hpxkmPn-BPvC5rW3P7homdtXVR68drkdZJltwjOF9SKWsechteJE~4zaJ6KT1DJHmTm9rzcQwT3jcFkxrUhokiLvAxB0zN0REr5ivn72i45YJI4vDebEPWdwKqIlHrG8fjJCq~lOW0ph5Xr7SY3gSue4WMwLx3Qg4udy1j9F56hyj7fqGH0p5Og~iCzKykvfvdvRNF2SHvgsFBgftJN2Nr4HPQlgGD9WLiiQluytSJ68CtKn4ibrRw4cFMb9xM9oSH0jccTnUpYbRP5nOwVkJryDo3YWR~OUy8O6pr55hlCK-pvqlCoZM3Nk8mhH6Q__&Key-Pair-Id=K3NV4LZ47N8M46)
  6. Submit
That's it! Canvas Support receives your request and starts processing. You'll get updates as enrollment progresses.
## Next Steps
After submitting, Canvas Support takes it from here. You'll receive updates as enrollment progresses, and they'll notify you when enrollment is complete.
For details on what happens after submission, see the article for your enrollment type.
  - [ePrescribing (eRx) Enrollment](https://help.canvasmedical.com/articles/6085016786-eprescribing-erx-enrollment)
  - [Electronic Prescribing of Controlled Substances (EPCS) Enrollment](https://help.canvasmedical.com/articles/8630998726-electronic-prescribing-of-controlled-substances-epcs-enrollment)
  - [Lab Ordering Enrollment](https://help.canvasmedical.com/articles/1295159245-lab-ordering-enrollment)
## Frequently Asked Questions
### Understanding the dashboard
**Q: Who can access this dashboard?**
A: Any Canvas user can view it. It's typically used by practice managers or whoever handles provider onboarding.
**Q: Which providers appear?**
A: Only active staff with prescribing roles. You can configure prescribing roles under **Settings > Organizations** — the defaults are MD, DO, NP, and PA. Inactive staff and non-prescribing roles won't show up.
**Q: How long does validation status take to update?**
A: It updates in real-time when you open the dashboard. Just refresh the page after making changes to staff profiles.
### Enrollment checkboxes
**Q: Why can't I check the eRx box?**
A: The provider may already be enrolled for ePrescribing. Click the provider's name to expand their details—if they have an SPI, they're already enrolled and can prescribe in Canvas.
**Q: Why can't I check the EPCS box?**
A: Two possible reasons. Either eRx validation is failing and needs to be completed first, or the DEA number is missing from the provider's staff profile.
**Q: Can I enroll someone who already has an SPI?**
A: For EPCS and Lab Ordering, yes—having an SPI doesn't affect those enrollments. For eRx, no—having an SPI means they're already enrolled.
### Validation issues
**Q: Why does validation fail when the profile looks complete?**
A: Good eye! Double-check that the **Use** field for contact points and addresses is set to **Work** , and make sure there are no placeholder values or special characters in phone and fax numbers.
**Q: Does phone/fax formatting matter?**
A: Yes, phone and fax must be 10 digits only with no special characters or spaces — 5551234567
**Q: Why can't I use @**[**canvasmedical.com**](http://canvasmedical.com)**emails?**
A: External systems like Surescripts and Health Gorilla need your practice's actual work email. It's how they verify the provider works at your organization.
**Q: What if the provider doesn't have a DEA?**
A: No problem—DEA numbers are only needed for EPCS. Providers can prescribe non-controlled medications without one, and you can add the DEA later when they need it.
### Submitting requests
**Q: Can I submit an enrollment request before identity proofing is done?**
A: No. You'll need a copy of the PersonaTrust certificate to submit the enrollment form. Both Surescripts and DrFirst require completed identity proofing before they'll process enrollment.
**Q: What if I submit the wrong enrollment type?**
A: Reply to the enrollment ticket you just created to let Canvas Support know which enrollment types need to be completed.
**Q: Will I be notified when enrollment is complete?**
A: Yes, Canvas Support will always notify you once enrollment is complete.
## Related Articles
  - [Preparing Provider Profiles for Enrollment](https://help.canvasmedical.com/articles/1422399386-preparing-provider-profiles-for-enrollment)
  - [ePrescribing (eRx) Enrollment](https://help.canvasmedical.com/articles/6085016786-eprescribing-erx-enrollment)
  - [Electronic Prescribing of Controlled Substances (EPCS) Enrollment](https://help.canvasmedical.com/articles/8630998726-electronic-prescribing-of-controlled-substances-epcs-enrollment)
  - [Lab Ordering Enrollment](https://help.canvasmedical.com/articles/1295159245-lab-ordering-enrollment)
  - [Activating EPCS Grants with DrFirst](https://help.canvasmedical.com/articles/6405678539-activating-epcs-grants-with-drfirst)
* * *
**Keywords:** Provider Enrollment Dashboard, enrollment validation, eRx, EPCS, lab ordering, submit enrollment, provider onboarding
**Categories:** Provider Enrollment, Getting Started, Administrator Tools
**Roles:** Practice Manager, Administrator
----- END PAGE https://help.canvasmedical.com/articles/3654117054-using-the-provider-enrollment-dashboard


----- BEGIN PAGE https://help.canvasmedical.com/articles/3690739682-structured-reason-for-visit
**Applies to:** Structured Reason for Visit
If **Reason for Visit Setting Codings** is missing, the usual cause is access to that admin page, not the Structured Reason for Visit feature toggle itself.
Turning on Structured Reason for Visit changes scheduling and note workflows to use structured reasons, but it does not by itself make the admin page appear for every user. A user must also have permission to view and manage Reason for Visit Setting Codings.
## What to check
  - Confirm the user has access to **Reason for Visit Setting Codings**.
  - If access was just added, sign out and back in again if the page still does not appear.
  - If Structured Reason for Visit is enabled, use that page to add or edit the dropdown options your team will select during scheduling.
If one user can see the page and another cannot, that difference points to permissions rather than a hidden Canvas-side feature flag.
----- END PAGE https://help.canvasmedical.com/articles/3690739682-structured-reason-for-visit


----- BEGIN PAGE https://help.canvasmedical.com/articles/3692514885-ccda
## **Introduction**
Consolidated Clinical Document Architecture (C-CDA) files help healthcare providers share important information about patients. These XML-based files securely transfer details like medical conditions, allergies, and medications between systems. This guide explains how to use C-CDA files for sharing and updating patient data, as well as tips for exporting them to support ongoing care.
## **User's Guide**
### **Importing C-CDA Files**
#### **Manual Import Process**
  1. Within **Settings** , locate **CCDAs**
  2. In the upper right corner select **import**
  3. Attach your CCDA xml file
  4. You will get a pop-up notification confirming success 
  5. You can then review the CCDA and status in **Ccda imports**
![screenshot-training.canvasmedical.com says06202025000298.jpg](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1750458510902-screenshot-training.canvasmedical.comsays06202025000298.jpg?Expires=253370764800&Signature=js7-orkpPtorYp1V~GCDO3gZQfHY54-fqYfW-lkB~l~tAzJWD6ax4GH2QG8H4WlaInapzjexBIlSHq6yElTsFzBi0Cn1aGTZLzs1wPwcfKaNmklzvgWbe2p-vXXs6E3uhAhe5Hpg8oWVeIjf7DhJSdi6uIVCDRkHeyin4JQIcogsJKlVmUn0iwb9IPUkWNm9e9~bIw8cSn96QWwW5Zb4-QVSElbPRZkfYwcWvX8pXEXxtWD3DHV36rnxkgUDefh-IbAdoPcOZCp733OHhr02EC4hpxc7PNGjJDF~bzGiVj~1AQtEE9bx6K8uu1yegu6rFW4J2Wnw2Flkb5bXQrd~Aw__&Key-Pair-Id=K3NV4LZ47N8M46)
#### **Import Status Tracking**
Canvas tracks all C-CDA import attempts with the following status indicators:
  - **Accepted** : Import succeeded and data was processed
  - **Ingesting Error** : Import failed (click record for error details)
You can monitor import progress and troubleshoot issues through the admin interface, which allows filtering by:
  - Import status
  - Document type (CCD, Referral Note)
  - Whether patient matching was successful
  - Import date
#### **Import Note Processing**
When a C-CDA is imported, Canvas creates a special note type (C-CDA Import) with unique state management:
  - **Confirm Import** : Commits all commands and locks the note
  - **Discard** : Deletes the note entirely
Standard commit button is hidden; only remove buttons appear in command headers
### **Understanding C-CDA Import Processing**
#### **Patient Matching**
When C-CDA files are imported, Canvas attempts to match the patient information in the document to existing patients in the system. The matching process uses patient demographics such as:
  - First, middle, and last name
  - Date of birth
  - Other identifying information
If a patient match is found, the C-CDA data will be imported and associated with that patient's record. If no match is found, the import will show "Patient not matched" status, and the clinical data cannot be processed until a patient match is established.
When a CCDA document is imported, each clinical object (conditions, medications, allergies) can contain multiple codings. Each coding includes:
  - **System** (e.g., SNOMED, ICD-10, RxNorm)
  - **Code** (e.g., 12395820315)
  - **Display** (e.g., "Pneumonia")
Canvas saves all usable codings for each clinical object. A coding is considered unusable only when it has neither a system/code nor a display value.
#### **Display Priority for Multiple Codings**
When multiple codings exist for a single object, Canvas prioritizes display based on preferred coding systems:
  - **Conditions** : ICD-10
  - **Medications** : FDB MEDID
  - **Allergies** : FDB DAM
#### **Medication Enrichment**
For medications only, Canvas performs coding enrichment:
  - RxNorm codes are automatically mapped to FDB MEDID using internal services
  - Both original RxNorm and new FDB codings are retained
  - This enables native Canvas medication features like drug-drug interaction checking
#### **Allergy and Condition Limitations**
Currently, Canvas does not perform mapping for:
  - **Allergies** : SNOMED or RxNorm to FDB
  - **Conditions** : SNOMED to ICD-10
**Important** : Imported allergies will NOT be considered in drug-allergy interaction checking unless users manually search for the relevant FDB allergy concept in the generated Allergy command.
#### **Coding System Recognition**
**For recognized coding systems:**
  - Canvas saves the coding with its original system
  - Display names use the `<display>` value from the CCDA if available
  - For allergies without display names, Canvas generates: `<n> system=<s> code=<code>` or `UNKNOWN system=<s> code=<code>`
**For unrecognized coding systems:**
  - Canvas creates an "unstructured" coding
  - Display format: `system=<s> code=<code> display=<display>` when display is available
  - For allergies without display: `<n> system=<s> code=<code>` or `UNKNOWN system=<s> code=<code>`
### **Generating C-CDA Exports**
C-CDA files can be generated as either Continuity of Care Documents (CCD) or Referral Notes. These XML files can be created by end-users from Canvas Settings or requested by patients through the patient app.
#### **Creating C-CDA Files**
  1. Within **Settings > CDA**, select **GENERATE** button
  2. Complete the C-CDA export form:
     - Search for patient by DOB (YYYY-MM-DD), name, or MRN
     - Select document type: **CCD** or **Referral Note**
     - Enter **start date** and **end date** for records
     - Select **GENERATE**
#### **Export Status Tracking**
Canvas tracks all C-CDA export attempts with detailed status monitoring:
**Export Status Progression:**
  1. **Started** : Export request has been initiated
  2. **Processing** : Document generation is in progress
  3. **Ready** : Export completed successfully, available for download
  4. **Failed** : Export encountered an error (click record for details)
#### **Viewing C-CDA Files**
  1. Within **Settings > CDA > C-CDAs**, select **View** under C-CDA Actions column
  2. Review user-friendly version of C-CDA data
  3. Use **Collapse All** button to minimize sections
  4. Use **Table of Contents** for easy navigation
### **C-CDA Section Management**
Default sections included in C-CDA exports vary by document type:
#### **CCD Sections:**
  - Allergies and intolerances
  - Assessment
  - Care team
  - Notes
  - Encounters
#### **Referral Note Sections:**
  - Assessment
  - Care team
  - Functional status
  - Goals
  - Health concerns
  - Immunizations
  - Medical equipment
  - Medications
  - Mental status
  - Plan of treatment
  - Problems
  - Procedures
  - Reason for referral
  - Results
  - Social history
  - Vital signs
  - History of immunizations
#### **Customizing Section Order**
  1. Within **Settings > CDA > C-CDA Sections**:
  2. Click and drag the gray bar `::::::::` icon to reorder sections
  3. Check/uncheck **Visible** column to show/hide sections
  4. Select **Save** to apply changes
  5. Verify changes in the updated C-CDA Sections view
### **Patient App Access**
Patients can independently request, view, download, and transmit their CCD and Referral Notes through the patient app when the `PATIENT_APP_RECORDS` setting is enabled.
[PLACEHOLDER: Link to Patient App Instructions for Patients article]
## **Configuration & Set Up**
### **Required Feature Switches**
  - `ccdaFeature`: Enables C-CDA functionality in Canvas Settings
  - `PATIENT_APP_RECORDS`: Allows patient app access to Health Records section
### **Permission Setup**
Users must have C-CDA specific group permissions added to their Canvas profile to access C-CDA features once the feature switch is enabled.
Contact Canvas Support for adjustments if your permissions are not set correctly.
### **API Access**
C-CDA files are available via API endpoints. See the [Canvas API documentation](https://docs.canvasmedical.com/api/ccda/) for implementation details.
## **FAQ & Troubleshooting**
**Q: What should I do if my C-CDA import shows "Patient not matched"?**
A: Verify that the patient demographics in the C-CDA file (name, date of birth) match an existing patient record in your system. You may need to create a patient record or update existing patient information to establish a successful match.
**Q: Can I customize which sections appear in my C-CDA exports?**
A: Yes, navigate to Settings > CDA > C-CDA Sections to show/hide sections and reorder them using the drag-and-drop interface.
**Q: Are there API endpoints available for C-CDA files?**
A: Yes, C-CDA files can be retrieved via API. See the Canvas API documentation for complete endpoint details.
## **Related Resources**
  - [Canvas API Documentation - C-CDA Endpoints](https://docs.canvasmedical.com/api/ccda/)
* * *
**Keywords:** C-CDA, CCDA, CCD, Continuity of Care Document, Referral Notes, import, export, coding systems, ICD-10, SNOMED, RxNorm, FDB, allergies, medications, conditions, DataMotion, HISP, Direct Message, secure transmission
**Categories:** Data Management, Interoperability, Clinical Documentation, API, Patient App, Security
----- END PAGE https://help.canvasmedical.com/articles/3692514885-ccda


----- BEGIN PAGE https://help.canvasmedical.com/articles/3705672680-managing-authorizations-for-claims
Authorization and claim management is a critical component of revenue cycle management in Canvas Medical. This feature allows healthcare providers to create, link, and manage authorizations with claims to ensure proper billing and reimbursement tracking. Understanding how to effectively manage these linkages helps maintain accurate financial records and streamlines the billing process.
# User's Guide
## Getting Started
The **Authorizations** tab is located on the patient's **Profile** page, positioned above the patient's active coverages. This tab contains all authorization information for the patient, organized into sections:
  - **Active Authorizations** : Current authorizations that are within their effective date range and have available visits
  - **Expired / Visit Limit Reached** : Authorizations that have either passed their expiration date or exhausted all approved visits
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1753923044359-image.png?Expires=253370764800&Signature=PQFu-nffUzg9krSjGOZqhIdal5YpVuGW8fojtzbH~~~-vY7rP3RK72R3ncVmGeeQved4q~~EpVTD-00z4OUoyOfpsjkwTVI1KxwwOpbt7EV3fl2eXO8NsENjnDKHSSU8sdZPUKGIJ87a2CvLf94NHBQjxykeSIiX1l7UnjBg3d8b27WCVjO5o1m6wSfi33GS2qxZgXV3D-OzVnOEFQfQo57E7RGohlz2I8FYDevFdL70KfUupNHOkj919AS1s6oIdfvdWK~Y6ebsZ0FnONEMpc7whHxhy0kwIJWsg5Re0JsaR1zGa6y4d4r~3OHhs4lkJgNe1RSY5Z77aPk3t~hjMw__&Key-Pair-Id=K3NV4LZ47N8M46)
## Creating a New Authorization
  1. Navigate to the patient's **Profile** page
  2. Click the **Authorizations** tab above the patient's active coverages
  3. Click **Add** to create a new authorization
  4. Complete the authorization fields
     - **Coverage** : The insurance plan associated with the authorization
     - **Authorization Number** : The unique identifier provided by the insurance company
     - **Start Date** : When the authorization becomes effective
     - **Expiration Date** : When the authorization expires
     - **Procedure Codes (CPT)** : Specific medical procedures covered by the authorization
     - **ICD10 Diagnosis Codes** : Medical diagnosis codes that justify the authorized services
     - **Referring Provider** : The healthcare provider who referred the patient
     - **First Name** : Referring provider's first name
     - **Last Name** : Referring provider's last name
     - **Referring Provider NPI** : National Provider Identifier for the referring provider
     - **Notes** : Additional comments or special instructions
     - **Linked Claims** : Claims that are associated with the authorization
     - **Visits Approved** : Total number of visits authorized by the insurance
     - **Visits Left** : Remaining visits available under the authorization
     - **Unlimited Visits** : Check this option for authorizations with no visit limits
  5. Click **Save Authorization**
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1753924899943-image.png?Expires=253370764800&Signature=ObH-~bUfNeFhCa47IM0gfWvURyffEJ6xYmtnF7euOP3l2WVeg1sIla8sjxDN~vharrU-rXLvPUjNVzX429SfaeIcoCdb7Jwx-W3JwwVtAL8Nm9hBzKdzKFCmRDrlGw3CGCYemF~jO0UC5uPnC4PwQMnIeJwfNIf8DFA9XRQHmxYHcCPqGhBP7PmlR-FFNS7cPzW6I8e1y2-v0ElvPbw8~E1R0Gq7LNcbaqHY6-~pvKnWSIDeKHHeT9wlZxkcUrYF4LoCkA1jO~YsOsKsF8cmoiFfTeVWA6OsLK6zN719xgswY7dJCuz-BEy218WtdmqJLoBN9BGPFcXJBtfDHPXKvw__&Key-Pair-Id=K3NV4LZ47N8M46)
## Removing an Authorization from a Claim
To disconnect an authorization from a claim, users can choose from two approaches:
### From Patient Claim
  1. Navigate to the patient's claim
  2. Click the triple dot in the claim header
  3. Click **Edit provider details**
  4. Click the **X** on the linked authorization under the **Authorization** heading
  5. Click **Update** to save changes
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1753920893913-image.png?Expires=253370764800&Signature=R4l51BqAz5hrDTd9fkZNlzxYT-S-b0gwqGi57wb90TkJZDtReV0mJcnoF9FPOI~uxTtPpYQFU2Soi1K6OzJAdIlI93Kv2d648A-HmaazsKV75rG4m5DU8IMnRnIpIYxyAVf22vPXVUH8PkswbGEuKWcSXT~btc9vOiRRbpVpnLtibaVmPlB2Tsn8ot2Gq4zJwgwIFN~HAZc5haJxQKI8o6hK8gwMcCSNMWcKzhjW0jjghq1ICn4uAeV-MNx2oLmdgwjtN21Lo4oKNh0ZT23O-g9gFVZ-sCzHA3wLUVy2OBMMOxUYdJ0rJPabIK3dxtx9uJdNl45nw3wIg3xX~H2Gyw__&Key-Pair-Id=K3NV4LZ47N8M46)
### From the Authorizations Tab
  1. Navigate to the patient's **Profile** page
  2. Click the **Authorizations** tab above the patient's active coverages
  3. Open the authorization form for the relevant authorization
  4. Click the **X** next to the linked claim that needs to be removed
  5. Click **Update Authorization** to save changes
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1753920972491-image.png?Expires=253370764800&Signature=RDdpI3j1l07H-rPdQwaG3pz8t-ZS6Kwvjp8EI1pfk6TzZKY~oQsTzgIMt2sEdzip37KAxJn4pD9J7AzgvOk8X6gOywefooW~LH43lIBef7XDeWjJIzI0sHTOd5rwmNyGBRtBSm~R9NHTmrwS6mzyBL42lLpMV5SWaK9d-m-Nu1kaVyU6EvTzHE9T91pLy~bREEd-p5-ra1mt~YM~IXy4KkBJrGqAK02rx3YOV4ZGppmFalz37p8-0ESUakAiPlNFGbN0jj4WghuuQXSGi50DTsReQrYwYgz5xlUIpR9VeUAmfRy2EyNXI0czq~Gj7KRmCAsjRoDDTrE~fOqGA-CDqg__&Key-Pair-Id=K3NV4LZ47N8M46)
## Linking Authorizations to Claims
To link an authorization to a claim, users can choose from two approaches:
### From the Patient Claim
  1. Navigate to the patient claim
  2. Click the triple dot in the claim header
  3. Click **Edit provider details**
  4. Select an authorization from the **Authorization** dropdown to link to the claim
     - Expired authorizations will be highlighted gray in the dropdown
  5. The system will automatically populate the referring provider's first name, last name, and NPI fields listed on the authorization form if the fields are empty in the modal
  6. Click **Update** to save the linked claim
When returning to the patient profile directly after linking or unlinking claims, the authorization count will only update once the profile page is refreshed.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1753923349203-image.png?Expires=253370764800&Signature=Yot6pE9ftFLvToE4Eel-lV~eiJqIInuodN1p2AL-X~nLTAtjuzWdQJl8x-9a0NribQctUpmnO44667D2tb6O~B4-ydfx6LcFBBtRRqo3KyVZEfAJwhSaQHWduBi5BjNDC5T7U44ondsrPmQu6GdHIq2NOIPjRW1clP4LtGGaC4zAz8EdHNa0puzZiLvBCcyTOoMOl09mmj74UHckhCTOYrEs1nd6PjrubLqnTA1WSxKcB5t8DaJjYdZi~WoKIc2bmKCr~VPbB2P-z~489ArcKTM2pMh2~zsKy0HTRMUubgVYljnlwbNwGLqTIju4dgLAYSdfYueDbbP~kwruxPAvpg__&Key-Pair-Id=K3NV4LZ47N8M46)
### From the Authorizations Tab
  1. Navigate to the patient's **Profile** page
  2. Click the **Authorizations** tab above the patient's active coverages
  3. Open the authorization form for the relevant authorization
  4. Add the associated claim to the **Linked Claim** field
  5. Click **Update Authorization** to save changes
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1753923458157-image.png?Expires=253370764800&Signature=H-bGPiGtoogKfpTjjyXj1MXFlRUEAN-cdzi3Ae9ZBjNk4T8U18U23Laj0TJGa5N28x6kXNt1vdgh8LW9XS9k477Sq4TCJMXbH1pvlTHS31EtmHieVVpQ4PVrIsnd~A9c-3KKRddC476aVPhzFVpPMkV-HxFSVVzsu1UpUEWrdT7vW~2LuquO0Tn0Sr8ArcKOfIjMzgEKxw9HwVmakhn-vEllK9E-PJUzBlUnbzs2qowAxXc0b092VU42phlu8gUmAODW3XV0wHhK5kKrSflw8qB~CiVMFEPux7YGVJ5CBCy-gQRLr9ZYaZkxfxakfp4Y8lIOQ7OkMuBCuBddcqRLzQ__&Key-Pair-Id=K3NV4LZ47N8M46)
## Updating an Authorization
To modify authorization details:
  1. Navigate to the patient's **Profile** page
  2. Click the **Authorizations** tab above the patient's active coverages
  3. Open the authorization form for the relevant authorization
  4. Update the desired fields as needed
  5. Click **Update Authorization** to save changes
# Configuration & Set Up
## Prerequisites
To access and manage authorizations, users must have Revenue Access permission. Administrators can grant this permission through staff permissions in the settings. For detailed information about user permissions, see the [User Permissions](https://canvas-medical.help.usepylon.com/articles/4709841955-user-permissions) article.
# FAQ & Troubleshooting
**Q: Why don't I see the authorization changes immediately after updating?**
A: The system requires a page refresh to display updated authorization information. Always refresh the Authorization page after making changes to see the current status.
**Q: What happens if I remove an authorization number from a claim?**
A: Removing the authorization number from a claim will unlink the authorization from that claim. The authorization will still exist in the system but will no longer be associated with the specific claim.
**Q: Will the system automatically populate provider details when I select an authorization?**
A: Yes, if the first name, last name, and NPI fields are empty, selecting an authorization from the dropdown will automatically populate these fields with the correct information from the authorization record.
**Q: Can I link multiple claims to a single authorization?**
A: Yes, multiple claims can be linked to an authorization as long as the authorization is valid and there are remaining visits
## Related Resources
  - [Claim Management](https://canvas-medical.help.usepylon.com/articles/9992348572-claim-management)
  - [Managing Staff Members](https://canvas-medical.help.usepylon.com/articles/4283873790-add-a-new-staff-member)
  - [User Permissions](https://canvas-medical.help.usepylon.com/articles/4709841955-user-permissions)
* * *
**Keywords:** authorization management, claim linkage, billing, revenue cycle, provider details, outstanding claims, authorization number
**Categories:** Revenue Cycle Management, Billing, Claims Processing, Patient Management
----- END PAGE https://help.canvasmedical.com/articles/3705672680-managing-authorizations-for-claims


----- BEGIN PAGE https://help.canvasmedical.com/articles/3710141189-revenue-adding-cpt-code-modifiers-and-cpt-units
## Introduction
Adding a CPT Code, Modifier or CPT Units to your note ensures you are properly reimbursed for services provided and that your billing team can submit correct claims. 
## Key Objectives
  - You will learn how to add a CPT code.
  - You will learn how to add a modifier.
  - You will learn how to update CPT units as needed.
  - You will learn how to remove a CPT code and Modifier.
## FAQ
Q: How do I add more than 1 CPT code?
A: In the billing footer click add CPT code and repeat process for additional CPT codes.
Q: How do I remove a Modifier?
A: In the billing footer click on your CPT code and click on the "X" to remove Modifier.
Q: How do I delete a CPT entered in error?
A: In the billing footer click on your CPT code and click remove.
## Tips & Tricks
  - Review the billing footer of your note to see all CPT charges and ICD-10 related to the visit.
## Step By Step
### Add CPT Code
  - Navigate to the desired patient's chart
  - Click on **New Note** to the right of the search bar
  - Select a note type from the drop-down menu that appears
  - Complete your note documentation
  - Scroll to the bottom of the note 
  - Locate the Billing Footer
  - Click **"Add a CPT"**
  - Enter the desired code 
### Add A Modifier
  - Add a CPT code as described above
  - Click on the CPT code **"ex: 99211"**
  - Click inside the **Modifier field**
  - Add modifier
### Update Units
  - Add a CPT code as described above
  - Click on the CPT code **"ex: 99211"**
  - Click inside the **Units field**
  - Add number of units
** _TIP_** : _If CPT code entered in error you can remove it and add a new one._
## Resources
[CPT Codes, Modifiers and Units](https://www.loom.com/share/0ad339e26bde4a1fb3920665dd084e3e?sid=1a0f5ddd-7848-493f-9eea-9100e216f7b6)
----- END PAGE https://help.canvasmedical.com/articles/3710141189-revenue-adding-cpt-code-modifiers-and-cpt-units


----- BEGIN PAGE https://help.canvasmedical.com/articles/3718661267-security-audit-trail-and-siem-export
## Overview
Canvas can keep a security audit trail of sign-ins, chart access, and clinical data changes, and can optionally stream those events to your security information and event management system (SIEM).
The audit trail is recorded using the Open Cybersecurity Schema Framework (OCSF). Events use opaque identifiers and do not include patient or provider names, dates of birth, or clinical values.
## How you can access the audit trail
Canvas supports two ways to review security audit events:
  - **Audit trail view in Canvas:** a retained, read-only view for customers who do not run a SIEM.
  - **SIEM export:** an optional export that posts events to an HTTPS endpoint you nominate, such as a Splunk HEC, Datadog intake, or generic webhook.
## Availability
The security audit trail is off unless it has been enabled for your Canvas instance. Reach out to Canvas Support to enable it and configure your audit trail or SIEM export settings.
## Audit trail access in Canvas
The customer-facing audit view is read-only. Access is controlled deliberately and requires both:
  - The audit view to be enabled for your instance.
  - The appropriate audit-view permission to be granted to the user or group that should see it.
No existing customer role receives audit-view access automatically. This keeps audit data locked down by default.
## SIEM export behavior
When SIEM export is enabled, Canvas sends audit events as batched newline-delimited JSON (NDJSON) over HTTPS. Export dispatch runs approximately every 2 minutes.
A delivery is considered successful when the configured endpoint returns a successful HTTP response. If your endpoint accepts a batch and then drops or rejects records downstream, Canvas may not be able to detect that from the dispatcher side. For that reason, customers should monitor their SIEM or intermediary pipeline for dropped-event counts and reconcile received events as needed.
## PHI and identifiers
Canvas supports two identifier modes for SIEM export:
  - **Direct:** sends Canvas patient and resource identifiers.
  - **Pseudonymized:** sends a keyed hash of those identifiers, supporting event correlation without sending reversible identifiers to the SIEM.
Pseudonymization is not the same as Safe Harbor de-identification.
## Retention and archive behavior
Audit events remain queryable in Canvas for the configured retention period, which defaults to 90 days. After that period, events move to secure S3 archive storage and are pruned from the retained Canvas view.
When SIEM export is enabled, Canvas only archives events that have been shipped or marked as unable to ship; unshipped backlog events are not archived before delivery handling completes.
## Configurable settings
Canvas Support can configure the following settings for your instance:
Setting| Description  
---|---  
`SECURITY_AUDIT_CAPTURE_ENABLED`| Records the audit trail once the capability is enabled for your instance. Turning it off stops recording entirely.  
`AUDIT_RETENTION_DAYS`| How long events stay queryable in Canvas before older events are archived. Defaults to 90 days.  
`SIEM_EXPORT_ENABLED`| Sends recorded events to your SIEM endpoint.  
`SIEM_ENDPOINT_URL`| The HTTPS endpoint where Canvas posts events.  
`SIEM_AUTH_HEADER_NAME`| The authentication header name Canvas should use when posting events.  
`SIEM_AUTH_HEADER_VALUE`| The authentication header value Canvas should use when posting events.  
`SIEM_PHI_MODE`| Controls whether Canvas sends direct identifiers or pseudonymized identifiers.  
`SIEM_BATCH_MAX`| Maximum events per request. Defaults to 500.  
`SIEM_MAX_ATTEMPTS`| How many times an endpoint-rejected payload is retried before it is set aside. Defaults to 5.  
## Retry behavior
Canvas retries temporary delivery failures, such as network errors, many server-side failures, and rate limits. Payloads rejected by the endpoint, such as malformed or oversized batches, are retried up to the configured maximum attempts before being set aside.
If an endpoint is unreachable, Canvas continues retrying and does not treat the payload as permanently rejected solely because the endpoint is unavailable.
----- END PAGE https://help.canvasmedical.com/articles/3718661267-security-audit-trail-and-siem-export


----- BEGIN PAGE https://help.canvasmedical.com/articles/3873660040-group-therapy-session-plugin
The Group Therapy Session plugin helps clinicians document a scheduled group therapy appointment once, then write individualized documentation for each attendee. When the session is documented, Canvas creates appointment-note content for each patient in the group and marks the documentation as ready for signature.
## Overview
Use this plugin when multiple patients attend the same group therapy session and the clinician needs to capture both:
  - **Shared session details** , such as the session topic, interventions, group name, and group process.
  - **Patient-specific details** , such as attendance status, participation, contribution, assessment, diagnosis, plan, and billing.
The plugin is designed for group therapy workflows, including sessions billed with CPT 90853.
## Before you begin
  - The group therapy appointment must be scheduled in Canvas.
  - The appointment should include the patients who attended or were expected to attend the group session.
  - Your organization must configure a group therapy template before documenters use the workflow.
  - Confirm your organization's billing rule before documenting, especially whether billing is applied once for the group session or per patient.
## Configure the group therapy template
Administrators can define the documentation template used by clinicians. The setup page supports a template name, reason for visit, CPT code, billing mode, and configurable documentation sections.
![Group Therapy Setup screen](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1782787558844-group-therapy-admin.jpg?Expires=253370764800&Signature=a97fTecbSdMLGs22t3ElmXe9iJNqp9ciysg-Gv8ipWGv-XeproO3OcKancwOR6YoRuxCAD2qQLpH1sCAiC5ZftYc7CBsDzweUUpYrlDkzdNkQoysZXD7edmyTTI~vfjoiElofbxTMHwERxKzQOtInIsy95arHr3tKm7AsMRQkMBqAfvmfDBiPHZMeveKW5W9866E4XWArC3DxO2o37ma~eA8s3Ykny7-C2dt-BjB9FhZnR2HIOTx2Ytv1r9pjRsxz8n6n1pG4Mfjx-fJuTUwpd9akr6aKCH92T3QI-WtmSwjD2m2FS7LyIXkfvL~kj3tu2mSSbGu0-eaDZEowjxy5g__&Key-Pair-Id=K3NV4LZ47N8M46)
For each section, choose:
  - **Scope** : Shared across the group or captured per patient.
  - **Type** : Multiple choice, free text, medications, diagnosis, plan, or billing.
  - **Questionnaire** : The questionnaire or choice set that supplies the section's options.
Example template sections include active medications, how the session was conducted, group name, session topic/theme, therapeutic interventions, group dynamic and process, patient participation level, intervention and response, assessment, diagnosis, plan, and billing.
## Document a group therapy session
  1. Open the Group Therapy Session app from Canvas.
  2. Select the session date.
  3. Choose the group session from the list. Sessions are shown with the time, provider, and patient count.
![Select a group session](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1782787558601-02-app-opened.png?Expires=253370764800&Signature=B-sdReygtO9euZLNDeJs-rTzYNG1zBtcvFBGpT0Nzth6ud~Jzj0dIFUD6ad6yimNKrF3zoZBW-CGBbt7IpVLI1jwhHWqci9EL3JUzVWeLmgxefeFtEw52nWsySLQpp06wO8~SeR2c~sP9zzK~6WIaGIOzn8C-AJVfkjy2vYSJV2LQa2AZfrYdAhwylTVcWJ~Qp-Th7nubMaF8WisnxCHoJkw0Q--PzPJ31SHUYhC5owQaooSulGLjENTITiDLKO6xzElYdI3Yt1Qdk1e5F7k7YipIZW-zBIRrFBBu2bNmFF~PRMdTVzFOYd-4NqzDOaoXAmVFw4SWqELSVXAQDt9ow__&Key-Pair-Id=K3NV4LZ47N8M46)
After you select a session, Canvas displays the session-level fields on the left and the selected attendee's patient-specific documentation on the right.
## Complete shared session details
Shared fields apply to every attendee's note. Depending on your template, these may include:
  - How the session was conducted: In person, Virtual, or Hybrid.
  - Group name, such as Therapy, CBT, DBT, or Virtual.
  - Session topic or theme.
  - Therapeutic interventions.
  - Group dynamic and process.
## Complete patient-specific details
For each attendee, document the information that is unique to that patient.
  1. Select the patient in the group session panel.
  2. Confirm attendance status: In Person, Virtual, or Absent.
  3. Review active medications if included in the template.
  4. Choose the patient participation level.
  5. Enter patient-specific contribution, intervention and response, assessment, diagnosis, and plan.
  6. Repeat for each attendee.
![Patient-specific group therapy documentation](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1782787558651-05-patient1.png?Expires=253370764800&Signature=mZKxLmhUTIPOwDI0VsNIyeCfsJa~2gYR-MKITcPKDYm~kLUtOmag8KuQIoa1Uwgt~mmWv5mWLPJ3jDW2KrdlSajmrQPPPK6OGzSWUsJJWNTN33D796iHxoYY6mbsU9OQiDGLddyizc64LKmdD9kj3XqpfkR4Lwel9R-SQ0MZqNauEvXaVEWqEGHQnL4L3uPbSczd8xA8WOLNBwEFW37A~pLZXSgpGwNiWnXxX0Z2scMvdhSCOZo70Yf16DVvhD~qqAPffad5KvaSCvAP0jswBLlcLOosOmiYt-ffX0KNXgvOnDZ7kpYZUXkYfockwgJLPERhnmPEuIEXmL5YQ5-rzg__&Key-Pair-Id=K3NV4LZ47N8M46)
## Document the session
When all required shared and patient-specific fields are complete, select **Document Session**. Canvas creates documentation for the session attendees. The confirmation page lists each patient as documented and provides an **Open chart** action for each chart.
![Documented session confirmation](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1782787558575-07-documented-confirmation.png?Expires=253370764800&Signature=C9eeInIjV7ROExyiJlJg06qV2kOQkt7hPAFOO3big5R3YlN8KmMTLGaeUyot0nSEKZ0-iR5KGigC98UhaODrziwTfEXviTm7RPlImJrhp49vPeUvzOqmSQtkc~3zLZy1SYTELUVLcZRh2UnYRg0J67yWrC-2IjhUjIClprYQhb8RY1XroOWuDqkBbNAGbyAmgyMSDYH~~DBxwDGwt6ZEN9q0-8~gQrKyYaelAHDNFxw7NHWHcq2VWbKVWXvkgMD-SKSlIlj3X74sENlzUYqs4wm4B5mrwtFyUr6cFNxMCBDypjLP7HLsWUfMr1kuOKDKP-5r8dX3Q1SDDshn30PeNg__&Key-Pair-Id=K3NV4LZ47N8M46)
## Billing
Billing behavior depends on the configured template and billing rule. In the example shown, CPT 90853 is applied per billing rule for each documented attendee. Review your organization's configuration before using the workflow in production.
## Troubleshooting 
  - **No sessions appear for the selected date:** Confirm the session is scheduled on that date and includes group attendees.
  - **The Document Session button is unavailable:** Select a group session and complete any required shared or patient-specific fields.
  - **A patient should not be documented:** Set the patient's attendance status appropriately, such as Absent, according to your organization's workflow.
  - **Billing does not look correct:** Review the Group Therapy Setup billing mode, CPT code, and billing section configuration.
## Install the Plugin
Find the plugin to install at <https://github.com/Medical-Software-Foundation/canvas/tree/main/extensions/group_therapy>
----- END PAGE https://help.canvasmedical.com/articles/3873660040-group-therapy-session-plugin


----- BEGIN PAGE https://help.canvasmedical.com/articles/3935780129-managing-historical-conditions
## Introduction
Patient conditions evolve over time. Some resolve, others require diagnostic updates, and many remain relevant as historical context. This article explains how to document past medical history, resolve active conditions, and change diagnoses in Canvas Medical while preserving important clinical information.
## User's Guide
### Documenting Past Medical History
The Past Medical History command documents conditions that are no longer active but may still impact clinical decision-making.
**To add past medical history:**
  1. Add the Past Medical History command to a new or existing note
  2. Complete the command fields:
     - **Past Medical History** : Previous medical condition (search by ICD-10 code or text description)
     - **Approximate Start Date** : Date when the condition began (e.g., "last week," "3 years ago," "2015," or specific date)
     - **Approximate End Date** : Date the condition resolved
     - **Show on Condition List** : Toggle on to display the condition in the patient summary
     - **Comments** : Additional notes pertaining to the condition (up to 1000 characters)
  3. Click **Record** to add the medical history to the patient record
**Key points:**
  - Searches ICD-10 codes similarly to the Diagnose command
  - Supports entering the code directly in addition to text search
  - Use free-text date entries for flexibility
### Resolving Active Conditions
The Resolve Condition command closes active conditions for patients when they are no longer relevant for tracking.
**To resolve a condition:**
Choose one of these methods:
  - Add the Resolve Condition command directly to a note
  - Click **Resolve** next to the condition in the Patient Summary
If the cursor is not positioned in a note before clicking Resolve, Canvas creates a Chart Review note to store the command.
**Complete the command fields:**
  1. **Resolve Condition** : The condition that is no longer relevant
  2. **Rationale** : Reason for resolving the condition
  3. **Show on conditions list** : If selected, resolved conditions appear at the bottom of the Patient Summary in gray non-bolded text
  4. Click **Record** to resolve the condition
### Changing a Diagnosis
The Change Diagnosis command allows you to update a condition to a more relevant diagnosis while preserving historical data.
**To change a diagnosis:**
  1. Add the Change Diagnosis command to a note
  2. Complete the following fields:
     - **Change Diagnosis** : Current condition being changed
     - **New Diagnosis** : Updated diagnosis (search using natural language or ICD-10; omit the decimal point when searching by ICD-10)
     - **Background** : Add additional background information to provide context for the updated diagnosis
     - **Today's Assessment** : Document observations made during the current visit reflecting the revised condition
  3. Click **Record** to update the patient record
**Billing implications:**
When the note is billable, the Change Diagnosis command ensures the billing footer and claim are updated. The new ICD-10 code is added for the revised condition, and the previous ICD-10 code associated with the original diagnosis is automatically removed.
**Historical data preservation:**
The Change Diagnosis command creates a new condition with the updated diagnosis while preserving historical data from the original condition. See the article on Assessing and Updating Conditions for details on how timelines are affected.
## Configuration & Set Up
No special configuration is required. Past Medical History, Resolve Condition, and Change Diagnosis commands are available by default in all patient charts.
## FAQ & Troubleshooting
**Q: What happens when I change a diagnosis?**
A: The Change Diagnosis command creates a new condition with the updated diagnosis while preserving the historical data from the original condition. The original condition is resolved with a note indicating the change, and the new condition includes the full assessment history from both diagnoses.
**Q: Can I undo a resolved condition?**
A: Once resolved, a condition cannot be automatically reactivated. If the condition becomes active again, add a new Diagnose command to document the recurrence.
**Q: How can I see resolved conditions in the patient summary?**
A: When resolving a condition, toggle on "Show on conditions list." Resolved conditions will appear at the bottom of the Patient Summary in gray non-bolded text.
## Related Resources
  - [Documenting New Diagnoses](/articles/9221634314)
  - [Assessing and Updating Conditions](/articles/7989321964)
**Keywords:** past medical history, resolve condition, change diagnosis, historical conditions, ICD-10 update, inactive conditions, billing updates
**Categories:** Clinical Documentation, Condition Management
----- END PAGE https://help.canvasmedical.com/articles/3935780129-managing-historical-conditions


----- BEGIN PAGE https://help.canvasmedical.com/articles/4083957452-print-batch-statement
## Introduction
Users have the ability to generate and print batch statements. 
  - All statements generate in a single PDF. If you do not desire to print all statements, you can select specific pages.
## Step by Step
  - Navigate to the menu, located on the top left-hand side
  - Select **Revenue**
  - Navigate to the green bannered **Post a payment** button located on the top left-hand side.
  - Click on the drop down arrow.
  - Select **Generate patient statements batch**
** _NOTE:_**_A pop up notification appears to confirm that the PDF is being generated._ _As stated on the notification, this process can take up to 10 minutes. A task is generated and assigned to the user that opted to_** _Generate patient statements batch._**
**_NOTE:_**_The task is also accessible from the panel view as it is visible on the overall task list_
  - Click on the **Task** icon
** _TIP:_**_The Task icon indicates when a new task has been assigned to the user; this is indicated by a red badge above the task._
  - Find the desired task within the Task List
  - Select **View**
  - Print the statements and download, if needed
  - Select **Done** on the task
# Resources
### [Print Batch Statements](https://www.loom.com/share/7d5eb1b0476b4f14a853bff32d507ae0?sid=ee24fe7c-01e0-48a1-a310-57d793951bcf)
----- END PAGE https://help.canvasmedical.com/articles/4083957452-print-batch-statement


----- BEGIN PAGE https://help.canvasmedical.com/articles/4119751144-command-visual-exam-finding
The Visual Exam Finding command is used to upload relevant images to the patient chart. 
## FAQ
**Q:** I made a mistake, how do I remove this command?
**A:** Commands can be entered in error, but not deleted. Please review the Entering a Command in Error document for more information.
**Q:** Why is the image so small? 
**A:** To maximize space within your note, the image is displayed as a thumbnail. Click the image to expand. 
**Q:** How do I print this command?
**A:** A command can be printed by using the triple dot menu to the right of the command and selecting the print option. 
## Step by Step
  - Navigate to the note you'd like to upload the image to
  - Click on the triple dot menu located on the right-hand side of the note header
  - Click **Link to Phone** and a QR code appears on the screen
  - Launch the Canvas App on your iPhone or any iOS device
  - Click **Scan QR Code**
  - Scan the QR code displayed on the patient chart with your iOS device
  - Within the Canvas App, select **Document Visual Exam Finding** from the menu options that are displayed once the app recognizes the QR code
  - Take the photo of the desired subject using the Canvas app
  - Crop, rotate, and resize as necessary using the native iOS controls at the bottom of the photo
  - Select **Done** once satisfied with the image, a blue checkmark appears when the image has been saved
  - Select **back** or the `QR` icon at the top of the app**** if all actions are completed for this patient
  - Navigate back to the patient chart in Canvas
  - Refresh page and the Visual Exam Finding Command should appear in the note along with the image
  - Type a Description/Title after the Command Title
  - Click **RECORD** to commit the command
# Resources
### [Video: Visual Exam Finding](https://www.loom.com/share/59dbec4949b24db7bf2e4161b96934aa?sid=dddcc7d9-afe3-45a9-ad24-df5f1f8a2cfd)
----- END PAGE https://help.canvasmedical.com/articles/4119751144-command-visual-exam-finding


----- BEGIN PAGE https://help.canvasmedical.com/articles/4129367510-commands-introduction
Commands are the foundational elements of medical records in Canvas, utilized for both documentation and order placement. Every command needs to be committed in order to be final. In the case of ordering commands like Prescribe and Lab Order, the order will not be sent until you commit the command. The only exception to the commit requirement is with the Reason for Visit which is always considered committed.
While commands share basic functionality, they are also unique. At the bottom of this article, the commands will be linked and any variant functionality will be shared.
# User's Guide
## Command Types
Commands organize structured data within a note. Each command is linked to a specific section of a traditional SOAP note and visually represented by a color-coded banner for easy identification.
Subjective| ⚫ **Black**  
---|---  
Objective| 🟢 **Green**  
Assessment| 🟠 **Orange**  
Plan| 🔵 **Blue**  
Procedures| 🟣 **Purple**  
History| 🟤 **Brown**  
Internal| 🔴 **Red**  
## Command Library
⚫**Subjective**
**Command**| **Carry Forward**| **When to use**  
---|---|---  
**Reason for Visit (RFV)**|  ❌ | Frames the motivation for the encounter. **Chief complaint** and **reason for visit** are used interchangeably. Always committed. Does not support the carry forward.   
[**History of Present Illness (HPI)**](https://canvas-medical.help.usepylon.com/articles/9270587920-command-history-of-present-illness)|  ✅ | Captures the patient's narrative about their current issue.  
[**Review of Systems (ROS)**](https://canvas-medical.help.usepylon.com/articles/7017593857-creating-questionnaires)|  ✅ | Screens for symptoms across body systems. ROS are considered micro-templates for specific findings and be customized for specific findings.  
[**Questionnaire**](https://canvas-medical.help.usepylon.com/articles/7017593857-creating-questionnaires)|  ✅ | Gathers structured patient input. Built using custom micro-templates. It is considered a micro-template that can be custom built to support a practice's needs.Does not support same encounter carry forward setting.   
🟢**Objective**
**Command**| **Carry Forward**| **When to use**  
---|---|---  
[**Vitals**](https://canvas-medical.help.usepylon.com/articles/9426091672-command-vitals)|  ✅ | Records vital signs during an encounter.  
[**Physical Exam (exam)**](https://canvas-medical.help.usepylon.com/articles/7017593857-creating-questionnaires)|  ✅ | Documents an examination that has been performed. It is considered a micro-template and can be custom built to document specific findings.  
[**Visual Exam Finding**](https://canvas-medical.help.usepylon.com/articles/4119751144-command-visual-exam-finding)|  ❌| Uploads images to the patient chart. Requires the [Canvas Remote](https://canvas-medical.help.usepylon.com/articles/5778885172-canvas-remote-on-ios) app on iOS.  
🟠**Assessment**
**Command**| **Carry Forward**| **When to use**  
---|---|---  
[**Assess Condition**](https://canvas-medical.help.usepylon.com/articles/7998893827-managing-conditions#assessing-a-condition-10)|  ✅ | Documents the assessment of an existing condition. Also accessible from the patient summary.   
[**Diagnose**](https://canvas-medical.help.usepylon.com/articles/7998893827-managing-conditions#diagnosing-a-condition-1)|  ❌ | Adds a new diagnosis to the patient's chart. Restricts adding duplicate diagnoses.   
[**Resolve Condition**](https://canvas-medical.help.usepylon.com/articles/7998893827-managing-conditions#resolving-a-condition-21)|  ❌ | Resolves an active condition currently listed in the patient's chart. Also accessible from the patient summary.  
[**Change Diagnosis**](https://canvas-medical.help.usepylon.com/articles/7998893827-managing-conditions#changing-a-condition-25)|  ✅ | Updates a diagnosis name/code without losing prior context such as the background or prior assessments.  
[**POC Lab Test**](https://canvas-medical.help.usepylon.com/articles/7060961677-point-of-care-poc-tests)|  ❌ | To order, document, and charge for a test that has been completed within the office at the time of the visit  
[**Lab Results Review**](https://canvas-medical.help.usepylon.com/articles/1652834476-processing-lab-reports#reviewing-results-from-lab-review-command-23)|  ❌ | Allows providers to review and document new lab results. Includes communication to share with the patient and internal comments which will not be shared with the patient or posted on any external facing documentation.  
[**Imaging Report Review**](https://canvas-medical.help.usepylon.com/articles/7566748234-process-image-results#review-from-imaging-review-command-16)|  ❌ | Allows providers to review and document imaging reports. Includes patient-facing communication and internal-only notes.  
[**Consult Report Review**](https://canvas-medical.help.usepylon.com/articles/8177085140-consult-report-review)|  ❌ | Used to document the review of a consult report. Providers can add internal comments and patient-directed messaging.  
[**Uncategorized Document Report Review**](https://canvas-medical.help.usepylon.com/articles/2240101532-command-uncategorized-document-review)|  ❌ | Documents the review of an uncategorized document, internal comments, and document how a patient should be made aware of results.  
[**Structured Assessment**](https://canvas-medical.help.usepylon.com/articles/7017593857-creating-questionnaires)|  ✅ | Records the assessment of an existing condition. Considered a micro-template that is custom built to document specific aspects of an assessment.  
[**Snooze Protocol**](https://canvas-medical.help.usepylon.com/articles/4408606761-care-protocols#snoozing-a-protocol-from-the-card-36)|  ❌ | Delays a protocol for a specified period.  
🔵**Plan**
**Command**| **Carry Forward**| **When to use**  
---|---|---  
[**Plan**](https://canvas-medical.help.usepylon.com/articles/7699598664-command-plan)|  ✅ | Summarizes the visit plan.  
[**Prescribe**](https://canvas-medical.help.usepylon.com/articles/5128727084-managing-medication-commands#prescribe-prescribing-a-medication-5)|  ✅ | Issues new prescriptions.   
[**Refill**](https://canvas-medical.help.usepylon.com/articles/5128727084-managing-medication-commands#refill-refilling-a-medication-29)|  ✅ | Issues a refill for an existing prescription.  
[**Approve Refill**](https://canvas-medical.help.usepylon.com/articles/5128727084-managing-medication-commands#approve-or-deny-electronic-refill-36)| |  Approves and notifies the pharmacy of a refill.  
[**Deny Refill**](https://canvas-medical.help.usepylon.com/articles/5128727084-managing-medication-commands#approve-or-deny-electronic-refill-36)| |  Denies a refill request and notifies the pharmacy.  
[**Stop Medication**](https://canvas-medical.help.usepylon.com/articles/5128727084-managing-medication-commands#stop-medication-discontinuing-a-medication-44)|  ❌| Ends a medication course or discontinues it.  
[**Adjust Prescription**](https://canvas-medical.help.usepylon.com/articles/5128727084-managing-medication-commands#adjust-prescription-adjusting-a-current-medication-39)|  ❌ | Updates an existing medication's dosage or schedule.  
[**Refer**](https://canvas-medical.help.usepylon.com/articles/8339414277-command-referrals)|  ❌| Creates and sends a referral.  
[**Lab Order**](https://canvas-medical.help.usepylon.com/articles/3065191197-placing-a-lab-order)|  ❌ | Orders lab tests electronically or via printed requisition.  
[**Image**](https://canvas-medical.help.usepylon.com/articles/2615916315-image-command)|  ❌ | Orders imaging studies.  
[**Instruct**](https://canvas-medical.help.usepylon.com/articles/4244748724-command-instruct)|  ✅| Documents instructions given to the patient.  
[**Educational Material**](https://canvas-medical.help.usepylon.com/articles/4966226408-educational-material-command)|  ❌ | Provides patient education using Healthwise content.  
[**Follow Up**](https://canvas-medical.help.usepylon.com/articles/4617508394-managing-appointments#scheduling-follow-up-appointment-86)|  ❌ | Prepares and schedules a follow-up appointment for a patient.  
[**Task**](https://canvas-medical.help.usepylon.com/articles/8460447495-task-management#creating-a-task-in-a-patient-s-chart-3)|  ✅| Assigns patient-linked tasks.  
[**Goal Commands**](https://canvas-medical.help.usepylon.com/articles/6744190871-goals-command)|  ✅| Tracks and updates patient care goals.  
🟣**Procedures**
**Command**| **Carry Forward**| **When to use**  
---|---|---  
[**Immunize**](https://canvas-medical.help.usepylon.com/articles/4155771468-command-immunize)|  ✅| Records and bills for in office vaccine administration.  
[**Perform**](https://canvas-medical.help.usepylon.com/articles/5988007695-command-perform)|  ✅| Records and bill for procedures completed in the office.  
🟤**History**
**Command**| **Carry Forward**| **When to use**  
---|---|---  
[**Allergy**](https://canvas-medical.help.usepylon.com/articles/9964004914-document-allergies#add-an-allergy-1)|  ✅| Records patient allergies.  
[**Remove Allergy**](https://canvas-medical.help.usepylon.com/articles/9964004914-document-allergies#remove-an-allergy-3)|  ❌ | Removes previously documented allergies.  
[**Medication Statement**](https://canvas-medical.help.usepylon.com/articles/5128727084-managing-medication-commands#medication-statement-documenting-historical-medications-2)|  ✅| Documents historical medication use.  
[**Immunization Statement**](https://canvas-medical.help.usepylon.com/articles/1379672479-command-immunization-statement)|  ✅| Adds historical immunization records.  
[**Family History**](https://canvas-medical.help.usepylon.com/articles/4598819098-command-family-history)|  ✅| Documents relevant family medical history.  
[**Past Medical History**](https://canvas-medical.help.usepylon.com/articles/7998893827-managing-conditions#documenting-past-medical-history-17)|  ✅| Adds past diagnoses or chronic conditions.  
[**Past Surgical History**](https://canvas-medical.help.usepylon.com/articles/5682206573-command-surgical-history)|  ✅| Records previous surgeries.  
🔴**Internal**
**Command**| **Carry Forward**| **When to use**  
---|---|---  
[**Clipboard**](https://canvas-medical.help.usepylon.com/articles/7347827514-command-clipboard)|  ❌| Used to copy and paste free text into the note. Will not be shared on any external documentation.  
[**Private Notes**](https://canvas-medical.help.usepylon.com/articles/6308348097-command-private-note)|  ✅| Internal notes that can only be seen by the creator of the note. Will not be shared on any external documentation.  
[**Create Coding Gap**](https://canvas-medical.help.usepylon.com/articles/5456716623-understanding-coding-gaps#:~:text=better%20patient%20care-,Creating%20a%20Coding%20Gap,-Document%20potential%20coding)|  ✅| Document a potential coding gap by suggesting a diagnosis that may be missing from the patient's record  
[**Validate Coding Gap**](https://canvas-medical.help.usepylon.com/articles/5456716623-understanding-coding-gaps#validating-coding-gaps-14:~:text=the%20patient%27s%20record.-,Validating%20Coding%20Gaps,-Confirm%20suggested%20coding)|  ✅| Confirm a suggested coding gap as clinically relevant and document its validity in the patient's record.  
[**Assess Coding Gap**](https://canvas-medical.help.usepylon.com/articles/5456716623-understanding-coding-gaps#assessing-coding-gaps-34:~:text=or%20additional%20deferral.-,Assessing%20Coding%20Gaps,-Review%20coding%20gaps)|  ✅| Review a coding gap and either accept or refute it.  
[**Defer Coding Gap**](https://canvas-medical.help.usepylon.com/articles/5456716623-understanding-coding-gaps#deferring-coding-gaps-28:~:text=to%20the%20command-,Deferring%20Coding%20Gaps,-Temporarily%20postpone%20action)|  ✅| Temporarily postpone action on a coding gap when additional information or follow-up is needed before making a decision.  
## Command Function
Commands facilitate structured data entry in patient charts and are essential for efficient and accurate documentation.
### Creating a Command
  - Within a note, type the name of the desired command into the note body.
  - Add each command on a new line.
  - Click or use keyboard navigation to select the appropriate command from the dropdown list.
**Command Fields:** consist of free text, structured and/or required fields. 
  - **Free text** : Open entry without restrictions.
  - **Structured fields** : Dropdown menus for selection.
  - **Required fields** : Marked with red text and must be completed before committing the command.
### Committing a Command
  - Click the colored button to the right of the command
    - Click the colored button to the right of the command (e.g., Record, Sign, Designate).
### Removing a Command
  - An uncommitted command can be removed from a note by clicking the `X` button to the right of the command
  - Once the command is committed, it cannot be reverted. If an error is made, the command will need to be entered in error.
## Command Placement
Commands can be added directly to open notes or create new notes as necessary
### Placing a Command in an Encounter Note
  - Place the cursor within an open note in the patient's chart.
  - Use the relevant button in the Patient Summary or associated card in the Patient Panel to add the command.
### Placing a Command into a Chart Review Note
  - Open the patient's chart but **do not** click into a note.
  - Click an action button (stop, refill, review, etc) in the Patient Summary or Patient Panel to add a command. This creates a new Chart Review Note automatically.
  - Refresh the chart or manually create a new Chart Review Note if needed to ensure proper placement.
Commands initiated from the User Panel Filters in the Schedule View automatically create a locked Chart Review Note, eliminating the need to manually open the patient's chart.
## Moving Commands to New Note
The **Move Commands** feature allows uncommitted commands to be transferred from one note to another. 
  - Open the note with the uncommitted commands that need to be moved.
  - Click the triple-dot menu in the note header and select **Move Commands** from the dropdown to open the modal.
  - Use the dropdown menu in the modal to choose the note where the commands will be moved.
  - Use the link in the confirmation message to verify that the commands have been successfully transferred
Only SDK enabled commands are able to be moved to a new notes. Reason for Visit will always remain in the original note.
## Keyboard Navigation
Keyboard navigation increases user efficiency by allowing the completion of commands without the need of a mouse. While keyboard navigation is entirely optional, it does ensure streamlined, efficient charting and documentation in Canvas.
**Navigation Basics**
  - **ENTER** to select
  - **TAB** to navigate fields
  - **ARROWS** to move through dropdown menus
**Navigating Fields**
  - **Free-text** : Openly type in field
  - **Dropdown menu** : Use **up/down arrows** to navigate and **ENTER** to select.
  - **Move fields** : Press **TAB** to move to next field
  - **Toggle/Radio Buttons** : Press **ENTER** to switch on or off.
**Committing Command**
  - After completing fields, press **TAB** to highlight the commit button and press **ENTER**.
    - If the commit button has a dropdown - press **TAB** again, navigate with **ARROWS** , and press **ENTER** on the selected option.
**Highlighting Text**
  - **SHIFT + L/R arrows** : One letter at a time
  - **SHIFT** \+ **Up/Down arrows** : One line at a time
  - **SHIFT** \+ **CTRL (Windows)** or **OPTION (Mac)** \+ **L/R arrow** : One word at a time
## Triple Dot Menu
Every command holds a triple dot menu to the right of the command. This opens a list of options pertaining to the command. Standard items found:
  - **Carry Forward** : Pulls in the last recorded response. Disabled for commands intended to reference patient-specific data.
  - **Audit History** : Logs actions taken on the command with timestamps and user details.
    - **Uncommitted Commands:** Version history is accessible for uncommitted commands through the audit history. Users can click **Expand** and **Collapse** to navigate through various versions.
      - To restore a previous version, click **Revert** to replace the current state with the selected version.
    - **Committed Commands:** Version history becomes unavailable once a command is committed. The audit history will instead display a log of updates made before commitment.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1727802804948-1727734432900-1727731167980-Screenshot2024-09-30at5.03.13PM.png-99757fcd-1acc-430c-88f7-b5c2df455dd3-2bea6834-785d-4dd7-80e5-c0d8f439b348?Expires=253370764800&Signature=C6xz0aRaAu~Jm23wYaEkDaizl3YJvwkKIVuTeKOqU0ZDdYcYnGyufbTvsr2~017i13A~JRljTv7dlu1Nx5nm5gXxocaF-q05ylOsgHVaj2Q4J8TgeEORT4E~Gz8VSQS1x-hErmwCykbjAp4uV9LcULhPeuex7SW0P5LG~Ya-VvX5LTBcgfX1NQWrRRGJwo5Sb-iPEhtj1sYhLgISVpKnXAzAwoaq~t5EeRFrmc3qCrIOUNx8ULuf-kYAEdxDARFu9Jx90HQvD2Bcn58DG~4FaWbxvxj6Manor2cm1QPQGK53E0fFdUGI~mD~rdwmlwPfqISNYWk-UqO8KQaOsFQ5Cw__&Key-Pair-Id=K3NV4LZ47N8M46)
  - **Print** : Allows command targeted printing or saving as a PDF.
  - **Enter in Error** : Marks committed commands as errors to remove from the patient record. It will be retained in the note with a strikethrough.
  - **Create or Update Automation** : Allows users to organize commands into reusable templates for efficiency and consistency. Review the [Automations article](https://canvas-medical.help.usepylon.com/articles/7126006931-automations) for further details.
# Configuration & Set Up
## Managing Command Type Settings
Enabling or disabling specific commands ensures streamlined workflows and reduces clutter in patient charts:
To enable Command Type Settings, the practice must contact Canvas Customer Support to activate this permission.
  - Navigate to **Settings > Practice: Command Type Settings **to configure which commands are available for note documentation.
  - Search for commands needing modification using the search bar or filters.
  - Select the checkbox next to the command(s) needing modification
  - From the **Action** dropdown, select either **Mark as active** or `Mark as inactive` and click `Go` to apply the changes
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1728307185017-1727722528713-AD_4nXdgvzM0q0PTW2FCPLCdlhCp25CflgYaiF5P3b0MH6gu0eczUHM3oQcJNyBpqVB-luWNzI98QzUmIVcGoqyT7r97pYDfwpN8HHFYcftBh2DfAO64iShutyj38hV3udAF_uhRNxYSBN3KLHeqbAmd9jsigvhr-08611d17-2aad-4826-b121-4812c09fff60-c258b5aa-53a9-44c6-be66-ddbe8b6d8534?Expires=253370764800&Signature=eSeco-fhQtLMUd0my90gmMZBpu9g9jaoZawIc~MlYgEfBLmc0wqeGIqcjF3nmL8go1Bjqii7EwRG6JDx~O~aAE6S0I2FTSVE~Fk2FM5IGALW~ibA8W99FzOeZIeeL~eWUhZbpbTJfyT347CDuSG1g~3JBWjYckCCYHdpS1MUxDLQ2~edsGa4tIyH3VEeB6K9IKgyJEYEeHNMHyu1VXYOkCSXy9HEZV43Zu2sFqHuWA4xthGEd3sEezNV3hv8hc8Tau0X5cdzM7vADp6rsilb~P03fCbYz01SV8s-YpU57UV~5iUgASCzHpEo6CffRKXZm5Rx40Uz6fURbNjY3Bz0AQ__&Key-Pair-Id=K3NV4LZ47N8M46)
This setting applies exclusively to commands manually entered in the chart note. Users can still add commands in other parts of the application, such as the Patient Panel or Summary section.
Automations are unaffected by [disabling command types](https://canvas-medical.help.usepylon.com/articles/4129367510-commands-introduction#managing-command-type-settings-40). If a command is needed in an automation but not independently, create the automation before disabling the command.
# SDK Enabled Commands
The SDK command framework simplifies Canvas commands with a streamlined data model that improves performance, prevents data loss, and enables better keyboard navigation. It also adds the ability to carry forward previous responses, use partially complete commands in automations, and maintain a full audit trail of all changes. [Learn more about SDK commands.](https://docs.canvasmedical.com/product-updates/commands-module/)
# FAQs
**Q: Can I delete a command after it has been committed?**  
A: No, once a command is committed it cannot be deleted. Instead, you can use the **Enter in Error** function to mark it appropriately.
**Q: What happens if I forget to commit an ordering command?**  
A: The order will not be processed or sent until the command is committed.
**Q: Can commands be moved after being committed?**  
A: No, only **uncommitted** commands can be moved between notes.
**Q: Why can't I find a specific command in my note?**  
A: Check if the command is marked as inactive in **Command Type Settings**.
**Keywords & Metadata**
  - **Keywords** : commands, documentation, charting, clinical workflows, committing commands, chart review notes, move commands, command types, editing commands. remove commands
  - **Categories** : Documentation, Clinical Workflows, Canvas Medical Guide
----- END PAGE https://help.canvasmedical.com/articles/4129367510-commands-introduction


----- BEGIN PAGE https://help.canvasmedical.com/articles/4139939121-upload-logo-background-image-staff-photo
You can update your organization logo, background image, and staff photos directly in Canvas Settings.
# Before you begin
  - Use a public direct image URL or upload the image directly where supported.
  - Use **.png** or **.jpg/.jpeg** files for best results.
  - For staff photos, use a square, high-resolution image.
# Update your logo or background image
  1. Go to **Settings > Organization** under the **Practice** heading.
  2. Find the image field you want to update, such as the **Logo** or **Background Image** setting.
  3. Upload the image directly if the upload option is available for your environment.
  4. If direct upload is not available, paste a **public direct URL** to the image into the appropriate field.
  5. Save your changes.
  6. Refresh the page to confirm the new image appears.
**Note:** Practice-specific images may be managed at the practice location level.
## Background gradient
The **Background Gradient** setting uses gradient code rather than an image file. If you want to update the gradient, enter the required gradient value in that field instead of uploading an image.
# Update a staff photo
  1. Go to **Settings > Staff** under the **Practice** heading.
  2. Select the staff member you want to update.
  3. Find the **Photo** field.
  4. Upload the photo directly if the upload option is available, or enter a **public direct URL** for the image.
  5. Save your changes.
## Staff photo guidelines
  - Use a high-resolution **.png** or **.jpg** file.
  - Format the image as a square for the best display.
  - A file size under **50 KB** is recommended.
# Troubleshooting
## The image does not appear after saving
  - Refresh the page after saving.
  - Confirm the image URL is public and links directly to the image file.
  - Confirm the file format is supported.
## I do not have a public image URL
If you do not have a publicly accessible URL for your image, you can upload the image file directly to Canvas.
# Related resources
  - [Managing Staff Profiles](https://help.canvasmedical.com/articles/4283873790-add-a-new-staff-member)
----- END PAGE https://help.canvasmedical.com/articles/4139939121-upload-logo-background-image-staff-photo


----- BEGIN PAGE https://help.canvasmedical.com/articles/4155771468-command-immunize
The Immunize command is available to document the administration of a vaccine.
## FAQ:
**Q:** I cannot find the immunization I need to document. What do I do?
**A:** Immunizations administered within the clinic must first be added to the list of available vaccines. Please review Managing Vaccines for further information.
**Q:** What is the difference between the Immunize command and Immunization Statement command?
**A:** The Immunize command is used to document and charge for an immunization administered within the clinic. The Immunization Statement command is used to document immunizations given to the patient outside of the clinic.
**Q:** How do I print the Vaccine Information Statements (VIS) sheet?
**A:** The most up-to-date VIS (Vaccine Information Statements) are available from the CDC at this link.
**Q:** Can I document multiple vaccinations at once? 
**A:** Each vaccine requires an individual Immunize command. However, automations are powerful tools that can help assist with vaccines frequently administered together such as routine childhood vaccines. Please review our article on how to set up an automation for additional information. 
**Q:** I made a mistake, how do I remove this command?
**A:** Commands can be entered in error, but not deleted. Please review the Entering a Command in Error document for directions. 
**Q:** How do I print this command?
**A:** A command can be printed by using the triple dot menu to the right of the command and selecting the print option. 
**Q:** Where does the Immunize command populate options from?  
**A:** The immunize command populates from vaccines in settings. 
## Step by Step:
This process begins in an open note of the patient chart.
  - Type "_immunize_ " into a blank line within the clinical note.
  - Select command by pressing **Enter** on the keyboard. 
![2020-10-06_09-06-24__1_.gif](https://canvas-medical.zendesk.com/guide-media/01GV6CC28DNDF4MKJ7S148TKXX)
  - Select the desired vaccine being administered and the payer (if available and applicable)
  - Advance through the remaining fields by pressing **Tab** between each field:
    - **SIG:** instructions for taking the medications. **Field has a 75 character limit.**
    - **Manufacturer** : name of the manufacturer. **Field has a 100 character limit.**
    - **Lot Number** : identification number of vaccination. **Field has a 20 character limit.**
    - **Expiration Date** : date of the inoculation's expiration 
    - **VIS Consent** : Vaccine Information Statement consent given
    - **Given By** : the administrator of vaccine
![mceclip0.png](https://canvas-medical.zendesk.com/guide-media/01GV6CC02E8FFKPA4ATG18W5BT)
  - Click **IMMUNIZE** to commit the command.
# Resources
### [Video: Immunize Command](https://www.loom.com/share/b1d1c8d77da4474fbab505306a1cb5a5?sid=d8fca524-44e7-4cd2-af76-cff494da556f)
----- END PAGE https://help.canvasmedical.com/articles/4155771468-command-immunize


----- BEGIN PAGE https://help.canvasmedical.com/articles/4244748724-command-instruct
The Instruct command is available to document instructions given to a patient during a visit
## FAQ:
**Q:** I made a mistake, how do I remove this command?
**A:** Commands can be entered in error, but not deleted. Please review the Entering a Command in Error document for directions. 
**Q:** How do I print this command?
**A:** A command can be printed by using the triple dot menu to the right of the command and selecting the print option. 
## Tips and Tricks
  - Instruction headings can be selected from the pre-populated list or customized with free text. 
  - Printing the instruct command will display any included comments within the command along with the provider signature image. 
## Step by Step
This process begins with an open note of the patient chart. 
  - Type " _instruct_ " into a blank line within the note
  - Select command by hitting **Enter** on your keyboard
  - Type the desired instruction.
  - Click **Enter** to select the desired instruction 
  - Navigate through the remaining fields by selecting Tab between each field:
    - **Comment:** enter any specific instructions or comments. **Field has a 2000 character limit.**
  - Click**RECORD** to commit the command
## Printing the Command
  - Use Instruct command as shown above
  - Select the triple dot menu to the right of the command
  - Select **Print** to open a print modal
# Resources
### Video: Instruct Command
----- END PAGE https://help.canvasmedical.com/articles/4244748724-command-instruct


----- BEGIN PAGE https://help.canvasmedical.com/articles/4252387326-troubleshooting-prescription-errors
If a prescription does not send successfully, the next step depends on whether the prescription is controlled or non-controlled, where the error appears, and whether the issue is caused by missing data, authentication, or pharmacy transmission.
This FAQ covers the most common prescription errors in Canvas Medical and how to resolve them.
## Before you begin
If a prescription shows an **Error** badge, hover over the error badge next to the triple dot menu on the command to view more detail before troubleshooting.
## Frequently Asked Questions
### Why did my prescription fail to send?
Prescription errors usually fall into one of these categories:
  - Missing or invalid patient information
  - Missing or invalid staff information
  - DrFirst authentication issues for controlled substances
  - Invalid characters or formatting in prescription fields
  - Pharmacy or network transmission errors
Review the error message and use the sections below to identify the most likely cause.
### Does the patient need a full address to send a prescription?
Yes. Patients must have at least one complete address in their profile to facilitate proper prescription delivery.
The address must include:
  - street
  - city
  - state
  - ZIP code
  - country
The address settings must also be configured as:
  - **Type** : **postal** or **both**
  - **Use** : **home**
### What does Error Code 100 mean when sending a controlled substance?
Error Code 100 usually means DrFirst rejected the prescription because required data did not pass validation.
Common causes include:
  - The patient's **Sex at Birth** is missing or not set to **Male** or **Female**
  - The patient address is incomplete
  - The patient address is not set up as a valid home or postal address
  - The patient name contains unsupported special characters
  - The prescription instructions or pharmacist note contain line breaks or unsupported characters
**How to fix it**
  1. Open the patient chart
  2. Confirm the patient has a complete address with street, city, state, ZIP code, and country
  3. Confirm the address **Type** is set to **postal** or **both**
  4. Confirm the address **Use** is set to **home**
  5. Confirm **Sex at Birth** is set to **Male** or **Female**
  6. Remove special characters from the patient name if present
  7. Remove line breaks or unusual characters from the **SIG** and **Notes to pharmacist** fields
  8. Send the prescription again
### What does a 500 error mean?
A 500 error usually indicates a transmission or pharmacy-side problem.
**How to fix it**
  1. Confirm the selected pharmacy is still in business
  2. Search for the pharmacy online to verify it is still open
  3. If the pharmacy has closed, create a new **Prescribe** command and send the medication to a different pharmacy
### What does a 900 error mean?
A 900 error means the pharmacy or prescription network did not accept the medication.
Common reasons include:
  - temporary downtime at the pharmacy
  - the pharmacy does not dispense the prescribed medication
  - the patient's insurance is not accepted by the pharmacy
  - the prescribing provider's ePrescribing enrollment is incomplete, inactive, or not yet recognized by the pharmacy network
If you receive this error, hover over the **Error** badge to review the full error text. If the message says the prescriber is not known to the pharmacy network, or that the message type is not supported by the sender, confirm the prescribing provider's ePrescribing enrollment is complete and active.
If the provider was recently enrolled or updated, allow time for the pharmacy network to recognize the change. If the error continues, contact Canvas Support with:
  - the exact error text
  - the prescribing provider
  - whether the prescription is controlled or non-controlled
  - the pharmacy name
  - an example patient or prescription, if available
### What if the prescription is stuck in Pending?
For controlled substances, **Pending** usually means the prescription was sent from Canvas to the DrFirst signing workflow, but the signing process was not completed.
This commonly happens if the signing window was closed before the provider finished entering the passphrase and one-time password.
**How to fix it**
If the DrFirst signing process was not completed, the original prescription cannot be resent. Create a new command instead:
  - use **Adjust Prescription** for a current medication
  - use **Refill** for a refill
  - use **Prescribe** to issue a new prescription
Review the existing medication before sending a replacement so you do not create duplicate entries in the chart.
### Why did I get an authentication failed or access denied message?
This message appears on the DrFirst screen and usually means there is a DrFirst authentication problem for a controlled substance prescription.
Most of the time, this means there is an issue with the provider's passphrase.
  - The passphrase should not include special characters
  - If the passphrase was forgotten, it must be reset in DrFirst
Other possible causes include:
  - incorrect OTP
  - expired OTP
  - wrong token selected
  - device clock not synchronized correctly
**How to fix it**
  1. Re-enter the passphrase carefully
  2. Generate a fresh OTP and submit it before it expires
  3. Confirm the selected token matches the token shown in your VIP Access app
  4. Make sure your phone's date and time are set to update automatically
  5. Reset the passphrase in DrFirst if needed
If the problem continues, review DrFirst's troubleshooting guide for additional steps.
### What does "Name does not match prescriber information" mean?
This error appears in DrFirst when the provider's name in their Canvas staff profile does not match the name listed on their medical license.
**How to fix it**
  1. Update the provider's name in their staff profile so it matches their licensed name
  2. Create a new prescription
### What does "Staff for specified staff_key is missing an address" mean?
This usually means the prescribing provider has a supervising physician with an incomplete staff profile.
**How to fix it**
Update the supervising physician's staff profile so it includes a complete address with street, city, state, and ZIP code. After the profile is updated, try sending the prescription again.
### Can special characters cause prescription errors?
Yes. Some prescription integrations do not accept special characters in patient names or prescription fields.
This can affect:
  - patient names
  - SIG instructions
  - pharmacist notes
  - other free-text fields
**How to fix it**
Remove unsupported special characters and re-enter the text using plain letters, numbers, and standard punctuation where possible. Also remove line breaks from prescription instructions before sending.
### Why won't a controlled-substance prescription open the DrFirst signing window?
If the DrFirst signing window does not appear, confirm that:
  - the provider is fully enrolled for EPCS
  - the provider's DrFirst access is active
  - the correct prescribing workflow is being used
If enrollment or token setup is incomplete, the provider may not be able to finish the prescription.
### Why did my refill error from the patient summary?
Refills will error if they are being refilled from a free text medication statement.
You can determine this by hovering over the medication in the patient summary and checking whether it is a free text medication entry.
If the medication was documented as a free text medication statement, create a new prescription instead of using the refill workflow.
### What does Error status mean on a prescription?
An **Error** status means the prescription was not successfully transmitted.
This can happen because of:
  - missing patient or staff information
  - invalid formatting
  - pharmacy data issues
  - third-party transmission failures
**What to do next**
  1. Review the prescription details
  2. Confirm patient and staff records are complete
  3. Remove unsupported formatting
  4. Retry the prescription
If the error continues after reviewing the chart data, contact support with the exact error message, whether the prescription is controlled or non-controlled, the prescribing provider, and the pharmacy name.
### What if the pharmacy information is wrong?
In some cases, a prescription may fail because the receiving pharmacy record is outdated or invalid.
Examples include:
  - incorrect pharmacy address
  - outdated NPI or routing details
  - third-party pharmacy directory mismatch
If the error appears tied to a specific pharmacy, try selecting the pharmacy again or choosing the correct matching location from the search results.
### Why did the prescription fail after I entered all the required fields?
Some required values may still be incomplete or invalid, even if the command looks filled out.
Examples include:
  - missing quantity to dispense
  - invalid refill values
  - unsupported text formatting
  - incomplete patient demographics
  - incomplete staff demographics
Review the full command carefully before resending.
### When should I contact support?
Contact support if:
  - you corrected the patient and staff data but still see the same error
  - the issue affects multiple users or multiple prescriptions
  - the error appears to be a transmission or system issue
  - the prescription status does not update after retrying
  - you suspect a pharmacy directory or third-party integration problem
  - the reason for the error still cannot be determined
When you contact support, include the exact error text and whether the issue occurs for controlled or non-controlled prescriptions.
## Related Articles
  - [Managing Medications](/articles/5128727084)
  - [Troubleshooting EPCS Authentication Errors](/articles/5551249431)
  - [Electronic Prescribing of Controlled Substances (EPCS) Enrollment](/articles/8630998726)
----- END PAGE https://help.canvasmedical.com/articles/4252387326-troubleshooting-prescription-errors


----- BEGIN PAGE https://help.canvasmedical.com/articles/4283873790-add-a-new-staff-member
Setting up staff profiles in Canvas enables team members to access relevant tools and permissions based on their roles. When a new staff member joins the team, they should be added as a staff member in Canvas prior to their start date. Depending on their role, there may be additional setup and details needed, such as license configuration, work addresses, and integration setups.
# User's Guide
## Role-Specific Setup Requirements
Before setting up the profile, determine what additional setup is needed based on their role:
  - **Licensed Staff** : Plan to add licenses and a work address to provider profiles
  - **Lab Ordering** : Plan to complete Health Gorilla setup and ensure Canvas Support updates settings
  - **Prescribers** : Plan to set up eRx and DrFirst, adding necessary details in their profile
# Configuration & Set Up
## Creating a New Staff Profile
  1. Navigate to **Settings > Practice: Staff**
  2. Click the **ADD STAFF +** button to initiate creation of a new profile
### Completing Staff Details
Fill out the following required and recommended fields:
  - **First Name**
  - **Last Name**
Provider names must match exactly as they appear on their medical license to avoid potential prescription errors.
  - **Date of Birth** : Displays on prescription orders for providers. Non-clinical staff can have a placeholder date of birth (e.g. 01/01/01)
  - **Last Known Timezone** : The user's timezone
    - When specified, the provider's timezone will be specified on their individual schedule view if it differs from the user.
  - **Sex at Birth** : Select from dropdown
  - **Primary Practice Location** : Choose from available locations
  - **NPI Number** : Required for all staff members
    - Keep default 1111155556 for non-clinical staff
    - Update with valid NPI for providers
  - **Tax ID** : Provide the appropriate Tax ID based on the billing method, whether for an organization or a specific practice location.
    - While optional, leaving blank for providers triggers [claim check alerts](https://canvas-medical.help.usepylon.com/articles/9992348572-claim-management#claim-checks-87)
  - **Tax ID Type, Language, and Schedule Column Ordering** : Keep as default settings
  - **Signature** : Displays as provider signatures on all visit notes, printed lab or imaging order requisitions, referrals, and can be included in letter templates.
  - **Personal Meeting Room Link** : A direct link to virtual exam rooms used for telehealth visits.
  - **Supervising Provider** : Physician the provider operates under
## Uploading Staff Signatures
  1. The provider's signature will need to be saved to the user's device with the following requirements:
     - Transparent or solid white background
     - Thick, bold lines
     - Closely cropped to the signature
     - File format is png or jpeg
  2. Click **Choose File**
  3. Select and upload the prepared signature file
## Configuring a Telehealth Exam Room
For telehealth providers only
  1. Add the provider's direct link to the **Personal Meeting Room Link** field.
  2. Once saved, click the **current** link to confirm it routes correctly.
  3. During telehealth visits, the provider will be directed here when the blue camera button is clicked in the note heading.
## Adding a Provider's Supervising Physician
  1. Click the dropdown on the **Default Supervising Provider** setting
  2. Select the provider's supervising physician from the dropdown
     - This supervising physician will default on any Prescribe command for the provider
     - The supervising physician's profile will also need to be completed to send prescriptions successfully
> **Check the profile** — Supervising providers must have first and last name, valid NPI, phone and work address in their profile or the prescriptions will error when sent.
## Staff Photo Guidelines
Keep the field set to default unless a formatted personal photo is available to replace the avatar.
  1. Acquire a public direct URL for the staff photo or [reach out to Canvas Support](https://portal.usepylon.com/canvas-medical/forms/standard) to host the image.
     - Ensure the image is a high-resolution .png or .jpg file for optimal display.
  2. Enter the URL in the **Photo** field.
## Assigning Staff Roles
  1. Under the **Staff Roles** heading, click to expand the **Role** dropdown
  2. Select the appropriate staff role for the staff member
  3. To add multiple roles:
     - Click **\+ Add another Staff role**
     - Select additional roles as needed
For more information on creating staff roles, refer to [_Staff Roles_](https://canvas-medical.help.usepylon.com/articles/6649603926-staff-roles).
**Note:** When creating new clinical roles, additional configuration may be required:
     - Add the role's **internal code** to **SCHEDULABLE_STAFF_ROLES** under **Practice: Organizations** if the role should appear on the schedule
     - Add the role's **internal code** to **PRESCRIBER_STAFF_ROLES** under **Practice: Organizations** if the role needs to prescribe medication
     - If modifying permissions on existing roles, unassign and reassign the role to current users for changes to take effect
## Adding Staff Contact Points
  1. Ensure all required contact points are completed.
     - **System** : Specify the contact method.
       - **Email** : Mandatory for all staff to facilitate password resets and system notifications.
       - **Phone:** Required for prescribing providers to discuss patient-related matters.
         - Appears on externally sent documents (e.g., referrals, prescriptions, imaging/lab orders).
         - Enter numeric values only, exclude special characters or formatting.
       - **Fax** : Required for prescribing providers to discuss patient-related matters.
         - The fax number is provided by Canvas during implementation.
         - Enter numeric values only, exclude special characters or formatting.
         - Appears on externally sent documents (e.g., referrals, prescriptions, imaging/lab orders).
     - **Value** : The provider's email, phone, or fax, depending on the selected system.
       - Phone and fax numbers must be numeric only. Numbers are autoformatted on documents.
       - Including special characters will distort the format and exclude digits on documents.
     - **Use** : Retain the default setting — **Work**.
       - Changing this setting may cause errors when sending prescriptions, orders, or result in empty contact fields.
     - **Use Notes** : Add any internal comments regarding the contact point.
     - **Rank** : Retain the default setting — **1**.
  2. Click **+Add another Staff contact point** to include additional points of contact.
## Adding a Staff Addresses
Required for prescribing providers or staff with licenses listed in their profile
  1. Click **\+ Add another Staff address**
  2. Complete address fields
  3. Set the **Use** field to **Work**
  4. Set the **Type** field to **Postal** or **Both**
## Adding Staff Licenses
For providers to prescribe in Canvas, licenses must be added to their staff profile.
### Required Licenses
  - **State License** : Required for all prescribing providers
  - **DEA** : Required for providers prescribing controlled substances
### Adding a License
  1. In the staff license section, click **\+ Add another Staff license**
  2. Complete **Staff License** fields
     - **Issuing Authority Long Name**
       - Required if "Other" is selected for license type
       - Leave blank for other license types
     - **Issuing Authority Short Name** : Leave blank
     - **Issuing Authority URL** : URL to website of issued license
     - **License or Certification Identifier** : Associated license number
     - **Issuance Date** : Date the license was issued
     - **Expiration Date** : Date the license expires
     - **License Type** : Select from dropdown
       - CLIA
       - DEA
       - PTAN
       - State License
       - Taxonomy
       - SPI
         - Surescripts Provider Identifier
         - This selection will be primarily for Canvas' use
         - Canvas creates a SPI for each prescribing provider. For assistance with prescribing enrollment, [contact Canvas Support](https://portal.usepylon.com/canvas-medical/forms/provider-enrollment-for-prescribing-and-lab-ordering)
       - Other
     - **Primary** : Applicable only to State and DEA licenses.
       - Only one license per type can be designated as primary.
       - If the box is left unchecked (default), the first entered license will appear on external documents when multiple licenses of the same type are added.
       - If the box is checked, the selected license will be displayed on external documents (e.g., prescriptions) regardless of the order in which licenses of the same type were added.
     - **State** : Associate the license with the state it was issued
       - Required if **State License** is selected for the license type
  3. Repeat steps 1-3 for each additional license needed
## Staff Settings
  - Managed by Canvas
## Managing Team-Staff Relationships
Canvas allows various staff members to be a part of different teams. Each team will carry a different responsibility
  - Teams will auto-generate based on the staff's assignments in the **Practice: Teams** setting
  - To manually assign teams:
    - Click **\+ Add another Team-staff relationship**
    - Select a created team from the dropdown
    - Repeat for additional teams as needed
Refer to our [Teams article](https://canvas-medical.help.usepylon.com/articles/5123845479-teams) for details on how to create teams
## Mass Importing Staff with the Staff Loader
### Preparing the Staff Loader Sheet
  1. Access the formatted staff loader sheet from the Google Drive (provided during implementation)
  2. Do not modify the column headings
  3. Fill in staff data using the following format
     - **Demographics**
       - **First Name**
       - **Last Name**
Provider names must match exactly as they appear on their medical license to avoid potential prescription errors.
       - **DOB** : Use MM-DD-YYYY format
       - **Role** : Use the role's **Internal Code** , not the display name
         - Only one role can be assigned using the staff loader
       - **Primary Practice Location** : Leave blank to default to the main location set under the **organization setting** specify an alternate practice location
         - Must match the practice location name in Canvas
       - **Email**
       - **Phone** : Numbers only, no special characters or spaces
       - **NPI** : Use 1111155556 for non-clinical staff and the true NPI for providers
     - **Provider Licensing**
       - **State License Fields**
         - **License Name**
         - **License Nickname**
         - **License URL** : Leave blank (not required)
         - **License Number**
         - **License Issue Date** : MM-DD-YYYY format
         - **License Expiration Date** : MM-DD-YYYY format
       - **DEA License Fields** : Only needed if the provider will be prescribing controlled substances
         - DEA Number
         - DEA Issue Date: MM-DD-YYYY format
         - DEA Expiration Date: MM-DD-YYYY format
## Uploading the Staff Loader
  1. Download the completed sheet as .csv
     - Go to **File > Download**
     - Select **Comma Separated Values (.csv)**
  2. In Canvas settings select **Staff Loader** under the **Staff** heading
  3. Click **Add Staff Loader +**
  4. Click **Choose File** to upload the .csv file
  5. Click **Upload**
  6. Review results:
     - If errors appear, staff members will not be added
     - Correct errors in the spreadsheet
     - Re-save as CSV and upload again
     - Contact [ _Canvas Customer Support_](https://portal.usepylon.com/canvas-medical/forms/standard) if assistance is needed
Re-uploading the same file will not duplicate existing staff members.
## Updating Existing Staff Profiles
  1. Navigate to **Settings** and click **Staff** under the **Practice** heading
  2. Choose the staff name for the profile requiring updates
  3. Make changes to the necessary fields
  4. Click **Save**
## Inactivating Staff
Following this process will remove the staff member's access to Canvas
  1. Navigate to **Settings** and click **Staff** under the **Practice** heading
     - The list defaults to active staff only
  2. Check the box next to the staff member(s) needing to be deactivated
  3. Select **Deactivate** from the **Action** dropdown
  4. Click **Go**
### Additional Steps when Inactivating a Provider
Before inactivating a provider, complete these steps:
  1. **Reassign Tasks**
     - Review all open tasks assigned to the provider
     - Reassign tasks to other staff members
     - Tasks that are not reassigned to another staff member will move to the **Unassigned** queue
  2. **Reschedule Appointments**
     - Identify all future appointments with the provider
     - Reschedule appointments to other providers
     - Inactive providers are removed from schedule view, but appointments remain scheduled for the patient with the inactive provider
### Inactivating Staff from External Canvas Integrations
Staff will also need to be removed from some Canvas integrations. Some can be managed by the customer while others will need to be handled by Canvas.
[Notify Canvas Support](https://portal.usepylon.com/canvas-medical/forms/standard)**** of departing staff so they can deactivate managed integrations as necessary.
**Managed by customer**
  - Staff Profile
  - Tellescope
  - Zus
  - Documo
  - Labcorp
  - Quest
  - RCM Vendor
  - Stripe
  - Google Calendar
**Managed by Canvas**
  - Pylon
  - Canvas Referral Directory
  - Health Gorilla
  - SureScripts
  - Dr. First
### Reactivating Staff
A provider may return to the practice and need to regain access to Canvas.
  1. Go to **Practice: Staff** under **Settings**
  2. Change the filter from **Active** to **No** or **All** using the **By Active** filter on the right side
  3. Locate and select the inactive staff profile
  4. Check the box next their name
  5. Select **Activate** from the **Action** dropdown
  6. Click **Go**
The staff member will regain access to Canvas immediately.
# FAQ & Troubleshooting
**Q: How does a username get updated?**
A: If any updates are needed for a user's username, please [ _contact Canvas Support_](https://portal.usepylon.com/canvas-medical/forms/standard). This cannot be managed from the customer's side.
**Q: What happens if I need assistance during the staff loader process?**
A: If any assistance is needed during this process, [ _contact Canvas Support_](https://portal.usepylon.com/canvas-medical/forms/standard).
**Q: Can I have multiple licenses of the same type for one provider?**
A: Yes, you can add multiple licenses of the same type (such as multiple state licenses for different states), but only one can be marked as primary per license type.
**Q: What if the signature doesn't display properly?**
A: Ensure the signature meets the requirements: transparent or solid white background, thick bold lines, and closely cropped to the signature.
**Q: How come the provider I created is not showing on the schedule?**
A: You will want to confirm the **internal code** for the [staff role](https://canvas-medical.help.usepylon.com/articles/6649603926-staff-roles) they were assigned is added to **SCHEDULABLE_STAFF_ROLES** under the **Practice: Organizations** setting.
Additionally, if you create a new role that needs prescribing capabilities, ensure the role's **internal code** is also added to **PRESCRIBER_STAFF_ROLES** under the same setting.
## **Related Resources**
  - [ _Staff Roles_](https://canvas-medical.help.usepylon.com/articles/6649603926-staff-roles)
  - [Teams](https://canvas-medical.help.usepylon.com/articles/5123845479-teams)
**Keywords:** staff, new staff member, staff profile, licenses, DEA, state license, NPI, provider setup, staff roles, contact points, signatures, telehealth, supervision, staff loader, inactivation, reactivation
**Categories:** Staff Management, Provider Setup, License Management, User Administration
----- END PAGE https://help.canvasmedical.com/articles/4283873790-add-a-new-staff-member


----- BEGIN PAGE https://help.canvasmedical.com/articles/4320944147-getting-started-with-studio
## **Introduction**
Studio helps clinical and operations staff build custom Canvas plugins by describing what they want in plain language, while an AI assistant does the building, testing, and deploying. You don't write any code — you have a conversation and click a few buttons along the way. This article walks you through your first project from start to finish.
**When in doubt, ask Studio.** Anything you're unsure about — what a button does, what to build, why something happened — you can simply ask in the chat. Studio can answer most questions about how it works, so you rarely need to leave the page to find an answer.
## **User's Guide**
### **Getting Started**
**Open Studio inside Canvas.** Studio runs as an app within your Canvas instance. Open it the same way you open other Canvas apps from the menu.
![01-canvas-menu-entry.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1781739471672-01-canvas-menu-entry.png?Expires=253370764800&Signature=dpzRd3MNZxDEt5E~8qDBX1uPksXZdMbq-YoxCCud8lAXlVAEY9NgAJ7B~tKvz-~iEQiUp6wWytb3i3ohlSHMn5VrKqJbAXljwZBxwbGR7g7xtIpI4MR3eej3JQQ4bH56mP6BUu4dg~chxudmuTmprSYtOE8BYL8pOFj1c5zMJLzOtlo6L8jo8QML~r1tvjbvC3xtaUJvgMecsFnR9vlRW-pDWEbUowmzjy~JBrNXO-Dcwf8Z-gbXhA5ljFFTVyrNaDAacgrqQ~y~j~J1kFsvw2rlUa-gYj0ZBQSBNclCepIeMMCWbt0bTaNEmMLBfojFPvjlVzPVgBOp9XPBxccodA__&Key-Pair-Id=K3NV4LZ47N8M46)
If you don't see Studio, your practice may not have given you access yet — ask a Studio Admin at your organization to add you. Once you have access, you'll get a welcome email with a direct link.
**The two screens you'll use.** Studio has just two views:
  - **Overview** — a grid of project tiles (one tile per plugin you're building), plus a chat on the right that answers questions about how Studio works. When in doubt, ask it anything — "How do I start?", "What does this button do?", even "What could I build?"
  - **Project** — opens when you click into a project. The left side shows your progress through the build; the right side is where you chat with the assistant. Documents the assistant creates (the User Plan, Technical Plan, and others) open in **tabs along the top of the chat**.
![02-overview-screen.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1781739489114-02-overview-screen.png?Expires=253370764800&Signature=e54MqNkGxJ~qM8PlLO-MfnA3uKJb~OH-r7CVROXkein3zr8qVcLB4sXsGAPO2Jk~VOlNc9xJQidHgymdniEqs2QfjxEaceCItFF~dpnrO3AZQRYNoZmwo9ISIZAHGN2gnTzBsjMdO1vzifaHYkB-ND8xYVHbOmt7R9QLm4Np5~rg8yj3-JAgCkkPiPmJ2u8~yE3gywEnANzQN1vreVs5s~abe-KQpxnyZXuwN~nIfpkHOvpxcW8OM7z3wRzSGmBPjyjtulP4zoOgwZc1blR1-nPOW-wcvmBXKKszMgtKHnRrEFK36WPtN8lOeXrs9Tyd5r5bOkAu9CwQV09Q68FGUQ__&Key-Pair-Id=K3NV4LZ47N8M46)
**How a project moves.** Every plugin moves through five stages:
**Discovery → Build → Test → Review → Publish**
The golden rule: **you** click a button to move to the next stage. The assistant never advances on its own — it does the work, then waits for you. You can also share a project with a colleague (view-only or full editing) and work on it together.
**For more information:** this guide covers your first build. For full detail on every screen and feature, see the **Studio Reference Guide**. If you manage Studio for your organization, see the **Studio Admin Guide**.
### **Step 1 — Start a new project**
Each project builds **one** plugin. When you want to build something different later, start a fresh project rather than reusing this one.
  1. On the Overview screen, start a new project and give it a clear name (for example, "Overdue follow-up reminder").
  2. The project opens and the assistant greets you and asks what you'd like to build.
### **Step 2 — Describe what you want (Discovery)**
This is the conversation where the assistant figures out exactly what to build.
  - **Describe your idea** in your own words — what should the plugin do, and for whom? You don't need to be precise or technical.
  - **Answer the assistant's questions.** It will gather what it needs in a question card. Use **Back** and **Next** to move through the questions and **Review** to check your answers before submitting.
  - **Choose where your plugin shows up in Canvas.** The assistant will ask which part of Canvas the plugin lives in (for example, the patient chart or a background task). This matters — picking the right spot now avoids rebuilding later, so take a moment to choose carefully.
  - **Review your plans.** The assistant writes two documents, which open in tabs along the top of the chat: the **User Plan** (plain-language description of what you'll get) and the **Technical Plan** (the build details). Read the User Plan and make sure it matches what you have in mind.
When the plans look right, click **Approve Plan & Start Building**.
### **Step 3 — Let it build and fill in settings (Build)**
The assistant now builds your plugin. You'll see it working in the chat — you don't need to do anything while it builds.
  - **Fill in any settings it needs.** If your plugin needs values to work (like a web address or an account key), a **Configuration Required** panel appears on the left. Each field has a short note explaining what the value is, where to find it, and what it should look like.
  - **Deploy for testing.** Once the plugin is built and any required settings are filled in, a **Deploy Now for Testing** button appears in the timeline. Click it to put your plugin on your Canvas instance so you can try it.
### **Step 4 — Try it out (Test & Iterate)**
  - **Watch the deploy chip.** After you click deploy, a small status chip appears in the chat and moves through  _Deploying… → Verifying… → Deployed_ (or  _Deploy failed_ , which you can click to see details). The assistant handles verification — you don't need to check anything yourself.
  - **Test your plugin.** Use the test steps the assistant prepared and try the plugin in Canvas. Tell the assistant in the chat what worked and what didn't.
  - **Fixes happen in the chat.** Describe any problem in plain language; the assistant adjusts the plugin and redeploys. Repeat until you're happy.
  - **Watch the monitoring line.** A slim status line just below where you type shows Studio watching your plugin's activity. If it turns yellow or red and says monitoring stopped, click **Restart** on that line — it's small and easy to miss, but the assistant needs it to see what your plugin is doing.
When everything works, click **Confirm Successful Testing**.
### **Step 5 — Final review and publish**
  - **Read the final review.** The assistant prepares a plain-language summary. Pay special attention to the **"Before you go live"** section — it lists anything you should know before the plugin is in real use.
  - **Publish.** Click **Publish** to ship the plugin. What "publish" actually does depends on how your practice set up Studio — it may install the plugin directly, or send it to your team for review first. See the Reference Guide, "Publishing explained," for the details, and don't worry: the button is labeled to tell you where it's sending things.
### **Common Workflows**
  - **Attach a screenshot or file.** Use the attachment option in the chat to give the assistant a picture of what you mean or a document to work from.
  - **Stop or queue a message.** If the assistant is working and you want it to stop, use the stop button. If you type while it's busy, your message is queued and sent when it finishes.
  - **Find a project again later.** Everything is saved automatically. Return to the Overview screen and use search or the stage and "shared with" filters to find a project. You can pick up exactly where you left off.
### **Troubleshooting Issues**
  - **When in doubt, ask Studio.** Before anything else, try just asking in the chat — "Why did this happen?", "What should I do next?", "Is this normal?" Studio can explain most of what you're seeing and tell you the next step.
  - **It looks frozen.** A "thinking" indicator means the assistant is still working — large steps take a little time. Only if it stays quiet for a while with no indicator is something likely stuck; try sending a short follow-up.
  - **A deploy failed.** This is normal and not the end. The assistant reads the failure automatically and proposes a fix — just let it continue, or ask it to try again.
  - **A button you expected isn't there.** Stage buttons only appear once their requirements are met (for example, **Deploy Now for Testing** appears only after the build is ready and required settings are filled in).
## **Configuration & Set Up**
Most users don't need to set anything up — you just need access.
  - **Prerequisites:** Studio must be enabled for your Canvas instance, and your account must be on the Studio user list.
  - **Who grants access:** A Studio Admin at your organization adds users and configures how publishing works.
  - **To get access:** Ask a Studio Admin to add you. You'll receive a welcome email with a link once you're added.
  - **Verification:** You're set up correctly when you can open Studio and see the Overview screen with the option to start a new project.
For the admin side of setup (user access, publishing, and practice-wide preferences), see the **Studio Admin Guide**.
## **FAQ & Troubleshooting**
Q: Do I need to know how to code? 
A: No. You describe what you want in plain language and the assistant builds it.
Q: Can I build more than one plugin? 
A: Yes — create a separate project for each plugin. Each project builds one plugin.
Q: Can a coworker help me on the same project? 
A: Yes. The project owner can share it with another Canvas user as view-only or full editing. See "How a project moves" above.
Q: What happens when I click Publish? 
A: It depends on how your practice configured Studio — it may install the plugin directly to a Canvas instance, or open a review request for your team. The button is labeled to show where it's sending things. See the Reference Guide, "Publishing explained."
Q: I don't see a Publish button at all. 
A: Your practice hasn't finished setting up how plugins are released. Ask a Studio Admin to choose a release strategy.
Q: My deploy failed — did I do something wrong? 
A: No. Failed deploys are part of normal building. The assistant reads the error and fixes it for you.
Q: I closed the tab — did I lose my work? 
A: No. Your project, chat history, and plans are saved automatically. Reopen the project from the Overview screen to continue.
## **Related Resources**
  - **Studio Reference Guide** — look up any feature or screen in detail, including how publishing works.
  - **Studio Admin Guide** — for Studio Admins: granting access, choosing how plugins are released, and setting practice-wide preferences.
## **Keywords**
Keywords: Studio, build a plugin, Canvas plugin, quick start, deploy plugin, publish plugin, AI assistant, no-code Categories: Studio, Getting Started
----- END PAGE https://help.canvasmedical.com/articles/4320944147-getting-started-with-studio


----- BEGIN PAGE https://help.canvasmedical.com/articles/4388376289-key-performance-indicators
The Key Performance Indicators (KPIs) are easy-access figures to give you a snapshot of the current financial health of your practice. They will help you track the efficiency of your revenue cycle benchmarked by past performance. Some questions the Key Performance Indicators could help you answer include:
  - What does my overall production for this month look like, compared to the last six months?
  - Has my practice gotten better over time at sending out claims that are not ultimately denied by payers?
  - What proportion of my practice's outstanding balances are aged, and may need more immediate attention?
## Step by Step
  - Begin in the Schedule View
  - Click on the triple line menu 
  - Select **Settings**
  - Locate and open **Report Jobs** under the **Reports** section
  - View the**Key Performance Indicators** at the top of the page 
## Revenue
The Revenue KPI shows your practice's gross patient service revenue for the current calendar month and compares this month's revenue so far to all months in the previous year.
While the Production report can give you the ability to further break down the month's revenue by various categories, this figure gives a much quicker snapshot of how the month is going relative to the past year.
**Includes:**
  - The sum of all charges on all claims, separated into calendar months by the Date of Service.
**Excludes:**
  - All charges from claims are currently in the Trash queue.
## Denials
The Denials KPI gives a trending indication of the percentage of claims that are being sent back by insurance payers with "denial" adjustment codes, grouped by the date the remit was received. If there were no insurance postings during a month or period of time, that month will not be displayed in the KPI.
The objective is to be able to get a quick look at your current claims processing efficiency, and ideally, see the benefits of process improvements as the percentage of claims being denied decreases month over month. Conversely, a quick glance could show if the past month has had abnormally high denials and prompt further investigation.
For a deeper dive into the adjustment codes, your practice is seeing over any time period, you can generate an Adjustments report.
**Includes:**
  - All claims that received a remit with a "denial" adjustment code, divided by all claims that received a remit, regardless of adjustments.
    - The list of "denial" codes can be found in the Adjustment Codes article. These denials are defined as being "actionable" - meaning they can be addressed and corrected to get appropriate payment.
    - If _any_ line item with one of these codes is on the remit, then the entire remit is counted as a Denial.
  - Both initial claim denials and any appeal denials
  - Zero payment accounts
**Excludes:**
  - Claims where no remit was received (i.e. Self-pay accounts)
  - Denials for non-covered services
  - Courtesy write-off adjustments
  - Patient responsibility adjustments
  - Duplicate claim denials
## Aged AR (>90 Days)
The Aged AR KPI shows you the percentage of your overall outstanding balance that is currently "aged", meaning it has been over 90 days since the original Date of Service for the encounter. It will also show you the _total number of claims_ with an aged balance, and the _total dollar amount_ of that aged outstanding balance.
The objective is to give a snapshot at how effective your practice is at liquidating aged account balances. As these figures are all dynamically updated, any aged balance you settle will immediately be reflected with a drop in this Aged AR percentage.
**Includes:**
  - Only active billed debit balance accounts
**Excludes:**
  - Any account not yet billed to the payer or patient
  - If the overall account balance for the encounter is a credit, the account is not included
# Resources
### [Video: Key Performance Indicators](https://www.loom.com/share/0342adc388d6401f901f4a43741d935b?sid=f0401230-2493-45d7-ac48-0adb22c632a2)
----- END PAGE https://help.canvasmedical.com/articles/4388376289-key-performance-indicators


----- BEGIN PAGE https://help.canvasmedical.com/articles/4408606761-care-protocols
Care Protocols in Canvas are designed to assist care teams by identifying recommended services and interventions for patients. These protocols are visible via the **Protocol Icon** , located in the top-right menu bar of the patient chart. A red badge indicates protocols that are due for the patient. Protocol flexibility is enhanced with the **Snooze Protocol** feature, which allows temporary postponement of a protocol when treatment is not appropriate.
# Understanding Protocols
#### Who Is Included in a Protocol?
Patients are automatically added to protocols based on predefined criteria, such as demographics, medical conditions, medications, or risk factors. Examples include:
  - **Colon Cancer Screening** : Patients aged 50–75 years.
  - **Diabetes Protocols** : Patients identified by age and conditions like diabetes or related medications.
Protocols are dynamically updated based on changes in patient data.
#### How Are Protocols Completed?
Protocols are marked as completed when required services or interventions are fulfilled:
  - Reviewing uploaded reports (e.g., mammograms, lab results).
  - Receiving laboratory data via **Data Integration**.
  - Conducting **Point-of-Care (POC) Testing** (e.g., Hemoglobin A1c, Creatinine).
#### Why Are Actual Reports Needed?
To ensure accuracy, Canvas requires documented proof for services such as mammograms or colonoscopies.  
**Example** : A patient may report a colonoscopy, but the official report could indicate an earlier follow-up is required due to poor preparation.
#### Snoozing Protocols
In some cases, a protocol may need to be delayed when treatment is not clinically appropriate. The **Snooze Protocol** feature allows for temporary postponement with clear documentation.
# Customization in Admin Settings
Protocols in Canvas Admin can be configured for:
  - Display in **Patient Charts** and/or the **Population Module**.
  - Enabling or disabling **Snoozing** of protocols.
# Steps for Managing Protocols
## Access Protocol Settings
  - Navigate to **Settings** via the triple-line menu in the **Schedule View**.
  - Open **Protocols Uploads** under the **Practice** section.
    - Provides an overview of protocol settings.
## Show or Hide a Protocol in the Chart
  - Open the desired protocol.
  - Select the **Edit** ✏ button next to the **Active Version** field.
  - At the bottom of the modal:
    - Check **SHOW IN CHART** to display in patient charts.
    - Uncheck **SHOW IN CHART** to hide from patient charts.
  - Save changes.
## Show or Hide a Protocol in the Population Module
  - Open the desired protocol.
  - Select the **Edit** ✏ button next to the **Active Version** field.
  - At the bottom of the modal:
    - Check **SHOW IN POPULATION** to display in the module.
    - Uncheck **SHOW IN POPULATION** to hide from the module.
  - Save changes.
## Enable or Disable Snoozing for a Protocol
Snoozing is enabled by default.
  - Open the desired protocol.
  - Select the **Edit** ✏ button next to the **Active Version** field.
  - At the bottom of the modal:
    - Check **CAN BE SNOOZED** to enable snoozing.
    - Uncheck **CAN BE SNOOZED** to disable snoozing.
  - Save changes.
## Activate or Inactivate a Protocol
  - Open the desired protocol.
  - Use the **Is Active** checkbox:
    - Check to activate.
    - Uncheck to inactivate.
  - Save changes.
# Managing Protocols from the Patient Chart
  - Open the patient chart and click the **Protocol Icon** to open in the patient panel
![2024-12-27_14-27-22.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1735327667112-2024-12-27_14-27-22.png?Expires=253370764800&Signature=ERdVD8LIyHYUHe8fr7cfRaoYqVQtuBJBvvKEE5b0WYto3D4QpOf42oocU1K-WiKZ9Z1tyeWJbuJKCqt0Sj7GBOkoEamtoGp0~mVig50MHvW5D-AI9oPRT6nuWPjTzE6aYjvOMaSxoZ7wXAhQAEkHYaRsAcEEZ2jmNjWcNS6ImWiYmAc779z2JhwOLrmYA1WjsSCaQtQllnZbuH81mbhQ2dHb0BJ6yotZKtV8sa8sPdgYck2JCaC8Pjv-si6fGlAwNtX~x4WosfXs83TzQxKPDyxqa~vMjGz1xkoSFREgNsN7P~De-OqfZY8uG2-iCGXswzbRvBd2c5necsPyy5aaKg__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Filter protocols by:
    - **Active** (default view)
    - **Pending**
    - **Inactive**
  - Review recommendations on each protocol card:
    - Exams, screening intervals, and required actions.
    - Actions may include ordering labs, reviewing reports, completing questionnaires, or providing instructions.
  - Completing recommendations moves the protocol to the inactive list.
![2024-12-27_14-29-04.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1735327750459-2024-12-27_14-29-04.png?Expires=253370764800&Signature=W8mAQnbqhi7iFT66XomTJYvgB7sPcelEc6O-UPLS5HslndBuMbVZgcSO48pnCWoUcsP~OBIZDAe6MppIgFzR8Axp~kgwXauC2M78RNjEnKkvfWbyf1vjojFfa-fQbcRgZvkUtLMNAFhVmzvrPZEezqRX3hp~FM~OYKdQZBKvJJEODjobStk~wE33AmR57GZb2FG0z2M7-LnmDZp2FnKE6luXsC7VnVrLLCSSo3DeYjeFpVXbqTxS5z-hui~COrMYilYbFLHUxBFuLBeMJKZqzUz8KKPTtYqBok0oOX93fMQdhVPQV3NdacDiHopni43dPePJKTeFBjFy4pwIz1uv1Q__&Key-Pair-Id=K3NV4LZ47N8M46)
## Snooze a Protocol
A protocol can be snoozed from a note in the patient chart using the **Snooze Protocol** command or from the protocol card.
### Snoozing a Protocol with the Command
  - Within a new or existing note, add the **Snooze Protocol** command
  - Complete the command fields:
    - **Snooze Until** : Enter a date manually or use the calendar dropdown.
    - **Reason** : Select the reason for snoozing from the dropdown options.
  - Click **Snooze** to confirm.
### Snoozing a Protocol from the Card
  - Click the **Protocol** icon in the patient panel
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1746128513205-image.png?Expires=253370764800&Signature=XNmWWh5l0LW7YeQ1UNgK7J5geQYldd-8EXWJgBzpt~Z-eVfnnOllG6jOgNiME73o85NwG89zUwRWlQXxjOv72UyFnRzHzUexgcGDV0TAobabMPXc4Sk97WrfZboI9A7Gyek7tRSU0GRNC94Xop6TQfmhqV27prmtUdts3AF5qCoUoMCL2t~XoEXDBy0tDgu7pO~V6cvOMotRVcwPc35Oks2aRweWnt4fsfk4cpIPbS7zYELCMpRHxQQYyGUEQzKp88IYRp8Ygan9kwIJvCfYkhxTvskJZChGs8hr5gbMiir6qELjxpOH5ThSSspga1iKTm7RtSgQ6KRgH5jdAB5uKA__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Find the card of the protocol that needs to be snoozed and click the **Snooze** button
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1746128854003-image.png?Expires=253370764800&Signature=Y3eZvvcWM3C9DnX2cp~Yxv~9AQ94bZI-yj7-Yc2Rp1HoJJnU8XrTtIr9K7z~Hqejhm81y3U2p5UlE33khkR9m-bRIlcwBtEDrhvj9kbYFXA732zk4K6NIPdRnFhRYcIATKo2gquoTZQVfCtSzSN3PBV5atFEHotzSzN2EnzLjtnb-IgqYiG5nbVvqMB5aTeRObTdxRaJZAQ4QsSKOQyWFFkl6uv5gDFEhSRlEC9BWDCvVdqrt~N59dWd85-JL~hQkIZR4CXqBFuEjjr2mDPEmiZakY04H67nXrhdo20k0BIzhduYYS0yHtzI~6Ox2BJYJCQjZZRm9l2TuZzUwOVhUw__&Key-Pair-Id=K3NV4LZ47N8M46)
  - A new **Snooze Protocol** command will open in the active note.
    - If no note is open, a new **Chart Review Note** will be created automatically.
  - Complete the command fields:
    - **Snooze Until** : Enter a date manually or use the calendar dropdown.
    - **Reason** : Select the reason for snoozing from the dropdown options.
  - Click **Snooze** to confirm.
  - The protocol card will show as a collapsed protocol card with the selected snooze date.
![2024-12-27_14-44-06.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F825a3bda-c90e-457f-8fb0-ca8e5ea3ef9f-1735328656688-2024-12-27_14-44-06.png-fa6518fd-33dc-47bd-a4c6-c65736a12f63?Expires=253370764800&Signature=s329hsnKBisXrAZW~qorT~cKg86jKmUR2eaBOiLsaP2ePp1rlfpRzm6~bmRe6I7SnMjWFlhNM~omVPXaXf0xNKlmO-WL4FXL9ApHzeOf1nxcHtQIWLVF0~satJngkPIhRYlFaa0doUk2BokQcDLPTlkay73iynKF0YSrEyGzl-HUW~V4zZ~x-2LPvyHzdDqIs0fDs8JeW5KzUJCd~4clUaAUEmoS62YU-ppRNrxzpasXgK4wL6ps6hze2IZNQc9NIv0~Pn6RTOXRReIWhWHgjDHn039nJl1IWaTwKjpGyx2ZB7E2hXqVnaebD-tgO7ex81LWvlRBVLigOksKJm9QYg__&Key-Pair-Id=K3NV4LZ47N8M46)
# FAQs
**What does the "Notification only" checkbox do?**  
Set programmatically for notification protocols upon creation.
**What is the "Patient ID/Key" section for?**  
Used to manually test a protocol against patient data. See the **Create A Protocol** documentation for details.
# List of Protocols
### **Diabetes: Hemoglobin HbA1c Poor Control ( >9%) - CMS122v6**
  - **Population** : Patients aged 18–75 with diabetes.
  - **Measure** : Percentage of patients with HbA1c > 9.0% or no HbA1c test in the measurement year.
  - **Exclusions** : Patients in hospice care during the measurement year.
  - **Intervention** :
    - Order HgbA1c and/or intervene with behavioral recommendations or medication adjustments.
    - Lab results uploaded via **Data Integration** must also be reviewed by the provider.
    - Historical HbA1c data requires a report linked to LOINC code 4548-4 (e.g., Hemoglobin A1c, HbA1C with eAG).
### **Diabetes: Foot Exam - CMS123v6**
  - **Population** : Patients aged 18–75 with diabetes.
  - **Measure** : Percentage of patients receiving a comprehensive foot exam (visual inspection, sensory exam with monofilament, pulse check).
  - **Exclusions** :
    - Patients with bilateral or unilateral amputations above or below the knee.
    - Patients in hospice care during the measurement year.
  - **Intervention** :
    - Conduct a comprehensive foot exam and document findings using the **Physical Exam Command**.
### **Diabetes: Medical Attention for Nephropathy - CMS134v6**
  - **Population** : Patients aged 18–75 with diabetes and at least one visit during the measurement period.
  - **Measure** : Percentage of patients who received nephropathy screening or evidence of nephropathy within the past 12 months.
  - **Exclusions** : Patients in hospice care during the measurement year.
  - **Intervention** :
    - Order urine microalbumin tests or conduct point-of-care testing.
    - Upload lab results linked to LOINC code 14957-5 (e.g., Albumin/Creatinine Ratio, Random Urine).
### **Diabetes: Mellitus with Secondary Complication Suspect - HCC003v1**
  - **Population** : Patients with an active diagnosis of uncomplicated diabetes mellitus (E11.9).
  - **Measure** : Patients with E11.9 diabetes who also have a condition considered secondary or exacerbated by diabetes.
  - **Intervention** :
    - Consider updating the diagnosis from E11.9 (uncomplicated diabetes) to one reflecting secondary complications if appropriate.
### **Diabetes: Eye Exam - CMS131v1**
  - **Population** : Patients aged 18–75 with diabetes.
  - **Measure** : Percentage of patients who had a retinal or dilated eye exam by an eye care professional or a negative retinal exam within the past 12 months.
  - **Exclusions** : Patients in hospice care during the measurement year.
  - **Intervention** :
    - Order retinal or dilated eye exams.
    - Upload specialist consult reports via **Data Integration** (e.g., Ophthalmology: Diabetic Retinopathy Screening).
### **Breast Cancer Screening - HCC002v2**
  - **Population** : Female patients aged 50–75.
  - **Measure** : Percentage of patients who received breast cancer screening within the past 27 months.
  - **Exclusions** :
    - Patients with documented bilateral or serial R/L mastectomy.
  - **Intervention** :
    - Order mammography (e.g., full-field digital or tomosynthesis).
    - Upload imaging reports linked to LOINC code 24606-6.
### **Colorectal Cancer Screening - CMS130v6**
  - **Population** : Patients aged 45–75.
  - **Measure** : Percentage of patients who received appropriate colorectal cancer screening.
  - **Exclusions** :
    - Patients with a history of total colectomy or colorectal cancer.
    - Patients in hospice care during the measurement year.
  - **Intervention** :
    - Order stool-based tests (e.g., gFOBT, FIT, sDNA-FIT).
    - Order direct visualization tests (e.g., colonoscopy, CT colonography).
    - Upload imaging or consult reports via **Data Integration**.
### **CKD Suspect - HCC002v2**
  - **Population** : Patients with two eGFR lab values < 60 mL/min/1.73 m² in the past two years.
  - **Intervention** :
    - Consider updating the Conditions List to include kidney-related problems if appropriate.
### **Dysrhythmia Suspects - HCC004v1**
  - **Population** : Patients with active anti-arrhythmic medications and no active dysrhythmia diagnosis.
  - **Measure** : Identifies patients on anti-arrhythmic drugs without a related diagnosis.
  - **Intervention** :
    - Consider adding dysrhythmia-related diagnoses to the Conditions List.
### **Problem List Hygiene - HCC001v1**
  - **Population** : Patients with significant active conditions not assessed in the last year.
  - **Intervention** :
    - Assess or resolve active conditions as clinically appropriate.
### **Annual Wellness Visit - HCC005v1**
  - **Population** : Patients aged 65 and older.
  - **Measure** : Patients without an annual wellness visit in the past year.
  - **Intervention** :
    - Schedule and complete an annual wellness visit using CPT codes G0438 or G0439.
### **Tobacco Use: Screening and Cessation Intervention - CMS138v6**
  - **Population** : Patients aged 18 and older seen for at least two visits or one preventive visit during the measurement period.
  - **Measure** : Three rates are reported:
    1. Patients screened for tobacco use within 24 months.
    2. Tobacco users who received cessation intervention.
    3. Screened patients who also received cessation intervention, if identified as users.
  - **Intervention** :
    - Complete tobacco use questionnaires.
    - Provide counseling using the **Instruct Command**.
    - Prescribe cessation medications.
**Keywords & Metadata**
  - **Keywords** : Care Protocols, Canvas Admin, Patient Chart, Protocol Management, Population Module, Snoozing Protocols, Data Integration.
  - **Categories** : Medical Protocols, Patient Care, Canvas Features.
----- END PAGE https://help.canvasmedical.com/articles/4408606761-care-protocols


----- BEGIN PAGE https://help.canvasmedical.com/articles/4431910086-collect-patient-payments
Collecting patient payments is a critical function for clinics to effectively manage account balances and maintain consistent cash flow. Payments may come directly from patients or their guarantors. This article provides step-by-step instructions on how to collect payments in different areas of Canvas, save and utilize a stored payment method, and enable patients to submit payments using the Canvas patient app.
Canvas integrates with Stripe to process payments seamlessly, including support for connected accounts using business lines . This allows clinics to manage payment routing efficiently. 
# User's Guide
This guide is here to help explore the essential features for collecting payments, making it easy to understand each scenario and which actions to take in Canvas.
## Patient and Guarantor Balances
Payments can be collected from both the patient and the patient's guarantor. A guarantor's balance may include their own charges as well as the balances of any dependents for whom they are responsible.
  - **Patient Balance:** Reflects charges and unpaid balances for a single patient.
  - **Guarantor Balance:** If a patient is listed as a guarantor for additional patients, the guarantor's balance includes the sum of balances for all linked patients.
### Key Points
  - When a payment is entered on a patient with multiple active claims, it is applied to the oldest balance first.
  - When a payment is entered on a guarantor with multiple linked patients, it's applied across those patients' claims starting with the oldest claim first.
## Collecting a Payment in the Patient Profile
Payments can be collected from the patient profile as follows:
  - Navigate to the patient's profile
  - Click **Collect Payment** in the top right to open the **Collect Payment** modal.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F88fc2f07-2c00-4cc9-9721-42d38e4bf6cf-1739132545526-screenshot-202502092202%2525402x.jpg-019aeff0-a493-4c18-bc6b-ca8868be6c1f?Expires=253370764800&Signature=YgCUD~v9BYXXoq3XKF5O9t-e1K7FCsPTlzTTE7yRqWk4~2XTprhmYJobeHJEEHVdZyIhhYFmNJqLhinhKBCTtMOvPfHCf4okxVTZ-Xb5LgjKo~DhIIF2oxAhk4-88HOFQnkcTPgsWvVSLv86JSMHqW59NDm~8cENtz2LqQU4vQJKwA~LN-PWKOWd7-fCgpOGIoenFcfa59VJjhemUdcCKMOMm1ZsfTYhvPNEt7tdn3b04LLGjHtQcCvDPHpxJMysWCYy4jYx9-6MDLFkI38EO7andMtoj3bBfFXo9H~8ozJl81PaXDvM6Lfqhxq~6~u0WYu4cNcG24YAbVlmvOIBhg__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Enter the payment amount in the **Account Balance** field.
  - Apply a **Discount** if the clinic has standard discounts configured.
  - Enter a **Copay**
    - To record a copay for a specific visit, select the claim in the dropdown and enter the amount. 
    - To remove a copay, use the red trash can icon.
  - Select the **Payment Method** and enter required information:
    - **Cash** : Enter the **Deposit Date**
    - **Credit Card** : Choose a saved card on file or enter a one-time credit card
    - **Check:** Enter check number, EFT date, and deposit date.
    - **Other** : Enter a payment description.
  - Check the box next to **Receipt Delivery** to print the receipt
  - Click **Pay Now** to complete the payment.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2Fb5615319-0b09-4e0b-977b-54366937a24c-1739132615246-screenshot-202502092322%2525402x.jpg-d2f95cb3-7218-4055-903a-bbc7038d00ed?Expires=253370764800&Signature=RhQR51BFcx6oBvD6aehxESSayskfK6UtYF-6VBvVxNJ0oKknJbGx08be3h1A5m-3lS8GkKlVnCgDgdcanT~BRpona3jDhWw3pK9N8K~tVLrxQRCMnn8pAFJs264x99e2hWenncJ~frjno-dH0AFKCye1kp3PvTlXzkKfmLHWvFPiqm3Szoh60gVqUQ-zlWu~9~2c9UCkmM3bNs97DbGz~kkpjDkb2WsTdqHzW7YHmNMD6~G3hBwSubrXwLE4zZE-aoqPxEq6KN2~kojtNIhB5bNx8JYFcRAZgCNVXnU~q0sqA6OsLoDL8hTL3DgrcvbGWA-C1kI7iVN4VpDtn0ALaw__&Key-Pair-Id=K3NV4LZ47N8M46)
If your clinic uses Stripe Connect, ensure the patient's designated business line matches the appropriate Stripe-connected account to prevent payment issues.
## Discounts
  - If the clinic has standard discounts configured, these will be available for selection during payment collection.
## Collecting a Copay
Copays can be collected for one or more claims.
  - Open the **Collect Payment** modal
  - Select the claim to apply the copy to from **Copay Claim** dropdown
    - If a guarantor is making the copayment, they can either make the payment for themselves or a linked patient. The correct claim will need to be selected from the copay dropdown.
  - Enter the copay amount in the **Copay** field
If the copay is stored under the coverage, the copay amount will be shown as reminder text. Additionally, you can click the info button next to the copay field to view further coverage details.
![screenshot-202502114238.jpg](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F02cde94b-5392-4428-b5cf-5862f4130e32-1739288564168-screenshot-202502114238.jpg-4d3cb3c8-ac37-465e-9e22-7e268f017682?Expires=253370764800&Signature=hjRtp9tg9yuZFFcBddKWf-jnXJXGhYcJNPz5FACSjQlJeNho0f2EgYxYDNHEh2ABDPVaeFoJa9UEh7Q9tfB4sH2ksZyssbfCjfmc3yWmS2l~0csVtbqbXlH9pgzoxvQ7eJQ2-BfsKNqQOLU3RQFbh~3vpkZSqobC7-gzH2MOSRtgDywHuvvW6zT-dhf1GUXeroY5Q4H4VE97WiTOsSr-i86X2SuJUqLkw58iuDoxR13ueyf2hHAMMfd3PRXH7bhy5uAsy8Eq7Zx2~OL-pkzqmNjqToX29WvjufGZ9Oytu3H2Mig94at-EP0t-W7ieW1EGuK8jBVP7ennIBU8PQK-8w__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Add additional copays by clicking **Add New Copay**
  - Click **Pay Now** once all copays have been applied
## Creating a Posting from the Claims View
In some cases, posting payments, making adjustments, or transferring directly from the claim may be necessary
  - Navigate to **Outstanding Claims** tab in the patient's profile next to the **Coverages** tab
  - Select the correct claim from the list or click **All Patient Claims** if the desired claim is not listed and click the correct claim.
![2025-02-10_22-01-02.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1739242928128-2025-02-10_22-01-02.png?Expires=253370764800&Signature=nu6CQIM7ZKKX1uI85gI0V~BNvEMEhSyytLut94KLKfuJHG13Ph-jsrDDn2bMxMWsG9k1piC-tJly21aTRfwxIrlNK9N6jyFPBP8tuMHheGBaTfUOTNPOaJDOlC96j76J2OOa8Nfwdc5lGihAbtMCw-lePAaROF05RABrIDpTREytaueA9Rk85h51PvjN4iecIczD0G~OEvfT2ys1SacUvFdbosYsY6Y9v2tR44du3103CqV3xtyxDviIVPqX2xRyn0ZzOCz7fi97Nw4ySnYYPDxpVSl7ugJTgiOrJJSDwiWGC6u8NkVqd~sK-mqW9X67BmVrLHhCJSzMbz7mBHt3tQ__&Key-Pair-Id=K3NV4LZ47N8M46)
  - When on the claims view, click **Create a Posting** below the claim ledger
  - Select the patient from the **Select a Payer** dropdown
  - Complete the payment's **Description** field, if needed
  - Enter the payment amount in the **Payments** field
  - Select the payment method
    - **Cash** : Enter the **Deposit Date**
    - **Credit Card** : Choose a saved card on file, enter a one-time payment method, or select a newly added card saved by the practice.
    - **Check** : Enter check number, EFT date, and deposit date.
    - **Other** : Enter a payment description.
  - Add adjustment amounts (Optional) :
    - Select the adjustment type (e.g., transfer, write-off) from the dropdown.
    - Adjust behavior and allowed amount as needed.
    - If your organization has automatic posting rules, the adjustment entered will follow those rules upon submission
  - Use the blue plus sign to add lines for each adjustment code.
  - Click Create Posting to save
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1739132670892-screenshot-202502092416%25402x.jpg?Expires=253370764800&Signature=tQwFmOsOgZ0UgeqmWhEYgSWSEe52z754FmAy4W5Cv68BgI7k2W60Fbl3IK1CYZFnh3-RwGpSN5-KhgNME508dfBQ2gQrLqmyCb-Bi5GUalaWcD7l4LUq3lSEd98w7mAJvzKseBHzyRWVq2UT3bX1RQ0DEDLpjjBwbS8QqdNeq~I1PEpBEMHBUEFBbuvN-300LB~puURfzwGQcZdHWwSrxxo94U9DHdih0OPNLRIvmSZvG8lXfdMZdzKkZd29yV1Vn4QCtW5h7QFAWrs1cuOhFc7sCIDj6NvyW6tuym5XEmlwtiUtpVu3szZa~GP6PGiTLfvwVZEr4kV95eRgW7TwLA__&Key-Pair-Id=K3NV4LZ47N8M46)
## Patient Portal Payments
Patients can also pay via the Canvas Patient Portal, which allows them to:
  - View balances
  - Make payments using a saved credit card or a one-time use card
  - Access and review statements
### Making a Payment in the Patient Portal
  - Login to the patient portal using the verified contact method
  - Click **Payments** in the left panel
  - View the patient balance and click **Pay Now**.
  - Click **Edit Amount** if a different amount is being paid
  - Select a saved credit card on file or enter a one-time payment method.
  - Click **Pay [Amount]** to complete the payment
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1739132917957-screenshot-202502092818%25402x.jpg?Expires=253370764800&Signature=I1PQujQRwnFwDoaMVmrCn1FMzhyUxtWi90PZdeWvzQBtSMH6aWtWPHyEnSv~0eWFG-jA3uo2whmmym-xMPr57HiCza330QjSNmhN6TaLoDQjnW82xlJkS9vDRN0bFs8f~hab8ZhXzQ1nW9xN8C8wNmJksx79XWUWw6iKQEjTRyMAed85XlgdAONkJx28NyY5-YEamYgia6~dB-RKjYaVe5um8c759EwM3GMO~jpC1tkuod9RChRy3JijSaODaFV8-uq6QgCXcFb1l~vnWL~1HNYbCNTM-OCbUZ3pQzUMxgCfVL7G-~Bh0FtNnBnMlFrKVS44FP9CHrdEJVtKjW-0SA__&Key-Pair-Id=K3NV4LZ47N8M46)
## Saving a Stored Payment Method
Storing credit card payment methods enables faster and easier payment collection. A stored payment method can be used by both the practice and the patient within the Canvas Patient Portal.
If your clinic does not use Stripe connected accounts, stored payment methods are available for future transactions without restriction.
If your clinic uses Stripe connected accounts, payment methods are tied to the connected account where they were originally saved. If a patient moves to a different connected account, their stored payment method will not transfer automatically and requires Canvas Support to manually disconnect and reassign it.
### Adding a Payment Method in the Patient Profile
  - Navigate to the patient's profile.
  - Locate the **Payment Methods** section under **Coverages**
  - Click **Add** under the **Payment Methods** heading
  - Enter the credit card details:
    - Name
    - Card number
    - Expiration date
    - CVV
    - Zip code
  - Toggle **Patient Consent Given** to confirm the patient has agreed to save the card for future uses
  - Enable **Default** if card being added should be the primary payment method for future transactions
  - Click **Save** and card will now be available for future transactions
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1739133376138-screenshot-202502093557%25402x.jpg?Expires=253370764800&Signature=SJJK3fXQl95xB27W9V2stR01uFTmmCw5EbM5StPjhzxEEghqOhXl1Pp2u0JBlK7ZQbjf3hK9ViV7orb-gwI35vs9dbWod~bicMMA62SHuO5xkl9agnp2shjGQAyGGN2FF1oiwpzNV2u-NqZOFZFeNVuRmzx6XruckKgW8Q5B2zngoVIDJHPuDg6KrUrqBlALVoP7~nJd03g4G2kEYiQg-YYGdlYT80GM8x~gta3zEXgfvYGPFyOXICOHttb-Cg-RWNiAA~oPJuhN-iAkRDSggiZFikE5nOkRNdy~xUdMg8e0pmd7aEHm0Zbdnb~LzaDldliMJHT7niZEBlhkBAWUpA__&Key-Pair-Id=K3NV4LZ47N8M46)
### Patient Management of Stored Payment Methods
Patients can manage their payment methods within the Patient Portal, including using previously saved payment methods, adding new ones, or removing existing ones.
Refer to [Managing the Patient Portal](/docs/447665cb-4c0e-4b82-ae0c-7aaef5e51287/articles/957aa7cb-cbf2-4744-bb1a-b98e28abbd00) for further details
# Configuration & Set Up
## Stripe Configuration
  - Within admin navigate to the **Constance: Config** setting
  - Locate the **Stripe Configuration** section
  - Enter the following API credentials from the company's primary Stripe account:
    - **STRIPE_API_KEY** : Private key
    - **STRIPE_PUBLIC_KEY:** Public key
    - **STRIPE_CONNECTED_ACCOUNT_ID** : Optional field for routing payments to a single connected account.
  - Click **Save**
If Stripe credentials (API keys) are missing or incorrectly entered, credit card payment options will not appear. Ensure both the public and private keys are configured in Admin > Constance > Config. 
## Business Lines Setup
If your clinic needs to send payments to multiple Stripe Connect accounts, it is essential to enable business lines. However, if there is no requirement for separate payment routing, this setup is unnecessary.
Follow our [**Business Lines**](https://canvas-medical.help.usepylon.com/articles/1392971282-business-lines-customized-patient-communication) article for detailed instructions on business line configuration.
  - Go to the **Practice: Business Lines** setting
  - Create or edit a business line:
    - Create a new Business Line Setting
      - **Name** : `STRIPE_CONNECTED_ACCOUNT_ID`
      - **Value** : `"acct_*******"` from the connected account in the company's Stripe dashboard.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1739133302742-screenshot-202502093444%25402x.jpg?Expires=253370764800&Signature=kxIKRTog7yNN2fZij41NLdMI3gIUj9Of1bl6ZBLb4vvpxTr2TQUd7iPZdNWGy8SnKtxpJiO1qx5FEDGcqqMlqjNGOnWtF1VEQ-EWOuFS5epEV~seMa7x9V4JuEozyoKvmlQbZuhgJnDP-ADbuQMa2eB4lk11DSzfufbzcXSxtyKwFef51HMBtYFB4UW8o5hp8MSiYDYxLUlhMfFTpjLr71drEY2c7zpSjr7haDsqHVZ35cxoH2EIODJL~b3~uS4cBujFXdwIOBupZ69QShQCOLGoRjHtV2jL9KLjrmzCVs~2XeAQX-fNWgwSDA2COKJoram-Bt7MGx1qzSfGaMZu0w__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Save changes and assign patients to business lines as needed
## **Creating Discounts**
  - In **Settings** , navigate to **Billing & Revenue: Discounts**
  - Click **Add Discount** to open the discount modal
  - Complete the fields:
    - **Name** : Will display in the **Discount** dropdown in the **Payment** modal 
      - Examples: **Self-Pay Discount** or **Financial Assistance**
    - **Adjustment Group** **\+ Code** : Applied when a discount is used.
  - **Discount(%)** : Discount Amount. This can only be applied as a percentage.
## User Permissions
  - **No Permissions** : Cannot see, add, or process payments.
  - **Profile Read** : View stored payment methods but cannot add, edit, or process payments.
  - **Profile Write** : Add and edit stored payment methods but cannot process payments.
  - **Revenue Access** : Process payments in Create a Posting but cannot view, add, or edit stored payment methods.
  - **Profile Read + Revenue Access** : View stored payment methods and process payments in Create a Posting but cannot add or edit stored methods.
  - **Profile Write + Revenue Access** : Full access—can view, add, edit, and process payments.
## Guarantor
A guarantor is the individual responsible for a patient's financial obligations. This is typically the adult patient receiving care but may also be a parent or legal guardian.
**Viewing and Managing the Guarantor**
The guarantor can be found in two primary locations:
  - **Registration View:** Displayed on the right-hand side below the patient balance.
  - Claims: Shown under the "Guarantor" section. Selecting Edit in claims redirects to the Registration View.
![2024-12-20_10-10-31.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2Ff097908d-ede9-4818-964c-3b22c47c0da5-1734707437653-2024-12-20_10-10-31.png-a9349b3b-d37b-45b4-823a-bf4b0de6e7d6?Expires=253370764800&Signature=AKMcQAyS3s~0wHW64aJxecSlteTyNtaFRBfHGEXTgDqxgg1E2rA4UNyvisKKvViBamWhRXNKb8QWdkz1MY1cj3R-ClWUquw1dNZLPYLuv9uHJSrqX2Exaf4ujOlH~4taSnhrlV0L2vH5TXgjInYjLnhy30FQdwz1l1w24OXxusIAkUD-dkVs9KoLb3Va8XpFmAN9aV3eAMW-ZnF5vKmnQujdP6EUxwF8YWonVvoBGS5cYeu-SqKwRofIVv9oDWM-fc0oE0JDJxklE1pkg6UCfjrHz~HHpw9PH24OGJ6Ob3UHxLsCWEv0kNFIjbV0Dq8UnDW-S~fZvOY2ryxKYTBfdg__&Key-Pair-Id=K3NV4LZ47N8M46)
**Adding a Guarantor**
  - Click the **notepad icon** in the guarantor section of the Registration View.
  - Use the search box to:
    - Select an **existing patient** as the guarantor, if applicable.
    - Add a **new guarantor** if no matching patient is found.
      - Complete the form with the guarantor's information:
**Removing a Guarantor**
To remove a guarantor, access the Registration View, select the **notepad icon** , and choose the option to designate the patient as responsible for their own balance.
**Editing Guarantor Information**
Demographic details for a guarantor must be updated in their patient profile, not the dependent patient's profile. Navigate to the guarantor's chart either by clicking their name in the dependent's profile or searching directly. Edit necessary guarantor information.
# FAQ & Troubleshooting
**Q: When I enter a payment for a patient with multiple active claims, which claim is it applied to?**
A: Payments are allocated to the oldest balances first. If you need to associate a payment to only one claim, use the create a posting functionality on that claim in the revenue module.
**Q: How do I collect copays for multiple claims?**
A: Use **Add New Copay** in the Collect Payment modal to add multiple copays for different claims.
**Q: Can statements be sent via phone numbers?**
A: No. Statements are sent only to verified emails or via physical mail (if using Lob).
**Q: What happens if a payment method is saved to the wrong connected account?**
_Canvas Support must manually disconnect the payment method before it can be reassigned._
**Q: Why don't I see the ability to add business lines in Admin?**
_Business lines must be enabled in Constance Config. Your clinic administrator or Canvas Support can assist._
# Related Resources
  - [Video: Collect a Payment](https://www.loom.com/share/6bc5f6a8210a48528515bb1f26c4cb27)
  - [Managing the Patient Portal](/docs/447665cb-4c0e-4b82-ae0c-7aaef5e51287/articles/957aa7cb-cbf2-4744-bb1a-b98e28abbd00)
  - [Extension: Stripe Payments](https://www.canvasmedical.com/extensions/stripe-payments-integration)
# Keywords & Metadata
**Keywords:** payments, patient payments, guarantor payments, copays, Stripe, Stripe configuration, Stripe connected accounts, business lines, payment routing, API keys, stored payment methods, card on file, patient app, patient portal, statements, Constance config, payment method errors.
**Categories:** Billing & Revenue, Patient Experience, Payment Collection, Payment Processing.
----- END PAGE https://help.canvasmedical.com/articles/4431910086-collect-patient-payments


----- BEGIN PAGE https://help.canvasmedical.com/articles/4551334461-patient-metadata
# Introduction
Additional profile fields allow your organization to collect and store custom patient information beyond the standard demographics data. These fields help capture important details specific to your practice needs, such as preferred communication methods, lifestyle factors, manually referenced pharmacy details for non-e-prescribing workflows, or other relevant patient information.
Custom profile fields are enabled and created using a plugin and the [Canvas SDK](https://docs.canvasmedical.com/sdk/patient-metadata-create-form-effect/). If your organization has developer resources, please share the [How to add additional profile fields guide](https://docs.canvasmedical.com/guides/profile-additional-fields/) to facilitate further development.
# User's Guide
## Viewing Additional Profile Fields
Additional profile fields appear in the patient demographics section of the patient profile. When your organization has configured custom fields, you'll see them alongside standard demographic information like name, address, and phone number.
## Populating or Editing Custom Profile Fields
Patient metadata custom profile fields are located within the demographics section of a patient's profile. These fields can be populated or edited through the edit modal in the patient demographics section.
Additional profile fields are customizable and support various input types tailored for specific data collection purposes.
  - **Text Fields** \- These fields allow for open-ended responses, such as entering details like occupation, preferred communication language, or emergency contact notes.
  - **Dropdown/Select Fields** \- These fields provide predefined options for users to choose from, such as insurance type, preferred appointment times, or referral sources.
  - **Date Fields** \- These fields are designed to capture specific dates, such as a next of kin's birthday, significant medical anniversaries, or preferred appointment dates.
## Configuration & Set Up
Custom profile fields are enabled and created using a plugin and the [Canvas SDK](https://docs.canvasmedical.com/sdk/patient-metadata-create-form-effect/). If your organization has developer resources, please share the [How to add additional profile fields guide](https://docs.canvasmedical.com/guides/profile-additional-fields/) to facilitate further development.
## **FAQ & Troubleshooting**
**Q: I don't see any additional profile fields in patient demographics. Why?**
A: Additional profile fields must be configured by a developer. If your organization employs developers, share the [How to add additional profile fields guide](https://docs.canvasmedical.com/guides/profile-additional-fields/) to facilitate further development.
**Q: Can I edit the dropdown options for select fields?**
A: Dropdown options are set during development and cannot be changed through the Canvas interface.
## **Related Resources**
  - [Patient Demographics ](/articles/8802451810)
  - [How to add additional profile fields (Developer Guide)](https://docs.canvasmedical.com/guides/profile-additional-fields/)
* * *
**Keywords:** custom profile fields, patient metadata, additional demographics, patient information, custom data collection
**Categories:** Patient Management, Demographics, Data Entry, Custom Fields
----- END PAGE https://help.canvasmedical.com/articles/4551334461-patient-metadata


----- BEGIN PAGE https://help.canvasmedical.com/articles/4577696191-setting-up-vip-access-on-a-new-phone
Getting a new phone? Before you trade in your old device, you'll need to migrate your credential or register a second authenticator to your EPCS account. If you don't, you'll lose access to your authenticator app and won't be able to e-prescribe controlled substances.
### What you'll learn
  - How to migrate your credential to a new device
  - How to add a second token to your EPCS account
  - How to disable your old token after switching devices
> **Already got rid of your old phone?** Unfortunately, authenticator apps don't transfer to new devices automatically. You'll need to contact [DrFirst Support](https://help.drfirst.com/hc/en-us/sections/17539927218579-Support-Experience) to complete identity proofing again and register a new token.
## Migrating Your Credential
If you still have your old phone, you can migrate your credential directly to your new device using the VIP Access app.
  1. Open the VIP Access app on your current device
  2. Select **Migrate Credential** from the menu
  3. Select **Generate Code** to generate a migration code on your current device
  4. Download the VIP Access app on your new device
  5. Use the VIP Access app on your new device to scan the code generated on your current device
Once the migration is complete, your new device will have the same Credential ID as your old one.
## Adding a New Token
If you'd prefer to add a second token instead of migrating, this keeps your old token active as a backup until you're ready to disable it.
### Access the token management screen
  1. Go to the [EPCS Gold Prescriber Dashboard](https://ui.epcsdrfirst.com/pob/login) and go to **Utilities > Token Management**
  2. Log in with your NPI number and existing passphrase
  3. Select your existing token from the **Token** dropdown
  4. Enter the one-time pin from that token
  5. Click the **Tokens** tab
  6. Click **Add New Token**
### Add a VIP Access soft token
  1. Install the VIP Access app on your new device
     - **iOS** — [Download from App Store](https://apps.apple.com/us/app/vip-access-for-iphone/id307658513)
     - **Android** — [Download from Google Play](https://play.google.com/store/apps/details?id=com.verisign.mvip.main&hl=en_US&gl=US)
  2. Select **Code Generator > Add**
  3. Complete the required fields
     - **Token Manufacturer** : SYMANTEC
     - **Token Issuer** : DRFIRST
     - **Token Type** : OTP SOFT TOKEN
     - **Token Name** : Create a nickname to identify this token — don't use underscores
     - **Credential ID** : Enter the Credential ID from the top of your VIP Access app. Use the format SYMC########### with no spaces.
     - **One-time pin** : Enter the current security code from your VIP Access app
  4. Click **Save**
  5. You'll see a confirmation that your token was successfully paired
## After You Switch Devices
Once you've set up your new device and confirmed your new token works, disable the old one.
  1. Return to the **Tokens** tab in the EPCS Gold Prescriber Dashboard
  2. Find your old token and click **Disable**
  3. Enter a reason for disabling
  4. The old token will now show as Inactive
> **Keep in mind** — DEA requires that you e-prescribe controlled substances on a separate device from your authenticator.
## Next Steps
Once your new token is active and your old one is disabled, you're all set to continue prescribing controlled substances.
## Frequently Asked Questions
**Q: What if I already got rid of my old phone?**
A: You'll need to contact [DrFirst Support](https://help.drfirst.com/hc/en-us/sections/17539927218579-Support-Experience) to complete identity proofing again and register a new token. There's no shortcut—this is a security requirement.
**Q: Can I have more than two tokens?**
A: Yes. Having multiple tokens gives you backup options if one device is lost or unavailable.
**Q: What's the difference between a soft token and hard token?**
A: A soft token is an app on your phone that generates one-time pins. A hard token is a physical key fob that does the same thing. Both work for EPCS authentication.
**Q: Should I migrate or add a new token?**
A: Migrating is faster if you just want to move to your new device. Adding a new token is better if you want to keep your old device as a backup until you're sure everything works.
## Related Articles
  - [Electronic Prescribing of Controlled Substances (EPCS) Enrollment](https://help.canvasmedical.com/articles/8630998726-electronic-prescribing-of-controlled-substances-epcs-enrollment)
  - [Resetting Your EPCS Passphrase](https://help.canvasmedical.com/articles/5514693639-resetting-your-epcs-passphrase)
  - [Troubleshooting EPCS Authentication Errors](https://help.canvasmedical.com/articles/5551249431-troubleshooting-epcs-authentication-errors)
* * *
**Keywords:** VIP Access, new phone, authenticator, soft token, migrate credential, EPCS token, two-factor authentication
**Categories:** EPCS, DrFirst, Troubleshooting
**Roles:** Providers
----- END PAGE https://help.canvasmedical.com/articles/4577696191-setting-up-vip-access-on-a-new-phone


----- BEGIN PAGE https://help.canvasmedical.com/articles/4598819098-command-family-history
The Family History command allows the user to document the patient's family history. 
## FAQ:
**Q:** Can I add multiple family members to a specific condition?
**A:** Yes - you will enter multiple family history commands for each member with the same condition.
**Q:** Can I enter multiple conditions for the same family member?
**A:** Yes - you will enter multiple family history commands for each condition for an individual family member.
**Q:** How do I document the patient is adopted?
**A:** Enter "not known - adopted" as the condition and the relative as "adopted"
**Q:** I made a mistake, how do I remove this command?
**A:** Commands can be entered in error, but not deleted. Please review the Entering a Command in Error document for directions. 
## Step by Step
This process begins in an open line of a note of the patient's chart. 
  - Type "_family_ ", "_history_ ", or "_fhx_ " into a blank line within the note.
  - Select command by hitting **Enter** on your keyboard.
  - Type the condition of the family member.
  - Hit **Enter** on the keyboard once the desired condition populates.
  - Navigate through the remaining fields by selecting **Tab** between each field
    - **Relative** : the family member's relationship to the patient
    - **Note** : any additional notes or comments such as the age of diagnosis, or any other relevant information. **Field has a 512 character limit.**
  - Click **RECORD** to commit the command to the note.   
** _NOTE:_**_The entry immediately becomes visible in the left side panel under Family History_
# Resources
### [Video: Documenting Family History ](https://www.loom.com/share/599689433b954cbba328801b6ba98850?sid=83d42008-7ea7-4a99-979f-81a349e2f2cf)
----- END PAGE https://help.canvasmedical.com/articles/4598819098-command-family-history


----- BEGIN PAGE https://help.canvasmedical.com/articles/4603195425-feature_spotlight_saved_payment_methods
## Introduction
Saved Payment Methods, also known as "Card on File," allow patients and clinic staff to securely store and manage credit card information for future payments using Stripe. Saved payment methods eliminate the need to manually enter payment details, making transactions faster, more secure, and more convenient for both patients and staff.
## How it Works
**Managing Payment Methods**
  - Saved payment methods are stored on the patient profile under the insurance section (collapsed by default).
  - Adding a New Payment Method
    - Click "Add Payment Method" in the patient profile or patient app.
    - Enter the required details:
      - Card number
      - Expiration date
      - Security code
      - Patient consent toggle (Consent must be obtained before saving a card).
  - Modifying or Removing a Payment Method
    - Click the pencil icon next to a saved payment method.
![screenshot-202503054858.jpg](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1741214950693-screenshot-202503054858.jpg?Expires=253370764800&Signature=QB6YeV2Qdm1KutGc3gtxra86oDZ-2qeTVqAhTGxXkdRYgeJMbubSTe0reurMy-Bd92fYyAqnO2C9vy9FMKqWsHb8GOfuhGyHWpxAgiVqg7k4zDyMdlKGyKL1S7TOFbp8OeGeRMoPl~X3YjgNkurwGHtfwybBijnJ5GyEyOggQztqB~hdEUBkkfH~X-3fcddNLk9cWb4iuDB5HUN9Wu5pTNAnWrCwRG7LOxuw-UfEgVkXoiBdq55SmMYf0z--11BP-BNf-KcSrcKBWNpIK5c0XNrcMH-8bcrXzwZjkHvU-45NXuh3mNh1Dh7JWFU1LmameyRrAyBY0H-CCq8MBVpbSA__&Key-Pair-Id=K3NV4LZ47N8M46)
## Accessibility
  - Utilizing saved payment methods require an active Stripe integration.
  - Users need **Revenue Access** permission to view the insurance section where saved payment methods are stored. Additional permissions determine what actions they can perform:
    - **Revenue Access** – Users can collect payments using saved methods but cannot add or modify them.
    - **Profile Read** – Users can view saved payment methods but cannot add, use, or modify them.
    - **Profile Write** – Users can add, use, and modify saved payment methods.
## Key Benefits
**Faster and More Convenient Payments** – Reduces manual entry by allowing patients and staff to securely store and reuse credit cards, streamlining transactions.
**Improved Payment Collection** – Encourages timely payments by making it easier for patients to pay outstanding balances while preventing expired cards from being used.
**Enhanced Flexibility and Security** – Patients have full control over their stored cards, while organizations can enforce consent requirements and restrict access based on user permissions.
## References
[Collect Patient Payments](https://help.canvasmedical.com/articles/4431910086-collect-patient-payments)
[Stripe Configuration](https://canvas-medical.help.usepylon.com/articles/4431910086-collect-patient-payments#stripe-configuration-45)
## Metadata / Keywords
  - **Keywords** : saved payment methods, card on file, Stripe payments, patient payments, secure transactions, credit card storage, healthcare payments, payment processing, patient billing, revenue management, payment security, consent requirements, payment collection, user permissions, payment flexibility
  - **Categories** : Payment Processing, Patient Billing, Revenue Management, Security & Compliance, Healthcare Transactions, Financial Operations
----- END PAGE https://help.canvasmedical.com/articles/4603195425-feature_spotlight_saved_payment_methods


----- BEGIN PAGE https://help.canvasmedical.com/articles/4617508394-managing-appointments
Managing appointments is a core function of any clinical workflow, and Canvas offers a comprehensive set of tools to help users streamline scheduling, manage provider availability, and deliver a seamless patient experience. This guide walks through appointment scheduling in Canvas, from basic methods to advanced features like telehealth support, timezone coordination, and appointment follow-up workflows.
Canvas supports two primary methods for booking appointments:
  - **Schedule View** – For quick, calendar-based booking.
  - **Patient Chart** – Ideal for follow-up visits directly from the patient's record.
Both methods are designed to provide flexibility and efficiency, ensuring appointments can be booked in a manner that best suits the workflow.
# User's Guide
## Scheduling Appointments
Users can schedule appointments directly from the Schedule View or from the patient's chart, offering flexibility and convenience depending on the workflows.
  1. The scheduling modal can be opened in various ways
     - From the schedule view:
       - **Click and drag** on the desired time slot for the selected provider
       - Use the **Calendar button** from either the schedule view or within the patient chart
  2. Complete appointment details on the left side of the scheduling modal
     - **Patient** : The name of the patient scheduled for the appointment.
       - From the schedule view, the patient can be searched by:
         - Name
         - Date of birth
         - Phone number (numbers only)
         - Email address
If the patient's name disappears after selecting their name, the patient is inactive
![2024-11-12_21-07-58 \(1\).gif](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1731463981499-2024-11-12_21-07-58%25281%2529.gif?Expires=253370764800&Signature=G-s8RedLcwS81bQfGv5ln6mda9-rrbXG1br6lG6T-pKViR2iQEuExqh17vLWfEAUHPl-kan0hi-rOqfNzGsuf59z-gIUCRjJG7loV7Syr4GDlLWN4-FG~qRgxqtfDeNNvhZ~T7BKX6ave9ioh~tGv-eGDMHpfQ4mS3dw6TTEdF6GCjXQIa9cii3P4xhUUnMMzZ9z3o-qEdJK78Bi9xLKxEmlwzhHbGXsiEtGB93~hCX8a~DVzJ1FZg65EEtBjG5GAmkk3T-GwBLeMT7r12OzMQ1kCQvvR-emREam7fmJ7nl5axFLSvSV1kQfp~n2imx9DcCp4~9tU5M9P3bM6yI4Lw__&Key-Pair-Id=K3NV4LZ47N8M46)
       - From the patient's chart, the patient's name will auto populate and cannot be modified
     - **Provider(s)** : Provider(s) that will be overseeing the visit. Up to 3 providers can be selected. 
       - If a provider is booking the appointment, their name will be auto-filled. 
       - If a non-clinical staff member is scheduling the appointment via the calendar button, the field will be blank for flexibility. 
       - If appointment is being scheduled from **click and drag** , the provider will automatically populate based on the provider selected. This can be manually changed from the dropdown if needed.
       - If no provider is selected, all providers with open availability for that day will be displayed.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1758054448826-image.png?Expires=253370764800&Signature=RQuMbKG~3BmofVnSx08xICYhH6OD61mIQGkaWtHOoveyE8v35M574hOfsegRWGV4j-1cZ5uO3ys2i6AgK70uj2XMmNHXFG4e9FU3iARVTn90ATttoaO04tSDgPIKF30SEwXbzEzl8-JQvWIcWJR4v-h9Er1Xx7j5wiUzid4fMf6qd84Bf4onUtwzdOhvxT5LsklCzMbJYwYkuoA4-E8VZbIyDaBXDnC7jhh8M2GEmWLEe2ztIdEYw8ZRT02MukrqCzFMo08WAB7hhlUyYJuIG01yl3JTsprJdWyVWmsZ9~0ssA4vCs9B2dCvqSud8n8ywWvb3GlNi040CLf06eypSg__&Key-Pair-Id=K3NV4LZ47N8M46)
     - **Practice Location** : Select the correct location for the appointment 
       - From the schedule view: 
         - If a provider is booking, their primary practice location will auto-populate as the location
         - If a non-clinical staff member is booking the appointment, locations will auto-populate to the filtered location
           - If the scheduled view is filtered to **All Locations** the practice location field will be empty and require a selection
       - From the patient's chart
         - The provider location will be blank regardless of who's scheduling and will require a selection
     - **Visit Type** : Make appropriate visit selection from the dropdown.
Review [**Creating Note Types and Other Events**](https://canvas-medical.help.usepylon.com/articles/6785045644-appointment-event-note-types) to learn more about creating visit types
     - **Reason for Visit:** Depending on the chosen configuration, choose from a [structured reason for visit](https://canvas-medical.help.usepylon.com/articles/3690739682-structured-reason-for-visit) dropdown list or add unstructured free text for flexibility, ensuring tailored and precise visit notes.
       - If Structured Reason for Visit is enabled, Duration, Comments and Labels fields will not be visible until the reason for visit is selected.
     - **Duration:** Set the appointment duration to automatically adjust available time slots. 
     - **Comments** : An optional free text field to add any additional notes for the appointment
     - **Labels** : Apply any relevant labels to categorize the appointment, aiding in organization and prioritization. 
       - No more then 3 labels can be assigned.
       - Labels will display on the appointment card and on the printed schedule. 
  3. Select the date and time of the appointment on the right side of the modal
  - The **date** can be selected by one of the following:
    - Typing a date into the field
    - Using the arrows next to the date to move to a future or previous date
    - Click the calendar icon to see a monthly overview.
      - The colored dots under the dates mean the provider has availability on that date
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2Fd857dcb5-0bd8-4f0c-bc42-91cbaf47d94c-c1c5c7e0-5893-4fb0-b261-02f43ccc179b-1749319389132-image.png-1818e496-cd07-442c-9ae2-9b1355c43902-aaf246de-b3c0-460a-93a1-484eb0a358e2?Expires=253370764800&Signature=eK2R98Ibj3o5Xdrn6UQH5ytgE9E~PScNTVLwKj2srMVUvwQHgE43Yq-RZw5HKKZNDIlx1xhSNeJMVxpsw9mULSl8JG7UTM5dQN~DpTnx5r9vmGklnAzGruRPbqohnMS2d7oh5N2TMl9MwD-KzWqh2zLlFi7pTfQVWinFmipVko9TsPHbaE1YahsSSDZq6B~EghS-o9DvBs9XNaKNlcKmWTd~gC3hNDK5XZCtpsyoL4kyrw8b~-IVT6N7ilK2hV8naqpOS0lwkI1zk7evfhhgLiLd2eewdGdIyH-HaP3PGO0Afp3-3j6LtbAw64i16IjwKZrVppIP3yIo-ctt4dLUPg__&Key-Pair-Id=K3NV4LZ47N8M46)
  - The time is selected by clicking the button for the appropriate timeslot.
    - If the patient **does not** have a preferred timezone defined in their profile, the appointment times will display based on the timezone of the user's device.
    - If the patient **does** have a preferred timezone, the times will display based on the timezone selected in their patient profile. 
      - On the left, the patient's timezone will be indicated by the orange down arrow and the user's timezone will be indicated by the blue up arrow
      - On the right, the patient timezone will defined under the **When** heading
![2025-06-07_15-11-17.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F3b41b5a0-0675-49ff-ad83-06e2ec1a7a66-1749324019753-2025-06-07_15-11-17.png-526cfa7f-a2c1-4fd1-90da-67b117a72855?Expires=253370764800&Signature=qYhSW3qJAIUUJ5XDmZAGHrKyGGDnRzp3LIp98yppPafm90a0cFcWXXLgDtBK9qiDPjKh9~POaigyeSl1mZf72k8h-zSPwwf0clgjn6sNKYFv2hgKK6~3rD4Yzc0222bv3P5xvyqQGpM6Kt0i1pVDlVzkIp7TQeXq90uyHEGz4salaVSmyl0jLAdckCnS8rEE89DwgF7t-SJybRxESs2Hp5ISalFlomDzeawj8sWXPGPtQmQmHI4A9ZGdDI0Gi9kUVMGCSerK8v76ZUVQQFMmlcs-KkXFEeqCk5oX1DYCSt6EugqSXdQGgT4Ny1r5yAOXrlZNElxkBvEr3NcicBsBJg__&Key-Pair-Id=K3NV4LZ47N8M46)
  4. Finalize the appointment by clicking **Book** in the bottom right.
## Additional Functionality for Telehealth Visits
Scheduling Telehealth appointments follows the same workflows as in-person visits, with these key differences:
  - **Automated Communication** : Patients with verified contact information receive automated reminders and a link to their Virtual Exam Room.
    - If a patient loses the link or the appointment is scheduled less than 45 minutes before the allotted time, the message can be pushed to the patient again by clicking the triple dot in the header of the telehealth visit in the patient's chart and selecting `Resend telehealth instructions` from the dropdown.
![2024-11-18_15-23-36.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1731961533877-2024-11-18_15-23-36.png?Expires=253370764800&Signature=pgccX3NsQfXVlSwZBq-lH28dPtf225r6Lwuo6F5spqXwA2h19gtItDhLlW2bIvkb7qqevMywl8cFMbynsu4ziXrUWqkUxlSx7~y854lPLxPsodVA-lMIGMnehjgR-muskQmXEEmcOpQqAeZ5-1YMepF2B9oSmy~JnYyMkzJNfd7tiPLoXeoVpDDwSMAyW6lTY--b3~K~pAEuoAtujWD33FtZSn7sCnpR8mUwmFHPS7WmHPcbh9lLe~j8A5KpW-6LX9WM3Vey7UV7k2KQhBrY8FIciYuNPsiswnZeca0rnZSiV4DBAqk9GYqWeK7h5w~LF98P1W7McDwP4N5hPQpFzA__&Key-Pair-Id=K3NV4LZ47N8M46)
  - **Persistent Provider Links** : Each provider's **Virtual Exam Room** link remains the same across appointments, streamlining patient access. Meeting room links are added in the [provider's staff profile](https://canvas-medical.help.usepylon.com/articles/4283873790-add-a-new-staff-member#core-details-10).
    - Unique telehealth links can be created via API in using the [Appointment Create](https://docs.canvasmedical.com/api/appointment/#create) endpoint. 
  - **Direct access to the Virtual Exam Room** : Once the appointment is checked in, a blue video button will display in the header of the appointment. Clicking the button will open the virtual exam room for the provider.
![2025-06-07_15-46-28.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749325691538-2025-06-07_15-46-28.png?Expires=253370764800&Signature=dASxUajzvXrAsx3qjukLG0eYo8lUBytOlKmHVxTchPd0E50-mx3QIEim7mWvK~gp3xjzrwvOgVIqgKt0iKyeW7z2AR6J4fwhMtAKnTd-69paDbiHK4WanIyKCrW-7PpxmQ98bBRzUFcCG7XNrBYAKQO05fh0wZthYYW3q1ESqZkauYcz2uDFk8AvZssdZIWWsVIRAugKLiEV-wD4-HtsMC6oW9Hg4w4gl8Tth-iMrnTbb3Q7BcmrC0OozF9pKflR6r41CG11E3GF9BP2V2Fmqc5Pe6~zd6Y9i9-cIJFtRKbhYQfnoti1r-PwWWQS5vIIvTChg~f~FKY63IvWfjeJog__&Key-Pair-Id=K3NV4LZ47N8M46)
  - **No App Required** : Patients can join Telehealth visits using the shared link without accessing a specific app.
    - If the practice utilizes the [patient portal](https://canvas-medical.help.usepylon.com/articles/7348270931-managing-the-patient-portal), the patient can join the visit from the portal as well.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749320987415-image.png?Expires=253370764800&Signature=jz8-uQWMbqBWr-g43cwGhLwhSYkGH0z5u30AV1RyaGg~5X07rzXybSZSByE88xio-hwQi0j72z3IY5qGeqk7bPmLuoLPFY~E3ozl3rM7Jx-b-mp5F9xjijAKHKRoyMBQMLOJDVLJvBEDgunhxsoZqog5NVA9bkp-1UTBNqxG2bxIfVqrO5r8w5UeDR97FsC6mrO6ul3v8qCWP6ArZpqn3H0GqIydnv4YYXvP4hoer3jJeifa95VfWOG~JBv0~wLZhiljilsTBfHq6agNFhbuMB4DksiV~LuhSVkglt8cyJUg-3UY7JBrhpd9oBGcT9HqixYvm5ifdMUHOu6NsOyGag__&Key-Pair-Id=K3NV4LZ47N8M46)
## Manual Override for Scheduling Outside of Availability
When appointments must be scheduled outside of the [available slots](https://canvas-medical.help.usepylon.com/articles/6105998178-manage-provider-availability), Canvas offers a **Manual Override** feature
This feature in only available when **ALLOW_DOUBLE_BOOKING** is enabled under **Constance: Config**
  1. From the scheduling modal, click **Manual Override** at the top right of the timeslot box to open the override scheduling features
![2024-11-11_18-01-01.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1731366113925-2024-11-11_18-01-01.png?Expires=253370764800&Signature=cRZCCpwE5up1jN4DcPkfs4x924lwdvq95zaNbkNGPOvgDIY9NGKyML2u3eTDLr7JnfjbVGd3UFMdqeUyiObplBQZ5NNMsSggg2fUVp~PM3QugWiR-rvUtm6ozhfs-OaIE09sb-RdYF7OHevUBxFrxb5IYaFrpxJ2pJiu5yyN3aE4~8T8TylJ0ctM9kUmdEb8Ap2ZHdRBqaNglpq0jVxHgiD0yuoeS80cgCBH4ek4-e5-TbUEDkCrTL6-3-xuy-M1WSoCNyS-6A6yRBvjPgInj~5qcENYiOfJXO51Q7mOUX8b0BI1Y0q4Ega7QeiTC4r2rXQuHr0u~ImfxwqKBN2n5Q__&Key-Pair-Id=K3NV4LZ47N8M46)
  2. On the left side, following the traditional scheduling process. Review scheduling process above, if needed.
  3. On the right side, select the date and time of the overridden appointment
     - Appointment times will show in 15 minute durations but times can be changed using free text in the **Time** field.
![2024-11-11_18-03-07.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1731366219341-2024-11-11_18-03-07.png?Expires=253370764800&Signature=sotUHEFognZ551pwfb3IbBV-D5soml1cANjYsT~5SODZh-6DJR4hKosjtcVR9O9zH5UBbKapVatNWR3cKgoPdcJc4maFV0Gi2bqYBOkHTebU6MaAr5j0NC6HNzGEbtnmhiiM55L2leMowaQZiQKwTzUdqzcVu~47tLeJeGV2wlyT67DTLcEDrgweNdPec531nGkZdCVv-6OFmWnYjXUFNnrQHGC9hWXbvo3H6I62vhFmx-kW2rjI6RX6t1~X3-VG9NtguHDnE-Bg6nShkk7CxUTasAVKNe82mO3bltAuqQC4okxxHlCYHi30yiYuNizTbzuHsHtv29HfEmxnTt8vTw__&Key-Pair-Id=K3NV4LZ47N8M46)
## Scheduling Other Events
Canvas enables scheduling non-patient events, such as meetings, travel time, and administrative tasks, directly within the scheduling modal, accessible from the patient chart or home scheduling view.
### Scheduling an Event
  1. Open the scheduling modal either using click and drag on the schedule view or clicking the calendar icon on the schedule view or within a patient chart.
  2. Click the **Other Events** tab in the modal
  3. Complete event information on the left of the modal
     - **Patient** : Connect the event to a patient. This is an **optional** field.
Patient linked events will only show on the provider's schedule to block their availability. Events **will not** be present in the patient chart
     - **Provider(s)** : Providers associated with the event. Up to 3 providers can be selected.
     - **Practice Location** : Location the event will be taking place
     - **Event Type** : **Generic Event** is available by default, but [custom events](https://app.usepylon.com/docs/447665cb-4c0e-4b82-ae0c-7aaef5e51287/articles/6e4f0fd5-4de0-44b8-b95c-1f22573a9935) can be created by a Canvas admin
     - **Custom Title (Optional):** Include extra details such as a phone number or business name for quick reference.
     - **Duration:** Set the duration to display available booking slots.
  4. Select the date and time of the event on the right side of the modal
Canvas does not support recurring events. However, recurring admin blocks can be [**added in the Google Calendar**](https://app.usepylon.com/docs/447665cb-4c0e-4b82-ae0c-7aaef5e51287/articles/6e4f0fd5-4de0-44b8-b95c-1f22573a9935).
     - The **date** can be selected by one of the following:
       - Typing a date into the field
       - Using the arrows next to the date to move to a future or previous date
       - Click the calendar icon to see a monthly overview.
         - The colored dots under the dates mean the provider has availability on that date
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2Fd857dcb5-0bd8-4f0c-bc42-91cbaf47d94c-c1c5c7e0-5893-4fb0-b261-02f43ccc179b-1749319389132-image.png-1818e496-cd07-442c-9ae2-9b1355c43902-aaf246de-b3c0-460a-93a1-484eb0a358e2?Expires=253370764800&Signature=eK2R98Ibj3o5Xdrn6UQH5ytgE9E~PScNTVLwKj2srMVUvwQHgE43Yq-RZw5HKKZNDIlx1xhSNeJMVxpsw9mULSl8JG7UTM5dQN~DpTnx5r9vmGklnAzGruRPbqohnMS2d7oh5N2TMl9MwD-KzWqh2zLlFi7pTfQVWinFmipVko9TsPHbaE1YahsSSDZq6B~EghS-o9DvBs9XNaKNlcKmWTd~gC3hNDK5XZCtpsyoL4kyrw8b~-IVT6N7ilK2hV8naqpOS0lwkI1zk7evfhhgLiLd2eewdGdIyH-HaP3PGO0Afp3-3j6LtbAw64i16IjwKZrVppIP3yIo-ctt4dLUPg__&Key-Pair-Id=K3NV4LZ47N8M46)
     - The time is selected by clicking the button for the appropriate timeslot.
       - If the event is connected to a patient and the patient **does** have a preferred timezone, the times will display based on the timezone selected in their patient profile.
         - On the left, the patient's timezone will be indicated by the orange down arrow and the user's timezone will be indicated by the blue up arrow
         - On the right, the patient timezone will defined under the **When** heading
![2025-06-07_15-11-17.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F3b41b5a0-0675-49ff-ad83-06e2ec1a7a66-1749324019753-2025-06-07_15-11-17.png-526cfa7f-a2c1-4fd1-90da-67b117a72855?Expires=253370764800&Signature=qYhSW3qJAIUUJ5XDmZAGHrKyGGDnRzp3LIp98yppPafm90a0cFcWXXLgDtBK9qiDPjKh9~POaigyeSl1mZf72k8h-zSPwwf0clgjn6sNKYFv2hgKK6~3rD4Yzc0222bv3P5xvyqQGpM6Kt0i1pVDlVzkIp7TQeXq90uyHEGz4salaVSmyl0jLAdckCnS8rEE89DwgF7t-SJybRxESs2Hp5ISalFlomDzeawj8sWXPGPtQmQmHI4A9ZGdDI0Gi9kUVMGCSerK8v76ZUVQQFMmlcs-KkXFEeqCk5oX1DYCSt6EugqSXdQGgT4Ny1r5yAOXrlZNElxkBvEr3NcicBsBJg__&Key-Pair-Id=K3NV4LZ47N8M46)
  5. Finalize the event by clicking **Book** in the bottom right.
## Adding Additional Visits
The **\+ Add Visit** feature allows users to book up to five separate visits or events in one workflow. This includes both patient-specific appointments and non-patient events, providing flexibility for diverse scheduling needs.
These visits are not recurring; each entry represents a standalone visit.
### Scheduling Sequential Appointments
Schedule multiple connected visits and/or events, like travel to a patient's home, the home visit itself, and return travel time. Up to 5 sequential visits can be booked at a time.
  1. Once the context of the first appointment or event is complete, click **+Add Visit** followed by **Sequential Visit** to open another set of appointment details.
  2. Select if the visit will be an appointment or event and complete the fields as normal
Only the patient's visit will show in their chart. The patient linked events will only show on the provider's schedule to block their availability.
  3. Continue to **+Add Visit** until all sequential visits are created.
  4. On the right, the availability will display matching the order, duration and color of the appointment and events on the left for easy booking.
  5. Select the date and time of the appointment
     - Change the date by clicking the calendar icon
       - The colored dots indicate the providers have availability on that day for sequential appointments
     - Select the time by clicking the appropriate sequence of visits
  6. Finalize the sequenced visits by clicking **Book**
![2024-11-12_18-20-45.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1731454133454-2024-11-12_18-20-45.png?Expires=253370764800&Signature=f39irgJNOwnXfrktuzPuS1Ad53YwvkggQLtPKs7ljQtJofvCMVuZJ5FSRNl9Dwv-OltaU3CYBablnizqpHYQX9b7BB2RJe70Ushbsze9viUtS-gSH1dy504zo7Oux0FFIK1apv-~oZDh4OVwnbd4I9gwMah4XkCuh~ojM9P9fZTv6Pm2t9XLaOe3~cbwaod6vzLEAcsy6vcr2XcfPdjyaO0rtKwfY9FtqHVfok53uTmUOQ49Pntx5Z4HYUjwMjN3CvAp4i2docNZUNISq1YXZUoUExsMEVny4P7-ESksP6xa6VGIBpL4ftSOFrHitd0Mm0liR6mB7MkuM48OIYk~GQ__&Key-Pair-Id=K3NV4LZ47N8M46)
### Scheduling Additional Visits
Additional visits are highly flexible, allowing scheduling across an extended time frame with varying durations and times. Manual overrides are available to adapt to specific requirements. Schedule up to 5 appointments and/or events at a time.
  1. Once the context of the first appointment or event is complete, click **+Add Visit** followed by **Additional Visits** to create another set of appointment details.
  2. Select if the visit will be an appointment or event and complete the fields as normal
Only the patient's visit will show in their chart. The patient linked events will only show on the provider's schedule to block their availability.
  3. Continue to **+Add Visit** until all additional visits are created.
  4. On the right, the availability will display matching the order, duration and color of the provider and visit on the left for easy booking.
  5. Select the date and time for each appointment. Unlike sequential visits, these visits are all independent and can be scheduled across various days and times for each provider. After each appointment selection, the details will display under the corresponding visit on the left side.
     - Change the date by clicking the calendar icon
       - The colored dots indicate the provider(s) have availability on that day
     - Select the time by clicking the button under the appropriate provider. 
  6. Finalize the sequenced visits by clicking **Book**
![2024-11-12_18-41-12.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1731454915788-2024-11-12_18-41-12.png?Expires=253370764800&Signature=KeHUpuHI3vJcq6kF3JBfuKnFBE3V1ZZ16ilscYSdyxQoIDK1dNwfecDqdA~9HRNKwVhneMCCu10InkravIuFXGqJW1myeXimWf1fCmkgq7TG4RFtMt1vWqVeRw73aL0vuc02F97gK25CoA2DL5Yds60ZFkw5tYpJyIiW-ZlcntreGwo2JSj3eBpffL-qeuWwtT-1UoRQSW-eSWdU3NC8I2Uqmk-bAXqBCOLNhcyTu0dB6YdR72hZHMNl1fS4JHwU~NF8WcS3MjP0DpXiSnu2NFk2O8MLOqD8QkPXEyUYjPiGU6NEcBDll4FOOSPxwa3xSXQeHterLCLYFQspRHMcHg__&Key-Pair-Id=K3NV4LZ47N8M46)
## Appointment Cards
The appointment cards shown on the Schedule View provide a snapshot of the visit details including reason for visit and appointment status. They also allow quick access to the patient's profile and appointment note. Appointments can also be no-showed, rescheduled or cancelled from the card.
### Changing Appointment Status
  1. Click on the appointment in the schedule view to open the appointment card
  2. Click the status to open the dropdown
  3. Choose updated status:
     - **Unconfirmed** : No confirmation attempts have been made.
     - **Attempted** : A reminder was sent or a confirmation attempt was made.
       - If Canvas' appointment reminders are enabled, this status updates automatically when a reminder is sent. Refer to [Appointment Reminders](https://canvas-medical.help.usepylon.com/articles/2892642076-appointment-reminders) for details on setting up reminders.
     - **Confirmed** : Appointment was confirmed, either manually or automatically.
       - This status updates automatically if the patient confirms via Canvas' appointment reminder.
     - **Arrived** : The patient has arrived for the appointment.
     - **Roomed** : The patient is in the room and waiting for the provider.
     - **Exited** : Marks the appointment as completed
     - **No Showed** : The patient misses the appointment without providing prior notice.
Canvas admins can define the status to auto-assign once in appointment is checked in. Refer to **Setup and Configurations** below for further details.
### Updating an Appointment
To reschedule, no show or cancel
  1. Click the appointment to open the appointment card
  2. Click the triple dot on the right of the card
  3. Select one of the following:
     - **Reschedule** : Schedule modal will open allowing users to change the date and/or time of the appointment
       - The appointment card of a rescheduled appointment will display **Cancelled** in red and include the new appointment. Clicking the appointment date will take the user to the appointment note in the patient chart.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749654259689-image.png?Expires=253370764800&Signature=nRLtiSUgK43WrRqTzdMxsJKWUfI33C7ym~mrRXe48aH4dCfsJEbDJDcOFqVbdjlN-MscIwmFTMshs5AkUb7sB7l-QV7Tsk9TOgsp9s3S9nw5sdwWmKrT1a0OB~NYRq-JfcBnAUTXiIUhTt0m7yBq7CvpnaxV9eQ2AShXkYVWW75Gu5pz5MriooY3DaZSE9wykca30lcikBdrUDnd-pR5rvWPAZnTQufFhuF6SdT4ENXTmtmLfKRWYDfo7loZmnMZk5Y3SJhnBWIMouvGKUcWmOE6WkkqEkojrBH8ph8wbu8lf4YCKprsjfVpgYMhLj3GhexGbqnnzMce~9-B7qVLyw__&Key-Pair-Id=K3NV4LZ47N8M46)
     - **No Show** : Marks the appointment as no show
       - A confirmation will pop up to confirm the patient did not show for their appointment
       - Click **Mark as No Show** to confirm or press **Cancel** to close.
       - The associated note will have `NO-SHOW` CPT code will be added to the billing footer and will lock.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749600152584-image.png?Expires=253370764800&Signature=o-3RM3LVqNtqnBgmokEHab2OQeQ2tmIFPRobUMvVVoh84EGw4xnZZZa8Rx7~RT8UUyh2Wr20m3piHJ8hAmaHM2RmpSvLNinqaOz~1ZdwCipJNEJ2QSDSw1s3LA4tyHF8sDkSefKymJ7xz55Vs~C1XOOz8O6YnTK0DZ6zeYfrS7bOIleP6q5tSyVjacEvJpVCf8a2EB3scJpHrpW2Zkz7en5R7zFAd7i-XVchHj6lrMbJsIa78MUIOKa4EyZLgLv0tUvsoTF10sEUcBK6iY45PiPz3TlcJ1ufPJdcOMZxO0uVs84KbtQaczgQcHLbRu4aNbkDuUZBJIrQMIbQj2rp5A__&Key-Pair-Id=K3NV4LZ47N8M46)
     - **Cancel** : Cancels the patient visit
       - A confirmation will pop up to confirm the appointment should be cancelled
       - Click **Cancel Appointment** to confirm cancellation or click **Cancel** to close.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749600045062-image.png?Expires=253370764800&Signature=pZ-qottoamZ~0gLgFqgMdhET1dYSDmTNc3IoZmj2NGBOHwUFcZ7jeesD87r5W6Ghl7W86hwKbcMiFa8U0PewFnzwn1jFsSWrlG4oay6pccdY2pcsBd5ARKk09Su6HTK3PftGHWCZ3dM8usbsZHTxn8k7RNwohpdkpoBfHYt5i8yHSZ6qsD1gkiUo7yp2yTQKuvE5KbhqFoMVtSaiNgAr6OdSw8yqURp1sdMMucKtcRteHxadgq4-6LHVRuywrj7Yu574iR3DVtSG03qHsD7lAV4J~ngeumglueEC6kSguG2Me2bM3ISoy1GmWG1Q4TiuShJQEXOn70LdDowIA-lDAQ__&Key-Pair-Id=K3NV4LZ47N8M46)
     - Clicking the cancelled appointment on the schedule view opens its appointment card, which shows the status as **Cancelled.**
![2025-06-11_11-05-45.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749654545415-2025-06-11_11-05-45.png?Expires=253370764800&Signature=UqV-KBmd1NU3MQ5wfjRmb8NPXxsLZsRyo7JRTRj3maVzHmN1DuvIMStr28wnP8Z75-WJyn75DdHbGxZVmDQfKLsOQWSiDmOQhT7FQyZkatMkYdCVXjyzBXF1IEfqSlE3h5PZa~nvPEe5uF4OJiyJSYFLK5ZNpn7-gYUYtl9LV1qLYJHfFADOUw27qjH0ycLZOwcb7PuQm~hOmr8hF01xfj5p-3n~TXLcC3EUlK745bk2l099xesM-B6TW8-eMX0pMP22EhE60TYnMHC3lw3lWFLULHNIgnyNTuF0IHullpXLVrOXKdLD3okqE6PqWxMlZA79a~Gv4~M6o7GxaaZyAg__&Key-Pair-Id=K3NV4LZ47N8M46)
### Appointment Labels
Appointment labels can be set when the appointment is created, but they can also be added and updated from the appointment card after the appointment is made.
**Viewing Appointment Labels**
  1. Click the appointment on the schedule view to open the appointment card
  2. When the card is open, the user will see one of the following
     - If 3 labels have already been assigned to the appointment, the labels will be listed along with an alert: **Limit reached: Only 3 appointment labels allowed**
     - If less than 3 labels have already been assigned to the appointment, there will be a link to **Add Label** and select appointment labels from the dropdown.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1757731768605-screenshot-primary09122025003103%25402x.jpg?Expires=253370764800&Signature=aLoGLZV5XM~soxUIL3AFdP9ykdDl2JCJs0zwBwjs2iJJ54YTjxWlCqehd6lm2mQ9RVjcUWnS2U5W3FIvBSEa4AHbeKqIx~ana-6thoaQhloDPyzttkHHoXvBXXAecppCknZC3-ZXqdkDDPI9g4B0vYFHSs5kuYBWvaCEN359vKRAWPhvqv6aZoolcZbey4QjMTR7wnvXlITADU18VHIAROMRzMkxL4qU5fvKZIxdsSRUeceD~jhsGbWa6mAs5gzqzUtP4XAn3PaWMJaFX~PFvZt31mPMbPQDi9l3r0ugAd3jvMOPYkYb~Zria0wExTiTVitm5kpFveaf52iQxDKmsA__&Key-Pair-Id=K3NV4LZ47N8M46)
**Adding Appointment Labels**
  1. Click the appointment on the schedule view to open the appointment card
  2. Click **No labels** or **Add more labels** to open the dropdown
  3. Select up to 3 labels to tie to the appointment
**Removing Appointment Labels**
  1. Click the appointment on the schedule view to open the appointment card
  2. Click the **X** on the label to remove from the appointment card
### Direct Links
The appointment card has permalinks that will take the user to the associated patient's profile or appointment note
  - **Patient Profile**
    - Click the appointment on the schedule view to open the appointment card
    - Click the patient name on the appointment card
    - Patient profile will open for the associated patient
  - **Appointment Note**
    - Click the appointment on the schedule view to open the appointment card
    - Click the Reason for Visit on the appointment card
    - A new tab will open that will take the user to the associated appointment note for the patient
## Managing Appointments in Patient Chart
The options to check-in, reschedule, cancel, and mark an appointment as a no-show are all available in the footer of the patient's **Appointment Note**. 
![2024-11-12_21-14-56.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1731464111047-2024-11-12_21-14-56.png?Expires=253370764800&Signature=STaUUN-tICO0KkeKJQbxvUHTIHj~X01KpMxmwXFeGXr3mw5zwIPE4XuRfRaY2ubQFijyi8Mx93AuktroSwT7385AQeAEotr2ATssnfREAyzcer8nmlo4cgnHwYGEUzIrx2SaBoh6sSG7ONv80VCADqNPr6ttr5HA2mDLGjpN-vPIrNXSkZDqcCz4KWko8yWN8Byd6Q4r-DRpSVO7K~ynpvdKYo~993gBhfVfibCrzPVJhCcURy4Xfn3sLaY091j8G~AkuulIZLUmfCBzjtM0vh5yiQROwdMvf-hxnq6DvHHUhtHNa7yyBIlQvDkxANTQJ-XfK7-q9WE8HAiZcqvZig__&Key-Pair-Id=K3NV4LZ47N8M46)
### Accessing the Appointment Note 
The appointment note can be accessed through either of these methods:
  - Use **Patient Search** to locate the chart and select the appointment note.
  - In **Schedule View** , click the **Reason for Visit** on the patient's appointment card.
Once in the Appointment Note, you can efficiently manage appointment status changes as needed.
### Appointment Note Header
  - Appointment notes are indicated by a calendar icon with the note type icon inside.
  - The icon on the note will match the icon on the appointment card on the schedule view as well
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749680427558-image.png?Expires=253370764800&Signature=EjTmxyRU8eX6gkbKK38kEG59gAqTRfP4FKEm5P~1I1l88ehLctcq22f-Mey9fCVGsA2r4JCDpDwClrzbY5k4sJLShb2tfsECbitOGFKoms8RQwJ1OcAisdp8Kb59uBVVhHMRzBgGLnUIi5lqj~3D~MirE3~bHK1FF42Bh5WsicEOXiKLTxl73Ue1hxs0szUbV9DQ8RMOMlr-LPzKSl6XFzaaFlv6R28AhV0oiTWrOsOJho86R3WqChyvxgEbsZ4PbUkxtjYD3AmFOdSoY-HZvGhwn9t6nAe5senSpxvQiIgk0jvxBnwvZlW~~UEu10NrWaSTlb~8Nl~z8l~AoE9GfQ__&Key-Pair-Id=K3NV4LZ47N8M46)
### Check-In Appointment
  - Go to patient chart
  - Open a appointment note
  - Select **Check-In** in the note footer to mark the patient as arrived and update their status.
Once a telehealth appointment is checked in, the blue video button will appear in the note heading. Providers will click the button to begin the telehealth appointment with their patient.
![2024-12-26_16-34-46.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1735248899511-2024-12-26_16-34-46.png?Expires=253370764800&Signature=XwCSaYwb9h0n8am6jWVtyKcLFxkcORo9-gJP~IxvemDfchdlCSRzT4bsIzmGFw~vdXFmJoFXQFTkfor6JsPlfw5nKc7V0Yb8yN3BvFt-uz9MrjImgHvW7ZOXbBS2HiH6RJON9VaTcLxagEfHvPmKvvLD8-xwsx~1kEeqqAimXSYnTh-kHeQVKntRGm-th97Hw-E6tvEax~WdR8gDH8bl~D36W5Wg2jGDOXAyok4ky~0HvHx6p2HWZxRGeLjorAm0EL8rAGpxnrpO-3EB5enjvS51J61ZsjhSoLFpdu6BI54yRLV6Qg5H5hOpuI4aH00BeD8sA7WmUG84cNsIuI7YNA__&Key-Pair-Id=K3NV4LZ47N8M46)
### Rescheduling Appointment
  - Go to patient chart
  - Open appointment note
  - Click **Reschedule** in the note footer to open the scheduling modal
  - Make changes for rescheduled appointment
  - Click **Book**
### Cancel Appointment
  - Go to patient chart
  - Open appointment note
  - Click **Cancel** in the note footer
    - This will remove the appointment from the schedule, but a gray bar will remain at the location with the option to **Restore** the note. 
![2024-11-12_20-35-34.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1731461752793-2024-11-12_20-35-34.png?Expires=253370764800&Signature=uIkp9JBxomLZ4jn2iwkv65S0m8lf1Kbw-jW6mhtrIS7GhWeJgkVK3NQMti7ECiC4qqZRZ2kK22Le1YPZ6WX3NtZbwCRSjA4KPT7GgFZRbbzvvdunPb8cqYG6frBQwAUso~78ymhOq34wy~EHnIEi1VPk0ee3ya1OsJKaZ2tVrhk~tFTSca0kTZGg~DEhvFpGJ3dB2heatZtc6w~Nnyp65Mx-B-ewMnsrhSsumyk7xOgwgP8~88vwwN9F8v1wXidvQKYrmeq2JdPyQymbWMY8iYiqt-DUfwxdUyQCmrGs0PpwWq~F0lUGLXPVVNdAr~seDNpxSknvY-YlchISJhQLVg__&Key-Pair-Id=K3NV4LZ47N8M46)
### Restore Cancelled Appointment
  - Go to patient chart
  - Find the cancelled appointment note (refer to image above)
  - Click **Restore**
    - The note will return as the original appointment note.
    - The appointment will also be brought back to the schedule view.
### Recall Cancelled and Rescheduled Appointment in the Schedule View 
Canvas offers the ability to review cancelled or rescheduled appointments on the schedule view
  - Go to the schedule view
  - Click the filter and sort button on the left panel above the provider list
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749653449481-image.png?Expires=253370764800&Signature=Ozmkv52sW-vafyqF8l1eEufQjbTkn56dHanc1vR~qmxQUQ16gFH80Z11q0k2QJvJO8FPDRqYwnSWBksS9Hgn9wsLRPPQNH3Zp7r9oWSVApcYjTHlgVMbDX9~W-e3rJOqNbEuRyrC~Y1qXYrMpdxYfXC5WEmEzU~CXslr4Fam5u8wKQaEw3uKLGMxZkOY0CKoOeBx-3S8s85x2qfgZQwAmGnpcxGDS5m3oD6QthyiansW8dGiLu6eYWstIhLEKh4bUDkGltTXrMqdsCkmVAalTQLAdCHuvO6ElqX-y~UUoU3g5xFIcrMFU8jAJTH84gm2DmHI2ctgtvPTRABCZ776qw__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Check the box for **Show Cancelled and Rescheduled Appointments**
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749653527774-image.png?Expires=253370764800&Signature=K0j-O9qcDgWmdwikKOMijYoj3o~IIgSuK5Rl3NTOF-Ls6wGLYMQ4z-vw6MrBLb0MBoeG3OVlbz1QNBINGBVgslTfuBfiBfPPVIvlhOm-z6d8SfLn44JCmnbPyWXJJmKEU7iRWagjimjCsWaemzlLa26RRlE6HJ04tshGjrHh9ZNyP-H5nNeIss91SFsG1ZMwoW49VAjhbugxgrG~Wevo-yGkjvpoD0ZDyYbiFtTgEOsnEspXYb4p1xpyTz4IQQT6PLJEmGnvztYA~oafLCESv1bm75zoQJlyZdXwZgm93e-LYPRQshn7jRV2VJPR9lsxHczdWt7sv7kVklxBclokfA__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Cancelled and rescheduled appointments will display on the schedule view in gray with a strikethrough
## No-Show Appointment
  - Navigate to patient chart
  - Open appointment note
  - Click **No Show**
    - The status on the schedule view will update to no show. 
    - The note will remain in the timeline, but a `(No show)` tag will be added to the note header.
    - A `NO-SHOW` CPT code will drop to the billing footer to apply any no show fees to the claim, if applicable.
![2024-11-12_20-40-33.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1731462041922-2024-11-12_20-40-33.png?Expires=253370764800&Signature=sxfX2gveZxhhHRnLmTYefA4gsWGFK1siDvFd3Fcr8lqT6mFLUwWeO4CfEePZBlnrGyOyCuzn19y6F0eH6sQy0Ot0Jlq6IBzkF6fMEspuyBEdhe-UL~e3H4aOYdJeJuMzhXl0huPbxHFeZuEqI52ZeUIoS8PwE~VXnrTigkcQHsZYPmmVgfGC66qsb5EghxPEBJiV2frYqO3p4DFnHwI0RxLsvibK8LcQ8SDCvN~hVVpMR9ZrCJrK36z0jlcsFqQNCVUWqETjtxmCQVai2RNSP8SqtM7xx1OVldMyg-3H1JIOKiQP1F7TFDWYKB23YSDccbnWoNx~KWjEl1baxjLx4A__&Key-Pair-Id=K3NV4LZ47N8M46)
## Revert an Appointment
If an appointment is mistakenly checked in or marked as a no-show, you can revert its status to the previous state.
  1. Navigate to the footer of the note that needs to be reverted.
  2. Click **Revert** next to the checked-in or no-showed entry. This action will update the note's status back to an appointment.
  3. After reverting, the Lock/Sign button will disappear, and the schedule buttons (check-in, reschedule, no-show, cancel) will reappear.
  4. Choose the appropriate action and complete the process.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1731462146173-84c53ca2-da3b-430f-948b-e6d0548f2119_1729696037472-lock%25253Arevert.gif?Expires=253370764800&Signature=bp9TjSzudCeOLxusp1iaCq9tBJ61KKjjMnbHXO1qeaU-9UPo4KxD8UWm0LObFTm5NEbEMqQWsrrNzeSusgU0XnZpCLTSuGG7siGzuDjULGe9-w1y3TX6hDHaKnMQD7HR9ViIYmLVJIwf2Mkot50PEwiV~ZG8NqKykMCLRWpgjVdcVcxeGgf6Ly0zKLjX~pSxZvhuJqrLHjLwOZiSKHrT-zM-L3qpLbQ6dSn7PNnkyIZWsN2SKEV2LxK3B8SgtF4PRSpHC~snAMcpChoqlIGeJI6cL-3OiFIXUZLbxvmTOlOGvvt4CE8kHkblnapEKW2mXMXBviz0NlVJ1EazRCshGw__&Key-Pair-Id=K3NV4LZ47N8M46)
If a note is signed/locked after it is checked in, it can no longer be reverted
## Scheduling a Follow Up Appointment
Follow up appointments are triggered by adding the **Follow Up** command to a chart note.
  - Add a **Follow Up** command to a chart note
  - Complete fields of the command
    - **Header** : When the patient needs to return for the follow up appointment. (ex: 2 weeks, 1 month, 6/13/2025)
    - **Visit Type** : A dropdown of all visit types for the practice
    - **Reason for Visit** : This will be free text if the practice is using the unstructured reason for visit or it will have a dropdown to select from if the practice utilizing structured reason for visit.
    - **Scheduling Comments** : Any free text comments
![2025-06-11_11-39-34.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749656411166-2025-06-11_11-39-34.png?Expires=253370764800&Signature=Xq0KJJso2ncQ3B~1ZI8t6ocicZ18yb9pCzjqq0Wjsdqcp73kvHpFeCiUBCeu5AH1~acQiJFe5YWYTwT0ljasyLcRQC~gvvCoUdlg-UyTwSxzeGddSDCjUnahY65WDj-ssyrCNGNHAdIdxDIt4wSKtuwo7D6TutBvCcJ8qQwS~5u3N2ujm-TGhJuzo~6VH3AzZehym4f-vQ2sRedSoqiVqfK3ti5C2abV3kh8zrBoKjwzRKOMlnJp53rfaqMMRMMkNVK8LM2ZNpCSiE8lUUhRgjVO9o7wixB1IPViqxZh~9bOrkPnGOwXOGKujnGnSoJ7U4uI9Z3h7jFB0rKgh7oO2A__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Click **Record**
    - A numbered badge will appear on the scheduling icon in the patient chart.
![2025-06-11_11-26-02.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749655575355-2025-06-11_11-26-02.png?Expires=253370764800&Signature=PMYIl09NEqv8INdRd875hznjdTSIHjzdkXlOZQoF-ij~OIgjLwZrWrcNB1qDSRbA68bURAeOzXs-Hr9kBoWo0V2qWgIGPN4gY8pGTDOeNjrhD7E8sXms6eE4oppdFO3qXMJ-kkZydRJocs3MsnmZZpWBMwRbmnoVjt8M6wDxj9oHFXFwBvdaTB0-LOOweBex0YrWeS2iOGekH4Bt5XYVX~w4q296ERenOzAuheX0YfrFMr4qoSxNE3WLtw76AWIdQOVkRwM6eHKMa8kaPgCbQ2QzP53LyGC1D7DXO~nRsP8WO4w2c5WSQupVsrRALXeJG6DsY1rjjwxiscC4MnR59g__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Click the calendar icon to view follow-up appointments in the **Choose an Appointment** modal which include:
    - **Details** : Pulled from the **follow up** command. Includes date the follow up should be around and comments
    - **Book** : Opens modal with pre-filled info.
    - **Remove** : Deletes request.
    - **Exit** : Closes the notification.
    - **New Appointment** : Schedule outside of follow-up.
![2025-06-11_11-26-49.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749656467961-2025-06-11_11-26-49.png?Expires=253370764800&Signature=Jwuwucrd7htljk~SI-hQDSP-216jYNXj~fPeoK7n94pTIoKws0XqeZ1RLpjH24NEM8a7yEo4Dg3tjdszZva4k13vrvawt~JCrOOceylHJ2xswKQ98BvgAg-7U5sT-t34zsPFMrbRYUfNIOnRn7PPPYYJvctC6pcYqe-ijDYLYtfPqpZJ1aDtvF6Nmypfp-4sfHDImdgg0n7qKNvZpey0XoHjE5TETzuNwzLej9Wqbtu~LCeWqO3gnJ9mqKZFJk2U0D4369RtatTcRTZAe~Ok2ZF0AzS4l6FpsscHEV6im7ynlquvJdeqpVYitJTVdBRE8mnNtm9eK5scuWdYKBN1HA__&Key-Pair-Id=K3NV4LZ47N8M46)
  - To view all follow-ups:
    - Go to the **Recall Appointments** section under the triple-dot menu on the Schedule View.
All follow-up requests, across all patients, can also be reviewed in the **Recall Appointments** section on the schedule view under the triple dot of the user panel.
![Screen Recording 2021-07-16 at 11.09.37 AM \(1\).gif](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1731945336550-ScreenRecording2021-07-16at11.09.37AM%25281%2529.gif?Expires=253370764800&Signature=s~u5OU9Gnj2DhDERgHZZBezxfm51erHnZ3QR91Jr4HmQsOYkzF7do20hCwxeOZ7k4cPiXlEdtNT3nUeJPy4ls99ngsMXFfz1JLgmZJFBSaUmiPVF8FDS-NwI-GgV-msWtd7g5HZ0lLX98JjNkX97efQ8nkMIvKTsKHPKpQpGS9BVostK~BTFnm7A4KL-nt~O2JmmmVtnIA9hpGTNSLeFsQ2YerVettQ5cjA~x2kdool2i0Lzw4yxUZ9L88o0OsF3X6HCJosiJhxGJkTcSkymxR4BhraEHjxwtTQYeMDYDi4g~Ic1y~Jtiob1M2pkg8ay0Kwv8Ed67Mqf9U~IGFiG8g__&Key-Pair-Id=K3NV4LZ47N8M46)
# Setup and Configurations
## Appointment Status Once Checked In
Administrative users can set the default appointment status update that appears on the schedule view when an appointment is checked in. 
  - Go to **Settings** under the triple line menu
  - Select **Constance: Config**
  - Find the `APPOINTMENT_STATUS_ONCE_CHECKED_IN`
  - Select the status from the dropdown
    - **None** : No status change occurs at check-in.
    - **Confirmed**
    - **Arrived**
    - **Roomed**
    - **Exited**
  - Click **Save** to apply changes.
Only one status can be chosen for the automatic update at check-in; any additional status changes will need to be updated manually.
## Disable Double Booking
By default, Canvas allows double booking, but it can be disabled.
  - Go to **Settings** under the triple line menu
  - Click **Constance: Config**
  - Find the setting `ALLOW_DOUBLE_BOOKING`
  - Uncheck the value box to disable and save changes. If assistance is needed, [contact Canvas Support](https://portal.usepylon.com/canvas-medical/forms/standard).
![2024-12-23_17-45-58.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1734993970915-2024-12-23_17-45-58.png?Expires=253370764800&Signature=CcH0iqsndHRpG5Oal-srYwNvoQCCtcjAQORLNeuxla23duXjcBtNNMyydugVPBDy7mm5o~y0F34QXb3eaJ3ASTCnHzOLHwagAevHRmwZ9UcwFcTzvuHfZP-ChZVMGw8-AqSWuOeB8O6FoB-oP30lX7aEVApvs0MnK-yvKLrxNV~OOAPILj89rU-w971TE6PfYd7P2O2DuEUZjOLCPKw5s-q4GTSLNPesgYmIuxXP3OtwMeKRBTjPHl2Xs31FJ8e-vjtXHWi-ygIH3rUTGDlWEzbC70fei-5letW-97So3Bx3YLGUH9i~9XUPXdNDVQ4vma3M5Mq6sbuKHXJFSba9Gg__&Key-Pair-Id=K3NV4LZ47N8M46)
## Show Future Appointments in the Patient Timeline
  - Go to **Settings** under the triple line menu
  - Click **Constance: Config**
  - Locate the `SHOW_FUTURE_APPOINTMENTS_DAYS`**** under the**Note Header and Appointment Configuration** heading
  - Update the field with the adequate number of days you'd like to see for future appointments in the patient timeline. The default is 14 days.
  - Appointments beyond the 14 days will be collapsed. Click **View All** to see all future appointments in the patient timeline.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1758055132595-image.png?Expires=253370764800&Signature=DzlIT379FvILQGpv6snDuVaO0Bqv3~mUe93FFccvUvSebRUKBPJ3klTC340cCtxuEugKDqYVm~~rFpZS5rrjtSs-uIARMW3ZXwFofB-HMbRCBQo3g7p~Nuz4GTleAr2poGRKYZmYthBkt4BzKiM65CfuE3-WosiN90QwTGV3EGMxWnY56moGI5daftJy7cz3pSmB4GqEwDImOd2kVdQjRkwaz~XQaDEKtv2SB0r6rRKxLYraH5ij~WZNoBG7th-Lffkjh9nOGwp7ervPBaf4nv00rnzPX-zgSNGc7eU9u4i1-9PYJco9hFOxnxyLxXubhJW4cFG-u3W2fsX566QQqQ__&Key-Pair-Id=K3NV4LZ47N8M46)
----- END PAGE https://help.canvasmedical.com/articles/4617508394-managing-appointments


----- BEGIN PAGE https://help.canvasmedical.com/articles/4646004700-config-constance-settings
Canvas keeps a set of instance-level settings in the admin area under **Constance > Config**. These settings turn features on and off, hold configuration for third-party integrations, and adjust default behavior across your whole instance. Release notes frequently name one of them directly, for example `ENABLE_CANVAS_CHAT` or `NOTE_BODY_TAB_LABEL`.
This article covers where to find these settings, who on your team can change them, and which sections your team edits directly versus which ones Canvas configures for you.
## Where to find Constance: Config
  1. Begin in the Schedule View.
  2. Open **Settings** from the triple line menu.
  3. Under the **Constance** heading, select **Config**.
Settings are grouped into sections and listed alphabetically within each one. Each row shows the setting name, its current **Value** , its **Default** , and help text describing what it does. Checkbox settings are on/off, and the rest are text inputs, numbers, or dropdowns. Change the value, scroll to the bottom of the page, and select **Save**. A _Live settings updated successfully_ banner confirms the change.
Three things are worth knowing before you change anything:
  - **Changes take effect immediately.** There is no restart or deploy step, and the change applies to every user on the instance.
  - **Every setting can be reverted.** A **Reset to default** link sits beneath each value field.
  - **Settings are per instance.** A value changed in a development or staging instance has no effect on production, and the reverse is also true. Confirm which instance you are in before saving.
## Who can change these settings
Access to Constance: Config comes from the **Administrative** auth group. Staff inherit that group from any role whose **Domain** is set to **Administrative** or **Hybrid**. On a new instance, that covers Administrative Developer, Office Manager, Clerk, EPCS Administrator, Biller, Medical Assistant, and Care Coordinator. Roles in the **Clinical** domain, including Physician, Nurse Practitioner, Nurse, and Clinical Developer, do not have access, and a staff member holding only Clinical roles does not see the Constance heading in Settings.
These are the defaults for a new instance. Because a role's domain and its default auth groups are both editable, your instance may differ. Check the role in Settings to confirm.
To give someone access, assign them a role in the Administrative or Hybrid domain. See [Staff Roles](https://help.canvasmedical.com/articles/6649603926-staff-roles) for creating and configuring roles, [Managing Staff Profiles](https://help.canvasmedical.com/articles/4283873790-add-a-new-staff-member) for assigning one, and [User Permissions](https://help.canvasmedical.com/articles/4709841955-user-permissions) for how auth groups work more generally.
Changing a role's default auth groups affects only staff created afterward. To give access to someone who already exists, assign them a role in the Administrative or Hybrid domain, or set the auth group on their staff profile directly.
The Administrative auth group is broad. It grants access to instance-wide configuration and to other administrative areas beyond Constance, so assign it deliberately and only to the people who need to administer the instance.
## Sections your team can edit
These 16 sections are visible and editable in your admin to any staff member in the Administrative auth group.
Section| What it controls| Learn more  
---|---|---  
**Billing**  
 _9 settings_|  Automated invoicing and its interval, whether invoices may fall back to mail or email, referring-provider autofill on claims, the Push Charges button in the note footer, the Medicare identifier (PTAN) on claims, and the cap on a single Move claims to queue batch action.| [Claim Management](https://help.canvasmedical.com/articles/9992348572-claim-management), [Revenue Queues](https://help.canvasmedical.com/articles/3240845520-queues)  
**Claim.MD Configuration**  
 _2 settings_|  The user ID and account key Canvas uses to submit claims to your Claim.MD clearinghouse account.| [Claim Management](https://help.canvasmedical.com/articles/9992348572-claim-management)  
**Clinical Signature Restrictions**  
 _3 settings_|  Whether only the listed prescriber can commit a medication order, whether only the note provider can sign or lock a note, and whether all commands must be committed before a note can be signed.| [Admin | Note Signature Restrictions](https://help.canvasmedical.com/articles/2642239613-note-signature-restrictions), [Configuring Note Signing Requirements](https://help.canvasmedical.com/articles/5071031576-configuring-note-signing-requirements), [Prescribing Restrictions](https://help.canvasmedical.com/articles/3427480901-prescribing-restrictions)  
**Communication**  
 _5 settings_|  Outbound messaging through protocols, phone and email verification messages, the SMS and email bodies used for telehealth appointment instructions, and whether patient communications use the preferred name instead of the first name.| [Disable Patient Communications](https://help.canvasmedical.com/articles/4711229187-admin-disable-patient-communications), [Appointment Reminders](https://help.canvasmedical.com/articles/2892642076-appointment-reminders)  
**Dialing Service**  
 _2 settings_|  The name of your telephony provider and the URL template Canvas opens when a staff member clicks a phone number.| [Admin | Click To Dial](https://help.canvasmedical.com/articles/3042359596-click-to-dial)  
**Drug and Allergy Warning Level**  
 _3 settings_|  Which drug-drug interaction and allergy warnings are surfaced during prescribing, and the allergy severity at which prescribing is blocked outright.| [Admin | Drug/Allergy Warning Controls](https://help.canvasmedical.com/articles/8580349867-drug-allergy-warning-controls)  
**General Configuration**  
 _13 settings_|  Business lines, the custom fax cover sheet, the request-records button on protocol cards, free text in notes and in the Immunization Statement title, the network status dimmer, the note body tab label, note autosave and command revision intervals, ZIP+4 and international patient addresses, coverage validation tasks, whether notes open collapsed, and whether entered-in-error commands are excluded from the locked note PDF that integrations read. `EXCLUDE_ENTERED_IN_ERROR_FROM_NOTE_DOCUMENTS` is off by default. When turned on, commands marked entered in error are left out of the locked note PDF that integrations read: the FHIR DocumentReference, and the DocumentReference and NoteStateChangeEvent models in the SDK data module. The audit link at the bottom of the note still shows those commands. The setting applies only to notes locked after it is turned on. Customers who want notes locked earlier brought in line need to contact Canvas Support, because that takes a Canvas-side backfill.| [Business Lines for Customized Communication](https://help.canvasmedical.com/articles/1392971282-business-lines-customized-patient-communication), [Admin | Fax Cover Sheet](https://help.canvasmedical.com/articles/5885566398-fax-cover-sheet), [Restrict Free Text in Note](https://help.canvasmedical.com/articles/4756622202-restrict-free-text), [Admin | Network Settings](https://help.canvasmedical.com/articles/6258026160-network-settings)  
**Messaging Configuration**  
 _1 setting_|  Whether Canvas Chat is available to staff members and teams for internal communication.| [Canvas Chat and Bot](https://help.canvasmedical.com/articles/2541599205-canvas-chat-and-bot)  
**Multi-Factor Authentication**  
 _7 settings_|  Whether MFA is required for all users, which factors are permitted (email, SMS, authenticator app, and custom addresses or numbers), and how many days a device is remembered.| [Multi-factor Authentication (MFA)](https://help.canvasmedical.com/articles/3598397632-multi-factor-authentication-mfa)  
**Note Header and Appointment Configuration**  
 _11 settings_|  The telehealth button and assignee control in the note header, which Reason for Visit command becomes the header, structured Reason for Visit, double booking, default appointment duration and event type, the appointment status applied at check-in, how many appointments the schedule view fetches, full-week schedules, and how many days of upcoming appointments appear in the patient timeline.| [Event and Note Types](https://help.canvasmedical.com/articles/6785045644-appointment-event-note-types), [Managing Patient Appointments](https://help.canvasmedical.com/articles/4617508394-managing-appointments), [Structured Reason for Visit](https://help.canvasmedical.com/articles/3690739682-structured-reason-for-visit)  
**Patient App**  
 _8 settings_|  Whether the patient portal is enabled at all, which pages appear in it (messaging, payments, labs, contact), email-only portal accounts, patient document uploads, and the banner on the portal login page.| [Managing the Canvas Patient Portal](https://help.canvasmedical.com/articles/7348270931-managing-the-patient-portal)  
**Registration**  
 _5 settings_|  Preferred patient timezone, patient consents, the metadata section on the registration page, a free-text last known location for unhoused patients, and whether the Canvas Remote QR modal opens by default when adding a coverage.| [Custom Profile Fields & Patient Metadata](https://help.canvasmedical.com/articles/4551334461-patient-metadata), [Managing Consents](https://help.canvasmedical.com/articles/8144965836-manging-patient-consents), [Patient Profile](https://help.canvasmedical.com/articles/8802451810-patient-demographics)  
**Reporting**  
 _1 setting_|  The comma-separated list of email addresses that staff reports are sent to.| [Managing Canvas Staff Activity Report Recipients](https://help.canvasmedical.com/articles/7808408736-managing-canvas-staff-activity-report-recipients)  
**Sfax Configuration**  
 _4 settings_|  The credentials Canvas uses to send and receive faxes through Sfax.| [Fax Migration & Event History](https://help.canvasmedical.com/articles/4882014801-fax-migration-event-history)  
**SSO Configuration**  
 _6 settings_|  Whether the SSO link appears on the login page, plus the service provider configuration, signing key, public certificate, and identity provider metadata behind it.| [Configuring Single Sign-On (SSO)](https://help.canvasmedical.com/articles/6984866654-sso-single-sign-on)  
**Stripe Configuration**  
 _3 settings_|  The API key, public key, and connected account ID Canvas uses to take patient payments through Stripe.| [Collect Patient Payments](https://help.canvasmedical.com/articles/4431910086-collect-patient-payments), [Saved Payment Methods](https://help.canvasmedical.com/articles/4603195425-feature_spotlight_saved_payment_methods)  
## Sections Canvas configures for you
These 18 sections do not appear in your admin. They hold credentials for third-party integrations, endpoints and keys provisioned when your instance was built, security-sensitive configuration, and features still being validated. Canvas Support changes these on request.
To request a change, [submit a support ticket](https://portal.usepylon.com/canvas-medical/forms/standard) or ask in your Canvas Slack channel. Name the setting and the value you want, and say which instance it applies to.
Section| What it controls| Learn more  
---|---|---  
**Apryse**  
 _3 settings_|  Credentials for the PDF annotation engine, whether annotation is enabled, and the per-use cost warning shown to staff.| [PDF Annotations](https://help.canvasmedical.com/articles/2451966298-pdf-annotations-user-guide)  
**Audit & SIEM Export**  
 _9 settings_|  Audit-event capture and how long the audit ledger stays queryable, plus the endpoint, authentication header, PHI mode, and batching for streaming those events to your own SIEM.| [Security audit trail and SIEM export](https://help.canvasmedical.com/articles/3718661267-security-audit-trail-and-siem-export)  
**Data integration**  
 _1 setting_|  Whether the signature field is available in data integration.| [Data Integration and Document Management](https://help.canvasmedical.com/articles/7371085164-data-integration)  
**DrFirst**  
 _7 settings_|  The vendor, router, and API endpoint configuration Canvas uses to route ePrescribing and EPCS traffic through DrFirst.| [Activating EPCS Grants with DrFirst](https://help.canvasmedical.com/articles/6405678539-activating-epcs-grants-with-drfirst), [EPCS Enrollment](https://help.canvasmedical.com/articles/8630998726-electronic-prescribing-of-controlled-substances-epcs-enrollment)  
**Faxing Configuration**  
 _1 setting_|  The API key for your fax provider.| [Fax Migration & Event History](https://help.canvasmedical.com/articles/4882014801-fax-migration-event-history)  
**Google Configuration**  
 _5 settings_|  Your Google service account credentials, Drive and reporting spreadsheet IDs, and the Google Calendar event cache.| [Google Scheduled Reports](https://help.canvasmedical.com/articles/7316720617-scheduled-reports)  
**Health Gorilla and Lab Order Configuration**  
 _7 settings_|  Whether the Health Gorilla integration is enabled and its OAuth credentials, whether all lab orders bill to the practice, and whether specimen collection time appears on the lab order command.| [Health Gorilla Integration for Lab Ordering](https://help.canvasmedical.com/articles/6041713155-how-to-order-labs-and-integrate-with-lab-vendors-in-canvas), [Labs | Ordering in Health Gorilla](https://help.canvasmedical.com/articles/9512475619-labs-ordering-in-health-gorilla)  
**Healthwise**  
 _2 settings_|  The credentials Canvas uses to pull Healthwise patient education content.| [Command | Educational Material](https://help.canvasmedical.com/articles/4966226408-educational-material-command)  
**Internal Configuration**  
 _1 setting_|  The maximum length of the patient clinical caption.| –  
**LOB**  
 _1 setting_|  The API key for the print-and-mail service used to send statements and invoices by post.| [Revenue | Print Batch Statement](https://help.canvasmedical.com/articles/4083957452-print-batch-statement)  
**ONC Configuration**  
 _1 setting_|  Whether the Health Records page appears in the patient portal.| [Managing the Canvas Patient Portal](https://help.canvasmedical.com/articles/7348270931-managing-the-patient-portal)  
**Patient Portal Beta Features**  
 _4 settings_|  Portal pages still in beta: My Health, self-scheduling, consents, and self-registration.| [Managing the Canvas Patient Portal](https://help.canvasmedical.com/articles/7348270931-managing-the-patient-portal)  
**Patient Privacy Link**  
 _1 setting_|  The Privacy & Security link included in patient verification texts and emails.| [Config | Privacy Link](https://help.canvasmedical.com/articles/5488834057-)  
**Permissions Configuration**  
 _5 settings_|  Whether model, object, and custom permissions are enforced, whether the All Patients group is available, and whether patient names are hidden in search based on group permissions.| [User Permissions](https://help.canvasmedical.com/articles/4709841955-user-permissions), [Patient Groups](https://help.canvasmedical.com/articles/8319995182-patient-groups)  
**Pharmacy Configuration**  
 _9 settings_|  Medication History and Eligibility and Benefits requests to pharmacies, including daily automated requests and the staff member they run as, the maximum daily dose field on controlled substance prescriptions, and whether outgoing prescriptions use the note's practice location for the prescriber address.| [Surescripts Medication History](https://help.canvasmedical.com/articles/8047008267-surescripts-medication-history)  
**SendGrid Configuration**  
 _1 setting_|  The API key Canvas uses to send transactional email.| –  
**Support Configuration**  
 _2 settings_|  The in-app support chat widget and the webhook Canvas uses to alert on lab order errors and account lockouts.| [Canvas Support Resources](https://help.canvasmedical.com/articles/5542576212-canvas-support-resources)  
## If a setting is not showing
When a release note names a setting you cannot find in Constance: Config, work through these in order:
  - **Check your auth groups.** If the Constance heading is missing from Settings entirely, your roles are not in the Administrative auth group. See [User Permissions](https://help.canvasmedical.com/articles/4709841955-user-permissions).
  - **Check whether Canvas owns the section.** If the Constance heading is there but the section is not, it is one of the 18 in the second table above. [Submit a support ticket](https://portal.usepylon.com/canvas-medical/forms/standard) to have it changed.
  - **Check your release.** Settings arrive with a Canvas release. An instance that has not yet received the release that introduced a setting will not show it.
  - **Check which instance you are in.** Settings do not carry across instances, so a value set in staging will read as unchanged in production.
## Related articles
  - [Staff Roles](https://help.canvasmedical.com/articles/6649603926-staff-roles)
  - [User Permissions](https://help.canvasmedical.com/articles/4709841955-user-permissions)
  - [Managing Staff Profiles](https://help.canvasmedical.com/articles/4283873790-add-a-new-staff-member)
  - [Canvas Support Resources](https://help.canvasmedical.com/articles/5542576212-canvas-support-resources)
----- END PAGE https://help.canvasmedical.com/articles/4646004700-config-constance-settings


----- BEGIN PAGE https://help.canvasmedical.com/articles/4646118598-printing-basic-patient-information
## Introduction
Printing basic patient information includes patient demographics, coverages and contact information.
## Step by Step
Begin with the desired patient's chart open.
  - Click on the triple dot located next to the patient's name on the left hand side. 
  - Select **Print Basic Information** from the drop down menu.
  - A PDF of the patient's basic information generates. Review this information. 
  - Select **Print**  
 _NOTE: Adjust printer settings as desired._
# Resources
### [Video: Print Basic Information](https://www.loom.com/share/a0fa2bb44e5d489db88e2f3c68d12af1?sid=abccbfe0-540b-4b2a-96e8-5150c6e1ba39)
----- END PAGE https://help.canvasmedical.com/articles/4646118598-printing-basic-patient-information


----- BEGIN PAGE https://help.canvasmedical.com/articles/4708513957-why-doesn-t-the-password-reset-email-have-a-link-in-it
This usually happens when the reset email is sent, but the link does not render correctly in the recipient's email client, or when the reset was triggered from a less reliable admin flow instead of the standard **Forgot password** flow.
> **Best practice:** Direct staff to your Canvas login page and have them click **Forgot your password?** rather than relying on an admin-sent reset email.
## Why the link may be missing
There are a few common causes:
  - **Email rendering issue:** the reset email is delivered, but the clickable link does not display properly in the mail client.
  - **Different reset flows behave differently:** self-service password reset from the login page is generally more reliable than an admin-triggered reset from the user record.
  - **Email delivery or domain configuration issues:** if email sending is misconfigured, reset emails may arrive inconsistently or land in spam/junk.
  - **Expired links:** older reset emails may no longer work, so users should always use the most recent message.
## Recommended reset method for staff users
  1. Go to your organization's Canvas login page.
  2. Click **Forgot your password?**.
  3. Enter the email address associated with the user's account.
  4. Open the newest reset email and complete the reset from that link.
For staff users, this is the most reliable way to generate a working reset link.
## Quick workaround
If an admin-sent reset email arrives without a visible link, send the user directly to:
> **https://[your-domain].canvasmedical.com/reset-password/**
They can request a fresh password reset from there instead of using the email that was already sent.
## What admins should check
  - Ask the user to check **spam** and **junk** folders.
  - Make sure the user is opening the **most recent** reset email.
  - If possible, have the user try the link from an **incognito/private browser window**.
  - If reset emails are consistently failing, review your organization's email delivery configuration.
## Template message for new staff users
> **Hi [name],**
> 
> Your Canvas account is ready. To set your password, go to **https://[your-domain].canvasmedical.com/reset-password/** and enter the email address associated with your account. If you do not see the email right away, please check your spam or junk folder and use the newest reset email you receive.
## Frequently asked questions
**Does this usually mean the username is invalid?**
Not necessarily. A missing link is more often related to email rendering, delivery, or the reset workflow that was used.
**Should I use the admin panel to send password resets?**
You can, but if the user reports issues, the self-service **Forgot your password?** flow is the preferred fallback.
**What if the self-service reset page also does not work?**
That may indicate a broader configuration or delivery issue. Contact Canvas support and include the user's email address, screenshots, and a description of what happened.
## Related articles
  - [User Permissions](https://help.canvasmedical.com/articles/4709841955-user-permissions)
  - [Accessing Canvas](https://help.canvasmedical.com/articles/6790260277-accessing-canvas)
  - [Configuring Single Sign-On (SSO)](https://help.canvasmedical.com/articles/6984866654-sso-single-sign-on)
* * *
**Keywords:** password reset, reset email, missing link, forgot password, new user setup, staff onboarding, login issues
**Categories:** User Management
**Roles:** All roles
----- END PAGE https://help.canvasmedical.com/articles/4708513957-why-doesn-t-the-password-reset-email-have-a-link-in-it


----- BEGIN PAGE https://help.canvasmedical.com/articles/4709841955-user-permissions
Security in an EMR is critical. As healthcare organizations grow, it only becomes more important. Canvas's permissions model provides a flexible framework, allowing customers to both restrict actions within the application and limit access to specific groups of patients.
## Overview
In Canvas, there are two kinds of permissions:
  - **Object permissions:** "Object" in this case means "Patient". Therefore these permissions control which users can access which patients. If a staff does not have access to a certain patient, they cannot access any data pertaining to that patient, with a few exceptions. Exceptions include: information that can be gathered from the main search bar (name, date of birth) and information in appointments that are scheduled for that patient.
  - **Model permissions:** These essentially assign read/write vs. read only vs. no access for different parts of the app. If a staff has read/write access to the clinical chart, they can write notes, enter commands, mutate patient data, etc. If they have read-only access, they can see all clinical data but make no changes. If they have no access, they will not be able to see the clinical chart, nor any clinical data present in other parts of the app (like Labs, Imaging, etc.)
Both object and model permissions are assigned in Canvas via **auth groups**
## Model permissions
Auth groups for model permissions are managed by Canvas. They cannot be altered. We provide the following auth groups:
  - **Schedule write:** Allows the user to schedule new appointments and change appointment statuses.
  - **Profile read:** Allows the user to read data on the patient profile, which is the page where demographics, addresses, etc. are placed. Without this group, the user will not be able to access the Patient profile at all, unless they have either the Patient create or Clinical read auth groups, which also give access at the moment.
  - **Profile write:** Description: Allows the user to write data on the patient profile, which is the page where demographics, addresses, etc. are placed. Includes actions like running eligibility checks.
  - **Clinical read:** Allows the user to read clinical data, both in the patient chart and in the panel views like "New labs", "New imaging", etc. Important note: because "Can view patient" is in this group, and that is the gateway permission to enter the Profile page, currently anyone with Clinical read should also get Profile read.
  - **Clinical write:** Allows the user to write clinical data, both in the patient chart (e.g. creating new notes, etc.) and in the panel views like "New labs", "New imaging" (e.g. reviewing results, etc.). Also includes ability to change appointment statuses (because that is related to note state changes).
  - **Revenue access:** Allows the user to access the revenue model and access claims and revenue data on the Patient profile.
  - **Patient Create:** Allows the user to create new patients from the "New patient" button on the schedule page.
  - **Document Read:** Allows the user the see patient's administrative documents
  - **Document Write:** Allows the user to edit or remove patient's administrative documents
  - **Data integration Access:** Allows the user to access data integration and take actions like upload files, link files to a patient, etc. Currently, Clinical write auth group is also required to
  - **Printing Access:** Allows the user to use fast print actions, which essentially consists of any link that includes "Print" in the title.
  - **Tasking Access:** Can view and modify tasks.
## Object permissions
Follow [these instructions](https://help.canvasmedical.com/articles/8319995182-patient-groups) to create patient groups. When creating them, there is an option to use them for permissions. Selecting yes will automatically create object-based auth groups.
Object permissions will impact user experience in the following ways:
  - **Navigating to the patient chart:** If a user does not have access to a patient, they will not be able to navigate to their chart or profile. Links to the patient's chart or profile will be grayed out. If the user navigates to the URL for a patient's chart, they will encounter a generic screen with a message "You do not have permission to view this data".
  - **Filtered patient search:** This search will be filtered so that patients the user does not have access to do not appear in the initial search. However, if the user clicks "See all patients" (at the bottom of the search results), then the user will see patients they do not have access to (alongside inactive or deceased patients that currently appear here). The reason for this is so that the user can verify that a patient is already in the system, and request access to them, rather than creating a new patient.
  - **Creating a new patient:** Object permissions will not have an impact on creating a new patient. Users will continue to get warnings regarding duplicate patients if they try to create a new patient with the same name and DOB as an existing patient, whether or not they have access to the existing patient.
  - **Filtered data in panel views:** Items assigned to staff will not be visible to them if they do not have access to the patient. It is critical to ensure that important clinical data like new lab results are not assigned to staff who do not have access to the patient.
  - **Filtered list of patients in patients view:** The patients view will only include patients that the user has access to.
Every instance has a default auth group called **"All Patients"**. If a staff member has access to the "All Patients" auth group, they will have access to all patients, even though it is not tied to an underlying patient group.
## Setting permissions
### Default permissions based on role
When configuring [roles](https://help.canvasmedical.com/articles/6649603926-staff-roles), you can set default auth groups. Every time a new staff is created with that role, they will automatically inherit these auth groups.
Updates to roles have the following impact on auth groups assigned to staff:
  - If the default auth groups are changed after a staff is created, it will have no impact on their assigned auth groups.
  - If a new role is added to a staff profile, they will be assigned any auth groups associated with that role which they do not already have.
  - If a role is removed from a staff, no auth groups will be removed. You must update the staff permissions of that staff member.
### Updating Staff Permissions
Admins can assign permissions to an individual user rather than an entire role.
  - Go to **Practice: Staff Permissions** under **Settings**
  - Select User
  - To add permissions for the user
    - Select group under **Available Groups**
    - Double click the group or click the right arrow to move the group to **Chosen Groups**
  - To remove permission from use
    - Select group under **Chosen Groups**
    - Double click the group or click the left arrow to move the group to **Available Groups**
Press cmd for Mac or ctrl for PC to select multiple options from either group
  - Click **Save**
### Manually adding and removing auth groups
If you need to update permissions, or override the defaults set based on role, you can change the auth groups for each staff member as well. To do this, navigate to Staff Permissions in your admin menu, select the staff member, and move the group from `available groups` to `chosen groups` or vice versa.
## FAQ & Troubleshooting
**Q: A staff member can log in, but cannot view patients or navigate expected areas of Canvas. What should I check?**
A: Confirm the staff member has both the right role and the right auth groups. A role intended for a specific product area may not provide broader Canvas access. If the user should access patients, also confirm they have the correct patient object permissions, such as **All Patients** or the appropriate patient group auth groups.
  - Review their role in **Settings > Practice: Staff**.
  - Review the role's default auth groups in **Settings > Practice: Roles**.
  - Add or remove individual auth groups in **Settings > Practice: Staff Permissions**.
**Q: What happens if a user loses access to a patient they were previously working with?**
A: If a user loses access to a patient, they will no longer be able to view that patient's chart, profile, or any associated data. Links to the patient will be grayed out, and direct navigation attempts will show a "You do not have permission to view this data" message. Any tasks or items previously assigned to them for that patient will no longer be visible.
**Q: Can I create custom auth groups beyond the predefined ones?**
A: No, model permission auth groups are managed by Canvas and cannot be altered or customized. However, you can create object permission auth groups by creating patient groups and selecting the option to use them for permissions.
**Q: Why can some users see patients in the "See all patients" search results even if they don't have access?**
A: This is by design to allow users to verify that a patient already exists in the system before creating a duplicate. It helps prevent the creation of duplicate patient records while still maintaining security by preventing access to the actual patient data.
**Q: What's the difference between removing a role and removing individual auth groups?**
A: Removing a role from a user does not automatically remove any auth groups—you must manually update the staff permissions. However, adding a new role will automatically assign any auth groups associated with that role that the user doesn't already have.
**Q: How do I ensure that clinical staff can see important lab results?**
A: Make sure that staff with Clinical Read or Clinical Write permissions also have access to the patients for whom lab results are being received. Object permissions will filter out items assigned to staff if they don't have access to the specific patient.
**Q: Can a user have both read and write permissions for the same area?**
A: Yes, write permissions typically include read access. For example, Clinical Write includes the ability to both read and write clinical data. You don't need to assign both Clinical Read and Clinical Write to the same user.
## Related Resources
  - [**Creating Patient Groups**](https://help.canvasmedical.com/articles/8319995182-patient-groups) \- Learn how to set up patient groups for object-level permissions
  - [**Role Management in Canvas**](https://help.canvasmedical.com/articles/6649603926-staff-roles) \- Comprehensive guide to setting up and managing user roles
  - [**Data Integration Overview**](https://help.canvasmedical.com/articles/7371085164-data-integration) \- Understanding how data access permissions affect imported documents and lab results
  - [**Staff Management**](https://help.canvasmedical.com/articles/4283873790-add-a-new-staff-member) \- General guidance on adding and managing staff members in Canvas
  - **Security Best Practices** \- Recommended approaches for maintaining EMR security and compliance
* * *
**Keywords:** user permissions, auth groups, staff access, patient access, role-based permissions, object permissions, model permissions, security, EMR access control
**Categories:** User Management, Security, Administrative Settings, Staff Configuration
----- END PAGE https://help.canvasmedical.com/articles/4709841955-user-permissions


----- BEGIN PAGE https://help.canvasmedical.com/articles/4711229187-admin-disable-patient-communications
Patient communications are enabled in settings by default. This allows Canvas to utilize phone numbers and emails provided by patients to send verification links to the Patient App, appointment reminders, and for campaign outreach. Patient communications can be disabled at the organization level to prevent phone/email verification links being sent from Canvas UI. Disabling this communication setting**does not** impact the patient appointment reminder settings. Communication sent for appointment reminders requires configuration within the organization settings.
## Tips & Tricks
If patient communications are disabled, the following message will appear when adding a phone number:
  - _This phone number will be marked as verified, but no verification communication will be sent out as your organization has disabled this feature._
If patient communications are enabled, the following message will appear when adding a phone number:
  - _This phone will receive a verification link so Canvas Training Clinic can communicate with Name via the Canvas Patient App. This includes sending messages from the patient chart, lab reports after review, campaign outreach and more._
## Step By Step
  - Begin in the schedule view
  - Locate and select the triple line menu
  - Locate and select Settings
  - Locate and select Config under the Constance setting
  - Locate the **ENABLE_PATIENT_COMMUNICATION** setting under the Communication section
    - Setting is set to true by default
  - Unselect the checkbox under value to disable or select reset to default to enable
  - Select Save 
# Resources
### [Video: Disable Patient Communication](https://www.loom.com/share/7dffa9dfb34246bda54c32ed0b487064?sid=a65faa1a-4b4f-4154-8040-0663b1094d23)
----- END PAGE https://help.canvasmedical.com/articles/4711229187-admin-disable-patient-communications


----- BEGIN PAGE https://help.canvasmedical.com/articles/4756622202-restrict-free-text
Canvas best practice is to have any documentation associated to a command. By default free text is allowed in the body of a note. This will prevent users from adding free text to a note.
## Managing Restrict Free Text
  - Navigate to Settings > **Constance: Config** to enable or disable the free text setting
  - Under **General Configuration** there is a setting called `ENABLE_FREE_TEXT_IN_NOTE`
  - Select the checkbox next to the setting to either enable or disable the free text setting
    - The checkbox on this setting will need to be **checked to enable** free text in the note and **unchecked to disable** free text in the note
  - Click `Save`
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1729122653422-Screenshot2024-10-16at7.50.42PM.png?Expires=253370764800&Signature=lio0AT4sixzvwAQQf0T9kNR8iYP63xJSGFtgugYJfB7gVT2hAFS2L00n0Ib5M0U7bhE-IM5YyER~Y01eIOcDSowm9JBW794KjxOmSTpeAc6YdsLyy65A-QEO1P5~3vgdoOp13I-KsAUJupCpDqDCV4BswGj5uUQwqWAOLJ~TZKOkdd8irUDcBReHZ6DYo8c~BJunvyv-jTRvFIKSpg0zmsVlMUFQ8OFbATI2qF-frlb4JygOFG6VpW3T1mVhB~-Er15BhoQoLo4ukks0iAiytrIG6a-0pNbKxVno3XuI0TxTDivBep~VlQBBmk1I1Si8SV9XE1MLEZPMIgUqGnJG0Q__&Key-Pair-Id=K3NV4LZ47N8M46)
----- END PAGE https://help.canvasmedical.com/articles/4756622202-restrict-free-text


----- BEGIN PAGE https://help.canvasmedical.com/articles/4791996458-filter-notes-in-patient-timeline
The timeline is a core component of the patient chart in Canvas Medical, displaying and storing all notes. This guide explains how to effectively utilize filters in the timeline to refine the view based on note type, author, and date range.
# User's Guide
## Filtering the Patient Timeline
The timeline provides an overview of various note types for a patient. By using the **filter** button in the patient chart heading, users can streamline visible entries to quickly locate pertinent information.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1746456334380-image.png?Expires=253370764800&Signature=dyOsKoRfq80VtJPl1doDCF-FAE0P4m-Ab-vVv-RaJ-W0vjWmoqGCf3aiLW9Ygc3TYqwGUEGdHQuzZEZMGiLv~cas6lA19kmmKgylp-B09Z2jsVVgLyAoGfMrSYhfZyxY9cKwu-60eBLRfLdffGZrAMixwsMtz-FLFHLZQso6oyzU4DmHcpn9qet0q5GpJGeQjxCbdYWWBjaCWrIo9Oxxk~hrMDoyL45oDyl63oeVkmQ5DuLz10gqYfl7LiZ17pbUoy1~62d6PoHXbEPGIIHlGQ8vE8Dg82JtIG7CmkCMJjZ3-crigJGZ-oxVB1jAfwKlxerMZJVAqxuapDSPgPA2kw__&Key-Pair-Id=K3NV4LZ47N8M46)
### Available Filter Options
The timeline can be filtered using the following criteria:
  - **Note Type:** Choose one or more note types to refine the results.
  - **Author:** Filter by selecting one or more authors.
  - **Date Range:** Limit the display to notes created within a specific period.
After applying the filters, only the notes meeting all selected criteria will be displayed in the timeline.
Click **APPLY** to ensure the filter actively updates the timeline.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1746456793279-image.png?Expires=253370764800&Signature=meWHWhIwoXTqmGGKKvuagdonFCoJ1jDVDfyg~H-Y3fiASuoxw5dNVUfS4OS49yrR8RyYJRfaIC8uijcBcLMSUEnOF7LWHQ6fKXMLjpyfDpPdEsjt7Zu4I8b8lKbsROSvaGhBMiY2jwAdiVoUqiV5a4Q33yBOhbrN5ik05kHBCkfJ52L4J2esg2ZIGBY0ONVePI9kY9VZANB-FkDyNLxMm59QctWaTOFjoiPiIBQ1t8mbfjlPW-jEYWtlzp8XNO33zNVw3GAMsO~iCcjvEwxuA6pBJtAMSFPpZY27m3FZ10Ngas6s7XqSjoncNQhVS9qrUgnMImUwRwZHOBOmPfPNKQ__&Key-Pair-Id=K3NV4LZ47N8M46)
## Sticky filter
When a filter is applied to the patient timeline view, the setting will be carried over when navigating within the same patient chart, e.g. between Chart and Profile, between different patient charts, and across different sessions like logging in and out.
The sticky filter only applies to the note type and staff setting. Date range will not persist and will reset when navigating to different patient charts or login sessions.
Use "Clear" in the filters and then "Apply" to reset any filters.
# Configuration & Set Up
There is no specific configuration to enable note filters. Note filters must be selected for each user in each chart. 
# FAQ & Troubleshooting
**Q: Why aren't my filters working?**
**A:** Ensure **Apply** was clicked after selecting filters. Also, confirm that the filters you've selected would logically return results (e.g., dates within a valid range).
## Related Resources
[Event and Note Types](/articles/6785045644)
[Staff Profile](/articles/4283873790)
**Keywords & Metadata**
  - **Keywords:** timeline, patient chart, filters, note type, date range, Canvas support, office visits
  - **Categories:** Charting, User Interface, Patient Timeline
----- END PAGE https://help.canvasmedical.com/articles/4791996458-filter-notes-in-patient-timeline


----- BEGIN PAGE https://help.canvasmedical.com/articles/4878300907-questionnaire-scoring-dashboard
This article explains how to use the **Questionnaire Scoring Dashboard** plugin to review scored questionnaire trends for a single patient over time and insert a visual trend into a chart note.
## Overview
The Questionnaire Scoring Dashboard adds a **Scoring Trends** view in the patient chart. It brings scored questionnaire history onto one screen so clinicians can quickly review how a patient's scores have changed over time.
For each questionnaire, the dashboard shows:
  - Latest score
  - Change since the prior assessment
  - Days since the last assessment
  - Total number of assessments
  - A trend line over time
This is useful for measurement-based care workflows such as tracking PHQ-9, GAD-7, and similar scored screeners across visits.
![Scoring Trends dashboard individual view](https://raw.githubusercontent.com/Medical-Software-Foundation/canvas/main/extensions/questionnaire_scoring_dashboard/questionnaire_scoring_dashboard/docs/dashboard-individual.png)
## Before you begin
  - Install the `questionnaire_scoring_dashboard` plugin in your Canvas instance.
  - Open a patient chart.
  - The patient must have at least one scored questionnaire result recorded as a survey-category score observation.
No additional configuration, secrets, or settings are required.
## How it works
The plugin reads scored questionnaire results already present on the patient chart and displays the full available history for supported instruments.
The dashboard recognizes scored questionnaires based on plugin configuration and can surface scores written by Canvas's native scored questionnaires or by other plugins that write scored survey observations.
When questionnaire versions change over time, the dashboard groups trend history by stable questionnaire code when available so the same instrument continues to appear as a single trend.
The dashboard always shows the full available history. There is no date-range filter.
## Use the Scoring Trends dashboard
  1. Open the patient's chart.
  2. Select the **Scoring Trends** tab.
  3. Choose one or more questionnaires to review.
  4. Switch between **Individual** and **Compare** views as needed.
  5. Review the score summary and trend visualization for each selected questionnaire.
![Scoring Trends dashboard compare view](https://raw.githubusercontent.com/Medical-Software-Foundation/canvas/main/extensions/questionnaire_scoring_dashboard/questionnaire_scoring_dashboard/docs/dashboard-compare.png)
## Insert a trend into a note
  1. Open the patient chart and go to **Scoring Trends**.
  2. Select the questionnaire trend you want to add to documentation.
  3. Use the insert action to add the trend to an editable note.
  4. The plugin inserts a read-only **Scoring Trend** command into the note.
## Configuration
This plugin has no end-user settings.
Recognized questionnaire codes, display names, and score ranges are defined in the plugin configuration. If your organization needs support for an additional scored instrument, update the plugin configuration in `config.py`.
## Examples
  - Track PHQ-9 scores across behavioral health follow-up visits.
  - Compare GAD-7 scores over time during medication titration or therapy.
  - Add a scoring trend image to the current note to support assessment documentation.
## Troubleshooting
  - **The Scoring Trends tab is empty:** Confirm the patient has at least one scored questionnaire result stored as a survey-category score observation.
  - **A questionnaire is missing:** The instrument may not yet be included in the plugin's recognized questionnaire configuration.
  - **Expected versions appear under one trend:** This is expected behavior when multiple versions share the same questionnaire code.
  - **Unrelated questionnaires should not merge:** The plugin includes safeguards to avoid combining different instruments that happen to share a generic score code.
## Related information
This plugin adds a full-chart application called **Scoring Trends** and a read-only command called **Scoring Trend** for note insertion.
See the code at <https://github.com/Medical-Software-Foundation/canvas/tree/main/extensions/questionnaire_scoring_dashboard/questionnaire_scoring_dashboard>
----- END PAGE https://help.canvasmedical.com/articles/4878300907-questionnaire-scoring-dashboard


----- BEGIN PAGE https://help.canvasmedical.com/articles/4882014801-fax-migration-event-history
# Fax Event History
Faxing in Canvas now includes a faxing status that indicates the progress of the fax transmission to its destination. Areas where the status is displayed include:
  - Image Command
  - Refer Command
  - Lab Order Command
  - Notes
  - Data Integration
  - Letters
The faxing status will not be displayed for faxes sent via Data Integration.
## Features
### Status
The statuses provide users with updates on the current stage of the document in the faxing process.
**Status**| **Description**  
---|---  
🔵 **Pending**|  The fax is en route to its destination and awaiting a final status update.  
🟢 **Success**|  The fax was sent successfully and has been delivered to the recipient.  
🔴 **Error**|  The fax was unsuccessful and was not received by the recipient  
If the fax is sent multiple times, there will be a separate event history for each transmission
### Timestamps
The history also includes timestamps that specify:
  - The initial timestamp of when the fax was sent is always shown in the direct view of the fax history
  - If the fax status is **Success** , the user can click **Expand** to view the timestamp indicating when the fax was successfully received.
  - If the fax status is **Error** , the user can click **Expand** to check the timestamp of when the fax transmission failed.
  - For faxes with a status of **Pending** , no additional timestamps will be available.
![2025-02-20_00-05-53.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1740028586633-2025-02-20_00-05-53.png?Expires=253370764800&Signature=KavRqx94eFxsCSvonpBmkeGbagXZwT7rGAMCfzMsjk~e2HO~T3h81YssKaIIRbLu082yb0IAEh4pD0mlyrvMfK2CkatzolAWJHS2QEt~c4AAmmw-ttVudC6FUNE00~mo1KrffWreT7GPwnxq2P4dZnRNKVv6NwXJTgClSz6dteVfM9aXjkR0-pDkK32yS9mRQ9ifeUavpyuDx~OY~DAaV6CqNJ5IzACWjtcRiRuIYQoF0khk0er7Q9nvktn~tpcaMnrRcNqNZF5qdQxfADBKHsEdYQWRCX1bo90r8hZcu7Udx3-qSKLe6g-kzRj4KP14nQvRITe2QhphXw2pfXiWMg__&Key-Pair-Id=K3NV4LZ47N8M46)
## Fax Event History Logs
Depending on what was faxed (note, command, letter) will indicate where the fax history log will be located.
### Faxing Notes
  - Click the triple dot menu in the note header
  - Click **Fax**
  - Complete the fields in the fax modal and send
  - Go back to the triple dot menu and click **Fax Event History** at the bottom of the dropdown menu to review the current status.
![2025-02-19_23-03-50.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1740026285998-2025-02-19_23-03-50.png?Expires=253370764800&Signature=k5lcplHstaeEH0Q0U8gm~15z~xdRKcU78lqH0Lo-b-deTwMcbpt8J62CI7~rbSYLR6EKU88qaO15YfD52Z-2EEvDEyeN91m9lHjWJ8Jd8JW5i26ZFeRvPfkNFd75xB~l8-1IzKGtheMtYFj8WeJ4ufpgWLv1yRx4dq5BI2pLgrKQYSL1C9iDb95tcHvqNkWqCWCGq~vxdhho-7onNUE~sGKLHAtj~b4Bn1Aeys8cFAs2O-O15Tuf3G5yGSW936JsOCNnozlMAmR7Yl60-PDhPQ5kaVSztXRy3czothpp-qETHTNel4yiNaNWwUHxlcLimIAGGLz7NKjff10rpIugKg__&Key-Pair-Id=K3NV4LZ47N8M46)
### Commands
  - Click the triple dot menu of a committed SDK command
  - Click **Fax** in the dropdown menu
  - Complete the fields in the fax modal
  - Return to the command's triple dot menu
  - Click **Audit History**
  - Scroll to the bottom of the **Audit History** to the to view **Fax Event History**
![2025-02-20_00-10-34.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1740028254755-2025-02-20_00-10-34.png?Expires=253370764800&Signature=jt8tGQ3sf80YamLJ7NpjqWKQDiioKnH00OcX9h1yL5AFQ0Tuyvux3AEb5nWB9UZloLpYEuBe6SvOr8VJdH7FU7vrRdSynRzER~p2QM4Lu62fBkJ7zXdVzgObELoM7J7YijQvSUwXzVU0FeynRGGSHS-wZ8AoI46fiZunfIURaAnZGc16bh1ODvUpKlpTt1--nJI~Bl-bZI2PI5u81s7CHTT60EWB2jfF8RepdIab6b4T5Y-VP1un4jAaWdsS5VW95Kt8Id2A~CZexadyRXc0YGzSp-bCpIpRfnWBL28iGeQqHk889xuEzJgxlRN5fWdOwgKnoViYfj7m5L~e5Hp91Q__&Key-Pair-Id=K3NV4LZ47N8M46)
### Data Integration
  - Click the triple line menu and select **Data Integration**
  - Select the necessary document
  - Click **Forward by Fax**
  - Complete the fields in the fax modal and send
  - On the same document, click **Fax Event History**
  - The fax history modal will show the status of the fax in the transmission
Faxes sent directly from Data Integration will not be tracked in the patient's chart.
![2025-04-14_23-31-00.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1744687877019-2025-04-14_23-31-00.png?Expires=253370764800&Signature=ICWv0O0oezgJggw59IrVbZPIE~WHph1IgSX8Cz9vgB4NRqTEL4R6hVYwTS9PYjTw~8s~kB-2YZzF3uFIoIdKAZRvFRiR5uGG27vpofQH1ar9qccsEPmA7IlUKGBg0Tn5vhVLAMri72K8wIsy-c-WkyRsEq-T2XZCIP4bNjeHy6XrpYDChIHw~D~atg8t4CAOYw7dGtE7kVKTGZRJO33phQaic~YE6iar0gMnKI00q4wtnt9B8ZSfh66HpTcFUsJCnKFTDRSrAD8KfiZEmN2VF2j5J4ZjKANK2Gws-YD2sJ8~ODkjf92qx-zrjsszfR5wLYHTWRcS9dw6mLDBlrltew__&Key-Pair-Id=K3NV4LZ47N8M46)
### Letters
  - Select **Letter** from the **New Note** dropdown menu in the patient's chart.
  - Compose the patient's letter.
  - Click **Fax** at the bottom of the letter.
  - The letter's heading will indicate the current status of the fax transmission.
![2025-04-14_23-33-40.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1744688318718-2025-04-14_23-33-40.png?Expires=253370764800&Signature=jB8H4P4XyJvYnHMzLB7GgXSOhs7T~7pKViJEzOB4Z2v08nMuSaLUteMU62VY-sox5V4-xWADfRbBhcD1O2MeahXLc0Ek4r2wQyqgdxhrbB57HCaYRb18YCXy0wfu~OIKwloj-mC-gU-1wFxmAUVtid5VOIfw~Zf7dbu3ZfhtIQRUtz~-4TdDQepNoYeP7lUIps3gfyXR9X219~jG1qIVQA9NxfqwfN89AsB8N~diSWk6OW7-wcjmMi3UM8BLBJSCx9xMSrjbfNbg03gdkME3MUizxDiF6FEN0GZ2EZxdAKJW985GtTIseXbb7l-LF0-V4qt8JgdRFFJvJRjMqtbT1Q__&Key-Pair-Id=K3NV4LZ47N8M46)
----- END PAGE https://help.canvasmedical.com/articles/4882014801-fax-migration-event-history


----- BEGIN PAGE https://help.canvasmedical.com/articles/4966226408-educational-material-command
Providing patient educational material related to medications, conditions and diseases allows providers to clearly communicate vital information to their patients at the time of care. Canvas integrates with Healthwise for patient education using the Educational Material command.
# Tips & Tricks
  - The patient's sex must be defined in order for information to populate within the Educational Material Command.
  - Healthwise offers some educational material in Spanish. If you set the preferred language for a patient in the registration page educational material will default to Spanish in the command. 
  - Currently educational material can only be provided to patients via a physical print out or PDF outside of Canvas.
  - Healthwise provides over 10,000 educational material articles that are reviewed and updated quarterly.
    - These articles can be browsed using the following link: <https://www.healthwise.net/canvasmedical>
      - Of note, not all content hosted on this site can be accessed via the Educational Material Command. For specific questions, please contact the Canvas Support team. 
## Step by Step
### Enable Educational Material Feature
By default, the educational command is turned on for every customer. If you find the command is not available, an instance administrator or Canvas support can enable this feature with the following steps: 
  - Begin in the Schedule View
  - Locate and select the triple line menu
  - Locate and select Settings
  - Locate flags
  - Select `ADD FLAG +`
  - Complete the following fields:
    - Name: Type**command:educationalMaterial**
    - Everyone: Select **Yes** from the drop down menu
  - Select Save
**TIP** : _If the command:educationalMaterial flag is already listed but the command is not available ensure that there is a green checkmark under Everyone for the flag._
### Use the Educational Material command
  - Ensure the command:educationalMaterial has been enabled
  - Navigate to the desired patient's chart
  - Open a note
  - Type "**Educational Material** " to populate the educational material command
  - Press Enter
  - Search for the appropriate Healthwise article
  - Select the appropriate language (English or Spanish)
  - Ensure article abstract appears after selection
  - Select **Read more** to open a new modal with the full article
  - Select **Create** to commit the command
  - Repeat the process to enter additional educational materials
### Print the Educational Material command
  - Begin after committing an Education Material command
  - Select the triple dot menu to the right of the command
  - Select **Print Command** to print the individual command as displayed in the UI
Or
  - Select **Print Article** to print the full article (seen when you select "read more")
Or
  - Locate and select the triple dot menu in the note header
  - Select **Print educational material** to print ALL educational materials within the note.
# Resources
### [Video: Education Material Command ](https://www.loom.com/share/61462e280b0b4b0c967e7302e87bb4af?sid=2c04d3a4-0a8c-4816-8ee4-8fa8127c4a80)
----- END PAGE https://help.canvasmedical.com/articles/4966226408-educational-material-command


----- BEGIN PAGE https://help.canvasmedical.com/articles/4992370720-command-stop-medication
## Introduction
Documenting the completion or cessation of historical medications is an important part of high quality charting. 
## Video
# Stop Medication
Canvas provides two methods for discontinuing medications from a patient's chart. 
## Stop from Chart Note
  - Within a new or existing note in a patient chart, type `Stop` or `Discontinue` and select the `Stop Medication` command from the dropdown list
  - Select the medication to discontinue from the dropdown list of the patient's current medications
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730599767459-Screenshot2024-11-02at10.09.03PM.png?Expires=253370764800&Signature=RtlxnCiXwirbHICFKM7Xr-wMQYXsYlqL1QQYUDJg0L0QMExfqSFWXOkgKwogDRcsi7iYP6ADWImWGmXJr8NGz1tagdoexTqpwe9S1427eyWkVJW6ftK1cwGA7Z2fEHfe6tV7SNnb7xGQ4pOBvv55D3Bw17um6twphgxNnyGfFocttsmusI~LqC~zKLABzDKDkUNaoVRrTAAvAO5omWND~oP6m7Vm7JbLPuxbwmcD1mo5G5wDEI4XnT0B7pwwBCZozFGTjVA5YU9mgUAWjP8kbb-po-q-7zk-GRtfruZjuRwrqKBWy7GqWfCwg4LnPRmXbl1fELqjKR388DkUygfXHQ__&Key-Pair-Id=K3NV4LZ47N8M46)
## Stop from Patient Summary
  - Navigate to the `Medications` list in the patient summary located in the left panel of the patient chart
  - Hover over the desired medication and click `Stop`
    - If an open note is selected, the `Stop Medication` command will populate within the open note. 
    - If open note has not been selected, a Chart Review note will be created and the `Stop Medication` command will populate within the Chart Review
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730599200967-Screenshot2024-11-02at9.57.27PM.png?Expires=253370764800&Signature=MUE~8NEkvZt6a4DISnAsYbbKWSqDQ9M2K~sxzt12XTuD1Mg77wTK5L-pVo-4R8aIrcxvtW3JaLFqJ9vwAGd3AgzRHTbkha-AOf498BpJRZ~Bi3wSFbrH2FLxZyuPNdeQNqWEgHlul9uVs8tdq2lKjo9u3VXXWZyWBUZHtEfXILxDpyB2GOHNbrpcLiyFGDqoy6qbAa-6yxq468q0DfwQcqRIAequddx-gKE6drpHfqLTz~BCu7UfvA-GlfTJxtsTqMRlzNn3OaqjvOTX9wIkInzmtkefV08oM5S7ycToVc08dfS0P1ODSqQhsIswRq5y-x6RZhmkOvpo1MS2d9-z9w__&Key-Pair-Id=K3NV4LZ47N8M46)
## **Using the Stop Medication Command**
Once the command has been placed in the note, the fields will need to be completed
  - Fill out the `Rationale` or reasoning behind stopping the medication
    - This field is not required
    - Field has a 1024 character limit
  - Click `RECORD`
  - Medication will be removed from Patient Summary's medication list
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730599660698-Screenshot2024-11-02at10.07.22PM.png?Expires=253370764800&Signature=uEQ~E6sznCyHTJi2sYHo5DKyWd~xXtU2QOaiW6MlWlunhbbzhGEhCkDzOJzF0X6eBE2D12cdK5Vn0g5V1Z-YRcjTU7CyTmoljovXi2kWm83TUoc2QmHhS9ZDcPib8By1rnY1mOtDdLcr-58~y6-iDchZdvRCwJfWRDu8A-PjVBW3VlvLWKsxZmirK5MfAhriXhSbsWkNbADMyjNM62HG2zA6JVHda6gqYkCIL03~SBvDwdRF9Xuo-QiBFOamNsGU7ILQqmz10EfADB8Lkw0P~VUtzX5zDYaRy7~Q3wnV2j~BBcu2fkeeJeFqXe8B6zrKjaH7tDMwKyFkvQNNrneiog__&Key-Pair-Id=K3NV4LZ47N8M46)
----- END PAGE https://help.canvasmedical.com/articles/4992370720-command-stop-medication


----- BEGIN PAGE https://help.canvasmedical.com/articles/5041695251-diagnostic-theater
Diagnostic Theater views provide an efficient way to visualize and document trends for laboratory results and questionnaire scores within Canvas Medical. This powerful feature allows healthcare providers to create customized views that display patient data over time, making it easier to track progress, identify patterns, and make informed clinical decisions. The tool supports both laboratory values (using **LOINC codes**) and questionnaire scores, enabling comprehensive patient monitoring across multiple data types.
# User's Guide
## Viewing the Diagnostic Theater
To access and review patient data using Diagnostic Theater views:
  1. Within the patients chart, select the **Labs** icon in the patient panel to open lab reports
  2. Click **Diagnostic Theater** at the top of the lab reports panel
  3. Click the **filter** icon
  4. Select a diagnostic view from the dropdown menu
  5. Review the results and trends
## Adding the Diagnostic View to a Chart Note
Diagnostic data can be incorporated directly into a patient note
  1. Within the patients chart, select the **Labs** icon in the patient panel to open lab reports
  2. Click **Diagnostic Theater** at the top of the lab reports panel
  3. Select a diagnostic view from the **filter** dropdown
  4. Click **+Add to note** at the top right of the view to add a reference table to the note.
     - If a note has been selected, the table will populate directly in the note
     - If a note has not been selected, the table will open in a **chart review** note
# Configuration & Set Up
## Creating a Diagnostic Theater View
To set up a new Diagnostic Theater view for tracking laboratory results or questionnaire scores:
  1. Navigate to **Settings**
  2. Select **Diagnostic View** under the **Practice** heading
  3. Click **Add Diagnostic View +** in the upper right
  4. Complete the required fields:
     - **Originator** : User creating the diagnostic view
     - **Name** : Will be the name of the diagnostic view in the diagnostic theater
  5. Click **\+ Add another Diagnostic view element**
  6. Configure the diagnostic view element:
     - **Data type** : Indicates where the data is being pulled from
     - **System** : Coding system used
       - For **lab** diagnostic views, use **LOINC** for the system
       - For **questionnaire** diagnostic views, the system must match the **code_system** used on the questionnaire loader sheet (cell 5D)
     - **Code** : Unique code for the lab or questionnaire results
       - For **lab** diagnostic views, use **LOINC codes**
         - LOINC codes can be searched through [loinc.org](https://loinc.org/wp-login.php?redirect_to=https%3A%2F%2Floinc.org%2Fsearch%2F&reauth=1), [Labcorp test menu](https://www.labcorp.com/test-menu/search) or [Quest test directory](https://testdirectory.questdiagnostics.com/test/home).
       - For questionnaire diagnostic views, two code option can be used from the questionnaire loader sheet.
         - Questionnaire code (cell 5E)
         - Scoring function (cell 5F)
     - **Name** : Title of the view in the Diagnostic Theater
     - **Units** : Specify the appropriate units for lab values; leave blank for questionnaire scores
       - Designated units for the lab test can be found at [loinc.org](https://loinc.org/wp-login.php?redirect_to=https%3A%2F%2Floinc.org%2Fsearch%2F&reauth=1), [Labcorp test menu](https://www.labcorp.com/test-menu/search) or [Quest test directory](https://testdirectory.questdiagnostics.com/test/home).
     - **Ordering** : Where in the view will rank in the Diagnostic Theater dropdown
  7. Click **+Add another Diagnostic view element** if additional tests or questionnaires need to be added and repeat the process
  8. Select **Save** to create the view once complete
## Editing a Diagnostic Theater View
To modify an existing Diagnostic Theater view:
  1. Navigate to **Settings**
  2. Select **Diagnostic View** under the **Practice** heading
  3. Select the name of the diagnostic view that is being modified
  4. Make adjustments to any fields
  5. Select **Save** to apply the modifications
# FAQ & Troubleshooting
**Q: What types of data can I track in Diagnostic Theater views?**
**A:** You can track laboratory results (identified by **LOINC codes**) and questionnaire scores (using system codes defined in questionnaire templates).
**Q: Can I modify the order of elements in my diagnostic view after creation?**
**A:** Yes, edit the view and adjust the Ordering numbers to change how elements are displayed in the Diagnostic Theater.
**Q: Why isn't my questionnaire score appearing in the diagnostic view?**
**A:** Ensure you're using the correct system and code from the questionnaire template, and verify that the questionnaire has been properly configured with the appropriate coding.
## Related Resources
  - [Processing Lab Reports and Reviewing Lab Results](https://canvas-medical.help.usepylon.com/articles/1652834476-processing-lab-reports)
  - [Creating Questionnaires](https://canvas-medical.help.usepylon.com/articles/7017593857-creating-questionnaires)
* * *
**Keywords:** diagnostic theater, laboratory results, questionnaire scores, LOINC codes, patient trends, data visualization, chart documentation
**Categories:** Patient Charts, Laboratory Management, Data Analysis, Clinical
----- END PAGE https://help.canvasmedical.com/articles/5041695251-diagnostic-theater


----- BEGIN PAGE https://help.canvasmedical.com/articles/5063046583-change-document-type
Document type accuracy is essential for proper clinical organization and workflow efficiency. When documents are entered under incorrect document types or generic names, they can be difficult to locate and may disrupt clinical review processes. This article explains how to update a document to ensure proper categorization and accessibility.
# User's Guide
## Editing a Document
Follow these steps to modify a document within a patient's chart or from the user panel on the schedule view:
  1. Access the document either within the patient chart or from the user panel
     - **For clinical documents** : Click the appropriate icon for the document in the patient or user panel panel (labs, imaging, consults, or uncategorized documents)
     - **For administrative documents** : Navigate to the patient chart and click the triple dot next to the patient header
  2. Open the edit modal
     - **For clinical documents** : Click **Edit** on the document card. If editing from the patient panel, click the card to expand and access the **Edit** button
     - **For administrative documents** : Click the triple dot next to the document and select **Edit** from the dropdown
  3. Make any necessary edits on the modal
     - **Report Name** : Heading that will display on the document card
     - **Date** : Represents the date for the event occurred
     - **Labs** : Date labs were collected
     - **Imaging** : Date imaging was performed
     - **Consult Report** : Date the consultation/visit occurred
     - **Uncategorized Documents** : Date of occurrence
     - **Linked Orders** : Lab or imaging order that ties to the results
     - **Comment** : Free text field to add additional details about the document
  4. Click **Save**
## Change Document Type
  1. From the **Edit** modal, click **Change Document Type**
  2. Select the new document type from the dropdown menu
  3. Complete fields for the selected document type.
     - Depending on the chosen document type, additional fields such as review mode, clinical date, report type and others may need to be completed
  4. Select **Ready for Clinical Review** or **Submit Administrative Document** to finalize changes
     - A green checkmark will display to confirm the change was successful
![2025-07-08_17-27-35 \(4\).gif](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1752072719332-2025-07-08_17-27-35%25284%2529.gif?Expires=253370764800&Signature=aZgt4kSa35leRCUQYS4HRyhBK2tifZyHP1ejwfkLCyMVSunKZdKpq2anWxCsQvHk9pEUUin903ctEJGWThXQ2jSVBuwZ5DJfbJMygZ3Y6bNz4Omi4b0JfDmcpR2egjGGKS8avurbPxVt4PTP1UjXl79~cGeSfByO29Wvmq3xwrLgU-eq50mUrT~1MQ-GpzVvy5-iogP5H6eoDe5mFclubGsMP9Tes9tBz1P5OzzrVszTxYptIziO3mRDpHwyH~DMDkf8uC0Y8D4xY69I1VhsCtfOu2EN5EocdSU1gd5Yh3uXoPQVhsChmUCq~sBapEeE~E7bRzHXGLyuVpKBs2pS6w__&Key-Pair-Id=K3NV4LZ47N8M46)
# FAQ & Troubleshooting
**Q: What happens to the document when I change its type?**
A: The document will move from its current category to the new category. All document content and metadata remain unchanged - only the organizational category changes.
**Q: What if additional fields are required after changing the document type?**
A: Depending on the chosen document type, you may need to complete additional fields such as review mode, clinical date, or report type before the change can be finalized.
**Q: How do I know the document type change was successful?**
A: A green checkmark will display to confirm the change was successful, and the patient panel will refresh to show the document under its new document type category.
## Related Resources
[Video: Change Document Type](https://www.loom.com/share/eed4b512e32c423886308bbaae12cea1?sid=8bf54a9a-483f-48f3-8393-2302d04a9251)
[Data Integration](https://canvas-medical.help.usepylon.com/articles/7371085164-data-integration)
* * *
**Keywords:** document type, patient panel, clinical review, document management, chart organization, edit document, change document
**Categories:** Patient Charts, Document Management, Clinical Workflow
----- END PAGE https://help.canvasmedical.com/articles/5063046583-change-document-type


----- BEGIN PAGE https://help.canvasmedical.com/articles/5071031576-configuring-note-signing-requirements
Configuring note signing requirements gives you control over which note types need formal provider signatures. This helps you meet regulatory requirements while keeping workflows flexible for different types of documentation. We'll walk you through the setup process and help you make smart decisions about when to require signatures.
## Before you begin
**What you'll need:**
  - Administrative access to Settings
  - Permission to modify note type configurations
  - A clear understanding of your practice's documentation and compliance requirements
**Good to know upfront:**
  - Configuration changes only affect future notes—existing notes stay as-is
  - Different note types can have different requirements
  - You can always adjust settings as your workflows evolve
## How to configure a note type to require signatures
Here's the step-by-step:
  1. Go to **Settings > Events and Note Types**
  2. Find and select the note type you want to configure
  3. Look for the **Is sig required** checkbox
  4. Check the box to require signatures for this note type
  5. Click **Save** and you're done!
Once you enable this:
  - Notes of this type will show a **Sign** button instead of **Lock**
  - Users have to sign the note after locking it
  - PDFs are generated when signed (not when locked)
  - The PDF includes a **SIGNATURES** section instead of **LOCK HISTORY**
  - Each signed event gets a **View PDF** link for version tracking
## How to configure who can sign notes
Your practice can control signing permissions at a system level:
**To restrict signing to note creators only:**
  1. Enable the **RESTRICT_NOTE_SIGNING_TO_PROVIDER** configuration setting
  2. When this is on:
     - Only the provider who created the note can sign or lock it
     - Only that provider can amend or unlock their own notes
     - Common for practices that need strict provider accountability
**To allow multiple staff members to sign:**
  1. Disable the **RESTRICT_NOTE_SIGNING_TO_PROVIDER** configuration setting
  2. When this is off:
     - Multiple staff members can sign the same note
     - Any authorized user can amend signed notes
     - Great for collaborative or teaching environments
## Which note types should require signatures?
Here's our guidance based on what works well for most practices:
**Consider requiring signatures for:**
  - Billable encounter notes
  - Procedure notes
  - Consultation reports
  - Discharge summaries
  - Any notes with regulatory signing requirements
  - Documentation that goes in official medical records
**Consider NOT requiring signatures for:**
  - Internal messages between staff
  - Letters sent to patients
  - Administrative notes or internal communications
  - Phone encounter logs (unless they're billable)
  - Quick documentation that doesn't need formal signing
The best approach? Work with your compliance team to figure out what makes sense for your specific practice and regulatory environment.
## How signing configuration affects your notes
Let's see what changes when you configure a note type:
**For note types with signature required:**
  - **Sign** button appears instead of **Lock**
  - One click both locks and signs the note
  - **Amend** button appears for making changes
  - PDF generated at signing includes **SIGNATURES** section
  - Note footer shows locked, signed, and amendment events
  - Each signed event includes a **View PDF** link
**For note types without signature required:**
  - **Lock** button appears
  - One click locks the note
  - **Unlock** button appears for making changes
  - PDF generated at locking includes **LOCK HISTORY** section
  - Note footer shows locked and unlocked events
  - Each locked event includes a **View PDF** link
## Understanding signature vs. lock history in PDFs
Your PDF templates change based on whether signatures are required. Here's what you'll see:
**Signed notes display:**
  - **SIGNATURES** heading
  - "Electronically signed by [provider name] on [date] at [time]"
  - "Amendment initiated by [provider name] on [date] at [time]"
  - Events listed oldest to newest (ascending order)
  - Does NOT show locked events
**Locked notes display:**
  - **LOCK HISTORY** heading
  - "[Provider name] locked this note on [date] at [time]"
  - "[Provider name] unlocked this note on [date] at [time]"
  - Events listed oldest to newest (ascending order)
## Testing your configuration
After you enable signature requirements, it's smart to run through a quick test:
  1. Create a new note of the configured type
  2. Check that the **Sign** button appears instead of **Lock**
  3. Complete and sign the note
  4. Look at the note footer to confirm you see both locked and signed timestamps
  5. Click the **View PDF** link to verify the **SIGNATURES** heading appears
  6. Test the **Amend** function to make sure it works as expected
For non-signature notes, do a similar check:
  1. Create a note of an unconfigured type
  2. Verify the **Lock** button appears
  3. Complete and lock the note
  4. Check that only the locked timestamp shows up
  5. Click **View PDF** to verify **LOCK HISTORY** heading appears
Taking a few minutes to test saves headaches later!
## Common configuration scenarios
Let's look at some typical setups:
**Scenario 1: All billable notes need signatures**
  - Check **Is sig required** for all your billable note types
  - Consider enabling **RESTRICT_NOTE_SIGNING_TO_PROVIDER** if only rendering providers should sign
  - Run test encounters to verify the workflow makes sense
**Scenario 2: Mixed workflow (some signed, some locked)**
  - Require signatures only for provider encounters
  - Leave internal messages and administrative notes without signature requirements
  - Make sure your team knows which note types use which button
**Scenario 3: Multi-provider practice with collaborative care**
  - Disable **RESTRICT_NOTE_SIGNING_TO_PROVIDER**
  - Let multiple providers sign the same note as needed
  - Perfect for teaching environments or care teams where multiple providers contribute
## Troubleshooting configuration issues
Running into snags? Here's how to sort them out:
**Staff aren't seeing the Sign button**
  - Double-check that **Is sig required** is enabled for that note type
  - Make sure they're creating a new note (existing notes keep their old configuration)
  - Verify the note type version has the correct setting
**Wrong button is appearing (Sign when they expect Lock, or vice versa)**
  - Review the note type configuration in Settings
  - Make sure **Is sig required** matches what you actually want
  - Remember: existing notes won't change—only newly created notes show the new configuration
**Staff can't sign notes they should be able to**
  - Check if **RESTRICT_NOTE_SIGNING_TO_PROVIDER** is enabled
  - Verify the user is the note creator (if restriction is on)
  - Confirm the user has appropriate signing permissions in general
**PDF showing wrong template (SIGNATURES vs LOCK HISTORY)**
  - This is actually expected for notes created before you changed the configuration
  - New notes will use the correct template
  - Historical notes keep their original template—this is good for compliance!
## Best practices for configuration
**We recommend:**
  - Writing down which note types require signatures (documentation helps everyone!)
  - Training your team on the difference between Sign/Lock and Amend/Unlock
  - Testing configuration changes in a non-production environment if possible
  - Reviewing your configuration periodically as workflows change
**Try to avoid:**
  - Changing signature requirements on active note types without giving people a heads-up
  - Requiring signatures for note types that really don't need formal signing
  - Assuming everyone understands what the configuration means (communicate clearly!)
  - Forgetting to update your training materials when you change things
## Frequently Asked Questions
### Can I require signatures for some locations but not others?
Unfortunately no—the signature requirement is set at the note type level and applies across your whole practice. If you need different requirements for different locations, you'd need to create separate note types for different workflows. Chat with your Canvas implementation team if you're trying to solve this!
### What happens to my existing notes when I turn on signature requirements?
Great question! Existing notes don't change at all. They keep their original locked state and PDF template exactly as-is. Only newly created notes of that type will require signatures. This protects your historical documentation from any weird retroactive changes.
### Can I change the requirement after notes are already created?
Yep, you can change the configuration whenever you need to. Just keep in mind that notes already in the system will stick with whatever configuration existed when they were created. Only brand-new notes will reflect your updated setting. This prevents confusion with documentation that's already in progress.
### How do I find out which restriction setting is enabled?
Your Canvas Medical support team or implementation specialist can tell you. The **RESTRICT_NOTE_SIGNING_TO_PROVIDER** setting is a system-level configuration that isn't visible in the regular admin interface. Just reach out and they'll let you know what you've got!
### Can I customize what shows up in the signature section of my PDFs?
The signature section format is standardized to ensure regulatory compliance and keep documentation consistent. You can't customize the signature block content itself, but the information displayed is comprehensive for audit purposes. The standardization is actually helpful—everyone's PDFs look the same, which makes reviews easier!
### Do message and letter note types need signatures?
Generally, message and letter categories don't require signatures, even in environments where **RESTRICT_NOTE_SIGNING_TO_PROVIDER** is turned on. These are typically administrative communications rather than clinical documentation. But you can always configure them to require signatures if your specific workflow needs that!
### How does this help with compliance and regulatory requirements?
The signature feature creates a much stronger audit trail by separating the signature event from the locking action. You get explicit documentation of who reviewed and approved each note, along with a complete amendment history. This alignment with regulatory expectations makes audits smoother and gives you better accountability. Work with your compliance team to figure out which specific note types need signatures based on your regulatory requirements!
----- END PAGE https://help.canvasmedical.com/articles/5071031576-configuring-note-signing-requirements


----- BEGIN PAGE https://help.canvasmedical.com/articles/5081934202-custom-lab-report-templates
Canvas allows users to create custom lab report templates that can be used to upload lab reports via data integration. These templates provide standardized formatting for laboratory results and streamline the data entry process.
# Configuration & Set Up
Lab report templates require proper configuration of field types and options to ensure accurate data capture. Templates can be activated or inactivated as needed to manage available options for data integration.
## Create Custom Lab Report Template
  - Go to **Settings**
  - Locate and select **Lab Report Templates** under the **Data Integration** section
  - Select the **ADD LAB REPORT TEMPLATE +** button to open the lab report template
  - Complete the lab template fields
    - **Name** : Name of the lab test (e.g. Complete Blood Count)
    - **Code** : Numeric code linked to the specific lab test
    - **Code System** : Coding system used (e.g. LOINC)
    - **Search Keywords** : Keywords to use during search
    - **Active** : Checked by default - uncheck to inactivate
    - **Custom checkbox** : Checked by default. Indicates it was not a lab test added by Canvas
    - **Point of Care Test checkbox** : Check this box if it will be used in the POC command
    - **Charge** : Link an associated charge from the fee schedule
  - Complete the **Lab Report Template Fields** section for the ability to add discrete lab values to lab reports. These values will be visible in Data Integration and will also trend on the lab results in the patients' chart. They can also be tied to the [diagnostic theater](https://canvas-medical.help.usepylon.com/articles/5041695251-diagnostic-theater).
    - **Sequence** : Order the lab test will display on the template
    - **Code** : Numeric code linked to specific lab result
    - **Label** : Name of the lab test (e.g. WBC)
    - **Units** : Enter appropriate units (e.g. x10E3/uL or g/dL or %)
    - **Type** : Format for entering lab results. 
      - Options omitted from the list below **should not** be used for template building.
        - **Float** : Used for numerical / decimal values
          - If other values entered message stating "some values might be missing or incomplete is displayed
        - **Select** : Drop down selection
        - **Text** : Free text
        - **Checkbox** : Checkbox selections
        - **Radio** : Only one button can be selected
        - **Date** : Calendar modal
  - Fill in the **Lab Report Template Field Options** if appropriate
    - **LABEL** : Option(s) to select when using **Select** or **Radio** type (e.g. Detected)
    - **KEY** : Should be the same as **LABEL** (e.g. Detected)
  - Click **\+ Add another Lab Report Template Field Option** if more options are needed
  - Click **\+ Add another Lab Report Template Field** button to add new result fields for the lab template and repeat the steps above as needed
  - Select **Save** once template is complete
[loinc.org](http://loinc.org) and [Labcorp's Test Menu](https://www.labcorp.com/test-menu/search?query=cloz) are helpful resources to find LOINC codes for lab test and lab results.
## Inactivating a Lab Report Template
  - Go to **Settings**
  - Locate and select **Lab report templates** under the **Data Integration** section
  - Search and select the lab template you wish to inactivate
  - Unselect the **Active** check box
  - Select **Save**
# FAQ & Troubleshooting
**Q: What happens if I enter non-numeric values in a Float field type?**
A: A message stating "some values might be missing or incomplete" will be displayed when non-numeric data is entered into Float-type fields.
**Q: Which field types should I use when building templates?**
A: Only use Float, Select, Text, Checkbox, Radio, and Date field types. Other options in the dropdown should not be used for template building.
## Related Resources
  - [Data Integration](https://canvas-medical.help.usepylon.com/articles/7371085164-data-integration)
  - [POC Lab Order command](https://help.canvasmedical.com/articles/7060961677-point-of-care-poc-tests)
  - [Processing Lab Reports](https://help.canvasmedical.com/articles/1652834476-processing-lab-reports)
* * *
**Keywords:** lab reports, templates, data integration, laboratory, custom fields
**Categories:** Configuration, Data Integration, Laboratory
----- END PAGE https://help.canvasmedical.com/articles/5081934202-custom-lab-report-templates


----- BEGIN PAGE https://help.canvasmedical.com/articles/5123845479-teams
Teams in Canvas allow organizations to categorize staff into specific groups to perform designated tasks, streamline task management, and enhance communication.
# Setup & Configuration
## Adding Teams
  - Go to the triple line menu at the top left-hand corner.
  - Select **Settings** , and navigate to **Teams** under the **Practice** heading.
  - Click the **"Add Team +"** button located on the top right of the Team Admin page.
  - Enter the team name under the **Name** field (e.g., "Patient Care Coordinators").
  - If applicable, assign responsibilities that correspond to the team by selecting them from the list. See the "Responsibilities and Actions" section below for more details.
  - Add staff members to the team by clicking the plus sign (**+**) and selecting staff names from the dropdown menu.
  - Click **Save** once all fields are completed.
### Responsibilities and Actions
Each team can be assigned specific responsibilities. **Teams cannot share the same responsibilities**.
Below is a list of responsibilities and the actions they trigger:
  - **Collect Specimens from a Patient:** No action triggered.
  - **Communicate Diagnostic Results to a Patient:** A task is assigned when the communication delegate option is selected after result review.
  - **Coordinate Referrals for a Patient:** A task is created when the referral is delegated.
  - **Process Refill Requests from Pharmacy:** Notifications appear on the refill request icon.
  - **Process Change Requests from a Pharmacy:** No current logic; feature in progress.
  - **Schedule Lab Visits for a Patient:** No action triggered.
  - **Population Health Campaign Outreach:** A task is generated when a campaign is created.
  - **Collect Patient Payments:** Team contact information appears on patient statements.
  - **Complete Open Lab Orders:** A task is raised when modifications to an open lab order are required.
  - **Review Electronic Remittance Posting Exceptions:** No current logic; feature in progress.
  - **Review Incomplete Patient Coverages:** A task prompts completion of patient coverage documentation.
To select multiple responsibilities, hold Ctrl (Windows) or Command (Mac) while clicking. To unselect, use the same key.
## Editing Teams
  - Navigate to the **Settings** menu, located under the triple line icon.
  - Select **Teams** under the **Practice** heading.
  - Locate and select the team you want to edit.
  - Make the necessary updates.
  - Click **Save** once editing is complete.
## Deleting Teams
To delete a team:
  - Navigate to the **Settings** menu, located under the triple line icon.
  - Select **Teams** under the **Practice** heading.
  - Select the checkbox next to the team you want to delete.
  - From the **Action** dropdown, choose **Delete Selected Teams** , and confirm by clicking **Go**.
Deleting a team associated with an automation task will disrupt the task and may generate errors. Update automations before deleting the team.
## FAQs
**Q: Can I assign one responsibility to multiple teams?**  
A: No, responsibilities must be unique to each team.
**Q: What will occur if I remove a team that still has ongoing tasks?**  
A: Ongoing tasks will be halted, requiring either re-assignment or manual intervention.
**Q: Can I rename a team after it has been created?**   
A: Yes, teams can be renamed by following the **Editing Teams** process.
**Q: Why would I have a team without responsibilities?**
A: Teams can be assigned to a task to notify a group rather than an individual. Teams also can be group messaged using [Canvas Chat](https://canvas-medical.help.usepylon.com/articles/2541599205-canvas-chat-and-bot). 
## Keywords & Metadata
**Keywords:** teams, Canvas, group management, task delegation, group chat  
**Categories:** Administration, Configuration, User Guide
----- END PAGE https://help.canvasmedical.com/articles/5123845479-teams


----- BEGIN PAGE https://help.canvasmedical.com/articles/5128727084-managing-medication-commands
Managing patient medications effectively is vital for quality healthcare documentation and patient safety. This comprehensive guide outlines the processes for document, prescribe, adjust, refill, stop medication. By following these instructions, healthcare providers can streamline medication management, ensure compliance, and maintain thorough patient records. From handling electronic refill requests to adjusting existing prescriptions, this guide covers all essential commands and fields, making it a valuable resource for maximizing Canvas's capabilities and improving patient care workflows.
> Looking for help with failed prescriptions, DrFirst signing problems, or pharmacy transmission errors? See [Troubleshooting Prescription Errors in Canvas Medical](https://help.canvasmedical.com/articles/4d959e82-a9e3-488b-a61d-ced8d4504981-troubleshooting-prescription-errors).
# User Guides
## Medication Statement | Documenting Active Medications
The **Medication Statement** command is used to document active medications a patient is taking that were not prescribed by the provider. It ensures the patient's medication record is complete.
  - Add the **Medication Statement** command into an empty line of the note
    - **Medication Statement Heading** : Enter the name of the medication the patient is taking.
      - Medications are sourced from **First Databank (FDB)**. If unavailable, medications can be added as **free text**. Free-text entries appear in **gray** on the patient summary.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730774203835-1730738842485-1730600809485-Screenshot2024-11-02at10.26.34PM.png-3dc73d47-67d7-49f2-80b8-fe9da1f35581-4333e5fa-236d-4e60-839c-485146bde9ff?Expires=253370764800&Signature=eknA545DbLCaZ1cCWHyuM1PDP0RgWMgvErgzphAvZyVjTfJyyPVBzHxiDXPcU0JVBl5b7j3q8s8spFc3Ak6SziAgr3nZxH6yEfnp9fyi7foPQ2Ht7xHruYnFOAzhYT7xmlkuguGN-42pEXIvOm1UB1DBUOOvXvJ14D73XC2A-ZbJ~~AhoHQEss-wM5ufWDIbt-3S3kAOgt-WmjR~soGYJ-v3HUaDomExg1UsmLjDt47LHbVU2A6Slpmx5BNxwFIHKRniEgey60NWAzevw6JDrPKxrSK9F5EoW~dOfhUQsD3yAaRkcfHJnq4RVH9Jlk7DHp7YUD-7wSF4UI1evoJchA__&Key-Pair-Id=K3NV4LZ47N8M46)
    - **SIG** : Specify the frequency and route of administration
    - Interaction checks are performed against all previously recorded medications and allergies. If the selected medication has an interaction, the interaction severity and warning will display.
![screenshot-202502132201.jpg](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1739470933894-screenshot-202502132201.jpg?Expires=253370764800&Signature=ds06LHpmozqtuQKKG5sQG9wHhVHSMA4Q6zZ~FQfwQwazwCfDyDhYGlzDvf1~rzFufSko7LsGCkwGXsAoptylc5aBwSeydT8903WSfZwXWLsp4D8wZTP6pfHZ2~mPbyGv1aDlftgkvLgQsot4lzFg9LEy8LiSZ-p~ieJC51OEqnLP9Gfk7grGgfAyfsri~F3vKVg24sGMzCwDEHlfKt1wMKrMFL71VC5LQUBVVeMBxvvSp4-w-Az5HR0i5QnnhWlWZKIM5eS1u65L6Ohj7NN3dVTNrVzxvcqsAT52llTkZCbna8j1pVMEMe7AFHNqc-H06~k1NtMdHb5LgxPP1YSy2g__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Once the command is committed, the medication will display under Medications list in the patient summary. Medications added via free text will appear in **gray** on the patient summary.
## Prescribe | Prescribing a Medication
The **Prescribe** command allows healthcare providers to issue new prescriptions for both controlled and non-controlled substances.
  - Add the **Prescribe** command into an empty line of the note and complete the fields. Red text fields are required.
  - **Prescribe Heading** : Name of medication
  - **Indications** : Reason for prescribing
  - **SIG** : Special characters and line breaks are not supported
  - **Days Supply** : Number of days prescription should cover
  - **Quantity to Dispense** : Specify the quantity X form (tablet, capsule, box, etc)
![2025-01-21_11-52-16.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1737478359067-2025-01-21_11-52-16.png?Expires=253370764800&Signature=dmklAydwbAqEsbFhqVC7yHs~5ekEKdVDzBwCUF2hO6goCwzuqa7ezvx6pRVxNNBZlqCbGJqfaSP9LtnkcaCR1TYHhRQWlHMUtbvmbCy2bhciWb954uJeu17-Ymuqyzwkv2oqOwrokXmXqKRev6-t7TgVwAGXrCJj7IGsye1cCZrKV91csJ-RSAEr0kczdiAxpj-otfXBd9kVutffmwWEWB~bt0eJRwMMzFQxvbnj1RZX0eTyEZne~hV6jNutbFDamtH9GFzsgrOun8PsayhLO8aET3qYLBGQNtAQZzn79V4sBayxpuTJtDSQ-OHK~WiucXsYZMY3lDzJRf43~cuYGA__&Key-Pair-Id=K3NV4LZ47N8M46)
  - **Refills** : Number of refills authorized
    - Controlled substance restrictions based on their schedule badge
      - Schedule II controlled substance prescriptions cannot be refilled and expire after 6 months.
        - Review will be available if refills are set above 0
      - Schedule III or IV prescriptions may not be filled or refilled more than 6 months after the written date OR refilled more than 5 times, whichever comes first.
      - Schedule V controlled substances may be refilled as authorized. Laws may vary by state.
  - **Substitutions Allowed** : Indicate if substitutions are permissible
  - **Pharmacy** : Where the prescription should be sent. This will auto-populate to [patient's preferred pharmacy](https://canvas-medical.help.usepylon.com/articles/8802451810-patient-demographics#preferred-pharmacies-18) if it is set in the patient's profile
  - **Prescriber** : Provider ordering the medication
  - **Supervising Provider** : Physician the prescribing provider works under
    - If the supervising provider **is** set in the [staff profile](https://help.canvasmedical.com/articles/4283873790-add-a-new-staff-member), it will default in the prescribe command.
    - If a supervising provider **is not** set in the [staff profile](https://help.canvasmedical.com/articles/4283873790-add-a-new-staff-member) or needs to be changed, the supervising provider can be selected from the dropdown
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1747950234263-image.png?Expires=253370764800&Signature=ONKv8lUR~SzXWvYlLCNkng0wA9kX5upBtfsfuz7947dQAxzGTQT0k0E0H0aXxW~nPntsSifndL5sfBIi32qlxdYQRwmb0Z3J7R9HtkbjlUDVPrRzbJFGan48savNKid3oRFVrXfxUdZeP6bXKBzSfVCSFnYE9BohlirtV9~Y6vYI83vYozbfrQsyHdnZXCy6ms01iGRdk-NaVZDDz5uxSLLQTyXl9TzLcMkjzAQFegMN85yA2dXd7Uk~nkhIyYXfJOKDmSJVSO4ecQs0HQ8-hQBxkNpkKHis-wq0C-yL8F~dgyM7~GpAtFIJeWQ-lMn73pFHfWVafcZmSULgEvw~AQ__&Key-Pair-Id=K3NV4LZ47N8M46)
**Prescriber address on electronic prescriptions**
By default, the prescriber address transmitted on an electronic prescription — the business name, phone, fax, and street address — is taken from the prescriber's primary practice location.
If your providers work across multiple locations, Canvas can instead use the practice location on the note as the prescriber address on outgoing prescriptions. This is helpful for workflows like white bagging, where the medication should ship to the office where the patient is being seen rather than the provider's default location.
This behavior is turned off by default. To enable it for your instance, reach out to Canvas support.
  - Complete the command by clicking **Review** and selecting the necessary action
    - **Sign & Send**: Prescription will be sent to the selected pharmacy
      - This will be the default if a pharmacy is added to the command
    - **Sign** : Will commit the command but will not send the order to the pharmacy
      - This will be the default if a pharmacy is not listed in the command
      - Available in the dropdown when **Sign & Send **is the default
    - **Print** : Print a copy of the prescription
If **Sign** or **Print** are used to commit the command, the prescription can still be sent from the triple dot menu. Once the command is sent, it cannot be resent — a new command will need to be created.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F06605b9e-0586-49e0-b28d-f6ef6489a14c-1753258511241-image.png-10ca79b7-34e1-43ac-a770-9acaa4ebe721?Expires=253370764800&Signature=FI6Oa1nWTwy2QSdUbKO5tI8xviS-puN43rC0ef41DZZm7VUia9-OPZcfk9XC1w2DdkxqBv4Ty3KWfLYCz5EeCAiUNvszh8-G4IH4LFh4f9HkhRYavrQoIutrqTl3pFk3srvC2CV7XUUYl-xJjwD1GrUq3jeajBpaYNznhaiGk~2HZCDrpvdMdUb304ojeC8eK25o7ogNtwF~-X6Lhq~Z~pZmY8EcaIzleYD6mqtP9WCqgCD1EuKlra3S7KBK5sc0-6gfrUUhj0R1ftokALX9KOOjNTGPz22pSgPliIINLVZbUeAUcl9jNOKFrNCW2SAQrU5I7ZzRNYpwSgogCvb~eg__&Key-Pair-Id=K3NV4LZ47N8M46)
    - **Make Changes** : Correct any errors in the prescription before sending
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1753257969740-image.png?Expires=253370764800&Signature=JkvywlSofxHrKX7j6yQblh7LpeMFobUIZ9YeAQJVMgCxk9QhzMstKshDl-~Svbu3yNN~ldgps0DoGEgDWXnvW0FhqyLjGG3sOeyc92UXpMfipaDqPKvo3odYtYkHS46Xr0iDJQKB9fp89tUEBMp7tMM-6ljVhbBQdd9MbaZOLchD5lsyK0UuTIhRmf8ihd0g2AUjRqOeKBQxFvb-UQ6vKC-7TTZwtQ118RyVWrzuLedy98ZbFENH3w5FJcnV6AmjAUTV~vF4-TjnssdYOcp1Y6hvWRaKlNpL-wvmCPbGRnwKzV90OMCmE0DuBuVyGBqAkEK7ZnBR1W6p6Yu50CLVmA__&Key-Pair-Id=K3NV4LZ47N8M46)
## Drug and Allergy Interaction Checks
When prescribing or documenting a medication, Canvas performs drug to drug and drug to allergy checks and displays within the command. Interaction warnings can also be controlled in admin
By default Canvas shows all Drug/Drug Interaction Warnings as well as all Allergy Warnings. However, this setting can be adjusted at the organizational level in settings.
## EPCS + DrFirst | Prescribing a Controlled Substance
Controlled substances are prescribed in Canvas through the DrFirst integration
### DrFirst Signing Screen
  - After completing the prescription in Canvas, click **Send**. The prescription status will change to **Pending**.
  - The **DrFirst Signing Screen** opens automatically. Review:
    - **Patient Information** : Name, gender, birth date, and address.
    - **Prescriber Information** : Name, DEA number, NPI, and address.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730770822857-1730738235193-1730737881343-1730416086770-1730414916420-1730414279175-1730412532619-1730411165902-1730408986738-Screenshot2024-10-31at5.09.24PM.png-66a5d64b-b01d-4da0-bc45-1153bbf292bc-33e88419-99f7-4767-b5c4-372b8f1f4f2f-56209123-ecfa-4dc5-8773-60721f8352a2-1d0eaaf6-d77c-4bcd-afc9-54449cc368c4-a25b8f09-9d2a-41c6-955c-c39e48b7082e-1cc46060-d5e7-44bf-91dc-b318dd284342-1f3cd669-88a2-4d28-af14-950d3194e3b3-328887d5-15c2-4e24-91ef-8cf2a68bc232?Expires=253370764800&Signature=II2qmIukVmnwbajmY7QQIvMtdCUY5rzaXsah6y04m~ABwqJ4WObyyGlK4gHQJOcWe~pfc4Gwfa648ZhLUK5fGN6GMSGrygT9AwfXbf6tcz0N~vmwkZkP99aA67R3N-~l8Q8maxgAMSxib71vNiuUMArYemtcM3R9bKQKlhLxd~D0o3yrobFF-VxAVWRNkr9vYFGyUEcYk5yVq-88nzrQnf1k~vFGx-dfR4UuWWHxWhDKYLxPX2P7ILxtGqUE38a7Olb5S974JjuaErNK9Gp8O45rlTC4XputZnuKL~HFbxj7FXoQyYwoHuExxqHT2Y-XTUUmBZnf9xrgrPHaSUCrKg__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Complete the two-factor authentication:
    - Enter the **Signing Passphrase**.
    - Provide the **One-Time Password (OTP)** generated by the prescriber's authentication device.
  - Verify prescription details and select the prescription by checking the box in the first column.
  - Click **Sign and Send** at the bottom right to finalize.
Click this button rather than using the enter key. Pressing ENTER after adding the OTP token may cause the window to exit, leaving the prescription unsent.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730770823516-1730738235828-1730737881836-1730416087424-1730414917146-1730414279598-1730412533069-1730411166319-1730409036074-Screenshot2024-10-31at5.10.25PM.png-5b0d6c04-832f-4e1f-b174-7b62f2cf88ed-626fefe8-9b77-4cbe-be4c-0c92bb6dfd36-25b0221c-0dc6-4585-a1ff-1f35ad1e000a-17c8e35b-0a36-4328-9b64-2b2d2f2fa928-c03876bc-a486-4d0b-bfe1-0ae6196601f3-ee969f13-a9e2-4a70-99ec-9d6b60ab9c1d-d7f18525-2443-4764-b956-8dc36342d6b9-ca3e3ced-29dd-4a1f-9264-5ae4c387c5c9?Expires=253370764800&Signature=J6tBY1cvsz~2vn4EwPQUvHADORql8u3iyocWkoERoe5YEzLuPTU0RU3uCFtB3pq2n0vwLXz51hZ~MzD-TdxLGytVsAsc~wav17UB5E2UdN29ZwRm9ZP3vr5-evcWu4zA13yvLlWKZN7AubXbZhIdIcwBU6ZKfAbVExWfPf85QiuOpvp0MHRHhmOjrYhmihBNdBmVxtWHrTgtWKgjGp7~GZlnm5ls9R0H-IMTvNxXO5KM3mN-1wDZpNwIF4BFBloSI69cB76-pXdmA~Cxh5s3VpK2-cDYEMo8cy7KhrMY6V5XMDldwBU7Unsj5juCunhgdekQaD-4mwZm3dQdFzlCvg__&Key-Pair-Id=K3NV4LZ47N8M46)
If several scheduled medications are being submitted in the same note, a new validation window will show for each medication.
**Important:** When you click **Sign & Send**, the prescription status immediately changes to **Pending** and the DrFirst signing window opens. If you exit the DrFirst window without completing the passphrase and OTP signing process, the prescription will remain in **Pending** status but cannot be transmitted or resent. You must create a new command to prescribe the medication.
# Ordering DMEs
### DMEs Using a Letter
The **Letter** feature is ideal for ordering durable medical equipment (DMEs), providing flexibility and comprehensive documentation.
#### Steps:
  - Open the patient's chart and create a new **Letter**.
  - Include detailed information:
    - Equipment name (e.g., wheelchair).
    - Quantity (e.g., one unit).
    - Specific instructions or additional requirements.
  - Include patient and insurance details as needed.
  - Print or fax the letter to the supplier for processing.
Frequent DME orders can be simplified by [**creating a letter template**](https://canvas-medical.help.usepylon.com/articles/8181146406-letters#create-and-update-letter-templates-16) to use for DME orders. This will reduce errors and save time.
#### Key Benefits:
  - **Comprehensive Documentation** : Includes all necessary details for compliance.
  - **Provider Signature** : Ensures regulatory requirements are met.
  - **Customization** : Allows for complex or non-standard orders.
### DMEs Using the Prescribe Command
For simple orders like syringes or lancets, use the **Prescribe Command** for quick electronic submission.
# Refill | Refilling a Medication
This command provides the ability to easily issue a prescription refill for any medication on the current Medication List. This process is possible both manually through a chart note and electronically with requests from the pharmacy
## Manual Medication Refill
  - Add the **Refill** command to the note and select the medication being refilled from the dropdown.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730738011260-1730418267630-Screenshot2024-10-31at7.44.06PM.png-bad4d32a-a121-465b-a026-ddb034039e71?Expires=253370764800&Signature=eMXefoVEBl9aZTPhZUyp2cBvt-y-kh-U2~ii7aZqGUNPTZzZ17-Jw8noaBuE37mUWvoEbLUsot6dB-SoceRS0X1MUbwtc0NirZ8jIoBo15jS1-2rAFWXv82u94zBKZVqVFEPmf~9kKdD~r6zWwP-dqf5wLExXy4ptGMZvpSBHFOkio1n6MeMwvuv-n-S8~RVjfU1N9D2lFhdLg4IjYKKw2rklc~mb2T8MNQ1~xWyhpGxj-h02ouP1FhWxel8NNTL0Bcee~ku5dwUPffCLjxh9sxtB0NBP7XGzjsVEDoXstBe89Hm0jSOHLP2SMvwuJhLaJiIM2qwrPTC77MzMlHjAg__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Alternatively, hover over the medication in the patient's Medications list and click Refill. If no note is open, a Chart Review note will be created.
![refill.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730835419370-refill.png?Expires=253370764800&Signature=bS8m2b~Y3Y0IfLOo6plMb8jyxBZalXlmGxvRnPYTRnqloDyR0SjWcsDzUM9tbdvPl5A~wQxn4BwJ7UnmP0zsqBxFukW4t6ckUa5EGQk3Hdz5LBfVPBMpOXY4P8BFylgqCKsnu3wlSxi~J4VuEeyaBDLteT1zuKDbeYxcmEYDhCj3bqpdknOLAzWUVQGlNP8JfwkmkrVw-K3jNyy0KAy~xukrXxf55c47RcjZlORCslXAiX34elhbccUtfm5mZ5AR-VVloF1OyjcMYZuAkoGO5aGuTV8AAzy42hBFajCiupjWXZmS1YC4pjfY-KWwtoa37cctzPbUjkekASroybnzAg__&Key-Pair-Id=K3NV4LZ47N8M46)
  - **The Refill** command retrieves all the details from the previous order of the medication. Make any necessary adjustments if required.
  - Complete the command by clicking **Review** and selecting the necessary action
    - **Sign & Send**: Prescription will be sent to the selected pharmacy
      - This will be the default if a pharmacy is added to the command
    - **Sign** : Will commit the command but will not send the order to the pharmacy
      - This will be the default if a pharmacy is not listed in the command
      - Available in the dropdown when **Sign & Send **is the default
    - **Print** : Print a copy of the prescription
If **Sign** or **Print** are used to commit the command, the prescription can still be sent from the triple dot menu. Once the command is sent, it cannot be resent — a new command will need to be created.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F06605b9e-0586-49e0-b28d-f6ef6489a14c-1753258511241-image.png-10ca79b7-34e1-43ac-a770-9acaa4ebe721?Expires=253370764800&Signature=FI6Oa1nWTwy2QSdUbKO5tI8xviS-puN43rC0ef41DZZm7VUia9-OPZcfk9XC1w2DdkxqBv4Ty3KWfLYCz5EeCAiUNvszh8-G4IH4LFh4f9HkhRYavrQoIutrqTl3pFk3srvC2CV7XUUYl-xJjwD1GrUq3jeajBpaYNznhaiGk~2HZCDrpvdMdUb304ojeC8eK25o7ogNtwF~-X6Lhq~Z~pZmY8EcaIzleYD6mqtP9WCqgCD1EuKlra3S7KBK5sc0-6gfrUUhj0R1ftokALX9KOOjNTGPz22pSgPliIINLVZbUeAUcl9jNOKFrNCW2SAQrU5I7ZzRNYpwSgogCvb~eg__&Key-Pair-Id=K3NV4LZ47N8M46)
    - **Make Changes** : Correct any errors in the prescription before sending
**Important:** When you click **Sign & Send** for controlled substances, the prescription status immediately changes to **Pending** and opens the DrFirst signing window. If you exit DrFirst without completing the signing process, the prescription remains **Pending** but cannot be resent – you must create a new **Refill** command.
## Electronic Medication Refill
Pharmacies have the ability to electronically request a refill for a patient's medication.
Electronic refill requests can be approved, denied, or ignored depending on the request and whether a pharmacy response should be sent.
  - **Approve** : Approves the refill request and sends an approval response back to the pharmacy.
  - **Deny** : Denies the refill request and sends a denial response back to the pharmacy.
  - **Ignore** : Dismisses the refill request from the queue without sending a response back to the pharmacy.
For step-by-step guidance, including how to handle duplicate refill requests, see [📄 Electronic Refill Requests: Approve, Deny, and Ignore](/articles/9793839746).
# Adjust Prescription | Adjusting a Current Medication
The Adjust Prescription command allows the user to adjust existing medications
  - Add the **Adjust Prescription** command by adding the command to a note or from the patient summary by hovering over the medication and clicking **Adjust**. If no note is open, a Chart Review note will be created.
![2025-01-07_11-17-15.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1736266684426-2025-01-07_11-17-15.png?Expires=253370764800&Signature=GDpeWOzGNYXzNMbXR6irqcPPvnInUuQhASzwqEIKtJQNwvm-YHqHltjgcC2I2YaWTw5xq3pEK1RE6TV8Pj0QyrJwNZlV5KkH1WQ5jk13UNj8ZHuFwlFTX7t7E17xRCIMywWlkmB7F66Nws9WUvrPQeNis-5VhFA68JK-Hh0kYlRgyY50iy0ntrse745iU8NnxT2SmOwodXoAKjp2-z9kl2aW9Jo5KSnvVhn~oanN9dwpnyhMqbGGq6X28tjiM~ekwcV~5CDiENKUjSaJQyMQcg8W99q7DzTIpVirRmOF1zNXJKoC1KA~XmEBWfxAzaOinZDZT7k8WhEHEz82a5yK4g__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Adjustments can also be made from the patient summary by hovering over the name of the medication and clicking **Adjust**. If no note is open, a Chart Review note will be created.
![adjust.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730835666546-adjust.png?Expires=253370764800&Signature=oEitpTbpBUDpQVVcHTT60camKvTdqbKrSiWO7AYSO4af639cPSnTuEmRhbyVUtv7eQMUMQJEqVURO~u7cv~teopsRcTa0QXDp7W617GWFIqQq5W1O3Z3WqWczXMsS1~XQk~FXaOEbDlM52O9ZdqGBg8OyYUnvgkXjxtzzDEShx0bzVqKG13LFSpHy627QiXH49iwqpMBb7eh0yKopB~bdSsiHca5fpSyFXQigukKf~cJUXTeTN5Va0rL4DZXvJjWPNH64vKTkK1dGjKd~0ac4FXRGNQefXSOhGASRCd3yPbLobm7aPyYW4FAguTBoDxIcyLvpbhx2GvbiMSgnpunMg__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Update necessary fields:
    - **SIG** : Will automatically fill with SIG on previously sent prescription. Adjustments can be made, if needed
    - **Click here to change medication or RX** : This will expand to the command to update additional fields. Previously prescribed information will populate, but they can be updated as needed. The medication can also be changed in this view as well.
  - Complete the command by clicking **Review** and selecting the necessary action
    - **Sign & Send**: Prescription will be sent to the selected pharmacy
      - This will be the default if a pharmacy is added to the command
    - **Sign** : Will commit the command but will not send the order to the pharmacy
      - This will be the default if a pharmacy is not listed in the command
      - Available in the dropdown when **Sign & Send **is the default
    - **Print** : Print a copy of the prescription
If **Sign** or **Print** are used to commit the command, the prescription can still be sent from the triple dot menu. Once the command is sent, it cannot be resent — a new command will need to be created.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F111bd1d2-4814-4dcc-bd76-70fe3fb66c61-1753258511241-image.png-97fe47c2-b1ae-40d4-99ed-ec39853d8c83?Expires=253370764800&Signature=t5sGeOwsgPrShVfe1WoXk~4tLOlCrp~iu1t5UttiSS0ggUt5cqsqqbDyHYvrotWaU5uxVr71HFC6hqH6NNp2FuAKCP32JF5uOqTPXHGGBTO~DddjNTYlrg3WKMg5dmcTSuD7ysWbJhG8C8XEYyIizUwhm4J~ptH5-99qBly~kHQujAIRSpelClb~Mhw5sOSCWnbC6gcrWOb5oArQrDf6Swzvx-pIVepwd4emkdkmzl54ghyG2PjKOlg5TbJ0viGddTKTH1ZAjKhwOr1INOiF4fLsxdCX6SsFDD87FgYC9r97hl5qKW8rq7pZwKnJQkYyfR78295KRurVF7v81JxObw__&Key-Pair-Id=K3NV4LZ47N8M46)
    - **Make Changes** : Correct any errors in the prescription before sending
**Important:** When you click **Sign & Send** for controlled substances, the prescription status immediately changes to **Pending** and opens the DrFirst signing window. If you exit DrFirst without completing the signing process, the prescription remains **Pending** but cannot be resent – you must create a new **Adjust Prescription** command.
# Stop Medication | Discontinuing a Medication
Documenting the completion or cessation of historical medications is an important part of high quality charting.
  - Add the **Stop Medication** command to a note and select the medication or hover over the medication in the patient summary **Medications** list and click **Stop**.
  - Provide a **Rationale** or reason for stopping medication
  - Click **RECORD** to finalize and the medication will be removed from the patient summary
# Compound Medications
Creating a new compound medication in Canvas Medical involves defining its composition, dosage, and usage parameters in the settings. This process ensures that compound medications are accurately represented and managed for both clinical and pharmacy workflows. This guide walks you through the steps to create and configure compound medications in the system.
## Adding a Compound Medication
  - Navigate to **Settings** and select **Practice: Compound Medications**.
  - On the setup page, click **ADD COMPOUND MEDICATION +** to create a new compound.
  - Fill in the required fields to define the compound medication:
    - **Formulation** : Specifies the ingredients, concentration, and form. This formulation is what will display in the command and be sent to the pharmacy.
      - Ketoprofen 15%, Baclofen 5%, Orphenadrine 5%
      - Magic Mouthwash (1 part viscous lidocaine 2%, 1 part Maalox, 1 part diphenhydramine 12.5mg per 5mL elixir)
    - **Potency Unit Code** : Defines the measurement unit (mg, mcg) to ensure precise dosing.
Units without a specific measurement cannot be selected. Ex: `vial` is not a supported unit because it does not contain a specific measurement. Instead, a measurable unit like "mL" should be selected to reflect expected volume or dosage accurately.
    - **Controlled Substances** : Select the appropriate schedule for controlled substances, classified from Schedule I (high potential for abuse) to Schedule V (lowest potential for abuse).
    - **Controlled Substance NDC** : When using a controlled substance in a compound med, the NDC of the medication with the highest schedule should be used.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730996973555-1730157472940-Screenshot2024-10-28at7.17.42PM.png-c479f0fc-9d94-45e2-8d83-9920925195ac?Expires=253370764800&Signature=aqagHtZyt-PkVVhwx~aB0Efdjb6dpJuauIKrbnt7VcEY3GBCCFOsWgRBKJbrKyCJWIRo38THm2rfiYqo6uXtrmgTA1P8YSD3wdQCLwGq6JOQHQw0iaX6TDmEKaRAKyKOdGOa5vS~3f-Kppk8Dgc-VzEn8En0ImVOEE8jRxxGOueaJOVViqcrqzvfqtpgLiMZGrZvoQNwRzxno0fc0dzHuLRrTrQ3uF58seld-uDPssI02c6X8sP-CJlvvF6aI803m38TW5BdjsHpR6KgYzd5UxSkY~KW~NhhOJ4UhDUCUyQlXIWTzgxoI07Af5bXwCrd~FAeYDXA71xVi~qJs7nzBA__&Key-Pair-Id=K3NV4LZ47N8M46)
## Prescribing a Compound Medication
Compound medications are prescribed the same as standard medications through the `Prescribe` command. However since this is a compound medication, there will not be any interaction checks due to the custom nature of the ingredients. There will be a prompt under the medication stating `Interaction checks cannot be performed for free-text compound medications`.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1747950606859-image.png?Expires=253370764800&Signature=d2-FZrw4ThafqhVIKLoKfBzSoYTS7q73BxGCJWqG81s8ln3JKeTigyR3sO3YqrM-kd4uasxOZWyshonqCZwDatxyDhcWYK2lrbY2k6k9PFldITFr3C0Vu-VYI9Yr5ykw0d6QunorlEshte52yM0x~k91fMS6AfVExI~TZQAt1KSrXddikr-~dGqAK7MfkkBjxMa4taIawx-Yh6bJUYaZWlBHmmm0iKZ-CjcqQx5qrxEMN4aLblyvb~5cfQ9PeNf95LFlvBLcfCHsNciriMSZu3YB1Am3sh9O69tlb2gm78NWXQQPDr-3EDzB1SjkYbaxjSNXpoznRRYpVrK3pMXkEQ__&Key-Pair-Id=K3NV4LZ47N8M46)
## Refilling a Compound Medication
Refills for compound medications are completed the same as standard refills. Compound medication refills will also include the `Interaction checks cannot be performed for free-text compound medications` beneath the selected medication.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1747950651431-image.png?Expires=253370764800&Signature=BpTb5o5uafyGQ56L1IsMCtAONjVj2j3uJ7nJsfPYTMEbuLZ5VomPZELd791QLdbQsvOWAvH12h2fpxAwW6xkSZKr5vLXCG8lcNqZs0VASCWLgzpBzuUt43ezlEFXvvoBkSVgVA8ARdlIBsOfiXTIl4amWBbEOMZpItRNz4jYnvqE7O77V61Hb-xSYOfvnrc3uV6ZtfK6TgWCtpee01VdlFK4VcI4Tb8j9AV3G2K0DeeDQV--BsRqVuIi-L~Y-~4pNpLfy-bGscEOSuEe1Kb7iPfPBmGSHDC~TPcDGEVdJbq6NHSmSK12jyyWXtcfhtAVta~j1umzkKjsAMt4SD9mXA__&Key-Pair-Id=K3NV4LZ47N8M46)
## Updating a Compound Medication
Adjustments to a compound medication are also managed in the `Practice: Compound Medications` settings. To update a medication, mark the existing compound as inactive and create a new entry with the necessary changes.
# Prescription Statuses
Once a medication is sent a badge of the prescription status will display next to the command's triple dot menu.
### ERx | Non-controlled Substances
🟢 **Accepted**|  The prescription has been sent and accepted by the pharmacy  
---|---  
🟠 **Pending**|  The prescription is currently being transmitted to the pharmacy and is expected to be accepted. This status typically updates to **Accepted** almost immediately, but in some cases, it may take several hours.  
🔴 **Error**|  Transmission encountered an error or was rejected by Surescripts or the pharmacy. Hover over the error badge on the Prescribe command for detailed information about the issue.  
### EPCS | Controlled Substances
🟠 **Pending**|  The prescription is transmitting from Canvas to DrFirst, which opens the DrFirst window.  
---|---  
🟠 **Received**|  The prescription was received by DrFirst. The DrFirst window opened displaying the medication order, but it has not yet been signed by the provider.If an error occurs in the DrFirst window, this badge will remain visible in Canvas. The badge will not update to Error. A new order must be placed after resolving the issue causing the error.  
🟠 **Transmitted**|  The provider signed the order in the DrFirst window, and the prescription has been transmitted to the pharmacy.  
🟢 **Delivered**|  Final confirmation that the prescription was accepted by the pharmacy.  
🔴 **Error**|  The transmission resulted in an error or was rejected by Surescripts or the pharmacy. Hover over the error badge on the Prescribe command for detailed information about the error.  
🔴 **Canceled**|  The prescriber exited the signing window without signing the prescription.  
If a prescription needs to be reissued, create a new command. For resend guidance and common error scenarios, see [Troubleshooting Prescription Errors in Canvas Medical](https://help.canvasmedical.com/articles/4d959e82-a9e3-488b-a61d-ced8d4504981-troubleshooting-prescription-errors).
# References
Due to the ever evolving nature of our product, recorded videos may be slightly out of date.
[**Medication Statement**](https://www.loom.com/share/e236bb5166be4dd3ab2c2dc34262e418?sid=a4132ca3-403e-42da-b24c-51f8e183c831)
[**Prescribe | Non-Controlled**](https://www.loom.com/share/c8a938eb778d459a863fc3979b0a56c3?sid=c8261040-fa3e-458c-9c75-67a75dc53b45)
[**Prescribe EPCS | Controlled Substances**](https://www.loom.com/share/0794a7852d11426ba3fd0c62b5aa351b?sid=2ea0aab2-dd57-4c18-a08e-dbfb70cc41a5)
[**Refill**](https://www.loom.com/share/96fff40024c24e7cbdb1479eac741dd7?sid=d9b0d7dd-f101-497e-8391-3b49fa913d8d)
[**Adjust Prescription**](https://www.loom.com/share/d3c7d1833a7b46e3ac80c6ba95e7f719?sid=87026d30-808a-4c8f-82cf-8da7fd9aa73d)
[**Stop Medication**](https://www.loom.com/share/03b6bfd1644545d0b422ffb03518d64a?sid=1abb4b43-10a2-483c-ba0e-da73ed58f8b4)
----- END PAGE https://help.canvasmedical.com/articles/5128727084-managing-medication-commands


----- BEGIN PAGE https://help.canvasmedical.com/articles/5155757572-navigator-and-mcp
Navigator is Canvas Medical's customer-facing AI assistant. It helps your team find Canvas documentation, answer implementation questions, troubleshoot your deployed plugins, and draft validated SQL from the tools where you already work.
Navigator is scoped to your organization. It is designed to answer questions using Canvas documentation, Canvas product information, and your organization's own configured Canvas context.
## **How to use Navigator**
You can use Navigator in two ways:
  - **In Slack:** Ask Navigator a question in your organization's Navigator Slack channel.
  - **From a coding agent:** Connect Navigator to tools such as Claude Code using MCP.
Both entry points use the same Navigator knowledge and customer-specific scope. The difference is where you ask the question.
## **What you can ask Navigator**
Navigator is best for Canvas implementation, configuration, and development questions, including:
  - Finding the right Canvas SDK or FHIR API documentation.
  - Understanding how to build or update a plugin.
  - Troubleshooting why one of your deployed plugins is not behaving as expected.
  - Finding relevant Canvas Help Center articles or product updates.
  - Drafting SQL for reporting or investigation workflows.
  - Checking whether a SQL query is valid before you use it elsewhere.
  - Learning what changed in recent Canvas product updates.
## **Using Navigator in Slack**
To ask Navigator a question in Slack, post your question in your organization's Navigator channel. You can mention Navigator directly or continue an existing thread.
Navigator reads the thread context, searches the sources available to your organization, and replies in the same thread.
If you do not currently have a shared Slack channel with the Canvas team and would like to use Navigator, please contact our team to get set up.
### **Example questions**
  - How do I build a plugin that listens for a new appointment?
  - What FHIR resource should I use for medication data?
  - How do I create a new staff member?
  - Can you write a SQL query for patients with active prescriptions?
  - What shipped in Canvas recently?
## **Using Navigator from a coding agent with MCP**
Navigator can also be connected to a coding agent using the Model Context Protocol (MCP). This lets you ask Navigator questions from your development workflow while you are working in tools such as Claude Code.
When connected through MCP, Navigator can receive relevant development context from your coding agent and return Canvas-specific answers in that same workflow.
### **Before you begin**
  - Your organization must have Navigator enabled.
  - MCP access must be enabled for your Navigator deployment.
  - You need an individual Navigator MCP API key.
If you are not sure whether MCP is enabled for your organization, contact your Canvas representative.
## **What Navigator can access**
Navigator uses customer-safe Canvas sources, including:
  - Canvas SDK documentation.
  - Canvas FHIR API documentation.
  - Canvas Help Center articles.
  - Canvas product updates and release notes.
  - Your organization's deployed plugins, when available to Navigator.
  - Canvas reference plugin examples.
  - SQL validation tools that check query structure without executing the query.
## **What Navigator does not do**
Navigator is intentionally limited. It does not:
  - Have access to PHI
  - Make broad changes to your Canvas instance.
  - Create or modify plugins for you.
  - Execute SQL queries.
  - Access other customers' information.
  - Replace Canvas Support for urgent production issues.
## **Privacy and security**
Navigator is scoped to your organization. It is designed so your data and plugin context remain isolated to your deployment.
Navigator's SQL validation checks whether a query is valid, but it does not run the query or return database results.
## **FAQ**
**Q: Is Navigator the same in Slack and MCP?**  
**A:** Yes. Slack and MCP are two entry points to the same Navigator assistant. MCP is designed for developer workflows inside a coding agent.
**Q: Can Navigator write code for me?**  
**A:** Navigator can explain Canvas concepts, point to relevant examples, and help troubleshoot or draft implementation ideas. It does not directly modify your plugin code or deploy changes.
**Q: Can Navigator run SQL?**  
**A:** No. Navigator can help draft SQL and validate that a query is structurally valid, but it does not execute the query.
**Q: How do I get MCP access?**  
**A:** Ask Navigator in Slack to create an MCP API key. If MCP is not enabled for your organization, contact your Canvas representative.
**Q: What should I do if Navigator cannot answer my question?**  
**A:** Contact Canvas Support or your Canvas representative with the question and any relevant context.
## **Keywords**
Keywords: Navigator, MCP, Model Context Protocol, Claude Code, Cursor, Canvas SDK, FHIR API, plugins, SQL validation, developer assistant
----- END PAGE https://help.canvasmedical.com/articles/5155757572-navigator-and-mcp


----- BEGIN PAGE https://help.canvasmedical.com/articles/5357437743-training-basics
# Welcome to Canvas! 
We are excited to start your journey through training and orientation.
To begin, let's start with Canvas Basics which consists of a series of 5 videos with attached practice activities and confidence surveys. 
The Canvas Basics course orients each Canvas user to the features that lay the foundation for further learning.
When complete, users can expect to have a foundational understanding of the following areas
  - Canvas Navigation 
  - Using the menu to find Canvas modules
  - Registration and Charting
  - Tasking
  - Canvas Chat
Each video has an attached practice activity which walks you through the review functionality and surveys that will capture your confidence of the feature. Once the activity has been completed, you will receive an email with supplemental knowledge center articles.
[Canvas Basics: Navigation](https://www.loom.com/share/a4e157047ec84cda81bd8ce0496ad7f9?sharedAppSource=team_library)
[Canvas Basics: Triple Line Menu](https://www.loom.com/share/d12aabd4832d42a1908e88e5cdd50e9d?sharedAppSource=team_library)
[Canvas Basics: Registration and Charting](https://www.loom.com/share/815b7141ccbb4ff6b5f3854cc758a7ed?sharedAppSource=team_library)
[Canvas Basics: Tasks](https://www.loom.com/share/361ee7e3bf7d4a7b867299802589a2f0?sharedAppSource=team_library)
[Canvas Basics: Canvas Chat](https://www.loom.com/share/42c757abeb2343ef9bcf75dd098d7299?sharedAppSource=team_library)
----- END PAGE https://help.canvasmedical.com/articles/5357437743-training-basics


----- BEGIN PAGE https://help.canvasmedical.com/articles/5456716623-understanding-coding-gaps
## Introduction
Coding gaps are potential opportunities to enhance the accuracy of a patient's diagnosis coding, especially for risk adjustment programs like Hierarchical Condition Categories (HCC). This article explains how coding gaps work in Canvas Medical and how to create, validate, defer, and assess them to improve documentation accuracy and support billing compliance.
## User's Guide
### What Are Coding Gaps?
Coding gaps occur when a diagnosis or condition relevant to risk adjustment is missing or not properly documented in the patient's record. By identifying and addressing these gaps, practices can:
  - Improve documentation accuracy
  - Support proper risk adjustment coding
  - Ensure billing compliance
  - Enhance clinical records for better patient care
### Creating a Coding Gap
Document potential coding gaps by suggesting diagnoses that may be missing from the patient's record.
**To create a coding gap:**
  1. Add the Create Coding Gap command to a note
  2. Complete the following fields:
     - **Create Coding Gap** : Diagnosis being evaluated for coding gap (you can add multiple ICD-10 codes to a single coding gap)
     - **Status** : Select the current status
       - **Created** : Coding gap suggested but requires further validation for relevancy (a protocol card will be created indicating review is needed)
       - **Create and Validate** : Suggested coding gap is relevant and can bypass validation
     - **Date** : Accept default (day command was created) or modify as needed
     - **Notes** : Any additional details pertaining to the coding gap
  3. Click **Record** to create the coding gap
**Understanding Multiple Diagnoses in Coding Gaps:**
The Create Coding Gap command supports adding multiple ICD-10 codes to represent a detected issue. This one-to-many relationship allows each ICD-10 code to serve as evidence for the coding gap. Common use cases include:
  - **Buddy codes** : Related diagnoses that are often documented together for comprehensive risk adjustment
  - **Related conditions** : Multiple ICD-10 codes that collectively represent a single clinical issue
When the coding gap is assessed, each ICD-10 code diagnosed represents a distinct condition that will be added to the patient's record.
### Validating Coding Gaps
Confirm suggested coding gaps as clinically relevant and document their validity.
**To validate a coding gap:**
Choose one of these methods:
  - Click **Validate** in the protocol card under the patient panel protocol view
  - Manually add the Validate Coding Gap command to a note
**Complete the following fields:**
  1. **Validate Coding Gap** : Name of condition being validated
  2. **Status** : Indicate the validity of the diagnosis (Valid or Invalid)
  3. **Date** : Accept default (day command was created) or modify as needed
  4. **Note** : Review carried-forward notes from Create Coding Gap command and modify if necessary
  5. Click **Record** to update the coding gap
If the coding gap is recorded as Valid, the diagnosis appears in the patient summary under the Coding Gaps section.
### Reviewing Validated Coding Gaps
Access comprehensive information about validated coding gaps directly from the patient summary.
**To review a validated coding gap:**
  1. Navigate to the Patient Summary
  2. Click the condition listed under Coding Gaps
**The modal displays:**
  - **Heading** : Coding gap ICD-10 description and code
  - **Validated** : Date the command was committed and who performed it
  - **Note** : Information from the Validated Coding Gap command, if applicable
  - **Reference** : Any linked resources added to the command
### Deferring Coding Gaps
Temporarily postpone action on coding gaps when additional information or follow-up is needed.
**To defer a coding gap:**
Choose one of these methods:
  - Click **Defer** from the Patient Summary
  - Add the Defer Coding Gap command to a note
  - Click **Record** to save
Deferred coding gaps redisplay on the Patient Summary or in the Assess Coding Gap command after 5 days, allowing for reassessment or additional deferral.
### Assessing Coding Gaps
Review coding gaps and either accept or refute them.
**To assess a coding gap:**
Choose one of these methods:
  - Click **Assess** from the Patient Summary
  - Add the Assess Coding Gap command to a note
**Complete the following fields:**
  1. **Assess Coding Gap** : Name of condition being assessed
  2. **Status** : Select acceptance status for the condition
     - **Accept and Diagnose** : Diagnosis applies to the patient and will become an active condition
     - **Refute** : Diagnosis does not apply to the patient and is denied
  3. **Note** : Review carried-forward note from Validate Coding Gap command
  4. **Diagnose** : Official diagnosis of the assessed condition
  5. **Background** : Review carried-forward background from Validate Coding Gap command and modify if necessary
  6. **Today's Assessment** : Document assessment made at the current visit
  7. Click **Record** to add the diagnosis to the patient record
**What happens after assessment:**
  - If accepted, the diagnosis drops to the conditions list in the patient summary as an active condition
  - If refuted, document the reason it is not valid in the Note field and commit the command to remove the coding gap
## Configuration & Set Up
To use the Coding Gaps feature, [contact Canvas Support](https://portal.usepylon.com/canvas-medical/forms/standard) to enable this functionality for your practice.
## FAQ & Troubleshooting
**Q: Do I need to validate every coding gap I create?**
A: No. If you select "Create and Validate" when creating the coding gap, it bypasses the validation step. Use "Created" status when the coding gap requires further review.
**Q: What happens to deferred coding gaps?**
A: Deferred coding gaps reappear on the Patient Summary or in the Assess Coding Gap command after 5 days, giving you another opportunity to assess or defer them again.
**Q: Can I refute a coding gap without adding it to the patient's conditions?**
A: Yes. When assessing a coding gap, select "Refute" as the status, document the reason in the Note field, and commit the command. This removes the coding gap from the patient's record.
**Q: Why can I add multiple diagnoses to a single coding gap?**
A: The Create Coding Gap command supports multiple ICD-10 codes to represent a detected issue. Each code serves as evidence for the coding gap, supporting a one-to-many relationship. Common use cases include buddy codes (related diagnoses often documented together) and related conditions that collectively represent a single clinical issue. When you assess the coding gap, each ICD-10 code becomes a distinct condition in the patient's record.
## Related Resources
  - [Documenting New Diagnoses](/articles/9221634314)
  - [Assessing and Updating Conditions](/articles/7989321964)
**Keywords:** coding gaps, HCC, risk adjustment, diagnosis coding, validate coding gap, defer coding gap, assess coding gap, billing compliance, documentation accuracy
**Categories:** Clinical Documentation, Condition Management, Risk Adjustment
----- END PAGE https://help.canvasmedical.com/articles/5456716623-understanding-coding-gaps


----- BEGIN PAGE https://help.canvasmedical.com/articles/5488834057-
## Introduction
Patient communication verification text and emails include a Privacy & Security link that can be customized per customers in `Constance > Config`.
## Key Objectives
  - You will learn how to set a custom Privacy Link.
  - You will learn how to reset the Privacy Link to default.
  - You will learn how to test the Privacy Link.
## Video 
## Step By Step
### Set Custom Privacy Link
  - Locate and copy the custom/external privacy link that will be replacing the default link
    - Default link: <https://d1vg1ywn5y4mgm.cloudfront.net/patient-app-privacy>
  - Begin in the Schedule View
  - Open settings using the triple line menu
  - Locate and open `Config` under the `Constance` section
  - Scroll down to locate the **PATIENT_PRIVACY_LINK** section
  - Paste the custom/external privacy link in the Value field text box
  - Select **Save**
  - Ensure you see the `Live settings updated successfully` at the top of the page
### Reset Privacy Link to Default
  - Begin in the Schedule View
  - Open settings using the triple line menu
  - Locate and open `Config` under the `Constance` section
  - Scroll down to locate the **PATIENT_PRIVACY_LINK** section
  - Select the `Reset to default` hyperlink located below the Value text box field
  - Ensure the Default Link displayed under default column is appears in the Value text field
  - Select **Save**
  - Ensure you see the `Live settings updated successfully` at the top of the page
### Test Custom Privacy Link
  - Create a test patient 
  - Add a phone number during creation
or
  - Add an email in the registration view after creation
    - If in staging or dev environment ensure the phone number or email is listed in organization settings allow list 
  - Ensure you receive a text message or email that contains a link request you verify your point of contact
  - Click on the link to open up the Privacy Disclaimer in a browser window
  - Ensure the privacy policy link navigates you to the custom URL
**TIP:**_If you use an already created test patient you may need to delete any previous contact points to add the one you wish to test._
----- END PAGE https://help.canvasmedical.com/articles/5488834057-


----- BEGIN PAGE https://help.canvasmedical.com/articles/5514693639-resetting-your-epcs-passphrase
Forgot your DrFirst passphrase or need to change it? You can reset or update your passphrase anytime through the EPCS Gold Prescriber Dashboard.
### What you'll learn
  - How to reset a forgotten passphrase
  - How to change your existing passphrase
  - Passphrase requirements
## Passphrase Requirements
Your passphrase must be 8-20 characters with at least 1 uppercase letter and 1 number. Don't use special characters, and don't use more than 2 of the same letter or number in a row.
## Resetting a Forgotten Passphrase
  1. Go to the [EPCS Gold Prescriber Dashboard](https://ui.epcsdrfirst.com/pob/login)
  2. Click **Forgot Passphrase**
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F89ddab27-0f89-46fa-98d6-dccc3706a4f3-1771312846059-image.png-f1171a88-15f0-4d6c-ba7e-1db486f70088?Expires=253370764800&Signature=V1NJdXuJiwNf7dLVgA3jCVmM7t6e~88aXpKBuGw9~P8luMWNr-qRLKrk9Br-KhJRR3hHEotLOPjhnsY0H3Cu-HpvdXl4vnl3tEDS6E9AQYKI9FwWzlY7CS0ooDd1A75LiSP--~GmBECJF3xZ~JJ4Dmadz3hYJ4-8VTXKjoVQMBvxNm-Cwo3TgJRBjVHhoTF5Pn3E2DPkOvQRNlcPHLu8ZBTE9aAi7HEdj5~~gI-vDuebV2xtSjT-2qR1bmcuXJx5~BGCNlluTA9pTqiKPy19JxWz5zU-36XmnvOG579AGV56DYvOln7kHsA-oy~k9BaphyFuB71vkRhXNFRPl3Iz9w__&Key-Pair-Id=K3NV4LZ47N8M46)
  3. Enter your NPI number and your token's Credential ID — format is SYMC########### with no spaces
  4. Click **Next Step**
  5. Complete the fields to validate your identity
     - **Select Token** : Authenticator associated to your account
     - **EPCS Registered Email** : Email you used during your identity proofing
     - **OTP** : One-time pin from your selected token
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2Fabd182d6-3c28-4eb1-bde6-246705d8bf79-1771307647524-image.png-7d4653a0-4c51-4cb6-826f-87edaa88adb4?Expires=253370764800&Signature=IGtH7VT03WetQh88I3U5fPIuJuhbm3lAkXeAGrYGjmcWR7coSawtRWpO4LQe-U2njlpi~bTdbCV402Li7f02Y4iLxXXHmotQzjaknKl6hWIc8XjdL2dBc4zpsuxUkobn9B50Jkyyro~4RadnIFHYqdB712SlSe9s6~YerCKLMxthFk2i9GAHL~yXqvC9r~b8uRZzxeQOSCPAN5~3kDYslR6aTQJJMmN0XKL8Ker9eOIT3D3G80pZLewE1UOqEeBNurHg~Qu~AsI3P2i8qGNxZIL2pRjBkLGK0mJo-slG9WqNzgW4Wz3arc~KFyGEhEMEdbnJKHQB5ea-H4KhzmCG3g__&Key-Pair-Id=K3NV4LZ47N8M46)
  6. Check your email for a message with the subject **Prescriber reset passphrase notification**
  7. Click the **Reset Passphrase Link** in that email
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F5eff5010-5da8-4449-aea3-8fd360dead69-1771307776056-image.png-950dc60a-68e9-40b1-9ae0-0bd54263d817?Expires=253370764800&Signature=Nf0WB4F7cMfhh-vfs47ULe41hicnvDQKZLuGbPtcQ8GpINENl82~buidG7Az2qHGoMU7dEstNJaxzushNInZt8C1UArauG4467UsiFfVD2y3V~41phsH~uCuaUvCe7FAB~estWkqfAVVSEhlHBSU0jp6sW99xr6eKAK0SEDhWuzAcdUyWz5fXaOPM3EzMhwMk3JOnplf6NCkgCZoWWFNTuB~WanmUjgV0WPpudrReCeBgBAvJ9MV0iKRJJo~bRDO6zV9UBPWLxhfDyY-JSfZLYIqMZZBQ1MLkqhfYh4s7TDxZHCoqupf2TmehmWz6AbxmlBKAFeK~8frDWpkETvAUQ__&Key-Pair-Id=K3NV4LZ47N8M46)
  8. Re-enter your NPI number and token Credential ID
  9. Click **Continue**
  10. Select your token and enter a fresh OTP
  11. Click **Continue** before the pin expires
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F79db50da-7b0e-432e-809b-882fe981e4ba-1771308130931-image.png-29f9c64a-ead5-4cee-afa0-b9ec5deb82b9?Expires=253370764800&Signature=hzbP1ldvZRnfZKFS6rHu2rmotMRdqmAR054U2WIbASwDhaweZHNTT7J-EQg2jgV~mLZxC~JH9X2aF3E04Zh6dyReP5K0K6vD4ujQW7eOY4-HRZ9EbKGR0grI2wxW-nKHQxI7GG3T1XEsefD5n6wzTqmPIgBKFuHfaedDTJCeS7G40FBU2yLQx5RTdz~nceP~M62jrdEhkjKRhlqAxBHAVM8ajaZjB412ljMXhN2wygoYaI~AnSFpJx1zd6HQAHh4yZgl3sMWgfnHYrwZTytREI3JbS3zvKlRDFAPEYk7snGaiWoTHeuhUN6UIne5CQ4O1R~0jQqW2~5oE9bitHo92A__&Key-Pair-Id=K3NV4LZ47N8M46)
  12. Enter your security answer — this is case sensitive
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F37f1861d-333d-4e96-a5a0-e3066cd97d92-1771308561208-image.png-5f16f2bb-a36b-4336-b3fb-c9662e09b64a?Expires=253370764800&Signature=jj9oI53VeEosPnfL32rz~xpFYi4yD7unzvIYEN7dow97~2YyJHi~TdGMEfogRkw47t8FOcWe3oQKav-mS3o5laNuv8o92JvyGy9nJZFfUCw-AzHK3Ad821yKnWmbyX8PA3DYQZn9dIA7BHipUKS5dxcil~i1x4sx2Xxc1c0NdV6FUOyngMTsaw6dEuASGXwT6sqWEisNvsAJzMwPUy1pqo28glY3J~WOcehlbV-QkrODKdegYJnV7jirH8JS7bXkFyU0KVZM4dr1CKnlawvkk-8dCOClnPUI5ni9nLE~bc1~2ME8BCeJ3JqWZEX4vrvozLLpocJPG9EUuMTp-j8Rvw__&Key-Pair-Id=K3NV4LZ47N8M46)
  13. Create and confirm your new passphrase
  14. Click **Continue**
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2Fb66ef154-e8bf-4034-b38e-518be3f86856-1771308819967-image.png-e585d63f-126c-4398-8757-84b992648a76?Expires=253370764800&Signature=lZMUm0e91BJuwOSndUPfx0CpQ3qV1l63f1RtqW8q88VQuLcwJsCG2kZ8SeWSWp0dLaBT-dy~qOZ0jSNMvAQy1QSuDfZEyNkX5rpVjCoi7YMqTOrpA7Hb8CZAzH0G~hl0776dh-2SaGS7Uz9IqdVQCKkl~etXHQDpnMmQkoGzXqbisWEpy8yn49Z5z-10y8yB5I1FD~jrveVbvOCQGLha091OPBBV97lT-MwMlxbVqJRSTHHjZj3lp7mg70oZ1ngAF21zeIsfzuR6NPJP2Sr7U4HS8g2mqLXPt2QyRDFu7jCuQGgo2DVbfnyHKbqOur-B8Aj~CUq1CY0cfW3mNXefEA__&Key-Pair-Id=K3NV4LZ47N8M46)
> **Don't remember your security answer?** Contact [DrFirst Support](https://help.drfirst.com/hc/en-us/sections/17539927218579-Support-Experience) for help.
## Changing Your Existing Passphrase
If you know your current passphrase and want to change it
  1. Go to the EPCS Gold Prescriber Dashboard
  2. Log in with your NPI and current passphrase
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F92719a1f-a6ba-4a1d-bfee-7f2c1dc955ab-1771312872929-image.png-9ee7b221-48d3-4fc3-8046-c0c1e23f8f23?Expires=253370764800&Signature=qmFowubHTLIYCZXEu2CB8pe4zRIUPsuJG1bdaXK07TMIHcqqIDjZOLFGDz2IcSOm9JOVTKoMyyUTQp1yOd1wEH51~X0GnaAjazpMwt7nnrUiDHm2sndEP0elWsKBxiwbd6loXeUHO9fBECRMWE11q8SG0n8ukv781e-fL5~AhTc4bZ7RZaqaS50Jk3WssOUfsUaWrAedwXc~jWvFoj-qW0GKtSdBis9GTJghqqKSZ~l19GdkJHQz4ZclQxrfYYPjT3mTGoUE5oTh8KFUQVXd0KSJmUlALvkNIJdP2gUGT0q-ieTqE04b-jTQBXY9GVw29OQwccBq~zdu2NoD8PcPhQ__&Key-Pair-Id=K3NV4LZ47N8M46)
  3. Select your token and enter the one-time pin
  4. Go to the **Profile** tab
  5. Select **Change EPCS Passphrase**
  6. Select your token and enter a one-time pin
  7. Click **Submit**
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F65e5af86-a0fc-4a16-88c6-7d6671ca32fd-1771309087131-image.png-014a8827-e56c-4a2e-9178-fa7fb0848f3e?Expires=253370764800&Signature=hvV1gptTV~UGxwb7~9AXcRiv6Ot5InGjlmgT37a34JWGFZfFlvYkz4JcqxiVdfb3ci4jVVF2rrPSSTETlBhuigG1GzTKuxI2gTNKTwtNvfpYSid6RtGte42QpJAAFG7A2FB5sB8bz7glIWRnPt9F2NPmC5VGhufCkBJmpMCwagVAWuqQl3Nv7m9-iIvF77QWq7bYGr6v7X8emGAnQH9Jwj06tHzjj~0O5JB79lVaHGKDfSBlbJFqoQ1Mj7H~oepZyWgScN7J5OPBfMwiJe7~FnMCjMrKKYzEWwY~9UqzftMnQyKq7hISY~4VZrOfP0hRpgirfnGwGDc-eDFuQuk1ig__&Key-Pair-Id=K3NV4LZ47N8M46)
  8. Enter your current passphrase
  9. Create and confirm your new passphrase
  10. Click **Continue**
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2Ff4f7d431-d664-4196-b5e4-bbb343aacab6-1771309143874-image.png-b612422d-e6f6-40cb-95d3-bbb5dfb5d6d2?Expires=253370764800&Signature=QUQuCjp4ipvsIzvK0FPqdiuvCmUv8Y0UkC9u3Fg9VO7Oa60aroZ3LMEvCtSocHhkv9hWvJg4gqWr2tJQUbBIZfYovkclopFv32M2h4C~M3WLxTvJejLVNsbsiJA6iONM95M2a8me3351hHCTPMkP0kS8bQNttTffOhNRzSXDzpYFXyFKGBbzliwDboY3TIxObwLoD0S8Xz3IKoWnZXH5ucl0d2-52D4SpVJpImDdelxqkamQWmaSVeb8psknUhVW96dDaG9sWrGBtl2kaOoCLGIpieBW3A5QesqhibEDKJZnftG9JV35UGuClUKWB20wb9UWmNrH7akEHt5I2OP6hw__&Key-Pair-Id=K3NV4LZ47N8M46)
## Next Steps
Once you've reset or changed your passphrase, you can continue prescribing controlled substances. Store your new passphrase somewhere safe like a password manager—there's no recovery option if you forget it.
## Frequently Asked Questions
**Q: What if I get locked out while trying to reset?**
A: Three failed attempts trigger a 15-minute lockout for security. Wait for the lockout to expire before trying again.
**Q: Can I use the same passphrase I had before?**
A: It's best to create a new one for security purposes.
**Q: What if the reset process fails?**
A: If you can't verify enough information for DrFirst to confirm your identity, you may need to complete identity proofing again. Contact [DrFirst Support](https://help.drfirst.com/hc/en-us/sections/17539927218579-Support-Experience) for next steps.
## Related Articles
  - [Troubleshooting EPCS Authentication Errors](https://help.canvasmedical.com/articles/5551249431-troubleshooting-epcs-authentication-errors)
  - [Setting Up VIP Access on a New Phone](https://help.canvasmedical.com/articles/4577696191-setting-up-vip-access-on-a-new-phone)
  - [Electronic Prescribing of Controlled Substances (EPCS) Enrollment](https://help.canvasmedical.com/articles/8630998726-electronic-prescribing-of-controlled-substances-epcs-enrollment)
* * *
**Keywords:** EPCS passphrase, reset passphrase, forgot passphrase, change passphrase, EPCS Gold
**Categories:** EPCS, DrFirst, Troubleshooting
**Roles:** Providers
----- END PAGE https://help.canvasmedical.com/articles/5514693639-resetting-your-epcs-passphrase


----- BEGIN PAGE https://help.canvasmedical.com/articles/5542576212-canvas-support-resources
Canvas Support offers users a variety of ways to get help, troubleshoot issues, and learn how to use the Canvas platform effectively. Whether through in-app tools, the Help Center, or direct contact with our support team, we aim to provide clear and responsive assistance.
Our dedicated support team is here to assist you **Monday through Friday, 8am–8pm ET**. We're committed to addressing most inquiries within one business day, ensuring you get the help you need as quickly as possible.
# User's Guide
## Submitting a Support Ticket
There are a few ways to submit a support ticket:
  - **Support Portal** : Log in to your [support portal](https://portal.usepylon.com/canvas-medical) to submit a new request, track past tickets, or respond to open issues.
  - **Email** : Send an email to [support@canvasmedical.com](mailto:support@canvasmedical.com). You will receive an email notification when the ticket is updated and can log into your [support portal](https://portal.usepylon.com/canvas-medical) to continue the conversation.
    - If multiple staff members are cc'd to a support email, they will not be able to view the ticket unless they are a [Pylon account admin](https://help.canvasmedical.com/articles/5542576212-canvas-support-resources#designate-admin-users-22) for your organization.
  - **Ticket Forms** : Use the appropriate ticket form to create tickets outside of Canvas.
    - [**After Hours Critical Incident**](https://portal.usepylon.com/canvas-medical/forms/after-hours-critical-incident): Support is available 8AM - 8PM EST. If it's outside of this window and is an **urgent matter** use this ticket.
    - [**Developer SDK Support**](https://portal.usepylon.com/canvas-medical/forms/sdk)**** or****[**Developer API Support**](https://portal.usepylon.com/canvas-medical/forms/api): For assistance with developer tools, posting to the [Discussions board](https://github.com/canvas-medical/canvas-plugins/discussions) managed by the Canvas engineering team is the most effective resource. If you feel more comfortable submitting a ticket to our support team, we're always happy to help triage.
    - [**New Provider Enrollment**](https://portal.usepylon.com/canvas-medical/forms/new-provider-enrollment): A new provider is being onboarded to the practice and needs to enroll with Surescripts, DrFirst and/or Health Gorilla.A new provider is being onboarded to the practice and needs to enroll with Surescripts, DrFirst and/or Health Gorilla. For Surescripts enrollment, you'll need to provide both an identity proofing certificate and a copy of at least one state license.
    - [**Standard Question / Inquiry**](https://portal.usepylon.com/canvas-medical/forms/standard): All other support inquiries.
  - **Via in-app chat** : Create a ticket while chatting with Herbert AI or a support agent from within Canvas
When submitting a ticket, provide as much detail as possible about your question or issue. Screenshots, URLs, and a description of what you expected to happen can help us resolve your request faster.
## Canvas In-App Chat
Canvas provides an integrated in-app chat feature powered by Pylon, allowing users to easily access support directly from the platform.
  - Simply click the chat bubble located at the bottom left corner of the Canvas page to launch the in-app chat.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1746469327339-image.png?Expires=253370764800&Signature=jqEGJz8-f1JKCXlDFEIN4EF~oUQQGe6TW-Ozs-AKoFyIw-2n0Oqd1TkdIps2veoJdjjU0Df07GOhYdawt9HXOHEOXRM7XdBTjFhkMoEL9FvxH1Krr2l6Y3FcGZs4IykDbHxhwi2FKBcSLIaF2pCQ7OIsqoVQgLiGk7~-8Rd-UHlFoGp6X~7FW3blu8lC15VN-TUHBqui9yX4ze-fekNe3BH1Y-CcFFPaek6zq3SyMD3LGCLfjLoMrMpYlxxE94NsFmNCYgtjkYGDESyMzynVUYEk5vfDkpkmpCjjb-viram13L1-I5CLZhElalbocmqtZopzH9v5VIm2j-f7yqq~KA__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Take advantage of various tools and resources available within the in-app feature:
    - **Search Bar** : Search the comprehensive [Canvas Help Center](https://help.canvasmedical.com) for specific topics, FAQs, and guides.
      - Explore articles categorized by Canvas features and tools.
      - Use keywords to find solutions to your concerns or questions quickly.
      - Access advice on workflows, settings, and practical usage tips.
    - **Bookmarks** : Quickly access resources you frequently use by saving them as bookmarks.
    - **Submit a ticket** : Use the appropriate ticket form to send your request to the Canvas Support team.
    - **Need more information** : Chat with Herbert AI, our virtual assistant, to get quick answers and guidance. Using internal support knowledge, Herbert AI can:
      - Provide solutions to common questions about Canvas features.
      - Recommend articles from the Help Center.
      - Assist with basic troubleshooting steps to resolve issues.
If Herbert AI cannot resolve your issue or its responses are inadequate, you can request a transfer to a human support agent. Any unresolved chats will automatically escalate to a support team member for further assistance.
    - **Past Conversations** : View a history of all chats you've previously submitted while logged in.
  - **Chat Notifications** : A red badge on the in-app chat bubble indicates the number of unread responses from Herbert AI or Canvas Support. Click the bubble to review pending messages.
![2025-05-05_14-29-27 \(1\).gif](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1746469866072-2025-05-05_14-29-27%25281%2529.gif?Expires=253370764800&Signature=tTrKpwoa6oaDAXWwAoXtAEAmXDBI-eSmwqqwMyld0kM0fybT0Lg2hK4LcTzMcOS-5A~MiWtIE46vsKqBecFIkhJzCsZPYlSvsUlYN90m8RfHMKl5vb8OYg9qFuuQsjOyTLzx7ZgbNl49-1CiJ~Lhk8qST0~Jr6j5mDimQWjxlwuZOZA643zZ~30ceYX8n5Skt7rHeYbGBzo9JrHKIVdKfNaW3pW2MimwmuNWCmyWeOhndfP7zmfq63FsSF9P3mxf4fndsQjg1HWU9eEo0kXXL1Eg197xiAqDjGeYqHBSpNIedJmYY-x83C0Qoe4PukcVaYfmPQzG2WlZfBbABbn-Gg__&Key-Pair-Id=K3NV4LZ47N8M46)
# After-Hours Critical Incident Support
Canvas Engineers are available on-call to address and resolve **critical incidents** that may occur outside of regular business hours.
## What Qualifies as a Critical Incident?
A critical incident occurring after hours should be reported if it involves any of the following:
  - Unexpected downtime disrupting the production environment
  - System remains consistently unresponsive
  - API endpoints are inaccessible
  - Urgent patient safety risk identified
  - Data privacy violations detected
## How to Report a Critical Incident?
To file a critical incident report outside normal support hours, please complete the [After Hours Critical Incident form](https://portal.usepylon.com/canvas-medical/forms/after-hours-critical-incident). This form is accessible via the online portal or through the in-app chat feature.
## Handling Non-Critical Incidents After Hours
If classified as a non-critical incident by our Engineering team, the requester will receive a notification. The matter will subsequently be reviewed with priority during standard business hours by our Support team.
# Configuration & Set Up
To fully utilize Canvas Support, complete either one or both of the following setup steps:
## Sign into the Support Portal
If you haven't already, create or activate your account at the designated [portal link](https://portal.usepylon.com/canvas-medical).
  - This will allow you to:
    - Submit and track your own tickets
    - Respond to ongoing requests
    - Access historical ticket information
## Designate Admin Users
Organizations can assign admin users who can view all submitted tickets within their domain.
  - Email [support@canvasmedical.com](mailto:support@canvasmedical.com) with the name and email address of the individuals you'd like to designate.
  - We'll configure their access and confirm once setup is complete.
Following these steps ensures your team has the necessary access and visibility to efficiently manage support.
## FAQ & Troubleshooting
**Q: I submitted a ticket but haven't heard back. What should I do?**
**A:** Most tickets receive a response within one business day. If it's been longer, check your [support portal](https://portal.usepylon.com/canvas-medical) to see the status or provide an update.
**Q: I can't log into the support portal.**
**A:** Make sure you're using the email associated with your Canvas account. If you're unsure whether your account is set up, email****[support@canvasmedical.com](mailto:support@canvasmedical.com) for help.
**Q: How do I know if I'm an admin user?**
**A:** Admin users can view all support tickets submitted by users at their organization. If you're not sure whether you're set up as an admin, submit a [support ticket](https://portal.usepylon.com/canvas-medical/forms/standard) email [support@canvasmedical.com](mailto:support@canvasmedical.com).
**Q: Can I ask Herbert AI anything?**
**A:** Herbert is great for answering questions related to Canvas features, workflows, and the Help Center. For urgent or complex issues, it's best to submit a ticket.
**Q: Can I use in-app chat after hours?**
**A:** Yes, you can access chat at any time. While live support is only available Monday–Friday, 8am–8pm ET, Herbert AI is available 24/7.
## Related Resources
  - [Canvas Help Center](https://help.canvasmedical.com)
  - [Support Portal](https://portal.usepylon.com/canvas-medical)
  - [Submit a Standard Ticket](https://portal.usepylon.com/canvas-medical/forms/standard)
  - [After-Hours Critical Incident Form](https://portal.usepylon.com/canvas-medical/forms/after-hours-critical-incident)
  - [Developer Documentation](https://docs.canvasmedical.com)
  - [Canvas GitHub Discussions](https://github.com/canvas-medical/canvas-plugins/discussions)
**Keywords & Metadata**
**• Keywords:** support, help center, in-app chat, Pylon, Herbert AI, submit a ticket, support portal, Canvas Medical support, admin access, developer docs, GitHub discussions, ticket visibility, support hours, knowledge base, search help
**• Categories:** Support, Getting Started, Troubleshooting, Developer Resources
----- END PAGE https://help.canvasmedical.com/articles/5542576212-canvas-support-resources


----- BEGIN PAGE https://help.canvasmedical.com/articles/5551249431-troubleshooting-epcs-authentication-errors
Getting an "Authentication failed. Access is denied." error? Don't worry—this guide helps you identify and fix the issue so you can get back to prescribing.
### What you'll learn
  - Common causes of authentication errors
  - How to troubleshoot your passphrase and token
## Common Causes
  - **Incorrect passphrase** : Contains a typo, has been forgotten, or contains a special character
  - **Incorrect token OTP** : Typo when entering the pin
  - **Mismatched token** : OTP from a different token than the one selected in the dropdown
  - **Expired OTP** : The pin expired before you submitted. They change every 30 seconds.
## How to Troubleshoot
Start by testing your passphrase, then your token.
### Test your passphrase
  1. Go to the [EPCS Gold Prescriber Dashboard](https://ui.epcsdrfirst.com/pob/login)
  2. Enter your NPI and passphrase on the first login screen
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1968236d-c85c-4278-af8e-71ecad796fb3-1771312858258-image.png-7ad9c7f2-7134-4eca-95bd-509904a1dd54?Expires=253370764800&Signature=RINGBeHTHvIwVH1IsWGJdquhIimBA5aB2yTTaj8lM1tOSTzFHeKMOlZX3fZ7T1hc7hN-2j9beNnJLvP3N8jm4dt7CuLFr1GwQUv-zKS7PvA4Sn2fYEdBvA3SQYc9IHrr96WDaaOlkSTkF2LqcXsfTI5vGsY8h0VbJW7x5wi9Z-SpgIsyvDkgaPV5WLyi4IODCbcTKOI7bS1N2JkKJTESvTmqL4UNgoB8WH9oPnwP3qZkWBaaivkdmwCislpahphW0D3rsXf4mYS5bG0tninVzJHLYRQGpfMwH0idA513pHyRDEWNeC7IGTxM7WTPPXS9RvsRke6v8VlpdXY0dUyAaQ__&Key-Pair-Id=K3NV4LZ47N8M46)
  3. Check status
     - **Passed** : You moved to the next screen. Your passphrase is correct—move on to testing your token.
     - **Failed** : You received an authentication error. Your passphrase is incorrect, invalid, or contains a special character. Click **Forgot Passphrase** to reset it. See [Resetting Your EPCS Passphrase](https://help.canvasmedical.com/articles/5514693639-resetting-your-epcs-passphrase) for steps.
> **Locked out?** Wait a full 15 minutes before trying again.
### Test your token
  1. Confirm the Credential ID in the dropdown matches your VIP Access app
  2. Wait for a fresh OTP to generate
  3. Enter the OTP and click **Submit** before it expires
If you receive an error, double-check the Credential ID matches your device exactly, generate a new OTP, and click **Show Clear Text** to verify you entered it correctly before submitting.
> **Still not working?** Make sure your phone's time and date are set to automatic—tokens are time-synchronized. If the issue persists, contact [DrFirst Support](https://help.drfirst.com/hc/en-us/sections/17539927218579-Support-Experience).
## Error During Grant Activation
If you get this error while your administrator is activating your grant
  - Use a computer, not a phone or tablet
  - Use Chrome or Firefox as your browser
  - Make sure cookies are enabled in your browser settings
## Next Steps
Once you've resolved the error, you can continue prescribing controlled substances or complete your grant activation.
## Frequently Asked Questions
**Q: How long is the lockout?**
A: 15 minutes. Three failed attempts trigger the lockout. During this time, you can't reset your passphrase or send controlled substance prescriptions.
**Q: Can I use a different token if one isn't working?**
A: Yes, if you have multiple tokens registered. Select a different one from the dropdown and use its OTP.
**Q: What if I don't remember which token is registered?**
A: Check the VIP Access app on your phone—it shows the Credential ID at the top. Match this with what's in the dropdown.
**Q: What if my passphrase has a special character?**
A: Reset your passphrase and create a new one without special characters.
**Q: What if I have a DrFirst account at more than one practice?**
A: You will use the same passphrase at each location because a provider's NPI is associated with a single passphrase that works across all EPCS-registered practices.
## Related Articles
  - [Resetting Your EPCS Passphrase](https://help.canvasmedical.com/articles/5514693639-resetting-your-epcs-passphrase)
  - [Setting Up VIP Access on a New Phone](https://help.canvasmedical.com/articles/4577696191-setting-up-vip-access-on-a-new-phone)
  - [Electronic Prescribing of Controlled Substances (EPCS) Enrollment](https://help.canvasmedical.com/articles/8630998726-electronic-prescribing-of-controlled-substances-epcs-enrollment)
  - [Activating EPCS Grants with DrFirst](https://help.canvasmedical.com/articles/6405678539-activating-epcs-grants-with-drfirst)
* * *
**Keywords:** authentication failed, access denied, EPCS error, passphrase error, token error, OTP error, lockout
**Categories:** EPCS, DrFirst, Troubleshooting
**Roles:** Providers
----- END PAGE https://help.canvasmedical.com/articles/5551249431-troubleshooting-epcs-authentication-errors


----- BEGIN PAGE https://help.canvasmedical.com/articles/5628604712-manage-care-teams
## Introduction
The Care Team feature allows you to easily assign both internal staff members and external providers to patients, enabling you to build comprehensive teams with multidisciplinary skills. Care teams ensure coordinated patient care by clearly defining who is responsible for different aspects of treatment and communication. Every patient can have designated team members with specific roles from within your organization and external providers who are outside your organization, with one internal member designated as the Care Team Lead to streamline workflows and communication.
## User's Guide
### Understanding Care Team Types
Canvas supports two types of care team members:
  - **Internal Care Team Members** : Staff members from your organization who have direct access to the Canvas system
  - **External Care Team Members** : Providers outside your organization who are involved in patient care but don't have direct access to your Canvas system
### Adding Internal Care Team Members
Internal care team members are staff from your organization who have Canvas system access.
**To add internal team members:**
  1. Navigate to the patient's Profile View
  2. Find the Care Team section on the left-hand side
  3. Select **Add** under the Care Team section
  4. Choose **Internal** from the member type options
  5. Select a **Team Member** from the dropdown menu
     - The dropdown displays up to 30 staff members
     - Use search to locate staff members beyond the first 30
  6. Select a **Role** from the dropdown menu
  7. Select **Add**
**Important Constraints:**
  - Only one person can be designated as the Care Team Lead per patient
  - Care team members and roles cannot be used more than once per patient
### Adding External Care Team Members
External care team members are providers outside your organization who participate in patient care but don't have direct Canvas access.
**To add external team members:**
  1. Navigate to the patient's Profile View
  2. Find the Care Team section on the left-hand side
  3. Select **Add** under the Care Team section
  4. Choose **External** from the member type options
  5. Search the provider directory for the external provider
  6. Select the desired provider from search results
  7. The system will automatically populate:
     - Provider name
     - Contact information (phone and fax)
     - Specialty (mapped from the directory)
  8. Select **Add**
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1753323133826-screenshot-RC%252826M%252907232025001254%25402x.jpg?Expires=253370764800&Signature=UiNrrCWwhsQ22dMpYqA7g-QKzR6u50czT6tDksSJnBk~0rGnTp3aw5ataJ83r2DyRdRa1AWCvnh24w1MhZiSmYx5ybLwaOAbN~qjOIg85J2h5H5LHaH--Wah5khzqF4USas-2H7tIKP8gUYc0YeCcB5aqYFvGi9XAyrO3DzlXGKIL7xmDKFJbl31iLyfu8XVXutb2I7ANV5BCJ9GfB5GiQkvHWJ2j-nD~lL2N~Va5BV8sODUFh8FieNHXwLUYSrfleJ2fH8Zs8mBO7d6YTKAmLLwaS5RwEnjgkOcrKsFaQ0N-qAfNMC7NkrsGUbHmhqmYRygyHs6V1SwzT2oc3ZaEw__&Key-Pair-Id=K3NV4LZ47N8M46)
### Care Team Display and Organization
Care teams are organized to provide clear visibility of all team members:
  - **Internal team members** appear first in the list
  - **External team members** appear after internal members
  - Within each group, members are sorted alphabetically
  - External members display name, specialty, phone, and fax information
  - Internal members show standard role and contact information
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1753323148497-screenshot-RC%252826M%252907232025001250%25402x.jpg?Expires=253370764800&Signature=jJTTEfkG3Z2tyZIu9uzRdEX2UrH09tZk6Np3D8~6B82AGxG93W6tFw5W7Amq-OGffixmVTRNQFJ82SI71wx9MmX4j8RIoFJ1~eypMDRWamnZwdWrBbpCr0VmkkE01C56VcBfglpQn4rrGpPHJcnpnHSl01CvcKRBivM19wxF0KMHjFvvvwLEj~4FJQbr4bIismqzVozq5D0ADrnCCsAeY1cOv1Pk~drw-ysqG6ECvT0Cv38HfiVfa44cMkhg4M2CVXh2IdLdfIflzCq-JzI-mrmafWjz2eT4d57rSDm1Ca81XIlhu4BMVwXnDrfWvpAH~ynMTNRfOXrHkSuoSTP8Yg__&Key-Pair-Id=K3NV4LZ47N8M46)
### Editing Team Members
Both internal and external care team members can be edited as needed.
**To edit team members:**
  1. Select **Edit** to the far right of the care team member's name (next to the team lead indicator)
  2. Make desired changes:
     - For internal members: Update Team Member or Role
     - For external members: Select a different directory listing
  3. Select **Update**
### Removing Team Members
**To remove team members:**
  1. Select **Edit** to the far right of the care team member's name
  2. Select **Delete**
  3. Confirm the removal
### Team Member Status and Visibility
**Active vs Inactive Members:**
  - Active team members appear in the standard care team list
  - Inactive team members are marked with an **Inactive** label for visibility
  - When staff members are marked as inactive in their settings, an inactive label appears next to their name in all patient care teams
### Care Team Lead Designation
The Care Team Lead serves as the primary point of contact and coordination for a patient's care. **Only internal staff members can be designated as Care Team Lead.**
**Care Team Lead Responsibilities:**
[**Messaging Management**](https://help.canvasmedical.com/articles/6255444430-patient-message-inbox)**:**
  - Incoming patient messages are automatically routed to the care team lead
  - When no care team lead is assigned AND no prior messages exist, incoming patient messages are assigned to Canvas Bot
  - When no care team lead is assigned BUT staff have previously messaged the patient, incoming messages go to the last staff member who communicated with the patient
[**Populations**](https://help.canvasmedical.com/articles/3097826946-campaigns-populations-patients)**:**
  - Intervention messages and patient data exports include the care team lead's name
[**Data Integration**](https://canvas-medical.help.usepylon.com/articles/7371085164-data-integration)**:**
  - Defaults as the reviewer for workflows
  - Information appears on lab orders, chart PDFs, and specimen labels
[**Electronic Lab Results**](https://help.canvasmedical.com/articles/6041713155-how-to-order-labs-and-integrate-with-lab-vendors-in-canvas)**:**
  - Ordering provider and reviewer fall back to care team lead when original provider lacks valid NPI
## Configuration & Set Up
### Internal Care Team Setup
**Care Team Roles Configuration:**
Care team roles must be configured before team members can be assigned. Only staff members with roles under the Clinical Domain will display as options.
  1. Navigate to **Settings > Care team roles**
  2. Select **ADD CARE TEAM ROLE +**
  3. Fill in the required fields:
     - **System** (required)
     - **Display** (required)
     - **Code** (optional)
  4. Select the **active** checkbox
  5. Select **SAVE**
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1753323406084-screenshot-AddcareteamroleAdmin07232025001256%25402x.jpg?Expires=253370764800&Signature=NB6-Aqrvd8ELENgWZkfGoZKBgLqqx1gcDGuEC00~ti2rT5GWo5zgkJcywVaNnxNyBdBztx4XJu8VF0RFOrFfIaOWtushnUuGKdx0SyO14Zds2U6DUIhew6lFMkBz8jyM8C2Cy03bCMgASTCeDwSX5MDZMZiS1dOAkK-hUw0jjJ2~2Aa0hr~pQ1dWhJz6jxipKIT1WhozuMSBsETNWYKk1VJO-7QUY4S-mOPqmrE5elN~9M4fYS33Vji18~5sGR3gSVONM5OzZk9AIWu943O~ElvO-Pr7aL~Dm4GtTNfCwK7bmxDGIAK7t0UIHVEQ0gG0YGsR7WRh2xixm11OqOeXtw__&Key-Pair-Id=K3NV4LZ47N8M46)
### External Care Team Setup
**Provider Directory Integration:**
External care team members are sourced from the Canvas Medical Science directory. This integration:
  - Prevents duplicate provider entries
  - Maintains up-to-date contact information
  - Links providers by name and address matching
  - Updates provider information when changes are made in the science directory
Each organization is allowed up to two dedicated resources to manage referral contacts. For detailed guidance, please review [Managing Referral Contacts](/articles/9919617000).
## FAQ & Troubleshooting
**Q: How do external care team members get updated if their information changes?**
**A:** External providers are linked to the [Canvas Medical Science](https://help.canvasmedical.com/articles/9919617000-managing-referral-contacts) directory. When information is updated in the directory, it will be reflected the next time that provider is added to any care team, and existing instances will be updated automatically.
**Q: What roles are available for care team members?**
**A:** Available roles are configured by your practice administrator. Common roles include physician, nurse practitioner, physician assistant, health coach, and care coordinator.
**Q: How do I know who the care team lead is?**
**A:** The care team lead is indicated by a blue checkmark next to "Team Lead" in the patient's care team section.
**Q: Can a staff member be on multiple patients' care teams?**
**A:** Yes, both internal and external providers can be assigned to multiple patients' care teams in various roles as needed.
**Q: Why don't I see an external provider I'm looking for?**
**A:** External providers must exist in the [Canvas Medical Science](https://help.canvasmedical.com/articles/9919617000-managing-referral-contacts) directory. If a provider isn't available, check if they're listed under a different name or contact your organizations dedicated resource or Canvas Support to have them added to the directory.
## **Related Resources**
  - [Managing Referral Contacts](/articles/9919617000)
  - [Data Integration and Document Management](/articles/7371085164)
  - Care Team [SDK](https://docs.canvasmedical.com/sdk/data-care-team/) and [API](https://docs.canvasmedical.com/api/careteam/) Reference
* * *
**Keywords:** care teams, care team lead, team members, patient care coordination, messaging routing, team roles, healthcare team management, external providers, internal staff, outside providers, provider directory
**Categories:** Patient Management, Care Coordination, Team Management, External Integration
----- END PAGE https://help.canvasmedical.com/articles/5628604712-manage-care-teams


----- BEGIN PAGE https://help.canvasmedical.com/articles/5651999344-command-questionnaire
The Questionnaire command is a micro-template command used to gather and document information for a questionnaire.
## FAQ:
**Q:** I made a mistake, how do I remove this command?
**A:** Commands can be entered in error, but not deleted. Please review the Entering a Command in Error document for more information.
**Q:** How do I print this command?
**A:** A command can be printed by using the triple dot menu to the right of the command and selecting the print option. 
**Q:** Which tables in the read-only db contain questionnaire data?
  - _api_questionnaire_ is the table that holds questionnaires
  -  _api_question_ is the table that holds questions
  -  _api_questionnairequestionmap_ is a join table that shows which questions make up a questionnaire
  -  _api_responseoptionset_ defines the response options for a question.
    - The question record has a response_option_set_id foreign key
  -  _api_responseoption_ is the table that holds the choices for a question. These are related to a question through the response option set record.
  - _api_interview_ is the table that holds questionnaire responses. This is a record that a questionnaire was responded to by a patient at a given time.
  - _api_interviewquestionnairemap_ shows which questionnaire is responded to in an interview. 
  -  _api_interviewquestionresponse_ shows the chosen response to a particular question.
  - _api_questionnaireresult_ is where the result of a scoring function for a questionnaire is saved.
    - example: After completing a PHQ-9 we run a scoring function to get a result like "PHQ-9: Score of 1 indicates minimal depression symptoms. No further actions."
**A:** A command can be printed by using the triple dot menu to the right of the command and selecting the print option. 
## Step by Step
**TIP:** Check out our Keyboard Navigation article to learn how to navigate/complete a command including questionnaires using your keyboard!
  - Begin in an open note of the patient's chart
  - Type "_questionnaire_ " into a blank line within the note
  - Select the command by hitting**Enter** on the keyboard
  - Select the desired questionnaire from the available options, the fields that populate will depend on the type of questionnaire selected 
  - Navigate through the fields by selecting**Tab** between each field 
  - Select **RECORD** to commit the command once all fields have been completed
![32.gif](https://canvas-medical.zendesk.com/guide-media/01GV6DBQNBSPCE2YW8QG6GG12K)
# Resources
### [Video: Questionnaire Command ](https://www.loom.com/share/ed913ec49826486d91f354ee8544e2ba?sid=10c363cb-c6cd-47fc-9f71-f01fc1933581)
----- END PAGE https://help.canvasmedical.com/articles/5651999344-command-questionnaire


----- BEGIN PAGE https://help.canvasmedical.com/articles/5682206573-command-surgical-history
The Past Surgical History command allows the user to document the patient's past surgical history. Past Surgical History can be viewed in the patient summary section of the chart.
## FAQ:
**Q:** I made a mistake, how do I remove this command?
**A:** Commands can be entered in error, but not deleted. Please review the Entering a Command in Error document for directions. 
**Q:** How do I print this command?
**A:** A command can be printed by using the triple dot menu to the right of the command and selecting the print option. 
## Step by Step
  - Being in an open note of the patient's chart
  - Type "_past surgical history_ ", "_psh_ ", or "_surgical_ " into a blank line within the note
  - Select the command by pressing **Enter**
  - Type the desired surgery or procedure after the command line title and common procedures will populate that match your search.
**_TIP:_**_If the desired procedure is not populating, the input can be supplied as free text._
  - Use **Tab** or your mouse to navigate through the remaining fields:
    - **Approximate Date:** the exact date or estimated date of the procedure. (i.e._"2 years ago")_
    - **Comment:** any additional comments relating to the surgery such as complications, name of the surgeon, or hospital. **Field has a 1000 character limit.**
  - Select **SAVE** to commit the command into the note. The entry immediately becomes under Surgical History in the patient summary on the left hand side.
# Resources
### [Video: Past Surgical History](https://www.loom.com/share/8a548a833bab4353aff552c28e52ae4b?sid=322bd7c9-5dea-4c30-9c91-7f535f3638e4)
----- END PAGE https://help.canvasmedical.com/articles/5682206573-command-surgical-history


----- BEGIN PAGE https://help.canvasmedical.com/articles/5778885172-canvas-remote-on-ios
Canvas Remote allows clinic users to enhance patient documentation by performing several key actions directly from a mobile device. With Canvas Remote, users can capture patient photos, insurance card images, ID card images, and visual exam finding images, seamlessly linking them to patient charts.
Canvas Remote is only available on iOS devices and can be downloaded from the Apple App Store
# **Downloading Canvas Remote**
  1. **Using a Direct Link** :
     - Use this [link](https://apps.apple.com/us/app/canvas-remote/id1273841003) to navigate directly to the Canvas Remote app in the App Store.
  2. **Search Manually in the App Store** :
     - Open the **App Store** on the iOS device
     - Tap the **Search Icon** in the bottom menu
     - Search "Canvas Remote". The app should be the first result
     - Tap **Get** to download the app
     - After the app installs, tap **Open**
![2024-12-31_14-42-26.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1735674160732-2024-12-31_14-42-26.png?Expires=253370764800&Signature=u6zVZTcyWtAoPACV6EYFMo5l2hVQjsJDb8AUwZSNYmLr75lJxbyuw2vC6gw0bCQYq7OkJunzJNp9I0-2MsYV2oNSexlIM98fSA56V1bPJyEr9EUjuRlTEKHYtN62BM73Z7Ldk1NRhu3Si33eEApwEi746xcl6xFLkQWNsGkMe8diPVdrf8Eql8lmaAXFWALwE09tLQDGNSQuadxuMyg-FCjHK7xXwnkqcAsAkzrtTuA93xyISuljWMi1QDmeLDdnmeN8kLMJGELoJyUQu810cQ4O9jNv52LjVQMSWNz4ypc7Oa~U1Vc7FErugIRpLuoBYBFdChQYiWILQ3XzMhA0qg__&Key-Pair-Id=K3NV4LZ47N8M46)
After installation, the app will request permission to access the device's camera. This is required for capturing images within Canvas Remote.
## **Additional Information**
To learn more about the functionalities of Canvas Remote, explore the following articles:
  - **Command: Visual Exam Finding**
  - **Patient Photo**
  - **Insurance Card**
  - **Patient ID Card**
# **FAQ**
**Q: How do I update Canvas Remote?**  
**A:** Updates for the Canvas Remote app can be downloaded from the Apple App Store on an iOS device. Simply navigate to the App Store, locate the app under your account's "Updates" section, and tap **Update**.
----- END PAGE https://help.canvasmedical.com/articles/5778885172-canvas-remote-on-ios


----- BEGIN PAGE https://help.canvasmedical.com/articles/5877696655-patient-coverages
Managing patient insurance coverages is essential for ensuring accurate billing, claim processing, and eligibility verification. This guide provides detailed instructions for adding, updating, and managing insurance coverages, attaching insurance card images, configuring insurer settings, handling subscribers and guarantors.
# User's Guide
## Adding New Coverage
### Accessing the Coverage Modal
  - Open the **Patient Profile**
  - Locate the **Coverages** section on the right-hand side.
  - Click **\+ Add Primary Coverage**.
## Attaching Insurance Card Images
There are two options for uploading insurance card images: either upload an image from the user's device or use the [Canvas Remote iOS app](https://canvas-medical.help.usepylon.com/articles/5778885172-canvas-remote-on-ios).
![screenshot-202504220649.jpg](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1745327285790-screenshot-202504220649.jpg?Expires=253370764800&Signature=ba8XwRkW~9zH0fYZUORj2gwWakvXCxHQpD65PgOX7d9NloB8FgmhU76WVpI~JkJn2wWrEo4YcKq4haW6Li8vLq5vkSeIUCuS7l29cW7NwMKf8y3WQARp2vfOj0fueU1xGQ9emhUf0-7MT~i~V4W5pHT-Sp3Bgw14oY6lG2t~vVAHBUWH5DXPfTh7qpu6EiqTqj6dg0JpBIiRvrC0Lr-pgo2RkWYdLrwM4tIPGnoW8HDC8-gNdO7c9hZdW8~dAKe792dN9VZSjrjIWRWPgK8e9zOIrtzi7jAstH4soLrGcnYr2n0VY-9RyjVdsXTY~PtsHyo73sLJSBHU2dGnXJE3vQ__&Key-Pair-Id=K3NV4LZ47N8M46)
### Upload Insurance Card Images
  - In the Coverage modal, click **Choose image (JPEG, PNG)** for both the Front and Back of the card.
  - Select the image files from the user's device (computer, tablet, etc).
  - The uploaded images will display as thumbnails.
  - Images can be printed directly from the modal.
### Using the Canvas Remote App (iOS Method)
  - In the coverage modal, select **Use Canvas Remote App** in the Coverage modal.
  - Scan the displayed QR code using the **Canvas Remote App** to link the app to the patient
  - Capture the front and back of the card and crop or resize the images as needed.
  - A blue checkmark will indicate a successful upload.
  - Refresh the Patient Profile to view the image thumbnails.
### Removing Insurance Card Images
  - Open the coverage modal and click the trash can icon next to the image
  - Confirm deletion
  - Re-upload a new image if needed
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749667745296-image.png?Expires=253370764800&Signature=KhZL2yHk9PZQKvJuuLcvdZfZ2WrEFhn4KfmKpY-Odm1ArmTsYXVGq4NEOqm8KEzJZxDm9S21H8bV~6TMBuNv-zJJoXAdWwAV87d26OPxkssBYoqD1wUhZ0PnjwOQl1Pi0Wrzwi-ij9M42QcUQiEt1kxZ87X8U2oG7Sp9MHMno~sz6FhjZiK4w6kkaQqtal1oCSqLO4WNG8xc8saPEWiKOgtHj3NHl7DjIIqfhx7dQbJPXv7vbQqxmJ8zMW-CZzwrMmI6SerlCncOfEfHVMZa0G8uVGLNV3mktbSTY~FZ1hKARpdMn4HUstYAl-tXlSCbNUGo5QhPIe8GRtZnIl4kiQ__&Key-Pair-Id=K3NV4LZ47N8M46)
## Entering Coverage Details
  - **Payer Name** : Select from active insurers
  - **ID / Policy Number** : Enter exactly as listed avoiding dashes, spaces or special characters
  - **Group / Plan ID**
  - **Plan Name** : PPO, HMO, etc.
  - **Start / End Date:** Define coverage period. Leave the end date blank if coverage does not have a defined expiration date
  - **Coverage Type** : Based on insurer configurations.
  - **Copay / Coinsurance** : Enter values from the card.
  - **Claim Submission Address** & **Phone Number** :
    - If set to **Not Provided/Not Sure** , Canvas auto-creates a task for follow-up.
    - Manually added entries are saved for future use when adding the same coverage to additional patient profiles
![screenshot-202504220649.jpg](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1745327344780-screenshot-202504220649.jpg?Expires=253370764800&Signature=lAtt6YmKde2PsTYVLwz07wKqQRDMXnRboIoLDRjWOk7qgN7lx1OinSIsaqwtowkMKP4yw1A2WTg~xN-cgfoQ7UsS-99cEOwp-WfaXNMOYrwcLeiwC6bPrdrXyssKt5blBEKdJMNytytsoYPBPHFV0iXpTDPHyU0Jfnd8F4nF6TmCKni0BsVu9eVdoGfC2rvBR7AxgzMAKUm40-p4WE9tcXDBl7ALt3TutP8e5STGKqsRjU6JHvIOMPrBE4xn2Zqi3Ewb~~z6Aj0CxFWebNSex6QuK2YqX8ZT49NVtSFO7O39WUkKWmoe269-rXsUW1MEu56LAJi6isC0dIXT3P530Q__&Key-Pair-Id=K3NV4LZ47N8M46)
Missing address or phone data may cause lab order or prescription errors.
## Adding a Subscriber
Subscribers carry the insurance plan for the patient. Subscribers can either be the patient or another individual.
### Patient is the subscriber
  - When subscriber is the direct patient, select `The patient is the subscriber`
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1734383352302-1728336217493-Screenshot2024-10-07at5.23.27PM.png-ff3b00c5-6b5f-439c-87dd-26411994f696?Expires=253370764800&Signature=OC4Vu3kZ4Slps-8m9EbuCh4uo0WgHRaX2gWMIkkdTDDpuMDKWgeYZsuejvWtZ9eRijaMeYfZvj5Y1~aSlnYGbMJSNiUhwbvTrJArNaa605qcD2-ZFOPslVOQ-eybDW7hFo8hd~CTfo7ZymBNa2Wo5D7TUBRnmaWKqBY8qGutYln1Zzrnz26veUqjOIT-c4hZglpwI-CEAVy7BbVZHtfXzNtmsNDHrGJgXYURs06~WgBXp00AssW78Bb1xYavy~HhBK5-Nc40zwNzNB6Knfqb2jLe35p1~ZOUJfrOzSlc8rJdkL2AhcL8ZgSa6TFbfs0FLaEkrxErby95-ltIVMjtkw__&Key-Pair-Id=K3NV4LZ47N8M46)
### Someone else is the subscriber
  - When the subscriber is NOT the patient, select `Someone else is the subscriber`
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1734383316364-1728336257081-Screenshot2024-10-07at5.24.07PM.png-3e3b3a09-de4f-4373-af2d-868af4e55e7a?Expires=253370764800&Signature=gDMf4A8AXZ9RGy4BFP~5N2-7r3cRdc7Te85cjN8GHw6DO4~ZXfelopv~OVPuewgolcZP422HE6dZ68SPnbXEFDTQaT0sdKqq8QiJoR4YOsamM~ptmkPlh7RlYs7itmHaVrb7aOQrzJKTwMEFEoJaLmI8nvivTc6RnlgOQa0XNK-HiTDqukz2Ns6JvFripVWuWD5XtFt5WIxYDNpLxBHnb~HfoGmZQ5-Qla3-nBvWwurK0S0AJ8e86aVvYHELz-BeAKN8AuAiWtzUShlGfz6Hq-d4qxslS6kA3EDA35eJDRb8jJEaN6uTBnYRBo~jnujOpm4R4WFPfgN6GK4SWV5VLw__&Key-Pair-Id=K3NV4LZ47N8M46)
  - If the subscriber is an existing patient, search for the subscriber in the dropdown.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1734383581449-1728332617329-Screenshot2024-10-07at4.22.14PM.png-e0c26436-5157-42bc-b33f-985517eedc6e?Expires=253370764800&Signature=IUOFu5vs4AkWtoAqC~bcx9vZx0O4q1LkLcR7PtIALzOSdH4mHTkuQhHgRA3pn~RnG8Jkp9JLEMnTemX9WX3KuA8BxRBhatwlB8b9Hzii0NglKL2~QZQPNC-D5mPhVj~rN71c2simNCIIeDFceNUywHdMHS~rNndp1yYyru~9nkJ9ZJvFK9C9HAityYTo3XweE4Po6fd1HmrfQvn8y~psiNt4F0sdcaOYOB9o-A04pBbRxvjgx01SCUwnuT668-KevVcYuTTF4btAyHzqakaPzENinH7tjrpR~4OyFAz5MkeZfVkFgXkL1NcB3E6IgHDBcfv2rydBiJ6gJYMuFNpSig__&Key-Pair-Id=K3NV4LZ47N8M46)
  - If the subscriber is not part of the practice, enter their name and select **Add [Name]** and select the patient's relationship to the subscriber.
![2024-12-16_16-18-17.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1734383908847-2024-12-16_16-18-17.png?Expires=253370764800&Signature=q2SwgrEajw2PXtPNu0QkZQsNzJKeyQTKWqxbxk1S7-mzIPpduPqm8w~gWGsrZPKATmI8SJaWxbYKwSxcUreAbLFIDbxRcuUxC0EwnOZ5AEuBecKm8Iwz~nll4ITox3pQjnxn-lXYnqTRB7MpLa4051T-rGj~l3p9U1t1t22rJPxpPNMN9-61KT-Ris4N3-HOlYxqybwf0AmZDqMtIV1RBttedPsCbTTJPeiGXV92dunE2ql5AGDbzajtI1te1uXjp6QvmSNrRO2bI0nu36SAgo~d9OaiivnUiXP0roFxm7mrJHCjbuXleN9iCYOoTaLxZkiLSrIEDf6bA5oXZAgeOA__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Complete the **Add New Subscriber** modal, filling in required fields such as name, date of birth, phone number, and address. 
If the subscriber is not a patient of the organization, uncheck **Is active patient** to create them an inactive chart.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1728334127069-Screenshot2024-10-07at4.29.48PM.png?Expires=253370764800&Signature=HZnUj5bGNhI4Lrxmi2jCyVjuSwb6Baqwrubob2cAD670ulwU7Iioy5aX2gqdMjjMwwnZFffvn~G3bzTdUtDmwdJvwG4bXpJd0p3zeJ9LvlGdfVxwN5-axlmJF5CXqfSpy5pSn1~BYGkBBdeeMC6c6uRk4lBAPHPJkgeD4boVjdAZv6naUVV~QvhJhckroItfdH7mRLmFit4StWtmtIvhsVIJkH~dPlxgEjwJZ7ulWbbQ0--gnjdoWr8CaoO58ssLgqK7Hq6hp4LsoRHSM~vj2ChkDUM-sCFyBFz~u-G2EO~U45l2gpyCl1TQnfChNSDFoPZRjcSO9w1Yn6yrxAASEw__&Key-Pair-Id=K3NV4LZ47N8M46)
## Adding Coverage Comments
Coverage-specific notes can be added for quick reference:
  - Go to patient profile
  - Open the coverage modal
  - Go to the **Comments** section to add free-text comments pertaining to the coverage.
    - Comments can be updated at any time and are displayed on the coverage card in the profile view.
    - The first 200 characters of the comment will be displayed in the coverage card. Click the triple-dot menu on the card and **View/Update** to access the remaining information.
![2024-12-16_16-20-46.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1734384119798-1734384100965-2024-12-16_16-20-46.png-dce9d001-ae5d-4295-a125-a3cae779a3e0?Expires=253370764800&Signature=nvVnIO-dKTClYOL8CzKbvpRggdrrPWanss7HGV-NizsAbFzJp9fdo~bcM5F2Pl1J6SjIf3zVfs7ASvYTNFDVWD-ZEVZL0rjaWuGlBP19wFH9AdXas33Vm3VHpqGf0WPr88xeigwEmmF3ArUOEtrwUqJV4Ug23rx-NklT2~KXXckSVQdLM-HlVEgXc1E03nghK9sXRSQ04gJ8saDXmR0SskffU2cfSWDovjaK5SeKljonCUknLz8cyi4l9MZMVHuAX2Q3qLsG2BYzxU7--v5lrdDziwvB7p0Qnq4gFeVd-o-eVXod7KCdcqkzzSy5uowYgmKS27JIVGhoP5VW0Gmpbw__&Key-Pair-Id=K3NV4LZ47N8M46)
## Modifying Coverage
### Updating Coverage
  - Navigate to the Patient Profile and locate the desired coverage
  - Open the triple dot menu next to the coverage and select **View/Update**
  - Update any fields as necessary and select **Update**
If a patient's coverage information is changing, such as payers or ID numbers, **DO NOT** overwrite existing coverage information. Instead, expire the current coverage and create a new entry. Simply modifying the existing entry will result in incorrect claim processing.
### Expiring Coverage
To end a coverage period
  - Open the triple dot menu and select **Expire**
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749668545527-image.png?Expires=253370764800&Signature=qbCmWPTriioJwhTFfq18-7FklTSfExABfEzjhC3uFj2paSru0ggbCWSGXi0dmJRgVZPpTgwVVXtqSwjjxe2CQyXCTB~Q8i3Cdu2ZjcSS7Ti~vV999zVFkqQ1LytRE8i6DaSfMwt4jtAd6-bI4qZcs82aU4lyguhq7kzdK8ujJQgvaGg0YHj02ytUlz4JE8plnG1QaeiA27pyF63wgwJ1PNpOjf4EaX6GmMMd43-ETqgL0VjUmtcXBvWT-x-qLlugJYiSLSZiac~Z1ObCl-X6J0i7UPH8SRq-Wi-QQdVwkBbs6rKOb47KIN9sWgCqSHYxeqNlcf-lrceVnZwIThVUBA__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Enter an end date in the **Expire Coverage** modal and submit.
![2025-01-06_09-04-12.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1736172300849-2025-01-06_09-04-12.png?Expires=253370764800&Signature=VOp4rcPCpvrzG2KzwUl9yHbTFZKTH8cOKIjYbjf8Ldau4bRqbg-s4u0KfE70JLrVl1dFJoFjMhS-ax0HC3UpVmdlJRS~Zs~ZB9j2QiSaGYSf2KfDrIuMy~y-v9etZnM1ZmvtL5GZXoN3GaOquv1qVt1caeGSIlr5XIN2VL-hWzsTbwD3ijkjkafBhWU5wOc6a53gD04lQ9zps307PhttIIDmYMOl2iqjQ9S9Cw3XJm3MTsqeKpZ6-ZK9UD9h5jzRAPrTAKPPjq~krf-YzlZ2Qr~5gPkUpNxanYftq6~IqnWkuEfNO1JgPvSYe7vwY4BRN4zbIzTjf7Pu5JqkG-lVSA__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Expired coverages move to a new **Expired Coverages** section below active coverages.
![2025-01-06_09-08-15.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1736172523146-2025-01-06_09-08-15.png?Expires=253370764800&Signature=mJKI6gu34DsHJoJzZVHtqt02UJjMq1WFPa4O~fBpu3bRzOtqRA5LcVHPoZ1zqY5xYEoSzGPo5GS3V8FxJWfJhcPukDb5BIDkOY-YD05up8IAd9k2WM27883fvwm1f6nySriQw5DAh7jqPKhy0yk3p8NQaHHqcMjrtQ34DuSufpt-9kTL9Yhlq1yMDK8u7KDW8CTjV6cr8gQrMQQvdvpLlu6OmIezFp3TsU40MXtI3BUdFGTs8wztMSmw4QOBEPxfhs5CP43pjNs5BBesoLNmDSHgJsn19GxTogp57e~Hoffx~dR4MS-Mkd~OOTD7JXFIr~LQl6tWVd43yhTTve~8iw__&Key-Pair-Id=K3NV4LZ47N8M46)
### Reactivating Expired Coverage
  - Go to the patient profile
  - Expand the **Expired Coverages** section under the active coverages
  - Open the triple dot menu next to the desired coverage and select **View/Update**.
  - Clear the end date by clicking the calendar icon and selecting **Clear** or add a future expiration date if the date is known.
  - Select **Done** to reactivate the coverage, which will move back to the active coverages view.
### Removing Coverage
Coverage can only be removed if it hasn't been linked to a claim.
  - Click the triple dot on the coverage being removed
  - Select remove from the dropdown
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749668429312-image.png?Expires=253370764800&Signature=T9cFAdHVdDhIZud3g3Yx80Q5pPrQ16793c8lY5KgjAcawyHuP2OfbfNK659Ur~gzUSk2A442sY0Kd79PncNMvadby8t0L9BvM1vAJCyg0YEFwl7Vh2EF2fXHkk09Dvxd40zbP2Nm2raoOqYWxzFzyUEX24eoof0px9Wwp2kT6hS3G~-zTXN9hIxdsTdlzEc5IGsTINbsf2KwuX-pVr8tTVUClJljoGGIQAbFf1xpx1-0L4c-Rm7RUvlISSrKiEIZikpN2E6npvZS7DWYubJC5zCnMR8sI-pIiIU1XbL8yWWIYsqJgxSafyz2LdRmShlqV~nmG-YZ35e2UNhLWB5TTw__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Confirm removal by selecting Remove
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749668461828-image.png?Expires=253370764800&Signature=oS4PgBHjzROFSHKKYbclafOmoSzvqpzE8NyIlRhrwh6hr~riTMrwetxGUABxxnHzAIhtEcMCn~EiBm~Kh~Q38oZMomxoDGrCXqGS1ynwu5ku8voJqutALOPpx6XD-2aOP5ss56qPN-cZFvkdSe3bYwRs85wvOoUngykuVxA54HMn0SscjLAHRe9-azrw6UENURQkJbE4Vz3TSfRZtriyEou0Y1zxNuTHmEMAFlny~UZT8UAB6zOkkP0bjIvuYPQmlQ5Wh19zBgH0eaVyWJZuzH-kc5DOwm86YE1MgwL3AJmQVs26qWXveicBc05J95aj~2OJW3Fiu9jRCIE-2Y2IMg__&Key-Pair-Id=K3NV4LZ47N8M46)
Removing a coverage will PERMANENTLY delete the coverage. Once it is removed, it cannot be restored.
## Changing Insurance Coverage on Claims
Sometimes, a coverage entry is incorrect and has already been associated with a claim. In such cases, the coverage needs to be updated.
  - Navigate to the patient's profile and locate the current insurance coverage in the **Coverages** section.
  - Remove or expire the old coverage:
    - **Expire** : Add an end date to indicate when the coverage ended.
    - **Remove** : Delete the old coverage entirely from the patient's record. A removed coverage cannot be restored
  - Add the new insurance coverage, ensuring the start date reflects the policy's effective date.
  - Open the relevant claim.
  - Click **Show available coverages** under the current coverages on the claim to expose the new coverage
![2025-04-22_11-04-53.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1745334304935-2025-04-22_11-04-53.png?Expires=253370764800&Signature=lZStIoIjf6RwVdzFwImc4hQ4sM7JPY5Xgyj8ClwT8hsc-vIVCM3zmEeSFFjcgiTgSxNmdXKQjeOw5DtrQpKXHtb1h3tjA1wKOxeHgME9J5n-jjBEliFvJq5d1ONFl25D76msAUKDuvXdw2rIiPEpqIVda8MHg27IJlkZdBZZDXPc-sjpukLGrlCyHdxkq0e40o54XX2v1GGSU15JhR-fEaBYVgNf2YoVYg5yofQFGAiwqdZJbmfIsznwCSoPsk6slQCpQYk0AQw0LA8AyrbYqmPsyE3yRN4vpbtyw50FH~AKzjStZvVXFUQ0BS5gvX-sFcJaiDR5IchuRV~Ad4Bosg__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Click the triple dot of the new insurance and click **Add coverage to claim**
  - The coverage list will not reflect all 3 coverages
![2025-04-22_11-06-54.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1745334528043-2025-04-22_11-06-54.png?Expires=253370764800&Signature=ZoQ6xc9SDiqQ8SPMpsSkeqnRr5YPDX-GYjEIPYu6NEUvw6QZ52g9KMIZ7ifOJtFvEc0Y85bDVPLt2CSYz7UHP2PxorVfZXSrLjMbHehPESqAfbPbGoBCdjF9hweEcYOEYtjjPtwprdgj62uYgTECml3mOF~YcGCTeGVRhAqOHN~cYIAQdERpTF3QYgU2hXAYEGWyVdH8jpnLNFn8UzrxnIYnZVc3Bs6Tf9uDvDrWpQySUDx-veDKeygm8oSRQAfJSfPJelE3HvOon6iQT5hlXGwkEPHwFgGv8K7BEZlOhXcvnc79krHXABCPCYyb0bEWb~gtMIrOHgawogb4S7CmvA__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Click the triple dot menu on the coverage that should not be on the claim and click remove coverage.
### Changing Current Insurance
If a coverage is labeled as **Current** (highlighted in yellow), it cannot be removed from a claim. An alert, **You cannot remove the current coverage,** will display when attempting to remove it. To proceed, another coverage must be marked as current before the initial coverage can be removed.
![2025-04-22_10-15-45.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1745334882738-2025-04-22_10-15-45.png?Expires=253370764800&Signature=E9lp94UmUsJ4UqTqLEhRgmUivWTCB3f22vtzAtYwfW5I3GY0ZhCIllxqifQYpYVZBQI9tIC55HLt1ntj3EF~DETq4NsC9vBYot3jAV5CnB2HlJGM1KtCMW7aj407kXLkRuiLmhhH7FEwO4Fke9VjbAMvkHtCl0C7dIhiqNBqARVmT7o71UuxbGr6ECO27p3Q1f~QU4tN2eQLS7OfOHmRXxNnxng1aGGuYgLnk2daGOLs9qAWU28X16NT75Czy~0QTK5sPLx5UvlyRagz3~4XC~GkZ4aGGj9ex3xkJMqtrz-e6BdOmpy5PX~1zqQsaYjSboSHtYwMDXuo-Zzl92qcYQ__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Click the triple dot of coverage that should now be current
  - Select **Set as current**
  - The selected coverage will be updated to current (highlighted yellow) 
  - The previous selected coverage will no longer be current and can be removed from the claim
### Other Coverages
Beneath the medical coverages on the patient profile, there is a section for Other Coverages. Here any non-medical insurances the patient may need can be added (prescription coverage, auto insurance, etc.).
  - Click **+Add under the Other Coverages** heading
  - Follow the same step used for adding, updating or removing medical coverages
### Coverage Eligibility
Canvas integrates with **ClaimMD** to provide real-time eligibility verification, ensuring that patient insurance coverage is active before services are rendered.
**When Eligibility is Checked?**
  - **Automatic Checks**
    - Triggered when new coverage is added or updated.
    - Runs automatically 3 days before scheduled appointments.
  - **Manual Checks**
    - From the Patient Profile, locate the coverage card.
    - Click the triple-dot menu and select **Verify Eligibility** to run a check at any time.
**Reviewing Eligibility Results**
After a check, Canvas displays one of the following status indicators on the coverage card:
  - ✅ **Eligible** — Coverage is active.
  - ❌ **Ineligible** — Coverage is invalid; follow up required.
  - ⚠ **Error** — The system encountered an issue processing the request.
For detailed information:
  - Select **Review Eligibility** from the triple-dot menu.
  - A modal will display eligibility details, including copay and coinsurance amounts (which can be edited if necessary).
  - Review all relevant data to ensure billing accuracy.
### Patient Eligibility Defaults
By default, eligibility checks are processed using the organization's information. However, some insurers require the use of a specific provider's details.
  - Admins can configure this behavior in **Settings > Quality & Revenue: Insurers** by enabling **Use provider for eligibility**.
  - If this setting is active, ensure Patient Eligibility Defaults (provider or location) are defined to prevent processing errors.
![2024-12-16_16-50-45.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1734385855072-2024-12-16_16-50-45.png?Expires=253370764800&Signature=BcyobBsvVTflBX9HmhtlDEbixP4FxYyYOmmjBnKzvQmVM-FiVVPpbc2y5qt7yAKoeYPbjKmu-whrHrPr8X4QQgTTEl-8O1ZbHezgTN~jQoj18rfFn80gTC4CF7GmMN8MwjjAw6IFWbEj3VlFDteg~BK53uLyT2UY~~KOlvMw36ugaGEB3j4Oe9fnf6Sdsw1oHjaMHqS8XZqJ5-DOFZ0aZOAzrZSJp-Uh5nG46SpYLIVsAyAP8ULwLKzGJvCOBsT85rWWIag7esSnEhTLzriseK2IBJ1HO2X9ZS4h7hf1ZmzGJtf8C4L~Yd0lQBgnD71f43ZILcuBQblcbNUjzk2YtQ__&Key-Pair-Id=K3NV4LZ47N8M46)
### Common Eligibility Errors
  - **Payer does not support electronic eligibility:** Manual verification required outside of Canvas.
  - **Provider not enrolled:** Ensure Tax ID and NPI are registered with the payer.
  - **Invalid policy number format:** Remove dashes or suffixes like "-01" from policy numbers.
# Configuration & Set Up
## Managing Insurers
Canvas pulls an initial list of insurers from **ClaimMD** , but organizations can manually manage insurers to align with their specific needs.
### Adding a New Insurer
  - Navigate to **Settings**
  - Select **Quality & Revenue: Insurers**.
  - Click **Add Insurer +** in the top-right corner.
  - Complete necessary fields with the insurers information
    - **Name** : Name of coverage
    - **Payer ID** : Unique ID assigned to insurance company
    - **Active** : Checked if insurer should be listed in coverage dropdown
    - **Clearinghouse** : Claims should be processed through clearinghouse
      - Paper claims need to be submitted through the practice. Canvas does not send paper claims.
    - **Type** : General category of insurance
    - **Transactor Type** : Indicates submission format to the clearinghouse
    - **Possible Coverage Types** : Specific benefits the insurance may cover
    - **Use for Submission** : Alternate payer submissions will process through
    - **Submit Claim with SSN** : Check if claims need to be submitted with the SSN included
    - **Use Provider for Eligibility** : Check if coverage eligibility is ran through the provider and not the organization
    - **Description** : Any added details on the coverage
    - **Accept Remittances From** : Alternate payer ERAs will be accepted from
  - Click **Save**.
### Modifying or Inactivating an Insurer
  - In the **Insurers** section, search by insurer name or payer ID.
  - Select the insurer to open the details.
  - Update necessary fields or uncheck **Active** to inactivate.
  - Click **Save**.
Accurate insurer and address configuration reduces claim rejections and manual corrections.
### Configuring Alternate Payers for Submissions and ERA Retrieval
Some insurers process their submissions through alternate payers or accept ERAs from other payers. To configure an insurer for this claim submission process:
  - Navigate to **Settings**
  - Select **Quality & Revenue: Insurers**
  - Choose the insurer that needs to submit and/or remit through an alternate payer
  - To select an alternate payer for claim submissions:
    - Locate the **Use for Submission** field
    - Select the payer from the dropdown menu (e.g., Medicare B for Medicare claims)
  - To enable remittances from other payers:
    - Locate the **Accept remittances from** field 
    - Select the payer(s) the coverage can accept remittances from in the dropdown
  - Save your changes
### Image Upload Settings
Organizations can opt to use Canvas Remote for processing insurance card images. Admins can toggle this setting based on organizational preference for image capture methods
  - Go to **Settings**
  - Click **Constance: Config**
  - Find the `COVERAGE_DEFAULT_QR_SCAN_MODAL` setting.
    - **FALSE**  _(default)_ : Users are directed to upload images from their desktop when adding insurance cards to the patient profile.
    - **TRUE** : Users see the QR code for the [**Canvas Remote App**](https://canvas-medical.help.usepylon.com/articles/5778885172-canvas-remote-on-ios) by default when adding insurance cards to the patient profile.
# FAQs
**Q: Why isn't updated insurance applied to existing claims?**  
A: Always expire or remove old coverage before adding new. Only new entries can be assigned to claims.
**Q: What happens if address or phone is missing?**  
A: Canvas creates a task to prompt follow-up, but delays may impact labs, prescriptions, or claims.
**Q: How do I verify if a coverage is active on a claim?**  
A: Active coverages are shown in the claim header.
**Q: Why doesn't the activity log show secondary coverage changes?**  
A: The activity log may not display it. Check the claim directly under _Show available coverages_.
**Q: What if secondary insurance was added after claim creation?**  
A: Add it manually to the existing claim. Future claims will include all active coverages.
## Related Resources
[Video: Patient Coverages](https://www.loom.com/share/402f5b2a3faa4ecfbb02a6fd247b1211?sid=680fd92e-828e-427c-b739-200a9c4d6c87)
[Video: Manage Insurers](https://www.loom.com/share/4084a23f4f9b480096bf1f785db8de7b?sid=3baeef3b-7ccc-45b6-b5d6-bdd89d956516)
[ClaimMD Payer List](https://www.claim.md/payer_list.html)
**Keywords & Metadata**
• **Keywords:** insurance coverage, eligibility verification, insurance card upload, Canvas Remote App, subscriber management, guarantor, claim reassignment, Constance settings, insurer management, payer address
• **Categories:** insurance management
----- END PAGE https://help.canvasmedical.com/articles/5877696655-patient-coverages


----- BEGIN PAGE https://help.canvasmedical.com/articles/5885566398-fax-cover-sheet
## Introduction
When sending a fax containing protected health information, Canvas provides users with the ability to add a fax cover sheet. Fax cover sheets sent from Canvas include standard HIPAA and privacy statements.
## Tips & Tricks
  - If you are not presented with the ability to add a fax cover sheet ensure the **FAX_COVER_SHEET** setting is enabled within Config
  - Faxes generated from the refer command or image command do not have the option to include the fax cover sheet
  - Practice location details are auto-populated into the fax cover sheet at the bottom left corner, this information is based on input in the fax module. To change the location within the fax modal, users can make changes to location on a note or within the letter.
  - Faxes are able to be sent without a fax coversheet when **include cover sheet** is not checked.
## Step By Step 
### Adding a Fax Cover sheet
Cover sheets can be added to faxes sent from notes and letters on a patient's chart or through data integration. 
  - Beginning with a note, a letter, or a document in data integration, select fax
  - A fax module is populated allowing you to add a fax cover sheet
  - Select the check mark next to **include cover sheet** to expand the module
  - Complete the required fields and any optional fields within the module
    - **To (required)** : Intended receiver of the fax
      - **Fax Number (required)** : Destination fax number
      - **Practice Location (required)** : Sending practice location (will be defaulted based on note type if sent from note or letter)
      - **Subject (required)** : Reason for the fax
      - Comments (optional): Any comments to give better understanding for the reason of the fax
  - Select Next to see a preview of the document including fax cover sheet
### Preview the Fax with Cover sheet
  - After entering the required information and selecting next, you are now presented with a preview of the fax before sending
  - Review the cover sheet and intended fax 
  - If you decide to no longer send the fax select cancel
  - If you need to make changes to the cover sheet, select back
  - If the fax meets all expectations, select send
### Standard Privacy Statement on all Cover Sheets
Canvas includes the following privacy statement on all outgoing fax cover sheets
** _Confidentiality Notice: This facsimile transmission may contain confidential information, some or all of which may be protected health information (PHI) as defined by the federal Health Insurance Portability & Accountability Act (HIPAA) Privacy Rule, or may otherwise be proprietary, privileged, confidential and/or exempt from disclosure under applicable law. This transmission is intended for the exclusive use of the individual or entity to whom it is addressed. The authorized recipient is obligated to maintain the information in a safe, secure, and confidential manner and is prohibited from using this information for purposes other than intended and prohibited from disclosing this information to any other party unless required to do so by law or regulation._**
**__**
**_IMPORTANT WARNING: If you are not the intended recipient (or an employee or agent responsible for delivering this facsimile transmission to the intended recipient), you are hereby notified that any disclosure, dissemination, distribution, or copying of this information is strictly prohibited and may be subject to legal restriction or sanction. Please notify the sender by telephone (number listed above) to arrange the return or destruction of the information and all copies. Thank you for your prompt attention in this matter._**
## 
----- END PAGE https://help.canvasmedical.com/articles/5885566398-fax-cover-sheet


----- BEGIN PAGE https://help.canvasmedical.com/articles/5892012588-selecting-a-note-or-visit-type
Selecting the appropriate note or visit type for each interaction in the patient chart is essential to provide a detailed record of actions taken in regard to a patient. 
## Tips & Tricks
  - Each note or visit type has an associated icon which is displayed in the note header for quick scanning of multiple collapsed notes.
## Step by Step
  - Navigate to the desired patient's chart
  - Click on **New Note** to the right of the search bar
  - A list of note types appear in the drop-down menu: 
    - **Appointment:** a scheduled visit with a single provider at a specified date and time.
    - **Home Visit:** a face-to-face encounter with a patient in a home environment.
    - **Telehealth:** an encounter with a patient via telephone or video. This note visit type provides a link to the scheduled provider's virtual exam room within the note. 
    - **Office Visit:** a face-to-face encounter with the patient in a medical office setting. 
    - **Lab Visit:** a face-to-face encounter with the patient in a laboratory setting. Usually to collect a specimen. 
    - **Inpatient Visit:** a face-to-face encounter with the patient in a hospital setting. Inpatient visit notes can span from a single visit to multiple visits within a hospital admission. 
    - **Phone Call:** an encounter with the patient via phone. Most commonly used for non-billable communications regarding the patient.
    - **Chart Review:** available to capture the interactions within the chart that is not part of an encounter with the patient
    - **Letter:** use previously created letter templates, or free text a letter to print for the patient. Letters will automatically print with the clinic information and a signature if templated.
    - **Message:** use to securely send messages to the patient via the patient app. The patient must have a verified contact method for a message note type to be available. 
## Place of Service Code
Selecting the correct note type for a visit will ensure proper billing automatically adding the place of service code to the claim.
# Resources
### [Video: Select Note Type](https://www.loom.com/share/862ba6ef85be4e2f869d1ac1397a2f71?sid=0f9003af-a8a6-43a2-b1a7-3d34b0fd3d33)
----- END PAGE https://help.canvasmedical.com/articles/5892012588-selecting-a-note-or-visit-type


----- BEGIN PAGE https://help.canvasmedical.com/articles/5935595438-assign-reviewed-documents-to-a-team
Previously, only Tasks could be assigned to a team or individual user. Canvas has expanded it's functionality to allow **imaging results** ,**lab results** , **consult reports** and **uncategorized clinical documents** to be assigned to a team or an individual user.
While the images in this documentation are directed towards the imaging results, the same rules apply for all documents
### Assigning Results to a Team
  - Click the associated icon in the patient or user panel to open the result cards
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749673003051-image.png?Expires=253370764800&Signature=sVDa6l1UtwybfFlTu9yHdEMTzxgehAZVCd41Bh3F8MWKzHJZJeEcWEsjN4hEH~NMIF3th1ol2MNZ9D4IuHuJGDUK5ITCiUjmBR0Cj-3sSa0K8mXSxKQilavhlFVpbA9ihZ0oZvHLVNB-FvTD1HhkRJVs91Rxma7EeOaODd39SdDcPayyni-ZW66pIEfANUFy1WsXFcfAUyVlBBMXwYvHOeLLN628ToxmEA2McHnckrVMS1wwePk58FXrk1h~FBQ4OAUmO-n~zb2l4Agf5sIIzhCbOu32C-aWfrA9tkxf1uY0WiCbxsrS7NpY0gCtnBWHYFF3cs-qnG4XMc9Q7sPiVw__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Click the team link**** on the card to open the dropdown. It will either say **No Team Assigned** or state the name of the team currently assigned to a team
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F703a2ad1-00ab-4b8b-8e27-5e11a1fdda01-1749671883648-image.png-57afca6d-5d8d-4b5a-a393-f1876b07f889?Expires=253370764800&Signature=ZATuwrp6kazMUro8~TIt78djMiwxm0PbZPG~L042raJvAnlfwe4ij2xc5uH1z7CEr3IhLUqcG98G8Gv-zjPWuIRSQ0ZkfhUNs9oW7ZnWoZHxaeIY1thFzjDfo6CahwMolRvNTtQ05XGyZEY5IurYwcggip~HA3AYm6VQlO~8HiMFL05U4ZdIMGtCHD5gH5jT5L4POxR2uFQ3gKzIY6w5WEeQqAZ3SbXLA7W3hIlA5sZSpjpP8MusLdXxydx9NBe4yPRdiJCupm8luJ2T-hmi2hOIjlrFBWTJSRB-Cxe2JQuQ9WgHtPCqN75iI9pEmp0HgRgiNz1PCKt6ZZ9VE3QC5g__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Select the team name from the dropdown
  - The documents will then show in the **Me or My Teams** list for the associated document to anyone assigned to the team.
Currently, a team can be unassigned from a document; however, the primary assignee cannot be removed. The assignee role can be transferred to another user, but an unassigned option for this role is not yet available. This functionality will be introduced in an upcoming update.
----- END PAGE https://help.canvasmedical.com/articles/5935595438-assign-reviewed-documents-to-a-team


----- BEGIN PAGE https://help.canvasmedical.com/articles/5936518995-chart-note-after-visit-summary-avs
After visit summaries are patient specific documents provided to patients immediately following an encounter to communicate treatment and essential clinical content.
# User's Guide
### Print AVS:
  1. Beginning in a completed note
  2. Select the triple dot in the top right of the note header
  3. Select Print after visit summary from the drop down menu
  4. Select the desired print options in the print modal that displays the document preview 
### AVS Contents:
**To-Do List:** Displays outstanding tasks for the patient to complete. This includes the following:
  - Diagnostic tests/imaging or consults ordered during the encounter using the Image command, Lab Order command, and the Refer
  - Any instructions given using the Instruct command
  - Unscheduled follow up appointments requested using the Follow Up command.
**Medications** : Displays all medications that were started, stopped or continued during the encounter. This includes the following:
  - Any medications captured using the Prescribe, Adjust Prescription, Stop Medication, Refill or Approve Refill commands. 
**Today's Visit:** Displays the following information if performed during the encounter:
  - Any vitals captured during the visit
  - Assessment and diagnose commands
  - Any procedures(Perform command)
  - Immunizations (Immunize command)
**Upcoming Appointments:** Displays any future appointments that have already been scheduled.
# FAQ
**Q: Will delegated referrals and image orders display for the patient?**
**A:** No, any incomplete commands including delegated actions will not display on the AVS
**Q: Can I customize any part of the After Visit Summary?**
A: Not at this time. 
**Q: Can I send the AVS to the patient electronically or does it display in the patient app?**
A: The AVS is only available to print at this time and does not display to the patient in the patient app. If you would like to communicate electronically out of Canvas, a PDF can be created via the Chrome print preview to provide to the patient using your individual clinic's secure messaging. 
# Resources
### [Video: After Visit Summary](https://www.loom.com/share/65c499cd5f374c29b5ccc671026c5687?sid=dcf8c59e-4dce-4b1a-a8b0-7f4904694a80)
----- END PAGE https://help.canvasmedical.com/articles/5936518995-chart-note-after-visit-summary-avs


----- BEGIN PAGE https://help.canvasmedical.com/articles/5988007695-command-perform
The Perform command enables healthcare providers to document and bill for procedures completed in the office. This command streamlines the process of recording in-office procedures while ensuring proper billing and documentation protocols are followed.
# User's Guide
## Using the Perform Command
  1. Add the **Perform** command to a new or existing note in the patient chart
  2. Add the performed procedure in the command heading
  3. Document any procedure details in the **Notes** field
  4. Click **PERFORM** to commit the command
  5. The associated CPT code will drop to the billing footer
     - Free text is available for procedures not in your fee schedule, but may adversely affect billing and quality protocols
# **Configuration & Set Up**
### **Adding Procedures to the Perform Command**
Items will display in the perform command dropdown based on what is listed in the fee schedule. 
  - Follow the [Fee Schedule](https://canvas-medical.help.usepylon.com/articles/6307219926-fee-schedule) help center article to add any missing procedures.
## **FAQ & Troubleshooting**
**Q: What happens if I use free text instead of a procedure from the fee schedule?**
A: Free text entries may adversely affect billing and quality protocols. It's recommended to use procedures from your fee schedule whenever possible.
**Q: Can I edit a procedure after I've committed the Perform command?**
A: The perform command cannot be edited. It will need to be entered in error and the command will need to be recreated with changes.
**Q: What information should I include in the notes field?**
A: Include all procedure-related details such as location, medical indications or a comprehensive description of the procedure performed.
**Q: How do I add new procedures to the fee schedule?**
A: Follow the [Fee Schedule](https://canvas-medical.help.usepylon.com/articles/6307219926-fee-schedule) help center article for guidance on the process.
## **Related Resources**
  - [Video: Perform Command](https://www.loom.com/share/979fb4f968544b0c87fb241eaa75e675?sid=cfa80679-43c1-46da-bc45-26f6b532a223)
  - [Introduction to Commands](https://canvas-medical.help.usepylon.com/articles/4129367510-commands-introduction)
  - [Fee Schedule](https://canvas-medical.help.usepylon.com/articles/6307219926-fee-schedule)
* * *
**Keywords:** perform, command, procedures, billing, documentation, fee schedule, in-office procedures
**Categories:** Commands, Billing, Documentation, Procedures
----- END PAGE https://help.canvasmedical.com/articles/5988007695-command-perform


----- BEGIN PAGE https://help.canvasmedical.com/articles/6041713155-how-to-order-labs-and-integrate-with-lab-vendors-in-canvas
Canvas Medical provides integrated lab ordering capabilities with Health Gorilla, allowing healthcare providers to efficiently manage lab orders within the platform. This article explains how to integrate with lab vendors like LabCorp and Quest.
# **User's Guide**
## Lab Vendor Integration
Canvas Medical supports a Health Gorilla integration with a variety of lab vendors, including LabCorp and Quest. A comprehensive list of Health Gorilla-connected labs is available [here](https://developer.healthgorilla.com/docs/list-of-connected-labs). 
If only **Generic Lab** appears as an option in the Lab Order command dropdown, the lab vendor integration setup has not been completed.
# Configuration & Set Up
To set up integration with specific lab vendors (e.g., LabCorp, Quest):
  - **Gather the Required Information** to share with Canvas Support:
    - **Organization Information** (must match the details provided to the lab):
      - Organization Name
      - Organization Address
      - Organization Phone
      - Organization Fax
      - Organization's Group NPI
      - Name and email of the primary point of contact for the integration process
    - **Provider List** : Details of providers who need to order labs in Canvas:
      - Name
      - Email
      - NPI
    - **Lab Information** :
      - Lab Name
      - Lab Account Number
      - Lab Account Primary Contact (Name and Email)
  - [Contact Canvas Support](https://portal.usepylon.com/canvas-medical/forms/standard) and provide the gathered information.
  - Canvas will coordinate with Health Gorilla to initiate the lab vendor integration process.
# FAQs
**Q: Why can I only see "Generic Lab" as an option when ordering labs?**
A: If "Generic Lab" is the only option, your account has not been configured for integration with specific lab vendors. [Contact Canvas Support](https://portal.usepylon.com/canvas-medical/forms/standard) with the required information to start the integration process.
**Q: Do I need to log into Health Gorilla separately to order labs?**
A: No, all lab orders are processed directly through Canvas Medical using the Lab Order command. Logging into Health Gorilla separately is unnecessary.
**Q: How can I send lab orders if the lab is not integrated with Canvas?**
A: Select "Generic Lab" in the Lab Order command. Once the command is committed, use the following steps:
  - Click the triple menu of the command.
  - Select **Fax**.
  - Choose the lab from the dropdown directory or manually enter the lab information.
**Q: How is a new provider set up to order labs in Canvas?**
A: After integration is complete, if a new provider needs access to order labs, [contact Canvas Support](https://portal.usepylon.com/canvas-medical/forms/standard). They will send an invite to the provider and configure their staff profile for lab ordering.
**Keywords & Metadata**
• **Keywords:** Lab orders, Health Gorilla, LabCorp, Quest, lab integration, electronic ordering, faxing lab orders
• **Categories:** Lab Management, Integration, Workflow Optimization
----- END PAGE https://help.canvasmedical.com/articles/6041713155-how-to-order-labs-and-integrate-with-lab-vendors-in-canvas


----- BEGIN PAGE https://help.canvasmedical.com/articles/6085016786-eprescribing-erx-enrollment
After you submit an ePrescribing (eRx) enrollment request through the [Provider Enrollment Dashboard](https://help.canvasmedical.com/articles/3654117054-using-the-provider-enrollment-dashboard), Canvas Support works with Surescripts to obtain the provider's SPI and enable electronic prescribing.
### What you'll learn
  - What ePrescribing enables
  - What happens after you submit enrollment
  - How to track SPI status
  - Change of Vendor considerations
  - When the provider can start prescribing
## What ePrescribing Enables
Once enrolled, providers can electronically send prescriptions for non-controlled medications directly to pharmacies. This includes antibiotics, blood pressure medications, antacids, and any medication that's not a Schedule II-V controlled substance.
> **Need to prescribe controlled substances?** That requires separate EPCS enrollment. See [Electronic Prescribing of Controlled Substances (EPCS) Enrollment](https://help.canvasmedical.com/articles/8630998726-electronic-prescribing-of-controlled-substances-epcs-enrollment).
## After You Submit Enrollment
Here's what happens on the backend.
  1. Canvas Support receives your enrollment request
  2. Canvas coordinates with Surescripts to obtain the provider's SPI
  3. Surescripts processes the request and assigns the SPI
  4. Canvas Support notifies you when enrollment is complete
## Tracking SPI Status
You can check the status yourself anytime.
  1. Go to the **Triple Line Menu > Provider Enrollment**
  2. Find the provider
  3. Click the provider's name to expand their details
  4. Review the **SPI Status** under Validation Status
     - **Not assigned** : Enrollment still processing
     - **Numbers listed** : SPI obtained, provider can prescribe
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2Fde1171c8-d1a4-424f-95d8-a0f7ef26bc23-1770778463948-image.png-538fd2c5-7623-4da4-a145-36e9325d19d3?Expires=253370764800&Signature=JeaxJBR5jFGkp5KcSnnZKFijeyFpgi2LyXSdlJ7xOFoCbLKffG7tzsGewTrVj4bLVTvc8OTUK-XG6WjtBzv5~PYTEZqHL1~Rb9jDFo26UUWXTGXLaHFrhR19OrIRXur2EN-vegsZ7ebkiJ4~wMxpuc6kkK0nx8scnQ4w~LpM4-XDELoMkhrcV~4D6v0SlLvoAm1suASoHSyggdtDsZJUOXTGL2L0i64czsMIXtfVBsMKLTLi7VFVsgzgIzroc8LE9X7Xy86mPbbbVQBHwUv~P12PgJ69j1ECNIY5wZnqmsDZhuPRstaMvcc4JuIQ3nCpl9i702KTZmvzJjcsm0CPHw__&Key-Pair-Id=K3NV4LZ47N8M46)
## Change of Vendor Considerations
Providers can only receive electronic refill requests under one account per practice location. If the provider already receives electronic refills under another account for the same practice location, a Change of Vendor is required to receive refills in Canvas.
**If Change of Vendor is needed**
  - Canvas Support handles this during the enrollment process
  - If you are aware a COV is needed prior to enrollment, make a note in the enrollment form
  - If not, Canvas Support will notify you and confirm you want them to proceed with COV
  - The COV process can take 1-2 weeks
> **Not ready to switch yet?** No problem—just let Canvas Support know your preferred date. At least 7 days notice is preferred.
**If the provider doesn't want to process a Change of Vendor**
  - Refills can still be received via fax
  - Faxed refill requests will be routed to Data Integration and need to be manually linked and processed in the patient's chart
**If the provider never had electronic refills**
  - No Change of Vendor needed
  - This will automatically apply when the SPI is created with Canvas
## Next Steps
  - **For controlled substance prescribing** : Submit EPCS enrollment via the Provider Enrollment Dashboard. See [Electronic Prescribing of Controlled Substances (EPCS) Enrollment](https://help.canvasmedical.com/articles/8630998726-electronic-prescribing-of-controlled-substances-epcs-enrollment).
  - **For lab ordering** : Submit Lab Ordering enrollment via the Provider Enrollment Dashboard. See [Lab Ordering Enrollment](https://help.canvasmedical.com/articles/1295159245-lab-ordering-enrollment).
## Frequently Asked Questions
### Timeline and process
**Q: How long does enrollment take from start to finish?**
A: Typically 1-3 business days after submitting via the Provider Enrollment Dashboard. If there's any delay on Canvas' end, our support team will notify you with an updated timeline.
**Q: When can the provider start prescribing?**
A: As soon as Canvas Support confirms the SPI has been obtained. No additional setup needed—prescribing is immediately available in Canvas.
**Q: Can my provider prescribe controlled substances after this?**
A: No. ePrescribing only covers non-controlled medications. Controlled substances require additional EPCS enrollment with DrFirst.
**Q: What happens if I try to prescribe before the SPI is obtained?**
A: The prescription will fail. Canvas won't allow it through until the Surescripts connection is confirmed and an SPI has been obtained.
**Q: How will I know when enrollment is complete?**
A: Canvas Support sends notification when the SPI is obtained. You can also check the Provider Enrollment Dashboard—the SPI Status will display the SPI number once it's been created.
### Change of Vendor
**Q: What if we switch to Canvas from another EMR?**
A: Each provider who received electronic refills under another account for the same practice location needs a Change of Vendor. Canvas Support handles this during enrollment—just let them know in your enrollment ticket. Providers who never had electronic refills don't need it.
**Q: How long does Change of Vendor take?**
A: It can take 1-2 weeks since it processes through Surescripts.
**Q: Will the provider lose access to their old EMR during the transition?**
A: Refill requests will route to Canvas once Change of Vendor completes. Coordinate timing with your previous EMR vendor to ensure a smooth transition.
### Patient data
**Q: Why do patients need a complete address for prescriptions?**
A: Pharmacies use this to verify they're filling prescriptions for the correct person. The address confirms location and helps prevent fraud.
**Q: Do I need to update all patient records before the provider starts prescribing?**
A: No need to do it all at once. Most providers update patient records during the prescribing workflow when they encounter an error.
### Multi-location
**Q: Do I need separate enrollments for each practice location?**
A: No. ePrescribing enrollment is per provider, not per location. One enrollment enables prescribing across all locations where they're credentialed.
## Related Articles
  - [Using the Provider Enrollment Dashboard](https://help.canvasmedical.com/articles/3654117054-using-the-provider-enrollment-dashboard)
  - [Preparing Provider Profiles for Enrollment](https://help.canvasmedical.com/articles/1422399386-preparing-provider-profiles-for-enrollment)
  - [Electronic Prescribing of Controlled Substances (EPCS) Enrollment](https://help.canvasmedical.com/articles/8630998726-electronic-prescribing-of-controlled-substances-epcs-enrollment)
  - [Lab Ordering Enrollment](https://help.canvasmedical.com/articles/1295159245-lab-ordering-enrollment)
* * *
**Keywords:** ePrescribing, eRx, SPI, Surescripts Provider Identifier, prescriptions, enrollment timeline, patient information, Change of Vendor, non-controlled medications
**Categories:** Provider Enrollment, ePrescribing
**Roles:** Practice Manager, Administrator, Clinical Staff
----- END PAGE https://help.canvasmedical.com/articles/6085016786-eprescribing-erx-enrollment


----- BEGIN PAGE https://help.canvasmedical.com/articles/6105998178-managing-provider-availability
Managing provider availability is essential for effective patient scheduling and practice workflow. For new implementations, Canvas manages provider availability through the **Provider Availability plugin**.
The Provider Availability plugin lets administrators configure provider schedules and scheduling rules directly in Canvas. Use this workflow for new provider availability implementations.
# User's Guide
## Overview
Patient appointments are scheduled in Canvas. Provider availability is managed through the Provider Availability plugin, which calculates available appointment slots based on configured provider schedules, appointment rules, holds, blocks, and related scheduling settings.
Some legacy implementations may still use Google Calendar sync for provider availability. If your organization uses Google Calendar sync, follow the Google Calendar guidance in this article. If you are unsure which workflow your organization uses, contact Canvas Support.
## Managing provider schedules with the Provider Availability plugin
After the Provider Availability plugin is installed for your organization, authorized users can manage availability from the **Provider Availability** app in Canvas.
  1. Open the provider menu in Canvas.
  2. Select **Provider Availability**.
  3. Choose the provider whose schedule you want to manage.
  4. Add or update the provider's recurring availability, one-time availability, blocks, holds, buffers, and related scheduling rules as needed.
  5. Save your changes and confirm that the schedule view reflects the expected available slots.
## Managing provider schedules with Google Calendar sync
Some legacy organizations manage provider availability through Google Calendar sync. For those organizations, Canvas reads availability from calendars that follow the expected Canvas naming and configuration conventions.
Canvas uses separate calendar types to determine when a provider can be booked, when they are unavailable, and which appointment types are allowed. When configuring or troubleshooting Google Calendar availability, confirm the following:
  - The provider has the required Canvas-managed Google calendars for availability, blocks, and appointment-type-specific availability.
  - Calendar names follow the expected Canvas naming convention, including the correct location suffix when availability is location-specific.
  - The staff key is included in the calendar description where required so Canvas can associate the calendar with the correct provider.
  - Appointment-type restrictions are represented on the appropriate availability calendar so Canvas only shows slots for the intended visit or note types.
**Needs feature-owner confirmation before publishing:** confirm the exact four Google Calendar types Canvas currently reads, the precise location suffix format, and the current staff-key description requirement.
## Bulk importing availability
For larger schedule updates, use the plugin's CSV import workflow where available. Bulk import is useful when setting up many providers, migrating schedules, or making broad schedule changes.
  1. Prepare the provider availability CSV according to your implementation team's format.
  2. Import the CSV through the Provider Availability workflow.
  3. Review the imported schedules for accuracy.
  4. Confirm that appointment slots appear as expected in Canvas scheduling.
## Same-day and next-day holds
The Provider Availability plugin can support same-day and next-day holds. These holds reserve appointment slots until the configured release time, helping teams protect urgent or near-term access.
  - **Same-day holds** reserve slots that become available on the day of the appointment.
  - **Next-day holds** reserve slots that become available before the next appointment day.
## Limiting availability by visit or note type
Availability can be configured to support more granular scheduling rules, such as limiting certain appointment slots to specific visit or note types. When these restrictions are configured, Canvas filters appointment slots during booking so users only see appropriate options.
For Provider Availability plugin implementations, configure visit- or note-type restrictions in the Provider Availability app.
For legacy Google Calendar implementations, appointment-type-specific availability is controlled by the relevant Google Calendar configuration. Confirm that the calendar name, location suffix, staff-key description, and appointment-type restriction match the intended scheduling behavior.
## Troubleshooting
If a provider's availability does not appear as expected:
  - Confirm whether the organization uses the Provider Availability plugin or legacy Google Calendar sync.
  - For Provider Availability plugin implementations, confirm the plugin is installed and enabled for the environment.
  - Confirm the user has access to the Provider Availability app, if using the plugin workflow.
  - Review the provider's configured schedule, blocks, holds, buffers, and appointment-type restrictions.
  - Confirm the provider is associated with the relevant practice location and schedulable staff configuration.
  - For bulk imports, confirm the CSV was imported successfully and that provider identifiers matched the expected Canvas records.
  - For legacy Google Calendar sync, confirm the provider's calendars follow the expected Canvas naming convention, location suffix rule, staff-key description requirement, and appointment-type restriction setup.
## FAQ
**Q: Do new implementations need Canvas-created Google Calendars for provider availability?**
A: No. New implementations should use the Provider Availability plugin.
**Q: Can providers or administrators manage availability directly?**
A: Yes, authorized users can manage schedules through the Provider Availability app in Canvas.
**Q: Does provider availability create patient appointments?**
A: No. Provider availability controls when appointments can be booked. Patient appointments are still created in Canvas.
**Q: What if my organization already uses Google Calendar sync?**
A: Some legacy organizations may still use Google Calendar sync. Follow the Google Calendar guidance in this article and confirm your organization's current workflow with Canvas Support if anything is unclear.
## Related Resources
  - [Managing Staff Members](https://help.canvasmedical.com/articles/4283873790-add-a-new-staff-member)
  - [Provider Availability plugin](https://github.com/canvas-medical/gtm-extensions/tree/main/provider-availability/provider_availability)
* * *
**Keywords:** provider availability, Provider Availability plugin, Google Calendar sync, scheduling, appointment scheduling, provider scheduling, availability management, bulk import, same-day holds, next-day holds, visit type availability, note type availability
**Categories:** Practice Management, Scheduling, Provider Management, Administrative Configurations
----- END PAGE https://help.canvasmedical.com/articles/6105998178-managing-provider-availability


----- BEGIN PAGE https://help.canvasmedical.com/articles/6255444430-patient-message-inbox
The Patient Message Inbox provides a centralized location for managing patient communications sent through the Canvas Patient App. This article explains how to access, filter, read, and respond to patient messages while ensuring timely communication and effective care coordination.
# User's Guide
## Accessing Patient Messages
Patient messages can be accessed directly from the Schedule View in the user panel.
  1. Navigate to the schedule view
  2. Click the speech bubble in the user panel
     - The red badge icon indicates the number of unread messages for the user.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1762788369522-image.png?Expires=253370764800&Signature=lRIRccyLkj0CUC1-OvaUYRzpupIz4YoM3fRyNkIkDFhAyPkX8t6v4v6AO53tZpP~7ne4bNQDbjDVvfMIdLmgmVlNdI0EF0HLvNWOOklcLbX99YN11AcuTShzg41VahIdLCresaDy~3umZJbA~Yu2U1f82kdpcy4VMTQe9WV7lGGEeYjTymqQ8Z01Nc~4Deb0HmzPCFZIgqKpdXgVK~KTPnSA-Izz3jFoTM~1uyC9Yyq9QGvLbSqw64Ntrx9K11MErJGdMntaoj6745avF3AWUwbu8Mk7w5YGFGujZcb7DQ9pIyD0JkK4Vopxz42D7b1fxenH-feRsXDVscVus7P9GA__&Key-Pair-Id=K3NV4LZ47N8M46)
  3. The message view will open to show all unread messages for the logged in user.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1762788508351-image.png?Expires=253370764800&Signature=uAoIP22aKcUSEFU8sHyxg-QJAJ8dRnjvplEvGAsSd392l85VsJQ5STm4ImwSCHEDZ0vW4ctoZB6GkgqDcqnRSzw64718kVV5H1Wa1jyHdoZq6B4jzgUnB4p0YYl0JIB2U4rqrldyW7Mc3rNP3uhjOpQk0xDBuP2kWL2CV54JoWS1ceMzrVSVWl2zd94uD2TxyI3TsM3KrjwPFVv2DLMq8dDBXymEfYird1IPvICmasN6AS86lHZTk3h5aFMgBNBkLD8MypVY1TXvWa7Zq8kpodgWMK9oMEi7r0vFkPhpRobDqH6-P8J-PDeLTGzHk9Ncl9hIp6FWKxx4-97SEl0fuQ__&Key-Pair-Id=K3NV4LZ47N8M46)
  4. Click the message to be brought to the patient's chart
## Reading Patient Messages
To view and mark messages as read:
  1. Navigate to the desired patient chart
  2. Locate new messages by finding the speech bubble icon with down arrow and blue dot
  3. Click on the desired message to expand it
  4. Click the image within the 
  5. Select "Mark as Read"
  6. Click on the patient name within the message to navigate to their chart if needed
### Filtering Messages
The Message header provides filtering options to help you organize and prioritize your inbox. By default the message view will default to the unread messages for the logged in user. The view can be changed by modifying the filters.
  1. Select the drop-down menu of the desired filter
     - **Status:** Filter by read or unread messages
       - **Unread**
       - **Read**
     - **Recipient:** Filter by specific users
       - **Me** : logged in user
       - **Any** : all users
       - **Other staff** : all staff excluding the user
       - **Individual** : select the name of an individual staff member to view only their messages
### Understanding Message Types and Icons
Messages are visually distinguished by icons and indicators:
  - **New incoming messages:** Speech bubble icon with down arrow and blue dot, with "New Message" text displayed in the title. The recipient's profile picture and name appear to the right of the message.
  - **Outgoing messages:** Speech bubble with up arrow icon displayed before the message
  - **API-received messages:** Display a "Received" timestamp to the right of the message. Hover over the "Received" text to view the full date. The timestamp becomes visible when the message note is expanded.
  - **Incoming messages:** Speech bubble with down arrow icon displayed before the message
### Reading Patient Messages
To view and mark messages as read:
  1. Navigate to the desired patient chart
  2. Locate new messages by finding the speech bubble icon with down arrow and blue dot
  3. Click on the desired message to expand it
  4. Select "Mark as Read"
  5. Click on the patient name within the message to navigate to their chart if needed
**NOTE:** The default recipient of an incoming patient message is the patient's assigned care team lead. For more information, see the Care Teams knowledge center article.
### Sending Messages to Patients
To send a message to a patient:
  1. Navigate to the patient chart
  2. Select "Message" under the New Note dropdown
  3. Type your message or select a template in the appropriate field
  4. If needed, select the correct location
  5. Click "Send"
## Configuration & Set Up
### Care Team Assignment
Patient messages automatically route to the designated care team lead for each patient. To ensure proper message delivery:
  - **Prerequisites:** Patients must have a Team Lead assigned in their Care Team
  - **Admin permissions:** Care team assignments are managed through the Care Team settings
**Important:** If a patient does not have a Team Lead assigned, messages sent from that patient will not automatically assign to any individual user.
### Patient App Link Expiration
Patient app access links have built-in security features:
  - Links expire after being clicked
  - Links expire 3 hours after being sent if not opened
  - Expiration time can be configured in Organization Settings under `accessTokenExpirationInSeconds`
## FAQ & Troubleshooting
**Q: How can I manage messages for my provider?**
A: Use the filters to filter by your provider to see incoming messages. Once the panel is filtered as desired, create a bookmark in Chrome as an easy link back to this view.
**Q: What happens if the patient does not have a Team Lead in the Care Team?**
A: A message sent from the patient will not automatically assign to an individual user. Ensure all patients have a designated Team Lead for proper message routing.
**Q: Do patient app links expire?**
A: Yes, links expire after being clicked and also expire 3 hours after being sent if not opened. This can be configured in Organization Settings under `accessTokenExpirationInSeconds`.
## Related Resources
  - **Care Teams** – Learn how to assign and manage care team leads for proper message routing
  - **Patient App Overview** – Understanding patient communication capabilities
  - **Organization Settings** – Configure patient app link expiration settings
**Keywords:** patient messages, inbox, patient app, care team, message filtering, patient communication, unread messages
**Categories:** Patient Communication, Patient App, Care Team Management
----- END PAGE https://help.canvasmedical.com/articles/6255444430-patient-message-inbox


----- BEGIN PAGE https://help.canvasmedical.com/articles/6258026160-network-settings
Canvas is a web application that is dependent on a strong network connection. When a network connection is lost, users can expect to be notified immediately so that immediate actions to re-establish connection can be taken. This way users will not continue to enter content that will be lost, because it cannot be saved to the database when connection is lost.
## FAQ
**Q:** Where will the error message appear?
**A:** The error message will appear in any open (unlocked/unsigned) notes, including chart reviews. It will NOT appear in open Messages or Letters.
## Step By Step
### Enable timeout settings
  - The `noteFetchTimeout` flag must be enabled in your environment to be able to configure timeout settings. Please contact Canvas Support to enable this flag.
### Example of Network Connection Lost Message
You can mimic a lost connection by accessing the DevTools within Chrome. Proceed to a chart with an unsigned/unlocked note. Click the triple dot menu in the top right of your browser. Select More Tools and then Developer Tools. Select the Network panel and choose Offline from the No Throttling dropdown menu. Doing so will prompt the error message to appear in Canvas.
----- END PAGE https://help.canvasmedical.com/articles/6258026160-network-settings


----- BEGIN PAGE https://help.canvasmedical.com/articles/6307219926-fee-schedule
# Introduction
Managing your Fee Schedule is essential for ensuring proper reimbursement of the services provided by your practice. The Fee Schedule allows you to define procedure codes, set charge amounts, and manage payor-specific pricing to optimize your revenue cycle. This article explains how to create, manage, and configure fee schedules and payor-specific charges within Canvas Medical.
# User's Guide
## Understanding Fee Schedule Components
Each procedure code in your fee schedule includes several key components:
  - **CPT code** : The procedure code (CPT, HCPCS, or custom codes are supported)
  - **Name** : Used in the Perform command, on the billing footer, and on claims
  - **Short name** : Used for patient bills
  - **Charge amount** : The standard fee for the procedure
  - **Effective date** : Codes that are not effective in relation to the note date of service (DOS) will not be available for use
  - **End date** : Optional expiration date that prevents future use of the code
  - **Code system** : CPT or Internal (HCPCS codes are categorized as CPT)
  - **NDC code** : Used for vaccines and medications dispensed
## Adding New Procedure Codes
To add a new procedure code to your fee schedule navigate to `admin` > `Quality & Revenue` > `Fee Schedule`:
  1. Click **Add fee schedule +** in the top right corner
  2. Complete the procedure code form with all required fields
  3. Ensure the effective date covers any past services if needed
  4. Save your changes
## Managing Existing Procedure Codes
**Editing Single Codes:**
  - Click into an existing procedure code
  - Make changes as needed
  - Save your updates
**Bulk Updates:**
  - Export your current fee schedule
  - Make changes in the exported file
  - Import the updated file following the import instructions
**Removing Codes:**
  - Add an expiration date to make the code inactive
  - The code will no longer be available for future use
## Working with Payor-Specific Charges
Payor-specific charges allow you to set different rates for specific insurance providers or transactors. These charges override the standard fee schedule amount for designated payors.
**Important Requirements:**
  - You cannot add a payor-specific charge with an effective date prior to the fee schedule effective date
  - You cannot add a payor-specific charge with an end date after the fee schedule end date
  - Capitated charges are typically set to $0.01 for reporting purposes. If you prefer to use $0.00 charges, we can collaborate with [Claim.MD](http://Claim.MD) to enable this setting.
# Configuration & Set Up
### Importing Fee Schedules
You can bulk upload your fee schedule using the import tool:
  1. Prepare a CSV file with 4 columns that match the exact formatting 
     1. `cpt_code`
     2. `name`
     3. `short_name`
     4. `charge_amount`
     5. `eff_date`
     6. `end_date`
  2. The dates need to be in the format `YYYY-MM-DD` ( e.g 2024-04-23)
  3. Note that the effective date will default to the day the file is loaded if it is left empty in the row
  4. Existing codes will be updated to reflect the imported data
  5. Preview changes before completing the import
  6. Any existing codes will be updated to match the imported file
![import-fee-schedule](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730590251177-import-fee-schedule.gif-2c4122bb-3b02-4ae1-bf57-a3071dd1ee82?Expires=253370764800&Signature=h~-wKBjp2aWb1GuI5-mvE63eru-BP8eiBf~7GhU1ccTr7Jv1FcmIv3AhnG57EDi98ECZiQle6rC0yOp3eStWl7-ZS~vzbR6AlPtyo9BLTVZlBnvnu1S4ZcjCPfLl4K5aqSTRdMX32SN04AZZnSR-H~2uxLHxk4jmc9HIyN2vHXjqyOVDvqTkVwDCwWTHm4vNS1ScK~1EF62vCHem8CnExcyTTAZav3RlYQdLORyuZ3BydVv9l7GtN-wFiiJVvLjaGHEHEiJllAKCkpP2aqBZ1O~Gs1x8xbwsl4HCNO9S1h3HPXSmT~5BClMieE-3Tc8vagm0hS8tdVx7ehEtHLXIWg__&Key-Pair-Id=K3NV4LZ47N8M46)
### Setting Up Payor-Specific Charges
Adding Payor-Specific Charges:
  1. Begin in admin and navigate to **Payor specific charges**
  2. Select **\+ Add another Payor specific charge** button under the Payor Specific charges section
  3. Click into the transactor field to select from the populated menu
  4. Enter the charge amount for that specific transactor OR select the checkbox for "part of the capitated set" if appropriate
  5. Enter an effective date
  6. Enter an end date (optional)
  7. Select **Save**
# FAQ & Troubleshooting
**Q: Why can't I use a procedure code for a past date of service?**
A: The code's effective date must be on or before the date of service. Make sure to backdate the effective date if you need to cover services provided in the past.
**Q: What's the difference between "Name" and "Short name" fields?**
A: The "Name" field appears in the Perform command, billing footer, and claims, while the "Short name" is used specifically for patient bills.
**Q: Can I set different charges for different insurance companies?**
A: Yes, you can set payor-specific charges that override the standard fee schedule amount for specific transactors or insurance providers.
**Q: What does "part of the capitated set" mean?**
A: Selecting this checkbox sets the charge to $0.00 and indicates the payor-specific charge is used for reporting purposes only, typically in capitated payment arrangements.
**Q: How do I handle expired procedure codes?**
A: Add an end date to make the code inactive. This prevents the code from being used going forward while preserving historical data.
# Related Resources
  - [Claim Management](/articles/9992348572)
  - [Command | Perform](/articles/5988007695)
  - [Vaccine Inventory Management](/articles/6442909989)
* * *
**Keywords:** fee schedule, procedure codes, CPT codes, HCPCS, payor-specific charges, billing, revenue cycle, claims, insurance, transactors, capitated payments
**Categories:** Revenue Management, Billing, Fee Schedules, Insurance
----- END PAGE https://help.canvasmedical.com/articles/6307219926-fee-schedule


----- BEGIN PAGE https://help.canvasmedical.com/articles/6308348097-command-private-note
Private Notes allows providers to document information that is visible only to the originator, ensuring privacy and confidentiality. These notes are intended for provider-specific documentation, not for patient-focused purposes. This feature is designed with psychotherapy notes in mind and includes administrative controls for practice management.
To enable the Private Notes command, the practice must [contact Canvas Support](https://portal.usepylon.com/canvas-medical/forms/standard) to activate this permission.
## Privacy Features
  - **Privacy:** Content remains private to the originator and only visible to the creator of the command. Automations involving these notes should not be shared with others.
  - **Printing:** Disabled for this command. Content will not appear on any printed documents or full chart PDFs.
**Compliance and Confidentiality**
While the Private Notes feature is designed with psychotherapy notes in mind, practices should consult their legal counsel to ensure the feature complies with their specific definition of psychotherapy notes and any applicable HIPAA regulations.
# User's Guide
## Using the Private Notes Command
  - Within a new or existing note in a patient chart, type **Private** and select the **Private Notes** command from the dropdown list
  - Type private note into free text field of the command
  - Once details of the private note is complete, click **RECORD**
This feature is accessible only to the originator, and cannot be viewed by other users. If another user accesses a note containing the **Private Notes** command, they will encounter the following message: **This content is only visible to the logged-in user who originated the command.**
# Configuration & Set Up
## Managing Private Notes in Admin 
Designated Canvas admins can access Private Notes settings to manage any necessary actions.
### Reviewing Private Note Command Details
Available for practices that require oversight during training or review processes
  - Go to **Practice: Private Notes** under **Settings**
  - Locate the relevant patient and command that needs evaluation
  - Click the associated blue **PK** link to access details
    - **Originator** : The user who created the command
    - **Editors** : Should consistently be two
    - **Deleted** : Indicates if the command has been removed by an administrator
    - **Committer** : The user who finalized the command
    - **Patient** : The patient associated with the command
    - **Note** : The note where the command was entered
    - **Text** : Full text contained in the command
### Printing Private Notes
When a provider exits the practice, administrators can generate and manage Private Notes to facilitate a smooth transition of patient information.
  - Navigate to **Practice: Private Notes** under **Settings**
  - Mark the checkbox(es) next to the necessary commands for printing
  - Choose **Print selected commands** from the **Actions** dropdown menu
  - Click **Go** to implement changes
### Deleting Practice Note Command
After completing the printing, notes can be erased if deemed necessary.
  - Navigate to **Practice: Private Notes** under **Settings**
  - Mark the checkbox(es) next to the commands that require deletion
  - Choose **Delete selected commands** from the **Actions** dropdown menu
  - Click **Go** to finalize changes
# FAQ & Troubleshooting
**Q: Who can see Private Notes?**
A: Only the originator of the Private Notes command can view its content. Other users will see a message indicating that the content is restricted to the originator. If an admin has been granted access to **Private Notes** in the settings, they will be able to access the text within the command by navigating to the command settings.
**Q: Will Private Notes appear on printed documents?**
A: No, Private Notes are disabled for printing and will not appear on any printed documents or full chart PDFs. If needed, designated admins can print notes from **Practice: Private Notes** under **Settings**.
**Q: What is the red designation next to Private Notes?**
A: The red designation indicates that Private Notes is categorized as an Internal Command. This visual indicator appears to the left of the command and in the note heading.
**Q: How do I enable Private Notes for my practice?**
A: [Contact Canvas Support](https://portal.usepylon.com/canvas-medical/forms/standard) to activate the Private Notes command for your practice.
## Related Resources
[Introduction to Commands](https://canvas-medical.help.usepylon.com/articles/4129367510-commands-introduction)
* * *
**Keywords:** private notes, internal commands, psychotherapy notes, provider documentation, administrative management, confidentiality
**Categories:** Documentation, Administrative Features, Privacy & Security
----- END PAGE https://help.canvasmedical.com/articles/6308348097-command-private-note


----- BEGIN PAGE https://help.canvasmedical.com/articles/6405678539-activating-epcs-grants-with-drfirst
After a provider completes their DrFirst EPCS enrollment, you'll need to activate their grant before they can prescribe controlled substances. This process requires both you and the provider to be available at the same time.
> **Different from the Provider Enrollment Dashboard?** Yes—this article covers the DrFirst EPCS Dashboard where you activate grants. For submitting enrollment requests, see [Using the Provider Enrollment Dashboard](https://help.canvasmedical.com/articles/3654117054-using-the-provider-enrollment-dashboard).
### What you'll learn
  - Prerequisites before activating a grant
  - How to access the DrFirst EPCS Dashboard
  - Step-by-step grant activation process
  - Provider status meanings
  - When to notify Canvas Support
## Prerequisites
Before you can activate a provider's grant
  - Provider has completed all DrFirst enrollment steps
  - Provider's status shows **NO_ACTIVE_GRANT** in the EPCS Dashboard
  - You have the EPCS Administrator role assigned in your staff profile
  - Provider is available to complete two-factor authentication with you
> **Need EPCS Administrator access?** Contact your practice administrator to have the role assigned to your staff profile.
## Accessing the EPCS Dashboard
  1. Go to **Settings > EPCS Dashboard**
  2. Click **Launch DrFirst Logical Access Area**
  3. Click **Launch Logical Access Area** again
![2026-01-31_12-35-09 \(1\).gif](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F24ea1c23-fa7c-4e99-b06d-9f7ddb60f99c-1769881007565-2026-01-31_12-35-09%2525281%252529.gif-53341978-4dea-40fd-8f7f-214a21ce3d27?Expires=253370764800&Signature=YeYePsJ1Sja32aNoK5N3pOKpn--cJEaiX3jGrJ34W5Oqzf8T2dGR9Fjb9Hv-s9-e~qQv-5O1AFiKlfa5ufb~ySxJApW9ac3BWDMekj2Ta-Nz7q1jCG~m75UC6GJxqSwwNcwEcd9UFckWhcXGU0v1cFydcKly1nXsMYEDLNy~sa0xhaZxckvZn~8vO4SDtwGWqyWv9~OOixHe5~cNy~HYzKw3eZ3Jd5WPdeDPsT3Hd5pv0E~Wm44pomCaNLSWbjMdI-Z~7zYe-csGbjLimWgQxEIkhQUH34VdWAurnHYq4Rn2SUi9pO4GOtN2W-FXDclT6ckCV7SMOdrdjS9IpIifpQ__&Key-Pair-Id=K3NV4LZ47N8M46)
## Activating Provider Grants
You'll need to coordinate with the provider for this process since they'll enter their passphrase and token during activation.
  1. Use the search field to find the provider by name or NPI number
  2. Select the **Active** radio button to authorize the provider for EPCS
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2Fecb569d4-6c93-4928-9be6-79f83ec075f7-1769881810313-image.png-19af7b48-7507-4ea6-a957-970e11115e3f?Expires=253370764800&Signature=pD2qL2CUWVUrQzSS~IkRre0WtpdeAfsRVtBHW0Gud-RzH6TT0mXEEbAIP6EpC5sXZcyQoKqVtwz-U-VejabXtQEIpbFShBiuhEevQaQyzSfawyo8vBYH1LfoXTUI4WG~R6HPEkNr7fxcIirranu8pzPDL8~Lws2Xipvf4D3PmewHBpZDDjSUbCv1wJruYK4XFUlOfPe6cEjKhlr~l9gR60~sy9cDP3VoeJj33-qcmmNEnhKj539hu8Q9UCVQ4d0T2AdxDxm69EBH-5jhnfQIdgxzxkteL6SYWRk2FkCfBGapQNqqQrCd~bWUBcrWq9O7EathwsYLmiOQ-o7m-8jpog__&Key-Pair-Id=K3NV4LZ47N8M46)
  3. Enter your name as shown at the top of the screen — this serves as your electronic signature and will be included in DEA auditable event records
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2Ff01e7a61-9aed-4ab1-84c5-2759eb678fcf-1769881899480-image.png-1ee24d91-882a-4b43-894b-1035cc207442?Expires=253370764800&Signature=NWaElI7aPBxn7-CPDOQCbt1Fmf1b93CHfQnjp0piofeJIBcSI5IfWu33i5cdRV9dtworW-6vbC~~T8FZ4xc1RqGPxHfS5DqnpabpKl6MX8BQfpOvo-d~OldmuiVoLJ17ymbN2dGdLNdQ03c5AcunZb-aC1LDufJ3eGpOk3fAc5uc4Q9yI5ihxVF-rymSbkbspILNBcjT9QKqxkVYGfi86w6AqjloN-xAOfPisXn8GqsJdedWBGUPrWiG6i1hBzszwoPr5jyn0l7dIuB4o3M82DOpVhUIA0ulsxTGYxZYYEC~nuMJJEq3sp1P~oSBPF3a2Xhx2nhC6Jzb6qWbBCEFKQ__&Key-Pair-Id=K3NV4LZ47N8M46)
  4. Enter the provider's NPI number in the **Authorizing Prescriber** field
  5. Click **Validate**
  6. Additional authentication fields will appear
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2Fa42534c1-20d2-4456-b61a-884ec5c98501-1769882301341-image.png-a3317255-2755-4301-98ce-4017a74eb526?Expires=253370764800&Signature=eKULfrTKnrfGRwMKO2yE1JAlovsWsb7lK2-ocXetxyXiRqtcXgwVDNxhVVk83Y8cC4W7nIaFirwlcutLx8PqSZ0rCExQDbTVTH-Z5Yn3XBJqMv44r6luu26iYhkegFpbXkO5gNepBYeRscYPtOrysbz3ogAyvuPXSssvGFtOsVC18WFgq-KbqlXlvEtHfPxIHCDgmOBrYZnb-HM5g3QkbFU-mHi7-acQk3SsQ0pNVhngJlbUmDTW~W3wHZcLWu2nadVLeohuJnn4MW4lG88DqPK9Uq-xmq2-KL4c9izvcke7jKBX8eKD5TJi2CdVxB58MDRAR6ZND~F1yY18D2oeUA__&Key-Pair-Id=K3NV4LZ47N8M46)
  7. Have the provider enter their passphrase and OTP token into the appropriate fields
  8. Click **Authorize** immediately after the passphrase and token are entered — the token expires every 30 seconds
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F5786fea9-78c9-44fb-ad85-75e3db267edf-1769882579357-image.png-301026ac-d8d7-488c-b624-02e1d3fe3f8d?Expires=253370764800&Signature=GPkqjKcPTy8caK-inuoIcQag~EAcqpeKX90b~RQSu-~uSrlCKUovh~zDhbNzaGghaJHYFq2D9WTO-kw--w2zTo1SKuTOrMQM2CAeEu1KowYoC5ohnp70yK9ov-pgvNESmra~HJ5PUBRqSBUd83Og-LIUgoRtj9hAaK8biR2xRWY8IT4HlyFpXH4Sb7bXW8t97njpyjklYuauWG16PL-wBKY2vM1-EiV-iXhOvyUMuy2F1ltaqfXxJqzRBSBr8CBn61D-lQG3F07kEv-dnW06rr5l9CzogKfJkZuWEZuuCRvXDmdGYhXcvcW9BbrQPvO3tkGxXa2a5gbRrrG3oN44dw__&Key-Pair-Id=K3NV4LZ47N8M46)
## After Activation
Once activation is successful:
  1. The LAC will show the provider was updated to Active
  2. Click **Refresh** in the LAC utility to confirm the status changed to ENROLLED
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2Fdf5bdcef-0868-4e88-8657-bd3bd218eac0-1769882845382-image.png-21adb849-eb39-4b1c-bd7c-a97a6c0dc4c6?Expires=253370764800&Signature=C7bYHvaNA2PM3CXTsAnc0WUBt~Pz4zRiIsj7RjdcVOAsHWadWyyrly4LSivFnm9dbVKmTied-PYrOL8cVYQTJeOK51Yb78pOa8oVpnthbdq8xdCci4JhCAWF4jAN3hW3kRB9LdDLbURG3n344QPHJO2WuNzZ1QQHecLBYu9NHPWzRv75EXvRL8KyYmGyD9nhPtSno4tysQ0azO6-T4uT4S5s2-Wea5yFJUsf9hFETyOUT4BffWY58dGjwU5Kctmq7o6UwLdiCOPKdzLrRzFAzM-iaHHCrEB4CuYFLm7pnhV67y9gzkn59BdrME~V8IBB0LmqzwQETwGXGqdUzXm3Wg__&Key-Pair-Id=K3NV4LZ47N8M46)
  3. Notify Canvas Support in the enrollment ticket that the grant has been activated. It can 24 hours for the status to update with DrFirst
  4. Canvas Support finalizes enrollment once status updates and provides an update once complete.
The provider can prescribe controlled substances once Canvas Support confirms enrollment is finalized.
## Provider Status Reference
You can find these statuses under **Settings > EPCS Dashboard** in the provider table under EPCS Status.
  - **INVITED** : Canvas sent the DrFirst invite. Provider needs to start enrollment.
  - **IDPVERIFIED** : Identity proofing is done, but the provider didn't click **Check Status**. If within 24 hours, provider needs to return to DrFirst and click it. After 24 hours, they need a new invite.
  - **IDPFAILED** : Provider did not pass identity proofing with Experian. They have 3 attempts to pass identity proofing. If not, you will need to request we send a new invite to the provider.
  - **TOKENBOUND** : Verification code was sent via postal mail. Can take up to 2 weeks to arrive.
  - **NO_ACTIVE_GRANT** : Provider completed all steps. Ready for you to activate their grant.
  - **ENROLLED** : Grant is active. Notify Canvas Support to finalize.
  - **DISABLED** : EPCS access has been turned off. Provider must re-enroll from scratch.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F5895d8f5-7080-4322-ad58-bb1be873be5d-1769884094367-image.png-ced6b8db-6aa8-47af-bf57-cc476c48f8f3?Expires=253370764800&Signature=tv~vzAPs~PqT5EkjdVvGvdBuXlearz7CWb6qQm4cxsC4p6olMVAHQKW0F~Q9i~e-9rz2fh108h7S81O29HEmvSVyhiZ8aCPYCDT0Td3CmsTbYxRBGBd1u5BB5moRX~KwGcpU8fbN3StCtVEJyHSidAG9ccb-~onLRZTqYpKNnXI~73~InKC~yEo6peBkpjQV~QvYpavdE7hfAfUts0XPwgoLIPkuZehP5JfvHlVKAHK5v~RWcgYzdL6xorb2isX-uQ65gpXWtBIe0oZzdBQt21BKZdpTLRXHRrfbnEvE88fIQbQUIRn~mafY9W0EmQp0xudK-ijkDdzznAZYyROhqw__&Key-Pair-Id=K3NV4LZ47N8M46)
## Frequently Asked Questions
### Grant activation process
**Q: How long does grant activation take?**
A: The activation process itself takes 5-10 minutes if all information is ready. However, it can take up to 24 hours after activation to update in DrFirst. Canvas can't finalize enrollment until the grant shows as Active.
**Q: Can I activate multiple providers at once?**
A: No. Each provider requires individual grant activation with separate two-factor authentication.
**Q: What if the provider being activated isn't available?**
A: Another EPCS-enabled provider with a valid passphrase and token can complete the two-factor authentication step on their behalf.
**Q: How long is the one-time pin valid?**
A: The OTP token expires every 30 seconds. You must click Authorize before the pin expires.
### Administrator access
**Q: Who can be an EPCS Administrator?**
A: An EPCS Administrator can be an administrative staff member and does not need to be a prescribing provider. The key restriction is that the EPCS Administrator cannot be someone who is actively prescribing medications.
More than one staff member can have the EPCS Administrator role, but we recommend limiting the number of staff with this access.
**Q: Can any staff member activate grants?**
A: No. Only users with EPCS Administrator permissions can access the EPCS Dashboard and activate grants.
### Provider status
**Q: What does IDPVERIFIED status mean?**
A: The provider completed identity proofing but didn't return to DrFirst to click Check Status. If it's been more than 24 hours, they need a new invite to restart.
**Q: Provider status shows TOKENBOUND for 3 weeks. What should I do?**
A: The verification code was sent via postal mail and can take up to 2 weeks to arrive. If it's been more than 3 weeks and no letter has arrived, contact [DrFirst support](https://help.drfirst.com/hc/en-us).
**Q: Can I deactivate a provider's EPCS access temporarily?**
A: Yes. Follow the deactivation process. To reactivate, you'll need to complete the full activation process again.
## Related Articles
  - [Using the Provider Enrollment Dashboard](https://help.canvasmedical.com/articles/3654117054-using-the-provider-enrollment-dashboard)
  - [Electronic Prescribing of Controlled Substances (EPCS) Enrollment](https://help.canvasmedical.com/articles/8630998726-electronic-prescribing-of-controlled-substances-epcs-enrollment)
  - [Preparing Provider Profiles for Enrollment](https://help.canvasmedical.com/articles/1422399386-preparing-provider-profiles-for-enrollment)
  - [ePrescribing (eRx) Enrollment](https://help.canvasmedical.com/articles/6085016786-eprescribing-erx-enrollment)
* * *
**Keywords:** EPCS grant activation, DrFirst EPCS Dashboard, administrator, grant management, provider status, signing passphrase, OTP token
**Categories:** Provider Enrollment, EPCS, Administrator Tools
**Roles:** EPCS Administrator, Provider
----- END PAGE https://help.canvasmedical.com/articles/6405678539-activating-epcs-grants-with-drfirst


----- BEGIN PAGE https://help.canvasmedical.com/articles/6442909989-vaccines-vaccine-lots
Effective vaccine inventory management is essential for ensuring availability, reducing waste, and maintaining compliance with healthcare regulations. Canvas simplifies this process with an integrated inventory system that allows providers to track stock levels, monitor expiration dates, and document administration in real time.
# Documenting Vaccines and Vaccine Lots
There are two admin pages to be aware of for this workflow --- our vaccine and vaccine lots setting pages. 
## Benefits of Vaccine Inventory Management
  - **Accuracy:** Tracks real-time stock levels and administration.
  - **Compliance:** Ensures adherence to healthcare regulations.
  - **Efficiency:** Simplifies vaccine setup and reduces errors in documentation.
## Vaccines
Vaccines will populate under the immunization command
  - Vaccines are managed under **Quality & Revenue: Vaccines** in Settings. Click `ADD VACCINE +` to add to inventory
  - Complete fields. Bolded fields are required
    - **Charges** :**** Associate a CPT charge code
      - If the code is not found, then add the code to the practice's Fee Schedule[.](https://canvas-medical.zendesk.com/hc/en-us/articles/360056365574)
**TIP:** Hold down Ctrl for Windows or Command for Mac to select more than one charge. 
    - **Payer** :**** Designate vaccine for a specific payer. Example: Medicaid
    - **Cvx code**
    - **Name**
    - **Short name** :**** Brand name or short generic
    - **NDC code**
    - **MVX code**
    - **Route:** Method the vaccine is administered into the body
    - **Active**
    - **Units** : Defaults to 1
  - Click `Save` or scroll down to **Vaccine Lot** to add the additional information
## Vaccine Lot
Within this same admin page you can document lots or you can go directly to the vaccine lots admin page to do the same. 
### Adding Vaccine Lots from Vaccines Settings
  - Add **Vaccine lots** from **Vaccines** setting by clicking `+ Add another Vaccine Lot`
  - Complete fields. Required fields will be bolded
    - **Lot Number**
    - **NDC Code**
    - **MVX Code**
    - **Expiration Date**
    - **Diluent Lot Number**
    - **Diluent Expiration Date**
    - **Starting Inventory**
    - **Quantity Adjustment**
    - **Adjustment Notes**
    - **Vaccine**
  - Click `+ Add another Vaccine lot` if additional lots are needed
### Adding Vaccine Lots via Vaccine Lots Settings
  - Vaccine lots can also be managed under **Quality & Revenue: Vaccine Lots**. If a new lot is needed, `ADD VACCINE LOT +`
  - Process will be completed the same as above.
Once you save you will also see the _On hand inventory:_ field populate with the total number of available vaccines
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1729629108780-Screenshot2024-10-22at4.31.00PM.png?Expires=253370764800&Signature=ugHQ7Ri5PNT-K-GSyU1FySwjSUDfVoFVriMm~DrBrNWBuMJJyGaa41uZL3JzDY~QIdneU5DW5vEKjmhuuQ-gztwQsbxeYt82jCZUigrRLw1Jo3rjRNDb0zyi4gBqP3LLuT3CDu-r5d1VE~Rbe8i27izlRwl6PfUbErsXR53C~HtQDTFFHVj~-j2KovhHM4iLJrsTSuGl1B~BnLya0FGHJO7kQc1IKrwVVGEpgOUV1g5xeJMihyyRNRi989~7UYOcZF74fX-rY5H7bn1bmT3gH1zMd16aB~uqIBh1GK0Kwuu6ixA5m1ZBPPb9651-gz3fMxjB5Ob75TZKkGApw4J6tg__&Key-Pair-Id=K3NV4LZ47N8M46)
## Administer Vaccines
Vaccines are administered using the vaccine command [Command | Immunize](/docs/447665cb-4c0e-4b82-ae0c-7aaef5e51287/articles/ddfc58f2-51b0-49cc-9236-16b27c8d0101).
The Immunize command will only populate immunizations that have been registered within the vaccine inventory of the clinic
----- END PAGE https://help.canvasmedical.com/articles/6442909989-vaccines-vaccine-lots


----- BEGIN PAGE https://help.canvasmedical.com/articles/6535221480-chart-note-change-provider
The provider associated with the note can be changed for Office Visits, Phone Calls, Lab Visits, and Letters. You can also set a **supervising provider** on the note from the same view.
> **Note:** The provider and supervising provider can only be updated while the note is in an unlocked state. If the note is locked/signed, unlock/amend it before making changes.
##  Step by Step
Begin with the desired patient's chart open.
  - Navigate to the desired note.
  - Click on the triple dot located at the top right of the note.
  - Select **Change Provider** from the drop-down menu. The header will change to allow you to update the note's provider.
  - Type to search for people and/or scroll and select from the dropdown.
  - Select **Save**.
> **TIP:** If the update needs to be cancelled, select **Cancel** at any time.
##  Setting a supervising provider
When the header is in edit mode, you'll also see a **Supervising provider** field alongside the Provider field.
Use this to record the physician supervising the encounter — for example, when a visit performed by an NP or PA will be billed under a supervising physician.
  1. With the note header in edit mode (via **Change Provider** above), open the **Supervising provider** dropdown.
  2. Type to search, or scroll and select the supervising provider.
  3. Select **Save**.
Once saved, the supervising provider appears in the note header alongside the provider, for example:
> On Tuesday, 6/16/26 at 5:46 PM EDT with Canvas Support, AD, MD (supervised by Allison Doctor, MD) at Canvas Los Angeles Office
**What this does:** The supervising provider you set here carries onto the claim when it's created from the note. It does **not** by itself bill the claim incident-to — incident-to is turned on separately on the claim. See [Claim Management](/articles/9992348572) for billing a claim incident-to.
> **Note:** A supervising provider must have a first and last name, a valid NPI, and a phone and work address on their profile — the same requirements as for prescribing. Incident-to claims can't be submitted if the supervising provider is missing a valid NPI.
## Future Appointments
If you want to change the provider for a future appointment, see the how-to guide [Managing Patient Appointments](/articles/4617508394)
----- END PAGE https://help.canvasmedical.com/articles/6535221480-chart-note-change-provider


----- BEGIN PAGE https://help.canvasmedical.com/articles/6563365441-patient-summary
## Introduction
The Patient Summary is located within the Clinical View of the patient's chart. It is always available to review while reviewing or documenting in the patient chart.
## FAQ
Q: Can I rearrange the sections of the patient summary to fit my workflow?
A: The patient summary is unable to be rearranged. We recommend using native search functions Control+F (windows) or Command+F (mac) quickly jump to the bottom of the patient summary. 
## Step by Step
  - Navigate to the desired patient's chart
  - Locate the Patient Summary to the left of the page 
  - Scroll to view all sections of the patient summary:
    - **Social Determinants:** Includes conditions in the environments where people are inhabiting that affect a wide range of health, functioning, and quality-of-life outcomes and risks. The social determinates are populated within the patient summary when a Questionnaire command has been completed.   
    - **Conditions:** Displays active and inactive patient conditions that are documented with the Diagnose command. This section allows for a user to quickly and effectively Diagnose, Resolve or Assess a condition. The user can also manipulate the condition list to sort and filter as desired.   
    - **Medications:** Displays all active medications for the patient. Allows for the user to quickly and effectively stop, adjust, refill or review medications.   
    - **Allergies:** Includes patient allergies that have been documented into the patient's chart by the Allergy command.   
    - **Vitals:** Displays the latest vitals documented by the Vitals command are on display first. The patient's BMI is automatically calculated in the vitals table if a height and weight have been recorded. This section also allows for the user to easily access all vitals recorded and print a flowsheet if needed.   
    - **Immunizations:** Displays any immunizations documented by the Immunize and Immunization Statement commands.   
    - **Surgical History:** Displays past surgical procedures that have been recorded by the Past Surgical History command  
    - **Family History:** Displays diseases or health conditions within a patient's family that have been recorded using the Family History command
# Resources
### [Video: Patient Summary](https://www.loom.com/share/b0a9434595b74f35b823f8aba009aca6?sid=fd1e6db0-8753-4730-93e6-255fa7d2e5bb)
----- END PAGE https://help.canvasmedical.com/articles/6563365441-patient-summary


----- BEGIN PAGE https://help.canvasmedical.com/articles/6649603926-staff-roles
Staff roles in Canvas specify the responsibilities and permissions of team members within a healthcare organization. These roles control access to clinical workflows, determine displayed credentials, and ensure appropriate permissions for various tasks. Assigning roles such as "MD," "NP," "RN," "Administrator," or "Product Lead" is essential when setting up staff profiles. This guide outlines how to create, update, and manage these roles to integrate seamlessly into clinical and administrative operations
# Creating a Role
Roles are added in the settings menu under **Practice: Roles** and clicking **ADD ROLE +.**
The following fields must be completed in the role creation form:
  - **Internal code:** A unique identifier for the role, ideally a meaningful abbreviation such as "MD," "DO," "LCSW," or "RN."
  - **Public abbreviation:** A display abbreviation that may appear alongside a staff member's name. It does not need to be unique and is only used for display purposes.
  - **Domain:** Options include **Clinical** , **Administrative** , or **Hybrid**.
    - **Clinical and Hybrid:** Appear as options for patient care teams
    - **Administrative:** Does not appear as options for patient care teams
  - **Name:** Display name for the role, such as "Nurse Practitioner" or "Medical Doctor."
  - **Domain privilege level:** Determines the displayed credential when staff have multiple roles. Higher privilege levels also influence prescribing and lab ordering capabilities when multiple clinical roles exist.
  - **Permissions:** Reserved for system use. Permissions should be managed using the **Default auth groups** setting.
  - **Role type:** Specifies if the staff member can prescribe or order labs.
    - **Provider:** Enables the role to act as a "Prescriber" or "Ordering provider." When multiple clinical roles exist, the role with the highest domain privilege level determines these capabilities.
  - **Default auth groups for this role:** Assigns initial permissions via predefined auth groups. Auth groups control access to features like lab reports and clinical data.
    - If auth groups are not assigned when a new role is created, the users assigned to the role will not have access to Canvas. They can login, but they will not be able to view or navigate to anything.
    - New staff members automatically inherit all default auth groups specified by the assigned role. Auth groups control access to features such as lab reports or clinical data.
After creating a new clinical role, additional configuration may be required in **Settings > Organizations**:
For schedule visibility: Add the role's internal code to the **SCHEDULABLE_STAFF_ROLES** setting so staff with this role appear in the schedule view and home dashboard. Note that setting a role's domain to Clinical or Hybrid does not automatically make it schedulable - the role must be explicitly added to this setting.
  - For prescribing capabilities: If the role type is set to "Provider," add the role's internal code to the **PRESCRIBER_STAFF_ROLES** setting to enable medication prescribing functionality
  - **Internal code:** A unique identifier for the role, ideally a meaningful abbreviation such as "MD," "DO," "LCSW," or "RN."
  - **Public abbreviation:** A display abbreviation that may appear alongside a staff member's name. It does not need to be unique and is only used for display purposes.
  - **Domain:** Options include **Clinical** , **Administrative** , or **Hybrid**.
    - **Clinical and Hybrid:** Appear as options for patient care teams
    - **Administrative:** Does not appear as options for patient care teams
  - **Name:** Display name for the role, such as "Nurse Practitioner" or "Medical Doctor."
  - **Domain privilege level:** Determines the displayed credential when staff have multiple roles. Higher privilege levels also influence prescribing and lab ordering capabilities when multiple clinical roles exist.
  - **Permissions:** Reserved for system use. Permissions should be managed using the **Default auth groups** setting.
  - **Role type:** Specifies if the staff member can prescribe or order labs.
    - **Provider:** Enables the role to act as a "Prescriber" or "Ordering provider." When multiple clinical roles exist, the role with the highest domain privilege level determines these capabilities.
  - **Default auth groups for this role:** Assigns initial permissions via predefined auth groups. Auth groups control access to features like lab reports and clinical data.
    - If auth groups are not assigned when a new role is created, the users assigned to the role will not have access to Canvas. They can login, but they will not be able to view or navigate to anything.
    - New staff members automatically inherit all default auth groups specified by the assigned role. Auth groups control access to features such as lab reports or clinical data.
![2024-12-19_17-10-14.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1734646319480-2024-12-19_17-10-14.png?Expires=253370764800&Signature=bWf6LD-SWBuK4-Xaxiklhfk7u6A5jVcGWTRQPhxz~jO35aRWCRnvMXb6VJhNsLENnMeCrjbvy0kSvpKvzijGkDnESW8M6RJrU0FKJ4AlXF1Jj2Pe5LtwKFNvoIqjjwpCj7wyeEJ4CjVbkJBuXOap~gp5EuWwsojvTTtmv6cJYU6YRmg1T7UGmSx~LYP16S-qOIHh30kFf4yyiyyoOamIZuLcxPBvgKAnFDvQ7T6jV0BEeiGrvA2XxeY2-ZvzLSCG7-2BhRGTolCElroYDv41Ccq~vmuqzFUmuT8wq5QGWp21XC7hSwSf2CFTpMcvw4aqz0Pm4dZSyA~-ZUzKSzRZJg__&Key-Pair-Id=K3NV4LZ47N8M46)
# Updating Roles
  - Navigate to **Settings > Practice: Roles**
  - Select the role that needs their role permissions changed
  - Either add or remove the groups from the **Chosen Group.**
# Removing Roles
  - Navigate to **Settings > Practice: Roles**
  - On the main settings page, check the box of the role(s) needing to be removed.
  - Click **Delete Selected Roles** from the **Action** dropdown.
  - Click **Go.**
**Important:** Updating default auth groups for an existing role only impacts new staff. To apply changes to existing staff, the role must be unassigned and reassigned in their staff profile.
# How Roles Affect Permissions
When a new staff member is created and assigned a role, that staff member automatically inherits all default auth groups specified by the role. These auth groups control what the staff can view and manage within the system. For example, an auth group called **Patient Data** might include permissions like **View lab report** and **View imaging report**.
  - Changing default auth groups for a role does not update existing staff assigned to that role. To apply auth group changes to existing staff, the role must be unassigned and reassigned in their staff profile.
  - Changing a staff member's role adds the new role's auth groups but does not remove any they currently have.
If modifications are needed to auth groups, contact Canvas Support.
----- END PAGE https://help.canvasmedical.com/articles/6649603926-staff-roles


----- BEGIN PAGE https://help.canvasmedical.com/articles/6744190871-goals-command
Goals Command helps Canvas Users keep track of patient's care goals.
## Step By Step
### Create a Goal
  - Being within an open note of the desired patient's chart
  - Type "goal"
  - Select "Goal" from the menu that appears to populate the Goal command into the note
  - Fill out the respective fields, including:
    - Goal name (Free text)
    - Start date
      - Today's date will auto-populate but you can change the start date using the calendar 
    - Due date (Select date from calendar)
    - Status (drop down menu)
      - In Progress
      - Improving
      - Worsening
      - No Change
      - Achieved
      - Sustaining
      - Not Achieved
      - No Progress
      - Not Attainable
    - Priority level (drop down menu)
      - High Priority
      - Medium Priority 
      - Low Priority
    - Progress / Barriers (free text)
  - Select Create to commit the command
### Update a Goal
  - Being within an open note of the desired patient's chart
  - Type "update" or "goal"
  - Select "Update goal" from the menu that appears to populate the Update Goal command into the note
  - Select the goal you wish to update from the drop down menu in the Update Goal field
  - Note due date will autopopulate to match the initially documented due date
  - Update due date if needed
  - Update status
  - Note Priority will autopopulate to match the initially documented priority
  - Update Priority if needed
  - Document Progress/Barriers (free text) 
  - Select Save to commit the command
  - Ensure update is reflected in the patient summary
### Close a Goal
  - Being within an open note of the desired patient's chart
  - Type "Close" or "goal"
  - Select "Close goal" from the menu that appears to populate the Close Goal command into the note
  - Select the goal you wish to close from the drop down menu in the Close Goal field
  - Update status
  - Document Progress/Barriers (free text)
  - Select Save to commit the command
  - Ensure goal is no longer reflected in the patient summary 
### View Progress of Goal
  - Being within the desired patient's chart
  - Locate Goals section of the patient summary 
  - Note the Goal name, Current Status, and Due Date is easily visible from the patient summary
  - Click on Goal to view more details, including:
    - Start date
    - Due date
    - Priority level
    - Assessment date(s) and their respective status
    - Comment on progress or barriers associated to that assessment 
  - Click on specific assessment dates to view the associated progress or barrier comment 
  - Click on the "x" or anywhere outside of the modal to exit
### Filter Goals
  - Being within the desired patient's chart
  - Locate Goals section of the patient summary 
  - Hover over the Goals section header to bring up the filter button 
  - Locate and click on the filter icon to the right of the header
    - 2 filter drop down menus will appear
  - Use the first drop down menu to filter by:
    - Active
    - Closed
    - All
  - Use the second drop down menu to sort by:
    - Due date
    - Alphabetically
  - Click on the filter icon to hide the filter/sort drop downs 
# Resources
### [Video: Goals Command](https://www.loom.com/share/32f6d6896b104e03877108729a04da13?sid=1da7cc33-0b69-4cfa-b441-2cb85954f73e)
----- END PAGE https://help.canvasmedical.com/articles/6744190871-goals-command


----- BEGIN PAGE https://help.canvasmedical.com/articles/6785045644-appointment-event-note-types
Event types and note types are essential for aligning scheduling and visit settings with your organization's specific care models. These configurations support various patient interactions including in-person visits, telehealth encounters, and asynchronous care. Note types generate documented encounters in the patient timeline, while event types are used for scheduling administrative or provider-specific blocks that don't require documentation.
# User's Guide
## Note Types
Note types serve two primary functions: scheduling appointments (referred to as Visit Types) and creating standalone notes through the New Note dropdown in a patient's chart. Use note types for documenting any patient interaction that necessitates record-keeping
The following note types are provided out of the box with Canvas:
  - Home visit
  - Telehealth
  - Office visit
  - Lab visit
  - Inpatient visit
  - Phone call
  - Chart review
  - Letter
  - Message
  - Data import
![2024-11-21_13-39-44.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1732214715392-2024-11-21_13-39-44.png?Expires=253370764800&Signature=Fa6qlSnIC9RGpUT5MueEOm08cTXRsIguXsjSz1mHA7FiNgqOykpYLHD13-L6JFPol-RLxUixF34ucErpIzRFp1NmonSdgo2BQ10we56oDI~QEQwOPXAu-vL-F4csbarJatMfRJP7cKF7dYXpa3u2tptHPl4tFPbBZfsQYFaOlOjxVZXk0FuCi9otomDHxOTkkvcf1UHDToaJrNj1mlU7mSUDigmX5Pm7hQXjHZVXRpeaaC8M8N3UJv480bu-Q6iQBh0tNkka5ewjYDoG5dmWE7~e5KdW4UI6iVHGHekjTiNAtRqII5N8MfU7r79Zc8C~IRDhXxh21EMM5pEVbW-jkQ__&Key-Pair-Id=K3NV4LZ47N8M46)
## Event Types
Event types configure **Other Events** in the schedule modal and are designed for administrative purposes or provider time blocking. Unlike note types, event types do not generate timeline documentation and do not always require an associated patient. **Generic Event** is provided out of the box with Canvas.
![2024-11-21_14-19-38.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1732216782263-2024-11-21_14-19-38.png?Expires=253370764800&Signature=Csujam91w5Dmy~vL4PTr5Ils~nvjQu7LxebDk9-5PrIWCVbRwTwrazMUJLePUgut8Z7tpRLVf7F7SqEmujZQrpLjA32cqV0jhwRkaSNtnf0GSwNwCmNPFA1AHfiyMRCt03vZklhnmPT~yMpaB0Y~~EkmHdQtWA~Wsf7sm3k5fzvvkCztxLnJPhjgXuvK0n3Dfyxn1nlgYpCM4zKyTo~jnrElm7-WPXz0BL-rk4psFnSsgRJEw4hEjrT2wLO3Cgk2k-fjTdfVKQrjG~tna8Crq97BwzFBjaB9PpyDqc5JxisJoPPsOIvqOLQpjX82QDXHmTi~EPpYvJE1IgdTChi8lA__&Key-Pair-Id=K3NV4LZ47N8M46)
# **Configuration & Set Up**
## Creating Event and Note Types
### Creating a New Note Type
Practices can create their own note types to create a more customized experience to support their workflow.
  1. Navigate to **Practice: Event and Note Types** in settings
  2. Click **Create Note Type +** in the upper right of the page
  3. Complete necessary fields and save
     - **Name** : Display name of the note type
     - **Icon** : Image for note headers and schedule view appointment cards
     - **System/Code** : Unique identifier for FHIR API appointment creation
     - **Display** : Code description visible when reading appointments via API
     - **Rank** : Controls display order in dropdowns
     - **Is Schedulable** : Note type will be available as a visit type
     - **Is Default Appointment Type** : Will be the default selection when scheduling in Canvas or through the API. Only one note type can be default.
     - **Is Billable** : Enables claim generation
     - **Is Telehealth** : Adds telehealth button to the note header that links to the virtual meeting room.
     - **Defer place of service to practice location** : When checked, notes inherit place of service from practice location setting for claims
     - **Available places of service** : Only relevant when "Defer place of service" is unchecked and "Is billable" is checked.
       - If the note type has multiple POS selected, the applicable location will be selected in the footer of the encounter note.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749767155245-image.png?Expires=253370764800&Signature=r7yayi7NZ7cOu0HedCGd1J9KXDV9pEqQ2tOgrWS-lfw6-dsRcT0swwCZChJNZF39YweoHkkOwfInb5qUBRcIm3BsNIeO42-Y9HtyqKjWGfDoHlNX75sdRw3WE1MW9mgwaXu-nPOiFshOAwWr4KQEMP5zhr1QZsCLKu5x3DdWjq7yCTlbvoG1yz7enz4q1jF~qlrxK8ELHs0y-xmiGCv2lS3K-7w~poNRPa-JKZA-d4qOMR-2ezcUe4Uu9AIGsNdq-UMATOzdk6Z~x4BGLQ0NRhJJG40xKJ45rBTewM8dMgvHv~UjwPJE0KkawVfvL0Dsjnhjp8~xp~2UtJWPp4Nglg__&Key-Pair-Id=K3NV4LZ47N8M46)
     - **Default place of service:** Default selection when multiple places of service are available
     - **Is Active** : Controls visibility in dropdowns
     - **Is scheduleable via patient portal** : Allows scheduling through patient portal as a visit type
     - **Online Duration** : The default duration for scheduling in the patient portal. If the note type is schedulable in the portal, a duration **must** be set to enable scheduling functionality.
  4. Click **Save** to create the note type
Scheduling and billing settings only apply to **encounter notes**.
### Creating a New Event Type
  1. Navigate to **Practice: Event and Note Types** in settings
  2. Click **Create Event Type +** in the upper right of the page
  3. Complete necessary fields and save
     - **Name** : Display name of the event type
     - **Icon** : Image for schedule view and event cards
     - **System/Code** : Unique identifier for FHIR API event creation
     - **Display** : Code description visible when reading events via API
     - **Rank** : Controls display order in dropdowns
     - **Possible Durations** : Predefined duration options for scheduling
Additional durations can be added within the **Practice: Schedule durations** setting.
     - **Is Patient Required** : When checked, patient assignment is mandatory
     - **Allow Custom Title** : Enables custom event titles when scheduling events
  4. Click **Save** to create the new event type
## Managing Event and Note Types
Changes made to event and note types will only apply to events and notes created after the modification. These changes will not affect any existing events or notes.
### Editing Event and Note Types
  1. Navigate to **Practice: Event and Note Types** in settings
  2. Select event or note type to edit
  3. Make updates to necessary fields
  4. Click **Save** to confirm changes
Some settings may be restricted on Canvas provided note types.
### Deactivating Event and Note Types
  1. Navigate to **Practice: Event and Note Types** in settings
  2. Check the box(es) next to the event and/or note type(s)
  3. From the **Action** dropdown, click **Deactivate**
  4. Click **Go**
# FAQ & Troubleshooting
**Q: Can I modify existing note types after they've been used for patient encounters?**
A: Yes, but changes are not retroactive. Modifications only impact new events and notes created after the change.
**Q: What's the difference between deactivating and deleting event types?**
A: Event types are deleted from the schedule view if they need to be "cancelled". Event and note types are deactivated when they should no longer be used.
**Q: How do I set up multiple places of service for a billable note type?**
A: When **Is billable** is checked and **Defer place of service to practice location** is unchecked, you can select multiple available places of service and designate a default option.
**Q: Why can't I see my new note type in the patient portal?**
**A:** Ensure both **Is Scheduleable via patient portal** is checked AND **Online duration** is configured for patient portal visibility.
**Q: Do scheduling and billing settings apply to all note types?**
A: No, settings for scheduling and billing only apply to encounter notes, all others are excluded.
## Related Resources
  - [Managing Patient Appointments](https://canvas-medical.help.usepylon.com/articles/4617508394-managing-appointments)
  - [Managing the Patient Portal](https://canvas-medical.help.usepylon.com/articles/7348270931-managing-the-patient-portal)
  - [Claim Management](https://canvas-medical.help.usepylon.com/articles/9992348572-claim-management)
* * *
**Keywords:** event types, note types, scheduling, appointments, telehealth, billing, patient portal, FHIR API, place of service
**Categories:** Practice Management, Scheduling, Configuration, Billing
----- END PAGE https://help.canvasmedical.com/articles/6785045644-appointment-event-note-types


----- BEGIN PAGE https://help.canvasmedical.com/articles/6790260277-accessing-canvas
# Welcome to Canvas
Welcome Canvas user! It is time to log in. We are delighted to collaborate with you.
First-time users and users resetting their passwords often require clear guidance to access Canvas Medical securely. Ensuring proper setup and password management supports secure workflows and minimizes user lockouts. This article provides step-by-step instructions for resetting passwords, resolving lockouts, and managing access attempts within Canvas Medical.
# User's Guide
This section guides users through the password reset process, admin-assisted resets, and resolving lockout issues. It provides actionable steps and key details to ensure smooth account access.
## Password Reset Process
  - Navigate to your practice's Canvas domain:
    - Example: `yourpractice.canvasmedical.com` (provided during onboarding).
  - Click **Forgot your password?** to access the Password Reset page.
![2024-11-06_10-53-29.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730908514311-2024-11-06_10-53-29.png?Expires=253370764800&Signature=AT2CEAxBG1k9oyAjAjNiuEjvcsG8WrUT5L61opYT3pCLgdC349UhE3Ga9lhlVawoZ26buYjbiX9ep0xACeEXLi-sRACLL7m27NrdpdiCWHU4WNiuXmgDdyRiQdiIZdMpFEhJ1i671XnsvXKx44jw7TRgtOOLJBg6nhR6CmxLXmdHMoZWJkrrte76YJHSe-6gLsgH~bmSz1-crAR827pNpED4f0-ZrVrigbAp~GIfMEKDJac6ow3iLfCWSpyQcR3D-HG5218gxMLsxaKmAbIKyime4SPozTW9Xoxz0W3Nh125z6I1w3HuuqknomCuej8wkEO-EQU60fHKQyS6XWv4xw__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Enter the email address associated with the staff profile.
  - Click **Reset my password**.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1729817205082-Screenshot2024-10-24at8.40.52PM.png?Expires=253370764800&Signature=RP032Xw3EaDRCruJwHQuQIuyhycWkQiBLhm1AVp-bOe8Fe6sStqWbnVQfjjdI~-bXdnHUnPs6lstU8mJWNNi20e4UuaXSEs7SA9WhgSRXnrQwaqflVbuYfFx8-wtWwTCivGh0l~IH7GXuNOIUqQkw6w~C9AQ1wOMDmb7gzDmuM8pOx9-0vkTsSPu2KFL17w0Y7ujVTQM7ZjQOreF2s7G6DC75bDFlWIi~J2yPKQdOxfhdeeG69vZ2-NXT1GzzZanExwWiiu8oyRtqnbKaKV5UwfgkkzSFjgQ0pSA1DIOeET4qDLw8xMWQlj-BmzO3Wd6yb3zkqkiEjMaL3iYzmilZA__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Check the email inbox for a message from Canvas Medical. Follow the link to the **Enter new password** page.
Open the password link in an incognito window. Attempting to access the link while the Canvas instance is open may result in an error.
  - Complete the **New password** field with the desired password, then re-enter it in the **Confirm password** field.
  - Click **Change my password**.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1729817375778-Screenshot2024-10-24at8.44.15PM.png?Expires=253370764800&Signature=RrtcAZqEkaIsOMiD34zNCuhe7S49Ea31YiiYDu00BQWvOIx~p7RnTxLdwlPRcEpWkBT2dfrg43EcUccnp2zZul~12hZGKXWU70LEU-vsbI5Snwl-qUjG7bO4VwS~J8nHB-tvRq2-ucwIE2f77~1-UglcfSqlAOUEjpkoDOOIGZN4NtLBBTbA70FoTz0URx1Os~8bISLIhiT4ahlWDnE6xh74mCOxfsLARILR4MVCxn0yZF~R0e9e25Qhu0t3ZdSggtyyd2latyFJENm8Vjyg1xxxdiLCGUXDPLJ73HkWxeHNRjkVzfC5vwe4M83K1Y~VM48aWcrqAqFrdOT-BrPRJw__&Key-Pair-Id=K3NV4LZ47N8M46)
  - A confirmation page will appear, confirming that the password has been reset.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1729817464799-Screenshot2024-10-24at8.44.38PM.png?Expires=253370764800&Signature=u1wtd601XN2miaYqlEB6eDbylRA3DXvnvFre2YpmEEwAYEA7qCmHNy0iAYN85hGEn-xB2CpkJoBc3wTXg~h~VS0MAyxIdVk3RpbjQm82fISWU73XheO0n5asleWLZNbNu5ARTyReu0ZdMIdWvUvvmTNPWU3CHO5zimIoOZg68XGNe3-MIH~ivWFrls1gDjEnMCNoKaiZHdP7tDcnpJYhoJ9WBoqH61PbZkbsLFDyDZNHO7mzi9Te6radGa2mvDkW4wM75sLwxl6sY2KE1iDGGQKjYqtRcduljXY3TbX-YOoh-caCzOpvNKa8Sy8CyfaCMT8D~4ciN2ezM0AbkeyjZQ__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Select **Login** to return to the login screen for the clinic.
  - Log in using username and newly reset password:
    - **Username** : By default, the username is the first initial of the user's first name and full last name in lowercase (e.g., `jsmith`).
      - Admins can override the default username in **Staff Details** during staff creation. If the username needs to be updated after the user has been created in Canvas, contact [**Canvas Support**](https://portal.usepylon.com/canvas-medical/forms/standard).
If the user is having difficulty logging in to Canvas, confirm with them they are using the correct URL and using the correct format. **Usernames are case sensitive**.
## User Lockout
After five consecutive failed login attempts, a Canvas user will be locked out of their account.
**Important:** Sending a password reset email does not unlock a locked account. If a user is locked out, admins must first clear the access attempts using the steps below, then the user can log in with their existing password or complete a password reset if needed.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1729736468403-1729114472491-Screenshot2024-10-16at5.25.48PM.png-bb084bee-43c1-4bde-9f93-1c9b80b6e61e?Expires=253370764800&Signature=azeZNz2O3~s1yIqaJFsXcimXOVO5XI3h1oN1XwIC4wil5u1VEsy05FNEfLz2KsqVj-7h-AAnFmH7lwUm8-Sk3Wuv0u2uBpgEEMNG2I8~Fo6hmv84lCjUli8xMlwvv1Me3Zp1WxGtFviCB0Xh7M1zJ6pwXcBX8e6eROlGVmPbQN4M3vfZMHZC4nTJcm2OrI7SUKNtty46QJrxiFxqtvyUagK5lm38-7jFOqOjHFqvjzYS7b64McdAn3rte9iBsNzOrP9m722Z59W6FClI-Y9mWNa0-6J3N6WjBzQjg5h2aKbY5oRZDhr~zHyysy5anmDoYAxQY3scc61cKB8D8Kdt9A__&Key-Pair-Id=K3NV4LZ47N8M46)
#### Locked Accounts
  - The user will see a notification indicating their account is locked and should contact their admin for assistance.
  - If no admin intervention occurs, the lockout will expire after one hour, allowing the user to log in with the existing password or reset their password if needed.
# Setup & Configuration
### Removing User Access Attempts
  - Navigate to **Settings** > **AXES: Access attempts**.
  - Check the box next to each applicable entry.
  - From the **Action** dropdown menu, select **Delete selected access attempts** and click **Go** to finalize the deletion.
  - Confirm the deletion on the next screen by clicking **Yes, I'm sure**.
  - Notify the user that they can now attempt to log in again.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1729736468861-1729120102368-Screenshot2024-10-16at7.06.56PM.png-9cbc82a4-5fd8-4c3a-a124-b1d7e7b6bfb3?Expires=253370764800&Signature=mPnCtr5FEbI-QlkueuBGuMSnm2FDNU52pwtl8idpmo5ZycOEURXRzigu1tMOdFqClGEYuLuVGvSkRKexVFKrCJcN5ocWtJPTsC~6kmYigFZwi8PubiVTGzUEH1k0Zns5upUrH2ZYcEtCHYSgUYXs-K9-tUlmKTwdFDY22-6YbG4lj0fsTLRCFvlpPmgydHowMgQq-n-Z5YpsNy4PoxPwo377iG~7s7RJm3dVWkM1g8pvluhg6JWgZ6O97klZ2gTC3-32NH1iIXrqiYzQ8kTScZ~m~iHRFQ1yyg58BilKwbzeQdNO7UCeSM0N-unfB50sSmUoZj8SpcaJnQquYgoanw__&Key-Pair-Id=K3NV4LZ47N8M46)
### Admin Password Reset for Users
While users can initiate the password reset process themselves, designated admins can also push password resets:
  - Navigate to **Users** under **Settings**.
  - Check the box next to the user who needs the password reset.
  - From the **Action** menu, select **Send Reset Password Link** and click **Go**.
![2025-01-13_09-17-06.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1736777838529-2025-01-13_09-17-06.png?Expires=253370764800&Signature=THDJkNZcJJmFrwfGvYkUqY4xUVzpXUPDH6fCqAdHHKbEkDfLkNX93v3oRyl4Psi8PvyQPKsrcofg8m45z6G7rnsyYs-yGMOidNu-OZO6G~OKgMcwisXQEXjyoA8FvWFHOQ7MmCOLX0Fs~WwNsTnB27XMA9CZXWc89gC~k9o8zX8KfOv5MwFQmJdZhfgCVV3vO0OG7zaBCmuUBJzLzyxpdbLbpdIZ8Wek2HnZ6pmaEqWfaCKqr-y8nhQ9i9gQULSuiIdtMZ9R16FqTduYTtvT2YqiGMxMHZiNW6uXydZeSLcpUs-XTLujpH8TOu3pf2FQ3hlTSQJH8qyTza06EW6mJA__&Key-Pair-Id=K3NV4LZ47N8M46)
  - On the confirmation page, click**Yes, I'm sure** to confirm deletion.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1729736469300-1729120225223-Screenshot2024-10-16at7.08.02PM.png-e20b54da-b719-458c-a458-dcb5330c6ac2?Expires=253370764800&Signature=KoP4Yx~iAsJgT5A0cUmNf09Tf~X6JRSxvgX9OfRIAh8wAfIKI-HwyIIDiFuCLyvW5-qIVUYb9lmFgQBo5y5VvFrbH4a1wT5eoVyTMmxo2CMu~73G8Wtkfdq2ssDrYxKOBm3m~VIt2tRl8LDnASYeOXH9F8~6IP7Z1J3LDbSJToWkYBUiSvfcbwd6CdqQjX9Aj4dgWYXWtie3h37dYnsxMi8CLcw8vaV~dblrKDwawUddCrWUJK~-xhCeDmEA9cn97rdB9SyeKZJR~eOiZB3miKU~-hCm3KifbXDp1CVY5UOHLXuBjTLeQlxvilYI855x2FrGvVpQ6N5s045BxvZpRw__&Key-Pair-Id=K3NV4LZ47N8M46)
  - A password reset email will be sent to the email address listed in the user's staff profile.
## FAQ & Troubleshooting
**Q: What should I do if I don't receive a password reset email?**
A: Check your junk or spam folder. If the email is not found, verify that the email address entered matches the one associated with your Canvas staff profile.
**Q: What happens if I forget my username?**
A: Contact your admin for assistance. Admins can view and reset usernames in **Staff Details**.
**Q: How long does the lockout period last?**
A: The lockout expires after one hour if no admin intervention occurs.
**Q: Can admins reset passwords for users?**
A: Yes, admins can send a password reset email to users through the **Users** section under **Settings**.
**Q: Can I bypass the lockout period?**
A: Admins with **Admin Lockout permissions** can unlock accounts immediately using the steps in this guide.
**Q: How do I change a username?**
A: If any updates are needed for a user's username, please [**contact Canvas Support**](https://portal.usepylon.com/canvas-medical/forms/standard). This cannot be managed from the customer's side.
# Resources
### [Resetting Canvas Password](https://www.loom.com/share/67a8a51bca034a1197ca67f5514a23a3?sid=7a747995-ade3-42b3-96c1-026daeaab22e)
**Keywords & Metadata**
  - **Keywords** : password reset, admin password reset, Canvas login, user lockout, admin lockout, AXES access attempts
  - **Metadata** : Account Management, Security, Troubleshooting
----- END PAGE https://help.canvasmedical.com/articles/6790260277-accessing-canvas


----- BEGIN PAGE https://help.canvasmedical.com/articles/6841183001-groups
Canvas provides a range of pre-defined permission groups that can be assigned to users, granting them different abilities within your instance. Additionally, you have the flexibility to create your own custom groups tailored to your specific practice requirements.
# Tips & Tricks
  - Unlike Teams, where overlapping responsibilities are not allowed, multiple groups in Canvas can possess the same permissions.
  - Mac users can hold the Command key, and Windows users can hold the Shift key to select multiple permissions simultaneously.
## Create a New Group
  - Click on the**Canvas Menu** (represented by the hamburger icon)
  - Select **Settings**
  - Select **Groups**(located under Authentication and Authorization)
  - Select the **Add Group** icon
  - Enter the title of your group in the **Name** field
  - Search for or Select permission(s) you'd like to add in the **Available permissions** box and select.
  - Move the selected permission(s) to the **Chosen Permissions** box by double-clicking or using the right arrow.
  - Select **Save** once all needed permissions have been added
## Edit a Group
  - Click on the**Canvas Menu** (represented by the hamburger icon)
  - Select **Settings**
  - Navigate to **Groups** (located under Authentication and Authorization)
  - Select the Group you'd like to Edit
  - At this time you can:
    - Edit Name of Group
    - Add Additional Permissions
      - Search for or Select permission(s) you'd like to add in the **Available permissions** box and select.
      - Move the selected permission(s) to the **Chosen Permissions** box by double-clicking or using the right arrow.
      - Select **Save** once all needed permissions have been added
    - Remove Permissions
      - Select the permission(s) you want to remove from the **Chosen Permissions** box
      - Move the selected permission(s) to the **Available Permissions** box by double-clicking or using the left arrow.
      - Select **Save** once all needed permissions have been removed
## Remove a Group
  - Click on the**Canvas Menu** (represented by the hamburger icon)
  - Select **Settings**
  - Navigate to **Groups** (located under Authentication and Authorization)
  - Select the group you wish to edit.
  - Select the red **Delete** button
  - You be directed to the **Are you Sure?** page
    - This page will display the areas that will be affected by the removal of this group
  - Select either **Yes, I'm sure** to delete the group or **No, take me back** to cancel your request.
----- END PAGE https://help.canvasmedical.com/articles/6841183001-groups


----- BEGIN PAGE https://help.canvasmedical.com/articles/6953253025-patient-summary-medication-review
Capturing a current medication list at the time of an appointment is critical to accurate documentation of a visit. 
## FAQ
**Q:** What should I do if I make a change to the current medication list, but want to document that I've reviewed that medication as well?
**A:** A second **mark as reviewed** can be added to the current note. Repeat the steps shown in the video and outlined below after changing the current medication list. 
**Q** : I made a mistake, how do I remove this command?  
**A:** Commands can be entered in error, but not deleted. Please review the Entering a Command in Error document for directions.
**Q:** How do I print this command?
**A:** A command can be printed by using the triple dot menu to the right of the command and selecting the print option. 
## Tips & Tricks
  - When **Mark as reviewed** is selected, the command that is inserted into the note is a snapshot of the medication list at that moment. 
## Step by Step:
This process begins in the desired patient's chart. 
  - Navigate to the left-hand side of the chart, also known as the patient summary. 
  - Scroll to the **Medications** list. 
  - Hover over the **Medications** heading. 
  - Click **Mark as reviewed** once it appears and a Review Medications command is inserted into your note. 
** _NOTE:_**_The_** _Reviewed: Medications_** _command is inserted into a new chart review note if a current note is not already open._
  - Click once to expand the command and view the full list. 
# Resources
### [Video: Review Medications](https://www.loom.com/share/c7672f9253604a41b2e883d3927f7eff?sid=2764277d-e43c-4280-90e9-7b2a413f2930)
----- END PAGE https://help.canvasmedical.com/articles/6953253025-patient-summary-medication-review


----- BEGIN PAGE https://help.canvasmedical.com/articles/6984866654-sso-single-sign-on
Canvas supports **Single Sign-On (SSO)** , enabling users to log in using external identity providers such as Google Workspace, Okta, and Microsoft Azure. Canvas's integration with SSO streamlines login processes, providing secure and seamless access for users across supported platforms. This article outlines the configuration process, frequently asked questions, and detailed step-by-step instructions for each provider.
# Setup & Configuration
## Okta SSO Configuration
Okta SSO Configuration Process
# Create an Okta App
  1. Open the Okta dashboard and go to **Applications**.
  2. Select **Create App Integration** and choose **SAML 2.0**.
![User-uploaded Image](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F27a1f7fb-fd8a-4be2-8252-03a55a97a92c-1735575959331-1726854253841-zVqjLE5l288DD4xbjq2DqZei.png-7066bf9b-1f02-436d-badd-ddc4b5e81fb8-69b6a1fe-2951-41a2-9f70-8abcdf84f6fe-3cad896a-0325-4633-a3f7-221fd59e1189?Expires=253370764800&Signature=CFbNYu620M03f0JBnTG--OTDxEcE7-bNrfVEV87jt5mRsFCqFo73V6hUtRT3HVQF05o8ni-Mu9~ueCIU9MsOdxGHzfzWoE~du7VyUkz9xmr30cTHTTfLxTRlOag0pnqi-JXfwTtvN5PNoAiGZFtPYbHkcbSp3xkCdgc-Fwp5K-mWhBEEHUGefVRa9gEKOIJXZBNepLKDQzw-71UF37S3UCo98c9piEzerH0BtOHF0Z20bBf22nvqVwkI~Cx2FuZVLhwQvW9GuBUS2Mv~eAyJGedz1Uk6Hl2NWHQmyTdX408pYFQNwmcGdiaYE1ys~8bhnjn-ey8ge5rWHY7rceWRHw__&Key-Pair-Id=K3NV4LZ47N8M46)
  3. Enter a name to identify the application in the App name field (e.g. Canvas SSO)
  4. Change the app logo, if needed (optional)
![User-uploaded Image](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2Fbf619c03-6474-4e0f-b21e-05805f86c409-1735576017412-1726854239999-0pdTvsCP_m7quQjqGD33-3gT.png-4ce15d7b-445d-4312-9122-000693f484de-e19aa3c9-fd56-429b-9049-657678471e8a-3393b326-4bb0-4b75-a58f-95d807094a0a?Expires=253370764800&Signature=PW7d0u85Ki6Zq7wgZxFawJyXhocBYYox-ZZYE0FgmdBSnvU6BN7VR3Uaux6sFO3GA~V7iH9pt7hFvJmvzud3VA24L97b~0CUVo9xuLo1OmjEwLSSeTTamTLTQrlaZdVt-wBtJNDPZuFckLugm6Fwg7kRVR-zksbPztKtdHiTLXETcwYSCvOTWu0PHaGPgsKEvgGMB~5DJilCOmdW56QNjA5nUqrQ42btiJIGDT8LyHwkPjm23olN3VPraefW5yNnVX0Rc1s1vaSKMgbbsCzs0cWfyZ1mygNRUxOUDYRNVl3WxFGip6HiYCJhQdzN4PnVpmxQ39-DmKTfwQo4qxoHCQ__&Key-Pair-Id=K3NV4LZ47N8M46)
  5. Complete **SAML Settings** fields
     - **Single Sign-On URL** : https://<organization>.canvasmedical.com/saml2/acs/
     - **Audience URI (SP Entity ID)** : https://<organization>.canvasmedical.com/saml2/metadata/
     - **Name ID Format** : EmailAddress
     - **Application username** : Okta username
     - **Update application username on** : Create and update
![User-uploaded Image](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F71a3c755-4881-4978-a6ab-92edf861dcc5-1735576352772-1726854207128-hAI8Ch2yFawnnWpqwv9aP6De.png-62bda0e8-abce-4a34-9405-faf4b040ab5a-014f1dce-65c2-4ed9-8770-fa9d32164d52-11184ac2-d836-4d87-bcf0-d6b0e669498f?Expires=253370764800&Signature=KdaoayZVlG-jn9us10IbubPv~f9uviCyFCjolfQRVFjVps8xilRoG1tw7PLVSWDXwis-wKar0HwSPBRLfYmwgDtH9r6NN7QhKi8XdjBPPexVE6k2GDuc8-VqTqVP0egL8OIm8f0Yhx3HGIwpMtOn-1jD7YumIpA30c-NNWeDtIGLszxOnjXvDf72sEGT-KcNQ~uxgF9UKm8uJM-HlWCrrlHexJY6c5f1G1sWBlm~u8pcPWHMdGwMmSzl4fe27GNGRiN-hncCqCyF5N1J7pVZqSxvRYQ~VHZf6pX~Vw~kXVpGktyc1P1ytVhugUltHNQiKnV5~Sl20XsUCOqNQ2IAQQ__&Key-Pair-Id=K3NV4LZ47N8M46)
  6. Add an attribute statement
     - **Name** : mail
     - **Name Format** : Unspecified
     - **Value** : user.email
![User-uploaded Image](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F76aaf9f5-8191-491d-825d-844246339b91-1735576382878-1726854176755-RRZaWfj2knarvDYMDMmMNzlD.png-eb2fcbb1-e54f-42a4-80d9-972c2a3baccc-157aef01-26ce-4779-8a8a-93d988a4e18e-fee5171f-59b0-4f70-8b81-252b631358fd?Expires=253370764800&Signature=FoouD4UplaSt9XgFpcxmAt0nls-QM6DZtGe4E2KmUWG8HhVGSSbTb2e97UNctT06FDf34ZiXjHbECClLoL8sNJYmgyobYeSC7j1hZaHraTgXgRSyKVXLYmt4BEgB0x1kMIELnpR0oEGieKhIeRDH4FRZZFWqvJn32hj19XvxAR~m~1wUCibQoS-QFJhAnoW~qDriPpJqoIcxotdeL8LFeajwqw4gMAyOCjC9YS8iG1vTLboq-D5wZeLldz0KnLgiz6o9h7WbsYvFY5VCEfqpuIXuqBOOVqefGwkMsr7DsFBdidnGXWaXw8BiwdOz-Uwj~MDtcbtR4YF92m0t5M~c1A__&Key-Pair-Id=K3NV4LZ47N8M46)
### Create Okta SSO Users
  1. Navigate to the **Assignments** tab
  2. Assign any people/groups you want to use this app
![User-uploaded Image](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2Fa85dc1f6-031e-4605-8a78-8d5180586bf2-1735576424974-1726854150457-_FHw5vMx3JYvZjNBU8RZ1DJa.png-22e04d3f-668a-4c1d-a3d4-66a743fcb62c-78cba246-7643-4c73-9231-5d913721cb6c-f70e9567-eb10-43d5-befb-4dc2813963f5?Expires=253370764800&Signature=XbZdfqHNiCm7RxWJEiejykJnWcRNPhfH3A1Ici8wGHT0-dAmuBNFMcE~Eozph0p0R1UOT5Pzx0KTgf5bLMTfFO9XKZS7rje9GjwFmslxfi4Xss0gAZynrj8YKim2b-YxTArnbRZK3xIl8YKfMzhPJXNXyYdVv35q2DcWENK~v94WOBd6yy7pkQwa51GAo6s73RALeiJsl5UtqTcqO9ohMyMRYXtyUaKKMEDldOEaIsJz3QX80Mk4GldOQsV-BzVEgK9J7XsSET2ybmT01FlCRZAK-23dfN8xELbXj1U5HuevWChOlfu5ZohVRbU95F9Q8C~ogiT17x5OaFir8Sr8fQ__&Key-Pair-Id=K3NV4LZ47N8M46)
### Create Okta Link for Canvas
  1. From the **Sign On** tab, click the **Identity Provider Metadata** link located below the **View Setup Instruction** s button
  2. In Canvas, configure the `SERVICE_PROVIDER_CONFIG` field with the copied URL.
  3. Copy the URL from the page - it will be needed later in the Canvas set up.
  4. Follow steps under**SSO Configuration in Canvas** to complete Canvas configuration
![2025-11-03_16-30-15.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2Fef51e0b3-5978-436a-bafa-4f544d86316d-1762205736367-2025-11-03_16-30-15.png-075d6d5b-465e-4010-bb50-b72421941db8?Expires=253370764800&Signature=Eg0jn3faPG2ueI8QInvGdDjh4OpLHGMrJXwxdg~TMd0JO02fKWzKH2YDBWKgS6Q~GVtznxOb8TzrDg2N5O-skM7HMjyNLT9EG0VOUrE-i3MwbFmEEQ2sjXhMK-EuySUkzAFEKi2sKzEBKKgZTeAh7ToSrrWXDcx6oow9ceBh~zTZaq-fubDYoI53liVo~1aNyADynJ2p85uqTgyb4tCoj7G6AWNOqJheRDRo1ThgI7XPKZkRo1calFR7MhvHYbWzqC5Fm7VWZ7X-Dfi2MBq7llTtIcr0iJXcxZMJdIaqm4cssj2NWLZCozlMlEK319-wVSZJVYFwcCenVtXce0Lfug__&Key-Pair-Id=K3NV4LZ47N8M46)
### Canvas Configuration for Okta SSO
  1. Login to the Canvas instance
  2. Navigate to **Settings** under the triple line menu and select **Constance: Config**
  3. **L** ocate the **SSO Configuration** section and complete the fields
     - **SERVICE_PROVIDER_CONFIG** : Enter a dictionary like the example below. Replace <your url> with the URL you copied from Okta.
           {
               "service": {
                   "sp": {
                       "allow_unsolicited": true
                   }
               },
               "metadata": {"remote": [{"url": "<your url>"}]}
           }
     - **SSO_PRIVATE_KEY** : Leave blank. Not needed for Okta SSO
     - **SSO_PUBLIC_CERT** : Leave blank. Not needed for Okta SSO
     - **IDP_METADATA_XML** : Leave blank. Not needed for Okta SSO
     - **SSO_LOGIN_ENABLED** :**** Ensure the **SSO_LOGIN_ENABLED** box is checked in order to display the new login button on the log in screen
     - **SSO_IDP_INFO** : Enter the following dictionary to configure the SSO login button. You can customize it as needed, including removing the icon or replacing it with a logo.
           {
             "name": "Okta",
             "icon": { "name": "circle outline", "style": {"color": "blue" }}
           }
  4. Click **Save** once fields are complete
### Log In to Canvas Using Okta SSO
  1. Navigate to the Canvas log in page. You will need to logout of Canvas if you are currently signed in
  2. Click the **Log in with Okta** button
  3. Ensure you are redirected to Canvas after logging in
![2025-11-03_17-01-23.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F449aa670-7b53-4f65-a79f-727274d7aa27-1762207393042-2025-11-03_17-01-23.png-ee7d50ae-9b1e-432e-b290-b52ad0c7a383?Expires=253370764800&Signature=Xta6pcUgWupofEqpCqUVzuV8gHkedrOX8a2Y5NV5j60cHjBT~tcsXppyh8gEDPA1xgfpiMneIzODVjcw7QrTkgSw6ZgzDhE7zZFfB5GILEH1hsnmdLfol8kbhQpMkZNpBiruGIClMm4S2zPggTEe6LLiAN~lvPUi0FXqgjARUJW46nE5BfHWCrs1eb9T~KGYgsaJI9uB4eIZGxOFVBIU17hU-WoYusnLjnp5FvQnNsp0qJay4bMct47ufTGL-axmuXVUuZtqlk9qg7L89O72yEVncVuFmS4zBTZxGtv3z~9bJyaXPLo3QpVWxWG~bl8CYuLJsN~2ycOmLINOI5A-~Q__&Key-Pair-Id=K3NV4LZ47N8M46)
## Microsoft Azure SSO Configuration
Microsoft Azure SSO Configuration Process
Microsoft Azure SSO Configuration
### Create MS Azure Active Directory App
  1. Open Azure dashboard
  2. Select **Azure Active Directory** located in the left menu
  3. Select **Add**
  4. Select **Enterprise Application** from the dropdown
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F80abeb93-3250-479e-8868-39df4621e2b1-1762201390913-image.png-23d086a0-a942-4da5-bb97-0bc60526b945?Expires=253370764800&Signature=AusocorXD2hHvXFNH3Irri46AQkuTGl3fEQZykGYfu8GOqpukhU0NnwMqtrSOyF3ztum5GhXkopCc0cArr4JZtlaT5b1WWu7Z63G9k~fy3pmnTRC0edBwbhm7dCxk5A7Ax30xMMDiJwT6diS4qIApzyAgvMV4zUNOaXg3hoqWj5A3VsHpOsdi9-t8vFEcJYKKDyLFbG6v1dTA~fgD1NeEyjirdDzzPHHVKq2XwFIDeVjossn2y6EcI8b2PbYmyimrbwpv0CuOIZTbsnwziQGrJ2e8spzuJlUV7bK-HRJbYfY4pAIGMQvw5HaI2FZstfGOhGAMOKMB69dg0HupxIC3w__&Key-Pair-Id=K3NV4LZ47N8M46)
  5. Select **Create your own application** in the next screen to open the form
  6. Enter a name for your application
  7. Select **Integration any other application you don't find in the gallery**
  8. Select **Create** to be redirected to your application overview page
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F871d70dd-2aa4-408a-b80d-1bd29d184e8f-1762201504735-image.png-45af0dfa-04be-4f35-8bf5-c4c86558428a?Expires=253370764800&Signature=PkrSBuSSaFPOHmjDhLtja4NzIbWLepK15o5oii8spZ-IKO5fBh39GZW~aNgIPEWsro~GwpeBKzVXJZUI3uVn~uiOElLPjWW2WiQ5nbNNEK8CzwKUEIUfbXhKO8-9stUIJkEhe3T0rkC7Jqpx6b~V1VxLv2~gBiaNu~KPnd18du8thyj1FfZ91KUPE6wXgZqfK-v1OUaCmyZxtK1X2HHk1dzJ4NrCWY9mCOU49n33-RddI-WmLUQqLmCQDH6veuFDIEc9c1V95yLCRGar0HxeVv9l5e5G9LS4CFo4pOS1cN64H-WyKONyfP56iVDvAFbSQyUxVYZt1iMh5V5XT30Z-Q__&Key-Pair-Id=K3NV4LZ47N8M46)
  9. Select **Single sign-on** from the menu on the left hand side
  10. Select **SAML** to open the Set up Single Sign-on with SAML modal
![2025-11-03_15-16-56.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1c982bb3-1077-43de-a35c-be0a2aa7824f-1762201557491-2025-11-03_15-16-56.png-e5d36350-6b38-436b-945b-f36b9bd76708?Expires=253370764800&Signature=ox9tjm~WY5-2iMluKTfnRTDaiDkXATyHFwRJDRKpWf6KZe1Oj7J8tBFMhWVMwora908xflRDhPa7-oX4Nt9F7VFCqcTEG-ILDmH6zRgY9PcTgTvABXTNdAdxQzi2ZwOlL69gW5vsG72dUdmKK6Ps4vtt5i1yjSjUPsWoyBZDJt0Ks0vUY8gJRSKZ~-JpOK6ofBY6kASSa-5rEzCB7UfkbYn4gVBWoRaHc4MwzGQUcT1a0HZZo0oKovuOKiI3kWOuU217wznuLslf0Wd7WOoPudi9bfCcAn1GW0-ZsNf7aC9-piAxKiaDHk0ONvi5~2~RYnpGfkbxHwhiNmsF92VHHA__&Key-Pair-Id=K3NV4LZ47N8M46)
  11. Locate the **Basic SAML Configuration** section
  12. Select **Edit**
![2025-11-03_15-17-11.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F900c6d8b-0219-46d0-a721-17399bb0f8d7-1762201628944-2025-11-03_15-17-11.png-91b09ab8-9869-45f4-9782-3639391b158d?Expires=253370764800&Signature=atnZPkb6dzKa2pWkDsv-Ha2mNWLg5s4b5NVfLP6l-M~~L171kDLn-kFoqDDe8RR~WMIKS5IoKDlbtCd086AuC45zagMJgNYDREQ91lljo7BRzk7AyYk5tdMvv2FgyabXdQ332vri1cUVWGxstTC4Job10HeONwG5nqBq0XLQGBkgsLqgm6-efQioRZ7qdYb5tiAFJtdnNgtCOWi9xNdg8xs29nUqPztMAC~fH1C~VbMWraZbNQCBC6zt35PAOxfs2Zp5fmnVX4vLrjbqyDVFu0mrIIeWQFr5kOOcwje9DvQjqYbegj3CH-i~TdLaNltSauJD-5Rb0k6rd4Z6MomaEw__&Key-Pair-Id=K3NV4LZ47N8M46)
  13. Enter your Canvas URL followed by **/saml2/metadata/** in the **Entity ID** field
     - If <https://organization.canvasmedical.com> is the Canvas URL, the "Entity ID" field should be [https://organization.canvasmedical.com/saml2/metadata/](https://organization.canvasmedical.com/saml2/metadata/**)
  14. Enter your Canvas URL followed by **/saml2/acs/** in the **Reply URL** field
     - If <https://organization.canvasmedical.com> is the Canvas URL, the "Reply URL" should be [https://organization.canvasmedical.com/saml2/acs/](https://organization.canvasmedical.com/saml2/acs/**)
  15. Enter your Canvas URL followed by **/saml2/login/** in the "Sign on URL" field
     - If <https://organization.canvasmedical.com> is the Canvas URL, the "Sign on URL" field should be [https://organization.canvasmedical.com/saml2/login/](https://organization.canvasmedical.com/saml2/login/**)
  16. Select **Save** to save changes made to the "Basic SAML Configuration" section
![2025-11-03_15-17-20.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2Faf0c9e1d-a2db-4cff-bd6b-4948c72c090c-1762201927380-2025-11-03_15-17-20.png-be6ce247-3efe-4f87-bf7f-a1346b71986d?Expires=253370764800&Signature=tKCUJmzDtFehMEZ0IDa8YcAQMAomTHy~gFhlVj2olVy08~JLo~VYlnNxgnOUVuTcuJAenMqcG7~l51eFzP0woJtvqVRyRPZQDIuGMl0fj3gKzTl6cc5vOZtEVdOeIGB5nHD60dpd6GP9fUBhgT054NyOmFxbA8kJZ3Z7AbsHq2htPx01g7OB2KIqbLE8yhWBXejAv9crAx2jFQByZx7uaT2yZz9n-OJwkjlOwNj9HIj1RIVwLGhG49zhRzqW-2ZiP76-7w8Dr2qh3vZDgvmd4A9Ay4vAoyhMTrEugrjpVM4Vmtj88mKNq8KqKdRkcDp0oZfVOPOCG6a~ojsGtrRapw__&Key-Pair-Id=K3NV4LZ47N8M46)
  17. Locate the **Attributes & Claims** section
  18. Select **Edit**
  19. Select **Add new claim** and complete the fields
     - **Name** : mail
     - **Source** : Attribute
     - **Source attribute** : user.mail
  20. Select **Save** to save changes made to the **Attributes & Claims** section
  21. Click the **X** button to exit the screen
![2025-11-03_15-17-33.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F0829d0cb-3739-4efd-ad50-ccf4bcc6c0f6-1762202191808-2025-11-03_15-17-33.png-c4c9db0b-ddc8-4f3b-9e86-0478c8628776?Expires=253370764800&Signature=NjXXYgVbxKSFXnSoxckSGI1jPJkIdu6gQOyUjZfVFAIAmuOA0-1S6przv2jQ2gdLOWSGmuNpTmkLLVA5lfdVu6Spj2787FfIryFBaT4lhtmTQKAFRBBd5k0Dm7A2ZX4hqoQPHQp1xTs7hehv26PCWQuzcS1bxomMCDmP2s9Uo5e0CchvQ6QkqT5IyGPBYQaL92yblK8k1IIWhf9O7pDTjWJFlszb~g5CiQb9mPTlLY3VNxzdYILVgffnsBPfy4KwQAz1RFKc9srDWnf3GDSYb2boWp4ZfIrBTCj95quZl2DF5kp19F7BMnZNBG~y-hQWzHl~H6AnIQay0bc-AdVzhQ__&Key-Pair-Id=K3NV4LZ47N8M46)
### Create MS Azure Users
  1. Begin process after having completed the steps described above
  2. Locate the left menu
  3. Select **Users and groups**
  4. Select **Add user/group**
![2025-11-03_15-17-45.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F462af917-0185-4adf-be08-68ad8150269d-1762202509132-2025-11-03_15-17-45.png-527c60f3-121e-4fc5-933b-20d5d197268c?Expires=253370764800&Signature=T-VNjCo67YfCsNFn9azeXOQpopK1Cw9YaQRQ~srYwuX3IvBw0ONzivb6LrgtUN9V0lGG08XUZKCCLJhjMbWelvCSE9LDeGY-k-vU3E7l~sS27pAfh8O6~gsLsd~GJcSOBQUhkGwgIIuzsXUgW9Z9GEbKfqjwNg9suHlUkEFF5FcDPFxb5t8k8bIakMXo8ricCm~au5yHHrafEfZoo5-WmFdEJ6h91-QDHCkyMh919HjH17QSgs5h-94qevdurIg6-U7jFjAl34J0SoD1kBa6cGEb1XDZGIe94ArjC9tWNnN7SdjJth2iYEbjJAVlk0McHMYDVIHrxLDJWHCFVQZNDw__&Key-Pair-Id=K3NV4LZ47N8M46)
  5. Click on **Users** or **role** sections to add users
  6. Select **Assign**
  7. Locate the left menu
  8. Navigate to the **Single sign-on** view
  9. Click the **Copy** button next to the **App Federation Metadata URL** to copy the URL
### Canvas Configuration for Microsoft Azure SAML App
  1. Login to the Canvas instance
  2. Navigate to **Settings** under the triple line menu and select **Constance: Config**
  3. Locate the **SSO Configuration** section and complete the fields
     - **SERVICE_PROVIDER_CONFIG** : Enter a dictionary like the example below. Replace `<your url>` with the URL you copied from MS Azure
           {
               "service": {
                   "sp": {
                       "allow_unsolicited": true,
                       "want_response_signed": false
                   }
               },
               "metadata": {"remote": [{"url": "<your url>"}]}
           }
     - **SSO_PRIVATE_KEY** : Leave blank. Not needed for Azure SSO
     - **SSO_PUBLIC_CERT** : Leave blank. Not needed for Azure SSO
     - **IDP_METADATA_XML** : Leave blank. Not needed for Azure SSO
     - **SSO_LOGIN_ENABLED** :**** Ensure the **SSO_LOGIN_ENABLED** box is checked in order to display the new login button on the log in screen
     - **SSO_IDP_INFO** : Enter the following dictionary to configure the SSO login button. You can customize it as needed, including removing the icon or replacing it with a logo.
           {
             "name": "MS Azure",
             "icon": { "name": "microsoft", "style": {"color": "blue" }}
           }
  4. Select **Save** once fields are complete
### Log In to Canvas using MS Azure SSO
  1. Navigate to the Canvas log in page. You will need to logout of Canvas if you are currently signed in
  2. Click the **Log in with Okta** button
  3. Ensure you are redirected to Canvas after logging in
![2025-11-03_15-18-33.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F40f72203-90e4-4095-b5c7-7695146e5157-1762204765450-2025-11-03_15-18-33.png-0a8bfcca-92a7-40ad-8b08-08763107006b?Expires=253370764800&Signature=P~7j54gAxqsgjNehfmSULskX4G43eS1FVANSy95vo5xqSDL4CrVtCEa5GnlPD75oJtyvXLJt3FXH3nOQVAN9KPdfX2D6f7lSrmZEalWKh~PEopXq9Tsj6jzTxMGAR3CCXB8URo-qUuX2BjHsRsARjQDy~FSHsGC61Jnr6ChlY2A8BtUA5n5oOk-ih36ywquK5o~zUI~qsQ~3kcal2C2swdxaWpnAosVJoFrSE6O60dlwDkLC9Xin7zz4iBGJ2h8n4kT8qng7jgj3KOGHeiaAFfZjGlzhrAJO9KAEtOR8x0ehwzd4zVoDSdBIPLrvJsbDbcZvZqC0dK4kCMs0ox59pA__&Key-Pair-Id=K3NV4LZ47N8M46)
## Google Workspace SSO Configuration
Google Workspace SSO Configuration Process
Create App for Google
  1. Log in to your Google Admin account
  2. Navigate to **Web and mobile apps** under the **Apps** menu
  3. Click **Add app** menu
  4. Select **Add custom SAML app** from the dropdown
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F9c3013f5-d7fd-441c-8591-c449ac234f41-1762208114697-image.png-56e90ef7-954d-49d2-b883-c5af7f08b873?Expires=253370764800&Signature=hIvNt1UqQLOGNi~rrvZz6WFbxKh56j2krlkanXbgVhaXHPVHciRGmENzo4A9Wyjt9hgyjHVEAzIN0fgJb3GKt1mJgmHTIdUHM40d3E8VPFJQhp380qWNHpjCB2SsYl4dMsiZfSKneDyJoLaaCjgydKuhhDIYCD-fQsaQt3cM~a-nBVpzn7pqEkGCs2o3c4kGyOLBGtoX6fx~xxwELayPEzy82eLLE5KGTrP4gkHCr8fmC4joe3g59oNthXwNJYZZ8bX3jNpMZu9j20rn~5e4ibeEbJaUQa8zIgfUEyvieepECjJLCX~7YHiBeDYsLqQAbtiVeUwq23x-RpWg71U6ww__&Key-Pair-Id=K3NV4LZ47N8M46)
  5. Add the **App Name** and click **Continue**
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F64ee69e4-2d1f-4883-b36f-bb768f6165b8-1762211009297-image.png-73f16170-49a2-4d71-b90e-fb52cd38fde1?Expires=253370764800&Signature=TUYMmH5V9Lyu-EG7djZ~qTHQEg-kZrEy7s~xlRQ4ZG8ZMBb-Pa3JJYokcIDEoFon7gy304xFglo1OKA0swn1DHgEtY3nMNN-oJUSII1kO5v0NoQT5B6VIOwV6BJvGyN2whbpVgxYngj582mQ9rlvTb5GahMM52wEH95nJ~T4VekqnS0ucBE8chzWbH8YS28Wpx2oceO59igiu8Olge-H4so02eFiN6Gs4aGEOLHMJn0GO3vjNjgI84gNkxYo5pI6E~JpjEvBRJ7IOa8dyK1KufQcjxHnDsYCwwZ~HWJ3ARf~QHI2b0K90j7nnMI7mdUB0b02UqnBl45roN9PziDs8A__&Key-Pair-Id=K3NV4LZ47N8M46)
  6. Click **Download Metadata** under **Option 1: Download IdP metadata**. This will be used later when configuring in Canvas.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F74485e44-c5b3-4bda-b31a-4ac7ee2cee8b-1762211141913-image.png-b2fe9084-b1a6-4e34-ab06-d7acda75e153?Expires=253370764800&Signature=XB7zfs87HzGYOcDCmHb8~qbhzAIGSTPj4-Qs~5aDTz~uAsmgphiiIfMzkXalsBeQ~F3J5Qp4o3blbeKINKTkT1Ld8qL6lU-HmmLM9BAJ5CGhHdfcab~KnDuKMLK98P9H0MgnhlAv3fzjw7Cu73RkGN54MJKiiwep5K2qBBTxK0aDNBUcB5MhSB94loY1TXHQn7R9b7~eg2fVMmuCtEhkXoZtPx5Cus~A0AB~QzuX2w-7f17rkCsQWM78Z064b5pxZzuNwdS3CgLIbuEx9qii3pg12vKRnD~B4S93j6P9MdvOy4EKCBG7SDHB4LhPVgTLNQQMgWwf4orhmvUoLRcZsA__&Key-Pair-Id=K3NV4LZ47N8M46)
  7. Complete the **Service provider details** on the next page
     - **ACS URL** : <https://your-canvas-url.com/saml2/acs/>
     - **Entity ID** : <https://your-canvas-url.com/saml2/metadata/>
     - **Signed response:** Check box
     - **Start URL** : Leave blank
     - **Name ID format** : UNSPECIFIED
     - **Name ID** : Basic Information → Primary email
  8. Click **Continue**
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2Ff648657b-5210-4d29-aefc-0cf268b64442-1762211277168-image.png-4fbde9cf-60f9-4c65-a845-be64df044dc1?Expires=253370764800&Signature=TbIFh~ZslESMufo71Ygv~CQeGimfOKHVQn~QApsgZ~qn~v8TrvKH8VYH0Hjqtn7ihes6V0x2g-ePhbuD1rhoORPyfvtrKNO9~Lm8sXlpyKuzgAw0XCA1HsurTLG0Crf5UeBJMbvpFIseHoWRt2TfBMj4bpz3jFLigDGsqtEjVIaymyNeDg8KlFoPJcWTzbO5JDn5Rw8Y64cTEm70nmOUnCUft8PO~jb8JvTz2cTYODt~lgnfcaew~gYSza5rhz9ADlr3gBHqQIgGu00zcXaJXs9qqtgRe5bs4eoo-89Rlw7gZHTFgOuZDTGdAiV~PxwI4lEXAOTgZBqakjLczWL5-w__&Key-Pair-Id=K3NV4LZ47N8M46)
  9. Under **Attributes** , click **Add mapping** and complete the fields
     - **Basic information** : Primary email
     - **App attributes** : mail
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2Fd97f17ed-66b8-4493-9402-f509bc055ad8-1762212075457-image.png-4da64c50-2d4b-4a51-b880-20bd5fe92417?Expires=253370764800&Signature=rPLpwzQb3lcPPfR9Hxd~FSeMrsGJmlIC3blu2MVCHC3yuWN1JRJmdGBbU0bc5JpJX3cxLpPSZXqX0L6ZOm2wW9R~H0hxIkq8asZqCBISaOhSFPn3v5nRLdJTrZrxX5moS6XD2Jg7sak5eprX-0exnzIoF7n0ebFd-YqKy2vNELrod31i7uK8TamOS3WlWOVOCDQCQo8yqZx9yVV6bcFM6kVtxWXUck-4dOEfqlhxr8C7gHLlYndbkKqOO9ihvVGYNm5-D3qL8z1pQvLel5Ex3YaEG-dfgtjZp~5jhRq3jpk~cGhJl0noJj08JVzTqcUisJkQMA0efbQrp-bhYfxPpw__&Key-Pair-Id=K3NV4LZ47N8M46)
### Create Google SSO Users
  1. Navigate to **User Access**
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F93bef1a9-567f-4f46-a0e3-b5b955aa46eb-1762213644128-image.png-0705d8fe-4169-4323-a5ba-c698da3f159e?Expires=253370764800&Signature=uR7-bLbqbAdOohGkStPL44JbO~IQHZ0oQrZO-dxYSsD9c09vkISVzDqQl2fJOXP9xuVjXloyx9DpCzn7W1e0GUJ4Vj0q7hBYYkXMKesVPZ-GoAB0fjUADdk8nzgSJzyI-5Av1rQ1oA-BY1Q8UDMTvXamQ~kh7Cl7GO9fyR8A0HfdZEhVJp0zGYuOQwFy7VBp4k3BcvyClOX2GnoMq7jJytWT-YlL6Esd1FhugQ9kZeIO2cO6C8U4~xrRXoQKmnyFXN14oXKaAwD-ZaJMHcNpF3VIs3U1lKJoOsMCfOKrUjOh2-sNK08c3ae9HOCnu0XEhROssDRgJJDNHBaGfRZowA__&Key-Pair-Id=K3NV4LZ47N8M46)
  2. Set service status to **ON for everyone** or enable for a specific group
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F6130bcd3-6ba8-4a41-a5d5-3d1b4c7b91ec-1762213785801-image.png-d9917e2f-9675-4786-adbc-62cb6a678f46?Expires=253370764800&Signature=GMAyk5vL9uuzrA7r1kykSuTyDGqpKqXZNQoN390glHdTB0Yf3ei84M7gFO02pDO1YDiM4ihFkVOANIDL7jCCCIXsUh5cJLkJxDKnJSRZbawVaW4DACYGJpJNrb5Nz-sZhtkGy1cVjznGBgBTrYpIBfw77GTKybFsbuDTvCfMGPiKQVEW2PaVRKhFhR2YmeDF8WvjcuKSRkjGZoZ3zLT3bNMeJxyJaNXYhoYyIhG2fJQbirOYU7SagCn24~-G1AM7HokA2SYlXCx9Kt4LTzLssBsz57iZP0qtu0ke-w1cRJCUyjLlGVtkGSkSz1-4HWN1OZIKcmpI6imXUya5MADcTg__&Key-Pair-Id=K3NV4LZ47N8M46)
### Canvas Configuration for Google Workspace SAML App
  1. Login to the Canvas instance
  2. Navigate to **Settings** under the triple line menu and select **Constance: Config**
  3. **L** ocate the **SSO Configuration** section and complete the fields
     - **SERVICE_PROVIDER_CONFIG** : Use the dictionary below into the field
           {
             "service": {
               "sp": {
                 "want_assertions_signed": false,
                 "allow_unsolicited": true
               }
             }
           }
**SSO_PRIVATE_KEY** : Leave blank. Not needed for Google Workspace SSO
     - **SSO_PUBLIC_CERT** : Leave blank. Not needed for Google Workspace SSO
     - **IDP_METADATA_XML** : You'll need to base64 encode the previously downloaded metadata file. There are two ways to accomplish this:
       1. If you prefer to work with terminal, you can run the following command and copy the output: `base64 GoogleIDPMetadata.xml`
       2. You can also upload your metadata file here: <https://base64.guru/converter/encode/file>, click **Encode file to Base64** and copy the output from section **Base64**. Once you have your metadata encoded and copied you can paste it in `IDP_METADATA_XML` field
     - **SSO_LOGIN_ENABLED** : Check this box to activate the SSO login button.
     - **SSO_IDP_INFO** : Enter the following dictionary to configure the SSO login button. You can customize it as needed, including removing the icon or replacing it with a logo.
           {
             "name": "Google",
             "icon": { "name": "google", "style": {"color": "red" }}
           }
  4. Click **Save** once fields are complete
### Log In to Canvas using Google Workspace SSO
  1. Navigate to the Canvas log in page. You will need to logout of Canvas if you are currently signed in
  2. Click the **Log in with Google** button
  3. Ensure you are redirected to Canvas after logging in
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F691b7459-7a82-4dd5-b2b1-3f314041c1e7-1762215458446-image.png-a27c4e0a-a8a6-4aa1-9cb2-3244964e271b?Expires=253370764800&Signature=ewcmrWi0Cr0Km0fgHf9XbqgBm-K~wWTjz6S3LgX53~Yiogbliae-296PB51RAdLX3CKuks4jOODf5nGl5f78JpBWxcc8DlQKn0f4oH-nud-cTGntTmd7hU5Ak1enepCnp2fRs93fqTEvv7ULkWvmdltZiBkejuW9IJ5su24n9LK01d2cu~rAxJ0~n1~rE9T0DsvHYrNIjM9Lzh0w2rKIFuIZ7GKqoeKyJggeeH84MLMRVBUbH2g7OfFANdyzmEDsbrD1ZFcDu2Ub1mlrXw1t0RESE-DEoJL5vRjwAAspBcXCMv--IKjqBPi~4KCzZO6t1UqOIn4CKDt3x32bunpCHg__&Key-Pair-Id=K3NV4LZ47N8M46)
## JumpCloud SSO Configuration
JumpCloud SSO Configuration Process
### Create JumpCloud App
  1. Log in to the JumpCloud admin account
  2. Navigate to **SSO** under the **User Authentication** menu
  3. Click on the blue add button and select **Custom SAML App** option
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F8d705a52-779b-40c2-8ad1-bead4d2d257e-1762216050082-image.png-674b2466-71f0-4cf1-83f3-d95795a9f7f1?Expires=253370764800&Signature=mEzeA7aaVha~vMSoY7WbFBMiudNDyecSP3nWTDDRbH5WTYFdkA3~i7V6ob6pNha2XSVd2W5gg1DFyLRyAsGNtNJby~EbTAjbUhnDd7yZc8a7jaK2chfSzCvMJp9-Bx0XbcKIoZwV9rZ0UjMpR9~LrDdOBZzdGvKz4i8uyqJ-i9tmyN47ycVuHZUVK43mk2HlCZ35Zzeu67~vqX8PeMt9pfAcMpZliqA-Z~fThUZvMTHCkNZqSTORyulFZU-v1lA3PMvmgiGCbIYVHfhfhWufZWDPgOJHeLoUpBsdYWuUXrk6aIzZqBmLU5ZyX2D05hb3hTTLABLwqUHIO9u5kIxdUg__&Key-Pair-Id=K3NV4LZ47N8M46)
  4. Add a **display label** to identify the application
  5. Click the **SSO** tab and complete the fields
     1. **IdP Entity ID** : Enter your Canvas instance URL followed by `/saml2/metadata/`.
        1. For example, if your instance URL is <https://sso-setup.canvasmedical.com> the Idp Entity ID should be <https://sso-setup.canvasmedical.com/saml2/metadata/>
     2. **SP Entity ID** : Same URL as the **IdP Entity ID**
     3. **ACS URL** : Should match the IdP and SD entity IDs but include the suffix `acs` at the end.suffix
        1. For example, <https://sso-setup.canvasmedical.com/saml2/acs/>
     4. **SAMLSubject NameID** : email
     5. **SAMLSubject NameID Format** : urn:oasis:names:tc:SAML:2.0:nameid-format:unspecified
     6. **Sign Assertion** : Check the box
  6. Under **User Attribute Mapping,** click on **Add attribute** and complete the fields
     1. **Service Provider Attribute Name** : mail
     2. **JumpCloud Attribute Name** : email
### Add JumpCloud SSO Users
  1. Open the **User Groups** tab
  2. Select any group of users you to include on the app
  3. Click **activate** on the bottom right corner.
  4. A new app will display on the app list
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2Fe0d177ff-60f2-4778-a446-b727c4d4d975-1762216756049-image.png-8fd717a7-859f-4bdb-a546-e924b1fe5dba?Expires=253370764800&Signature=XKIftkjQ5rBS7Ii4JHQEGfYc-bpK3mHzToBLohBB2hlmMnynV2lupQaHdTRd9oYQKTlKfnU~2lt5U4ZqN~mthjKUXWUf-8neieCu06iatc3P3-wnvBo7tczZ6NnHFd9x99l70xus4g6fBvOrwtPFbJrslTsJ3R8Jqo2JacK6i99DkRdjmas1Jc-V4Ed1nOXWUiCakwNuB1DopVEBytcaIu6~sW-5s38Y29irZ2CGWAM3kJCpxA3giarxVO5QHgsvHi44TeTJAjMSyBDeN80NPwqr4onc~yVeB6o~du80~rHKHmGP5o6o1dAdaI-dKSyvMQS25P3YqtFX4LpR1CPVgw__&Key-Pair-Id=K3NV4LZ47N8M46)
  5. Open the new app
  6. Navigate to the `SSO` tab
  7. Click the `Export Metadata` button. This will be used during the configuration in Canvas
### Canvas Configuration for JumpCloud SAML App
  1. Login to the Canvas instance
  2. Navigate to **Settings** under the triple line menu and select **Constance: Config**
  3. Locate the **SSO Configuration** section and complete the fields
     - **SERVICE_PROVIDER_CONFIG** : Use the dictionary below into the field
           {
             "service": {
               "sp": {
                 "allow_unsolicited": true,
                 "want_response_signed": false
               }
             }
           }
     - **SSO_PRIVATE_KEY** : Leave blank. Not needed for JumpCloud SSO
     - **SSO_PUBLIC_CERT** : Leave blank. Not needed for JumpCloud SSO
     - **DP_METADATA_XML** : You'll need to base64 encode the previously downloaded metadata file. There are two ways to accomplish this:
       - If you prefer to work with terminal, you can run the following command and copy the output: `base64 GoogleIDPMetadata.xml`
       - You can also upload your metadata file here: <https://base64.guru/converter/encode/file>, click **Encode file to Base64** and copy the output from section **Base64**. Once you have your metadata encoded and copied you can paste it in `IDP_METADATA_XML` field
     - **SSO_LOGIN_ENABLED** : Check this box to activate the SSO login button.
     - **SSO_IDP_INFO** : Enter the following dictionary to configure the SSO login button. You can customize it as needed, including removing the icon or replacing it with a logo
           {
             "name": "JumpCloud",
             "icon": { "name": "cloud", "style": {"color": "black" }}
           }
  4. Click **Save** once fields are complete
### Log In to Canvas using Google Workspace SSO
  1. Navigate to the Canvas log in page. You will need to logout of Canvas if you are currently signed in
  2. Click the **Log in with JumpCloud** button
  3. Ensure you are redirected to Canvas after logging in
# FAQs
**Q: How does the SSO login connect to "staff" profiles?**  
A: The email address attached to the Canvas user must match the SSO email address.
**Q: Will a user be automatically created when I configure SSO?**  
A: No. Users must be manually connected to Canvas, and the email used to create the user must be unique.
**Q: Why is the user getting a**`No user could be authenticated` **error when trying to login to Canvas with SSO?**
A: The user has multiple staff profiles in Canvas with the same email. Check the active and inactive staff profiles in Canvas. The emails cannot match whether inactive or inactive. 
* * *
**Keywords & Metadata**
**Keywords** Single Sign-On (SSO), Canvas SSO, Okta SSO, Microsoft Azure SSO, Google Workspace SSO, Identity Provider, SSO setup guide, SAML authentication, Canvas login, external login service, secure authentication, enterprise login
**Categories** Authentication and Security, User Management, Software Integration, IT Administration, Canvas Platform Setup, Identity Provider Configurations, Enterprise Technology Solutions
----- END PAGE https://help.canvasmedical.com/articles/6984866654-sso-single-sign-on


----- BEGIN PAGE https://help.canvasmedical.com/articles/6989049547-how-to-sign-notes-in-canvas
**Signing notes in Canvas** adds your formal provider signature to clinical documentation. This creates a clear audit trail and ensures you're meeting regulatory requirements—all while keeping your workflow smooth. We'll walk you through exactly how to sign notes, make amendments when needed, and track your signature history.
### Before You Begin
**What you'll need:**
  - An open note that's ready to finalize
  - The right permissions to sign notes
  - A note type that's configured to require signatures
**Good to know:**
  - Signing automatically locks your note at the same time
  - You'll see a **Sign** button if your note requires a signature (if you see **Lock** instead, your note type doesn't require a signature)
  - You can't undo a signature, but you can amend the note
### How to Sign a Note
  1. Finish all your documentation in the note.
  2. Review for accuracy and completeness.
  3. Click the **Sign** button at the bottom of the note.
That's it! Your note is now locked and signed, and the system automatically generates a PDF snapshot.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1766798187501-image.png?Expires=253370764800&Signature=tNX7uNFrRF2o4QwcqOAlq4gy~cF7uSW~jtmB0WC9BwgEewq25q-NKdXIBWjyZ75rFFEy~0uRZZdse5lMJG6SSX438fjLc8VkvfjkAzjjR-E3udS7JEzW7HrOQhk6neWv08JXZ~a0WreuNFYQ9KMvFqtzwHVTOr7VMK7BTYHvoH6EiZx5ELPgPnehbCT5IATcCLCLnoaGejOTdgkUfGscRPgo~3sgxE02wWrLcjLiFq65GAsynfN-HR1bO70tdAniNvwDDBXDUL89yL68vnB7AEJbkxZ4Ik4M099UkZv4LV7rtBMCDnmObVxX5fo~Mldm7kQmCOxO9IKrGEiqk9hKyQ__&Key-Pair-Id=K3NV4LZ47N8M46)
When you look at the note footer after signing, you'll see:
  - The **Amend** button
  - When the note was locked
  - When it was signed
  - A **View PDF** link to access that version
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1766802298979-image.png?Expires=253370764800&Signature=e1aFnv2P6aGlCdAT9B8-iFGIsLXKeBj4QxWcCfINXo9ndwVLPhGwPRcsqzYcfux2er4-jv0zOqMTOG6AeKP5KqHg-O0OXWOUg0ThANzwDNIouItqqat8OW6-~P5sKO3yDD77CPhh4g9250tRXGIjSsLGEcPfngNB2ftUI6ODSuDqGpgXnlRvGzbwhuBUUynBm3H92Erf3LPzxR5gY1OMEi5~bWDrC5cnuzBlvFT5am-RXuiuBhSKscBVonUWHRzNB8G7YXz0SZJEuvXGyAKCZZ4IxfrExduAQpr49G~PgL~5hswwEjHKHbmBELmEL~dOsDJtgL-J3JAjOn7sdfC69g__&Key-Pair-Id=K3NV4LZ47N8M46)
### How to Amend a Signed Note
Need to add something after you've already signed? Amendments are a normal part of documentation.
  1. Open your signed note
  2. Click the **Amend** button at the bottom
  3. Make your changes
  4. Click **Sign** again when you're finished
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1766802359770-image.png?Expires=253370764800&Signature=mTP-D97ZOOstL3BlayenuG4Rq9p-wSJNhBumsFILpU9ye5nfj5NVjH4iLyhTKd0llHHgkN9CdADDmFKMooX15l4imz~H8Bu6frRIPyc1RNpQvzLoS7RiFMiifijHUZkxD7qCgme5ZTYww~LBiJbUAqT5IG6lCbc~fDygG244XncjhNPErc97O-RMYwOjirELzBLqDPJRmLhd8bseOuji0tqupkBOeurAn3c9sONRZcJ9YmHf~8SF1gZCZAWUM0t6seCnltYDMx5hQYcAV~2L8nJqxnT7HHylDZ6kTKn0rKRsnaEVRmmHqzvkhX-lWqXO6n~D03k7dYNqQuwo4SE7Uw__&Key-Pair-Id=K3NV4LZ47N8M46)
Each time you amend and re-sign, you get a new entry in the note footer showing:
  - Who made the amendment
  - The date and time
  - Who signed after the amendment
  - A fresh "View PDF" link for this version
This version tracking lets you see exactly what the note looked like at any point in time.
### How to View Your Signature History
You can check signature history in two places:
**In the note footer –**
  - Shows most recent activity first (newest to oldest)
  - Uses your personal timezone
  - Lists locked, signed, and amendment events
  - Each signed event includes a "View PDF" link
**In your PDF printouts –**
  - Shows oldest activity first (chronological order)
  - Uses instance timezone for organizational consistency
  - Only signatures and amendments will be captured, locked events will not.
  - Has a SIGNATURES heading
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1766802564931-image.png?Expires=253370764800&Signature=ZyXomQDwFHVy6Leb3sO~yfdt~BDnIliG-wXd3NSeT7kA6eWb6vo22duQ4CSVgFn1YSy4tw2CMTXMWAu~oabMj0pAPs1prwPwnJMEtO1GF6oBbjtledUtMO9vC0ZSNvDe7JHJ1AC3yZleUE8BAGvJJdK4ucCOb7S6~T35ltP4VkDa43pzVqUEW3PDgqdp-eEm5f5lLM18~HkHx8ZWIAKBU9QbOyNQAv0jHW42wSWAgM9cSmzrM9l5RUdGZla7iIaRoRB6Lh70vAOWo02sRfXuDVGiiKFphsqm5FRuD7Ec2kdI5mQwsCxttwxQ~YngH62uQNHzJ-SXh4PzSJDVTr7i7Q__&Key-Pair-Id=K3NV4LZ47N8M46)
## Common Signing Scenarios
**Scenario 1: Standard visit note**
You document your patient encounter, click **Sign** when complete, and you're done. If you forgot something, click **Amend** , add it, and **Sign** again.
**Scenario 2: Note started by support staff**
Your MA opens the note and documents vitals and chief complaint. You come in, review their work, complete your documentation, and click **Sign** to finalize. Only your signature appears (if signature restriction is enabled for your practice).
**Scenario 3: Multiple amendments over time**
You sign your initial encounter note. Lab results come back—click **Amend** , add them, and **Sign** again. A specialist report arrives later—**Amend** and **Sign** a third time. All three signature events show up in order, each with its own PDF version.
## Tips for Signing Notes
**We recommend –**
  - Taking a quick moment to review before signing
  - Making sure all required sections are complete
  - Checking that your documentation supports any billing codes
  - Using **Amend** whenever you need to add something—that's what it's there for
**Try to avoid –**
  - Rushing to sign incomplete documentation
  - Signing notes for other providers unless it is a part of your practice's workflow
  - Forgetting to re-sign after amendments
## Troubleshooting
**I don't see a Sign button**
Your note type might not require signatures. Look for a **Lock** button instead. If you think it should require a signature, check with your administrator about the note type configuration.
**I can't sign this note**
The note may have already been signed or you may not be the note creator if signature restrictions are enabled. The footer will indicate which user is authorized to sign the note, corresponding to the user assigned to it.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1766803738666-image.png?Expires=253370764800&Signature=DRxvRoU01Y1kFQ2BPZSPr20f6tWPKmmRFgOkjH0O7dBobHfANsCNpKGvvhdIlCObBfO1jbI~pU~GNWGnXiESzW3vMo9EpDsJ1hgBwl~Yo2-cQcfheZQ3TUKeODKHq7A2LLyQRwp8BPbKwx3cKor33mKeqXlKnFKTS~DS9afM3CCFgVc8fO3wtCL44Gk16nW1tDTZCV5xx5kjnlK8AL0Uu74GTRmzNLNyzsEsxfCiQtO7njfZyfy71WpojZFKwaAzH22LoDJZfy1MIUzK6yG6ZH09sI~zjC4U69~HcoVrcYR-4Yq9ZR92UMCh-L5zPibvV5YwkaRSa0nURI52esvQlg__&Key-Pair-Id=K3NV4LZ47N8M46)
**The Sign button is grayed out**
Some required fields might be missing or you may be restricted from signing the note. Look above the note log for message on why you cannot sign the note.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1766804342127-image.png?Expires=253370764800&Signature=CsPAiyU4zIO1LT4iqu4n7EYxCUWir6jS~LymBkj5M6U~eWRwdwh5vbQT-aippeZ10uXGa42xiVQ7rEGs9Pe-b5mFrmErzJ18NPFV17WIglOqh6IN1pIG0LxU9L28JUn8hu5eAX44RbIBaBpP7h6-SRLYeJh-Xl9t7agj7apDJO77wpdj5syLv~Pc8u62QpLFEXnUw8SRRHPVpblLMEQtGgw~kdf41Xp3kk6mpWUFKkFdxQrdtHvXFad07JKjuYLgz7mqAGCYHIoTdhWNPLqGtTlqtxP0aVebUB3JUezIF4l26lb4WVDVVc4OJLJ3wwYh3W8gupTQnRCwE5vC6adTTA__&Key-Pair-Id=K3NV4LZ47N8M46)
**I need to make changes but don't see an Amend button**
Your note might not require signatures (look for **Unlock** instead). You may not be the user allocated to the note. If the signature restrictions are enabled, only the assigned user can amend the note
## Frequently Asked Questions
**Can I sign multiple notes at once?**
No, each note gets signed individually. This ensures you're giving proper attention to each clinical document before finalizing it.
**Do I need to sign my notes every day?**
This depends on your practice workflow and documentation requirements. Many practices encourage daily signing to keep documentation current, but check with your practice manager about what works best for your organization.
**What if I'm covering for another provider?**
If signature restriction is enabled, you can't sign notes that other providers created. Check with your practice administrator about your specific coverage workflows.
**Does the PDF change after I make amendments?**
Each time you sign, you get a fresh PDF — the previous ones will remain. You can access all versions through the **View PDF** links next to each sign event.
**How long does signature history stay in the system?**
Signature history is part of your legal medical record, so all signing and amendment events stay permanently. This supports compliance and audit requirements.
* * *
**Keywords:** sign notes, amend signed note, signature history, note signing workflow, electronic signature, View PDF
**Categories** : Clinical Documentation & Commands, Charting & Documentation, Workflows & Operations
----- END PAGE https://help.canvasmedical.com/articles/6989049547-how-to-sign-notes-in-canvas


----- BEGIN PAGE https://help.canvasmedical.com/articles/7017593857-creating-questionnaires
Our **Questionnaire, ROS, Physical Exam, and Structured Assessment Commands** are all built on our interview model. These can be created by admin teams and/or super users to support various use cases within charting workflows. These commands allow for the creation of custom templates, the capture of discrete data, and the extension of Canvas's data model to meet the needs of different care models.
# User Guides
## Questionnaire Commands
### Using the Structured Assessment Command
The Structured Assessment command allows users to create templated assessments linked to ICD-10 and CPT codes, simplifying diagnosis and updating patient records efficiently.
  - Add the **Structured Assessment** command to an open note
  - Select the appropriate Structured Assessment from the heading dropdown
  - Complete the Structured Assessment form and click **Record**
  - Verify any ICD-10 or CPT codes selected in the form, if applicable, drop to the billing footer
A structured assessment can have a CPT code or an ICD-10 code behind each value, but they do not automatically link in the billing footer. The codes must manually be linked
### Using the Review of Systems Command
The Review of Systems command is a micro-template command in Canvas that allows a Canvas Provider to take inventory of patient's body systems to identify signs/symptoms that the patient may be experiencing. Each micro-template can be custom built to document specific findings for a patient. 
  - Add the **Review of Systems** command to an open note
  - Select the appropriate Review of Systems from the heading dropdown
  - Complete the Review of Systems command and **Record**.
    - Select applicable signs and symptoms
      - All signs and symptoms are recorded as negative by default
        - Click the bubbles to select them as a positive sign or symptom
        - Click the speech bubble on positive selections to make an additional comments
        - Third click unselects symptom and records it as negative. You cannot unselect symptoms until all comments, if any, have been removed.
  - Select toggle to inactivate section
    - Inactivating section indicates that system was not reviewed 
    - Any selections previously made within the section will be cleared 
    - Selecting the toggle again will activate section again
  - Select **Record** to commit the command 
  - Select the command again to expand view
**NOTE:** _Once the ROS command has been committed you will see a preview of any positives documented in the ROS. You can select the If you print the note you will be able to view the full ROS that was documented._
# Setup & Configuration
## Using the Questionnaire Builder
The Questionnaire Builder is the recommended way for admin users to create and edit Questionnaire, Review of Systems, Physical Exam, and Structured Assessment forms directly in Canvas.
For a walkthrough of updating a questionnaire, review the [Updating a Questionnaire with the Questionnaire Builder guide](https://app.arcade.software/share/xK79waUAi5Oyh8jBsEm8/guide).
### Create a New Form
  - Click the triple line menu in the upper left of Canvas.
  - Select **Questionnaire Builder**.
  - Select **Create New Form**.
  - Choose the form type: **Questionnaire** , **Structured Assessment** , **Review of Systems** , or **Physical Exam**.
  - Enter the form name and complete the required fields.
  - Add questions and response options as needed.
  - Review the form, then select **Publish** when it is ready for use.
### Edit an Existing Form
  - Open **Questionnaire Builder**.
  - Select **Edit Existing Form**.
  - Choose the form from the dropdown menu.
  - Update the form name, questions, responses, or settings.
  - Select **Publish** to make the updated version available for future use.
Published changes apply when the form is used going forward. They do not update questionnaires that were already recorded in a patient chart.
### Builder Settings
  - **Carry forward:** Configure whether previously recorded responses can populate the form the next time it is used.
  - **Social Determinants display:** Configure whether questionnaire responses display in the Social Determinants section of the patient summary, when applicable.
  - **Status:** Publish or unpublish a form to control whether it is available for use in Canvas.
## Building via Google Sheets
Questionnaires are created using a Google Sheet template that was shared during onboarding. Please reach out to the Canvas Onboarding Manager if assistance is needed locating the template
  - The template allows configuration without needing code.
  - **Questionnaires (blue)** consist of multiple **Questions (red)**. Each question is paired with specific **Question Responses (green)** , creating a structured data model for effective use.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730590591707-JessScreenshotfromGoogleChromeon2024-11-026%25402x.jpg?Expires=253370764800&Signature=DMAc3SK-mwAviR~5aS1fxwE42MBONVxfH-c2oG2AkcvMB-n1VBBW3ADUsYtWOXRyunJlNdQjopDyxGPyciL5xfmK5lMnepPWWk~PVIqW4VFwJ-hi9B3uePNUC5eWb2TOkpktm7Fws9CmB502HEWjSSOhqkEr-MWJXzTtOHXhoceYu96Miml9xveS-Tlh5D9H0zT5twlRhI-G2ifcr-thVXsWyxboMjry~w2eoS54WbvhF6Y1vvi1h1GAJAKD3L5CAR0XgwhVZ9Kpns6LmqG6APofXwbaDRaPOIu4CuiFCKQrvNG7-AKuL8H7LPpDCq95mTbu1xDgDJksfDshmv0ViQ__&Key-Pair-Id=K3NV4LZ47N8M46)
## Questionnaire Types
The use_case_in_charting field (cell C5) within the template determines which Command the template is associated with.
**Command**| **Use Case**| **Use Cases & What is Different**  
---|---|---  
Questionnaire| QUES| Used for intake forms, social history, screening questionnaires, and general charting templates.  
Review of Systems (ROS)| ROS| Switch off the radio button for any non-essential systems to exclude them from internal and external documentation, ensuring a cleaner and more relevant dataset.  
Physical Exam (PE)| EXAM| To exclude and hide unnecessary systems from both internal and external documentation, disable the associated systems by toggling the radio button to the "off" position.  
Structured Assessment| SA| ICD-10 and CPT-backed responses offer an effective substitute for the Diagnose, Assess, or Perform Commands. By selecting these options, the relevant codes will automatically populate the billing footer.  
We suggest naming the questionnaire tabs on the loader sheet with prefixes that represent the use case. This approach makes it easier to identify and manage different templates.
## Codes
All questionnaires, questions, and question responses must be code backed. The following standard code systems are supported:
  - **CPT**
  - **LOINC**
  - **SNOMED**
  - **ICD-10**
Additionally, a custom code system may be used:
  - **INTERNAL** : The code system does not fall under any of the categories above
  - **CANVAS** : Intended for specific Canvas-related concepts.
Codes are case sensitive and must be entered in ALL CAPS
### Question + Response Code Criteria
When loading a questionnaire, the following criteria must be met:
  - All questions and responses in a questionnaire must have a unique system and code
    - If two question responses have a matching `code_system` = `LOINC` and `code` = `87245` in the same questionnaire, an error will occur while attempting to upload the questionnaire.
    - If two different questionnaires share the same `code_system` and **response** `code` values (e.g., `code_system` = `INTERNAL` and `code` = `ABC123`) and are part of the same chart, enabling carry forward functionality may lead to retrieving an incorrect response.
      - Questionnaire A recorded with the following entries:
        - Q: What is your favorite color?
        - A: Blue
      - Questionnaire B with carry forward enabled:
        - Q: What is your favorite fruit?
        - A: Blue
  - Using identical coding for responses to different questions within the same questionnaire is acceptable. This approach is recommended only when the responses convey the same conceptual information.
## Questionnaire Field Descriptions
These settings are adjusted by modifying the corresponding cells within the relevant row for each Questionnaire, Question and Response.
### **Questionnaire Settings** 🔵
**Name**| **Questionnaire Field Description**| **Required**  
---|---|---  
use_case_in_charting| Choose from the following options:
  - **QUES** for Questionnaire
  - **SA** for Structured Assessment
  - **EXAM** for Physical Exam
  - **ROS** for Review of Systems
| Required  
code_system| Choose from the following options:
  - [SNOMED](https://browser.ihtsdotools.org/?perspective=full&conceptId1=404684003&edition=MAIN/2024-11-01&release=&languages=en)
  - [LOINC](https://loinc.org/)
  - [ICD-10](https://www.icd10data.com/)
  - [CPT](https://www.ama-assn.org/practice-management/cpt)
  - INTERNAL
| Required  
code| Insert the relevant code associated with the code system  
Example: **72109-2**|  Required  
scoring_function_js| 
  - Leave blank if no scoring is desired
  - Refer to the **Questionnaire Scoring** section of this article for further details
| Optional  
can_originate_in_charting| 
  - If active, insert `TRUE`
  - If inactive, insert `FALSE`
| Required  
expected_completion_time| Insert the estimated number of minutes required to complete the questionnaire, ROS, PE or SA.  
Example: 5| Optional  
search_tags| Deprecated field| 
* * *  
scoring_code_system| Deprecated field| 
* * *  
scoring_code| Deprecated field| 
* * *  
content| Leave blank| 
* * *  
prologue| Text that will be displayed to the end user at the top of the questionnaire prior to recording a response.| Optional  
use_in_shx| 
  - Enter `TRUE` to display recorded questionnaire information within the SDOH section of the patient summary.
  - Enter `FALSE` to exclude recorded questionnaire information from the SDOH section of the patient summary.
  - If left blank, the default value will be `FALSE`.
| Optional  
### **Question Settings** 🔴
**Name**| **Question Field Description**| **Required**  
---|---|---  
name| 
  - Name of the question
  - The text that will be display for the question in the command
  - The **name** field should match the **content** field
| Required  
code_system| Choose from the following options:
  - [SNOMED](https://browser.ihtsdotools.org/?perspective=full&conceptId1=404684003&edition=MAIN/2024-11-01&release=&languages=en)
  - [LOINC](https://loinc.org/)
  - [ICD-10](https://www.icd10data.com/)
  - [CPT](https://www.ama-assn.org/practice-management/cpt)
  - INTERNAL
| Required  
code| 
  - Insert the assigned code
    - Example: 44250-9
  - No question codes should be reused within the same questionnaire
| Required  
code_description| Provide the description for the assigned code.| Optional  
content| 
  - The text that will be displayed when the command printed.
  - Should match the question's **name** field
| Required  
responses_code_system| Choose from the following options:
  - [SNOMED](https://browser.ihtsdotools.org/?perspective=full&conceptId1=404684003&edition=MAIN/2024-11-01&release=&languages=en)
  - [LOINC](https://loinc.org/)
  - [ICD-10](https://www.icd10data.com/)
  - [CPT](https://www.ama-assn.org/practice-management/cpt)
  - INTERNAL
| Required  
responses_type| Choose from the following determine response type:
  - **SING** for Single Select: One response selected from a dropdown
  - **MULT** for Multi Select: select multiple responses associated with one question
  - **TXT** for Free Text: Type in a free text response
  - **DATE** for Date Fields
| Required  
use_in_shx| 
  - Enter `TRUE` if responses to this question should be displayed within the SDOH section of the patient summary.
  - Enter `FALSE` if responses to this question should NOT be displayed within the SDOH section of the patient summary.
  - If this field is left blank, Canvas will assume a value of `FALSE`.
| Optional  
### **Response Settings** 🟢
**Name**| **Response Field Description**| **Required**  
---|---|---  
name| 
  - Name of the response
  - The text that will be display for the response in the command
| Required  
code| 
  - Insert the unique code
  - No response codes should be reused within the question.
| Required  
code_description| Provide the description for the assigned code.| Optional  
value| 
  - SING or MULT select
    - Leave blank if no scoring is desired.
    - If scoring is desired, insert the numerical value assigned to each response in the field
  - TXT
    - This is the text that will be displayed within the free text field by default.
    - If necessary, input predefined text here. If no input is required, leave this field blank.
  - DATE
    - Leave blank
| Optional  
## Questionnaire Scoring
Scoring assigns numerical values to responses, enabling automated calculations and standardized assessments. It helps evaluate patient conditions, measure risk factors, and ensure consistency in data interpretation.
  - **Default Scoring:** Add `default_score` to cell 5F to sum the numerical values assigned to responses. Each response must have a numerical value, including decimals if necessary.
  - **Custom Scoring:** Allows for specialized scoring models requiring engineering support. A request must be submitted, specifying the scoring scale and methodology.
    - Example: The score of X means the patient is at high risk for dementia
### **Supported Custom Scoring**
Below is a list of existing custom scoring functions available. Questionnaire scoring can be fully customized using the [Canvas SDK](https://docs.canvasmedical.com/sdk/effect-questionnaires/#creating-a-questionnaire-result)
**Questionnaire**| **Scoring Function**  
---|---  
Six Iten Cognitive Impairment Test| 6cit  
ACEs | Adverse Childhood Experiences| adverse_childhood  
Asthma Control Test| asthma_control  
Alcohol Use | Audit-C| auditC  
Beck Depression Inventory| bdi  
Bipolar| bipolar  
CAGE| cage  
CAGE AID| cage_aid  
COPD Assessment Test (CAT)| cat_copd  
CIWA-AR (Alcohol Withdrawal Scale)| ciwa_ar  
COWS (Clinical Opiate Withdrawal Scale)| cows  
C-SSRS| cssrs  
DAST-10| DAS10  
DASI| DASI  
Default Score| default_score  
DSM5 Criteria - Substance Abuse Disorder| dsm5_sud  
Edinburgh Postnatal Depression Scale| epds  
Epworth Sleepiness Scale| epworth  
GAD-2| gad2  
GAD-7| gad7  
Domestic Violence (HARK)| hark  
HOOS-12| hoos_12  
KOOS-12| koos_12  
Mini Mental State Exam| mmse  
Montreal Cognitive Assessment (MoCA)| MoCA  
Nose| nose  
Nutrition Screen| nutrition  
Oswestry Low Back Pain Disability| oswestry  
PGWBI| pgwbi  
PHQ-2| phq2  
PHQ-9| phq9  
PHQ-A| phqa  
AUA BPH symptom score| prostateSymptom  
PTSD| ptsd  
Short IQCode (Informant Questionnaire on Cognitive Decline in the Elderly)| short_IQ  
Sleep Screen| sleep  
Social Isolation| socialIsolation  
SPRINT Assessment| sprint  
Trauma Screen| trauma  
WHODAS-12| WHODAS12  
WHODAS 2.0| WHODAS20  
Y-BOCS| ybocs  
Zung| zung  
## Uploading Questionnaires
Once the questionnaire has been completed in the Google Sheet, it must be uploaded into Canvas.
  - Navigate to the **Practice: Questionnaire Loader** settings.
  - Copy the complete URL of the specific questionnaire from the Google Sheet.
  - Paste the URL into the **Google Sheet ID or URL** field within Canvas' questionnaire loader.
  - Input the exact name of the questionnaire tab from the Google Sheet into the **Google Sheet tab name** field.
  - Click **Load**.
  - A preview of the questionnaire will display in Canvas:
    - Click **Load** if the preview looks accurate.
    - Click **Cancel** to make changes if needed.
  - If Canvas detects any errors within the questionnaire, an error message will display. The questionnaire will not load until all issues are resolved.
## Inactivating a Questionnaire
To inactivate a questionnaire that is no longer valid for the practice, follow either process below:
### Questionnaires Setting
  - Navigate to**Settings** > **Practice: Questionnaires**
  - Click the questionnaire that needs to be inactivated to open its page
  - At the top of the page, click the **Status** dropdown and select **Inactive**
![2025-03-27_11-10-43.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1743088314027-2025-03-27_11-10-43.png?Expires=253370764800&Signature=Huhr7S~MOeCE7ovHA2Oic8iLJyqublDzD8FTEBEWSLEQ4pokSC6otzmP7iKYUTmfUl5x6XKocT-4qRsJHvnfHD5avi5ySJZFuh1L~cboA1o8Q0~J8Pa5WKURZ3ujouOmqdKE4WBPmMhWM~5lkJ3hvR3YxWev9jg1oHpfkgvDK7bl8LjvSpRueiSfYTQdU9mmGgm0jT8AvL9QxisDkFuf1y7lraBCrmaDeI~o1aFpUuXdIgML1JGC87DqX~O6HePnV3SgymN0AAkxDfnJKNUhKXG1-zl0WFaFNpqsd~TELO7WChUa7HQ775HHWFYPuBWKh9boDm9SIcPYF9qCqBRnvA__&Key-Pair-Id=K3NV4LZ47N8M46)
### Questionnaire Builder
  - Click the triple line menu in the upper left of Canvas
  - Select **Questionnaire Builder**
  - Click **Edit Existing Form**
  - Select the questionnaire that needs to be inactivated from the dropdown menu
  - Select **Unpublish** in the upper right
## Resources
----- END PAGE https://help.canvasmedical.com/articles/7017593857-creating-questionnaires


----- BEGIN PAGE https://help.canvasmedical.com/articles/7060961677-point-of-care-poc-tests
The Point of Care (POC) Lab Test command enables healthcare providers to order, document, and charge for laboratory tests that are completed within the office at the time of the patient visit. This command streamlines the workflow by allowing immediate documentation of test results directly into the patient's chart while ensuring proper billing and clinical record-keeping.
# **User's Guide**
## Getting Started
This process begins with an open note of the patient chart. The POC Lab Test command provides a streamlined way to document completed in-office laboratory testing with immediate result entry and proper billing documentation.
## Using the POC Lab Test Command
To initiate and complete a POC Lab Test command:
  1. Add the **Point of Care (POC)** command to a new or existing note.
  2. Select the lab test in the command heading
  3. Complete command fields
     - **Indications:** Medical reason for the test being performed
Depending on the lab test selected, additional field(s) may appear to input the results from the lab test.
     - **Comments:** Enter any free text comments related to the results
       - Field has a 512 character limit
  4. Click **RECORD** to commit the command
     - The results of the POC test are accessible under the lab results in the patient panel
     - The **ordered date** and the **reported date** for the POC lab test will match the date of service on the note.
       - If the date of service for the note is changed after the command is committed, the **reported date** will be updated to match the new date of service, while the **ordered date** will continue to display the original command commitment date.
# **Configuration & Set Up**
Refer to our [**Custom Lab Reports Template**](https://help.canvasmedical.com/articles/5081934202-custom-lab-report-templates) article for comprehensive instructions on creating lab reports to display within the command.
# **FAQ & Troubleshooting**
**Q: What happens if I don't see the results fields after entering an indication?**
A: Results fields appear automatically based on the indication selected. If fields don't appear, verify that you've selected a valid indication that corresponds to the lab test ordered.
**Q: What should I do if I exceed the 512 character limit in the Comments field?**
A: Keep comments concise and focus on essential clinical information. If additional documentation is needed, consider adding a separate note entry or using other documentation methods within the patient chart.
**Q: What steps should I take if the Point of Care (POC) test I need is unavailable in the command?**
A: Follow these steps to resolve the issue:
  1. Navigate to **Settings > Data Integration: Lab Report Templates** and check if the lab test is listed. If it is, ensure the test is marked as **Point of Care Test** so it becomes available for selection in the command.
  2. If the lab test is not listed, create a new lab report template to include the required lab test. Reference our [Creating a Custom Lab Report Template](https://help.canvasmedical.com/articles/5081934202-custom-lab-report-templates) article for guidance on this process.
## **Related Resources**
  - [Video: Point of Care Command](https://www.loom.com/share/5f0f8659c51b44549aaf2308a78173e0?sid=d582005c-48b6-439b-abe3-eb84f8535e9c)
  - [Custom Lab Reports Template](https://help.canvasmedical.com/articles/5081934202-custom-lab-report-templates)
  - [Processing Lab Reports](https://help.canvasmedical.com/articles/1652834476-processing-lab-reports)
* * *
**Keywords:** POC lab test, point of care, laboratory, in-office testing, command documentation, lab results, billing
**Categories:** Commands, Laboratory, Documentation, Point of Care Testing
## 
----- END PAGE https://help.canvasmedical.com/articles/7060961677-point-of-care-poc-tests


----- BEGIN PAGE https://help.canvasmedical.com/articles/7126006931-automations
Canvas notes provide a flexible, "blank canvas" to document patient encounters by adding individual commands. Automations streamline documentation by serving as templates, which can contain either a single pre-filled command or a series of commands. Establishing automations for various encounter types significantly enhances efficiency.
# User's Guide
## Creating a Personal Automation
To create an automation, begin with a designated test patient, ensuring the last name is **Zztest**. This setup provides a safe environment and ensures no unintended inclusion of real patient data.
  1. Open a blank note for the test patient
  2. Enter the command(s) to include in the automation
     - While not required, it is best to commit commands being added to an automation. If an uncommitted command attached to an automation is accidentally removed or altered, it will affect all automations going forward.
     - The automation retains the team or individual assigned within a command when saved.
     - When adding a prescribe command, leave the pharmacy field blank to ensure broad applicability. Additionally, you can pre‑populate other prescription fields for efficiency: **Sig** – e.g., "one subcutaneous injection weekly"; **Days supply** – e.g., 28 days; **Quantity** – e.g., 2 mL; **Refills** – e.g., 0 for controlled substances; the **Prescriber** field will auto‑fill with the logged‑in staff member.
  3. Once commands are finalized, click the triple-dot menu next to the first command and select **Create or update an automation**.
When the automation is later used, commands will execute in the sequence they were originally saved.
  4. Type the preferred name of the new automation
![2025-03-04_19-43-48.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1741135487893-2025-03-04_19-43-48.png?Expires=253370764800&Signature=Hlz~Fx7W9vSkpNNdfTPbF3O-DvHzAUaH4tQ925TP8EUzqseYHDDMSkswhbzlW-okFtsJvbo5YSACSPSwnnfC0q57yhBgEUY5vmyN-6jilGCD10NAte3uxyK32LN5aKJ--AyUWNbXhXN~~7JFM7KUT5jh5KU116ERNRtkRG6UCDD7PreqZbBsgVcW5falG7erwPvcrcAmAOQm4QAZ5qw5bUSmtyu97vZz2WTjnyNbgzSEZOKpBYnE~6DJ3EAIhM2fTFMrGme9rHa8WFDR9exq2kS-gwZhkeIPN4vjDEaotnbbF1JRBCmNXRLHAdJR3wH2bmDRM7leYFY~OfVL~lP3Bw__&Key-Pair-Id=K3NV4LZ47N8M46)
  5. The automation is successfully created when its name appears alongside a lightning bolt icon.
![2025-03-04_19-47-56.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1741135702899-2025-03-04_19-47-56.png?Expires=253370764800&Signature=XfCx0wzmlvF06Vz9ReTX3rV48oThVhb7VwkgNWT7SHOTCq-0cxhaHIGTKeBn2xZWq9SjdkpozxvbtyF5pf9oeWfN0gz8slipI~ewrzoujoO7COyYmUMQxURTR9udpI~w4UWXx5WukUGSYGpVnH3ylCvD73qWNnH1THFR9u8djOLx5buMGoi4Wy~84tOjZnbgbnk~NcrGcyskZaxJ36ZN78F92wDUX~7MR7fKSVrpq65Xqwvtc~r-ahkm7CNEL29iCl~esHq-gbP0~zREySctjJpyrQxZzPkHe4DwokY~WqOCwTLyjI8DYoSftX83R5Tg6m2iLaE5gPTPTSeJoRhcaA__&Key-Pair-Id=K3NV4LZ47N8M46)
  6. Sequential commands will be added to the automation by clicking the triple dot and searching then selecting the name of the newly created automation
![automation](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730585957582-automation.gif-67bdc4c1-60dd-4a0f-bfb7-42093aff9452?Expires=253370764800&Signature=Nme5qDAcHxSVgpUcE6kRlmxvqzL7wLduQTpIJEA1BKcnvbmz14My~R84~vWfojyt573ZmQNZvwPfHpbK9o7PbuYFzrzjfFNitYn3UXwTJcnizjun1trIJ7AOMjJ6dsTqQvS8vY6TCcQI0Td14k3qviP~c5PtNLwe42TQKQYFmp0NyqJJXEasFRCXUvLCKUzd9mcscbvny8J3mLFbWCLBNJfyRvd~lNcxzOTTXaZXxKQZTNgIMmgwTyY1c2cAo-yZF6DdCLNEd1M70-NJOJF3KeWjxZ22lh7qrNS7JfPLU0zzHuLBOS0hEr~ScSOP5zj2vqQBFQlSHVed3zGUAfK1rA__&Key-Pair-Id=K3NV4LZ47N8M46)
  7. Once the full automation is created, open a new note and type the name of the automation to confirm it is available
     - The lightning bolt next to the name in the dropdown will indicate it is an automation
     - Typing a `space` into the note first will only include automations in the dropdown
  8. Select the automation and confirm the commands display correctly within the note.
![using-an-automation](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730585991779-using-an-automation.gif-bc88547f-40c4-46d2-b327-7a93c892a9bb?Expires=253370764800&Signature=Y-lM8s~SNe4b8G1MjVODvcQn6uLG16HdxOTwVvSBaF174MSjDIA7inQOrA8Oxb2NCq5GSMtxJfRFHOEHaISFB-~kp995MPVkvuB-eJDfB--9SgCtwFylHn~m0bwjxuw~qh8KTH46LFVla0aNEJczuBJ3BrzFB-37zxNIcrFPJTu~iV1wvFmGVPOLlLLnhXg~v5ISmhWdoXjl9D0TKxN0XFp9yAxHabTg5cSE2lTOVgGlGv-6GBB6HnxLhyl~S0NiKkVBwMmTJGVSI-lkZQPWQuvYN19MG8wsvclTH6ZQ72P5HNGJ4Mqsay8F4a~I-4nnqHCgba~6VwK3Vp9gzzUyBA__&Key-Pair-Id=K3NV4LZ47N8M46)
### Recommended Workflow to Keep Automations Organized
  1. Use an Automation Zztest patient for creating all automations.
  2. Create a new note for each automation.
  3. Use the Reason for Visit command to title each note with the name of the automation for easy tracking.
     - When **Structured Reason for Visit** is enabled, add the name of the automation to the **Comment** field of the command
  4. Commit commands when possible to avoid accidental removal.
  5. Lock notes when possible to prevent multiple automations overlapping in one note.
## Using an Automation
  1. Type the automation's title in the note and select
     - The automation appears in the dropdown with a lightning bolt symbol
     - Typing a `space` into the note first will only include automations in the dropdown
  2. All saved commands populate in the note
  3. Additional commands can be added to the note outside of what was included in the automation
  4. Proceed following the usual process complete and commit the commands
## Adding to an Automation
Commands can be added to an automation by any Canvas user
  1. Open the automation test patient note and create the command to add to the automation.
  2. From the command's triple-dot menu, select **Create or update an automation**.
  3. Search the name of the existing automation and select from the dropdown
  4. The lightning bolt and automation name next to the command will indicate the command was successfully added to the automation
![2025-03-04_21-08-24.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1741140540316-2025-03-04_21-08-24.png?Expires=253370764800&Signature=EFz3OL3Y5btzjW85Ffz7fuahVyLbF7Mob9QgWAE3rGlNEpCrkN-MXUSMCVEJ5ZgFUVzPbFJYWJtliyTsQiZ~KINXX8Fy4yTx~FSfEQIkr07hWysHco6Y4C7KnDzNm9Cs-whz4wwmBBgek4cL-8~veDYjToOaX~tXiBVT6sm3hP5RZWCYRHMCUsgB7aCMMtymeiR0TmJaKixM6L5Nd6eMCgYOz4IOTh0xKUoeheIupuAARoqkXbhjva0WlIi1IqUNPcaO9h1c22Bmy4B6sDU1l7AF0Vz5UIDwAtueI1B7OOP3OCeRfac8GyXZnJY0nsgjDY3gB1ZZEc3oSnQjPvXTFw__&Key-Pair-Id=K3NV4LZ47N8M46)
# Setup & Configuration
## Sharing an Automation
Automations are private by default but can be shared across an organization.
  1. Navigate to **Settings > Practice: Automations**
  2. Check the box next to the automation that needs to be shared
  3. Under the **Shared** column, ❌ indicates the automation is not shared and ✅ indicates the command is shared
![2025-03-04_20-20-08.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2Fc671566f-3e1c-4d1e-84b3-d3ce15d29b25-1741137745786-2025-03-04_20-20-08.png-c3ce75a8-b478-4ab4-b01b-0b5deaef428f?Expires=253370764800&Signature=OG9bswEp-RRGY90wSO-O98Y3zOcelLxhDpwFffS~P5CqDmvOd0l34U~ettZsMg1vzWPw6CIZDYPCy90oRxI9GJqV7IpNGDNfPAmWcd~xR-qDPEUnkDy9iIL0w7w4Fj~ZjR9sP9-bEE89M6LmXD9-cwjgasBpemtlkNc1TkUGap3c7pba3GwwpE5Ib4Mm1meuZBnUM3BIjbbwGO3oksOn7bIg-BAp9twNTy9VmPXK0swgFsbps1~A7uDRMeh5qLRjypFOghlVF86JEcEHnX8HZS1JZyIjGN2RzoqERGKHPo1PCzfvhyNNWI3nFM3BJCF0vtqEqqnXzwE6YuxQfsxSZA__&Key-Pair-Id=K3NV4LZ47N8M46)
  4. From the **Action** dropdown, select **Mark selected as shared** and click **Go.**
![2025-03-04_20-18-10.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F896f277f-edd8-42a4-9c3a-393dce596669-1741137761895-2025-03-04_20-18-10.png-96a95137-bd9b-4595-b34e-dca4d9e0cf5f?Expires=253370764800&Signature=rmKacn-0k0RDSh-rEkAEzQoS9BWOqz4FT4MKvDk9W~2FaSxEM5aOhN0JcNK74LmFFO4bYaW2CDCIQ3~gAFauPQVu4ISPcBW1sJwPpQ9yF4kQC-XCL0sdoXLzU~P5P9--MitOeK6jgvCvHugAeSBYAYFkiSDnZPZaB63ltcjiBxzkARJ4wM6o-atwaj-W579r7d6O8Kf4MoPqFQn1bIbi7ERX8LYTTbmNWHIwY1vfUDPbehwYnLUCvk-88NRRwAxQmlN6fIiuFG2MBsuIRCzqLYlz34Yedm4FhViaSwV~F8vfFPbS3huPbe9R9JLX6VtNihjpRG8vTKVCXKKsQOph6g__&Key-Pair-Id=K3NV4LZ47N8M46)
## Modifying an Automation
To remove commands, adjust their order, or change the content within a command, it is recommended to open two browser tabs to complete the process.
**In the first tab**
  1. Open the automation test patient's profile
  2. Create a new note and include the automation you want to modify
**In the second tab**
  4. Navigate to the **Practice: Automations** settings
  5. Check the box next to the automation you are modifying
  6. From the **Action** dropdown, select **Delete selected automations** and click **Go**
**Return to the first tab**
  7. Refresh the test patient's page
  8. Update the commands within the note containing the automation
  9. Click the triple dot on the first command you want to include in the automation
  10. Enter the automation name in the **Create or update automation** field
  11. For subsequent commands, search for and select the automation name from the dropdown to add additional commands
![2025-12-12_10-10-11 \(1\).gif](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1765552297873-2025-12-12_10-10-11%25281%2529.gif?Expires=253370764800&Signature=HH2B9aW1VzyUdS7Lc0s3WNwvu9FpQ~t5ZJxt2Kww9n3gMpaI65SHhDSkwO9zOgIsqNCEX~b4BDA8zFW1pmh59vHp3CYupsePF-RqWVV~4Hcqd2WUSx8xI5ETQWmkVhU-f6NhFYaGK732XNCBrTNMo6R9Y3Pa6riPEgB5JMesdzlfhypT7HA7hVxnMJnJlpC0YPL8tyDZXEQnyEZcUeq3BkiKLU0IvxdbZI08rfYi4CJTRsUBkDUyosidCJgo1Cjvt3PmWtAzVwTKsgF1WL~K~HgSDc4DVXiqHlJP2PqAVDAW6CizpvYYCoGzvHIzxsLkJPmH07LzPa72F7o-zhSP3g__&Key-Pair-Id=K3NV4LZ47N8M46)
**Note:** Modifying an automation only affects how it functions moving forward. Any notes created before the change will remain exactly as they were.
## Deleting an Automation
  1. Go to the **Practice: Automations** setting
  2. Check the box next to the automation being deleted
  3. Choose **Delete selected automations** from the **Action** dropdown and click **Go**.
![2025-03-04_21-10-16.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1741140620784-2025-03-04_21-10-16.png?Expires=253370764800&Signature=MOwG7FXBMHJ2bdytzi4HHraNxx2DuefgUS3-4MIUP0vrOprefIh210T0Kw~g1G0GUOsf0MJ8jo6CDZP3LyThCnoYtxk6LNSELKr5I7zCUJlGauw9-GC9f6INZrKKuL52zVqLhCiJNUoksUklSQJklzVaokBaaCdhAJ~aXqizDgMfTDeAivsH7qBh7PiAY1LGOLQ8GRepmtNJAyK64UnEU~d~VkPyz~Hu-Ku5AlpESscr-ydRk3OlpL706HWgC2QiXaQ0SPKGGtCok~xPJg4HiYxvtYdkM31KWwVqcBXX1-ZGnnMePx2~oEJCR-TXPXCYqzzRDa7fBN~~KpRAURdgOw__&Key-Pair-Id=K3NV4LZ47N8M46)
  4. Confirm deletion on the **Are you sure?** page.
Avoid deleting shared automations unless the changes are communicated and agreed upon by all users.
# FAQ & Troubleshooting
**Q: Can I modify an existing automation?**  
A: Yes, but the existing automation must first be deleted before saving the updated version under the same name.
**Q: Can I add a new command to an automation after creation?**  
A: Yes, simply use **Create or update an automation** and select the existing automation.
### Reference Videos
[Automations](https://www.loom.com/share/35bf5cb8b4f04150b5c70e49898f8750?sid=80df710f-ecab-450b-9325-a272a557860f)
**Keywords & Metadata**
**Keywords** : Canvas automations, patient documentation, note commands, automation setup, automation management, shared automations, automation  
**Categories** : Documentation, Automation, Canvas Notes
----- END PAGE https://help.canvasmedical.com/articles/7126006931-automations


----- BEGIN PAGE https://help.canvasmedical.com/articles/7194215286-canvas-patient-safety-scale
## Introduction
Patient safety issues are those that interfere with the process of health care and could lead to diagnostic errors, medical errors, injury, or other preventable harm to a patient during the process of health care (AHRQ).
This article defines the patient safety scale we utilize to assess and prioritize events with high clinical severity that fall in the realm of patient safety. We understand how critical patient safety concerns are and it is our top priority to address them as quickly as possible and ensure we perform the necessary validation to prevent further occurrences. 
## Scale 
### P1 Patient Safety
**Patient safety issue with low likelihood of human mitigation.**
  - Canvas users are unlikely to notice the issue and/or they are not reasonably able to take steps to prevent patient harm.
  - If either of these is true, there is a low likelihood of human mitigation.
  - **Example** \- Canvas fails to associate a medication with the appropriate code and sends  
the wrong medicine to the pharmacy.
### P2 Patient Safety 
**Patient safety issue with high likelihood of human mitigation.**
  - Canvas users are likely to notice the issue and they are reasonably able to take steps to prevent patient harm.
  - If both of these are true, there is a high likelihood of human mitigation.
  - **Example** \- Prescribe command fails for all patients, with an error message in the UI.
----- END PAGE https://help.canvasmedical.com/articles/7194215286-canvas-patient-safety-scale


----- BEGIN PAGE https://help.canvasmedical.com/articles/7194605474-report-jobs
Report Jobs in Canvas provide valuable insights into a practice's financial and operational performance. These comprehensive reports assist healthcare organizations in monitoring key metrics, identifying trends, and improving workflows through data-driven decision making. Understanding how to generate, analyze, and interpret these reports is essential for effective practice management and revenue optimization.
# User's Guide
## Available Reports
Canvas offers nine core report types that cover different aspects of practice operations:
### Financial Reports
  - **Accounts Receivable** : Daily summaries of open accounts receivable, charges, payments, and adjustments. This report provides critical financial insights including:
    - Current amounts owed to the practice
    - Outstanding balances organized by provider
    - Comparative financial standing across different time periods
    - Daily summaries of charges, payments, and adjustments
  - **Patient Payments** : Tracks patient payments including method, deposit date, and responsible staff member. Key insights from this report include:
    - Total patient collections over specified time periods
    - Staff performance analysis for payment collection activities
    - Distribution analysis of payment types (copay vs. balance payments)
    - Payment method tracking and trends
  - **Reimbursements** : Summarizes reimbursements by payer, billing code, and write-offs. This report helps practices:
    - Assess payer compliance with contracted rates
    - Measure collection effectiveness for specific billing codes
    - Evaluate fee schedule performance across different procedures
    - Identify reimbursement patterns and discrepancies
  - **Cash Reconciliation** : Tracks day-to-day deposits from insurance and patient payments. Essential for financial management, this report enables practices to:
    - Verify alignment between cash deposits and bank statements
    - Identify proportions of deposits from patients versus insurance
    - Evaluate individual provider contributions to payment collections
    - Track daily deposit patterns and trends
  - **Adjustments** : Details adjustments made to accounts and highlights deviations from rules. Important for financial oversight, this report reveals:
    - Volume and reasons for account adjustments
    - Adjustments that deviate from predefined rules
    - Common adjustment codes and emerging trends
    - Pattern analysis for improvement opportunities
### Operational Reports
  - **Appointments** : Overview of scheduled, checked-in, no-show, and canceled appointments. This operational report provides insights into:
    - Appointment trends including no-shows and cancellations
    - Staff involvement in appointment booking and management processes
    - Same-day booking and cancellation patterns
    - Overall appointment volume and scheduling efficiency
  - **Production** : Tracks procedure charges, units, and RVUs (Relative Value Units). Critical for understanding practice productivity through:
    - Identification of high-performing CPT codes and procedure categories
    - Analysis of procedure demand for each provider
    - Monitoring of total RVUs generated by the practice
    - Tracking of units and charges across different services
  - **Schedule Utilization** : Summarizes appointment times, availability, and booking percentages. This report helps optimize scheduling by showing:
    - Provider calendar utilization rates and efficiency
    - Average appointment length by provider
    - Provider appointment volume within specified timeframes
    - Schedule optimization opportunities
  - **Audit Report** : High-level overview of user views and events within the Canvas platform. This report provides comprehensive oversight capabilities by tracking:
    - User views and events that occur within the Canvas platform
    - High-level overview of system activity and user interactions
    - Access patterns and usage analytics across the practice
    - Platform engagement metrics for compliance and operational review
## Understanding Report Structure
Some reports will include a **Data** and **Dashboard** tab
**Data Tab** \- Contains the raw data fields selected during generation, providing access to all underlying information for custom analysis.
**Dashboard Tab** \- Includes a pivot table configured based on the Group By selection (only available when a Group By option was selected during generation).
## Generating Reports
  1. Navigate to **Reports: Report Jobs** in the Canvas settings. 
  2. Choose the desired report from the list on the left
  3. Specify the start and end dates for data capture
  4. Use the **Group By** dropdown to organize the report by relevant parameters such as:
     - Provider
     - CPT code
     - Payment method
     - Other applicable categories
  5. Click **Generate** to create the report
  6. Refresh the **Report Modules** page to view the latest report job
  7. Select **Download** to retrieve the completed report
  8. Upload the data into an **Excel** sheet.
Google Sheets can also be used, but it may distort some of the data.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1755219768534-image.png?Expires=253370764800&Signature=gaSHp3OW7lMm0~gBJ-4QhmAzzL51p5UTa6b8pbeZd7P-MFVDtHkl34ZAtWRWIPuQUVQ8dfyffDTmcud8jw1EeT54IH1hN6rtFkwo1BQe9WP2i439lY91JXfp00ux889yo5ebOZR8c3kEoiJTZQAlPR376uOZ0z~Hsxd6jy-jcgzgHNQz4~gNBDf9fgLjRpSZmuqPNh6XMkPKNPustaQgLXrAnMPLJj1rZh7tHb-cia-A1TlMpGKbch~Imus4hDyDydtf9zBoae9bVA6l4V1DpGwptmbBCQBy3phu844hbCe5Z9cs2-acOcoeDhqdQqetESyo2diNotV95ZbZwQz1OA__&Key-Pair-Id=K3NV4LZ47N8M46)
## Viewing Report Parameters
To review the criteria used for any generated report:
  1. Navigate to the Schedule View
  2. Access **Settings** via the triple-line menu
  3. Open **Report Jobs** under the Reports heading
  4. Locate the desired report and select its **Report Job ID**
  5. View the selected criteria under **Report Parameters**
This feature allows users to verify report settings and understand exactly what data was included in each generated report.
# Configuration & Set Up
## Permission Requirements
Access to Report Jobs requires specific permissions within Canvas. If users do not have access to Report Jobs, they should contact Canvas Support to update their user permissions.
## Email Notifications
The system automatically sends email notifications for report status updates 
  - **Completion notifications** include a direct download link when reports are ready
  - **Failure notifications** alert users if report generation encounters issues
# FAQ & Troubleshooting
**Q: What impact does the Group By option have on the report?**
A: Selecting a Group By option preconfigures a pivot table in the report output file. Without selecting a Group By option, the spreadsheet will only contain raw data without any pre-organized summaries.
**Q: How can users customize analysis if the report includes pivot tables?**
A: All reports contain a raw data tab that can be used to create custom analyses beyond the pre-configured pivot tables. This allows for flexible data manipulation and specialized reporting needs.
**Q: How will users know when a report is ready for download?**
A: An email notification is sent when the report generation is complete. The email includes a direct link to download the report, eliminating the need to manually check the system.
**Q: What happens if the report generation fails?**
A: Users will receive an email notification if a report fails to generate. The notification will include information about the failure and next steps for resolution.
**Q: Can reports be scheduled to run automatically?**
A: No, reports will need to be manually executed
**Q: How long are generated reports stored in the system?**
A: Reports typically take 1-5 minutes to generate.
## Related Resources
  - [Google Scheduled Reports](https://canvas-medical.help.usepylon.com/articles/7316720617-scheduled-reports)
* * *
**Keywords:** Report Jobs, Billing Reports, Financial Summaries, Revenue Management, Data Analysis, Practice Analytics, Canvas Reporting, Healthcare Metrics
**Categories:** Practice Management, Billing, Operational Analytics, Financial Reporting
----- END PAGE https://help.canvasmedical.com/articles/7194605474-report-jobs


----- BEGIN PAGE https://help.canvasmedical.com/articles/7271273093-training-clinical
# Clinical Training Video Series
Each video has an attached practice activity which walks you through the review functionality and surveys that will capture your confidence of the feature. Once the activity has been completed, you will receive an email with supplemental knowledge center articles. 
Before you move on to the videos in this series - make sure you have completed [Canvas Basics](/hc/en-us/articles/4413716485395) and have a strong understanding of the concepts and features reviewed. If you haven't completed [Canvas Basics](/hc/en-us/articles/4413716485395) or feel like you do not have a strong understanding - please [go back and review the material again.](/hc/en-us/articles/4413716485395)
## Provider Workflow
  - [Charting the Encounter - Part 1](https://www.loom.com/share/1494c9c8d729412aa44ce377b75c094a?sharedAppSource=team_library)
  - [Charting the Encounter - Part 2](https://www.loom.com/share/2a8ca94a33b747a3aadfd8df589a960a?sharedAppSource=team_library)
  - [Navigating the Provider Inbox](https://www.loom.com/share/49cae76f62844617b8e61d555a0fca8f?sharedAppSource=team_library)
  - [The Patient Panel Filter](https://www.loom.com/share/165a24e2f0a74912ab9b8854d2a07846?sharedAppSource=team_library)
## General Clinical Workflow
  - [View the Schedule](https://www.loom.com/share/9590f97ee89d49bd9b7d3fcb87271b18?sharedAppSource=team_library)
  - [Clinical Documentation](https://www.loom.com/share/a3363ec110ca4c17a01c1fc62646fe4f?sharedAppSource=team_library)
  - [Medication Management](https://www.loom.com/share/5093c57296d5473c88822a530493917d?sharedAppSource=team_library)
  - [Referral Management](https://www.loom.com/share/87c8b15dacbf41dabb8bd4a70cd8c4c6?sharedAppSource=team_library)
  - [Procedures](https://www.loom.com/share/94b139c3350045dabc74672c2d5aa4d9?sharedAppSource=team_library)
  - [Lab Orders](https://www.loom.com/share/0d74fbd35d8c48668511eba3515adcd1?sharedAppSource=team_library)
  - [Canvas Chat](https://www.loom.com/share/d1359b88af8944ceaac9994996f00a13?sharedAppSource=team_library)
  - [Note Search](https://www.loom.com/share/7d1075a76dbd4c938a25a4164b25e438?sharedAppSource=team_library)
  - [The patient application](https://www.loom.com/share/5a85dcbfbdf84070b1ca57df5641258f?sharedAppSource=team_library)
In addition to your role specific training and orientation, we also have several videos and articles that will assist in content creation. Users who will assist in content creation will be designated by your specific organization. 
## Content Creation
  - [Automations](https://www.loom.com/share/9e213fc8c0ff4da9bef872589420f483)
  - [Template Creation](https://www.loom.com/share/7a1b1cb905d341a195cbaa4f9b191b47?t=0)
  - [Template Coding](https://www.loom.com/share/1fae76d531ab458a8fbb4b4dd5046933)
  - [Letter Templates](https://www.loom.com/share/57416e587ec74c1a8876e5b4c720306b?sharedAppSource=team_library)
  - [Telehealth Set Up](https://www.loom.com/share/1b9adee89d47443c8617b3bb8d7349ef)
----- END PAGE https://help.canvasmedical.com/articles/7271273093-training-clinical


----- BEGIN PAGE https://help.canvasmedical.com/articles/7316720617-scheduled-reports
Reporting is key to understanding how your care model is performing. There will be data that you may want to reference on a regular basis. Scheduled reports allow you to automate the reporting process in Canvas using Google Delivered Planned Reports. 
## Adding Google Delivered Planned Reports
  - Select to the **Google Delivered Planned Reports** under Settings
  - Click **Add Google Delivered Planned Reports +** in the top right corner and then complete the field
    - **Title** : Name for the report being created
    - **Command:** Canvas has standard reports that can be selected from the dropdown or select **Custom SQL Query** to run a custom report
    - **Google Spreadsheet ID** : ID from the Google Sheets URL that the report will run on. To generate a new spreadsheet for the report:
      - Go to the Google Drive shared with Canvas
      - Open the folder for stored reports
      - Right click and select **Google Sheets** to create a new sheet
      - Title the spreadsheet the name of the report
      - Copy the spreadsheet ID from the URL. The highlighted section in the image below is the spreadsheet ID. It is the string of text between `/d/` and `/edit`
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1757713415473-image.png?Expires=253370764800&Signature=IjaqYuzo4twiDZlbS8Diex3VlIODF2wyIIVZUmTzNEu58Iy6GtJbS7A8wZqWHvu9LahN-DWC77z9b5sD~4nIMnCj0-3guyrq-x3BONyxH3VCNueas5VF5MWIP29AZmRMlcc3irQdvrkNbJqYbKEKYU5agjOGgXD2U7rtZtpzHvZlgIrxEK-TrXkqN2sb98aV2IDW42xNHbzpn0DUsyN1z1vjVBsewAwaWW0ZIR0uFmzeLW-GX6jqliPulnjo~QDGfd9q5Zf9gdt0349xIzF44jQIJRKs1AFR4f1rT2HFLTybCGgtRboSfYZntmScVLChcBZmd9XqMr2KvVJ1h5HYVg__&Key-Pair-Id=K3NV4LZ47N8M46)
      - Paste the spreadsheet ID into the **Google Spreadsheet ID** field in Canvas
The Google sheet must be located in the Resources folder of the Google Drive that was shared during implementation. The folder contains Canvas user with write permissions needed to load the data into the sheet. The two users are:
        - [canvas-sheets@astute-nuance-203013.iam.gserviceaccount.com](mailto:canvas-sheets@astute-nuance-203013.iam.gserviceaccount.com)
        - dev-canvas-sheets@astute-nuance-203013.iam.gserviceaccount.com
    - **Frequency:** How often the report will run: daily, weekly or monthly options.
    - **Planned day of week:** Required if **weekly** is selected for frequency
    - **Planned day of month:** Required if **monthly** is selected
    - **Planned hour:** The time the report will run. Reports run at the top of the hour for the instance timezone.
    - **Status:** This defaults to 'active' for new reports.
    - **Alert email:** The system will send an email to this address when the spreadsheet runs a new report
    - **Data management:** Choose whether to update the same tab each time the report is ran or create a new tab each time the report is ran
    - **Sql query:** Add query if **Custom SQL Query** was selected as the **Command** above.
## Standard Reports Available
  - **Patient List** \- provides a list of all patients both active and inactive with their demographic information including name, DOB, address and contact information
  - **Balance Due** \- provides a report of patients who have an unpaid balance, have not made a payment within the last 25 days, have not had an invoice printed within the last 25 days and who have an encounter within the last year but not less than the less 25 days.
  - **Aging by Financial Class** \- provides a report that includes patients and their outstanding claims including coverage information and associated financial class.
  - **Productivity** \- provides a report with raw data and grouped data that displays the count of encounters, RVU, charges and payments broken down by provider.
  - **Invoices Tracking** \- provides a report that should run daily to capture invoices sent via email or LOB physical mail. This report is essential to monitor for failed invoice sends. If you utilize LOB for statements, only sent invoices are charged as your passthrough cost per your MSA
  - **Missing Patient Birthdays** \- provides a report of all patients who are missing a birthday and could cause errors within Canvas
## Managing Existing Reports
The table shows all existing scheduled reports with the following details
  - ID
  - Command
  - Interval
  - Status
  - Link to Google Spreadsheet
### Searching and Filtering Google Delivered Planned Reports
You can search your scheduled reports using the search tool bar at the top. You can search by title, command or google_spreadsheet_id. Click `Show all` to remove the search parameter once you're done searching.
You can also filter reports based on status, command, or frequency, using the filters on the right. One from each section can be selected to narrow down your results. Click `X Clear all filters` to remove the selected filters.
### Updating Google Delivered Planned Reports
To edit a Google Delivered Planned Report, click into the title of an existing report and make changes as needed. You can also use the action dropdown to delete, activate, or inactivate one or several selected reports.
### Validating your SQL Query
To ensure your report runs successfully when using a custom SQL query, a tool is available to validate your query. Click the checkbox on the report you want to validate, or reports that you want to validate, select `Confirm valid SQL for custom SQL reports` from the action dropdown, and click `Go`. A banner at the top will appear with the result, including any errors found.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730574274930-JessScreenshotfromGoogleChromeon2024-11-023%25402x.jpg?Expires=253370764800&Signature=rCqOx13lVVwGW4QGAR3tWZvwD-jwEqvhasqzhrwwfhLWCgTCy1HetaoPukpbTfzsLTX-TOh~zDEVPR8zyZiUpzmhx~4Rtnb5vQeeO4lVLjiW9YSIV2CNnDuR90PuLEzfwj1YqvCoI47ZpY2c~oZLUuMvhlzH~P58y3xe4buOKnCpWi-jftHzElG~j8419zNlVtA6OEgSaN-EwsNFRcwTs~1mLIExd5AtsFm13kuiI~kYFoNqB7CMC-aZEa9w2eVrilBSTt-B3lOpodBZJKXF9nIxH93gDZKsUR1zP0IcAkCi33-z1VIqGzyq41J-1ofydaLjb74BLsU2sSW8MKnqmA__&Key-Pair-Id=K3NV4LZ47N8M46)
### Manually Running Google Delivered Planned Reports
The reports will run based on the schedule you set. If you need to run a report outside of that schedule, click the checkbox on the report, or reports, use the action dropdown, select `Run selected reports now`, and click `Go`. A banner at the top will appear with the status of the report, including any errors preventing it from running.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730574525374-JessScreenshotfromGoogleChromeon2024-11-024%25402x.jpg?Expires=253370764800&Signature=jqZ7uFbPqWbsEARI7BU7uhyCAHCZ2HnQ8muxFjvP88OD~WElEhVIswoS4wYn~K8gtvx5UFgr-EkkEGSYTb9QhMdqleL05gf9GnWEAC~BbmeCOjReR6uA4c2qe6rABNhPcrpv7iajGyMvkwqVMC5j1HUIUvL8ovCInNIlAGb0fKvD4VVxDXD-57Tm5xTpIPC-hm5Mx8pQ8CCdm5SpUo5mJUvBCyGRI0Ti3lS~BG07eOpk5kt665SKuAnRWwpplhB9eMCOah9WYRrS7eqCDwh790XeKh8mxuEhzapgWuq8QB5X20y8yZhmcuok6P7ezKKXojAZ0KUTKc~6zLn4N-jx6Q__&Key-Pair-Id=K3NV4LZ47N8M46)
----- END PAGE https://help.canvasmedical.com/articles/7316720617-scheduled-reports


----- BEGIN PAGE https://help.canvasmedical.com/articles/7335165871-manage-duplicate-charts
Duplicate patient charts can lead to significant challenges in maintaining accurate medical records. To prevent duplicates, establishing a prevention process is essential. This can be done through the Canvas UI or using the Patient API Search endpoint.
### **Moving Clinical Data**
Even with best practices in place, duplicates may still occur. When both charts contain clinical data, the data needs to be consolidated into a single chart. Below are the most common methods to transition clinical data:
  - **Letter Note Method:**
The most frequently used method is to use the **Letter** note type, which allows attachments. All clinical and administrative documents from the duplicate charts can be added to one or more letters. These documents are combined into a single PDF, which can then be downloaded and uploaded into the correct chart as a clinical document type through Data Integration.
  - **Generate Full Chart PDF:**
You can also use the **Generate Full Chart PDF** functionality to download the entire chart and then upload it back into Data Integration for the correct patient chart.
  - **Manual Entry or API Utilization:**
In cases where automation is not suitable, you can manually recreate and document the clinical notes or use Canvas API endpoints to do so.
  - **Print Specific Notes:**
For individual notes, you can use the **Print Note** functionality to print only the necessary notes for transfer.
When creating specific timeline entries, ensure the note details are updated to reflect accurate information, such as:
• Date of service
• Practice location
• Provider details
### **Inactivating a Duplicate Chart**
Once a duplicate chart has been consolidated, it's important to mark the duplicate chart as **inactive**. This will keep the chart available but move it to a secondary search. To search for inactive charts, select **"Search All Patients"** in the search filter.
![inactivesearch.gif](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1734121807989-inactivesearch.gif?Expires=253370764800&Signature=gpIUxHRDsDf-p1CQRVMMN~NGUR4CBnrrGvzEycDk3onuhIHvcd-A19vSyNYKQ8NxGmVxkZWt7pGBEaHPKNA~ZH7Dx5ulSJrBMaiGIA~7XLNsDjdrkQRMk2em0FTz3IjYmXIcL-elBZasu5xKH6QfMK-2Qf9YUzLg4qUleCTlgZhebhQjgC1MbAnu1AeqhTciZhWyx0EszH2czX1xpAZ2nF-T0BehfaOV9SwgmHVgeJf114HkYO8vHPoGT48fd02dni8paSJGPUEnnVoNr7xTnzEupcDwMgD8EzV-q3N1YVXic3kdZez~XfHsU220-K3hhjaHD3A9VvPsVNQwDEkCGw__&Key-Pair-Id=K3NV4LZ47N8M46)
If you're concerned that your team might still use the duplicate chart, you can add an administrative or clinical caption that displays both in the chart and during scheduling. This caption can include the MRN of the correct chart to prevent confusion.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1734121823977-JessScreenshotfromGoogleChromeon2024-12-133%25402x.jpg?Expires=253370764800&Signature=k4dgOIUByWmiiywOlqoL~-KBIujVyeYo621mStXrq~sV8Tc4XnbWAVWg23dyn3tHvaz6Wwhna-4TZx8FBDHgDu8nN84sx1XWS-5P0CBtmvEc3mAQiuv3~M9Bl1gKCeusLxxhKHFmhmwge2oQgx3rmR1xclH1X9LuAeuvRh8kE4WiiWOQFIHmnKDD7gwuF4Zv9ENNB4y24oG12qfSo-1OF-l5AUxjDRwZsTGw77QzBKKDaiaMx29-W8xbq0t7pGJ2MQuJtwq37doKN9g~x9DemMqn~yhYpnysK0UKTiIoc27qp99rsqmmErQ5pq5nmdcj0CgZ4EKWOxXOgiubEOT5pA__&Key-Pair-Id=K3NV4LZ47N8M46)
### **Best Practices to Prevent Duplicate Charts**
To minimize the occurrence of duplicate charts, we recommend implementing a process that includes:
  - **Using Patient API Search:** Utilize the **Patient API Search/Read endpoint** to search for existing patient records before creating new ones.
  - **Educating Team Members:** Ensure all team members are aware of the process for identifying and handling duplicates.
**Important:** Canvas's duplicate detection system requires both the patient's name **and** date of birth to match exactly for duplicate flagging to occur. If either field differs (for example, if an incorrect DOB is entered during chart creation), Canvas will not flag the patient as a duplicate, potentially leading to duplicate charts. Always verify that patient information, especially the date of birth, is accurate before creating a new chart.
----- END PAGE https://help.canvasmedical.com/articles/7335165871-manage-duplicate-charts


----- BEGIN PAGE https://help.canvasmedical.com/articles/7347827514-command-clipboard
Automatically captures any text that is copy-pasted into the note and populates it into the Clipboard command.
To enable the Clipboard command, the practice must contact Canvas Customer Support to activate this permission.
## Using the Clipboard Command
  - Within a new or existing note in a patient chart, paste the copied text into a blank line
    - This command can also be typed into the note as well prior to pasting
  - A `Clipboard` command will populate to support the pasted text.
  - The `Clipboard` command is free text only and will need to have text in the field to commit the command
  - Once all needed text is in the command, click `Record` to commit
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730594367713-Screenshot2024-11-02at8.39.15PM.png?Expires=253370764800&Signature=bLx2tjVf7yph~CLvydS3ZwzAz7OcACNMqTdG2GCaaOplDw6JVXHRHROuIJ-zNU64VtxvizqrSwlpu~1Q6gJ8sPJo~w~sU5M6NgG~d0neCYw4b6U7V0pJ~Jd15WGftVBsJpd7xDfiCK3WOiRjH0PuqQr3DyakiBr6ArI0deOlEGEhS7oVPxoywaeBW7PzpzJaex3mjJ-zmAETwj4fqnsA5Ja~T8-tZ-aU-OIojT~Nk~xKYB~jpcfuMxkoQTmDMziI9ttrHMwY2~h4UspSiIxJHI0gsWsos3ri7rMjHTMEa-zxtRmcHkGoOT0KUtkVUAOqnvysIU3o04lC4dntxLeuIA__&Key-Pair-Id=K3NV4LZ47N8M46)
## Clipboard and AI Scribe
The `Clipboard` command must be enabled for AI Scribe parsers to work with pasted text.
When Clipboard is active, Canvas captures pasted text in a Clipboard command. AI Scribe parsers can then use that content to generate structured commands in the note.
**Important:** If the Clipboard command is not enabled on your instance, pasted or dictated text will not be parsed into structured commands. In that case, AI Scribe may appear not to work.
### Troubleshooting
  - Confirm that the `Clipboard` command is enabled for your instance.
  - Paste text into a blank line in a note and verify that a `Clipboard` command appears.
  - If the Clipboard command does not appear, contact Canvas Customer Support to activate it.
## Details
  - **Printing:** Disabled for this command. Context will not appear on any printed documents or full chart PDFs.
  - Any content recorded in this command will not become a part of the patient record when shared externally.
  - **Category:** Clipboard is categorized as an **Internal Command**
    - A red designation is used to decipher the internal command. This will be visible to the left of the command and in the note heading.
----- END PAGE https://help.canvasmedical.com/articles/7347827514-command-clipboard


----- BEGIN PAGE https://help.canvasmedical.com/articles/7348270931-managing-the-patient-portal
The Canvas Patient Portal gives patients a secure way to access parts of their care experience online. Depending on your organization's configuration, patients can use the portal to send messages, complete forms or consents, view health information, manage appointments, upload documents, and access other patient-facing workflows.
**Customizing the portal?** Everything in this article is standard, configuration-only functionality. To go further — add your own pages or landing-page cards, apply custom scheduling rules, or build a fully branded experience — your development team can use the Canvas SDK. Point them to the [Choosing Your Patient Experience](https://docs.canvasmedical.com/guides/choosing-your-patient-experience/) developer guide.
## Before you begin
Patient Portal access and available features depend on your organization's configuration. Some portal capabilities may require Canvas support or implementation assistance to enable.
Common configuration areas include:
  - Enabling the Patient Portal for your instance
  - Configuring the portal login page and banner
  - Enabling portal features, such as appointments, consents, registration, messaging, payments, contact, or My Health
  - Configuring scheduling availability, forms, documents, or custom workflows
## Patient Portal URL
Patients typically access the portal at:
    https://[your-practice-name].canvasmedical.com/app/
You can share this URL from your website, intake materials, appointment reminders, or patient communications.
## Inviting a patient to the portal
To invite a patient:
  1. Open the patient's chart.
  2. Go to the patient profile, specifically the portal user section.
  3. Confirm the patient has the required demographic and contact information. When inviting, link a **unique email or phone number** to the patient's portal user. It doesn't have to match their existing contact points, but it **is** what's used for password resets
  4. Send the portal invite by email or phone, depending on your configured workflow.
  5. The patient follows the invite link to create their login credentials.
If the patient's invite link expires, send a new invite or password reset link from this view at any time.
![description](http://localhost:3000/assets/images/patient-reg.gif)
## Patient self-registration
If self-registration is enabled, patients can register from the portal login page.
Patients should use the same identifying information your organization has on file. If a patient registers more than once using different contact information, this may create duplicate patient records. Canvas does not automatically merge duplicate charts, so your team should follow your internal duplicate chart process if this happens.
## Logging in
Patients log in using their portal credentials. Canvas supports username, email, or phone number, plus a password login for the Patient Portal. If you'd prefer patients be identified by **email only** , Canvas support can enable that.
If a patient cannot log in:
  1. Confirm they are using the correct portal URL.
  2. Confirm they are using the correct username, email or phone_number, depending on their setup.
  3. Ask them to reset their password.
  4. Confirm their portal account is active.
  5. Ask them to try a private/incognito browser window or clear browser cache.
  6. If the issue continues, contact Canvas support with the patient MRN or chart URL, screenshots, and the exact error message.
## Branding the login page
You can put your organization's identity on the portal:
  - **Logo** — your organization's logo appears on the login page and throughout the portal. Until you provide one, the default Canvas logo is shown. Contact Canvas support to set it.
  - **Login banner** — a short message shown above the login card. You can use HTML to style the text. Contact support to set it.
  - **Email sender** — messages and notifications to patients are sent with your organization's name as the sender, from your organization's default email address. Contact support to use a custom address.
The portal URL and the sign-in and verification screens are provided by Canvas and aren't customizable.
## Portal features
Available portal features vary by configuration.
### Messaging
Patient Portal messaging allows patients and care teams to communicate securely. Messaging behavior may differ from email-only communication, so confirm that your team understands how portal messages are routed and reviewed.
### Forms
Depending on configuration, patients may be able to complete forms in the portal upon logging in. They are presented through a plugin (e.g. intake forms tied to an upcoming appointment). See the [Patient Portal Forms guide](https://docs.canvasmedical.com/guides/patient-portal-forms/).
![patient forms](http://localhost:3000/assets/images/patient-forms.png)
### Consents
Depending on configuration, patients may be able to complete consents in the portal upon logging in. When configuring a consent in Settings, three settings control the portal experience (but for more information on configuring consents see [Managing Consents](/articles/8144965836):
  - **Document** — a PDF of the consent; the patient sees a link to review it.
  - **Description** — a title/summary shown in the patient's list of consents.
  - **Is Mandatory** — whether it is required by a patient to consent to before being able to access their portal.
  - **Show in Patient Portal** — only consents with this checked appear in the portal.
When a patient logs in, the portal checks for outstanding consents and prompts them to complete any that are required. **Mandatory** consents must be agreed to before continuing; non-mandatory consents can be skipped. Responses are recorded on the patient profile — accepted consents show _"accepted via patient portal"_ and skipped ones show _"rejected via patient portal."_
![consents](http://localhost:3000/assets/images/portal-consents.png)
When a patient responds, Canvas records the acknowledgment on their profile (accepted or rejected via portal, with the date) — it does not generate or store a separate signed copy of the consent PDF. 
![consents in profile](http://localhost:3000/assets/images/portal-consents-profile.png)
### Documents
Patient document workflows may include patient uploads, staff review, or document visibility in the portal. Enabled through `ALLOW_PATIENT_DOCUMENT_UPLOADS` in Constance config. Documents added within the portal will populate a new channel in Data Integration.
![landing page](http://localhost:3000/assets/images/patient-upload.png)
### Appointments
Patients can now manage their appointments through the portal
Enabling the appointments section within constance allows all patients to:
  - See their upcoming appointments
  - See their past appointments
  - Join telehealth appointments
  - Cancel upcoming appointments
Further customization can be accomplished through the Canvas SDK.
### Patient Self-Scheduling
You can also now allow patients to self schedule. Note types have two new settings, `Is scheduleable via patient portal` and `Online duration:`. If any note types have these set, patients will have the option to schedule an appointment from the appointment section or home page.
![scheduling settings](http://localhost:3000/assets/images/portal-scheduling-settings.png)
If configured, patients can:
  - See their upcoming appointments
  - See their past appointments
  - **Make new appointments**
  - Join telehealth appointments
  - Cancel upcoming appointments
  - **Reschedule upcoming appointments**
When scheduling, the appointment search allows the patient to select the appointment type (note type), location, a provider (optional), and date (optional). They are then presented within open slots across one or many providers to choose from.
The scheduling form includes a note which will translate to the comment within the reason for visit Command.
The audit trail in the note footer will show that the appointment was created by the patient user.
![description](http://localhost:3000/assets/images/patient-scheduling.gif)
### My Health
The My Health section gives patients a summary of their chart. It mirrors the filters used in the default chart view — if you see it in Canvas, the patient sees it in the portal. The chart summary shows:
  - **Conditions** — all conditions marked to show in summary (active conditions and past medical history), with the last assessed date and the provider who last assessed it.
  - **Medications** — active medications, with name, start date, instructions (sig), and last prescriber.
  - **Allergies** — active allergies, with the allergen, severity, reaction, and onset date.
  - **Uploading documents:** if enabled, patients can upload documents from My Health. Uploaded documents appear in a dedicated Data Integration channel for staff to review.
### Landing page
Canvas supports a Patient Portal landing page experience. Organizations may customize the landing experience to guide patients to the most important next steps. See the [developer guide](https://docs.canvasmedical.com/guides/choosing-your-patient-experience/) for more information.
![landing page](http://localhost:3000/assets/images/landing-page.png)
## Troubleshooting
### The patient cannot access the portal
Check the following:
  1. The patient is using the correct portal URL.
  2. The Patient Portal is enabled for your instance.
  3. The patient has an active portal account.
  4. The patient has completed registration.
  5. The patient's email or phone number is correct.
  6. The patient is using the correct login credentials.
Collect the exact error message and patient details before contacting support.
### The patient sees invalid credentials
Ask the patient to:
  1. Confirm their username or email.
  2. Reset their password.
  3. Try a private/incognito browser window.
  4. Clear browser cache and cookies.
  5. Try again from the correct portal URL.
If multiple patients are affected, contact Canvas support.
### The patient's invite or password reset link expired
Send a new invite or password reset link. Ask the patient to use the newest link, since older links may no longer be valid.
### The patient sees a 403 error
A 403 error may indicate an access restriction or security block. Contact Canvas support and include the patient's portal URL, screenshot, IP address if available, and the time the error occurred.
### Forms, appointments, or documents are not appearing
Confirm that:
  - The relevant portal feature is enabled.
  - The patient is eligible for the workflow.
  - The form, appointment, or document is configured to appear in the portal.
  - Any required implementation or plugin work has been completed.
Feature-specific portal capabilities are often configuration-dependent.
## Best practices
  - Add the portal URL to your website and patient-facing materials.
  - Send portal invites before the patient's first appointment when possible.
  - Confirm patient contact information before sending invites.
  - Test portal workflows in a non-production environment before rollout.
  - Provide patients with simple instructions for registration, login, and password reset.
  - Document your internal process for duplicate patient records created through registration.
## When to contact Canvas support
Contact Canvas support if:
  - Multiple patients cannot access the portal.
  - A patient receives repeated login errors after password reset.
  - A patient sees a 403 or unexpected error.
  - Portal features are enabled but not visible.
  - You need help enabling or configuring portal functionality.
Include:
  - Patient MRN or chart URL, if applicable
  - Portal URL
  - Screenshots
  - Error messages
  - Browser and device information
  - Approximate time the issue occurred
----- END PAGE https://help.canvasmedical.com/articles/7348270931-managing-the-patient-portal


----- BEGIN PAGE https://help.canvasmedical.com/articles/7371085164-data-integration
Data Integration serves as a centralized hub for managing patient-related documents, including scanned uploads, incoming faxes, and electronic labs. By categorizing documents as Administrative or Clinical, this system ensures efficient organization and accurate integration into patient charts. This guide provides detailed instructions for navigating Data Integration, uploading, linking, editing, and managing documents within Canvas Medical.
# User's Guide
## Data Integration Overview
### Navigate to Data Integration
  1. Open the triple-line menu on the top-left corner
  2. Select **Data Integration**
### Data Integration Header and Filters
The Data Integration interface includes:
  - **Search bar** : Filter by document channel or status and search for a patient's processed documents
    - Patients can be searched by first name, last name, or both
  - **Filter icons** : Filter documents by fax, uploaded document, or lab results
  - **Upload documents** : Click to upload a patient document to the Data Integration queue
![2025-07-15_12-01-41.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1752595329892-2025-07-15_12-01-41.png?Expires=253370764800&Signature=frBqUhQ~ezLu6vLdasH3LxiIyFxYrcrPx0nTkL4eK5sHy3diewziYD1W4OHdlXr0oaxpa9iYseatXGj6RfzA0C472A13xpNwCeyMPq2L4etVIP6lEnZre0oK3zBS1dvJjISL1FixeMJSe~gz5ChQ0vG973XOJFEjnViIfP9wi6wrqIYRtduNO9nlv7F~O2AgINR9rf-Pha8IguY29W88gvdfmGM42yTHvVenXP9wcmnbj0uZlo0zg25H3-Kfq1KwIOLuw2odqCGtYb8cR~KGqvKRGvxmpAerR0WOVeUJZrBvLB3ng0IwKGEm~unWr9927icYMwq-yV90Q0UeKHVdlA__&Key-Pair-Id=K3NV4LZ47N8M46)
## Filtering Documents in Data Integration
### Filtering Documents by Channel
  1. Use the search dropdown or document icons
  2. Select a channel. More than one channel can be selected from the dropdown.
     - **Faxes** : Inbound fax documents
     - **Uploaded Documents** : Manually uploaded files
     - **Electronic Labs** : Lab reports from Health Gorilla not linked to a patient
       - Review [Processing Lab Reports and Reviewing Lab Results](https://canvas-medical.help.usepylon.com/articles/1652834476-processing-lab-reports#manual-linking-5) for further details
### Filtering Documents by Status
  1. Click the **search bar** to open the dropdown menu
  2. Choose from
     - **Processed** : Displays patient linked documents
     - **Junked** : Displays discarded documents
Combine patient name, channel and status filters simultaneously for tailored results
### Searching by a Patient's Name
This method can only be used on processed document that are linked to a patient
  1. Enter patient's first name and/or last name in the search bar
  2. Add Status filter (processed or junked) from the dropdown menu
If a **Status** filter is not selected, the list will be blank
## Uploading Documents to Data Integration
  1. Click the **Upload Documents** button in the Data Integration header
  2. Choose upload method:
     - **Browse Computer** : Drag and drop files or select from folder
     - **Paste URL** : Enter URL for document ending in .pdf
  3. Confirm file type (PDF, PNG, JPEG, GIF, TIFF)
     - Non-PDF files convert automatically during upload
     - File size cannot exceed 100MB
     - HEIC documents are not supported
  4. Click **Upload Files**
## Linking a Document to a Patient
When a document is selected from the list, a form will open to link the document to a patient.
  1. **Complete document form** (form fields vary depending on document type selected):
     - **Link to Patient** : Enter the patient's name in the field
       - Patient can be searched by:
         - First name and/or last name
         - Date of birth
         - Phone number
     - **Choose Document Type** : Select appropriate document type from dropdown
     - **Select Reviewer** : Choose individual user or team responsible for document review
       - If the patient has a **Care Team Lead** assigned in their patient profile, the lead will default as the reviewer.
     - **Set Review Mode** : Select 
       - **Review Required** : Assigned reviewer is notified in their user panel to review the document
       - **Already Reviewed Offline** : Document was reviewed outside of Canvas and does not require further review
       - **Review Not Required** : Document will bypass the review requirement
     - **Report Name** : Allows users to create a custom title which will display under **Medical Documents** in the panel.
       - Only available on Uncategorized Clinical Documents
       - If a report name is not included, the document will be titled **Uncategorized Clinical Documents** under **Medical Documents** in the panel
     - **Enter Clinical Date** : Use mm/dd/yyyy format or calendar
     - **Add Comments** : Include internal notes (optional)
  2. Click **Ready for Administrative** or**Clinical Review** once all information is added
## Additional Data Integration Functions
### Undo a Document Linked to a Patient
If a document was linked to the wrong patient, it can be undone through Data Integration.
  1. If necessary, search the patient name under **Status: Processed**
  2. Click the document to select and expand the view
  3. Click **Undo** to reverse the patient being linked to the document
  4. Confirm by selecting **Delete** in the confirmation modal
  5. The document link will be removed and the status will reset
### Faxing a Document
Documents can be faxed directly from Data Integration on processed or unprocessed documents. **Documents faxed through Data Integration will not be tracked in the patient's chart.**
  1. Select the document needing to be faxed
  2. Click the **Forward by Fax** button
  3. Complete fields on the **Fax** modal
     - **Contact Details** : Provide the details for the location receiving the faxed document
       - **Saved Directory** : Linked to Canvas' referral database.
       - **To + Fax Number** : Allows for manual entry of faxing details
         - These fields will be autopopulated of the location is selected from the directory
     - **Include Cover Sheet** : A coversheet will be included with practice information, subject and comments
     - **Practice Location** : The organization's practice location linked to the outgoing fax.
     - **Subject** : Purpose of fax
     - **Comments** : Any added information on the contents of the fax
  4. Click **Next** for a preview of the fax
  5. Click **Send** to finalize and send the fax to its designated location
### Fax Event History
Once a document is faxed, the **Fax Event History** will provide a log of the transmission
  - Review 📄 Fax Migration & Event History for details on the process
### Parse Document Sections
If a document contains multiple sections for various document types, it can be parsed and categorized under each relevant document type.
  1. Select the document needing to be parsed
  2. Click **You may parse another section of this document**
  3. Repeat the process to link the document to the patient under the additional document type. 
  4. Reference the **Linking a Document to a Patient** section above to review the process, if needed.
## Document Locations in the Patient Chart After Processing
Depending on the document type, the documents will land in various places within the patient chart.
### Administrative Documents
  1. Click the triple dot next to the patient header
  2. Click **Documents**
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1752597719349-image.png?Expires=253370764800&Signature=JzFDzAl8Ehv15yU9J0lJb1f9qZBgNDfDfDMsjR9~eXpKdSTRhfc6mNR0RT1RR~YcvGp2XPogD-dyCEA19EbTFA8P1sYNrU4rWESrIqm9EUq~26lnvmmGdQjkZHw7yARA0gkFrm4hlTaXJ~oaAneMVcmT6i2lmhBGDLoRC7pYx9i5t5mJ3MWOA4E16z6kn88v0hPlY7XlFI3XAuQF7aLpQtwR-7BtwJb-555L-muJTKfTsgX34-6x7ImSPE9mOAqIEuykSufZdFtJHCFQsZuV1sP4Wgwsea1VgFkG-b5LWdGWQXRS4jUuqab7FZS2E~DysClJ6RDab44KJYqWUXAQZw__&Key-Pair-Id=K3NV4LZ47N8M46)
### Clinical Documents
  1. Click the icon in the patient panel associated to the document type
     - Labs
     - Imaging
     - Consult Reports
     - Medical Documents
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1752597866895-image.png?Expires=253370764800&Signature=tnpF7TgcTCB8MigC8aiJN-dhqb83m7ANnq67pinB60imqBXCUUDL-g8WnaZIh6Yxw3Zjbp2JsJU-TPqbGWs6Ph3aFntB6Yd7mMqng5Vt~X~8cGxHFAMd8xMC12wTZPksxCvfGfzSLQU-QA~SCyaIspyzp79vQvIIgiubDikyl4aJ0zy0u2Refm8cTAY2nnqTDPl2lvavuIkqv~8ZUyabUEwgm-ieef3LpaeWdhY1UoAA5HfiaBWZgSkJCZDPofMzdjVIqRSLzjQ5ep6UVtEWV~isNqzaccQYQFQJv9rl26H6qGFrqU8OG-5o5W-L4OIlDlQOF1CUYSQxRfS7dgyUfw__&Key-Pair-Id=K3NV4LZ47N8M46)
## Managing Processed Documents
### Changing a Document Type
  1. Access the document either within the patient chart or from the user panel
     - **For clinical documents** : Click the appropriate icon for the document in the patient or user panel panel (labs, imaging, consults, or uncategorized documents)
     - **For administrative documents** : Navigate to the patient chart and click the triple dot next to the patient header
  2. Open the edit modal
     - **For clinical documents** : Click **Edit** on the document card. 
       - If editing from the patient panel, click the card to expand and access the **Edit** button
     - **For administrative documents** : Click the triple dot next to the document and select **Edit** from the dropdown
  3. Click **Change Document Type** located on the bottom left of the modal
  4. Select the new document type from the dropdown menu
  5. Complete fields for the selected document type.
     - Depending on the chosen document type, additional fields such as review mode, clinical date, report type and others may need to be completed
  6. Select **Ready for Clinical Review** or **Submit Administrative Document** to finalize changes
     - A green checkmark will display to confirm the change was successful
![2025-07-08_17-27-35 \(4\).gif](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F5a47ea89-d35b-46c8-83f3-deee8b044b13-1752072719332-2025-07-08_17-27-35%2525284%252529.gif-c1a3aabb-a75b-4d27-bc6d-371217579001?Expires=253370764800&Signature=bgD7VxrY9SXaoZAqXq0b8c8f4rapb3IGL1L8jXOeBNsbOPEE0GDI8RFSZWdc5c0CNqrJRkZvv3~QWnq84PE2XWFdx8eoKALaIXDY-yWKtCSKaO9jNQ2xCBuX7UA8LndwciuossWRXj3rgGZa294fnU3jm9kqwALVlmI39mnWNVkbrLcsw1-WTkprOP4UIqPnp1t7qxO~6xZd-q3vQ8-dCDbEoV5BslyI07AY3TNSzDEEbFfoJffAgjnzjIc6ykoY1Au3cHFuGjJYH2fZa6sTpxYCKYD~mu2c-aFE2olEwgI6fti5MrEGgkOJ~MHwg5kRgWNChFxuJlLX7SF7L-dHWg__&Key-Pair-Id=K3NV4LZ47N8M46)
### Removing a Documents Linked to a Patient
  1. Access the document either within the patient chart or from the user panel
     - **For clinical documents** : Click the appropriate icon for the document in the patient or user panel panel (labs, imaging, consults, or uncategorized documents)
     - **For administrative documents** : Navigate to the patient chart and click the triple dot next to the patient header
  2. Click **Remove** to dissociate from patient
     - **For clinical documents** : Click the dropdown arrow next to **Edit** on the document card and select **Remove** from the dropdown
     - **For administrative documents** : Click the triple dot next to the document and select **Remove** from the dropdown
  3. Confirm deletion by clicking **Remove** on the pop up message
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1752599688468-image.png?Expires=253370764800&Signature=SqmvYIbRhVPV2wUqjz4sRVUYPwSrS3GWn7oMMNlgKNn52De-AivWXRGo94PTY9MIzvrAOXhf12xjeJnKD~cwmx-GKG8iP69aZchbgxyfza5LLHThb6uOIwneeeIS-FgPmkVWIkejmkcatkGLc63S8Ffr6BaTfz5GdAjd9VnNVv3fsbDSGqgJd13f~yGsUsnyQi7gr-X0REp0iUSYsPmAl9qK1mWTBYFH-T5pbCU7wWcdbpVGPvfQu~FWivxZymLehe9b~tmWk1NllY2~tXHDxTWSqSRS18Uo36sTluG5zRI2YD9XbcbbdvproCajg-0sYfSXvBfUa4iTOlPrRHoKEg__&Key-Pair-Id=K3NV4LZ47N8M46)
## Reviewing Processed Documents for Patients
### Reviewing Documents From a Patient Chart
  1. Navigate to the patient's chart
  2. Click the appropriate icon from in the patient panel
     - If there are documents pending review, a red badge will display next to the icon
  3. The panel will open with a list of documents on their own card
     - To quickly get to a specific item, the search bar is available at the top of the list
     - The search will be based on the name of the document (it will not search other items of the card)
  4. Click the document card to expand for options
     - If the card has a red badge, it is pending review
  5. Click **Review** to open the **Review** modal
  6. Complete review fields
     - **Patient Message** : Message to communicate to patient (2048 character limit)
     - **Patient Communication** : Contact method for communicating results to the patient
     - **Internal Comment** : Staff-only notes
  7. Click **Sign** to complete
     - If a note has been selected, the review command will display in the note
     - If a note has not been selected, the review command will be added to a **Chart Review** note
### Reviewing Documents from the User Panel
  1. Click a results icon in the User Panel on the Schedule View to access documents pending review
  2. Click the document card for the patient to open the review modal
  3. Review the document and complete review fields
     - **Patient Message** : Message to communicate to patient (2048 character limit)
     - **Patient Communication** : Contact method for communicating results to the patient
     - **Internal Comment** : Staff-only notes
  4. Click **Sign** to finalize the review
     - A locked Chart Review note will be created in patient's chart with the review command
## Document Cards in the User and Patient Panels
### Viewing Document History
Allows users to review an audit history of users and teams assigned to a specific document.
  1. Select an icon from user or patient panel
  2. Click the **View History** link on document card to open the **Audit History** modal
  3. Review the history of individuals and teams assigned to the document
     - **Created by** : User that linked the document to the patient and the time stamp of when it occurred
     - **Assigned to** : Each user and team assigned to the document with time stamp of when it occurred
### Assigning a User to a Document
  1. Click the user link next to **Assigned to**
  2. Select a new user from the dropdown
     - A user cannot be unassigned from a document. Instead, the document can be reassigned to a different user, but it is not possible to remove a user entirely.
  3. The panel refreshes with updated assignee
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1754024283515-image.png?Expires=253370764800&Signature=RoRqxccVRm57j4IjIW2q1v6JFUuWooBBVWtyb7u4V0DymRnBOxurBjY2pvKo0UhNwqsxw1kdalFZt-EZfOtSbVibiEo8OL~NFz1Q-oj1zOagZJCFZH1gpeeBCCRZau98JxzDBBr0~Uv9IBnIqDUzH3EuU0Obj6s1RntaAC296sp5-HKZcWY07AtJ69IcYhKJbwtkuKmDaNLvgR9NFU~DybmbsM~5-PikryEweRbK14I5Zh2L-b-8xfc7qLbbleSTYWP3XVkAGHNMcW0BqUkCmLhFKDpxSgpqIKqS-XhsQKF1-YZAoB2D4M6R7g7agWoUYowLQmZHuu6umbTfo5L7UA__&Key-Pair-Id=K3NV4LZ47N8M46)
### Assigning a Team to a Document
  1. Click **No team assigned** or the name of the current assigned team
  2. Select a team from the dropdown menu
     - A team can also be unassigned by clicking **Unassigned** in the dropdown menu
  3. The panel refreshes with the newly selected team
# Configuration & Set Up
## Document Types
### Administrative Document Types
  - Advance Beneficiary Notice (53243-2 | Advanced beneficiary notice)
  - Advance Directive/Living Will (42348-3 | Advance directives)
  - CDL (Commercial Driver License) (53245-7 | Driver license)
  - Disability Form
  - Handicap Parking Permit
  - Insurance Card (64290-0 | Health insurance card)
  - Insurer Prior Authorization (52034-6 | Payer letter)
  - Medicaid Documents
  - POLST (Provider Order for Life Sustaining Treatment) (46209-3 | Provider orders)
  - Patient Administrative Intake Form
  - Patient Agreement (80570-5 | Agreement)
  - Patient Assistance
  - Patient Consent (59284-0 | Consent Document)
  - Power of Attorney (64298-3 | Power of attorney)
  - Uncategorized Administrative Document (51851-4 | Administrative note)
  - Worker's Compensation Documents (52070-0 | Workers compensation attachment)
  - Prescription Card
  - Release of Information Request (101904-1 | Release of Information request)
### Clinical Document Types
  - Care Management (91983-7 | Care management note)
  - Emergency Department Report (96335-5 | Emergency department summary note)
  - External Medical Records (11503-0 | Medical records)
  - Home Care Report (75503-3 | Patient's home note)
  - Hospital Discharge Summary (34105-7 | Hospital discharge summary)
  - Hospital History & Physical (47039-3 | Hospital admission history and physical note)
  - Imaging Report (18748-4 | Diagnostic imaging study)
  - In-Office Testing
  - Lab Report (11502-2 | Laboratory report)
  - Nursing Home (34113-1 | Nursing facility note)
  - Operative Report (11504-8 | Surgical operation note)
  - Patient Clinical Intake Form (64285-0 | Medical history screening form)
  - Physical Exam (51848-0 | Evaluation note)
  - Prescription Refill Request (57833-6 | Prescription for medication)
  - Rehabilitation Report (34823-5 | Physical medicine and rehab note)
  - Specialist Consult Report (11488-4 | Consult note)
  - Uncategorized Clinical Document (34109-9 | Note)
**Reviewable Clinical Documents:** The following document types can be found in the review workflow
  - Imaging Report
  - Lab Report
  - Specialist Consult Report
  - Uncategorized Clinical Document which include the following subcategories
    - Care Management
    - Emergency Department Report
    - External Medical Records
    - Home Care Report
    - Hospital Discharge Summary
    - Hospital History & Physical
    - In-Office Testing
    - Nursing Home
    - Operative Report
    - Patient Clinical Intake Form
    - Physical Exam
    - Prescription Refill Request
    - Rehabilitation Report
# FAQ & Troubleshooting
**Q: What file formats can be uploaded into Data Integration?**
A: Supported formats include PDF, PNG, JPEG, GIF, and TIFF. Non-PDF files are automatically converted to PDF during upload. HEIC documents are not supported.
**Q: What is the criteria for pasting a URL when uploading a document?**
A: The URL must end in .pdf (e.g., example.com/document.pdf)
**Q: What is the maximum file size for uploads?**
A: File size cannot exceed 100MB.
**Q: How do I know if a document needs review?**
A: New or pending documents will display a red badge in the patient chart or schedule view.
**Q: Can I change who is assigned to review a document?**
A: Yes, click the user link on the "Assigned to" line in the audit log and select a new user from the dropdown.
**Q: What happens when I review a document from the Schedule View?**
A: Reviewing from the Schedule View creates a locked Chart Review note in the patient's chart.
**Q: What happens to the document when I change its type?**
A: The document will move from its current category to the new category. All document content and metadata remain unchanged - only the organizational category changes.
**Q: What if additional fields are required after changing the document type?**
A: Depending on the chosen document type, you may need to complete additional fields such as review mode, clinical date, or report type before the change can be finalized.
**Q: How do I know the document type change was successful?**
A: A green checkmark will display to confirm the change was successful, and the patient panel will refresh to show the document under its new document type category.
**Q: What happens if I don't select a Status filter when searching by patient name?** A: The list will be blank. You must select either "processed" or "junked" status when searching by patient name.
## **Related Resources**
  - [Video: Change Document Type](https://www.loom.com/share/eed4b512e32c423886308bbaae12cea1?sid=8bf54a9a-483f-48f3-8393-2302d04a9251)
  - [Fax Migration & Event History](https://canvas-medical.help.usepylon.com/articles/4882014801-fax-migration-event-history)
  - [Processing Lab Reports and Reviewing Lab Results](https://help.canvasmedical.com/articles/1652834476-processing-lab-reports)
  - [Processing Image Reports and Reviewing Imaging Results](https://canvas-medical.help.usepylon.com/articles/7566748234-process-image-results)
  - [Reviewing Consult Reports](https://canvas-medical.help.usepylon.com/articles/8177085140-consult-report-review)
  - [Navigating the Schedule View](https://canvas-medical.help.usepylon.com/articles/1131763313-navigate-canvas-home-screen)
* * *
**Keywords:** Data Integration, document management, upload documents, linking files, clinical documents, administrative documents, faxes, electronic labs, audit log, view history, document review, document type, patient panel, clinical review, chart organization, edit document, change document
**Categories:** Patient Records, Workflow Optimization, Patient Charts, Document Management, Clinical Workflow
----- END PAGE https://help.canvasmedical.com/articles/7371085164-data-integration


----- BEGIN PAGE https://help.canvasmedical.com/articles/7448245522-command-audit-history
Every command in Canvas keeps a complete audit trail. The **Audit History** logs each action taken on a command — who did it, what changed, and when — so you can review the full lifecycle of any piece of clinical documentation for accountability, compliance, and troubleshooting.
## User's Guide
### What the Audit History captures
The Audit History displays the complete audit trail for a command, including:
  - **Every modification** made to the command's fields
  - **State changes** (e.g., created, edited, committed, reviewed, entered in error)
  - **The user** responsible for each action
  - **A timestamp** for each action
### Opening the Audit History
  1. Locate the command within the note.
  2. Click the **triple-dot menu (⋯)** to the right of the command.
  3. Select **Audit History** to open the audit modal.  
The Audit History is available per command — open it on whichever command you want to review.
![Screenshot 2026-07-24 at 12.18.46.jpg](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1784917130932-Screenshot2026-07-24at12.18.46.jpg?Expires=253370764800&Signature=fz2fe823H~DS1lksXQkMLNn7Chy96RrSJF1sLC5GN-9WH~Z-NKtk47RJMqwHaMVFpBhsaxuZN4cew1q8V2IQe6mvA2ryUxpjjb-qx01P4EO1LPw9Ypcm4Uf7FCbDmORAxU4m2~vCMJc3aqGBcQNW9U893ttXa3wbA-nZ-auy2vBdGsIkFBgVxcOYwNBBhu-SsQ5eJTZc7mMzLd6ITih-Fa9OpBaEP6eYxPPaphkq9rJQsEEVHMngsSprtpMuRN-FBypSm8vlECipEoUQKPOI~~4bjPQ7VgO9BLL5Ci689E~ETrzE~m74RcOewZHtM9c53Uah9qNmunOohC~jmkyVHA__&Key-Pair-Id=K3NV4LZ47N8M46)
### Reading the Audit History
  - Each line item represents a saved version or action, listed with the **user** and **timestamp**.
  - Click **Expand** on a line item to see the specific edits captured in that saved version; click **Collapse** to close it.
  - Entries appear in chronological order, so you can trace exactly how the command evolved.
### Uncommitted commands — view versions and revert
For commands that have **not yet been committed** , the Audit History provides full version history:
  - **Expand / Collapse** any entry to move between versions and review what changed.
  - Click **Revert** on a previous version to replace the command's current state with that earlier version. This is the fastest way to recover from an unwanted edit before committing.
### Committed commands — read-only log
Once a command is **committed** , version history and the Revert option are no longer available (committed commands can't be edited — they must be entered in error and re-created). The Audit History instead shows a log of the updates made before commitment, so the record of who changed what stays fully auditable.
### How to leverage it
  - **Compliance & accountability:** Confirm who documented or altered a command, and exactly when.
  - **Recover an earlier draft:** Revert an uncommitted command to a prior version instead of retyping.
  - **Review edits to AI/scribe-generated content:** See what changed from an auto-generated draft before it was committed.
  - **Troubleshooting:** Understand the sequence of changes when documentation doesn't look as expected.
## Notes & limitations
  - Audit History is available for commands built on the current (SDK) command framework.
  - Some command types (for example, Questionnaire) may show a more limited view — user and timestamp — rather than full field-level edit detail.
  - Command Audit History is separate from a **note's** lock/signature history — for that, see _Understanding Note States in Canvas_ and _How to Sign Notes in Canvas_.
## FAQs
**Q: Can I revert a command after it's been committed?**  
A: No. Revert is only available for uncommitted commands. Once committed, use Enter in Error and re-create the command.  
**Q: Does the Audit History show who made each change?**  
A: Yes — each entry records the user and a timestamp.  
**Q: Where do I find the Audit History?**  
A: In the triple-dot (⋯) menu to the right of any command.  
**Q: Is the history kept after a command is committed?**  
A: Yes. The log of updates made before commitment stays visible; only the ability to revert goes away.
----- END PAGE https://help.canvasmedical.com/articles/7448245522-command-audit-history


----- BEGIN PAGE https://help.canvasmedical.com/articles/7566748234-process-image-results
Imaging reports are critical for diagnosing and monitoring medical conditions. Within Canvas, imaging documents are integrated through the Data Integration system, allowing for streamlined upload, review, and chart linking. Reports may be uploaded manually or received via fax, and once linked, they can be reviewed, edited, or associated with imaging orders. This article provides a complete guide for managing imaging reports to ensure accurate and organized documentation that supports clinical decision-making.
# User's Guide
This section outlines the essential steps for managing imaging reports, including linking, reviewing, editing, and removing reports.
## Manage Imaging Reports
Imaging documents can be added and managed in two primary ways:
### Direct Upload
  1. Go to the **triple-line menu > Data Integration > Upload Document**.
  2. Upload documents directly from your computer.
  3. Link documents to the appropriate patient chart as Imaging Reports
![2024-11-06_17-31-15.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730932414172-2024-11-06_17-31-15.png?Expires=253370764800&Signature=fek2DSeN-iyt00yIfKlV3pe9q-CrabL-3DKpZcReUVqUgZ9rIqndhrlYtV~1VRYeQEtq1jtOb8mRyI9tsuQAounKbEamEzbAC7bSUl~Llokq-PS6mkVwiXwnUVObdfWE8YKAldnD12RsrJEO0TnRHQxLf8VSF3WcZeOWqM-bWs-0ojvHreXgpmWVKxnJOqsXyG849cvJ4syceRB6HZvM3Oa3FlmW6RZ4k97ay985hMl~e48BPxdHZg7QYpkqcODx9E3-NIy1ejWoZmN5GW22Kmssb66lclaxTSUXdm3QuDOFUI0FdUtJQxPUU--jd9oSHMjIEaYaE8YL81b7ttbFYQ__&Key-Pair-Id=K3NV4LZ47N8M46)
### Faxed Documents
  - When imaging reports are received by fax, they appear in the **Data Integration Inbox**.
  - These can be reviewed and linked directly from **Data Integration**.
## Linking Imaging Report to Patient
  1. In the **Data Integration** section, locate the **Link to Patient** field.
  2. Search for the patient by name or date of birth.
  3. Select the patient and choose **Imaging Report** from the **Document Type** dropdown menu.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730221833153-Screenshot2024-10-29at1.10.07PM.png?Expires=253370764800&Signature=ln2rdHYpmPV~F6b-j~GiDO3wezBasqCq23ReUS0uqbefDYhdqIPHDh4QGUsJSyYZib0G-1lu4kqmQk7yBGE7t8ggaEQFLNHkEB3MynBkTCtRbl-hZWaYeVNi72i2WXLvQuvD71LbzqlIcPwHitbB8-gKlY22QoSU5Ntcw0zI4fmAfbvViligV6RDjSu9LCSdAHroeDz-cCUQNr-UCJHVDVUQU0zXjvQ9W7Gjdt8lDFnRY6dyFH3v7nHy1JEksDvUGNJrGNS9xGa2VDBDTdimDBcGgURJ1D6fvZqzos2HCCgLOJKtRXF6ENGmT3ry4ScuauFxUzjWvtPzqgy5Fl3PJQ__&Key-Pair-Id=K3NV4LZ47N8M46)
  4. Assign a **Reviewer**
     - If a care team lead is assigned, their name is prefilled in this field
     - If no care team lead is assigned or a different reviewer is needed, choose the name of the team or individual that needs to review the results.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730221918308-Screenshot2024-10-29at1.11.29PM.png?Expires=253370764800&Signature=C1cKlg00YmDpU5~Xpn4SmhpNPykaio-GJE-3eJcjhtesgKNacfs8o0gPjuFU6nxGoBA2BfXVozYkJKZF2q08E9z0NJEe93II2Nn3DIZITYDBle6ZQV1v21ESlSRFO3LYqePJrQP077rR55we3z6aE0k8pSHQpQ-JTyOlsyiCDENijASNmR5gTf8mZi2kk~og1eXfc9doUaY3PM7aVpnp9JJL7q9xOlf4DqWg86MG1Was6Ru9IR9EA8WozamcS2qNzgSl~IppEOBP-wzH0o8WRs9mub4i1cu-GHz8Y84VV5PigUeh~P-3g9DuJxMTOLshQgQx6Nl6sbLHHAYI5vUSoA__&Key-Pair-Id=K3NV4LZ47N8M46)
  5. Complete the remaining fields. Required fields are marked with a red asterisks
  6. Click **Ready for Clinical Review** to complete the linking process.
![2024-11-06_14-54-41.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730922901665-2024-11-06_14-54-41.png?Expires=253370764800&Signature=AyFMfG9kZpzsqlEtWP~3L2-OPs~uRldokoOCyhPB6wRz9-BDMDwjeTD9tww-zcdPMHBqgRA69V5WC3V018UppCPBQIm5YSNLn8gGzBVEMqRlGCxuaV3gDqwHtl5sjR-ygM9BSVge0Iu8ef34lBX-BUlfpSHPq55ylssH5XXKwygmCuoV3MmpsAFH-sS~ZXws9E0BLl3YuA~3Gg-AYBOvBFCAbpnwGDUJdRFv3IyOy-xZN3r0VF-qy0YksF2hxcxZjfyOqSvQx98oMcg17yZr-gdZUE2IKiSo0riUBe4hGEt42oQRLAlAINotx5YNjL5ARmzOED1HCwJVl0VKWpmiDA__&Key-Pair-Id=K3NV4LZ47N8M46)
  7. Click the patient's name to go directly to the patient's chart
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730242205045-Screenshot2024-10-29at1.22.23PM.png?Expires=253370764800&Signature=dlsovKse3rj3HWoes~D4K3HDWbZgAwPsXozOLDgKsMZBjXsW8Ba2dt0nrD0lC1QhKKaoBCQmZKW9w3zjumFp2gpie7bnfB-AY8e7XOJd9AY8gfW66ICep44i-ginkAZB8egTLTLE7Spylctv8F3TNL0b6R7NZ1zM9Lqf84iHU-RspivRwqtfDgYVjkO4Dq3V-4x5fGy5zwsF-wq8nNABvhyjG3HlMtNOSOB7AMYx7XJTyCC6IpTXIOkLCrSMs6KwlYNO5-PreSJclOdL6vqnYaAX~h344QiU-7JdQnBDUWvnyRUKM~cOP167mbs4iPbCVdXYsRI3rTexDC4di2Bhlw__&Key-Pair-Id=K3NV4LZ47N8M46)
## Reviewing Imaging Results
Once linked, imaging results can be reviewed using one of three methods:
### Review from Patient Chart
  - Use the **search bar** in the Schedule View to locate and open the patient's chart.
  - Click the **Labs** icon located in the top-right panel.
  - Select the card of the lab report you wish to review to expand it. Reports pending review will display a red badge in the upper-right corner of the card. The sorting logic for the cards is as follows:
    - Documents requiring review by the logged in user will be listed first
    - Documents that need review and are assigned to a team the logged-in user is part of will show second
    - All other documents not assigned to the logged in user or their team(s) will be sorted by descending occurrence date
  - Click **Review** to open the review modal. This modal displays the PDF document for the lab report along with review fields.
    - **Heading** : Displays the name of the document being reviewed
    - **Patient message** : Information to relay to the patient
    - **Patient communication** : Method to share message with the patient
      - **Delegate call, can leave message** : The caller can leave a message if the patient does not answe
        - A task will be created for the team with the responsibility **Communicate Diagnostic Results to a Patient** to call the patient and share the provider's message.
      - **Delegate call, need patient to answer** : The caller must speak to the patient directly and cannot leave a message.
        - A task will be created for the team with the responsibility **Communicate Diagnostic Results to a Patient** to call the patient and share the provider's message.
      - **Already left message** : A message has already been left for the patient based on what the provider reviewed.
      - **Already reviewed with patient** : The patient has already been made aware of what the provider reviewed.
    - **Linked Items** : The PDF of the reviewed item will automatically link here. You can attach related components of the patient's chart for reference.
    - **Internal Comments** : Content is only displayed internally for staff visibility. It will not display on any documents shared externally.
  5. Click **Sign** to finalize the review process.
### Reviewing from Imaging Review Command
  1. Insert the **Imaging Review Command** in a new or existing note.
  2. Select the appropriate report from the dropdown.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730234794259-Screenshot2024-10-29at4.46.12PM.png?Expires=253370764800&Signature=tycusKXGnvtV6xBp5xnl6V998OJJYni3zaaXMFiCmg-GVuZ6S4dMXxoS95-yRUYgyXa85UP2xkZAWbZ9yb3owWEaicaZWOC~fR17EAC7gAAGDEpJHrGV1CnXqDRy3Ay1od-S7UImqjFJzDWtxN38mvGrbcn5q0a2gVL086GP9mhWxjmKITgUnrLF5GhtzmU0UxIceWXRAffLIA6pEDkRsVF5E3k0Oi4A41GCtxwB~p4fDWloD5fjKGGO3ZJ1MfozqP2VnMvY9acvFL4cqE0drvLR7Ag~N8JXFb3rVzD0JQsscgD~5USfXFdPMfaa90QNLZXeEtPjOBXoYQYVAIo~TQ__&Key-Pair-Id=K3NV4LZ47N8M46)
  3. To view the imaging report, click the **PDF** button on the card to open it in a new tab.
![2024-11-06_16-07-39.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730927810748-2024-11-06_16-07-39.png?Expires=253370764800&Signature=J1RopbYhj8lMrkpCzFf1lyHAJpIt~wk~mH1aRdmB~yjBfzcNyL2AJCWtBYyUmliwUnpFPL~JwNSjcrCNc2DArYb1xAHTy-tGEQ87vGnht30fHg-J-eZMQeQTeQGkT2bn5mX3A5XuNL9Wg5dxknCn5iK1pgPWxuU9wfoo5GntQDd0gWPhB1GnPZlB1XzRGhz~n7C6JfFN7xfcsNRpGcZ9kE2WqngXemDkoGXV83yiQh5UQoGl1hhczzGXoIIIgaXixu6yFS3pkJP2wz2eVnDB33khfKnYc0Z1uffZ0h1jJZfEvmVVaUTdb~Pz1TSwiz9oHb26tdG4gCxljP3zF~Btww__&Key-Pair-Id=K3NV4LZ47N8M46)
  4. Complete the necessary fields in the review modal and **Sign**.
### Reviewing from User Panel
  1. Navigate to the **User Panel** in the **Schedule View**.
  2. The imaging icon will display a red badge indicating pending reviews.
![canvas icon.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730927974577-canvasicon.png?Expires=253370764800&Signature=QdnkZ-ktQyp69VG5INbNMh13zntYkDXpg~vkxkThtcyMP97Dk7wgTQbQeB7JRV~XCGnWCunLToQDrT8WdxyyBmQ3lZOXZrtbqI~66cucDepepGmTcudK8cOhzg7mNrI~DdhJ198Dgw-gBT-CH8C4-wEyRExphLVttD6u-RD51XO7eU4I1muoOAJTlv7r8X5HVqQEOeR7wKiPeg9PgdNGVqaGnNQxsfpVxhyC5ZyoGErScYOhCtAc7FN1obXGJ97WIuItOeAosvn0ghmMqA-S26TSmCZz0MUYGbnnXYvDAimakKRhOgVaMJs7TcYRN-kFBGt4zsmNMtSuu4bZIufqrw__&Key-Pair-Id=K3NV4LZ47N8M46)
  3. Click the icon to view assigned imaging reports.
  4. Select a report to review and complete the process in the **Imaging Review Modal**.
![image card.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730931226044-imagecard.png?Expires=253370764800&Signature=GwPNl7MmCLPOOVJWq2RIbTZX4nkNQ6D3YT~nV2mZ3khH72iT2kgT6Nog0EvqL0s1UmlDjMSmxcu5v-CyTYnvuOE7JDZ1uurH9LmyHgQtLy40hh0TvW-4VBm428sHnPPwTmn05MYID3xKEWhQVlzcEZWDI05HO2h9nLwJW7Ai2c0B05h-NN15CRRlB9awh-JX-eokrX1pAAXSR-DUyQ~X126E0n7fi68tIj4IyB9gtqnuVNgd7fj7OEu9T3V6D~3MZ3ydTN8bp0EI7mPEKr3He2v2aaQxtCLIuOHpzDvTHMT3Z0K0ux-anKkmnQ8oBE5AUtn3Gqn7QbHoZgHCPmLXng__&Key-Pair-Id=K3NV4LZ47N8M46)
## Editing Imaging Report
Reports can be edited from both the Patient Chart and the Schedule View.
### Editing from Patient Chart
  1. Open the patient chart and click the **Imaging Icon** in the patient panel.
![canvas icon.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730929719782-canvasicon.png?Expires=253370764800&Signature=NQ~kynKeponi~Jt62xYl2AMS5~tT15vjHgHKu42TpgGCHLn4TA-G2Uc~X7gNQjT43pIF3lKbpvMNsOVjS4qdPrUGOqoja7N24Gn5DAdGtaYZdEEsu-Y-4dHXm7BMFzFwJ137c7qcH6JtvadKn~edqr3QT1xMjW0DlgdcvQg9LDtKXoQzlqfVC24CJHGe~RnjZZWi3BonD~Rq8F13STrKg64Q2shmby4dO5NPd4y2KPew9oD3SL3wwgNon5oICKBALa2zkpw0LlesEuMQ7gXQz9MsPVZaY5W8bPODnSDokVNCUw6OAugZR1U8OTFDXQq32mUMK3Ml5xbByf66qbD0~Q__&Key-Pair-Id=K3NV4LZ47N8M46)
  2. Click the imaging card to expand it
![2024-12-31_12-24-45.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1735665973884-2024-12-31_12-24-45.png?Expires=253370764800&Signature=NqIZvmJV66GmRNhG4KaT0m4VNnyk3CM1A0tETA7P0EXYGfm~Oto5xumgW8~Mr8eG5pqA4mbqnBufFkwnWuRH1E-CIRWG7J9-NHGlCBy1fv4aS34UBnopmlWitNcA7jZjULgIG2REQxNZq6Lbqh9RXk6JHcKC-SCeMwgck4NPRttf05hXxzz3S8QLdNkFtKsPc9RpS0-1iwkzedgknN20LZpUA3G3WSY9qSL1SYCnhPvQRP4~vKfc5dsBf4T-xJsx73GLxSXBgcbyvEThrJUIrB6OjvdsfVDNHvO-nJhSZZYe2jhDoTUpgsAVlEFC9nJa721Z1UypR8NzdE5MQ3I1xA__&Key-Pair-Id=K3NV4LZ47N8M46)
  3. Click **Edit** to update:
     - Report name
     - Collection date
     - Comments
     - Document type
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1747932183172-image.png?Expires=253370764800&Signature=O41h9ATYhLfa26CjRm5MTrerzuYSQhOZjKJSBAU31YczRHNPUtIAl8f7mnMvS6qM1Zdl3ivSt39jw80baZJOF~8hgOAbCHO~DDDt4aoE3WqkyQolTRFFmi-lZUK1p2A5lvKgluOLUFfqmq0nnXgr5CyU5rpqVw2W5ptVy6BW~danWNbGwomFHeLlkyXh7Xgu2uZF68bRobVgO7RAZ90jicsZXKdbGsUlBAwY2198eKFuUoPCQSOooSaaBfXqjmxFNCO4A8zftMQ5H~9qzb8mOgWmLiIvZ6n576aGmoNyIFlHKnli6sa9Jzv5gIrQVkfymQw~munarF8orV3kn29JHQ__&Key-Pair-Id=K3NV4LZ47N8M46)
  4. Click **Save** to apply changes.
### Editing from User Panel
  1. In the **Schedule View** , click the **Image** icon in the user panel
  2. Locate the imaging report card and select **Edit**.
![2024-12-31_12-28-35.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1735666164433-2024-12-31_12-28-35.png?Expires=253370764800&Signature=dbdjvYIbF8VfhStFexOnq~-7648vc6Uj~rruwN3m0-lHNsWIvu0u314W~t~FbqGEQLQ1VRsn1j7lgRv2JWcfkFXk1InRomtuHmNj4Dzh5F724XjW0sPE1tab4PH~eSfWgSJxKWffFD9wZegciFLZAJPGM2sszYf9vAsFF~0j8Bj3XHQDWZMapJUkUNxIpxH-OnlFQMEfKGXxkWnqsI~GjXQu7QeuEbvhY-q0kb-gn2bmbqqUZxJiUWJHpSbNVRecrsl010Saw0uHhH~OJ~Ak6gimUls1Gkll9PmVmRvEGF30-5gaABoFwLZG1Myd8zXgHVUKixg402UgXbH1jJdOiQ__&Key-Pair-Id=K3NV4LZ47N8M46)
  3. Make the necessary updates and **Save** the changes.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730236592982-Screenshot2024-10-29at5.16.08PM.png?Expires=253370764800&Signature=DUS0auNsLtt~I2p7NN-~ZtEAAHTOvD1brTo0O8998AQMA1MtfiJsioq~ZSRlGYdit43kNlpxL2TFb~T4XjTKVuWJzZk0HcRVLnLfLEEbM8kHBWbpj3XJGsRfmA2A253Euw4sT4ufVPOmpioZr5FGlX3QpciZNr4ZUQpvDoiWeqtVM8zTWvbooBleWOvxMMHO3pKhYzVPLfrhYF46GdA4zVmSibrCTLK9WkPqaUEUqWxAZcgb5YQ3xybl5G4NzvxKW0gkivRIywZ3VAUuSkCOcZJBEsjathIcD5BR6B8PCqeqzMEcE~x69tPDanG3dNKdvxL50Ig-il-RCesUGqBgbA__&Key-Pair-Id=K3NV4LZ47N8M46)
## Removing Imaging Report
  1. Locate the imaging report card in either the **Patient Chart** or **User Panel**.
  2. Expand the report card and click the dropdown arrow next to **Edit**.
  3. Select **Remove** to open a confirmation prompt.
![2024-11-06_17-06-56.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730930871439-2024-11-06_17-06-56.png?Expires=253370764800&Signature=QeG0LXVHa4CVEK6N3XyKLJULNZ0XbOXVyUujHgQ-e~naUBO7SWGMXa8~3PAhV1hFklMrBP-wswx-pgGV2zFnARANpT8sbn~2uGsAmHDq926aDgdEKo7oXo5Wt3UJu4AuYMVvOh8b1bAnNytJ5t6~YKmLcfFrvd6TOjBdTNWUU5R6sLRm13kVAdPI9WZfGk0xg4VBW5XhzJajVrlj-xw6o5VkoSF7Jcb2nBzDI3Uh8d32W-JlFqNZxbplP4Twry5y-esS0h56gfp-fwVjcjjfH2kMlU3mPzHP58PRwYs6Z4WHZGtwiclq8OzffGJO3Co3M4FLKo~aUeEM00LWgzCKYw__&Key-Pair-Id=K3NV4LZ47N8M46)
  4. Confirm the action, and the imaging report will be permanently unlinked from the patient's chart.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730237699231-Screenshot2024-10-29at5.34.40PM.png?Expires=253370764800&Signature=rraNs7lcTawplwxkTP22T2865h4i-6BoDrdHv8AosbQwMuMXbCpoydQq7S1bItrdDQBwTXwdsvGUoZ9tQdta96ZL5LjEtLdQT5xY6GPB7sDbOlrl~1vxbyl3ByaY2ZvVlRYE5wLKZrKuYlQYqGNsA9gqvXlk2-upXDPqrYjM-tyzQ2pGMVKhIxvRv~D~owOJflmLgruirROGX6wyRO8IMYCzauiXGAe~4xfGlt18f7x-~M~wcJcRSGTVmXNYYo1e7PblOX9FaBfnSKa-CERDwz-nt0AUyJ3n8l0fSA0CoXh7XREPSge6RczCI5A-U1HAwn2tklDFMZpLX1vNMyMhoA__&Key-Pair-Id=K3NV4LZ47N8M46)
## Linking Imaging Order to Results
  1. If an imaging order was not linked in **Data Integration** , select **Link Orders** on the imaging report card.
![2024-11-06_17-14-30.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730931580481-2024-11-06_17-14-30.png?Expires=253370764800&Signature=Wy7vWLP5BBhyJCBMfqf6KyYzRp6yqHrCCkF3V2q~T7N6cl0kOLApu-hfcVf0gdc7EtCgx7NMB4lzJ0IZIPQzrTUAofQPYhmwZareXbKe6odL5GE4BwdISRJrij4qPAdXAwS7iPuabkV6qyrvTDFtrRbUc6ZI6ZTvA0QESROyEVJfHuHY9FANvPsXvT2NpIscBAodZWkmotPPmozu~iBv77qpDBoIEwzRtG0qbCG744wd9vg~--P7pfOgVRnpLFB8~q3cbS4-gaQKTl9svmMCmQgWDgdqnTxk1tTCB~9pvdwMzjDBfj5Ixq9AlpKe7eF57vzY0C8ON1Z4QPCdpcKVLw__&Key-Pair-Id=K3NV4LZ47N8M46)
  2. A dropdown will show all open imaging orders for the patient (committed or uncommitted).
  3. Select the appropriate order. The provider's name will appear, confirming the link.
![2024-11-06_17-24-00.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730931954068-2024-11-06_17-24-00.png?Expires=253370764800&Signature=MYbA4DILMZLHAcqhnpqyqvbPDXFuWbcSOmOZ4el0b63ndRvxYDlcZehBcLuQet--xwYGwbxTHXqnhpxQYe3eXUUFmQEG49MY9dVN73mmuPW4AW9w-UjhaHfLqfhD-EQLfxHV6wzreI7oxSjTMmVXmYg91~D495K~eTkveZ~UW8eodADz-MrBec25tC3zzR6GxtbEb5hPY0II2BlIixwoByXMCT8-EFmrBktNrgETlJIQ-SKpppwapo5ZExnMVHWmOkuOu7uZpb0uNUiGSbkAR9EbFqU0nDvyjULXHlvEiByFBQdjLCcV-EYvI1bYs2E9-2zoTIA5sAI1Ai6eUlJ~0w__&Key-Pair-Id=K3NV4LZ47N8M46)
## Removing Imaging Order from Results
  1. Open the imaging report card in the **Patient Chart** or **User Panel**.
  2. Click **Edit** and remove the linked order by selecting the **X** next to the order name.
  3. If necessary, link a new order following the steps outlined above.
## Reviewing Internal Comments for the Imaging Review
Internal review notes for the image results are only visible on the command itself. Follow these steps to be routed directly to the command.
  1. Navigate to the patient chart
  2. Click the **Imaging** icon in the patient panel
  3. On the imaging report card, click **Reviewed on [DATE] at [TIME]**
  4. A new tab will open that takes the user directly to the associated **Imaging Review** command.
![2025-05-22_12-22-15.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1747931131086-2025-05-22_12-22-15.png?Expires=253370764800&Signature=ueC25qkl-UQ7dsndYszBq~L~hKosLsa7bQC0VcOS369shpRnCieapvYTVzC87z3jg4DqVPewyvetHUZTaxtyGzKkPRVsertkumovQBYcCLZI5EeICM-TSTOitsEnk3GC0INTpkL2oONcewz389ES53t4E5oKsXWdPjMJLywSvWhxr~L04G5eRDggmIS6Qlbbm4rg3HpJ4ut4YQGHZHZ40GoZJ9BqlVyBAQPzG4qMHTs883DWJj6KlO~y7yRCJGEpDz7DWnyg1IfzCd0AMTlPwsWwucw1I6twnZw5qgGh9k3lVKn9q5qOO78KxW9eGsgCpCljc9R1jjHtqT0hDepffg__&Key-Pair-Id=K3NV4LZ47N8M46)
## Assigning Processed Imaging Results to 
Results can be assigned to a team or individual after the results have been processed through Data Integration
### Assigning Imaging Results to a Team
  1. Click the **Imaging** icon in the patient or user panel to open the result cards
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749671473094-image.png?Expires=253370764800&Signature=uegbvvsuhbvfwElplaHjeS0WZGdoKtcKg~wfQt9xf9X40E81vK3HGaauaRYEwKISUpKofrBMEhSyTouHtoob2s9LTFMNf4vgVIagRkGy9QcFCXH09Ssi7kSUFITcpMTPA9meOCnDfYIgLzRTT5nGVlaOwb8GjA3bFX-U6dTg2gV16HvLQKp2tZbDUCCCuIA5Moqr8GoyzvuNIluRouI5axqDDmG16SXTyLyhtq7beG5rXoak4ZmWFuikZJDh5hbMGtFkHs6gLFZEJxzbTk4K0bI3NFJyJU1EKS-Yma~GV1QBLGphKe4qvcKLhkz07sgp1vfkhzjulCBUxLJ62ck8kg__&Key-Pair-Id=K3NV4LZ47N8M46)
  2. Click the team link**** on the card to open the dropdown. It will either say **No Team Assigned** or state the name of the team currently assigned
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749671883648-image.png?Expires=253370764800&Signature=UJf9LyjbpQ4Nct-4fq9sSMhSffNXkPk-KxtdUtyhJSY4V6kWVxc4OUu8m8XaPbfR5LFgbRXy3OPzwhQz5CbwLgpizKMU0vAp94XcxlvzE6j-U-cUibUngXerrCIAjLjoLn7Mkmxh4vCejib~ncKmY2OmQwz6Qr8FjCFZ0yW9WD6z3hYeVXZuLLxzPYh8s2zd3h0iTLxviIrLYlkT0mrZ-nfYoJUEEKAhiDnlm96kXnr2lD03eFqxyMR1SEWAgNrVAOqnz4Uib-u9kYt-uZZ7WUs1ykTfr-o1n~~skUC5d38rEOQQ0DNH1bU-VAUghDShg6oA34Y-dyTgoalvSisIlQ__&Key-Pair-Id=K3NV4LZ47N8M46)
  3. Select the team name from the dropdown
### **Assigning Imaging Results to an Individual User**
  1. Click the **Imaging** icon on either the user or patient panels to open the Imaging Results
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749671481778-image.png?Expires=253370764800&Signature=CBWJi5XC0oTCDqQE7hM94vPxIgUgbSwBMyDYCCxItY6VsRoZsuxRvnJgNNmVTjhQHUQY-4C5CDvfElU3y3CCGP7kJz1b51XfOnOhP98HHQ3FE4e6jnLD~m8YB1JYYh5ZXPMD1TtsCCI5vEn-gtcAE~LZdHsdyOjUOqyjaFvxtgigWILpA3DtQTDpjI~h800XJrCDNPqRWRzBdCg2ffGAXs9Ia~hjL8HQrVuhQF-utrQzWTrMnD5RHZiB7AroERZHGZqjjWkQTCWN2lp4lI6UbFw0rqKfLRU~-7PPcmQmtD4XME3BtuRGMui-u4iQMQbGCjzGD4wwnRhpf-XTxRUqRA__&Key-Pair-Id=K3NV4LZ47N8M46)
  2. Click the name of the assigned user to open the dropdown
     - A user will already be assigned since it is required to process in Data Integration
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749671964063-image.png?Expires=253370764800&Signature=cs3TiZEAkNjjwkMRWlKlLom~ap-37Y5XnR9KDgUYevsAuMjUE9DO2P9yOZ0FXyR39~yY5f9NA8OZ1wvGyTmicihMepJGFUPU9NvoF0tY2lnOOMRVVOBZ~-OztGGTZ2TqDEwM2HBJEVhqj7oNV3GgDmzkDxgdWlOIiytaHBs7hZ5nn3h-Y6wy4MFKC9Nc2Odv0~eNn1BNAa-0PqCYtRvSMvROZsxxPwK36u0uRAnespVOtJK69Nf2cW~ZW-ICx7irV1k4CqcwQLOj3XLQjlWgFzt0P69b2ECKNFTbQcruFWnkjZx8ZuBuqJNDKcxSkx8NDeV6y1p0ZnCchwQFHJV7ew__&Key-Pair-Id=K3NV4LZ47N8M46)
  3. Select name of new assignee
# FAQ & Troubleshooting
**Q: Can imaging reports be uploaded manually?**  
A: Yes, reports can be uploaded directly through Data Integration and linked to a patient's chart.
**Q: What happens if no reviewer is assigned?**  
A: Users must manually select a reviewer from the dropdown list during the linking process.
**Q: Can an imaging order be linked after upload?**  
A: Yes, users can link an order at any time by selecting **Link Orders** on the imaging report card.
**Q: How do I remove an incorrect imaging order link?**  
A: Use the **Edit** button on the report and remove the order using the **X** next to its name.
**Q: Is there a way to revisit a signed imaging review?**  
A: Yes, from the patient's chart, click **Reviewed on [DATE]** to return directly to the Imaging Review Command.
Reviewing Internal Comments for the Uncategorized Document Review
Internal comments for the **Uncategorized Document Review** are only visible on the command itself. Follow these steps to be routed directly to the command.
# Related Resources
• [**Processing Documents via Data Integration**](https://canvas-medical.help.usepylon.com/articles/7371085164-data-integration)  
Learn how to upload and assign clinical documents from the Canvas Data Integration system.
• [**Understanding Commands**](https://canvas-medical.help.usepylon.com/articles/4129367510-commands-introduction)  
Explanation of how commands influence workflows and documentation
**Keywords & Metadata**
• **Keywords** : Imaging reports, Data Integration, Canvas Medical, document upload, imaging order linking, patient chart, fax inbox, clinical review  
• **Categories** : Imaging Management, Data Integration, Patient Records, Workflow Optimization
----- END PAGE https://help.canvasmedical.com/articles/7566748234-process-image-results


----- BEGIN PAGE https://help.canvasmedical.com/articles/7597495196-studio-admin-guide-setting-up-gated-release
### Gated release: from Promote to live in production
This picks up after your repository is connected. For the one-time connection setup (GitHub App or GitLab token), see [Studio Admin Guide](https://help.canvasmedical.com/articles/2234141107-studio-admin-guide).
When your organization uses **Gated** release, publishing in Studio and going live on your Canvas instance are two separate steps, owned by two different people:  
  1. **You Promote (in Studio).** At Final Review, click **Promote to (your repo)**. Studio opens a pull request (GitHub) or merge request (GitLab) in your team's repository containing the finished plugin's source. That's where Studio's job ends — it does not install anything on your Canvas instance.
  2. **Your technical team reviews and merges (in GitHub/GitLab).** A reviewer approves and merges the request on your team's schedule. The plugin's code is now in your repository.
  3. **Your team installs it on your Canvas instance.** Merging alone does **not** put the plugin on production — a final install step is required, and your team controls it. This usually happens one of two ways:
     - **Manually** , with the Canvas CLI pointed at your production instance: `canvas install <plugin> --host <your-instance>` (this validates, packages, and uploads the plugin).
     - **Automatically** , through a pipeline your team sets up — for example, a GitHub Action that runs on merge and installs the plugin for you.
Because that last step is yours, Gated release gives your technical team the final say over what reaches production — that's the "gate." (If you'd rather Studio install straight to a Canvas instance with no repository step, your Studio Admin can switch you to **Direct** release instead.)  
**Shipping updates later.** After a plugin is Promoted, the project's final stage reads **Promoted**. To send a change downstream, ask the assistant to bump the plugin's version, then click **Promote updates** — Studio adds the change to the open request, or opens a new one if the previous request was already merged or closed. Your team reviews and installs it just like the first time.  
**FAQ additions**
**Q: I merged the request Studio opened, but the plugin isn't on my Canvas instance. Why?**  
A: Merging only puts the code in your repository. Under Gated release, a separate install step — run by your technical team, manually or through your own pipeline — is what puts the plugin on your Canvas instance. Check with whoever owns your deployment process.
**Q: Who installs the plugin under Gated release?**  
A: Your technical team, using their own process. Studio hands off a reviewed pull/merge request and does not install to your instance itself. (Under Direct release, Studio does the install for you.)
_Keywords to append:_ gated release, promote, pull request, merge request, production install, canvas install, CI/CD  
----- END PAGE https://help.canvasmedical.com/articles/7597495196-studio-admin-guide-setting-up-gated-release


----- BEGIN PAGE https://help.canvasmedical.com/articles/7699598664-command-plan
The Plan command is available to create a narrative of your visit plan.
## FAQ:
Q: I made a mistake, how do I remove this command?
A: Commands can be entered in error, but not deleted. Please review the Entering a Command in Error document for more information.
## Step by Step:
This process begins with an open note of the patient chart.
  - Type "_plan_ " into a blank line within the note
  - Select the command by pressing **Enter** on the keyboard and the cursor will default into the open line for free text entry.
  - Enter any text outlining your plan for the patient.
**_TIP:_**_Use_** _Enter/Return_** _on the keyboard to move the cursor to a new line._
  - Click **RECORD** to commit the command. 
# Resources
### [Video: Command | Plan](https://www.loom.com/share/e8ee61f5b3144ee2892d74e1a076d839?sid=8e08b91e-c91a-46d7-85d3-8a501b1916c1)
----- END PAGE https://help.canvasmedical.com/articles/7699598664-command-plan


----- BEGIN PAGE https://help.canvasmedical.com/articles/7708474806-task-claim-labels
Custom labels help organize tasks, claims, and appointments in Canvas Medical. Clinics can categorize and prioritize items by urgency, workflow stages, or specialty needs. Canvas includes three default labels—**Emergent** , **Urgent** , and **Routine** —which cannot be removed to ensure critical prioritization. Additional custom labels can be created to streamline operations and improve workflow efficiency.
# User's Guide
## Understanding Label Types
Canvas provides three immutable system labels that serve as the foundation for task, claim and appointment prioritization:
  - **Emergent** : For time-critical items requiring immediate attention
  - **Urgent** : For high-priority items needing prompt action
  - **Routine** : For standard priority items following normal workflow
Additional labels can be created and tailored to the clinic's specific needs, such as specialty workflows (Primary Care, Referral), departmental organization, or custom priority levels.
## Label Assignment Methods
Labels can be applied to tasks, claims and appointments through two primary methods:
**Manual Assignment** : Users can select appropriate labels when creating or editing tasks, claims and appointments directly in the interface.
**Automated Assignment** : Task Association rules enable labels to be automatically applied based on preset workflows, ensuring consistent categorization as new items are generated.
## Label Visibility and Display
Labels appear consistently across relevant interfaces to provide clear visual organization. For claims specifically, labels must be configured within individual revenue queues to ensure proper display in those workflows.
# Configuration & Set Up
## Creating New Labels
  1. Navigate to **Practice: Task Labels** in Settings
  2. Click **Add Task Label +**
  3. Configure the following fields:
     - **Name** : The display text for the label (e.g., "Primary Care", "Referral", "Follow-up")
     - **Color** : The display color for the label (defaults to gray)
     - **Position** : Determines display order in selection lists
     - **Task Association** : The label will automatically be added when based on applied **Chosen Task Association**
     - **Active** : When checked, the label is able to be assigned to its designated module(s).
     - **Modules** : Labels will appear as selectable options in the dropdown menu for the corresponding module.
       - Labels can be associated with a single module, multiple modules or all modules, depending on the requirements.
       - If modules are not chosen, the label will automatically apply to all modules.
     - Click **Save** to create the new label
## Revenue Queue Configuration
Claim labels must be configured within individual revenue queues to ensure proper display in those workflows.
  1. Navigate to **Quality & Revenue: Queues** in Settings
  2. Select the appropriate queue
  3. Hold `Cmd` (Mac) or `Ctrl` (Windows) to select **Labels** under the **Visible Columns** section. **This will prevent current selections from being removed.**
  4. Save changes
![2024-11-07_20-15-18.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1731028602845-2024-11-07_20-15-18.png?Expires=253370764800&Signature=r7FkBPF6F9bmxMTtmJhzzwtN1O~VpAih-cqew~nQQ-wcSz90auNGBOguul8Q3ro9XThRSGqp2gEA84NuMZLV4bdWTFwrMeWUYBG~utCvUsqyslloUiwfypzQfHPfUIapPiBkNXrkixVoCkmxejPeqfRvP8gisplhOAlafonrQ90RzG0GwTdWva46K41Q8Kzd04lAx0fYH6Ay5zJ5oA2nS78zev2fiyfhxkKSlUHkwfXBYfF4uARX3t4Mgg9DfQu3HWTeITcpzA~Qel49jm3m0Lbmuyfi046rUA2WDq6I33i9Up-EDH61~n81NY13zAwdRJaDvqP973i0Q5IoYqNQhA__&Key-Pair-Id=K3NV4LZ47N8M46)
## Editing and Deactivating Labels
### Editing Labels
  1. Navigate to the **Practice: Task Labels** setting
  2. Select the label that needs to be modified
  3. Make the necessary updates to its fields
  4. Save the changes
### Deactivating Labels
  1. Navigate to the **Practice: Task Labels** setting
  2. Select the checkbox next to the label(s) being deactivated
  3. Choose **Disable Task Label** from the **Action** dropdown menu
  4. Click **Go** to apply
Labels that have been deactivated cannot be assigned to new modules; however, they will remain available as a filter option.
![2024-11-07_20-34-28.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1731029672565-2024-11-07_20-34-28.png?Expires=253370764800&Signature=A3w4Cd~8qVhthOve27-95K0G07gcU7RcB8mL7foetz-1VZ9Nw-71uWUtD3lT5TS50qXgxNVvA1G1wLCoxF4~bV23M2y70nSaFtbR5ARXLgQW4gQuSerPXDXSrOjwztGanpxSLxTBvX5eSHpuzR5XhArcSxc-0LTq7ojtAuuP59GDTvc-ou2QI15WFWgdaJVt-tKYGJkgDri1SXRObG5Qxrtec57jBTElbmc4CSmTrUgSp1~RhDp-nb8vB1Fud0l85l6pmcB59In6azqp0ilTux-vj264KWGj8dABuAcwXdb5ekvQpzNqi4U8hyYrtibbeSb9v0igiuDzSt2ofh7L-w__&Key-Pair-Id=K3NV4LZ47N8M46)
# FAQ & Troubleshooting
**Q: Why can't I delete the Emergent, Urgent, and Routine labels?**
A: These are system-required labels that ensure critical prioritization capabilities remain available. They cannot be removed or modified to maintain operational stability.
**Q: I created a label but it's not showing up in my claims revenue queue. What's wrong?**
A: Labels must be individually configured for each revenue queue. Navigate to Quality & Revenue: Queues, select your queue, add Labels to the Visible Columns section, and save.
**Q: Can I change the order that labels appear in dropdown lists?**
A: Yes, use the Position field when creating or editing labels. Lower numbers appear first in the selection list.
**Q: How do I edit an existing label?**
A: Select the label from the Task Labels list, make your desired changes to Name, Color, or Position fields, and save the updates.
**Q: What happens if I disable a label that's already assigned to tasks, claims or appointments?**
A. The disabled label will still be available as a filter option and will remain associated with any items it was assigned to before being disabled.
## Related Resources
  - [Managing Patient Appointments](https://help.canvasmedical.com/articles/4617508394-managing-appointments#scheduling-additional-visits-27)
  - [Task Management](https://help.canvasmedical.com/articles/8460447495-task-management)
  - [Claim Management](https://help.canvasmedical.com/articles/9992348572-claim-management)
  - [Revenue Queue](https://help.canvasmedical.com/articles/3240845520-queues)
* * *
**Keywords:** labels, tasks, claims, appointments, organization, workflow, priority, revenue queues, task association
**Categories:** Task Management, Claims Processing, Workflow Configuration, Settings
----- END PAGE https://help.canvasmedical.com/articles/7708474806-task-claim-labels


----- BEGIN PAGE https://help.canvasmedical.com/articles/7808408736-managing-canvas-staff-activity-report-recipients
## Introduction
The Canvas Staff Activity Report helps administrators monitor team engagement and usage patterns by providing automated nightly summaries of staff activity. This article covers how to add or remove recipients from the report distribution list and manage report settings.
## User's Guide
### Getting Started
The Canvas Staff Activity Report is automatically generated each night and sent to designated email addresses. To modify the recipient list, you'll need admin access to the Canvas configuration settings.
### Adding New Recipients
If you have admin access, you can add new recipients directly:
  1. Navigate to `/constance/config/` in your Canvas admin panel
  2. Locate the **REPORT_EMAIL** setting
  3. Add new email addresses to the existing comma-separated list
  4. Save your changes
### Requesting Access or Changes
If you don't see the configuration options mentioned above, you may need elevated permissions. Contact your Canvas support team to:
  - Request admin access to modify report settings
  - Have new recipients added to your report distribution list
## FAQ & Troubleshooting
**Q: I don't see the /constance/config/ option in my admin panel. What should I do?**
**A:** This means you don't have the necessary admin permissions. Contact your Canvas support team to request elevated access or to have them add the new recipients for you.
**Q: Can I download the staff activity report as a spreadsheet for analysis?**
**A:** No, not at this time.
**Q: How quickly will new recipients start receiving the report?**
**A:** New recipients will be included in the next scheduled nightly report after being added to the REPORT_EMAIL setting.
**Q: Can I remove someone from the report distribution list?**
**A:** Yes, simply remove their email address from the comma-separated list in the REPORT_EMAIL setting using the same process described above for adding recipients.
* * *
**Keywords & Metadata**
**Keywords:** staff activity report, nightly report, email recipients, Canvas admin, REPORT_EMAIL, configuration, constance config
**Categories:** Administration, Reports, Configuration
----- END PAGE https://help.canvasmedical.com/articles/7808408736-managing-canvas-staff-activity-report-recipients


----- BEGIN PAGE https://help.canvasmedical.com/articles/7989321964-assessing-and-updating-conditions
## Introduction
Tracking patient progress over time requires regular updates to existing conditions. This article explains how to assess conditions, document changes in patient status, and review comprehensive condition histories in Canvas Medical.
## User's Guide
### Adding an Assessment
The Assess Condition command updates and documents progress for existing conditions.
**To assess a condition** :
  1. Add the **Assess Condition** command to a new or existing note through one of the following
     - Add the **Assess Condition** command directly to a new or existing note
     - Hover over the condition in the Patient Summary and click **Assess**
If the cursor is not positioned in a note before clicking **Assess** , a Chart Review note will be created to store the command.
  2. Complete the fields within the command
     - **Background** : The most recent background details from prior Diagnose or Assess commands carry forward automatically. Update if necessary.
     - **Status** : Select the current condition status:
       - 🟢 **Improved**
       - 🔘 **Unchanged**
       - 🔴 **Deteriorated**
     - **Today's Assessment** : Update observations made at the current visit based on condition status
  3. Click **Record** to update the patient's record
### Using Carry Forward
To transfer data from a previous Diagnose or Assess Condition command:
  1. Click the triple dot menu on the new Assess Condition command
  2. Select **Carry Forward** from the dropdown
  3. Matching fields from the previous command will replicate in the new command
Any new information entered will overwrite existing content, ensuring the record stays current for the next carry forward.
### Viewing Condition History
Clicking on a condition in the Patient Summary opens a modal with comprehensive historical information.
**To review condition details:**
  1. Navigate to the Patient Summary which is the left panel of the patient's chart.
  2. Click any condition to open the modal
**The modal displays:**
  - **Background** : Most recent and historically documented background information
  - **Associated Medications** : Medications where this condition is listed as an indication
  - **Labs and Imaging Orders** : Orders that reference this condition as an indication
  - **Assessments** : Complete history of all assessments in reverse chronological order, including condition changes or resolutions
Each timeline entry links directly to the originating command in the patient's chart.
### Understanding Timeline Behavior After Diagnosis Changes
When a diagnosis is changed using the Change Diagnosis command, Canvas creates specific timeline behaviors to maintain accurate historical records.
**Original Diagnosis Timeline:**
  - Change Diagnosis automatically resolves the original condition and the modal will display "Change of diagnosis to [new diagnosis and ICD-10]"
  - Clicking the resolved condition in the modal timeline will link to the Change Diagnosis command
  - The modal timeline displays all assessment history up until the diagnosis change
  - Lab and imaging orders appear only if their ICD indication code matches the original diagnosis
  - The modal timeline will not include assessments made after the diagnosis was changed
**New Condition Timeline:**
  - The modal timeline shows complete assessment history from both the original and new conditions
  - First assessment entry displays: "Change of diagnosis from [original diagnosis and ICD-10]"
  - Clicking the first assessment entry links to the Change Diagnosis command
  - Lab and imaging orders appear only if their ICD indication code matches the new diagnosis
  - The modal timeline does not display the resolve event that occurred for the original diagnosis
## Configuration & Set Up
No special configuration is required. The Assess Condition command and condition history modals are available by default in all patient charts.
## FAQ & Troubleshooting
**Q: How do I access the condition timeline?**
A: Click on any condition in the Patient Summary to open a modal that displays the comprehensive timeline, background information, associated medications, and all historical assessments.
**Q: Why doesn't my new assessment show the previous background information?**
A: Background information carries forward automatically from the most recent Diagnose or Assess command. If it's not appearing, the previous command may not have included background details.
**Q: What happens when I change a diagnosis?**
A: The Change Diagnosis command creates a new condition with the updated diagnosis while preserving historical data from the original condition. The original condition is resolved with a note indicating the change, and the new condition includes the full assessment history from both diagnoses.
## Related Resources
  - [📄 Documenting New Diagnoses](/articles/9221634314)
  - [📄 Managing Historical Conditions](/articles/3935780129)
**Keywords:** assess condition, condition history, patient progress, condition status, clinical documentation, timeline, carry forward, assessment history
**Categories:** Clinical Documentation, Condition Management
----- END PAGE https://help.canvasmedical.com/articles/7989321964-assessing-and-updating-conditions


----- BEGIN PAGE https://help.canvasmedical.com/articles/8047008267-surescripts-medication-history
Surescripts Medication History provides essential data on medication fills directly from pharmacies and pharmacy benefit managers (PBMs). This data enables care teams to assess medication adherence, remove barriers to care, and close the loop on essential therapies. Canvas offers an out-of-the-box integration that allows users to access this history for both front-end display and reporting purposes.
# User's Guide
This section explains how to request and utilize Surescripts Medication History within Canvas, including its functionality, guidance on its use, and common troubleshooting solutions.
## Requesting and Viewing Medication History
### Making a Medication History Request
  - Navigate to **Settings** >**Patients** in the Practice section.
  - Click **Medication History** next to the patient's name.
  - Only users with a valid provider NPI and SPI (Surescripts provider id) associated with their profile can submit a request.
### Common Errors Making Medication History Requests
Review the patient and staff profiles to check for the following discrepancies:
  - Patient name contains special characters.
  - Patient address is missing.
  - Patient address **Type** is not listed as **Home.**
  - Patient address **Use** is not listed as **Postal** or **Both.**
  - Patient does not have active coverage.
  - Patient has not had a valid eligibility check in the last 3 days.
  - Requesting provider lacks an address in their staff profile
  - Requesting provider does not have a valid NPI and/or SPI.
If the issue persists after performing the checks above, please[ **_contact Customer Support_**](https://portal.usepylon.com/canvas-medical/forms/standard).
## Viewing Medication History Data
After a response is received, the medication history can be accessed through two methods:
#### User Interface
  - Navigate to **Settings** >**Patients**
  - Click **Medication history** next to the patient's name.
#### Database Access
  - Medication data is stored in a **read-only replica** , allowing for reporting and automated actions.
  - The practice's development team must generate database reports.
    - **Technical users** : Review**Generating a Database Report for Medication History** below for information on database tables and creating the report
# Configuration & Setup
## Enabling Medication History
  - [** _Contact Canvas Support_**](https://portal.usepylon.com/canvas-medical/forms/standard) to activate the integration.
  - Ensure that provider staff profiles include a valid **National Provider Identifier (NPI)** and **Surescripts Provider Identifier (SPI)**.
  - Grant users the necessary permissions to request and view medication history.
## Generating a Database Report for Medication History
### Structure of the Data
Summary of the relevant tables:
  - **MedicationHistoryResponse** : Records each response received from Surescripts. Each row represents a unique response for a specific patient. Multiple requests will generate multiple rows. 
    - Example: If two requests are made on different dates and Surescripts sends responses for each, there will be two separate rows in this table representing each response date.
  - **MedicationHistoryMedication** : Stores specific medication data from Surescripts responses. This table is **pruned** with each new response, meaning prior data for the patient and date range is overwritten.
    - This table will always include the most up to date medication history information for all patients. 
    - Example: A fill was reversed and medication history is requested again, that fill would no longer appear in this table.
  - **MedicationHistoryMedicationCoding** : Contains coding details for each medication, typically the **NDC code**.
Important notes regarding the database tables:
  - **No Unique IDs for Fills** : Surescripts does not provide unique IDs for fill events, so it is not possible to map fill events uniquely across requests.
  - **No Direct Mapping** : There is currently no direct mapping between the `MedicationHistoryResponse` and `MedicationHistoryMedication` tables.
# FAQs
**Q: What are the data sources for Medication History?**  
A: Data is retrieved from:
  - Pharmacies (**up to 90% participation**)
  - Pharmacy Benefit Managers (PBMs)
**Q: How does Canvas receive medication history information?**
A: Each request follows a structured process:
  1. **Request Sent** : A `MedicationHistoryRequest` is sent to Surescripts for a patient.
  2. **Response Received** : Surescripts returns a `MedicationHistoryResponse` with medication fill data or a denial notice.
  3. **Request Validation** : Each request must originate from a Surescripts-authorized provider. The active user in the UI serves as the requester.
**Q: What is the difference between filled and sold medications?**  
A: A **fill event** occurs when a pharmacy receives a prescription. However, if the patient does not pick up the medication, the claim is reversed, and it is removed from the Medication History. If provided, the **SoldDate** value confirms whether the medication was sold to the patient. This is occasionally sent by the pharmacy and is only included if the medication was actually sold to the patient.
**Q: Why am I seeing duplicate entries of medication?**  
A: De-duplication is **not enabled** , meaning duplicate records from PBMs and pharmacies may appear.
**Q: How does the medication history match with the patient?**  
A: Matching relies on patient demographics from pharmacies and PBMs, which may not always be consistent across sources.
**Q: Can Medication History run automatically?**
A: Yes. Plugins can request medication history programmatically using the `SendSurescriptsMedicationHistoryRequestEffect` effect, which lets you trigger retrieval on your own schedule or off your own triggers rather than waiting for someone to click into a chart. 
**Plugin-initiated Surescripts requests** must be enabled for your instance before they will send. This is a separate step from enabling Medication History itself, so contact Canvas Support to have it turned on. Until it is enabled, the effect will not reach Surescripts.
**Keywords & Metadata**
  - **Keywords:** medication history, Surescripts, pharmacy data, prescription fills, PBMs, Canvas Medical, medication adherence
  - **Categories:** Medication Management, Integrations, Patient Data
----- END PAGE https://help.canvasmedical.com/articles/8047008267-surescripts-medication-history


----- BEGIN PAGE https://help.canvasmedical.com/articles/8095252588-setting-up-rn-prescribing-permissions-and-erx-enrollment
# Yes, non-prescribing staff can send a medication order on the behalf of a prescriber.
Here's how:
  1. Open a patient's chart and add the `prescribe` command to a new or existing note
  2. Complete fields within the `prescribe` command
  3. Select the prescriber
  4. Click the "Review" button
  5. Click "Sign and Send" to process the prescription 
The prescription will be sent on the behalf of the provider selected in the `prescriber` field.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1774404757723-image.png?Expires=253370764800&Signature=cqftfVN463yfh-hYTbeXgQqVJ31S415ofvjYEUxYNCPyU6FWEz~BF~nQR5-2hIQXf20bB2hjBc2tjE1p6RFKU~E~PzArgOTbxJHxGsm66cEjcQn1rfYpZNp4aWN0XNyVPu2obPiZ91ZrkgJ4D8x8GYkc~JTEgtfTbeavSW-J8HhAv5n5aXm~ImmQUM-VXohryzTAlYuUTpA5GFFz6vHUGAenFRIGgn3LgPuwMrhF63fR9GaHkO~cuHQE6mJuHxs3Nrvdw~IBLNFhlAXLbKBmLROWHkUn4bqLMkmMbJo5JGJqABA4ekC6tA1AtKF8x5qXi5zsF2APcInpk0Uis7vLGQ__&Key-Pair-Id=K3NV4LZ47N8M46)
The prescriber must be enrolled following the steps outlined in [New Provider Onboarding](https://canvas-medical.help.usepylon.com/collections/3892924507-new_provider_onboarding). 
Canvas does not stop any user from **sending** prescription orders unless additional [Prescribing Restrictions](https://canvas-medical.help.usepylon.com/articles/3427480901-prescribing-restrictions) are set.
* * *
**Keywords:** RN prescribing, nurse prescriptions, eRx enrollment, SPI number, prescribing permissions, provider enrollment, ePrescribing
**Categories:** User Management, Prescribing, Provider Setup
----- END PAGE https://help.canvasmedical.com/articles/8095252588-setting-up-rn-prescribing-permissions-and-erx-enrollment


----- BEGIN PAGE https://help.canvasmedical.com/articles/8144965836-manging-patient-consents
Patient consents are essential for ensuring legal compliance and protecting patient rights in medical practices. This article reviews how to configure, manage, and inactivate patient consents within Canvas Medical. It also explains how to set up rejection codings and integrate consents into workflows while maintaining regulatory compliance.
# User's Guide
#### **Understanding Patient Consent Codings**
  - **Definition** : Patient consent codings define the types of consents your practice collects, with options for customization to meet specific requirements.
  - **Key Features** :
    - Customizable consent codings for specific workflows.
    - Configurable rules such as expiration timelines and mandatory status.
    - Rejection codings for tracking reasons consents were declined.
# Configuration & Set Up
## **Managing Patient Consent Codings**
Patient consent codings define the types of consents your practice collects, with customization options to meet specific requirements
### **Creating a Patient Consent Coding**
  - Navigate to **Practice: Patient Consent Codings** setting
  - Click **ADD PATIENT CONSENT CODING +**.
  - Complete the following fields - bolded fields in Canvas are required:
    - **System** : Enter a system name (LOINC, SNOMED, INTERNAL)
    - **Version** : Allows the ability to track which version of the consent a patient has on file.
    - **Code** : Needs to be unique. Cannot be updated once saved. Make sure to coordinate with the developers to ensure they are set up in a way that supports any external workflows.
    - **Display** : What will show in the dropdown (e.g., "HIPAA Consent")
    - **User Selected** : Inactivate an older version of a consent, or one that is no longer necessary, by unchecking this box.
    - **Expiration Rule** : Default rule based on consent policies. Can be overwritten in the patient profile
      - Never
      - In one year
      - End of year
    - **Is Mandatory** : Check if the consent is mandatory. This will apply in the patient portal as well.
    - **Is Proof Required** : Check if document upload is mandatory
    - **Document:** Document shared to the patient portal for patient completion
    - **Summary** : Description of consent to display in the patient portal. New lines or line breaks in the summary are not respected.
    - **Show in Patient Portal** : Consent will display in patient portal for the patient to complete.
### **Updating a Patient Consent Coding**
  - Navigate to **Practice: Patient Consent Codings** setting
  - Select an existing consent coding and make necessary changes. 
  - Only certain fields can be updated.
    - **User Selected**
    - **Is Mandatory**
    - **Is Proof Required**
    - **Document**
    - **Summary**
    - **Show in Patient Portal**
If updates are required for unavailable fields, the consent must be marked as inactive and then recreated.
### **Inactivating a Patient Consent**
  - Navigate to **Practice: Patient Consent Codings** setting. 
  - Select the consent to inactivate and uncheck the **User Selected** box. 
  - Verify the consent is no longer listed in the patient profile.
![2025-01-20_17-56-52.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1737418962906-2025-01-20_17-56-52.png?Expires=253370764800&Signature=kbpRq21rOwRPKFsstrWu1jbN2X3gG2ihAFTXvo9viAPmLNxr23b7SvdWq1meoWDHyJ0xKYvj-s~CQvkU17bhsiiVbCrpk-weyR1lGwFbcr5AcHdUpkpOvqwr1xiyQCW~zDqyJhma7821pnu0Y-dbN~3-s4U4dUQo-4LwKDHKA3ey9G~eC5Jt9sJ9rd92PFqo3fSDbLRolO7bPGXYs7kZDS6EkwT2ZUlzXseA1vQH6iJWOkMDGk~ZX3fuoSB71wdEaVcsQ-fvhdo0XLWtz8SmF9820yYdh-wxsTvynyEbLHvEsRcRH0JzJQ0aOhOmVVC-vw5nBEbHG9NuI5YyAfCCuw__&Key-Pair-Id=K3NV4LZ47N8M46)
## **Managing Patient Consent Rejection Codings**
Patient rejection codings are used in the event a patient declines to complete a consent.
### Creating a Patient Consent Rejection Coding
Within the **Practice** : **Patient Consent Rejection Coding** setting, customized rejections can be added by clicking **ADD REJECTION CODING +** and completing the fields. Rejection codings are the reasons the consents was not completed
  - **System** : Enter a system name (LOINC, SNOMED, INTERNAL)
  - **Display** : Enter the reason for rejection to show in the dropdown (e.g., Declined).
### Updating a Rejection Coding
  - Select an existing coding and make necessary changes
  - For bulk deletions, check multiple codings and use the **Delete** option from the **Action** dropdown.
### **Inactivating a Reason for Rejection**
  - Navigate to **Practice: Patient Consent Rejection Coding** setting. 
  - Select the consent to inactivate and Uncheck the **User Selected** box. 
  - Verify the consent is no longer listed in the patient profile.
![2024-12-18_12-14-59.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1734542170908-2024-12-18_12-14-59.png?Expires=253370764800&Signature=vS-UGBu9cTHdH2pP3HyV8a4ghjH68xgBzRldMcA2a9m5iUBwvxgwYXim9xI9yxv5JTLPwJFGhuiN6vnfitlAN79UDZhgBU~nJdA8~Mt6k7NAG7vJQ-bivUwmIZYBQT-eZWX3JV43CoR5vb3pjcSSUjeaESPgxS2JoMXuPYRmlAsPPeFcqNSJl5TJ-Ywf4r8bpdyPBwOh9z~WPY2gEWudDRlm2udSwac2jQCqu3aBQuYgTbWscQjKP7ZJDoroPKs8AP9rDT46kVsGmFhcQciTx9Iv7p8ZI6siMRCrHKmlag0updjTQXYAFI8CdtjJvcrts9hGpd3IGhzcEQ7PLlh8Vw__&Key-Pair-Id=K3NV4LZ47N8M46)
## Adding Consents to a Patient Profile
Consents can be added for a patient in one of two ways. Through the patient profile or through data integration. Click the links below for further details on adding consents.
[Patient Profile](https://canvas-medical.help.usepylon.com/articles/8802451810-patient-demographics#patient-consents-22)
[Data Integration](https://canvas-medical.help.usepylon.com/articles/7371085164-data-integration)
# FAQs
**Q: Why can't I edit all fields of the consent?**  
**A:** Due to patient security reasons, certain fields are not editable. This prevents the purpose of the consent being altered post patient signature. If an un-editable field needs to be changed, the consent must be inactivated and recreated.
**Q: Can consents be displayed in the patient portal?**  
**A:** Yes, ensure the **Show in Patient Portal** option is checked during setup.
**Q: What happens if a consent expires?**  
**A:** Expired consents will no longer be active, but you can override expiration settings in the patient profile.
**Keywords & Metadata**
  - **Keywords** : patient consents, rejection codings, patient profile, Canvas Medical, consent workflows, compliance, HIPAA
  - **Categories** : Configuration, Patient Management, Compliance
----- END PAGE https://help.canvasmedical.com/articles/8144965836-manging-patient-consents


----- BEGIN PAGE https://help.canvasmedical.com/articles/8162561919-data-migration
Data migration is a vital process in transitioning to Canvas Medical, ensuring that electronic medical records (EMR) and other patient information are accurately and securely transferred from your current system. Whether upgrading your technology, merging practices, or switching to Canvas Medical, successful data migration is essential to maintain continuity of care, data integrity, and compliance with healthcare regulations.
This guide outlines the data migration process, options, and expectations to help you achieve a seamless transition.
## **Overview of Data Migration Options**
Canvas Medical supports two primary data migration methods:
### **File-Based Migration**
This approach involves migrating structured data files into Canvas Medical. It is the most common and straightforward method for data transfer. We accept data in **CSV or JSON** formats and categorize them by:
  - **Data Types:** Patient problems, allergies, medications, demographics, and more.
  - **Coding Standards:** ICD-10 for problems, RxNorm for medications and allergies, and CVX with CPT for immunizations ensure data consistency.
  - **Mandatory Fields:** Key fields like the patient's unique identifier must be included for accurate association with patient records.
  - **Storage Locations:** Data is mapped to the appropriate location within Canvas Medical.
  - **Default Values:** Certain fields may default to pre-set values if not provided.
For detailed guidance, refer to our [**CSV Template**](https://docs.google.com/spreadsheets/d/1pndeInQAZWoAGpFDqEDlRWJcEzn9qrr6-an7TjpN_o4/edit?usp=sharing) to map your data accurately.
### **API-Based Migration**
For organizations with technical expertise, Canvas supports API-driven migration. This method leverages APIs (e.g., FHIR or proprietary EMR APIs) to access and transfer data in real-time.
**Key Requirements for API Migration:**
  - API access credentials
  - Endpoint URLs
  - Data mapping documentation
  - Security protocols
  - Rate limit and availability information
While API migration requires additional configuration, Canvas will collaborate closely with your IT team to ensure a successful setup.
## **Customer Expectations for Data Migration**
Your active involvement is crucial for a smooth data migration process. Here's how you can help:
  - **Data Provision:** Provide data files or API access credentials promptly.
  - **Data Selection:** Work with your implementation team to identify and prioritize data for migration.
  - **Testing:** Participate in validation sessions to confirm data accuracy post-migration.
  - **Timely Configuration:** Complete the setup of required (e.g., practice locations, staff profiles) in Canvas before migration begins.
By meeting these expectations, you'll help ensure a seamless transition and minimize disruptions.
## **Prerequisites for Migration**
To prepare for migration, the following configurations must be completed in Canvas:
  - **Practice Locations**
  - **Staff Profiles**
  - **Visit Reasons**
  - **Note Types**
  - **Custom Insurers** (for non-integrated payers)
Your Canvas implementation manager will provide guidance on setting up these fields, ensuring alignment with your data.
## **Resources**
[**CSV Template for Data Migration**](https://docs.google.com/spreadsheets/d/1pndeInQAZWoAGpFDqEDlRWJcEzn9qrr6-an7TjpN_o4/edit?usp=sharing)**:** Includes required fields, coding systems, and examples to streamline data preparation.
----- END PAGE https://help.canvasmedical.com/articles/8162561919-data-migration


----- BEGIN PAGE https://help.canvasmedical.com/articles/8177085140-consult-report-review
Consult reports are a critical part of the patient care continuum, providing external clinical perspectives and recommendations. In Canvas, consult reports are uploaded and managed through the **Data Integration** system. Once uploaded, these reports can be reviewed, edited, and assigned using either the Schedule View or directly within a patient's chart. This article outlines how to manage and review consult reports efficiently while keeping documentation organized and accessible.
# User's Guide
This section is designed to help users understand and utilize the Consult Reports feature by providing actionable steps to review, edit, and manage these reports from multiple locations within Canvas.
## Reviewing Consult Reports
Consult reports can be reviewed from two main locations in Canvas:
### From Schedule View
  - Navigate to the **badge icons** on the top-right of the screen.
  - Click on **New Consult Reports** to view all consults assigned for review.
  - A summary screen will appear showing all reports needing attention.
  - Select the desired report to open the **Referral Review Command** (left side) and the **report preview** (right side).
  - Complete the following fields in the command:
    - **Patient Message** : A message that will be visible to the patient. (Limit: 2048 characters)
    - **Patient Communication** : Method of message delivery.
    - **Internal Comment** : Private notes visible only to internal staff. (Limit: 2048 characters)
  - Click **Sign** to finalize the review.
### From the Patient Chart
  1. Use the **search bar** in the Schedule View to locate and open the patient's chart.
  2. Click the **Consult Reports** icon located in the top-right panel.
  3. Select the card of the consult report you wish to review to expand it. Reports pending review will display a red badge in the upper-right corner of the card. The sorting logic for the cards is as follows:
     - Documents requiring review by the logged in user will be listed first
     - Documents that need review and are assigned to a team the logged-in user is part of will show second
     - All other documents not assigned to the logged in user or their team(s) will be sorted by descending occurrence date
  4. Click **Review** to open the review modal. This modal displays the PDF document for the consult report along with review fields.
     - **Heading** : Displays the name of the document being reviewed
     - **Patient message** : Information to relay to the patient
     - **Patient communication** : Method to share message with the patient
       - **Delegate call, can leave message** : The caller can leave a message if the patient does not answer
         - A task will be created for the team with the responsibility **Communicate Diagnostic Results to a Patient** to call the patient and share the provider's message. 
       - **Delegate call, need patient to answer** : The caller must speak to the patient directly and cannot leave a message. 
         - A task will be created for the team with the responsibility **Communicate Diagnostic Results to a Patient** to call the patient and share the provider's message. 
       - **Already left message** : A message has already been left for the patient based on what the provider reviewed.
       - **Already reviewed with patient** : The patient has already been made aware of what the provider reviewed.
       - **Send via patient app** : The contents of the **Patient Message** field will send to the patient's portal for them to review.
     - **Linked Items** : The PDF of the reviewed item will automatically link here. You can attach related components of the patient's chart for reference. 
     - **Internal Comments** : Content is only displayed internally for staff visibility. It will not display on any documents shared externally.
  5. Click **Sign** to finalize the review process.
## Reviewing Internal Comments for the Consult Report Review 
Internal review notes for the Consult Report results are only visible on the command itself. Follow these steps to be routed directly to the command.
  - Navigate to the patient chart
  - Click the **Consult Reports** icon in the patient panel
  - On the card for the consult report result, click **Reviewed on [DATE] at [TIME]**
  - A new tab will open that takes the user directly to review the command associated to the consult report.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1747945851320-image.png?Expires=253370764800&Signature=qjZj-fUsR5~6Gqnjzrt0LLxKlHJEIKBDEGGGAGqQuSPcnGc7Uhx73xuWz1uE7cDNg3n81iO~RVT4MZmfiQ2SG-FSGux9br8AJ7AuVTBdsiJ29XFLN27iDdrOWjh0h1UIKORIRlMQnsteXxHJI~Uo3rnCaiQR7XhFtpcerQAJ0270OTT~HiK29eESBPT5brETjNPvyh8eS2~bSCGfp3iGK4JMTl8xrhkIfXaJlUeOc1rFsizn8OvFjrl6jtGpFkTIkGhrdnKMN0ivkrDl8jAynQmC9epMhyKBeSU6n3xprzda89rb8SqmN-f~YQ3pCke7lQW529vgryla0ue9RfxIiQ__&Key-Pair-Id=K3NV4LZ47N8M46)
## Assigning a Processed Consult Report to a New User or Team
Results can be assigned to a team or individual after the results have been processed and linked to a patient
### Assigning a Consult Report to a Team
  - Click the **Consult Report** icon in the patient or user panel to open the result cards
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749689248984-image.png?Expires=253370764800&Signature=uZc9t5~qiJBwm1FOCRtJ09UPo-RdPKGXQjLSs47rPfYdLi6o3ZXHO8YvJjqWsk7q37i~9uLaBO8L33UzMxov-bTwKarZeZ2~Q8fgav5PcKjA71hTqF~QKMOev898fGDqgS9AmbAHFh8yfUbqU~FzdrAwfxYqVAMcmLnkL28gvi~qAtqxBMEPGdc0tyUfhn3VK~WFVLe9ue3cItNarbhJGEUty4VSPKSoKcioFp0Wa6TzOWTUU7OU5bLNv-l~NGfpCWb9LTjQeaL8WR~Jgtn4T930Qio-loBF2cHojH4mzSIqKlk6BKhkSblj1vYbf1-NzbL4wYMLO8mdZqswWOuHkQ__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Click the team link**** on the card to open the dropdown. It will either say **No Team Assigned** or state the name of the team currently assigned
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749689304529-image.png?Expires=253370764800&Signature=eU8irDgDxh4OLUdehcttL~gdoEWM8K5KGAHVwLngPjBTowswoA5nMOH7dDg3JPnoTJjtErlsfhQf4Ts3WMN7Uwqv8dgz19nfBRw8x2GH9CsfjXEjnHPNUzh2PHW8HPn0TErtRlKMPBguJcxOw5MODWiw9vmwhGcHvILzlWBb5-Ki2QdnX9-FvBirmFvw6xDqY8SJffprOosiTAK2deNX72rg4Pf77s0UDg2WSEgD-MaWahc1qp3urHT~LjPjc9B6NCWGvYE2V29Vu9jY~GFOZ11s0q3PORoP5ozlMCma1EzI684rPzKycUimrwRE3SYW-U-cXm5Qiqa5mwcb6S~0YA__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Select the team name from the dropdown
  - Lab will show under the user's labs in their panel
### Assigning a Consult Report to an Individual User
  - Click the **Consult Reports** icon on either the user or patient panels to open the report cards
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749689261503-image.png?Expires=253370764800&Signature=ub3jGSXjVUNfSX8KEsm6KbmsXzkscnk4s8wvY551DNBZ2XYIXhlkddRdT4EK5nr0o8~nKKgyAdxOnwrswYpgKf7OKg6Yy6zdmB9BO5nQ~hge26Ap2F8px8bFs4A4iZDroIObPATlEDUazTHgtzPDFNYyl2079tHyN~deL0EBjmC4FuIqMiNzZge4r5aFjkUwxxY5Ux1ohvvofeWL0GgTs4CFCScmvUKVVpDJ~FPYJaB~dwBET9Ha-qXG4uc0gb5ov3M~2RcBK5YeLx6y4Q1f8907ue~xKwIPNF2AGtYRJWSjl~tsJofd-RQDNFQRfHBc2MCiNNu3zCys4oEbHG7hbg__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Click the name of the assigned user to open the dropdown
    - A user will already be assigned since it is required to process in Data Integration
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749689296804-image.png?Expires=253370764800&Signature=KChB2JEB6koFxzEeVOSEQcYtlKK4uqeCY2NLir1c7EjDieNEg9Nq4THTSR2ZOVHb52~R7PYYvvLUGffQaZELEoilMJx2iXS6ruU8tUICpHwZSPjs0fPtVEBQ9ei7GA8kLuzLwWZGlZPeQmXBZCZ9UVTHX7p1m2zMz2X9QAYIK~uGz5gx4xpJSdcGXT~ZXtnE5QYx1w9mfDEhPsz092bKD1871xYPFQbtTHqJsgd2SO7xFkc3ZCchzsFkP0j0W4H2uqDZhLvBADWU9~Pp7BrRmK5G20DxjrQEm1P9OPstJASDTLr9p9beM4szy0oFA12j9E7PKSFHg~JouWtRDLAuJA__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Select name of new assignee
  - Consult reports will show under the user's **Consult Reports** in their panel
# FAQ & Troubleshooting
**Q: When reviewing a report, how can I quickly view the patient chart?**  
A: Click the patient's name at the top of the review module to open their chart directly.
**Q: The report title is vague. How can I change it?**  
A: From the patient chart, click **Edit** on the report card to modify the document title, date, or type.
**Q: Are the document title and document type the same thing?**  
A: No. The **document title** is the visible label when reviewing the report, while the **document type** determines which structured fields appear in the review module.
# Related Resources
• [**Processing Documents via Data Integration**](https://canvas-medical.help.usepylon.com/articles/7371085164-data-integration)  
Learn how to upload and assign clinical documents from the Canvas Data Integration system.
• [**Understanding Commands**](https://canvas-medical.help.usepylon.com/articles/4129367510-commands-introduction)  
Explanation of how commands influence workflows and documentation
**Keywords & Metadata**
• **Keywords** : Consult reports, Referral Review, Canvas Medical, document upload, patient chart, Data Integration, document type, review workflows  
• **Categories** : Referral Management, Clinical Documentation, Data Integration, Patient Records
----- END PAGE https://help.canvasmedical.com/articles/8177085140-consult-report-review


----- BEGIN PAGE https://help.canvasmedical.com/articles/8181146406-letters
Creating a letter to provide to a patient, use as an order, or forward to another care provider is an essential part of healthcare. Within Canvas Medical, users can create letters, attach relevant documents, and either print or fax these letters directly. Additionally, users can customize templates, restrict editing, and manage placeholders for streamlined communication. This guide details the functionality, configuration, and troubleshooting of the letter feature in Canvas Medical.
# User's Guide
## Letters
Letters are available as one of the default note types in Canvas and can be disabled in the Note Types setting.
  - Select **Letter** from the **New Note** dropdown
  - Make selections from the dropdowns
    - **Dropdown 1** : Select the sender of the letter. The user that created the letter will display by default.
    - **Dropdown 2** : Choose the practice location from which the letter is being sent. This information will appear in the letterhead or any related placeholders.
    - **Dropdown 3:** Select the letter template, if applicable. Custom templates are also available for selection.
When changing the template of a letter, be aware that the current contents of the letter will be replaced and will not transfer to the new template.
  - Complete the contents of the letter either free text or completing the selected template.
  - Attach any necessary documents to the letter.
  - A letter can be deleted, previewed, printed and/or faxed
    - **Print** : Generates a print preview for verification. Once printed or faxed, the letter collapses and can no longer be edited.
    - **Fax** : Launches the fax module where recipient details can be entered. After sending the fax, the letter status is updated, and the letter collapses to prevent further editing.
Once **Print** or **Fax** is selected, further modifications cannot be made to the letter.
    - **Preview** : Opens a PDF preview in a new tab. Users can return to the patient chart for further edits after previewing.
    - **Delete** : Available until **Print** or **Fax** is clicked on the letter. Clicking **Delete** will fully remove the letter from the timeline and cannot be restored.
![2025-01-13_10-31-48.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1736782313089-2025-01-13_10-31-48.png?Expires=253370764800&Signature=k1BgUsHwWWMyidHglM~tG7i519k-hBlhfkSBPVeEvLURDG1qd02c0lETjRKPiLVwg9RK3UH3BO4d5HZ7L0RQBlGlxKSQFLNXosBf~RZqIed9gCpCuUFtq72E0joQnMGeR5Y1rLNHTGwqLdvcztxPvxhfsuxSsTybhr~F-I0EtVBK55pQEuxYY84Vh6Qil3DAKWUX57zJic7HK9eWRd41Go3xjWFAgvmt8NhQj0HpYzOPLS0HgbE7q-AABXakw7Pny645~5nfoaU-E9kinH34vccawFCz8Wcp5cKW4ucaSmwrJzaYPfgaH~ANui2FHSzcqYMIXA2fXS5WqUOxB8Wg1g__&Key-Pair-Id=K3NV4LZ47N8M46)
## Attachments to Letters
#### Supported Resources for Attachments
  - **Patient Chart Notes**
    - Includes visit type, reason for visit, provider name, and service date.
    - Only locked notes are available for attachment.
    - Filter by provider or service date to find specific notes.
  - **After Visit Summaries**
    - Summaries are linked to locked chart notes and listed in reverse chronological order.
    - The latest summary is displayed by default; older versions can be accessed via the banner prompt.
    - Filter by provider or service date to refine results.
  - **Labs**
    - Includes lab reports integrated via Data Integration settings.
    - Multiple report types associated with a single document will appear as one selectable item.
  - **Imaging Consult Reports**
    - Displays imaging reports associated with patients through Data Integration workflows.
    - Exam type and associated details are shown for selection.
  - **Uncategorized Documents**
    - Includes miscellaneous clinical documents such as hospital discharge summaries, operative reports, and physical exams.
    - Document type, comment, and clinical date are displayed for easy identification.
  - **Chart Documents**
    - Includes patient information such as medications, allergies, and care plans.
  - **Administrative Documents**
    - Examples include insurance cards, consent forms, and prior authorizations.
    - Document type and date are provided for identification.
  - **Consents**
    - Includes all versions of patient consents, with the latest version highlighted.
    - If multiple consents were combined in one document, all titles are shown under a single line.
Loading times for preview, print, or fax depend on the number of attached documents.
### Missing Letter Template Placeholders
When a templated letter contains missing placeholders, they are displayed in red bolded text. Blank spaces replace the placeholders when the letter is printed or faxed. To resolve:
  - Add the missing details in the patient profile or through free text
  - Reload the template with the updated information by refreshing and re-selecting the desired template.
![2025-01-13_10-47-18.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1736783243054-2025-01-13_10-47-18.png?Expires=253370764800&Signature=HLiKbpGNpS7DAZLD6A87SdIdkyKLrFpGXew~42hnjbZM92rAjqP3ve4zhSyrBN38Of1Lr56eTtkNTIfLrWY7HMK~WlpdXP50lRntrt2UoObtXtw~M49eSw9Eo6Bwy4K7F6R7I~Q8admg4ttuoWjga0EpSdWgUM0g-aRMqvuSTRwtaF4U1ywGup~JPu-vPpomGQlqyyGbvrbMLRVvHQhGm7hJOYA00xnqO11hBTWd3fpPKKeG-PVPE0HWiolJqNk7~NHbMXRKRm3U9k7ikX~pOSMZANTX-PD6O7wl3~B7W-7L6O~QgoJOuoMaFyKRBtotZxbii7lsmeZG5BB-LduzzQ__&Key-Pair-Id=K3NV4LZ47N8M46)
# Configuration & Set Up
## Create and Update Letter Templates
Letter templates can be configured in **Settings > Letter Templates**. Key fields include:
  - **Name** : Name displayed when selecting a template.
  - **Restrict editing** : Prevents an end user from making changes to a letter template within a patient's chart.
  - **Active** : A template is active my default. Mark the template as inactive by unchecking the box.
  - **Template Type** : Specifies use (e.g., Letter, Message, Intervention). Hold `Command` for Mac or `Ctrl` for Windows to select multiple template types.
    - **Letter** : Generated in the patient chart using the letter note type.
    - **Intervention** : Used in population management campaigns, accessible across all locations when marked as active. Location restriction does not apply to this selection.
    - **Message** : **Message** : Generated in the patient chart using the message note type.
      - **Message Delivery Priority** :
        - If both phone and email are verified for the patient, messages will be sent to the **phone** only.
        - Messages will be sent to the **email** only if the phone is not verified.
  - **Location** : Assign templates to specific practice locations. If no location is specified it will be available in all locations.
  - **Header** : Customizable sections for template branding. Adding custom header content will override the default letterhead (including practice address). If no content is included, the current default letterhead will be utilized.
**Note:** Any content in the header field—including blank lines, spaces, or other whitespace—will override the default letterhead. Ensure the header field is completely empty if you want to use the default letterhead.
  - **Content** : Main body of the letter with placeholder options for personalization.
  - **Footer** : Footer content has a 5 line limit. If no content is included the current default footer will be utilized.
  - **Language** : Template language (e.g., English, Spanish).
  - **Name** : Name displayed when selecting a template.
  - **Restrict editing** : Prevents an end user from making changes to a letter template within a patient's chart.
  - **Active** : A template is active my default. Mark the template as inactive by unchecking the box.
  - **Template Type** : Specifies use (e.g., Letter, Message, Intervention). Hold `Command` for Mac or `Ctrl` for Windows to select multiple template types.
    - **Letter** : Generated in the patient chart using the letter note type.
    - **Intervention** : Used in population management campaigns, accessible across all locations when marked as active. Location restriction does not apply to this selection.
    - **Message** : **Message** : Generated in the patient chart using the message note type.
      - **Message Delivery Priority** :
        - If both phone and email are verified for the patient, messages will be sent to the **phone** only.
        - Messages will be sent to the **email** only if the phone is not verified.
  - **Location** : Assign templates to specific practice locations. If no location is specified it will be available in all locations.
  - **Header** : Customizable sections for template branding. Adding custom header content will override the default letterhead (including practice address). If no content is included, the current default letterhead will be utilized.
**Note:** Any content in the header field—including blank lines, spaces, or other whitespace—will override the default letterhead. Ensure the header field is completely empty if you want to use the default letterhead.
  - **Content** : Main body of the letter with placeholder options for personalization.
  - **Footer** : Footer content has a 5 line limit. If no content is included the current default footer will be utilized.
  - **Language** : Template language (e.g., English, Spanish).
### Customize the Header and Content fields with HTML
Further customization of header and content fields is available through our embedded HTML editor. Messages are saved in the database in HTML format. Customers using the Communication Search endpoint for their own patient applications should account for this by embedding the HTML directly or extracting the text.
Right-click the header or content field boxes to leverage the **< > Source code** option to make edits to the template's HTML code.
Within the editor the following capabilities are available:
  - Customize text features such as style, font, typographical emphasis, size, and alignment.
  - Create numbered and bulleted lists.
  - Add images.
  - Create tables and edit table properties.
  - Add placeholders
  - Add special characters or horizontal lines
  - Upload images
If a 404 error is encountered when trying to access the image folders, please [**contact Canvas Support**](https://portal.usepylon.com/canvas-medical/forms/standard) to ensure the correct permissions are assigned.
### Organization Images
Images used for letter templates must be JPEGs or PNGs under 5 MB. Admins can upload images directly through the letter template or the **Organization Images** setting.
**Steps to upload images:**
  - **From Letter Templates** : Use the image uploader icon. Images will be added to the Uncategorized folder automatically.
  - **From Organization Images Setting** : Create folders, reload different versions, and inactivate existing photos as needed.
Ensure the image has the correct name before uploading to make it easier to locate for reuse.
  - To resize an image, click and drag a corner or right-click on the image and select **Image...** to edit the width and height.
### Placeholders Available
Placeholders allow for dynamic content generation in templates. Be sure to use double curly brackets for placeholders, such as `{{PLACEHOLDER}}`. The formatted list is found under **Settings** > **Letter Templates** , but available placeholders include:
  - **Global** : Practice name, address, phone, fax, current date/time, etc.
  - **Patient** : Full name, preferred name, first name, last name, middle name, address, phone, email, date of birth, ssn, coverages, balance, etc.
  - **Provider** : Credentialed name, licenses, signature, NPI number, DEA license, etc.
  - **Staff** : Credentialed name, full name, last name, first name with last initial
  - **Parent/Guardian:** Full name, phone
  - **Next Appointment:** Reason for visit, meeting link, note type, appointment date/time, etc
### Provider Signature File Format Requirements
#### Technical Requirements
Provider signatures must be saved in PNG or JPG format in the staff profile to display correctly in letter templates. PDF format signatures will not populate in letters.
#### Troubleshooting Signature Display Issues
**Issue:** Provider signature placeholder appears but signature doesn't display in generated letters.
**Solution:**
  1. Verify the signature file format in the provider's staff profile.
  2. If the signature is in PDF format, convert it to PNG or JPG.
  3. Re‑upload the signature in the correct format.
  4. Test the letter template to confirm the signature now displays.
**Prevention:** Always save provider signatures as PNG or JPG files when initially uploading to staff profiles to ensure compatibility with letter templates.
# FAQ & Troubleshooting
**Q: How can I resolve missing placeholders in a letter template?**
A: Add the missing details and reload the template by refreshing and re-selecting the desired template.
**Q: Will I receive a notification for fax status?**
A: Fax status is captured in the note header.
**Q: What happens if the header or footer fields are left blank?**
A: The default header or footer will be used.
**Q: Are headers and footers included in messages?**
A: No, headers and footers are not associated with messages.
**Q: Where do provider signatures appear?**
A: Provider signatures only show in letters and not in messages or intervention templates.
**Keywords & Metadata**
  - **Keywords** : letter templates, letters, attachments, placeholders, preview letters, print letters, fax letters, Sfax integration, message delivery priority, HTML customization
  - **Metadata** : Communication, Configuration, Workflow Optimization, Troubleshooting
----- END PAGE https://help.canvasmedical.com/articles/8181146406-letters


----- BEGIN PAGE https://help.canvasmedical.com/articles/8191726034-managing-service-area-zip-codes-for-practice-locations
## Introduction
Service area zip codes allow you to filter which providers appear in your referral directory based on geographic location. This feature helps practices manage their referral networks by controlling which providers are visible to users based on specific zip code regions.
## **User's Guide**
The service area zip codes setting determines which providers appear in your referral directory. When zip codes are configured, only providers in those specific areas will be visible. If no zip codes are set (empty brackets), all providers in the directory will be visible regardless of location.
## Configuration & Set Up
To configure service area zip codes:
  1. Navigate to Settings > Practice Locations
  2. Select the practice location you want to configure
  3. Locate the `serviceAreaZipCodes` setting
  4. Enter zip codes in the **Value** field with the following format: `["11111", "22222", "33333"]`
To remove zip code filtering:
  1. Navigate to the same setting
  2. Enter empty brackets in the **Value** field: `[]`
  3. Save your changes
  4. Users may need to refresh their browser to see the updated directory
## FAQ & Troubleshooting
**Q: Why aren't certain providers appearing in my referral directory?**
**A:** If providers aren't appearing, check if their zip code is included in your service area zip codes list. If you need all providers to be visible, remove zip code filtering by setting the value to empty brackets [].
**Q: How do I add or remove individual zip codes?**
**A:** To add zip codes, include them in the brackets separated by commas. To remove a zip code, delete it from the list, including its comma and any extra spaces.
## **Related Resources**
• Practice Location Settings Documentation
• Referral Directory Management Guide
**Keywords & Metadata**
• **Keywords:** service area, zip codes, referral directory, practice locations, provider filtering
• **Categories:** Practice Settings, Referral Management, Configuration
----- END PAGE https://help.canvasmedical.com/articles/8191726034-managing-service-area-zip-codes-for-practice-locations


----- BEGIN PAGE https://help.canvasmedical.com/articles/8258338559-contact-categories
## **Introduction**
Contact Categories provide the ability to create custom contact tags for patient profiles. These tags help organize and categorize patient contacts, making it easier to identify different types of relationships such as emergency contacts, family members, or authorized individuals for various purposes.
Canvas includes three default contact categories
  - Power of Attorney
  - Emergency Contact
  - Authorized for Release of Information
## **User's Guide**
Contact Categories appear as dropdown options in the contact section of patient profiles, allowing you to classify each contact according to their relationship or role.
### Using Contact Categories
When adding or editing a contact in a patient's profile:
  - Navigate to the contact section of the patient profile
  - Select the appropriate category from the dropdown menu in the categories field
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749928856609-screenshot-AA%252833F%252906142025000054%25402x.jpg?Expires=253370764800&Signature=lOp-PNQTx15ISdipiirLgLMbuzWJ74RwAMuTMkZ1FTkZ7F47w8zV4sA6n3mz9fIYDZmi3OWS1TDUG8GFWlsxLcuUgz1COBB6~x23MM0DscKzLrdd3Tl26DOKIOijICVhdjAiTypBffRloPNc~FD8flT8JFX6b32C82aGRCQkbOLiiQP7R3QR0K6syfSaEVCL7ddadL4vRIXpJCrvbAnbEmkqeydJORpVkplwjyHMOMUxrlyNGmnhPM5i~G8nMqPWn~3v5zk49UTT~B7ADtkxUQ2lLZ5Ccqkqn5YWqKnuZShR42AnyeTO29Duy9Rw7iyyDhgSUAcN1lawDtawhuz3aw__&Key-Pair-Id=K3NV4LZ47N8M46)
## **Configuration & Set Up**
### Adding Contact Categories
  1. Navigate to **Practice: Contact Categories**
  2. Click `ADD CONTACT CATEGORY +` in the top right corner
  3. Complete the following form:
     - **Name:** This will be the displayed form in the dropdown of the categories field in the contact section of the patient profile
     - **Code:** This should be a unique code developers use to represent the contact category value
     - **Protected:** When enabled, this contact category cannot be deleted
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749928913282-screenshot-AddcontactcategoryAdmin06142025000056%25402x.jpg?Expires=253370764800&Signature=isE-lmJ3S4SvbIWnVPQnbBHfaLMx40dV87BTA2CHm1WccNVPE3LV0Yapc92S7s5zbwJacXa2B~XGLe~FuH7zpmtH3K2hddfU-icivBayMHxPQJonkVtGICcArrs6-GJxYL48laNcCH9HNbQoEmw-9avOitZfXSbygJuXQoBpMqepqAphl0vp4JXiEFe4eHFUNFmxqsz475u-mAslyJhYi7b-kb5g1MN3eYyt23ec8IlOwdCUcjz5a20H-qQ2RaQ~3fTP8z1Rn6mM5j82DSY5iXgznS0V~CYc60iNCJZzxg4ta4mRZuDeqagDSiVlr5IoZ8aU99Dq8JPeUSeAHqvbRw__&Key-Pair-Id=K3NV4LZ47N8M46)
### Updating & Deleting Contact Categories
**To edit a contact category:**
  - Click into an existing contact category
  - Make the changes needed
  - Save your updates
**To delete a contact category:**
  1. In the list of contact categories, use the checkbox to mark any categories that need to be removed
  2. Select the **Delete selected contact categories** action
  3. Click **Go**
## **FAQ & Troubleshooting**
**Q: Why can't I delete certain contact categories?**
**A:** Power of Attorney, Emergency Contact, and Authorized for Release of Information are default contact categories that are protected and cannot be removed. Additionally, any custom contact categories that have been marked as protected also cannot be deleted.
**Q: What happens if I delete a contact category that's already in use?**
**A:** If a contact category is deleted, the user is presented with all of the patient contact points that will be removed along with it.
## **Related Resources**
  - [Patient Demographics ](/articles/8802451810)
* * *
**Keywords:** contact categories, patient contacts, practice settings, contact tags, emergency contacts, power of attorney
**Categories:** Practice Management, Patient Information, Configuration
----- END PAGE https://help.canvasmedical.com/articles/8258338559-contact-categories


----- BEGIN PAGE https://help.canvasmedical.com/articles/8260430747-processing-claims-in-canvas-for-candid
Canvas and Candid support a streamlined API integration for claim and payment sharing. This article covers what the Candid integration includes, how to prepare and submit claims, how Canvas updates claims after Candid adjudicates them, how patient payments are shared, and how to monitor Candid activity in Canvas.
## Before Candid is Enabled
Make sure the following are in place **before** claim processing to Candid is enabled:
  - All organization, practice location, and provider addresses use a 9-digit zip+4 format — for example, **12345-6789**
  - Each practice location has a Tax ID and billing address configured, or **Bill Through Organization** is enabled with a Tax ID at the organization level
  - Hold any claims you plan on processing through Candid in the **Coding** revenue queue
## What's Included in This Integration
The Candid integration focuses on claim submission, claim status updates, adjudication updates, and payment sharing between Canvas and Candid.
  - **Real-time claim submission:** When a claim is moved to the Submission Queue, Canvas automatically sends it to Candid via API 60 seconds after the move. The 60-second delay gives users time to undo the action if it was accidental.
  - **Automatic queue movement:** Canvas moves the claim to the appropriate queue based on whether the submission was successful, requires changes, or has been adjudicated.
  - **Claim status updates:** Once Candid receives a claim, users can monitor its status directly in Canvas without needing to log into Candid.
  - **Adjudication sync:** Canvas retrieves insurance payment data from Candid and updates the claim to reflect its finalized state.
  - **Patient payment reporting:** When a patient payment is collected in Canvas, that information is sent to Candid via API.
  - **Patient payment sync:** Payments recorded in Candid can be pulled back into Canvas during sync.
## Moving Claims to the Submission Queue
### Moving an individual claim
  1. Navigate to the claim.
  2. In the upper right of the claim heading, locate the claim's current queue.
  3. Click the queue name to open the dropdown of all revenue queues.
  4. Select **Submission Queue** to complete the transfer.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1772648495319-image.png?Expires=253370764800&Signature=MtZ6lzk5vHVGscOec64eooFWwOOTvaBjZi5mvr3B0gNPKpTiXGYI3uskILy6B2J~pM7vhU7rxWBpnp3Pp9AfIIY5mBqvfePeHouGz2HxZFXc1E7ar2lGh0XYxYu6~eO3ErHeKPFlEgxhjIahIu87S1M76c9g1Rtcms3OaUoU9nRZxEzcagpGHTRAjof7ZiRVIIpXWW3MLuTXEa0rIBVRHpTjCGlKXdVwJFGzjAHE7aB~l12zWWV3BxUxMYdi2xG0aAXEA3Q~0Kj4LxAhlElgoVMDqy-1Wx1cLnoN5SoQKV3pdU2z3Yvj5JhHUsCHDjI2e62XEpaPs57AT1oSFGKf5g__&Key-Pair-Id=K3NV4LZ47N8M46)
### Batch moving claims
  1. Navigate to the **Coding Queue** in the Revenue view.
  2. Apply any necessary filters to target specific claims — for example, claims for a specific provider.
  3. In the upper right, click **Batch Actions** to open the dropdown.
  4. Click **Move claims to queue**.
  5. Select **Submission Queue** — the claims will transfer immediately.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1772648368057-image.png?Expires=253370764800&Signature=e1wsmDZB2tBVrVNVdqoJ8EhL8m5DLoAHgRRIdtY8msnGUprUG~sUmjeJ~hAQX98mk7oh4OAZzhLACCHuf1OXG2Wo72jqchgirq1okQ9rfco0bC1XW~KbmvQ-m~6Df-thMkz2zKNmOzMtLangkx1KiERuzAOQFa6u3D1Y1aoiMNzuEUBBaGKRizopz3FydlbL03ywYATsja-tfL6umGA9Ce19jd3tw7FEqpd9~t1oqAaFYPYi25Smvbct6aO-Gao-X1EUlQt-V1e7StbNqfm8dpHUUvQFhAKmWPDJmsd7osOcHnCG2g4Mw9vvDxfY7rXXtmwdFUQ3~nIUGpxwwZTwbg__&Key-Pair-Id=K3NV4LZ47N8M46)
> **Accidentally moved a claim?** You have 60 seconds to undo it. An option to revert the move will appear immediately after moving a claim or batch of claims. Once that window closes, the claim will need to be worked from whichever queue it landed in.
## What Happens After a Claim Reaches the Submission Queue
60 seconds after a claim lands in the Submission Queue, Canvas sends it to Candid via API.
  - **On success:** The claim moves to the filed queue, a comment is added to the claim activity, and a Candid status banner appears.
  - **On failure:** The claim moves back to the coding review workflow with an error comment explaining what went wrong. Make the necessary changes and move the claim back to the Submission Queue when ready.
The goal is for your Submission Queue to be at zero at the end of every day — giving your team a clear picture of what Candid is working on and what still needs attention.
### Claims with 13+ diagnosis codes
CMS-1500 forms limit claims to 12 diagnosis codes per encounter. If your claim has more than 12 diagnosis codes, the integration can split it into multiple Candid encounters. You'll see a comment noting that the claim was submitted across multiple encounters. No action is required.
### Making changes to a filed claim
If changes are needed after a claim has been filed, make them directly with Candid when possible. You can still update the claim in Canvas to keep your records aligned.
If a filed claim is returned to the Submission Queue after adjustments and Candid already has the claim on file, Candid may return a `422 EncounterExternalIdUniquenessError`. This happens because Candid cannot accept a duplicate submission for an encounter it already has on file.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1772649888884-image.png?Expires=253370764800&Signature=hqzPOcjP2mUp6jDXme8KGp7eClO2FO3YT~tJZOo~gsFHGQEeew-RQSwPTJ4iQtFk3LQDyV~gIJHYbgGL-5o1q5dazLAaOEBk3ZvvSkPeZDAC71R~xGlTavthWZQ-f~sdVihwKTQjLsfoald5kQlHhqd690nPe6doW0D8B2yJZoF75vzIf638CuokIAPza1K-Mxb5ypB8mT0vJs-c5VC-wVoM4wpY2BmwVYuel0eSyDcIGClzyC9RUbtHd0tPkynnh3b4L5efIcZ7WyrENd~p7~wO5OTpmahvHvtcmzvNmK5Kf36iaPUkngjfBMGS--O~NNp6FKIEf1gUT70cG-bbsQ__&Key-Pair-Id=K3NV4LZ47N8M46)
## Adjudication Sync
Canvas checks for new insurance payment data from Candid on a nightly schedule. When new ERA (Electronic Remittance Advice) data is found:
  - Insurance payments are posted to the claim with the appropriate CARC codes.
  - If the remaining balance is the patient's responsibility, it transfers to the patient.
  - The claim moves to the appropriate queue based on remaining balances.
  - The Candid status banner updates with the latest synced status.
Denied claims show a warning status so your team can identify claims that need attention.
## Patient Payments
Canvas supports both general payments and copayment collection through the Payment Collection workflow. When a payment is collected in Canvas, that information is automatically sent to Candid via API.
> **Collecting copayments for Candid?** Wait until the claim has successfully landed in the Filed Queue before collecting. Collecting a copayment before that point may prevent it from linking to the correct Candid encounter.
General payments don't carry the same timing requirement, but following the same order is good practice. For step-by-step payment collection instructions, see [Collect Patient Payments](https://canvas-medical.help.usepylon.com/articles/4431910086-collect-patient-payments).
Payments recorded directly in Candid are also pulled back into Canvas during sync. Duplicate prevention is built in to avoid double-posted payments.
If a patient payment fails to report to Candid, Canvas creates a task labeled **Candid Integration** with error details so your team can follow up.
## Candid Activity Panel
When viewing a claim, open the **Candid Activity** app from the app drawer. It shows:
  - **Status bar:** The current Candid status at the top
  - **Activity timeline:** A chronological list of Candid activity, including submissions, ERA syncs, patient payments reported, and sync history
  - **Summary:** Pill badges showing totals for ERAs synced and patient payments
  - **Sync Now:** A button to trigger an immediate sync for this claim without waiting for the nightly schedule
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1783008667052-image.png?Expires=253370764800&Signature=evWnOkSe7Dh5X2BFtk-8bGVmHzQuX52cVNl2GnZjshUHDsI00AoXcPiuEmSLOXU~qFRFKNgJTR-3AMOkV5QlJf1C4F9p2oEI8Jk0Ojit8Vkfi-6P49Rq-5C0Wqj6d~n98E8PKjkNPdhZoQyAeTAxbgs6mKYisBEHes5wxtYiTc46Zc~5PKfszJxoqJboktTZKPO9Rwcj33hDRXsLN3-wW6O3nsE4j0SuLvZfie9DPUf7tpAeKkv9x9A-OiOhEUduKznAGt6l1pOJeVUYldJQQWS~lMH0saBiJq7q0M4uQ0C3tcV6L4lCpwSkeplDnaU-5hUmRUmfdAYkU1fS2WiCtA__&Key-Pair-Id=K3NV4LZ47N8M46)
## Candid Claims Dashboard
The **Candid Dashboard** is accessible from the Canvas provider menu. It gives you an overview of all claims submitted to Candid with:
  - Patient name, Candid status, Canvas queue, submission date, and last sync date
  - Color-coded status pills for paid, in-progress, denied, error, and pending claims
  - Filtering by errors or denials, Candid status, Canvas queue, or patient name
  - Sorting by most recent activity, submission date, last sync, status, or queue
  - Direct navigation to a claim by clicking any row
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1783007607607-image.png?Expires=253370764800&Signature=DEan53XzlrsWKuweAUljyaH7~wVub1ss8-jExmhIJc41WVyAKDIjzORvdnK7Ii0P8VsqYY2W87bmX-I86gAA75cktbBqoDcb2pSs1vJMkBTUdR8GhjONDGyzNcQdsSZAn7Nma-TJ75e3EtsGTgPbvi9~VGZEVOBJYViAvIOw4I7ZMMDBwgJcz0Wvnji9xOXKiFjV~3tFWcl-tLOCc0mRb8MxETKwndBuKvu~bgiYlVmJIfgFsd-DnP~InRe8pYeAV8ewBSMh7VCOcWlUiVQ~LTu4QQa8p7PuICdoVc5ylrFq-rJSLQUQPxiGsF0GmLX7a~DQJ83RqlgH8Di05SNYvQ__&Key-Pair-Id=K3NV4LZ47N8M46)
## Queue Routing Reference
Trigger| Destination Queue  
---|---  
Successful submission| Filed  
Failed submission| Coding  
ERA received, insurance balance remaining| Adjudicated  
ERA received, only patient balance remaining| Patient  
## Troubleshooting
Problem| What to Do  
---|---  
Claim stuck in Filed Awaiting Response with no adjudication data| Open the Candid Activity panel and click **Sync Now** to check for updates.  
Submission failed| Check the claim activity for the error message. Common causes include missing patient demographics, provider data, or address details. Fix the issue and move the claim back to the Submission Queue.  
Patient payment not reported to Candid| Look for a task labeled **Candid Integration**. It will contain the error details.  
Need to change a filed claim| Make the changes directly with Candid when possible. Update the claim in Canvas to keep records aligned, but avoid duplicate submission if Candid already has the claim on file.  
If you encounter an issue not listed here, contact Canvas Support for assistance.
## Frequently Asked Questions
**Q: Does incident-to billing work with Candid?**
A: Yes. When a claim is billed incident-to, the supervising provider is sent to Candid as the rendering provider on the encounter. Set the supervising provider and turn on the **Incident-to** toggle in the claim's provider details before submitting. See [Claim Management](https://canvas-medical.help.usepylon.com/articles/9992348572-claim-management) for details.
**Q: Does the Candid integration change how I create appointments or document notes?**
A: No. The Candid integration has no effect on appointment creation, note creation, or locking a note. Your clinical workflows are unchanged — this integration only applies after a claim moves to the Submission Queue.
**Q: How is this different from the previous Candid process?**
A: Previously, Canvas sent a nightly CSV file to Candid once every 24 hours. This integration replaces that process with an API connection for faster claim filing, status updates in Canvas, and payment sharing.
**Q: Why does the Submission Queue need to be at zero at the end of the day?**
A: The Submission Queue is a transit point, not a holding area. A claim sitting there means Candid hasn't confirmed it one way or the other. Keeping it at zero gives you a clear signal about where every claim stands.
**Q: What zip code format is required for Candid submissions?**
A: All addresses for your organization, practice locations, and providers must use a 9-digit zip+4 format — for example, **12345-6789**. Claims with standard 5-digit zip codes may fail to submit to Candid.
**Q: Can I move claims individually and in bulk?**
A: Yes. Individual claims can be moved from within the claim view, and multiple claims can be batch moved from the Revenue view in the Coding Queue.
**Q: What should I do if I moved a claim to the Submission Queue by mistake?**
A: You have 60 seconds to revert the move. Look for the undo option immediately after moving the claim. Once that window closes, address the claim from the queue it landed in.
**Q: Should I resolve check notifications before moving a claim?**
A: Yes, whenever possible. Resolving them before submission reduces the chance of a claim being returned to the Coding Queue. If you can't resolve a notification, you can still move the claim — just monitor the outcome closely.
**Q: How do I know if a claim submitted to Candid successfully?**
A: After the 60-second delay, Canvas sends the claim to Candid and the claim will automatically move to either the filed workflow on success or back to coding review on error. If it returns to coding review, check the claim activity for Candid's comments on what needs to be corrected.
**Q: What is a 422 EncounterExternalIdUniquenessError and why am I seeing it?**
A: This error can appear when a claim that was already filed with Candid gets sent back through the Submission Queue after adjustments. Since Candid already has the claim on file, resubmitting it may cause a conflict. If changes are needed after a claim has been filed, make them directly with Candid when possible and update the claim in Canvas to keep your records aligned.
**Q: When does Canvas update a claim with Candid's data?**
A: Canvas checks for new Candid data on a nightly schedule and updates the claim when adjudication or payment information is available. You can also use **Sync Now** from the Candid Activity panel to check for updates on a claim.
**Q: Can I collect a copayment before the claim reaches the Filed Queue?**
A: It's not recommended if you want the copayment linked to the correct Candid encounter. Wait until the claim has successfully landed in the Filed Queue before collecting copayments.
**Q: Does the timing recommendation apply to general payments too?**
A: The requirement is specific to copayments that need to link to a Candid encounter. General payments don't carry the same dependency, though following the same order is good practice.
## Related Articles
  - [Revenue Queues](https://canvas-medical.help.usepylon.com/articles/3240845520-queues)
  - [Claim Management](https://canvas-medical.help.usepylon.com/articles/9992348572-claim-management)
  - [Collect Patient Payments](https://canvas-medical.help.usepylon.com/articles/4431910086-collect-patient-payments)
* * *
**Keywords:** Candid claim processing, Submission Queue, Canvas billing workflow, Candid API integration, filed queue, claim queue movement, copayment timing, zip+4, Candid Activity, Candid Dashboard
**Categories:** Revenue Cycle Management, Claims Management, Candid Integration
**Roles:** Billing Staff, Practice Managers, Revenue Cycle Teams
----- END PAGE https://help.canvasmedical.com/articles/8260430747-processing-claims-in-canvas-for-candid


----- BEGIN PAGE https://help.canvasmedical.com/articles/8319995182-patient-groups
Canvas supports the ability to define patient groups. These groups can be used for a variety of purposes,**most importantly permissions**. In the context of permissions, users can be given access to a patient group, which gives them access to all patients in that patient group. This article describes how to manage patient groups.
## Adding patient groups
If you do not have access to patient groups in your settings, you may need your administrator or Canvas to provide access. Of note, access to this part of admin is granted with the "Staff permissions" auth group
To add a new patient group, click . Enter a name for the group If you want to use the patient group for permissions, check the checkbox which reads "Use for permissions" What this checkbox does is to automatically create an auth group that represents access to the patient group. If that auth group is provided to a user, they will have access to all patients in the patient group. Select save
## Updating patient groups
To edit a patient group, click into an existing patient and make changes as needed. From here you can update the name and change whether the group is used for permissions.
### Adding patients (manually)
You can manually add and remove patients from a patient group through the patient group membership admin page by clicking `members`. Click and then search for the patient group and patient. Start and end dates are optional and can be leveraged to define a limited timeframe that a patient should belong to a certain group. Click locked if you want to prevent automated membership rules (see below) to be ignored, keeping the patient in the group despite not falling in the logic used to create it.
### Removing patients (manually)
You can remove patients from a group by changing the expiration date to today/now.
## Using logic to manage patient group membership
As patient groups get larger, managing them manually may not be feasible. In these cases, we recommend using the Canvas Workflow Kit. See [here](https://docs.canvasmedical.com/api/group/) for our technical documentation.
You can build a protocol that defines rules that determine whether someone is a part of a group. You can leverage any data points that are available to the workflow kit, such as patient demographics (i.e what state they live in), whether a consent is on file, or care team members (patient's PCP is Dr. Smith)
Although the logic may account for the majority of cases, you may still need to override membership. You can do so in the following ways.
  - **Adding members to protocol managed groups:** If a patient is not included in the group based on your logic, but you want to add them to it manually, you can add the patient group member, making sure to select locked. This will prevent the protocol from removing that patient from the group.
  - **Excluding members from protocol managed groups:** Navigate to Patient group member exclusions in your admin settings and click . Search for the patient you want to exclude and provide a reason. Doing so will lock the patient out of the patient group. If they have an active patient group membership, it will automatically be expired. The workflow kit will not be able to reactivate the membership. You can delete this exclusion at any time by using the action dropdown on the admin page.
----- END PAGE https://help.canvasmedical.com/articles/8319995182-patient-groups


----- BEGIN PAGE https://help.canvasmedical.com/articles/8339414277-command-referrals
The Refer command is available to document and send a referral. An outbound referral is a request for transfer of care or request to provide assessment, treatment or clinical advice on the care of a patient.
## Create a refer command
  - Begin this process in an open note in the desired patient's chart 
  - Type "_refer_ " into a blank line within the note
  - Select the command by hitting**Enter** on the keyboard
  - Type the desired specialty or specialist into the **Refer To** field
  - Navigate through the remaining fields by selecting**Tab** between each field  
    - **Indications:** the diagnosis related to referral
    - **Clinical Question:** This field gives you four options:
      - Cognitive Assistance
      - Assistance with Ongoing Management
      - Specialized Intervention
      - Diagnostic Uncertainty
    - **Priority:** select priority (this will also determine the priority of the task if the command is delegated):
      - Routine
      - Urgent
      - STAT
    - **Notes to Specialist:** any free text to give specific notes to the specialist
    - **Include Visit Note:** toggle to include the current visit note
    - **Internal Comment:** any free text for notes within the office
    - **Documents Include** provides the ability to select multiple documents to include with the referral packet.
### Commit the Referral command
**NOTE:** _A team with the responsibility to_** _coordinate referrals for a patient_** _must be created in_[ _teams_](/hc/en-us/articles/360057499933) _to be able to delegate the referral command._
  - Click **DELEGATE** or **REFER** after the command is completed. Access the **REFER** option by selecting the drop-down arrow next to **DELEGATE**. 
    - **DELEGATE** : creates a task for the care coordination team to complete any additional steps for the referral. Once selected a yellow **PENDING** message will display along with a blue **REFER** button. The yellow pending message refers to the task pending NOT the referral. Referral staff will then return to the patient chart to click Refer.
or
  - **REFER:** commits the command, skips delegating to your care coordination team, and marks the referral as **COMPLETE.** This also adds the referral to the Outstanding Referrals queue where it will live until a specialist consult report is received. 
### Steps for the Care Coordinating Team to complete the delegated command
  - Click on the task icon located in the top right of the Schedule View to see all tasks assigned to your team
  - Locate the referral task assigned 
  - Assign task to yourself or whoever will be completing the task if not already assigned
  - Read comments and complete any request related to this referral to complete the task
  - Click on the **#Patient'sName** to open the chart 
  - Find the command which should have the PENDING message and REFER button visible 
  - Make changes to the command if needed
  - Select REFER and only the PENDING message will be visible
  - Click on the task icon located in the top right 
  - Locate the task related to the referral
  - Select Done to complete the task and a message confirming completion of the task will appear along with the option to Undo
  - Refresh the chart and the referral order will now be COMPLETED
### Sending the Referral 
  - Select Refer after completing the Refer command
  - Click on the triple dot menu to the right of the command which will give you the following options:
    - Select Print for the patient: if printing the referral for the patient and a preview window appears from which you can print.
OR
    - Select Print for Specialist: if printing the referral for a Specialist and a preview window appears from which you can print
OR
    - Select Fax if you need to fax the referral to a specialist/facility and a new modal appears requesting confirmation
** _NOTE:_**_When you select fax, it gives you about a_** _seven_** __**_second_** _warning before the fax is sent to the specialist. You can choose to forgo the wait time and just send the fax or cancel the action for any reason._
## FAQ:
**Q:** I made a mistake, how do I remove this command?
**A:** Commands can be entered in error, but not deleted. Please review the Entering a Command in Error document for directions. 
**Q:** What documents can I include in a referral under the **Documents to Include**?
**A:** You can include any type of note, phone calls, labs, imaging, and other uncategorized documents.
**Q:** Does committing the referral command using DELEGATE or REFER send the referral**?**
**A:** No, the referral must still be faxed to the specialist, printed for the specialist, or printed for the patient to take with them.
**Q:** Why does the referral command reset when I select DELEGATE**?**
**A:** A team with the responsibility to **coordinate referrals for a patient** must be created in Teams for the referral command to Delegate and for the commitment of this command to save. Additionally, only one team can have this responsibility. 
# Resources
### [Video: Refer Command](https://www.loom.com/share/aac3fb153ee749ca94555b4c931c1be2?sid=908136fe-137d-45a5-8694-f6699e0db617)
----- END PAGE https://help.canvasmedical.com/articles/8339414277-command-referrals


----- BEGIN PAGE https://help.canvasmedical.com/articles/8460447495-task-management
Task management in Canvas Medical is essential for ensuring all patient care and administrative duties are executed efficiently. This article covers how to create, manage, assign, and organize tasks within Canvas while maintaining clear accountability and streamlined workflows.
# User's Guide
Task management provides flexible options for creating, organizing, and tracking work across your practice. Here's what you need to know to effectively use this feature.
## Creating Tasks in Patient Charts
Tasks created within patient charts are automatically linked to that specific patient's record, making them ideal for patient-specific follow-ups and care coordination.
To create a task in a patient chart:
  - Add the **Task** command to a new or existing note
  - Complete task command fields
    - **Task** : Enter the details of the task, specifying what needs to be done
    - **Assign to** : Choose who will be responsible for the task - can be a specific team, individual, or care team 
    - **Due Date** : Select the date by which the task should be completed to ensure timely action
    - **Comment** : Add any additional notes or instructions relevant to the task - these comments will be visible in the task list and task card within the patient chart
    - **Priority:** Choose an optional desired priority of the Task (Routine, Urgent, Stat)
    - **Label** : Apply any relevant labels to categorize the task, aiding in organization and prioritization
    - **Linked Items** : Attach components of the patient's chart to the task for reference
  - Click **RECORD** to finalize the task
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1780523954812-Screenshot2026-06-03at5.59.11PM.png?Expires=253370764800&Signature=hCi0t2oKq3XRgDsqYY0X1MCZrtmP2ILyiQg~TGWBVaN33x2FA73EzC4eBk6OhvbSTX9ZgP7gfkxiaEEixhsYjWy1y07O9ndgWqFjB47mD6mnQsys0qDIVm2us7akdL2ImBfweX71w~DvHoFwBIqJQDzM8BlNaxEmxL~7chlaNcEQ~NjFjhQ1ug25qSvMLwoIq1n8l8RavLdKlI6h~TnSh3qlc7yGCoqQI-v6D-gQXIYxJFlqCYLz3ywY2BSAQTDu2r7sXhNo1pivJB9IIWNxogqAhRwNeBaeR6Q4nXd7BQ6E4WxhsPXd6FZpNRbZsns4cl4TZ2RCKxKgH3-SxtwiEg__&Key-Pair-Id=K3NV4LZ47N8M46)
## Creating Tasks from Task List
While in the global task list, users can create a structured task without having to navigate away from the task list.
To create a task from the task list:
  - Select **New Task** in the upper right
  - Complete appropriate fields
    - **Description** : Enter the details of the task, specifying what needs to be done
    - **Assign to** : Choose who will be responsible for the task - can be a specific team, individual, or care team team
    - **Due Date** : Select the date by which the task should be completed to ensure timely action
    - **Priority:** Choose an optional desired priority of the Task (Routine, Urgent, Stat)
    - **Label** : Apply any relevant labels to categorize the task, aiding in organization and prioritization
Internal comments can only be created within the task command. For all other methods, please update comments after the task has been created.
  - Select **Create Task**
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2Fd4916e6d-b6fe-4d20-aae4-5b0fe727829c-1780523766207-Screenshot2026-06-03at5.55.20PM.png-21b58c7f-9932-49bb-a59e-03d9e193872e?Expires=253370764800&Signature=X~aNHhGtskORX3sseqJxz4vLmVKxtGxHQYw9gTHtTRXIlZ4A~A965M4O-duYMVI8I3RNWZ~2jgWFmKdmCV0TFNp0BdtkWK5haj9kx~YapOwYJy7Cqu~N0h5Ve25lAboHU7YZp593IedFmKnC7K~JRW5RLQB1A-34u0Be1V4IlymsakiIGk7pJmeZKEaXzk7MLdvxcz96WeVwSuREy1~w3uyLtyAXu-em2l0ZDle3s1bg-gzPRQpeCziRsPMzKL7THeUzLK3Mw87YBprXlK2EvbVCOHzGsfg0VvdlUoqMOHdMVLSwBVypOaffApSy3bH0Wk9PwksVfutv79x38I1l4A__&Key-Pair-Id=K3NV4LZ47N8M46)
Note: linked items are not available to add to the task at creation, they must be added after the task has been created
## Creating Tasks via Canvas Chat
Canvas Chat provides quick task creation outside of patient charts, perfect for administrative tasks or when working in conversation flows.
To create a task via Canvas Chat:
  - Access Canvas Chat at the bottom right of your screen
  - Type **/task** to bring up the task creation prompt
  - Use the format: `/task [assignee] [what] [when due]`
  - Use **@** for assignees and **#** for patient names when linking to a task
  - Press **Enter** to generate the task
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1750806505507-screenshot-primary06242025000474%25402x.jpg?Expires=253370764800&Signature=L1LD0Eh8lVgb-ji0D8hjzZC4w-G0jz38-viQmWjAU7yd8xC2xol7NWxD50aM12iGFp4BQMsosq4BMpYMA1JnDe7YRppoY8WQWVTntqmGjdYQvISElln5Nwxl6vGIk6VN0QmpGBYHm7yWfA81Yse4lp76vunCx1R~BiwdllvBzpXnUaYv6o9iVNmSMxrXi35ii93ezQWLrXjgCnpGNB7ipdHC-pVdpA-PMzVz0hRIWakFTp7NZy~4DBYoLGJElKPFT37ZnLcqslzJefO5A4a12cjo3UobdobdDNcYUpmN~2opYtEU6mAApy5j7oAZYE9J~6oYGeN7gtRdFj6uXod4Pg__&Key-Pair-Id=K3NV4LZ47N8M46)
Tasks created from the task list or via Canvas chat **_do not_** create a task command in a patient's chart. If associated to a patient they will display only on the task list.
## Managing Tasks in Patient Charts
When working within patient charts, the task panel provides focused task management for that specific patient.
Key features include:
  - Filter tasks by status (open, completed, closed), label, priority (Routine, Urgent, STAT), or due date
  - View and modify assignee, team, due date, comments, priority, and labels directly from task cards
  - Complete tasks using **Done** for completed work or **Closed** for tasks no longer relevant
  - Link additional chart components as needed
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1780524023054-Screenshot2026-06-03at6.00.19PM.png?Expires=253370764800&Signature=J-klORz3OB5wkbC6BNLkENiDTpUn69pjvfrj2w5HjLrfSSiWymF3bE0g8A2yoEQvEy0fe9~IDf83jYcdhgXLw1LHyKeaU4TdZ0lq4WWpISZOWgZT5yu-244z2vzRWlkRyas9fRrLZOY2P79sNPOT-7dZjvGLe-F7dlc6iHrruA1er7MhEJxqsRVtjfgw3ZA00-01OYcCFoXe2McFqXfoYZE7k16j-eAyw-1LqEK3kIoNEaEqh9t4lzyKGgYtO~F0YMRT-3CZRDIlvAqp0~fS1QSDvO~kbS7BwjQwQrE9O7t6an0vXXoupjrPpSjFQtDMH0RQPNRPOmYL-KJws~mk7Q__&Key-Pair-Id=K3NV4LZ47N8M46)
## Using the Task List
The Task List acts as a centralized hub for managing all tasks. You can access it via the panel filters located in the upper-right corner outside the patient chart.
### Task List Columns
  - **Priority:** Displays the task's priority (No priority, Routine, Urgent, STAT)
  - **Task:** Displays the task name and any internal comments.
  - **Patient:** Shows the patient's name and links to their chart. Clicking the name opens the patient chart in the same tab.
  - **Follow-Up Due:** Indicates the task's due date.
  - **Activity:** Shows the date and a preview of the most recent comment. Click the comment count to view all comments or add new ones.
  - **Created:** Indicates when and by whom the task was created.
  - **Assignee:** Lists the individual assigned to the task.
  - **Team:** Shows the team assigned to the task.
  - **Linked Items:** Provides references and links to associated items. Hover over an item tile for more details or to open it in a new tab.
  - **Labels:** Displays labels associated with the task.
### Task Sorting Capabilities
  - Click column headers for ascending/descending order
  - Sort by routine, task, patient, due date, activity, creation date, assignee, or team
  - Use filters for label-based organization. Sorting is unavailable for labels
### Task Filtering
Effective task management relies on smart filtering and organization strategies. Filtering options include:
  - **Assignee** : Individual user or team assigned to tasks. One or multiple assignees can be selected from the dropdown.
    - **Me** : Tasks assigned only to you, the current user. 
    - **Me or my team unassigned** : This is the default filter. Shows tasks assigned to you individually or tasks assigned to your teams without an individual assignee
    - **Me or my teams** : Shows all tasks assigned to you personally or assigned to any of your team members, even if they are individually assigned to someone else.
    - **Other staff** : Tasks assigned to users that are not you or a member of your team(s).
    - **Unassigned** : Lists all tasks that do not have an individual user and/or team assigned to them.
    - **Specific team** : Allows you to filter tasks assigned specifically to a selected team.
    - **Specific user** : Lets you view tasks assigned to a specific individual.
  - **Status** : Open, completed, closed (multi-select available)
  - **Priority:** None, Routine, Urgent, STAT (multi-select available)
  - **Creator** : Track task origins
  - **Labels** : Categorical organization
  - **Due date ranges** : Including overdue and unscheduled tasks
## Task Assignment and Collaboration
Canvas supports both individual and team-based task management with clear ownership protocols.
Assignment principles:
  - Teams may be assigned for better visibility and improved collaboration.
  - Team members have the ability to manage tasks, add comments, and provide updates.
  - **Only users assigned to a task individually can mark it as done or closed.**
  - **Tasks assigned only to teams (without an individual assignee) cannot be completed until reassigned to a specific team member.**
  - Group tasks must be reassigned to an individual team member before they can be completed.
## Linking Resources and Adding Context to Tasks
Tasks become more valuable when properly linked to relevant resources and enhanced with contextual information.
### Linking Resources to a Task
  - Link up to five chart-specific resources per task
    - Notes
    - Documents
    - Claims
    - Commands
    - Other tasks
  - Hover over **Resources** for additional details
  - Click **Resource** headings to open in new tabs (highlighted with green arrows)
  - Add or remove resources before committing tasks
  - Deleted resources appear as **unknown resource** with explanatory hover text
### Task Commenting and Communication
  - Click underlined text in the **Activity** column to add comments
  - Comments enhance team communication about task progress
  - All comments remain visible in task history
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1750807498914-screenshot-primary06242025000482%25402x.jpg?Expires=253370764800&Signature=ZHQquRlAP91sLLkNGJkSJw-6~-dP9SCiWClS2CwEeYnHoYOv9LTjgdqFiKhmQkF1B8aEiJ8EUMVezdd7i4ceq8O2muk31t3MXyEUHjbn6EzXGinNovFl0BU-B1u7Z5VFTLIRQ-17ZoVaW5kme3xPTun-X-FsFNfEaVoUswmNCb815uywc2Jqxuk5hlD~ulCLCe8NzxnYCURQkJz2oVkFFJgM6R5AyelW21ngpay~UcU4JgmQnVFEegqoYegOS7Lr4sOcJcFFTHvPQwtB28tPoa3nv5wIwKOFJ7ye9oQHYyB5awncgq80ModzBYHRmuewfdFLbntZCVpvdCPt7FiM9Q__&Key-Pair-Id=K3NV4LZ47N8M46)
# Configuration & Set Up
Task management in Canvas requires minimal initial configuration, but proper setup ensures optimal workflow efficiency.
## Basic Task Setup
Initial configuration steps:
  - Verify user permissions for task creation and management
  - Set up [team structures](https://canvas-medical.help.usepylon.com/articles/5123845479-teams) for appropriate task assignment
  - Configure default labels for task categorization
## Label Management
Labels are managed in settings. Users have the option to choose a title and color for labels. For detailed instructions on label management, review this [article](https://canvas-medical.help.usepylon.com/articles/7708474806-task-claim-labels).
## Automated Task Management
Canvas automatically generates tasks based on specific triggers or actions and associates them with [team responsibilities](https://canvas-medical.help.usepylon.com/articles/5123845479-teams#responsibilities-and-actions-5). These tasks include, but are not limited to:
  - **Referral Command Workflow** : Automatically creates a task when a referral command is delegated.
  - **Image and Lab Reviews** : Generate tasks upon signing off these reports.
  - **Administrative Actions** : Tasks can be triggered by actions like population health outreach, creating Chart PDFs, or managing incomplete coverages.
  - **API & SDK**: Canvas developer tools can automate task generation based on custom logic.
# FAQ & Troubleshooting
**Q: How do I make a team-assigned task visible to all team members?**
**A:** Remove any individual assignee from the task. Tasks assigned to both individuals and teams won't appear in other team members' default "Me or my team unassigned" filter.
**Q: Why can't I mark a task as "Done" or "Closed" even though it appears in my task list?**
**A:** **Done** indicates the task was successfully completed. **Closed** means the task is no longer relevant or cannot be completed. Both remove the task from active workflows while preserving historical records.
**Q: Why does a linked resource show as "unknown resource"?**
**A:** This appears when a previously linked resource has been deleted from the patient chart. Hovering over it will confirm the resource has been removed.
**Q: Can I create tasks that aren't linked to specific patients?**
**A:** Yes, tasks created from the task list or via Canvas chat without using the "#" patient linking format are not patient-specific. These tasks only appear in the Task List, not in patient charts.
**Q: What's the difference between the "Me or my teams" and "Me or my team unassigned" filters?**
**A:** **Me or my team unassigned** (the default) shows tasks assigned to you OR tasks assigned to your teams that don't have an individual assignee. **Me or my teams** shows all tasks assigned to you OR to any of your teams, even if assigned to a different individual.
## Related Resources
[📄 Task & Claim Labels](/articles/7708474806)
[📄 Teams](/articles/5123845479)
📄 [Task FHIR API](https://docs.canvasmedical.com/api/task/)
📄 [Task SDK](https://docs.canvasmedical.com/sdk/events/#task-command)
📽 [Task List](https://www.loom.com/share/9d8535ebdfb64b69a3befea278b3c2eb)
📽 [Task Command](https://www.loom.com/share/116848c469fa4818aa087155b9ec8d53)
📽 [Canvas Academy: Tasks](https://www.loom.com/share/361ee7e3bf7d4a7b867299802589a2f0)
**Keywords & Metadata**
**Keywords:** task management, Canvas Medical, patient tasks, workflow automation, task assignment, team collaboration, Canvas Chat, task filtering, healthcare workflow, patient care coordination, administrative tasks, task labels, due dates, task completion
**Categories:** Workflow Management, Patient Care, Team Collaboration, Administrative Tools, Canvas Chat, Task Organization
----- END PAGE https://help.canvasmedical.com/articles/8460447495-task-management


----- BEGIN PAGE https://help.canvasmedical.com/articles/8547508751-administrative-menu-integrated-care-plan
Canvas allows end users the ability to print an integrated care plan from the patient summary. The care plans in Canvas detail the patient's goals, medications, allergies, conditions, and future appointments. It also displays patient details and staff members assigned to the patients care team. 
## FAQ
**Q:** Why can't I select the **Print Integrated Care Plan** option in the triple dot menu?
**A:** Goals must be documented in order to enable the **Print Integrated Care Plan** option.
## Step By Step
### Requirements
  - Care Team and Goals features must be enabled in your Canvas environment. If you are unsure if these features are enabled please contact Canvas Support.
  - Once the **Care Team** feature is enabled, care team roles must also be configured in order to assign staff members to a role. Only members with roles that fall under the clinical domain will display in the team member drop down menu.
  - At least one goal command has to be documented in the patient's chart to successfully use the print integrated care plan option. 
### Information in an Integrated Care Plan
  - Patient Details from Registration page, including:
    - First Middle Last Name
    - DOB
  - Organization Details
    - Name
    - Address
    - Phone
    - Fax
  - Care Team members assigned in the Registration page 
    - Name
    - Role (Care team lead at the top)
  - Goals from from Patient Summary
    - Name
    - Due Date
    - Current Status
    - Progress/Barriers
  - Medications from Patient Summary
    - Name
    - Sig
  - Allergies from Patient Summary
    - Name
    - Severity
    - Reaction
  - Conditions from Patient Summary
    - Name
    - ICD 10 code
  - Upcoming Appointments
    - Appointment requests triggered by follow up command display the follow text:
      - Come back for **_"visit type"_** around **_"date requested"_** for **_"reason for visit"_**
    - Appointments scheduled from appointment notes or schedule display the following information:
      - Provider Name 
      - Appointment Type
      - Reason for visit
  - Patient Signature Section that includes:
    - Field for signature
    - Date
    - Field for printed name (If not signed by patient)
  - Footer Disclaimer that reads
    - If you have any concerns or questions about your visit, please call **_"organization's phone"_**_._
### Print an Integrated Care Plan
  - Navigate to a patient's chart where at least one goal command has been documented 
  - Locate and open the triple dot menu in the patient summary (next to the patient name)
  - Locate and select the Print Integrated Care Plan option
  - Change print settings as needed in the print modal 
  - Select Print 
# Resources
### Video: Integrated Care Plan
----- END PAGE https://help.canvasmedical.com/articles/8547508751-administrative-menu-integrated-care-plan


----- BEGIN PAGE https://help.canvasmedical.com/articles/8580349867-drug-allergy-warning-controls
By default Canvas shows all Drug/Drug Interaction Warnings as well as all Allergy Warnings. However, this setting can be adjusted at the organizational level in settings in accordance with ONC certification. 
## Tips & Tricks
  - Allergy warnings are displayed as red indicators in the Canvas UI.
  - Drug interactions are displayed as orange indicators in the Canvas UI.
  - _If Drug and Allergy Warnings are hidden then the following message with display:_**_Drug interaction(s) may be hidden per severity display settings._**
## Step By Step
  - Begin in the schedule view
  - Locate and select the triple line menu
  - Locate and select Settings
  - Locate and open Config under the Constance setting
  - Locate the **Drug and Allergy Warning Level** section
  - View the **DRUG_INTERACTION_WARNING_LEVEL** and the **ALLERGY_WARNING_LEVEL** under the "Show all Drug/Drug Interaction Warnings" section
    - Setting is set to Show-All by default
  - Use the drop down to change the value for the desired setting
    - **DRUG_INTERACTION_WARNING_LEVEL** value options are the following:
      - Hide All Drug/Drug Interaction Warnings
      - Hide Moderate and Severe Drug/Drug Interaction Warnings
      - Hide Moderate Drug/Drug Interaction Warnings
      - Show All Drug/Drug Interaction Warnings
    - **ALLERGY_WARNING_LEVEL** value options are the following:
      - Hide All Allergy Warnings
      - Hide Moderate and Mild Allergy Warnings
      - Hide Mild Allergies
      - Show All Allergy Warnings
**NOTE** :_The Allergy command allows users to set the severity of allergy as mild, moderate, or severe._
# Resources
### [Video: Drug/Allergy Warning Controls](https://www.loom.com/share/135db87fbf4d4d0eb2a5739c97e4fdd9?sid=0ffd445b-e9e7-4aaa-88c2-713ba006fde2)
----- END PAGE https://help.canvasmedical.com/articles/8580349867-drug-allergy-warning-controls


----- BEGIN PAGE https://help.canvasmedical.com/articles/8630998726-electronic-prescribing-of-controlled-substances-epcs-enrollment
After your practice submits an EPCS enrollment request through the [Provider Enrollment Dashboard](https://help.canvasmedical.com/articles/3654117054-using-the-provider-enrollment-dashboard), you'll receive a DrFirst invite at your work email. You'll need to complete a multi-step enrollment process including identity verification, token setup, and passphrase creation before you can prescribe controlled substances.
### What you'll learn
  - What EPCS enables
  - Prerequisites before enrollment begins
  - How to complete the DrFirst enrollment process
  - What happens after you finish
## What EPCS Enables
Once enrolled, you can electronically prescribe Schedule II-V controlled substances directly to pharmacies.
> **Haven't completed ePrescribing yet?** You'll need an SPI first before EPCS enrollment can begin. Check with your practice administrator on the status.
## DrFirst Enrollment Process
You'll complete all steps below to enroll in EPCS. This includes identity verification, security token setup, and passphrase creation.
### Step 1: Open your DrFirst invite
  1. Open the invite email from [DO-NOT-REPLY-EPCS@drfirst.com](mailto:DO-NOT-REPLY-EPCS@drfirst.com)
  2. Click **Enroll now**
  3. Find the **I have an Invite** section on the DrFirst website
  4. Enter your NPI number and Invite ID from the email
  5. Click **Proceed**
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F9ca3d966-a264-4a28-93fd-ecc0845df0ef-1771312973891-image.png-0ac8937f-c73b-44f1-93b2-85caab766f4a?Expires=253370764800&Signature=KXyDl4K8mw4y2tM68x6RjixOYkaxyxQ~5ERfrcAFgK6X4wBmBnQTvJbgp3DzHoeZYTLHvNOHCqWiowHCDMesokmf596kbIa0kUUFrXlCKksBe2ehwNQoX8Cm5csEm5hHOYBN1mrVSpfC2hDmttRtFTI7MtqZEwcYP8CtnE9ST-nXoFRkiRWOTD63qXJVj6FDNhmoDbVpoLc4DA4NR1gTpe73LK1cmXp-vL0C~kELfWhg2uSrvQLvTVTsvZZCccLa29hqBrag4tyumUirTWkb9avJonn5NzdOC4ec5YHIctlkvLOmzPRVeD2NT8Fdw9FeFvZ4p0wh-m7NzpIm5nvWEQ__&Key-Pair-Id=K3NV4LZ47N8M46)
### Step 2: Download VIP Access app
You'll need the VIP Access app to generate time-based security codes for prescribing controlled substances.
  1. Install VIP Access on your phone
     - **iOS** — [Download from App Store](https://apps.apple.com/us/app/vip-access-for-iphone/id307658513)
     - **Android** — [Download from Google Play](https://play.google.com/store/apps/details?id=com.verisign.mvip.main&hl=en_US&gl=US)
  2. After installing, click **Continue** on the DrFirst website
### Step 3: Evidence collection
Experian uses this information to confirm your identity. Passing identity proofing depends on an exact match between what you enter and what's in your credit report.
> **Before you begin** — Check your credit report at [annualcreditreport.com](http://annualcreditreport.com) so you know exactly what Experian has on file.
  1. Complete all fields for identification
  2. Click **Continue** to submit your information to Experian
  3. If Experian can't match your demographic information, you'll get 3-5 security questions based on your credit report.
**Tips for entering your information**
  - **Name** : Remove any periods. If your name has a period in it, you may need to temporarily update your NPI Registry to pass.
  - **Address:** Remove special characters and periods. For example, "1 E. Main St. Apt. # 204" should be entered as "1 E Main St Apt 204"
  - **Address type** : If your credit history is associated with a P.O. Box, use that instead of your residential address
  - **Location** : You must have a U.S. address associated with your credit history
  - **Mobile number** : Enter a personal mobile number where you can receive text messages
**If identity proofing fails**
Your EPCS Admin will see the **IDPFAILED** status on the EPCS dashboard. If that happens, you can make 3 more attempts **that day** to pass. After 3 attempts, your account locks for 24 hours—this is an Experian security measure and can't be unlocked early.
> **Still can't pass?** Contact [DrFirst Support](https://help.drfirst.com/hc/en-us) for next steps. Have your NPI and invite ID handy.
### Step 4: Identity document
You'll use Experian's documentation capture workflow to verify your identity.
  1. Follow the prompts in Experian to upload documentation and submit a photo
  2. Upload your government-issued ID — driver's license or passport
  3. Take a photo of yourself
  4. Return to the DrFirst page and click **Check Status**
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2Fd162f203-53d7-4efc-896b-91e148a0e332-ebe9c146-4069-4c49-a794-254513f531d4-1769785251854-image.png-4bbc8c46-80f6-4f83-a196-efe963978130-bb5e552f-db09-4e33-b6ed-5901cbb3b4c1?Expires=253370764800&Signature=KoCh0B-j7whZ1JqKJrfn6~0wQu0LNJ1PFogoDZkqy1TDFUoPAr8OyM0~8qcCi2wQ-JxKmkr4RkFRL1ia5FQYUrj126oIn1vWteCQKf1SRW9jdY~pV5EmbZgikSUyLFN3ZuxwGawN5RNWoDKKzY36NcE2ingWvFiuZgqItRjzr45SZvhP9znTDlWZ38FSQrdWlyDodBRqyp32PkYqwiR55BjQ38CGrjvs~LBiOnj4~ulFjvb54h-c35NP~SBZD2GCMaGpMnjZ4GN3qNWmdG4HtibK~TkA4fs6lW7EymW-Tc3PUld5hSL820u3T3qvk~0WjkV-WBWkNXCW3gcCPsyKqg__&Key-Pair-Id=K3NV4LZ47N8M46)
> **DON'T FORGET TO CLICK!** This is a commonly missed step. If you don't click **Check Status** within 24 hours, your enrollment gets stuck and you'll need a new invite. Write down the session key too—if you get disconnected, you can use it to get back in without starting over.
**Tips for capturing your ID**
  - Use your phone or tablet camera
  - Center your ID on a darker background
  - If the image won't focus, try moving your device closer or farther from your ID
  - Allow camera access when prompted
### Step 5: Token registration
Register your VIP Access token with DrFirst.
  1. Click **Add New Token**
  2. Click **Add** under **Code Generator**
> **Do NOT select IPrescribe** **Push Notification** — Canvas is not set up for IPrescribe. Click **Code Generator** to register your VIP Access token
  3. Open the VIP Access app on your phone
  4. Locate the **Credential ID** in the app
  5. Enter the Credential ID in DrFirst
  6. Create a nickname for your token so you can identify it later — don't use underscores
  7. Return to the VIP Access app to view the current OTP Code — a 6-digit code that changes every 30 seconds
  8. Enter the OTP Code in DrFirst before it expires
  9. Submit the token registration
> **Register for backup** — DrFirst recommend registering at least 2 tokens. If you lose access to your only token, you'll have to repeat the entire enrollment process. DEA regulations also require your token to be on a different device than the one you use to prescribe.
### Step 6: Verification code
Enter the verification code to confirm your contact information.
  1. Check your phone for a text message with the verification code
  2. Enter the verification code in DrFirst
  3. Submit
> **Can't receive texts?** No worries — DrFirst will mail you a physical verification code. It can take up to 2 weeks, so sit tight.
### Step 7: Create passphrase
Create a passphrase you'll use to sign controlled substance prescriptions.
  1. Open the email from Experian with your Transaction Number
  2. Navigate to the passphrase setup page using the link provided
  3. Enter the Transaction Number
  4. Create a passphrase meeting the requirements below
  5. Confirm your passphrase
  6. Submit
**Passphrase requirements**
  - 8-20 characters
  - At least 1 uppercase letter
  - At least 1 number
  - No special characters
  - No more than 2 of the same letter or number in a row
> **Worried about forgetting?** There's no password recovery option. Store your passphrase somewhere safe like a password manager.
### Step 8: Grant activation
You're almost there! The final step requires your EPCS Administrator to activate your grant. 
  1. Let your practice administrator know you've completed the steps above.
  2. Pair with the EPCS admin to activate your grant with DrFirst
## After Enrollment is Complete
Once your grant is activated and Canvas Support finalizes enrollment, you can start prescribing controlled substances in Canvas. Your practice administrator will let you know when everything is ready.
## Frequently Asked Questions
### Timeline and process
**Q: How long does EPCS enrollment take?**
A: Timelines vary, but it is typically 3-5 days if there are no delays such as the provider and EPCS admin setting time to activate the grant
**Q: After final authorization is complete, when should controlled-substance prescribing start working?**
A: After the EPCS admin completes final authorization and Canvas applies the final service level, successful prescriptions may still take up to 24 hours depending on when the pharmacy updates its directory.
**Q: Why is EPCS enrollment so complicated?**
A: Federal regulations for controlled substances require extra security to prevent abuse and diversion. All the steps—identity proofing, OTP tokens, passphrases—are legally mandated.
**Q: Can I complete identity proofing before ePrescribing is done?**
A: No. You'll only receive the DrFirst invite after ePrescribing enrollment is complete. The systems work in a specific order that can't be changed.
### Identity proofing
**Q: Do I need to turn off fraud alerts before identity proofing?**
A: No. Fraud alerts don't need to be turned off.
**Q: Why am I getting security questions after entering my information?**
A: If Experian can't match your demographic information to your credit report, you'll get 3-5 security questions based on your credit history. Having your credit report handy helps you answer them correctly.
### 24-hour window
**Q: What if I forget to click Check Status after uploading documents?**
A: You have 24 hours to complete this step. After that, your enrollment gets stuck and you'll need a new invite from Canvas Support.
**Q: What if I get disconnected during the 24-hour window?**
A: If you saved the session key, you can use it to resume. Otherwise, contact your practice administrator to request a new invite from Canvas Support.
### Technical issues
**Q: What if I can't scan the QR code?**
A: Open your phone's camera and hold it so the QR code appears in the viewfinder. Try moving your device closer or farther until it focuses. Once recognized, tap the website banner that appears. You may need to try a few times.
**Q: Why isn't my OTP token working?**
A: Check that your phone's time and date are set to automatic—tokens are time-synchronized. Also make sure you're using the current code, as it expires every 30 seconds.
**Q: What do I do if I clicked iPrescribe Push Notification?**
A: This will depend on how far you got in the IPrescribe set up.
  - If you registered a token and made a payment for IPrescribe, you will need to contact [Canvas Support](https://portal.usepylon.com/canvas-medical/forms/standard) and request a new invite to redo your enrollment. You will also need to contact [DrFirst Support](https://help.drfirst.com/hc/en-us) and request a refund for the purchase you made for IPrescribe
  - If you did not register your token and make a payment for IPrescribe, you can route yourself back to the token registration page and correct your selection. Follow the steps below to get back on track.
    - Return to your **DrFirst invite email**
    - Click **Enroll Now**
    - Enter your **temporary session code** if you wrote it down. If not, repeat the identity verification process.
    - On the token page, click **Add new token**
    - Click **Add** under **Code Generator**
**Q: What if I forget my passphrase?**
A: You can reset it through DrFirst's website. See [Resetting Your EPCS Passphrase](https://help.canvasmedical.com/articles/5514693639-resetting-your-epcs-passphrase) for step-by-step instructions.
**Q: Stuck at "IDP Verified"?**
A: If your EPCS status shows **IDP Verified** , identity proofing is complete but enrollment is not finished. In current support cases, this status means the provider still needs to return to the original DrFirst browser session and click **Check Status**. If that step is completed within 24 hours, enrollment can continue. After 24 hours, Canvas Support needs to send a new invite.
### Getting help
**Q: Where do I get help with DrFirst issues?**
A: For VIP Access app issues, passphrase resets, token problems, or account lockouts, contact [DrFirst Support](https://help.drfirst.com/hc/en-us). Have your NPI and invite ID handy.
## Related Articles
  - [Using the Provider Enrollment Dashboard](https://help.canvasmedical.com/articles/3654117054-using-the-provider-enrollment-dashboard)
  - [Preparing Provider Profiles for Enrollment](https://help.canvasmedical.com/articles/1422399386-preparing-provider-profiles-for-enrollment)
  - [ePrescribing (eRx) Enrollment](https://help.canvasmedical.com/articles/6085016786-eprescribing-erx-enrollment)
  - [Activating EPCS Grants with DrFirst](https://help.canvasmedical.com/articles/6405678539-activating-epcs-grants-with-drfirst)
  - [Setting Up VIP Access on a New Phone](https://help.canvasmedical.com/articles/4577696191-setting-up-vip-access-on-a-new-phone)
  - [Resetting Your EPCS Passphrase](https://help.canvasmedical.com/articles/5514693639-resetting-your-epcs-passphrase)
  - [Troubleshooting EPCS Authentication Errors](https://help.canvasmedical.com/articles/5551249431-troubleshooting-epcs-authentication-errors)
* * *
**Keywords:** EPCS, DrFirst, controlled substances, identity proofing, VIP Access app, OTP token, passphrase, grant activation, Experian, EPCS enrollment
**Categories:** Provider Enrollment, EPCS, DrFirst
**Roles:** Providers
----- END PAGE https://help.canvasmedical.com/articles/8630998726-electronic-prescribing-of-controlled-substances-epcs-enrollment


----- BEGIN PAGE https://help.canvasmedical.com/articles/8709525024-care-team-roles
Care teams in Canvas allow you to easily assign care staff members to one patient allowing you to build a team with multidisciplinary skills. You can configure your Care Team Roles to support your care model.
The care team switch needs to be enabled to leverage care teams and set care team roles. Please contact Canvas Support for assistance enabling this switch.
Navigate to Care Team Roles in your admin settings. New instances are created with the following roles, using SNOMED codes. They can be updated and made inactive if they are not needed.
![default-care-team-roles](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730589665803-default-care-team-roles.png-4ba2ee3a-8179-4f77-9a9f-f5b51419ad28?Expires=253370764800&Signature=lXwZdWbe-yaW3l5gv9BtrIes8a7PLhHKxcLP0M~ORg~KTf-TrEAd9cp3vRFk7dR4Gl-~VK7cXwJ~RPTQVY-JQW5CbuS08CuRleSixIM7lxyQZ0Quqp-F6NSDI8S-5bDg3rNq063d5Xur2dltq-tii3PXUn~pImiqGNk5XfLIezi7xI5kElw13ro2wJzROwmTu4hdBPOyZs7IzYPAIyPZCl~uHyz8~lSSUIxljVGXrf6Bk94y57ZeutlENhSlv4hXmyhMrwauzG8F-497O5n12pkXZqEyywcWXw~-Mc~KOvZCNmf8ZQjAff7MN7t6XQ3DwYmHF5xmvHnj4~TeGRQIRw__&Key-Pair-Id=K3NV4LZ47N8M46)
## Adding Care Team Roles
To add a new role, click in the top right and then complete the following form:
  - **System:** This refers to the system that the code below belongs to. Canvas supports using the following existing systems, ICD10, CPT, SNOMED, and LOINC, or you can leverage a custom code by specifying INTERNAL as the system.
  - **Version** This is not required
  - **Code** This should be a unique code used to represent the Care Team Role.
  - **Display:** This is what your end user will select when assigning care team membership in the patient's profile and what is visible in clinical workflows (in the chart and when assigning tasks, document, etc).
  - **Active:** This determines whether the role is available for use
![Protocol framework](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730589684671-care-team-roles.gif-8a2c4d88-0ed7-4193-a609-1be9c6272cfd?Expires=253370764800&Signature=eg4ySeYL8hURZB1HD88JmhlHdxHx7yyiz5VX8UJG89-GEwXTEWPO6PqhKu~TlzBDfZVzhKCJ4atGRpOhB185nhbd6jyx5~xHEcZkEjG8sx3ObEwKY~Che7Aiqg0ZGyqtqQ2UF5EpLbO18TgXCSpl2pjvYSgvJmlZKTGvjn4SyJVM3dlcJiWRbwklE9DZDbiddxD4cQP5IKkRpArX0Hc8aaM8kwZ5eJ~5b9GVoJsptv8T0cXkjL6dd0dIphxjrxZ~zwRHnGTV23nI4Inbm9XKQGjjqy8HIE2Qbml0R8~v9kWBj7QEWPTkarKceOd49d~SJPlzd7Y2ujTZgoS~xrEGoQ__&Key-Pair-Id=K3NV4LZ47N8M46)
## Updating Care Team Roles
To edit a care team role, click into an existing care team role and make changes as needed. You can also take bulk actions to activate or deactive care team roles by checking the boxes next to each and using the action drop-down.
----- END PAGE https://help.canvasmedical.com/articles/8709525024-care-team-roles


----- BEGIN PAGE https://help.canvasmedical.com/articles/8743381058-chart-note-billing-footer
The billing footer of a note allows Clinical staff to appropriately link ICD-10 codes, CPT codes, and Modifiers to a note for proper reimbursements of services provided. Some commands are linked to billing codes that automatically populate into the billing footer. 
## FAQ
Q: Can I manually add an ICD-10 code to the billing footer?
A: No, the only way to add an ICD-10 code is using the a Structured Assessment, Diagnosis command, or Assess command.
Q: Which commands can automatically add a CPT code to the billing footer?
A: Structured Assessment, Perform, Immunize, and POC lab command. 
## Tips & Tricks
## Step By Step
### Commands that automatically populate ICD-10 and/or CPT codes
  - The list below of commands and the types of codes they are or can be linked to when properly configured:
    - Diagnosis command: ICD-10 codes
    - Assess command: ICD-10 codes
    - Perform command: CPT codes
    - Immunize command: CPT codes
    - POC lab: ICD-10 codes
    - Structured Assessment (Questionnaires): CPT & ICD-10 codes
### Add CPT/E&M codes to the billing footer
  - Document patient encounter as needed
  - Ensure the appropriate ICD-10 and/or CPT codes have dropped into the billing footer, if using any of the commands above 
  - Add any missing CPT codes including E&M codes by typing the code over the `Add a CPT` text in the footer
    -  _E &M codes will automatically link to all ICD-10 codes added prior to the CPT codes._
### Link ICD-10 codes to CPT codes
  - Document patient encounter and follow steps above as needed
  - Ensure all ICD-10 and/or CPT codes are displayed in the billing footer
  - Hover below the ICD-10 code AND over the same row of the CPT code you want to link it to display a grid
  - Link existing CPT codes to the appropriate ICD-10 codes by using the grid
### Document a Modifier for a CPT/E&M code
  - Click on any CPT code to add any modifiers as needed
  - Enter the Modifier code into the `Search for modifiers...` field 
  - Select Done
### Remove an ICD-10 codes/CPT codes or Modifier
#### **Remove ICD 10 codes**
  - Locate the command that populated the ICD-10 Code
  - Select the triple dot menu next to the command
  - Select Enter in Error 
  - Ensure ICD-10 code has been removed from the billing footer
#### **Remove CPT codes**
  - Locate and select the CPT code to be removed
  - Select **Remove**
  - Ensure CPT code has been removed from the billing footer
#### **Remove Modifiers**
  - Select the CPT code from which you want to remove the Modifier
  - Locate the modifier 
  - Click "**x** " next to the modifier
  - Select **Done**
  - Ensure the modifier has been removed from the billing footer
### Move the claim to the coding queue
  - Select Push Charges to move the claim to the coding queue if additional documentation is needed that is not related to billing
OR
  - Select **Lock** to move the claim to the coding queue if you're done documenting the encounter 
# Resources
### [Video: Billing Footer](https://www.loom.com/share/c9893a2ce5404cd0adc03645f299e37f?sid=a84033eb-2d6c-44d5-95c0-a87e11b68228)
----- END PAGE https://help.canvasmedical.com/articles/8743381058-chart-note-billing-footer


----- BEGIN PAGE https://help.canvasmedical.com/articles/8802451810-patient-demographics
The patient profile is a centralized space to register patients and store critical demographic, contact, and billing information. This guide outlines key sections of the profile, including patient demographics, consents, care team roles, and contact management.
# Patient Heading
Once a profile is created, key patient details are displayed in the **Patient Banner** at the top-left corner of the profile and chart. This includes:
  - **First and last name, preferred name will show in parentheses**
  - **Date of birth, age, and sex at birth**
  - **Preferred time zone, if applicable**
  - **Phone number**
  - **Canvas-generated MRN** (Medical Record Number)
  - **Patient photo** : Image is a gray avatar by default. This can be changed to the patient's photo through the [Canvas Remote](https://canvas-medical.help.usepylon.com/articles/5778885172-canvas-remote-on-ios) iOS app by clicking the patient image.
  - **Administrative caption** : Free text field that can be used for any reminders and notes related to insurance, copays, payments, etc. Visible in the profile, appointment cards, search results, and print views but **not within the chart**.
  - **Badges** : The banner displays status badges such as **Inactive** or **Deceased**.
![2024-12-17_17-10-22.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1734473429345-2024-12-17_17-10-22.png?Expires=253370764800&Signature=jHwtRVVQ2ZwAKZvY0TM3w8nR5V~kZiGKggWXH6GU8RKFcKakBTGnGgiKwd2h6ZrW5CG8WGGJqCRrrNZjXCDbxdHmtQPSx0e--WiDee-LV7~SYaoTWK1NIrnOEtfljwVkidKEfyL3NQgjr4HCc1yZikDoKeBSmcHPzbd0RvRzfAh4R98QpETS37D-6aat-wEVIWdQ10I8OScr83lMv5fQcChbDR4bQ3K3o0eVzX8OuroGByItzqqBUwY4S9xfU7VT8k8s3ZmmD2S6IdDnIToSkCnJzIgoncMFwdIauaA3V3XIAIPK-fQKoia3zQQhMzryZGnluDzytPJcxc-3aZFRog__&Key-Pair-Id=K3NV4LZ47N8M46)
# Patient Demographics
## Managing Demographics
The **Demographics** section captures key patient details and allows for updates:
  - Click **Edit** to modify any field. Required fields, indicated by a red asterisk (*), must be completed to save changes.
## Managing Patient Status
  - **Active/Inactive Status** : Toggle the checkbox at the top of the demographics form. When a patient is marked inactive, an **Inactive** badge appears on the banner.
  - **Deceased Workflow** : Marking a patient as deceased triggers automated workflows:
    - Cancels future appointments and removes follow-up requests
    - Marks contact information as **unverified** to block outgoing messages
    - Requires optional entry of date of death, cause, and comments.
If a patient was incorrectly marked as deceased, unchecking the box restores their active status. Note that automated actions, such as canceled appointments, are **not reversed**.
![2024-12-17_17-26-07.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1734477972475-2024-12-17_17-26-07.png?Expires=253370764800&Signature=EAc~0pkTt-OG4RPjbjGCcZgj0x9~kl8xrdGD1ks9xmAZ83mgs~hOh2Gugb89KEkedOIL94qC5Ef~HnLRoOQWqYKlG-oUOkFTxZM1orT9gIDQ9JJZmJkw0wmbNDOHAap2G9JBe41Fp9lXJfTKKwyfTvbK6p6v1R0KYRbQ9OUKLAdzC29m2HY9t5O2Ea3Iydo1oG-2fR34f8gJWO0uqhuAdPxSinUXbtJG2JoKwg6PUcxXiZbJ5UTkH-7CefSrtunkgoff7jldbeUmqVMLgOZVqLfiJqWZTmQ8cUe76sIktz42UoZdPb~w9NZKiSKsBFo60FrE9hPtDvXLJHeWtbTqHQ__&Key-Pair-Id=K3NV4LZ47N8M46)
# Patient Preferences
Primary care provider, referring provider, and time zone can be added under the patient's preferences.
  - **Primary Care Provider (PCP)** : A free-text field to record the PCP; it is not tied to workflows.
  - **Preferred Scheduling Time Zone** (if applicable): Time zone to display the patient's appointments in for scheduling. Review
  - **Business Lines** (if applicable): Location for patient communication. Refer to [Business Lines for Patient Communication](https://canvas-medical.help.usepylon.com/articles/1392971282-business-lines-customized-patient-communication) for further details on this setting
![2024-12-17_17-27-10.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1734477945703-2024-12-17_17-27-10.png?Expires=253370764800&Signature=nOnGF5ULapZNTIK7z78AjZBjZfrbBXOBeegPSgO2vmqxj0ECLeq5Vty793QSyCN-mYvDeIGMP3nZqZXKyBwgDznfLeEh37k0WaMcas0sNV0KpWbWZa3sH6iUbYKIfqZ~RSfUU1zKNLODJkGXFyPhp50gR7W0syPipBf8JM0jKitbVNCaAFUVdUesrTUoWAHh~KbGklCXoIYOLqeuim6SBFG1pCkXU8E00lG0z6NPlja7u8SNaF009Fskqx3otxP1Yi~nj7Y1J1mokAuBOlBLH~KXt-bEou063yQcIaz~eQRCPZHbEb23HJL3wR1UMN8cFc1REX~Qj61u3L4ts7zPuQ__&Key-Pair-Id=K3NV4LZ47N8M46)
# Preferred Pharmacies
Preferred pharmacies streamline prescribing workflows. Pharmacies are sourced from the Surescripts directory, which Canvas updates nightly, and can be searched by name, address, store number, or phone number.
Canvas electronic prescribing is certified with Surescripts, so pharmacies must be listed in the Surescripts directory to be saved as preferred pharmacies or selected for e-prescribing. If a pharmacy is not found, first try searching with alternate labels, phone numbers, store numbers, or address details, as pharmacy names can vary in the directory. If the pharmacy is not in Surescripts, the pharmacy must work with Surescripts to join their network.
If a pharmacy is not available in Surescripts and prescriptions need to be processed manually, store the pharmacy details somewhere intended for reference only, such as the **Administrative caption** on the patient banner or a configured [custom profile field](https://canvas-medical.help.usepylon.com/articles/4551334461-patient-metadata). These notes do not populate the Prescribe command and do not allow electronic transmission to that pharmacy.
  - **Multiple Pharmacies** : Add multiple pharmacies (e.g., mail-order and brick-and-mortar) for a single patient.
  - **Default Pharmacy** : Designate one pharmacy as the default, which will pre-populate in prescribing workflows. Additional pharmacies appear as quick-picks in the pharmacy dropdown.
  - **Pharmacy Type** : Types (e.g., retail, mail-order) display as badges in search results and once added.
![2024-12-17_18-25-05.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1734477932159-2024-12-17_18-25-05.png?Expires=253370764800&Signature=rdJBbhXPjxH6ETPw6Bc-9cfZL5860U~F2tdWIgaIiL2Kj9vakY0oCjX7tfycpEqhoiOyg~ILpVEMvGqeckalk2Adn8jUNT~J0Ga7JQ9AgtprL-kZz0YScejZcLO8kZhYMiqJ8L~PswiZ1L8UFWJSCOzAnI5iDOLpRwvCFdFdUfmAQ5E7ZLFPGZV246Hjs2RLNwMTUuvbWxt2fv4u6iFbQaAdgSC0DpMtzZBU1ZQt7S8G1Kmu846~YXS9Sg2VUbPxijevYZXj-R2qdIkoH48ahowxAwxEGc3-k7T7ShYK2QK2iS5W2AQ-4~TViF8zOVYCEdgEac7mZ9nddTmmZvlXVg__&Key-Pair-Id=K3NV4LZ47N8M46)
# Patient Consents
Consents are used to track and manage patient agreements, such as treatment authorization.
## Adding a Consent
While in the patient's profile on the left panel expand the **Patient Consents** section.
  - Mandatory consents will be added automatically
  - Non-mandatory consents can be added via the **Add Consents** button
    - Select the consent name and complete the fields
    - Default expiration is based on configuration (e.g., 1 year, end of the calendar year, or no expiration).
    - Select **Custom Date** to override the default.
  - If documentation is required, the warning **"Document required"** will display. Link the consent document through [**Data Integration**](https://canvas-medical.help.usepylon.com/articles/7371085164-data-integration).
  - Once processed, view the document by clicking **View Document**. Updates to consents with newer effective dates will replace older versions in the profile.
### Updating Consents
By clicking the **Edit** button (pencil icon), the state, effective date and/or expiration date can be modified.
Non-mandatory consents can be removed from the list by clicking **Clear**. Any associated document will remain accessible in the **Admin Documents** section of the chart.
Consents added through **Data Integration** are automatically reflected in the patient profile. For consents requiring documentation, adding them directly in **Data Integration** can streamline the process by eliminating the need for additional steps.
# Care Team
The **Care Team** feature allows assignment of roles to team members involved in a patient's care.
Care teams roles must be configured by a practice admin before members can be designated in the patient profile. The admin process for Care Teams is outlined [**here**](https://canvas-medical.help.usepylon.com/articles/8709525024-care-team-roles)**.**
## Managing Care Team Members
  - Click **Add** to assign a care team member and role.
  - Use the **Edit** button to update or remove team members and roles.
  - Inactive team members are marked with an **Inactive** label for visibility.
## Care Team Lead
The designated **Care Team Lead** is indicated by the blue checkmark next to Team Lead. They play a central role in workflows such as:
  - **Messaging** : Incoming messages are routed to the care team lead.
    - When a care team lead has not been assigned AND no prior messages have been sent to the patient, incoming patient messages will be assigned to Canvas Bot.
    - When a care team lead has not been assigned BUT a staff member has previously messaged the patient, incoming patient messages will be assigned to the staff member who last messaged the patient.
  - **Printed Documents** : Lab orders, full chart PDFs, and specimen labels display the care team lead's information.
  - **Populations** : Intervention messages and patient data exports include the care team lead's name.
  - **Data Integration** : Defaults the lead as the reviewer for workflows.
  - **Health Gorilla** : Lab vendor
    - Ordering provider fallbacks to care team lead, if original provider does not have a valid NPI
    - Reviewer falls back to Care Team Lead, if NPI given by Health Gorilla cannot be found
  - **Medications:**
If no care team lead is assigned, fallback logic ensures messaging and other workflows continue as expected.
![2024-12-18_12-24-48.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1734542694652-2024-12-18_12-24-48.png?Expires=253370764800&Signature=vaGhDtkaIreny1oWjtSoRMnWca82FQstJzsmQ3zNYBzuMfP-S1ExpQZIYilrQ~Ol1chpOi2Wxr5q8B8tmrb2AvEjl1e6H4z71sADle6L7WWOenC10WDIZsKxMDnbgoOebtlKWfFUpua5TCITFUWRcnhTdsiph~P6KTkif8BNjKtjEVrPP0Srf2okZ2ke6~Up-AEIlPU0s6HHazTkafXSXpJwAOBiRBeIT29PBBLeKSw6xQ0ow-oeAzJlb1J302ubGcC3JyZTEX9oq5EyC~PbydlfxD3D9HFiUXCH9YkbUguX-2ZU3rByTiJwOaGhqTK3XYgVBAZ45GHlnQRFHgaFmg__&Key-Pair-Id=K3NV4LZ47N8M46)
# Addresses
Patient addresses are required for any practices that will be ordering labs and/or prescribing medication.
  - At least one address must be marked with a use of **Home** and a type set to **Postal** or **Both** to ensure statements, lab orders, and e-prescriptions process correctly.
  - Marking an address as **Old** prevents it from being used for these workflows.
  - 9-digit ZIP codes for patient addresses can be supported by navigating to the **Constance: Config** setting and enabling the **ALLOW_PATIENT_ADDRESS_ZIP4_INTERNATIONAL** option under the **General Configuration** heading. To enable this, check the box next to the setting and click **Save**.
# Phone Numbers
Add multiple phone numbers with free-text descriptions.
  - Use the **Preferred** toggle to set the primary number.
  - Enable **This phone can receive text messages** for numbers used in outbound text communication through the Canvas app
  - A text message will be sent to the patient to verify their contact in order for them to begin receiving communication.
  - Patients can reply **STOP** to a text message and any time to unenroll.
A phone number can only be verified for a single patient. Verifying the same phone number across multiple patients is not supported.
![2024-12-18_13-18-55.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1734702764042-1734545939480-2024-12-18_13-18-55.png-f2409e56-b789-4b9e-b3ae-71b9fd077eb1?Expires=253370764800&Signature=r8608QbIHJf3T5juZ2JsePVr1qvblI4dVW3cAP5rRC2UeBcEaPNPLg53KttBtlrQDVf4Ar377avXKaltvX87Z7vx5WHDt0bkWlOysNQBrWuE95qFCn98hVBdHJjusm4HnusbH0rWHrkHTAEblHYnHyPnf-I6-WcWMPTX3Yv5rJ~mj1jdry~IIbZLIXC7zSYuJPYgu-kotrvmYauwXA9DPP6jthznj3ZeD~fEpwXRDBaT-O6l~vTrM0FcLvaguSEvu398bFu0s~rqSrlz-rK6zcxBjEJV4qiOiQjKaJURPoddPjhuzKrFEvjbwxxQAS1rArLJvE2mbDltkbGjQbR0aA__&Key-Pair-Id=K3NV4LZ47N8M46)
# Emails
Add multiple email addresses with free-text descriptions.
  - Use the **Preferred** toggle to indicate the primary email.
  - An email will be sent to the patient to verify their contact in order for them to begin receiving communication.
Verified emails must be unique to each patient. If an email needs to be shared across multiple patients, apply subaddressing as a workaround. The format is `address+tag@domain.com`.
For example, if the shared email is **familycare@example.com** , you can use:
    - **familycare+child1@example.com** for one child
    - **familycare+child2@example.com** for another child
These emails will all deliver to **familycare@example.com** , but each patient's chart will have a unique identifier.
![2024-12-18_13-19-57.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1734702711765-2024-12-18_13-19-57.png?Expires=253370764800&Signature=I~g00S-cH50K-Eovie8IqurJB1VbqS9hib37uR0FnKC9VHZZLItzuPOJAN4pwGugCQ0SKnSrO8WR8MrZRlDtKQ38V6k64TkXS-ODBQpuiAPDx6JMZgpQWXx9D4SOwH-dqNvJ0-1jRD0E8ejXQvbOb78yux2GbB1TiltTnqDvWKdX7fhZrUQFVlgp193-4swEFhj6RW-L0nPu3Cj~LVn4phHLnaJJuD~Xu~P0CZvoNBxi6sSf5z~fl~FarcHxwzfXo~eUbhQzNiYaoJu9pvIfMLaY65IM5V7zvXti66gIYA1BGgpmu5poaS6Bl9dGB2CtgoHRq1v261M6trg9e89HNQ__&Key-Pair-Id=K3NV4LZ47N8M46)
Phone number and email verification can be disabled by an admin through **Constance: Config >** **ENABLE_VERIFICATION_MESSAGES** setting. Uncheck the box to disable contact verification messages.
# Contacts
The **Contacts** section ensures all relevant individuals connected to the patient are included. Contacts can be manually added, or you can link existing patient records. Each contact can include:
  - **Name:** Users can either add a free text name or search for an existing patient chart. As you type, the field will populate with search results. Choosing the top selection or tabbing will keep the text you typed.
    - Once you have navigated to the next field, the record can no longer be updated. You must retype the free text field or search for a different patient.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1760988058085-Screenshot2025-10-20at12.20.38PM.png?Expires=253370764800&Signature=cWNnAkn2PZBF4jKxLKTBLaX~2ZZw9u8ch6E4Ib4IRHxe~hf~2iitJMTVg1gZW3e674vKUtrH20Yr1LS6YAMp3ReK56wnp9lwIgTzO6bQBk2Ded52SIhDwJXr4B2v4715L8dXOMMUpC4tDoegfEr5g-rDpU3FxT8oMYbPannEIjaIFjJ9CpgmDJ2EQA4NTKqG-Hn32V5oakjvLlQDZbKM~2XIeihu6nMkiRHhqgfP2sJduIuu5t-ex7AoaflFHtAW0V~jSNSTnoVydLfHU1jsty9th5oX601fkd~x454DlyI~VC2mq5OUoKjtnSyUODmMqcsafq4hxRGY31b8l~IwIg__&Key-Pair-Id=K3NV4LZ47N8M46)
  - **Phone/Email:**
    - Add manually if the contact was added via free text
    - If a linked patient is selected, the phone and email will display the primary contact points from that patient as read only. Updates to that patient will be reflected in the record.
  - **Categories** : Select from pre-configured options that include relationships and tags (e.g., Father or Power of Attorney, Emergency Contact, etc). Contacts can have one or multiple categories, displayed as colored labels.
  - **Comments.** Free text notes
Admins can add new categories via the **Practice: Contact Categories** setting. Review process [**here**](https://canvas-medical.help.usepylon.com/articles/8258338559-contact-categories)
![2024-12-18_13-02-49.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1734544979188-2024-12-18_13-02-49.png?Expires=253370764800&Signature=OnO~N9dgDubF9DcSUs1Cc7tVPlbw1aQGFwE1vivqK8VjtArr4TfXAnFix0ZLKgSzAVtCQDiZowSYD375v9y4BshfdsseYFbwuIOIAqw1C5cOedbxLsOBPNR9t75RyrWtZxt~~e67GjsNoo2fGu0VSsZdp~cr1fvqkbKYz4KYuQ5-965uIY9RohSZq5myC88ChMdCODNt7Ld81AzkxcK9Q9cCTbZqPnEu0yP-17RTWWQcjGRPKNtEMMarzGS4AKKcHzgKbTL16r3Kgo~HfbqkXOWDAPp1W16tZoRSdw~pIFhP86F-xWFq1yp1VINSNW-536HcSn7bHYpM9OvFfgAn6Q__&Key-Pair-Id=K3NV4LZ47N8M46)
### Power of Attorney Workflow
If a contact is categorized as **Power of Attorney** , they appear as an option in **Data Integration** when uploading related documents.
  - Linked documents can be viewed directly from the contact record in the patient profile.
Contacts can be updated or removed at any time. Deleting a contact does not impact previously linked documents.
# Patient ID Card
To add an ID card to a patient profile, you will need the **Canvas Remote** app on an iOS device.
  - Select the `Link Phone` button on the right side of the patient profile page to generate the QR code for the Canvas Remote app
![2024-12-27_11-38-32.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1735317579969-2024-12-27_11-38-32.png?Expires=253370764800&Signature=Nif5eMu34hKiJYX40azSRp7miwywD4vI09dOmK9vwgcHvJ7Be1leu2ofN~uDsVuJs~ujQ4v3UHe5RxD6QU93e8TbEpo80dHY8-l1MCsxim4E-qPZ2ln3cbldMU-pQQr~4k2yFXEacWlB1MwHd~LqHHWe8MIu4ppq4hurbX8rCopTsxubufj8Z8EsfVaurHKBUuIDwWpUC2Cz9bCdU~0HqGp~3zcBiKuj20SJWbax2iNIngJ~-uWpkijPmmdr9H6WLajffCT09mIhEJQtvR7PdVSDk~HVztVBCBMFgyrMdffWeoqERfNtWxBhOTxW9-DOl-bBM3IOev72q~B4HrcqIw__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Scan the QR code in Canvas Remote and select **Capture Identification Card** to take a photo.
  - Adjust the image if necessary and tap **Done** to save changes.
  - Refresh the patient profile in Canvas and the image will appear under **ID Cards**
----- END PAGE https://help.canvasmedical.com/articles/8802451810-patient-demographics


----- BEGIN PAGE https://help.canvasmedical.com/articles/8912630951-discounts
## Introduction
Custom discounts are commonplace in the medical office. Examples of discounts include applying a discount if a patient pays in cash, or makes a payment of the full outstanding balance
### Creating a discount
The process begins in Canvas Admin
  - Navigate to the menu, located on the top left-hand side, and select **Settings**
  - Within Settings, locate and select**Discounts** under **Quality & Revenue** __ heading
 _Note: Use Control+F (Windows) or Command + F (Mac) to easily search all text on the page._
  - Select **Add Discount +** found in the upper right corner
  - The add discount tool is displayed
  - Complete the following fields
    - Name
    - Adjustment Group 
    - Adjustment Code
    - Discount Amount (**%**)
  - Click **Save**
### Apply a discount to a patient payment
Discounts are applied in the Collect Payment modal
  - Navigate to the desired patient's profile
  - Select **Collect Payment** to open the modal and select the appropriate discount
  - The new payment amount is automatically calculated and displayed in the **Pay Now** button on the bottom right of the modal. 
  - Select **Pay Now**
### View a Discount
Discounts are visible on the claim for which the payment was applied and displayed as an adjustment. 
## Tips & Tricks
  - Discounts can only be entered as a percentage of the total payment. At this time, Canvas does not support a dollar amount discount through this module.
  - Adjustment codes with a zero or not specified code are only available to apply to a patient payment. 
  - Multiple discounts can be created by practice management or billing and available for all users to apply wherever a patient payment is collected
## 
----- END PAGE https://help.canvasmedical.com/articles/8912630951-discounts


----- BEGIN PAGE https://help.canvasmedical.com/articles/9004564024-replica-database
## Introduction
The Canvas Medical replica database is a near real-time replica of your production database, providing a read-only copy for detailed financial analysis, medication history reporting, and custom reporting purposes. This secure PostgreSQL database enables organizations to access all of their clinical and operational data while maintaining HIPAA compliance and data security.
## User's Guide
The database provides access to all your production data, supporting frequent uses such as:
  - Analyzing financial information, including claims, payments, and monthly charges
  - Reviewing medication records and history to ensure accurate treatment tracking
  - Accessing data on patient demographics and population analytics
  - Examining statistics on user activity and utilization patterns for operational improvements
  - Questionnaire response analysis for deeper insights
You can use any PostgreSQL-compatible IDE to query the database and create custom reports based on your organization's needs.
## Configuration & Set Up
To get started with the replica database:
  1. **Provide your public IP addresses** for the allowlist. Public IP addresses are required to ensure secure and controlled access to the replica database. Registering these addresses allows only authorized users to connect, safeguarding the sensitive PHI contained within the database.
     - Additionally, we request the owner of the IP address to be identified. This helps us maintain accurate records, allowing us to efficiently revoke access if there are staffing or vendor changes.
  2. **Access the browsable database schema.** This schema helps you understand the database structure and facilitates efficient querying.
  3. **Receive a secure link** to access your credentials. Canvas Support will provide this link to ensure that all authentication is handled securely.
  4. **Connect using your preferred SQL client.** You can use any PostgreSQL-compatible IDE to connect to your database and begin querying your production data. 
     1. Once your IP addresses are added to the allow list and you receive credentials, configure your SQL client with these settings:
        - Database Type: PostgreSQL
        - Port: 5432
        - Host: [Your instance]-reporting.canvasmedical.com
        - Database Name: [Provided in credentials]
        - Username: [Provided in credentials]
        - Password: [Provided in credentials]
## FAQ & Troubleshooting
**Q: Why do I need to provide IP addresses?**
A: Since the replica database contains sensitive PHI, Canvas Medical requires IP addresses to be added to an allowlist for security. This also helps manage access when staffing changes occur.
**Q: What type of queries can I run?**
A: You can run any read-only queries. Common uses include financial reporting, medication history analysis, questionnaire response analysis, and custom reporting for your organization's specific needs.
**Q: What happens if I can't connect?**
A: Common troubleshooting steps include:
  - Verifying IP address is whitelisted
  - Checking credential validity
  - Ensuring VPN connectivity if required
  - Contacting Canvas Support for assistance
## Related Resources
  - [Sample SQL Queries Repository](https://github.com/Medical-Software-Foundation/canvas/tree/main/sample-sql) \- Collection of common financial and operational queries
  - [PostgreSQL Documentation](https://www.postgresql.org/about/) \- Official PostgreSQL database documentation
## Keywords & Metadata
  - **Keywords:** replica database, PostgreSQL, reporting, financial analysis, medication history, database access, PHI security 
  - **Categories:** Database, Reporting, Security, Technical Documentation
----- END PAGE https://help.canvasmedical.com/articles/9004564024-replica-database


----- BEGIN PAGE https://help.canvasmedical.com/articles/9046024531-command-review-of-systems
The Review of Systems command is a micro-template command in Canvas that allows a Canvas Provider to take inventory of patient's body systems to identify signs/symptoms that the patient may be experiencing. Each micro-template can be custom built to document specific findings for a patient. 
## FAQ:
**Q:** I made a mistake, how do I remove this command?
**A:** Commands can be entered in error, but not deleted. Please review the Entering a Command in Error document for directions. 
**Q:** How do I print this command?
**A:** A command can be printed by using the triple dot menu to the right of the command and selecting the print option. 
## Step by Step
  - Begin in an open note
  - Type "ros" or "review of systems" into a blank line within the note
  - Select the command by hitting **Enter** on keyboard 
  - Use the up and down arrow keys to select the desired ROS template from the list that populates
  - Press **Enter** to make a selection
**NOTE:** By default all sections are enabled and symptoms are unselected which marks all symptoms as denied. Selecting a symptom will record it as positive.
  - Click on a symptom using your mouse to make selections within the command
    - First click selects symptom and records it as positive
    - Second click opens modal to enter a comment. To remove comment click on the symptom again to open the comment modal and delete the comment.
    - Third click unselects symptom and records it as negative. You cannot unselect symptoms until all comments, if any, have been removed.
  - Select toggle to inactivate section
    - Inactivating section indicates that system was not reviewed 
    - Any selections previously made within the section will be cleared 
    - Selecting the toggle again will activate section again
  - Select **Record** to commit the command 
  - Select the command again to expand view
**NOTE:** _Once the ROS command has been committed you will see a preview of any positives documented in the ROS. You can select the If you print the note you will be able to view the full ROS that was documented._
----- END PAGE https://help.canvasmedical.com/articles/9046024531-command-review-of-systems


----- BEGIN PAGE https://help.canvasmedical.com/articles/9221634314-new-diagnoses
Accurately documenting new diagnoses is essential for maintaining comprehensive patient records and ensuring proper clinical care. This article explains how to use the Diagnose command in Canvas Medical to record new conditions, prevent duplicate entries, and create structured clinical documentation.
## User's Guide
### Adding a New Diagnosis
The Diagnose command creates a clear and structured entry for new patient conditions in the chart.
**To add a diagnosis:**
  1. Open the patient's chart
  2. Add the **Diagnose** command to a new or existing note
  3. Complete the command fields. The only required field is the diagnosis.
     - **Diagnose** : Search for the condition using free text or ICD-10 code
     - **Background** : Provide detailed history of the condition
     - **Approximate Date of Onset** : Indicate when the condition began (e.g., "yesterday," "last week," "3 years ago," "2015")
     - **Today's Assessment** : Summarize clinical reasoning by integrating subjective and objective data from the examination
  4. Click **Record** to save the diagnosis. The condition will immediately appear in the patient summary as an active entry.
### Preventing Duplicate Diagnoses
If the patient has already been diagnosed with a condition in Canvas, the system displays: _"This patient has already been diagnosed with this condition"_ to prevent duplication.
**Best Practice:** Use the [Assess Condition command](https://help.canvasmedical.com/articles/7989321964-assessing-and-updating-conditions) to update existing diagnoses rather than creating duplicates.
## Configuration & Set Up
No special configuration is required. The Diagnose command is available by default in all patient charts.
## FAQ & Troubleshooting
**Q: How can I add a diagnosis/ICD-10 code that's not in the system?**
A: Diagnosis codes cannot be added manually. Canvas updates ICD-10 codes in accordance with CMS on April 1 and October 1 every year.
**Q: What if I enter the wrong diagnosis?**
A: Use the Change Diagnosis command to update the condition while preserving historical data. If historical data is not needed, enter the diagnose command in error and enter new.
## Related Resources
  - [Assessing and Updating Conditions](/articles/7989321964)
  - [Managing Historical Conditions](/articles/3935780129)
  - [Understanding Coding Gaps](/articles/5456716623)
* * *
**Keywords:** diagnose command, new diagnosis, ICD-10, clinical documentation, patient conditions, duplicate diagnosis, active conditions
**Categories:** Clinical Documentation, Condition Management
----- END PAGE https://help.canvasmedical.com/articles/9221634314-new-diagnoses


----- BEGIN PAGE https://help.canvasmedical.com/articles/9227770329-canvas-academy-video-links
## Canvas Basics
  - [ _Canvas Basics: Navigation_](https://www.loom.com/share/a4e157047ec84cda81bd8ce0496ad7f9?sharedAppSource=team_library)
  - [Canvas Basics: Triple Line Menu](https://www.loom.com/share/d12aabd4832d42a1908e88e5cdd50e9d?sharedAppSource=team_library)
  - [Canvas Basics: Registration and Charting](https://www.loom.com/share/815b7141ccbb4ff6b5f3854cc758a7ed?sharedAppSource=team_library)
  - [Canvas Basics: Tasks](https://www.loom.com/share/361ee7e3bf7d4a7b867299802589a2f0?sharedAppSource=team_library)
  - [Canvas Basics: Canvas Chat](https://www.loom.com/share/42c757abeb2343ef9bcf75dd098d7299?sharedAppSource=team_library)
## General Clinical Workflow
  - [Navigating the Provider Inbox](https://www.loom.com/share/49cae76f62844617b8e61d555a0fca8f?sharedAppSource=team_library)
  - [The Patient Panel Filter](https://www.loom.com/share/165a24e2f0a74912ab9b8854d2a07846?sharedAppSource=team_library)
  - [View the Schedule](https://www.loom.com/share/9590f97ee89d49bd9b7d3fcb87271b18?sharedAppSource=team_library)
  - [Clinical Documentation](https://www.loom.com/share/a3363ec110ca4c17a01c1fc62646fe4f?sharedAppSource=team_library)
  - [Medication Management](https://www.loom.com/share/5093c57296d5473c88822a530493917d?sharedAppSource=team_library)
  - [Referral Management](https://www.loom.com/share/87c8b15dacbf41dabb8bd4a70cd8c4c6?sharedAppSource=team_library)
  - [Procedures](https://www.loom.com/share/94b139c3350045dabc74672c2d5aa4d9?sharedAppSource=team_library)
  - [Lab Orders](https://www.loom.com/share/0d74fbd35d8c48668511eba3515adcd1?sharedAppSource=team_library)
  - [Canvas Chat](https://www.loom.com/share/d1359b88af8944ceaac9994996f00a13?sharedAppSource=team_library)
  - [Note Search](https://www.loom.com/share/7d1075a76dbd4c938a25a4164b25e438?sharedAppSource=team_library)
  - [The patient application](https://www.loom.com/share/5a85dcbfbdf84070b1ca57df5641258f?sharedAppSource=team_library)
## Content Creation
  - [Automations](https://www.loom.com/share/9e213fc8c0ff4da9bef872589420f483)
  - [Template Creation](https://www.loom.com/share/7a1b1cb905d341a195cbaa4f9b191b47?t=0)
  - [Template Coding](https://www.loom.com/share/1fae76d531ab458a8fbb4b4dd5046933)
  - [Letter Templates](https://www.loom.com/share/57416e587ec74c1a8876e5b4c720306b?sharedAppSource=team_library)
  - [Telehealth Set Up](https://www.loom.com/share/1b9adee89d47443c8617b3bb8d7349ef)
## Administrative
  - [New Patient Chart](https://www.loom.com/share/9ade8ba59bbb40c6bc5ce0228fd49c6e?sharedAppSource=team_library)
  - [Manage Appointments](https://www.loom.com/share/783fb087bf414c83b82b0d479e810c3c?sharedAppSource=team_library)
  - [Phone Calls](https://www.loom.com/share/855628f3f82a4a33873cd864597eb014?sharedAppSource=team_library)
  - [Tasks](https://www.loom.com/share/b77d94ec74f5479a9709a360e0454a22?sharedAppSource=team_library)
  - [Coverages & Guarantors](https://www.loom.com/share/344879934ec74df3ac9262d1e8c7dad7?sharedAppSource=team_library)
  - [Patient Application](https://www.loom.com/share/ce1c0998d3d244319cb6d713d8f80bfa?sharedAppSource=team_library)
  - [Canvas Remote](https://www.loom.com/share/114d545c33b34789a448d05891af18be?sharedAppSource=team_library)
  - [Teams and Canvas Chat](https://www.loom.com/share/fadde39bf3ca4738bbb384b472053998?sharedAppSource=team_library)
## Billing
  - [Coding and Updating a Claim](https://www.loom.com/share/d374ff850d4f4c269b43dc926f7bd74d?sharedAppSource=team_library)
  - [Navigate the claim coverage tables](https://www.loom.com/share/5823642f1c344f429d6e893037e44cac?sharedAppSource=team_library)
  - [Processing a Remit](https://www.loom.com/share/1e5843f74d794f93bdf924a15ac00881?sharedAppSource=team_library)
  - [Submitting a claim](https://www.loom.com/share/fb68c6f9b47e40878e40ab9a8408173f?sharedAppSource=team_library)
  - [Adjudicated claims](https://www.loom.com/share/5f7f35b70b41498592a1a0c0d32b04c8?sharedAppSource=team_library)
  - [Rejected claims](https://www.loom.com/share/aec58e6e2d714d86b9112202ef919541?sharedAppSource=team_library)
  - [Collecting a payment](https://www.loom.com/share/95cd6961251f448cbb31d7e74114a590?sharedAppSource=team_library)
## Document Management
  - [Data Integration Overview](https://www.loom.com/share/4bd0e111143e4bc5bcf893a3e62a7fec?sharedAppSource=team_library)
  - [Managing Documents](https://www.loom.com/share/41794641ca4741beb2388c74c75723b8?sharedAppSource=team_library)
  - [Print functions](https://www.loom.com/share/a586ddbb5c55420c8c263b672074b67e?sharedAppSource=team_library)
## Manager / Product Owner
  - [Fee Schedule Management](https://www.loom.com/share/45c97e3a319c44d8b44bc19c585a9e36?sharedAppSource=team_library)
  - [User Management](https://www.loom.com/share/de1b3f85d91c40698e4ebe1a10865c3e?sharedAppSource=team_library)
  - [Schedule Management](https://www.loom.com/share/cf5a4cd482dc43e89c65bf2dd7506d4b?sharedAppSource=team_library)
  - [Team Management](https://www.loom.com/share/a45d2c4062cc43408648481899e757a7?sharedAppSource=team_library)
  - [Insurer Management](https://www.loom.com/share/bd795702fdec496b8cad8cdd24506b04?sharedAppSource=team_library)
  - [Revenue Insights](https://www.loom.com/share/6c17073ff2c74a8f930614ff72dbfc5a?sharedAppSource=team_library)
----- END PAGE https://help.canvasmedical.com/articles/9227770329-canvas-academy-video-links


----- BEGIN PAGE https://help.canvasmedical.com/articles/9270587920-command-history-of-present-illness
The History of Present Illness command initiates documentation of the patient's subjective report of the current complaint or reason for visit. 
## Key Objectives
  - You will learn how to enter history related to a patient visit. 
## FAQ:
**Q:** I made a mistake, how do I remove this command?
**A:** Commands can be entered in error, but not deleted. Please review the Entering a Command in Error document for directions.
**Q:** How do I print this command?
**A:** A command can be printed by using the triple dot menu to the right of the command and selecting the print option. 
## Tips & Tricks
  - The HPI command does not have a commit function. This means you can continue to add content to this command throughout the encounter.
  - The user can enter as many HPI commands as desired. This is useful in case additional information comes to light from the patient after the initial history is taken while the user is navigating other aspects of the encounter. To add additional HPI information, you may either return to the initial command or enter the command anew. 
## Step by Step
This process begins in an open clinical note. 
  - Type "history" or "hpi" into a blank line within the note. 
  - Select the command by pressing **Enter** on your keyboard.
  - Enter desired text to capture history of present illness in the provided free text.
# Resources
### [Video: Command | History of Present Illness](https://www.loom.com/share/bd82143cf303476f956c8cbb99e9bb46?sid=f41ac5cd-2576-459a-ae79-179334c7d591)
----- END PAGE https://help.canvasmedical.com/articles/9270587920-command-history-of-present-illness


----- BEGIN PAGE https://help.canvasmedical.com/articles/9313970678-training-management-and-product-owners
Each video has an attached practice activity which walks you through the review functionality and surveys that will capture your confidence of the feature. Once the activity has been completed, you will receive an email with supplemental knowledge center articles.
As a manager or product owner, it is critical for you to have an in-depth knowledge of all aspects of Canvas. If you have not done so already, please review and complete the following sections before moving onto the features specific to a user in your role.
  - [Canvas Basics](/hc/en-us/articles/4413716485395)
  - [Clinical Workflow](/hc/en-us/articles/4413709607315)
  - [Administrative workflow](/hc/en-us/articles/4413710065299)
## Manager / Product Owner
  - [Fee Schedule Management](https://www.loom.com/share/45c97e3a319c44d8b44bc19c585a9e36?sharedAppSource=team_library)
  - [User Management](https://www.loom.com/share/de1b3f85d91c40698e4ebe1a10865c3e?sharedAppSource=team_library)
  - [Schedule Management](https://www.loom.com/share/cf5a4cd482dc43e89c65bf2dd7506d4b?sharedAppSource=team_library)
  - [Team Management](https://www.loom.com/share/a45d2c4062cc43408648481899e757a7?sharedAppSource=team_library)
  - [Insurer Management](https://www.loom.com/share/bd795702fdec496b8cad8cdd24506b04?sharedAppSource=team_library)
  - [Revenue Insights](https://www.loom.com/share/6c17073ff2c74a8f930614ff72dbfc5a?sharedAppSource=team_library)
In addition to your role specific training and orientation, we also have several videos and articles that will assist in content creation. Users who will assist in content creation will be designated by your specific organization. 
## Content Creation
  - [Automations](https://www.loom.com/share/9e213fc8c0ff4da9bef872589420f483)
  - [Template Creation](https://www.loom.com/share/7a1b1cb905d341a195cbaa4f9b191b47?t=0)
  - [Template Coding](https://www.loom.com/share/1fae76d531ab458a8fbb4b4dd5046933)
  - [Letter Templates](https://www.loom.com/share/57416e587ec74c1a8876e5b4c720306b?sharedAppSource=team_library)
  - [Telehealth Set Up](https://www.loom.com/share/1b9adee89d47443c8617b3bb8d7349ef)
----- END PAGE https://help.canvasmedical.com/articles/9313970678-training-management-and-product-owners


----- BEGIN PAGE https://help.canvasmedical.com/articles/9426091672-command-vitals
Patient assessments are enhanced through vital signs. Vital signs are an important part of the contemporary encounter as well as useful in comparison to historical visits. 
## FAQ:
**Q:** How do I capture the patient's BMI within the vitals command?
**A:** Canvas automatically calculates the patient's BMI when a height and weight are both captured. You can view the result of the BMI on the Vitals table in the patient summary.
**Q:** What is the best way to capture orthostatic vital signs?
**A:** It is recommended to enter multiple vitals commands for each set of readings. You can use the notes field for any additional details, such as position in which a series of vital signs occurred. 
**Q:** I made a mistake. How do I remove this command?
**A:** Commands can be entered in error, but not deleted. Please review the Entering a Command in Error document for directions. 
**Q:** Do I have to complete every field in the vitals command?
**A:** No. None of the fields are required to submit the command. Input as many details as clinically important to fit your practice and patient needs.
**Q:** How can I easily review historical results?
**A:** From within the Patient Summary, you can click on the table to expand the selection. Please review our article about printing the vital sign table. 
## Step by Step:
Begin within the patient note. 
  - Type "_vitals_ " into an open space within the note.
  - Select the command by pressing**Enter** on the keyboard or by clicking the selection with your mouse.
  - Enter the desired input. 
  - Navigate and document in each field of the command by pressing **Tab** , the following fields are available: 
    - **Height**
    - **Weight**
    - **Waist Circumference**
    - **Temperature**
    - **Site**
    - **Blood Pressure**
    - **Position and Site**
    - **Pulse Rate**
    - **Pulse Rhythm**
    - **Respiration Rate**
    - **Oxygen Saturation**
    - **Supplemental Oxygen**
    - **Notes**(150 character limit)
  - Select **RECORD** to commit the command.
# Resources
### [Video: Vital Signs](https://www.loom.com/share/53414d394c8b400788258013b2cbb0c4?sid=0c4368f4-4152-468b-acfb-c9f31d842467)
----- END PAGE https://help.canvasmedical.com/articles/9426091672-command-vitals


----- BEGIN PAGE https://help.canvasmedical.com/articles/9512475619-labs-ordering-in-health-gorilla
## Introduction
Health Gorilla is used to process incoming and outgoing lab orders between Canvas and other integrated labs. 
## Key Objectives
  - You will learn how to create a lab order in Health Gorilla.
  - You will learn how to print the requisition form from Health Gorilla.
## Step by Step
  - Login to [Health Gorilla](http://www.healthgorilla.com/)
  - Select **Create New** to open the drop down menu 
  - Select **Diagnostic Labs** from the Order section
  - Enter the desired patient's name to search
  - Select the patient name from the list below
  - Select the desired Lab Vendor from the Most Frequently Used Vendors on the left hand side
  - Click the green **Continue** button on the right hand side 
  - Select the specific test(s) to be performed by: 
    - Searching for the test
    - Selecting from Most Used or Available Tests
** _NOTE:_**_When the desired test(s) are selected, they appear on the right hand side of the page with Order Options available._ Within these Order Options, the user can provide information to the lab based on fields populated for said lab or assign a priority to the test(s). 
  - Click **Continue**
  - Enter the diagnosis code or search with a keyword
  - Select the ordering physician
  - Check the corresponding box to schedule future orders for recurring tests, if desired
  - Select the entity to bill for the test(s)
  - Click **Continue**
  - Click **Submit**
### Printing the Requisition Form 
**TIP:** If the order has not been submitted yet you can the **Print Requisition Form** by ensuring the corresponding checkbox is selected within the Submission form. 
  - Login to [Health Gorilla](http://www.healthgorilla.com/)
  - Search the desired patient from the Dashboard 
  - Select Orders from the menu options
  - Select the desired order from the options available 
  - Select **Print** from the order menu to open the print modal
  - Select**Print** from the print modal 
 _NOTE: Adjust printer settings as desired._
# Resources
### [Ordering in Health Gorilla](https://www.loom.com/share/343f40831f57461795e2b89fae011cd8?sid=60e042cc-b4c8-447b-ab9c-dbcac43b326a)
----- END PAGE https://help.canvasmedical.com/articles/9512475619-labs-ordering-in-health-gorilla


----- BEGIN PAGE https://help.canvasmedical.com/articles/9726289513-fs-appointment-labels
Every healthcare practice operates differently, but appointment scheduling systems often force everyone into the same rigid categories. Canvas Medical customers have consistently asked for more ways to organize and identify appointments beyond basic status updates.
**Appointment Labels** answers that call, bringing the flexible custom labeling system you already rely on for tasks and claims into your scheduling workflow. Now you can tag appointments with the specific categories, priorities, and identifiers that make sense for how your practice actually works.
## Why Appointment Labels Matter
Standard appointment statuses like "scheduled," "arrived," and "completed" tell only part of the story. Your practice might need to distinguish between:
  - First-time vs. follow-up visits
  - Different appointment priorities
  - Specific care pathways or protocols
  - Internal workflow stages
  - Insurance or billing categories
Appointment Labels give you the granular control to organize appointments exactly how your practice operates.
## Comprehensive Integration Across Your Workflow
Appointment Labels are seamlessly integrated throughout Canvas Medical's scheduling interface:
  - **Schedule & Create Appointment Modal**: Add labels when booking new appointments, ensuring proper categorization from the start.
  - **Reschedule Appointment Modal** : Labels automatically carry over when appointments are rescheduled, maintaining your organizational system without extra work.
  - **Other Events Tab** : View and manage labels directly within the appointment details.
  - **Appointment Cards** : Labels are prominently displayed in both week and day view, giving you instant visual recognition across your entire schedule.
  - **Print Schedule** : Labels appear as comma-separated values on printed schedules, ensuring your organizational system extends to physical documentation.
## **Smart Limitations for Focused Organization**
To maintain clarity and prevent label overload, each appointment supports up to 3 labels. This encourages thoughtful categorization while providing sufficient flexibility for complex scheduling needs.
## Built on Proven Technology
Appointment Labels use the same reliable infrastructure as Canvas Medical's existing task and claim labels. This means:
  - Familiar interface and workflow for your team
  - Consistent performance and reliability
  - Centralized management through Settings > Task labels
  - Easy configuration that matches your current labeling approach
## Get Started Today
Appointment Labels are available now in the Canvas Medical platform. Your existing task label configurations can be extended to support appointments, or you can create appointment-specific labels tailored to your scheduling needs.
Ready to move beyond standard appointment statuses? Start using Appointment Labels to create the granular organization your practice has been requesting.
For detailed setup instructions, visit our[ _appointment management guide_](https://help.canvasmedical.com/articles/4617508394-managing-appointments#appointment-labels-37) and learn more about[ _configuring custom labels_](https://help.canvasmedical.com/articles/7708474806-task-claim-labels).
----- END PAGE https://help.canvasmedical.com/articles/9726289513-fs-appointment-labels


----- BEGIN PAGE https://help.canvasmedical.com/articles/9729293586-carry-forward-questionnaire-responses-physical-exam-review-of-systems-structured-assessment
**_Note: Throughout this article we will refer to this functionality in relation to questionnaires. However, as the title suggests, this functionality also works for Physical exam, Review of systems, and Structured assessment. All of these use the Questionnaire framework._**
Carry forward allows a new questionnaire command to be pre-populated with previous answers to its questions. For example, answers to a PHQ-2 questionnaire can carry forward to the corresponding questions in a PHQ-9 questionnaire. Carried forward responses can be changed, if needed, before committing the questionnaire. The goal of this feature is to reduce the burden of re-entering answers that have not changed, and also enables the user to compare new answers the patient may be providing to prior answers.
### Turn on this feature for a questionnaire
  - Login to Canvas and open up Settings from the triple line menu
  - Navigate to the Questionnaires setting under the Practice section
  - Select the desired Questionnaire
  - Scroll down to the Carry Forward drop down section
  - Select either "Same encounter" or "All encounters"
  - Select Save to update the questionnaire.
**Note:** This admin setting enables automatic carry forward for all future uses of the questionnaire. There is also a single-use carry forward option available through the triple dot menu on individual questionnaire commands, but this only applies to that specific command instance and does not provide ongoing automatic carry forward functionality.
### Use this feature in charting (example)
  - Open an existing note or create a new note
  - Initiate a Questionnaire command
  - Select a Questionnaire which has carry forward toggled on for "All encounters", as above.
  - Fill out the answers to the Questionnaire
  - Create a new note
  - Initiate a Questionnaire command again
  - Select the same Questionnaire again
  - Notice that the answers are pre-populated with what was selected in the first note
## Questionnaire Requirements
  - In order for questionnaire responses to carry forward, the following must be true:
    - System and code must be the same for the question
    - System and code must be the same for the answer choice that is carrying forward
    - System and code must be _unique_ for the answer choice that is being pre-populated. If it is not unique, the system has no way of knowing which one to select.
    - Type of question (single select, multi select, free text) must be the same for the two questions.
    - Answers will only carry forward if they are in a questionnaire that is **committed** and **not entered in error**
## Common errors
  - This feature is configurable by questionnaire. Answers will only carry forward if they come from a question within a questionnaire that has this feature configured to be on.
    - For example, if PHQ-9 has carry forward on, but PHQ-2 does not, then answers will carry forward from PHQ-9 to PHQ-2 and from PHQ-9 to PHQ-9. Answers will NOT carry forward from PHQ-2 to PHQ-9 or from PHQ-2 to PHQ-2.
  - This feature can be configured so that answers carry forward in the **same** encounter only, or for **all** encounters. In the first case, the answer only pulls forward if that question was already answered in the **same** encounter.
    - The use case for carrying forward within the same encounter is if two different questionnaires contain the same questions. For example, a PHQ-2 is completed in an encounter, and then a PHQ-9 is initiated on the basis of the results of the PHQ-2. The first two questions of the PHQ-9 are the same as the questions in the PHQ-2, so the answers can be carried forward.
  - Carry forward has to be turned on individually for **each version** of a questionnaire. If you only turn on carry forward for v2 but not v1 of a questionnaire, then responses that were logged with v1 will not carry forward.
  1. **Confusing single-use vs. automatic carry forward** : The triple dot menu on questionnaire commands includes a "carry forward" option, but this only applies to that specific command instance. For ongoing automatic carry forward behavior, you must enable the feature through Settings > Questionnaires as described above. Using only the single-use option will not provide consistent carry forward functionality across encounters.
## FAQ
Q: Does the questionnaire I'm carrying forward to have to be the same questionnaire or can it be different?
A: The questionnaire with the previous answer can be the same questionnaire or to a different questionnaire as long as the above rules are followed.
Q: What happens to older version of a questionnaire if I enable carry forward for a new version?
A: The older version will **not** automatically have carry forward enabled. Carry forward will need to be enabled for the older versions as well, for that data to be utilized by the carry forward functionality.
----- END PAGE https://help.canvasmedical.com/articles/9729293586-carry-forward-questionnaire-responses-physical-exam-review-of-systems-structured-assessment


----- BEGIN PAGE https://help.canvasmedical.com/articles/9793839746-electronic-refill-requests-approve-deny-ignore
Electronic refill requests allow pharmacies to request medication refills directly in Canvas. When reviewing an electronic refill request, you can approve it, deny it, or ignore it depending on the clinical decision and whether a response should be sent back to the pharmacy.
### What you'll learn
  - What each refill request action does
  - When to approve, deny, or ignore a request
  - How duplicate refill requests should be handled
  - What to do when a request remains in the queue
## Available Actions
Electronic refill requests may include the following actions:
  - **Approve** — Approves the refill request and sends an approval response back to the pharmacy.
  - **Deny** — Denies the refill request and sends a denial response back to the pharmacy.
  - **Ignore** — Dismisses the refill request from the queue without sending a response back to the pharmacy.
> **Duplicate refill request?** If the request is a duplicate and does not need a pharmacy response, use **Ignore** when that option is available.
## Approve a Refill Request
Use **Approve** when the refill request should be accepted and the pharmacy should receive an approval response.
### Step 1: Open the request
  1. Open the electronic refill request.
  2. Review the medication, patient, and request details.
### Step 2: Approve and submit
  1. Select **Approve**.
  2. Complete any required fields or review steps.
  3. Submit the approval.
After approval, Canvas sends the approval response back to the pharmacy.
## Deny a Refill Request
Use **Deny** when the refill request should not be approved and the pharmacy should receive a denial response.
**Common reasons to deny a refill request**
  - The medication should not be refilled.
  - The medication has been discontinued.
  - The patient needs an appointment or additional review before a refill can be provided.
  - The request was sent to the wrong provider or should be handled outside of the current workflow.
### Step 1: Open the request
  1. Open the electronic refill request.
  2. Review the medication, patient, and request details.
### Step 2: Deny and submit
  1. Select **Deny**.
  2. Enter or select the appropriate denial reason, if prompted.
  3. Submit the denial.
After denial, Canvas sends the denial response back to the pharmacy.
## Ignore a Refill Request
Use **Ignore** when the refill request can be dismissed and no response needs to be sent back to the pharmacy.
This is most useful for duplicate refill requests or requests that no longer require action.
### When to use Ignore
  - The request is a clear duplicate.
  - The medication has already been refilled another way.
  - The pharmacy does not need a response for this request.
  - You want to remove the request from the refill request queue without approving or denying it.
### What happens when you ignore a request
  - The refill request is dismissed from the queue.
  - No response is sent back to the pharmacy.
  - The request no longer requires action in Canvas.
> **Don't see Ignore?** The **Ignore** option may not appear for every refill request. If **Ignore** is not available, review the request and choose the appropriate available action, such as approving or denying the request.
## Duplicate Refill Requests
Duplicate refill requests can occur when a pharmacy sends the same request more than once, or when a medication has already been refilled through another workflow while the original pharmacy-initiated request remains pending.
If the request is a duplicate and does not require a response to the pharmacy, select **Ignore** when that option is available.
> **Important:** Refilling a medication separately does not automatically clear the original pharmacy-initiated refill request. If the original request remains in the queue, it still needs to be approved, denied, or ignored.
## Choosing the Right Action
**Approve**
  - Use when the refill should be accepted.
  - A pharmacy response is sent.
**Deny**
  - Use when the refill should not be accepted and the pharmacy should be notified.
  - A pharmacy response is sent.
**Ignore**
  - Use when the request is a duplicate or no longer needs action, and no pharmacy response is needed.
  - No pharmacy response is sent.
## Frequently Asked Questions
### Requests remaining in the queue
**Q: The refill request is still showing after the medication was refilled. What should I do?**
A: If the medication was refilled separately, the original electronic refill request may still remain in the queue. Open the original request and choose the appropriate action: **Approve** , **Deny** , or **Ignore**.
### Ignore option
**Q: Why don't I see the Ignore option?**
A: **Ignore** may only appear when Canvas determines the request can be dismissed without sending a formal response to the pharmacy. If the option is not available, choose the appropriate available action based on the request.
### Duplicate requests
**Q: I received multiple requests for the same medication. Which one should I use?**
A: Review the request details to confirm whether the requests are duplicates. If a duplicate request does not need a pharmacy response, select **Ignore** when available.
* * *
**Keywords:** electronic refill requests, refill request, approve refill, deny refill, ignore refill, duplicate refill request, pharmacy response, medication refill
**Categories:** Clinical Documentation & Commands, Medications, ePrescribing
**Roles:** Providers, Clinical Staff
----- END PAGE https://help.canvasmedical.com/articles/9793839746-electronic-refill-requests-approve-deny-ignore


----- BEGIN PAGE https://help.canvasmedical.com/articles/9810137130-bamboo-health-integration
A Prescription Drug Monitoring Program (PDMP) is a state electronic database that collects, monitors, and analyzes electronically transmitted prescribing and dispensing data submitted by pharmacies within a particular state. This program was implemented by individual state legislation to support the states' efforts in education, research, enforcement, and abuse prevention. For multi-state PDMP registry access Canvas has a Bamboo Health plugin. This plugin provides connectivity to the BambooHealth PMP Gateway and enables healthcare providers to query prescription drug monitoring databases directly from patient notes, retrieve comprehensive prescription histories, and automatically document PDMP checks through structured assessments.
Bamboo is not available for NE, WI, IL, NY. 
The Canvas <> Bamboo integration is not yet available for MA, TN, KY, CA. You can find details on Bamboo coverage [here](https://pmpgateway.zendesk.com/hc/en-us/articles/27192277071891-State-Funding-Integration-Permissions-Map).
## **Provider Enrollment**
To set up the Canvas <> Bamboo integration, Organizations will need to independently enroll their Organization in Bamboo at [_https://connect.bamboohealth.com/_](https://connect.bamboohealth.com/). Administrators can enroll Providers for their organization. The process is self-service, with costs varying by state (free vs. paid) and report type (Gateway vs. NarcScare). Canvas is unable to provide an estimate on cost as the cost is dictated by states. The best way to determine pricing is to review the state cost during enrollment. 
  1. Visit: <https://connect.bamboohealth.com/>
  2. Click 'Create an Account' in the top right-hand corner
  3. Once an account has been created, follow the prompts on each screen to complete the process.
     1. **Add Organization:** Enter org details and provider count.
     2. **Select Vendor:** Choose "Canvas Medical."
     3. **Select States & Report Type:**
        1. **State Funded:** No cost.
        2. **Non-Funded States:** Annual fee per provider, varying by report type.
           1. **Gateway (Basic):** Includes only prescription history.
           2. **NarcScare (Enhanced Analytics):** Adds analytics such as overdose risk score and graphs depending on the state.****
  4. **Billing:** Pay for paid states.
  5. **Review & Sign:** E-sign the agreement between the client and Bamboo.
  6. **State Approval:** The state reviews the application and issues credentials to Canvas.
Some states (e.g., TN, VT) permit only Gateway. Others (e.g., MA, NJ) allow graphs but prohibit the risk score. The [Bamboo state map](https://pmpgateway.zendesk.com/hc/en-us/articles/27192277071891-State-Funding-Integration-Permissions-Map) details these limitations.
## **Bamboo Plugin**
Reach out to our Support team to request the enablement of this plugin. If you are currently in implementation please work with your implementation manager for set up. 
### Key Features
  - **Real-time PDMP Queries** : Query prescription drug monitoring databases for patient prescription histories
  - **Clinical Risk Assessment** : Display NarxCare risk scores for states that support report and clinical alerts for informed decision-making.
  - **Automated Documentation** : Generate structured assessments to document PDMP checks in patient records
  - **Direct Report Access** : One-click access to full HTML reports from the PMP Gateway
### Requirements
  - Provider staff profile will need to be completed as per the instructions in 📄 Preparing Provider Profiles for Enrollment
  - Patient profiles must have First Name, Last Name, and zip code.
  - Bamboo expects providers to have one of the following roles in the table below. These roles must be set up in Canvas in order for PDMP requests to go through. 
**Bamboo Health User Role**| **Canvas - Role Name**| **Canvas - Internal Role Code**  
---|---|---  
Dentist| PMP - Dentist| PMPDEN  
Medical Intern with prescriptive authority| PMP - Medical Intern with prescriptive authority| PMPMI  
Medical Resident with prescriptive authority| PMP - Medical Resident with prescriptive authority| PMPMR  
Naturopathic Physician with prescriptive authority| PMP - Naturopathic Physician with prescriptive authority| PMPNATPHY  
Nurse Practitioner| PMP - Nurse Practitioner| PMPNP  
Optometrist with prescriptive authority| PMP - Optometrist with prescriptive authority| PMPOPT  
Pharmacist| PMP - Pharmacist| PMPPHARM  
Pharmacist with prescriptive authority| PMP - Pharmacist with prescriptive authority| PMPPHARMRX  
Physician| PMP - Physician| PMPPHY  
Physician Assistant with prescriptive authority| PMP - Physician Assistant with prescriptive authority| PMPPA  
Psychologist with prescriptive authority| PMP - Psychologist with prescriptive authority| PMPPSY  
## FAQs
### Why is my PDMP request failing?
The following fields are required to be filled out for a successful PDMP report response:
  - Patient First Name
  - Patient Last Name
  - Patient Zip Code
  - A single PDMP Staff Role (see Staff Roles above)
  - Provider First Name
  - Provider Last Name
  - At least one of Provider DEA Number, Provider NPI Number or Provider State License Number (see [here](https://help.canvasmedical.com/articles/4283873790-add-a-new-staff-member#creating-a-new-staff-profile-6) and [here](https://help.canvasmedical.com/articles/4283873790-add-a-new-staff-member#adding-staff-licenses-29) for setup details)
  - Practice Location NPI Number
  - Full Name of Practice Location
  - Practice Location State
### How long does the credentialing process with Bamboo take?
A state PDMP administrator approves the credentials the current estimate time for this process is 2-4 weeks. Once approved credentials are shared with Canvas directly. 
### Why are some states' PDMP not available?
States Bamboo Health does not integrate with are due to state regulations. NY, NE, and WI all have internal state grown systems that do not allow outside access. In this case, the providers have to register and check that particular state.
### Why was my Bamboo Registration denied?
Common reasons for denial are invalid info (e.g., wrong org type) or an unsigned agreement. Clients are notified and can resubmit.
----- END PAGE https://help.canvasmedical.com/articles/9810137130-bamboo-health-integration


----- BEGIN PAGE https://help.canvasmedical.com/articles/9919617000-managing-referral-contacts
Canvas maintains a global directory of contacts. Each customer can have up to 2 users with direct access to this directory to add or modify existing contacts. Users cannot delete or deactivate contacts themselves, but Canvas Support can assist as needed.
## Logging In
Contacts are managed in the Canvas Medical Science instance. Begin by navigating to <https://science.canvasmedical.com/admin/contacts/contact/> to log in. Once logged in, you'll see a list of active contacts and a search option for filters.
The username and password for managing contacts are different from those for your individual Canvas instance. We recommend saving both logins in a secure password manager.
## Getting Started
Before adding a new contact, search to see if it already exists under a slightly different name. You can search the following fields.
  - First Name (full or partial)
  - Last Name (full or partial)
  - Specialty
  - Fax (10 digits only, no special characters)
  - Phone (10 digits only, no special characters)
  - Notes (full or partial text)
You can also use the filters located on the right side of the page to narrow your search results based on active status or specialty.
## Adding a New Contact
To add a new contact, select `Add Contact +` in the upper right corner. This will open a new contact modal.
Adding a contact requires specific information for optimal use, including 
  - Specialty
    - If the new contact is an Imaging Location intended for use in the Image Command, the specialty must be set as `Radiology`.
  - Provider's First/Last name
  - Business Address with Zip Code
    - A valid zip code is required for contacts to appear correctly in the **Refer Command**. Canvas filters contacts by zip code so an incorrect zip code may prevent the contact from being displayed.
  - Business Fax
Additional fields such as Practice Name, Business Phone, Email, Website, and Notes can be used as desired.
Pharmacies cannot be added as referral contacts. Pharmacy management is handled through Surescripts. If a pharmacy is not available in Canvas, practices should contact the pharmacy directly and request that they register with Surescripts.
![adding contacts](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730587460452-adding-contacts.png-ecf34031-f62f-455a-a33d-c82ed354811f?Expires=253370764800&Signature=R-eLpJ12uMH2Lkgh8CLUoDj3rx7Rb83F56eA82ZChDvH745fcMEgqbVctClI~QAO8OSYN8tvkK-LdVw~VsqAfvc8ipYVSJXgbLcOL7YgBabAE1HuKsBrDlid7QVTpvYrBQLOngkff7AvFjCamRBzkbII2uKgF-qZSMRRgdacZqSsqERXI1nYrFqttWa1e-shHA~VduLMysFHnpKwAX0nL5yEYC-d5Q175Yw3a5lJnKOg6N9rrDcxHtir-ej73fJLOI5DEAJR48Kc47kf6HW-7YuXR9zVD1BQ3EObCQWVn8-mQXzc-wniO1aS6~f9dC66Qc2eeD871CcP~pAj0TGeHg__&Key-Pair-Id=K3NV4LZ47N8M46)
## **Contact Naming Guidelines**
Properly naming a contact is crucial for ensuring it can be easily searched and used in the future. Follow these best practices to avoid errors or confusion:
  - **For Practices Only:** Enter the practice name in the First and Last Name fields (e.g., _First Name: Canvas Medical, Last Name: Family Care_).
  - **Avoid Using "TBD":** Placeholder text like "TBD" in contact fields can confuse staff and referral locations and hinder searches.
  - **Do Not Duplicate Practice Name:** Avoid entering the practice name in all three fields (Practice Name, First Name, Last Name) as this may result in too many characters, causing errors when sending referrals.
Using clear and consistent naming conventions helps streamline referral workflows and prevents issues.
## Modifying an Existing Contact
Search for the contact that needs modification in the search bar at the top, and select the first name highlighted in blue to open the edit page. The following fields can be modified: Business Address, Business Phone, Business Fax, Email, Website, and Notes.
If you need any information modified that you do not have access, please reach out to Canvas Support for assistance.
----- END PAGE https://help.canvasmedical.com/articles/9919617000-managing-referral-contacts


----- BEGIN PAGE https://help.canvasmedical.com/articles/9964004914-document-allergies
The Allergy commands are available to document patient allergies into the patient's chart. 
### Add an Allergy
  - Being within an open note of the desired patient's chart.
  - Type "allergy" 
  - Select the Allergy command by pressing **Enter** on the keyboard or by selecting the command with your mouse.
  - Fill our the respective fields, including
    - Allergy: Dropdown (list managed by Canvas)
    - Severity Dropdown (Mild, Moderate, Severe)
    - Reaction: Free text**(Field has a 512 character limit)**
    - Approximate Date of Onset: Date. Will convert natural language, i.e. "last week" , "2 years ago" or "2015" 
  - Select RECORD to commit the command to the note. 
### Remove an Allergy
  - Being within an open note of the desired patient's chart.
  - Type "remove" or "allergy"
  - Select "Remove goal" from the menu that appears to populate the Remove Allergy Command into the note
  - Select the allergy you wish to update from the drop down menu in the Remove Allergy field
  - Add a rationale if desired
  - Select REMOVE to commit the command to the note. 
### Filter Allergies
  - Being within the desired patient's chart
  - Locate the Allergy Section of the Patient Summary
  - Hover over the Allergy section header to bring up the filter button
  - Locate and click on the filter icon to the right of the header
  - Use the drop down menu to filter by:
    - Active
    - Removed
    - All
  - Click on the filter icon to hide the filter drop down 
## FAQ:
**Q:** I made a mistake, how do I remove this command?
**A:** Commands can be entered in error, but not deleted. Please review the Entering a Command in Error document for directions. 
**Q:** How do I print this command?
**A:** A command can be printed by using the triple dot menu to the right of the command and selecting the print option. 
# Resources
### [Video: Allergy Command](https://www.loom.com/share/c02dff2402ed41539c2aefa006e14bcc?sid=0237abc1-822e-4ab5-9d83-bbd42a8e7bca)
----- END PAGE https://help.canvasmedical.com/articles/9964004914-document-allergies


----- BEGIN PAGE https://help.canvasmedical.com/articles/9992348572-claim-management
Understanding healthcare claims is essential for effective revenue cycle management in any healthcare practice. A comprehensive understanding of claim management helps ensure accuracy, reduce errors, and maintain compliance, ultimately leading to fewer denials and faster reimbursements. This article thoroughly examines the Canvas claim process, including superbill creation and usage, to empower practices to optimize their financial health.
# User's Guide
## Structure of the Claim
### Claim Header
  - Displays key patient and visit details. Actions such as changing queues, snoozing claims, or editing information from the triple dot menu are possible through the header.
  - Click the patient's name to navigate to their profile or the note link to access the associated note.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730816847289-JessScreenshotfromGoogleChromeon2024-11-034%25402x.jpg?Expires=253370764800&Signature=sRl~-52EmhqNo~liu1OlFoqvANjHk7JlDfLs9Loz7vi3kEPYEZmEsnbuCJKciJ5JP9wfNaBVHY2-oZ3s-p-08sZ2nOPeTMDyOERBR3HGhYPF5v5bjvwQ4Z3N8mjo1Vmaw01bDcnSu5lw2jHuqtTjuNeqWMMSs4xTRa8-vF13xOtpkCV4hwZ5twmij6Gy7xV22vfXpB1XCwb4bHFxZfxqgEt5bRijxnM9e7CcALrPYemTF2zR2uV9Sp0Np7cEN0R~AW-L4AJapx7~uRJiEQ4l5DKe5RhngxfnPaj5UVPWIfP6mqZEJnrrABYbRg0oAhLh2JYtx-0TW6L3TLihMIvtmA__&Key-Pair-Id=K3NV4LZ47N8M46)
### Claim Ledger
The claim ledger displays charges, payments adjustments and current balance for payers and patients. The ledger can be expanded by clicking on the **+** next to each payer or patient for a further breakdown by CPT
  - Shows charges, payments, adjustments, and balances for payers and patients.
  - Click the **+** icon to expand sections for a detailed breakdown by CPT codes.
![b.gif](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730598326830-b.gif-e8163d36-c371-4e80-93c7-f60614d110dc?Expires=253370764800&Signature=CFqLLghYK0kpviNVSoAyJGSQQbZx3Zl5Q1KwLu4KmG8YmizvREdxZy02MNMWvRZH2Qt9P38aUuXoJIIVSS4xiea~KoW7r3hN9Yq2gjS4FJQyEpFz0V-dEcpEqY4WXsgSSvBacotgC5moXARG758e-AIsPaEphZfXOBDETk5qPuoSVUaijIKGIGa7bEfVyCQBTk7iH4jHETiJEIRcE9~7LYrZFIH6ACXVKebLbQEAeRD1-eYS2tv3rQ9bEdjAqu6UclPgEPFYAGwQky0~l6EMqX9h8Wd~E9Q8mo3y5qbFFSkZibqPL~hvOkHWmO6nNNzqbnVIcHFNnq5GcxfEgz6UWA__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Hover over CPT codes to view original charge amounts.
![c.gif](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730598377124-c.gif-9a81eec1-367d-4ca5-8f8f-bb66310063f5?Expires=253370764800&Signature=OTNywF2EkoFNNpWYxDMUR-2alQxML6Lx-zfK5IzQEtf7puJGC4gCRiPQRic~CoBj4OzJRi-s3hWBaXwl4PCLHpuM2IZeWv7w0SyJn2hDXDVW1O-hZpFXQM50yR1sAyQhjDiObI5S9UVeJLzldIxBZwOClHLyJfz0eYHr6Xn9we3yxnIbZe6BMw8wC4vuQSnzMOlogZaOUtLt1SqAJ3XxhnHZ3Cm~fFU6wtMkOkVY7trSbwc-d6GqAXzQMcGGV8zd47recPWXvYG8uaysnyXgu6pmYjPnLVs~i-yhEcRapJ~1b~5jHxM0XLXl1CSkLz41vVNWRHIDsPBMOxytc8M4IA__&Key-Pair-Id=K3NV4LZ47N8M46)
As the claim continues through the claim lifecycle, the ledger is automatically updated with allocated amounts, payments and adjustments.
### Charges & Diagnosis
The charges and diagnoses module enables viewing, editing, adding, and removing charges and diagnoses from the claim.
Selecting either the **Charges** or **Diagnosis** button will open the same modal, defaulted to the view that was selected.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F04a643c3-ff5e-4022-a1d3-2fba8190139b-1730816991441-JessScreenshotfromGoogleChromeon2024-11-034%2525402x.jpg-91ee4ca0-873e-448a-bae3-b3a52749ad8d?Expires=253370764800&Signature=WoE5NeX4bSBHlLOy3iAub4LJeGpQL5Cbm-JpKwB7z-jR043bNPBluL6v2oBvJJQW0TM017qMJ4AKP0Ma51bsDHKBkBMsXMwOB~jxK3A~v27HtuyemvJnWNiC1JTIoWWcIEcXY4LanEww7MF4G8wucWOz5De~yzJiNyBwBVBjGfKOXv8fXoCw8kzItJTG5y~8JviJkUqKzMzVc2DGRZFcFdwDAQbOxsbBoIaAEhcTEoTrPVgZfTT3R0d~ick~08ym1edSLBz6HYxcD~Wl8JCKYmFVLLCyAKns9WwsZ7M63dxYwaW-SMwXHACgf2o1QtY7RjyUQgfB-3DtrQ0IIa39pw__&Key-Pair-Id=K3NV4LZ47N8M46)
## Modifying a Claim
Changes made on the claim in the charges & diagnosis modal will only impact the claim; changes will not be made to the note.
### Adding a CPT Code to a Claim
Use the **Add a Charge** tab to input CPT codes, designate charges, and include essential details like date of service, units, and place of service
EPSDT or FP codes with `*` are clearinghouse-compatible, while non-compatible codes will only appear on HCFA forms.
**Note:** If a CPT code fails to save to the claim, verify that the CPT code's short name field in the fee schedule does not exceed 255 characters. Shorten the name in the fee schedule if necessary, then retry adding the code to the claim.
  - **View + Modify a CPT Code** : Use the **Charges** tab to view existing CPT codes and linked diagnoses.
    - To modify, hover over the right side of a line item and select **Edit charge details**.
![2025-01-23_14-08-41.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1737659511661-2025-01-23_14-08-41.png?Expires=253370764800&Signature=ULIW~ECKnhNzKhyVUHkT2ftTAzs0-YGQahAbHy2hiPiLY-Z7M8zUozp1Bs9V9nyJhGluQhTYWItAPjuATJYyYZ2cv-U6uKWWNLfYe1G4BQ1dWEChqcKI7vbjQg0ajrmNRSR6lbQgbQGARQxM46WO-IQ79DLBVBpPCdeFoQeHmlUzlMCdmGeiQeuaSWeRypEol6Z~DrrCiO8UkRhmPh6Dse1b41zvHn4utJ8HNJ4cyd-c-I4npCL4tLktW2t78qtnU8BWz7SpZm5tEm31vvCmnlTQWLhL9trpPbeKCldEvO3gnVeKMxJybEN6St5JXk9BAgLibHwyoOclx2cqYfp5cQ__&Key-Pair-Id=K3NV4LZ47N8M46)
    - Make changes to any field and select **Update** to once the changes are complete
    - To **remove** a CPT code from the claim, click the **Remove** button to the right of the CPT code.
    - If a CPT code need a diagnosis code linked or unlinked to the code, click the link icon in the **Diagnosis** field
![2025-01-23_14-10-47.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1737659454644-2025-01-23_14-10-47.png?Expires=253370764800&Signature=o62xWks41sCoygQd42X9DXGWFXmdNwX98DMqrCBrxifgKhzjFB0GNrnFlRull~adcGO2r5IxUYadcPMbRmZPhKry2yBr3K4R2jGBDqTvgEQ~kjfIJ1bx0cGt-cM0iUhsw9lJegExamjbr56GN1-Rlmefe2xTtzHidiAMEEwdy6dbsHeZyQJgrwp2AAsozlMz0NnXzfWoIrpMpyUiljVPk2dkEflno8Tun-x9plPCyR-Vl0tkSYx4IZzXsqu5GiVvmyWvU4SbWwH13i1aNResI2gjvRW2JcRAIAEonulg7AmGakvXsPomKP7XbWbA5C3rexKsWTX1IulJbW3r-EgGAg__&Key-Pair-Id=K3NV4LZ47N8M46)
If a CPT code is deleted from the claim using the **Charges** modal, and the note is then unlocked and relocked, the removed CPT code will not automatically reattach to the claim. Additionally, an error message will be recorded in the claim activity log. To reapply the CPT code, users must manually remove and re-add it from the billing footer.
  - **View + Modify + Update Diagnosis Codes** : Select the **Diagnoses** tab to reorder existing ICD-10 codes, add new or remove.
    - To make changes click the pencil icon on the right
      - To **add** a new diagnosis code, add the new ICD-10 to the empty field and click **Add Diagnosis**
      - To **update** an existing diagnosis, click into the box with the necessary code and type the new entry
      - To **change** the order of the diagnosis codes, click the number to the left of the diagnosis to open the dropdown and pick the new order
      - To **remove** a diagnosis code, click the **Remove** button
    - Once changes are complete, select **Update**. Clicking outside the box will lose all modifications.
![2025-01-23_14-18-47.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1737660191681-2025-01-23_14-18-47.png?Expires=253370764800&Signature=HH6HFVeGS-H6wyRAX15jfKNYeabAp7wr-S2AyyHE9~WIj0WCagl0whY44DkBx4Z~q8od-BQF1UVglf1LvwEK-Zzs6dPJIN3E03D4zZ70rJsz-zldcidZlgSU~RnDG-Y8dwFm0X-X3jUgnDdG2-iGVbnx-7WB~Tonk4RW3MnUiJQmU5cbhu4rf633MmyOnNDKLE39at4-D9i8MYiuKT0IMC1XNJTINMq~DoA9oKDMEd3ZJ1OLu5A4QCHa7ZFaIhAQeDLkSCkrZozovlXuiZ0tDMv~r018mBlrW1pUjxlJ75~jxgY~GXrY~QklzJC0qA5yfiDoNUMrCkRoJEFbgCGSvg__&Key-Pair-Id=K3NV4LZ47N8M46)
### Documents
Each claim has related documents including statements, receipts and remittances that can be viewed by selecting the paper icon under the claim ledger
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730817015969-JessScreenshotfromGoogleChromeon2024-11-034%25402x.jpg?Expires=253370764800&Signature=luUIb3wYjpWtg9~Lc3blgZLKax5WxdYXD76E~WwDvl6X-TQdyu9k4BSZX2ChGGz8k-eBa75L9PcVoIzw0xY98e7vhOi9OF39j0rRxxOwdDoQRkxwY~enmqibUJoScp18SgM4GOiON7E2k7Oz8oNGAtBWEotDqkXArrVtbl~-7Fpew5mVdYb9IDk6jJsUNN68IwCS6weHN9O-MPq~X9Du4Jl1uJa8RpAM~ctRLv8ONZXqYwuUSGsDeL9M82YW8c0oUmXpP8m-B4U7g-fLX4aaisKUaUhLemVnm7LNBAdDYaOwzbW8n243Q1vMwiq70vU6e8MgG7Cr5mNcbSRCrQXMFg__&Key-Pair-Id=K3NV4LZ47N8M46)
**Document Menu**
  - Receipts are generated for any patient payment activity, such as co-pays or balance payments.
    - Click the document 📄 icon and select **Receipts** from the dropdown.
    - The receipts modal will open with the patient's payment history
    - Click the blue PDF button on the needed receipt
    - The print preview will open to either print the document or save as a PDF.
  - Statements can be generated adhoc from the documents menu. A defined outline of this process is found under **Invoicing and Statements.**
  - Remittances are attached during automatic ERA processing or when an ERA is posted using Post a Remit.
    - Click the document 📄 icon and select **Remittance** from the dropdown.
    - The remittance modal will open with a list or remittances made on the claim.
    - Click the blue PDF button to review the remittance document
**Superbill Document**
A superbill is a critical document summarizing services rendered, diagnoses, and provider details for patient-facing billing or payer submission. It serves as a basis for reimbursement, especially for out-of-network billing.
  - Ensure that all necessary CPT codes and ICD-10 diagnoses are correctly entered in the note or claim.
  - From the triple dot menu of the claim header, click **Print superbill**
  - Superbills include the following components
    - **Patient Information:** Name, DOB, and contact details.
    - **Provider Information:** Name, NPI, and practice details.
    - **Date of Service:** The date when the services were rendered.
    - **Services Rendered:** CPT codes and descriptions of the services provided.
    - **Diagnoses:** ICD-10 codes linked to the services.
    - **Total Charges:** Total amount billed for the services.
    - **Practice Information:** Address, contact information, and tax ID for billing inquiries.
**HCFA/CMS 1500**
The HCFA form is also known as a CMS 1500. The form allows medical physicians to submit health insurance claims for reimbursement from various government insurance plans including Medicare, Medicaid and Tricare.
  - Click the triple dot menu of the patient's coverage.
  - Select **Print HCFA** and choose whether to print with **No background** or with **Claim form background**.
  - The print window open with a preview of the document. From here, the document can either be printed or saved as a PDF.
![2025-01-29_10-31-35.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1738164718990-2025-01-29_10-31-35.png?Expires=253370764800&Signature=Wa5hrzTdfuWGaiGRtQv1oCcO7srPiCRo1BuqnGEpbSZ4ljiOQgZcrscIYwez5A1Tk60OfG6Z1q-24Gu306l4e7jX4ISww8FhY1PuWojEGxQdRnZ3X6~IDGROPozKKLfW6bpyF-xCo9ztuZftTH0-VR7NqI1upTt3NrCJ75u3vt-JMYrGGdGUgmdBkExN5ODyw7VzkC9lpBC~CWUB9SDhd0~fmBuD03bEC4El~ouY18I7-Tq0X3KCZYQstQyZfV9FL1vAK5Xq-qRUeA28hex~y2zD~UFTFkWYmq5XHlzNyDk636St7HOr5c6-3S2HXgerXD1jQwXz3jONCUKhanGo4A__&Key-Pair-Id=K3NV4LZ47N8M46)
**Visit Note**
From the claim, it is possible to print the corresponding visit note.
  - Click the triple dot menu of the note header
  - Click **Print note**
  - The print window will open with a preview of the note. Complete by printing or saving as PDF
### Coverages
The **Coverages** section of a claim provides a clear and actionable overview of patient insurance details and their relation to the claim. It includes tools for managing coverages effectively to ensure smooth claims processing and payment allocation.
  - Coverages will display on claims if the start date is on or before the date of service
  - **Show available coverage** appears if additional active coverages exist but are not linked to the claim
    - If a new coverage is added to the patient profile after the creation of the claim or completion of its associated note, it must be manually linked to the claim.
![2025-01-23_14-46-44.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1737661616083-2025-01-23_14-46-44.png?Expires=253370764800&Signature=QmY8aa69CBfBOvMafmup4k~~ZulukSCA5CvGVtldShiupQ3~phs~L9xHf76Y8A6mqfSApqxeib52Qu4Wsj5jT3cUpaEdUpX78fkJwGQjKkPCZhMjzm34e2l6tcDjEOo-pKmXDx8SvnopH7XqRZbYV2xp6InoB3IMIW8yzsRQ1EvFeg2RRKOVRjnNbdloDCfo3VZNWKw6XjPynXWR2DxLbydxeNaTksSJAPUk0cy9wfai5gb0q2IlxLgQmiiUvcurUAanylj1yjfGOL~gccqOy6zdJne3J3kMT-bH3t9uyB5FYDmzyTM8yqAobWMVK-xT-dhd5GZMrArngjXjntAmsw__&Key-Pair-Id=K3NV4LZ47N8M46)
**Components of Claim Coverage**
Each claim coverage displays the following information for all active coverages shown:
  - **Identify Active Coverage:** Active coverage is highlighted in yellow and updates automatically as the claim progresses (e.g., when submitted to a secondary payer).
  - **Rank of Insurance:** The order in which insurance payers are billed (e.g., primary, secondary, tertiary).
    - Click the triple line menu to the left of the coverage to change coverage positions
The coverage position can also be changed under the **Coverage** heading of the patient profile.
  - **Insurance Plan Details:** The insurance plan name, type, and associated payer ID.
  - **Policy Number:** The policy ID for the linked coverage.
  - **Patient's Eligibility Status:** Confirms whether the patient is eligible under the listed coverage.
    - ✅: Insurance is eligible
    - ⚠: Error occurred running eligibility and [requires further review](https://canvas-medical.help.usepylon.com/articles/5877696655-patient-coverages#manual-verification-56)
    - ❌: Insurance is not eligible
  - **Submission Status:** Indicates whether the claim is submitted electronically or via paper.
**Coverage Menu**
Within the triple dot of each coverage, multiple actions can be managed
  - **Edit Coverage Details** : Update plan details, subscriber information, or resubmission codes.
  - **View Insurance Card** : Displays coverages card image, if applicable
  - **Remove Coverage** : Selected coverage is removed from the claim
  - **Transfer Balance** : Users can transfer balances to or from a coverage by using **Transfer Balance**.
![2025-01-23_14-56-53.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1737662399054-2025-01-23_14-56-53.png?Expires=253370764800&Signature=VlshSVHrRGQq5awxikvgjXsbE7E549ed-NK99Q0QZMxNTYkCw7QwWUjnFFZgzlRg2dA-N8PGGAVBypxXFcNvQB7xtSlXK8dJQSsPCp1~7HMTzZj9~4BQss47-xzLCTJW~vk0R4vOhCwljya9276~dA4HfT-OCw1HcNS7WB1oZDJzAXtRY1sx0NVe6qJvH3nJOjmOX2uYgKuUDBqoTZn4XqkRS6e5jBTVAQj9RFT5yyxqeCEQK5V5uR6D-8XMP6Zm7oPZnkRQzyi73zxKo3K1H0~HpTVZ5WapmgVSRV9Sjbe8pwo3b0MucHUdPg5HnvXSwmLNRZJPNtU8QfWdjeXqhA__&Key-Pair-Id=K3NV4LZ47N8M46)
### Data Table
The claim data table includes easily referenced data including:
  - **Claim ID** : This is sent to ClaimMD to link back to the patient when the ERA is received
  - **Provider NPI** : NPI of provider assigned to the visit
  - **Guarantor** : Person responsible for paying the patient balance
  - **Labels** : Claim specific labels which can be created by following [this process](https://canvas-medical.help.usepylon.com/articles/7708474806-task-claim-labels).
![2025-01-23_15-18-55.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1737663540532-2025-01-23_15-18-55.png?Expires=253370764800&Signature=X2fqWeNthGHbVXechx0oPYM6CHz-MrjJ9rSOc6YMqbnQ8EzpnQd4QWDqzN7WswhtI73BkOqzjjhdi4sp8FSLF~xlaKicue7w0a6Tex5rDumPh-BzxfdOeT~ToN23A8RAeCQLdq3mgA42TBF3TVeWgxBCuwL6XFvttDsuPJZdUwX0MSjzBA6S7yYUi~~M5vqIqlbAPk86LXhonh~Z0R-ubUyVw4oTd2WE0bRHzmObBXAn539u4WhP541PZzKougGRrjhxt1eyDXSi9dF0monlbKmI4gxukgkp9C8~TAi2hwKc8hoe9OwiiC6tYekfdmbtTKjpcX30g3aPGWJrXCENZA__&Key-Pair-Id=K3NV4LZ47N8M46)
### Activity Log
The **Activity Log** provides a chronological record of all actions related to a claim, offering transparency and aiding in troubleshooting.
  - Access the log to view a detailed history of claim actions, including time-stamped entries and associated users.
    - When the author is Canvas Bot, update came in programmatically such as an ERA or a protocol that is in place
    - Some activity log items are collapsed by default, select `see more..` to expand and see additional details
  - Use the **Post a Comment** feature to document decisions or provide context. Comments include the author's name and timestamp.
  - Clicking the table headings will filter the log to its specifications
![2025-01-23_15-32-00.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1737664329654-2025-01-23_15-32-00.png?Expires=253370764800&Signature=W2P8ba6hUbwZgGFCVVAQBJZieGW7hWsPXwzuGNfswEJpGQnLYCOpi501OtV2ihBK6oGAVevlovSgfolEFwo~-AuB4HSZWiL8g3vBPJwa8JWjEdHxfa0XxSNuDAh~fnFuOXJgc5SbPrLemV4Bn7~Rr7rRfm0ow5urOBS1Gs-Jt6GLwwi0yFBXFe8B6B~6zsj3-KGXzy~1D4ea3-8ZWe423~m9gx2pdVUcBhr6z4sxwqbNxYzT7JhqnJaL3qrauCQ-TcQW9WJqkC0gx0l8oJTXQqXrFfb8SnXa7gKzs7Y4Ru8C2-UQVIweMtvWmazxFhkWY4ZsnJaDUpOm0toc0qnpeA__&Key-Pair-Id=K3NV4LZ47N8M46)
### Snooze a Claim
Allows users to temporarily hide a claim from the primary outstanding claims queue. This functionality is particularly useful for managing claims that require delayed follow-up or additional information before action can be taken.
  - Snoozing a claim sets a filter on the queue that temporarily removes the claim from the active view for a specified period.
    - Locate the **Snooze** option in the claim header.
    - Select the desired snooze duration
      - Preset timeframes: 3 days, 1 week, etc
      - Custom date: 1/28/2026
    - Confirm the snooze action to hide the claim from the default queue view.
  - Once the snooze period ends, the claim automatically reappears in the queue for follow-up.
![2025-01-23_15-47-52.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1737665283982-2025-01-23_15-47-52.png?Expires=253370764800&Signature=CTQ~A6hwLW1B9CnC0GdY4wSJGCr6vfEGsd2YotnqsPc77w~tKv7iecSyNbXENB0iKozPLhX5m9NvkIj5Bj18p8a6mQ1Tx-grBuXAodcRzxSlqASqOSQq1hBdIbkGZxvDga8NuS0PBAYhx3vA7ZEo3UVDr5Z6mVybKDqTbgWrFJkbhRQ2XenY1rw4-gtxFy8LoCqgbemiEOVsLK0j6cpE2lCyb2KZwq1Rg5AXZX9E3l~JJJIy7WqBw6tKlVJeE9StanuxZImIxW7Fq9YlWzKS9Y0IHMeO3FHrE9sp8Wevn4xf7diAfHKljlZ8LYshzXXA8O~FC1e6KdyKS6zWIc08aA__&Key-Pair-Id=K3NV4LZ47N8M46)
## Claim Data
Now that we know how a claim is structured, lets review where data on the claim originates. Each claim has an associated note which has a patient, staff and practice location. This information populates the associated claim.
### Patient Information
Patient demographics and coverage information originates from the patient chart and profile. When the associated note is locked, the claim is updated with any current patient demographic or coverage information at that time
  - Patient data required for successful claim processing includes:
    - Name / DOB
    - Address
    - Phone
    - Sex at Birth
  - Coverage data required for successful claim processing includes:
    - Coverage Name (linked to the payer ID)
    - Policy Number
    - Start Date
    - Coverage Address
    - Coverage Phone
    - Relationship to subscriber
    - Subscriber Information
If the subscriber is not the patient, the subscriber will also have a Canvas chart that requires the same patient data as above.
### Staff Information
When a provider is added into Canvas their staff profile must be populated with essential information to accurately populate a claim. Required information includes:
  - Name
  - NPI
  - Group NPI
  - Address and Phone - marked as `use = work`
  - Tax ID
  - Medical License
  - Taxonomy Number (if applicable)
  - CLIA Number (if applicable)
## Modify a Claim
Claims are populated with the information reviewed above from the note, staff, and organization/practice locations. However at times, changes will need to be made to a claim. Within the triple dot of the note header or the triple dot of the coverage details, users can modify the populated information to support the needs of the individual claim
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730817507009-JessScreenshotfromGoogleChromeon2024-11-034%25402x.jpg?Expires=253370764800&Signature=GK4MNJfCx6bI3GjhNIZ0c8liud1Liv-DYky9CBua4qgq8aGdIpjH~ewl27hexiNbXLKLpl~WszP5C9ggfHZDHFGSYI8hd9sYlbtXA7n-87wVCbhJ3d-3vRSCf9yMAcpPdoQ6qNfbIn5EDEBGgukhTs4DqLaN781D7shvGxpl1lI4L1MNfvyPjeqoJwG7J3v95XHtHnTzJmwdarVb~CCY0Xr0ZXeB30tEl2vERuucJ-YDnslGY2eBc9E8lrrsFCNtsi0OonGav~qwa8pn8VOkhfVQf9Cm-UUNdSXiso5M3m7lDdaq-gRXy43A0osJafluPUqzGQ-LOx7PuZbP7BzrLA__&Key-Pair-Id=K3NV4LZ47N8M46)
### Edit Claim Details
Select **Edit Claim Details** to update any accident-related information:
  - **Motor Vehicle Accidents** : Specify the state and date of injury.
  - **Employment-Related Injuries** : Record the date of injury.
  - **Other Accidents** : Select an **Accident Code** and date of injury.
Once you've made the changes, click **Update** to save.
By default, claims are categorized as "not accident or employment-related," so adjustments are required if this information applies.
### Edit Patient Details
In the patient details form, the following fields can be updated:
  - **Patient's First, Middle, and Last Name**
  - **Date of Birth (DOB)**
  - **Sex**
  - **Social Security Number (SSN)**
  - **Phone Number**
  - **Address**
### Edit Provider Details
In the provider details form, the following items can be modified:
  - **Rendering Provider**
  - **Billing Provider**
  - **Referring Provider**
  - **Supervising Provider**
  - **Facility Information**
To bill the claim **incident-to** , set a **Supervising Provider** and turn on the **Incident-to** toggle. The supervising provider can be selected from staff or entered as free text. When **Incident-to** is on, the supervising provider is submitted as the **rendering provider** on the claim's outputs (CMS-1500, 837P, and Candid); the documenting provider stays on the note.
The supervising provider is carried over from the note when the claim is created, and is captured (snapshotted) on the claim at that time — so later changes to the note or the provider's staff record won't alter a claim that's already been created.
After completing the changes, select **Update** to save.
Use the **+** and **–** buttons next to **Referring Provider** and **Facility Information** to expand or collapse these sections as needed.
### Edit Coverage Details
Choose **Edit Details** on the coverage triple dot to modify the following sections:
  - **Coverage Details** : Update information such as **Plan** , **Group** , **Policy Number** , **Employer** , **Type Code** , and **Address**.
  - **Subscriber Details** : Modify **Name** , **Sex** , **Date of Birth (DOB)** , **Phone Number** , and **Address**.
  - **Resubmission Code Details** : Adjust **Resubmission Code** , **Payer ICN** , and set whether to display a **corrected claim on the HCFA header**.
Once all desired changes are made, select **Update** to save.
## Claim Checks
Canvas performs basic claim checks every time a claim is loaded. Claim checks help to ensure the claim is ready for submission to the clearinghouse.
**Issue**| **Description**| **Solution**  
---|---|---  
Patient Coverage Active| This coverage listed on this claim is not active for this date of service.| Investigate the patient's inactive coverage or update the coverage for this claim to one of the patient's active coverages.  
Billing Provider Tax ID| This claim has no Billing Provider Tax ID.| Update the provider details to add a Billing Provider Tax ID.  
Provider Tax ID| This claim has no Rendering Provider Tax ID.| Update the provider details to add a Billing Provider Tax ID.  
Billing Provider NPI| This claim has no Billing Provider Group NPI number.| Update the provider details to add a Billing Provider Group NPI number.  
Provider NPI| This claim has no Rendering Provider NPI.| Update the provider details to add a Rendering Provider NPI number.  
Hospital Dates| This claim has a charge with Place of Service 21 (Hospital Inpatient) and requires a Hospital Admit and Discharge Date.| Update the Hospital Admit and Discharge Dates, or update the Place of Service for the following charges if appropriate.  
Patient Address| Patient address is missing or incomplete.| Update the patient details to add a patient address.  
Patient DOB| The patient's date of birth is missing.| Update the patient details to add the patient's date of birth.  
Workers Comp Auto SSN Missing| This Workers Comp / Auto claim is missing the patient's 9-digit SSN.| Update the patient details to add the patient's SSN, or change the payer if this should not be a Workers Comp / Auto claim.  
Coverage ID| This claim is missing a coverage policy ID#.| Update the coverage details to add a policy ID#.  
Missing Subscriber Address| This claim is missing the required subscriber address information.| Update the coverage details to either add the address information for the subscriber or update the subscriber to "Self" if the patient is the subscriber.  
No Line Items| This claim has no service charges.| Add the appropriate service charges to the claim.  
CLIA number| This claim is billed with lab charges but is missing a CLIA#.| Update the provider details to add a CLIA# to the claim, or remove the lab charges if appropriate.  
Claim Charge Amount| This claim has service charges, but the total billed amount is $0.| Update the billed amount on the existing service charge(s), or add a service charge with a billed amount.  
Missing Diagnosis Code| This claim has no diagnosis codes.| Add at least one diagnosis code to the claim and link the appropriate charges to it.  
Exceeds 4 diagnosis codes| This claim has procedure codes with more than four diagnosis pointers. The clearinghouse will only submit the first four tied to each procedure.| Assign only four diagnosis codes to the procedure code. If the correct ones aren't linked, the claim might not explain the service properly, which can lead to rejections or payment issues.  
Charge Diagnosis Pointer| The following charges are missing a diagnosis pointer.| Add at least one diagnosis code to the claim and link the appropriate charges to it.  
Primary Diagnosis of External Cause Code| This claim has an external cause code as the primary diagnosis.| Reorder the ranking of the diagnosis codes to ensure that the external cause code is not primary.  
Duplicate Diagnosis Code| This claim has duplicate diagnosis codes.| Remove the duplicate diagnosis codes.  
Line Item Units| The following service charges have units < 1.| Update the units to a positive number, or remove the service charge if appropriate.  
NDC Codes| This claim is missing the NDC Dosage and/or NDC Measure on the following service charges that are billed with an NDC Code.| Update the service charge with the appropriate NDC Dosage and/or Measure, or remove the NDC Code from the service charge if appropriate.  
Incident-to Supervising Provider Required|  This claim is marked incident-to but has no supervising provider with an NPI.|  Please add a supervising provider with a valid NPI to the claim, or turn off the incident-to setting.  
Incident-to Supervising Provider Matches Rendering | This claim is marked incident-to, but the supervising provider is the same as the rendering provider. | Please set the supervising provider to the physician supervising the rendering provider, or turn off the incident-to setting.   
Incident-to Place of Service |  This claim is marked incident-to but the place of service is not office (11). Incident-to billing is generally not valid in facility settings (42 CFR 410.26).| Confirm the place of service is correct, or turn off the incident-to setting if it does not apply.  
Incident-to Payer|  This claim is marked incident-to but the payer is not Medicare. Incident-to rules are a Medicare policy and coverage varies by commercial payer.|  Confirm the payer accepts incident-to billing, or turn off the incident-to setting if it does not apply.  
**Issue**| **What it Means**| **Why it Matters**| **How to Fix It**  
---|---|---|---  
Incident-to Supervising Provider Required | The claim is set to bill incident-to, but it has no supervising provider with an NPI.|  Incident-to claims can't be submitted without a supervising provider that has a valid NPI.|  Add a supervising provider with a valid NPI to the claim, or turn off the incident-to setting.  
Incident-to Supervising Provider Matches Rendering| The claim is set to bill incident-to, but the supervising provider is the same as the rendering provider. |  Incident-to requires the supervising provider to be the physician supervising the rendering provider — not the rendering provider themselves.| Set the supervising provider to the physician supervising the rendering provider, or turn off the incident-to setting.  
Incident-to Place of Service |  The claim is set to bill incident-to, but the place of service is not office (11).| Incident-to billing is generally not valid in facility settings (42 CFR 410.26), so the claim may be denied. | Confirm the place of service is correct, or turn off the incident-to setting if it does not apply.  
Incident-to Payer| The claim is set to bill incident-to, but the payer is not Medicare. | Incident-to rules are a Medicare policy and coverage varies by commercial payer. |  Confirm the payer accepts incident-to billing, or turn off the incident-to setting if it does not apply.  
Patient Coverage Inactive| The listed insurance coverage is inactive for the date of service.| Claims with inactive coverage will be denied by the payer.| Verify the patient's active coverage and update the claim accordingly.  
Billing Provider Tax ID| The claim is missing the Billing Provider's Tax ID.| Payers require this to identify the provider. Missing it will lead to rejection.| Update the provider's information to include a valid Billing Provider Tax ID. This will need to be  
Provider Tax ID| The Rendering Provider's Tax ID is missing from the claim.| This identifier is required to process the claim under the correct provider.| Add the Rendering Provider's Tax ID in the provider details.  
Billing Provider NPI| The Billing Provider's Group NPI number is not on the claim.| Payers require NPIs to validate the billing entity. Missing it will result in denial.| Add the Group NPI number to the Billing Provider's information.  
Provider NPI| The Rendering Provider's NPI is missing.| This is necessary for provider identification. The claim will likely be denied.| Add the Rendering Provider's NPI in the provider details.  
Hospital Dates| A charge uses POS 21 (Hospital Inpatient) but is missing admit/discharge dates.| Payers require hospital dates for inpatient services.| Add admit and discharge dates, or change the POS if incorrect.  
Patient Address| The patient's address is missing or incomplete.| The claim may be rejected due to incomplete patient info.| Add a complete address to the patient's profile.  
Patient DOB| The patient's date of birth is missing.| DOB is required for eligibility checks and processing.| Add the patient's date of birth in their profile.  
Workers Comp Auto SSN Missing| A 9-digit SSN is required for Workers Comp/Auto claims.| Without it, the claim cannot be processed by these specific payers.| Add the SSN or change the payer if it's not a Workers Comp/Auto claim.  
Coverage ID| The policy ID# for the coverage is missing.| The payer cannot identify the insurance without this number.| Add the policy ID# to the coverage details.  
Missing Subscriber Address| The subscriber's address is missing from the claim.| This may result in claim rejection for dependent policies.| Add the subscriber's address or update the subscriber to 'Self' if applicable.  
No Line Items| There are no service charges on the claim.| Claims with no charges cannot be processed or paid.| Add appropriate service charges to the claim.  
CLIA number| The claim has lab charges but is missing a CLIA number.| Lab claims without a CLIA number will be denied.| Add a valid CLIA# or remove the lab charges if not applicable.  
Claim Charge Amount| The total billed amount is $0, despite having service charges.| A zero-dollar charge will not be paid or processed.| Enter a proper billed amount for each service charge.  
Missing Diagnosis Code| There are no diagnosis codes on the claim.| Payers need diagnosis codes to determine medical necessity.| Add at least one relevant diagnosis code and link it to the charges.  
Exceeds 4 diagnosis codes| More than four diagnoses are linked to a procedure.| Only the first four are sent; extra ones are ignored, risking denial.| Limit each procedure to four diagnoses or split the charge across multiple lines.  
Charge Diagnosis Pointer| One or more charges are not linked to a diagnosis code.| Charges without a linked diagnosis may be denied.| Ensure each charge points to at least one appropriate diagnosis.  
Primary Diagnosis of External Cause Code| An external cause code is marked as the primary diagnosis.| These codes must be secondary and can't justify the service alone.| Reorder the diagnoses so a valid clinical diagnosis is primary.  
Duplicate Diagnosis Code| The same diagnosis code appears more than once.| Redundant codes take up space and may confuse payers.| Remove any duplicated diagnosis codes.  
Line Item Units| One or more line items have units less than 1.| Payers expect positive units for services. Claims may be rejected.| Correct units to a positive number or remove invalid charges.  
NDC Codes| Charges with NDC codes are missing dosage or measurement info.| NDC claims must include complete data or they'll be denied.| Add missing NDC dosage/measure info or remove the NDC code if not needed.  
## Claim Processing
### Submitting a Claim
  - Move the claim to the **Submission Queue**.
  - Claims in the submission queue are submitted to Claim.MD either:
    - Automatically via a scheduled daily process (setting will need to be configured for this process)
    - Manually by selecting **Batch Actions** and submitting to the clearinghouse.
![Jess Screenshot from Google Chrome on2024-11-07 10.jpg](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730995629320-JessScreenshotfromGoogleChromeon2024-11-0710.jpg?Expires=253370764800&Signature=bvb5SWkbgQTMjnQxhxyPqSYxBny7afKwjmw9WucN1Iq7BveSULBREbWcNO-3ybh5exmaNkgXtAwztM2BaLz~X2IVs9QAOCwRZ448zNcA36JJCy7yVTNU0xzl2fotvMaNCoQ8sxocgBxnuQ6Jf6YS8uvlEgymJtXFryFdW6NSF1iWXl3D8YJEZYtX6TCycT6xUPWLhJZdv1-JKg0VNjxBPp0OpYcCHMxFlJ5lVnEqK112Ysn4UZZ1gqX-ZqDoeg2TvYYCrSD329s7T6ApkSmXZnaKLneO7apEnnq7~HPE1DBuOY8AW7TledpScrDTowO3Ug1Oy3Bwhr5mxz0BhWGvcg__&Key-Pair-Id=K3NV4LZ47N8M46)
If the clearinghouse rejects the claim immediately:
  - The claim will move to the **Rejected Queue**.
  - An explanation for the rejection will appear in the **Activity Log** for review and correction.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730667089751-JessScreenshotfromGoogleChromeon2024-11-036%25402x.jpg?Expires=253370764800&Signature=VfZ2-ky8BlWyETQmM6j7zmnIK9WUgXlLKIY5WW2bmOCuAkJwNHja9coykL8ma2YBuFFkv4qFlAf9e7tlOz0wZ-8i1QsFgce78M~tkgWNy9TgEunL2epmNM08pC3oF3Vh~IhmHkytbqMVRUxtREQLXvx8M4pXBDbprCObCdvBp-xn1WQDBlVCi92HEHeATLYt~iGbwDsZ8ihuH9LicfCFKBKsWC3GSLTQfOnUNHD0hE5qSkEGTxqhNSdB2Rr~kFjsX0DZwX73PwJXUV-M7lBu8layMDETmQzQE84ooUwfpGuuqfxB7386yPp~~sYw8aOE9z-EriurgYkovImbim1mqw__&Key-Pair-Id=K3NV4LZ47N8M46)
Claims can be automatically submitted to ClaimMD each night by setting `nightlyERASubmission` under **Settings** > **Organizations** to `true`.
When a claim is billed **incident-to** :
\- **CMS-1500 (paper):** Box 24J shows the supervising provider's NPI. On non-incident-to claims that have a supervising provider (and no referring/ordering provider), Box 17 shows the supervising provider.
\- **837P (electronic):** the supervising provider rides each charge and is submitted as the rendering provider.
\- **Candid:** the supervising provider is included on the encounter.
### Claim Review Records (CRR Claims)
CRR claims are used when a provider associates more than 12 diagnosis codes with an encounter. The professional 1500 claim format supports only up to 12 diagnosis codes.
  - Split claims can be reviewed within the charges modal of the claim, where diagnosis codes are grouped and associated with their respective CPT codes.
    - Group diagnosis codes and associate them with corresponding CPT codes in the **Charges Modal**.
    - **Link ICD-10 Codes to CPT Codes:** Each diagnosis code must tie to at least one CPT code to avoid errors.
    - **Validate Diagnosis Codes:** Before locking the provider note, ensure all diagnoses are linked correctly in the billing footer.
    - **Avoid Duplicates:** Do not reuse diagnosis codes across primary and CRR claims, as this may result in denials.
  - Submit the CRR claim once it has been thoroughly reviewed. Confirm all diagnoses are appropriately ranked and linked to CPT codes to prevent processing errors.
![](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1730817187641-1730817156603-1730641622276-JessScreenshotfromGoogleChromeon2024-11-032%252525402x.jpg-d4076cad-b0f7-457a-8429-390fbd60f1f6-4b1e9300-4092-42db-8ef9-721a01b235c4?Expires=253370764800&Signature=M2DniZsbCECPGLUpTAXTY1vGYzZ0BZ-hu6I1yeTAs~lSlbW6lVyfGYdUlNbHTd5bs~qH8B8SJPTmPi46u~4Jr7R48qXxTDYeAttTrer7EJM~ZYbIsWGcsSmuSqFjaEYxeDCseMzL5gDoRzhas0JtmGAHP6mdL7qH3rO-G4LW8Pp-0QM~25bGvYVbCZKfbbmgQmYFil3JYDkAPslZs70kO6mhRzZN3uiN-~7wwVXn5hg3BJF4c06eKUZkBiFvPPdgr6PCDoOkvQxC5AsRGpLnOXJPmnAUGiksrOMIoLrRliLmWYJP1KDT~-KOYL6Im-ZnWqcA60pHRN7lnD4TBxrVqA__&Key-Pair-Id=K3NV4LZ47N8M46)
### Automated ERA Processing
ERAs (Electronic Remittance Advice) from ClaimMD are processed in Canvas, which includes preset adjustment groups and customizable **Posting Rules** for specific workflows.
After submission, claims stay in the **Filed** queue until adjudicated. Once processed, they move to the appropriate queue based on the outcome.
### Handling Payer ID Mismatches During ERA Processing
When ERAs are received from a different payer than what appears on the claim (common with out-of-state routing), Canvas may skip processing with the message: "Skipped claim processing for #EFT [number] from [payer]: coverage with remit payer id not found in claim."
#### Resolution Steps
  - **Configure Alternate Payer Acceptance** : Navigate to **Settings > Insurers** and select the original insurer on the claim. Update the **Accept remittances from** field to include the payer sending the remittance. This allows the original coverage to accept payments from the alternate payer.
  - **Update Patient Coverage (if needed)** : If the coverage name needs to change, expire the current coverage and create a new one with the correct insurer name. Simply changing the name on existing coverage will not take effect.
  - **Reprocess the ERA** : Go to **Settings > ERA process jobs**. Click **Process ERA** in the upper right. Enter the check number from the remittance and click **Send**. This will reprocess the ERA and apply the payment to the claim.
**Note:** This process is particularly common with Blue Cross Blue Shield plans that route out-of-state claims to the appropriate regional plan for processing.
#### When to Use This Process
  - ERA processing fails due to payer ID mismatches
  - Claims are routed through different regional payers
  - Out-of-state insurance plans process claims through local affiliates
  - The remittance shows a different payer name than the original claim coverage
By default, **Contractual Obligation (CO)** adjustments go to the **ADJUDICATED** queue as write-offs. Custom **Posting Rules** can override this behavior for specific adjustment codes.
Payments and adjustments follow defined **Posting Rules** ; if none apply, the claim moves to **ADJUDICATED** for manual review.
  - **HISTORY** : No balance remains for any coverage.
  - **SUBMISSION** : A balance remains for secondary coverage. As long as remit code 19 is not listed, the claim is forwarded to the secondary insurer.
  - **PATIENT** : Only a patient balance remains.
  - **ADJUDICATED** : Adjustments flagged for manual review.
  - **REJECTED** : Claim rejected by the insurer.
[**Contact Canvas Support**](https://portal.usepylon.com/canvas-medical/forms/standard) to disable automated ERAs.This modification will require manual processing of these entries.
### Resubmitting a Claim
Resubmitting corrected claims ensures accurate reimbursement. To resubmit:
  - Make necessary corrections to the existing claim.
  - Click the triple dot menu on the coverage
  - Select **Edit Claim Details**
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749769448148-image.png?Expires=253370764800&Signature=skn0fWXSNsNHCCkVM~zZPPqe3ldfa4QfvFeP2ssn2oYrid0CMEI0zz5vJfB61i5dMs-GiVvOp9sDY4zrmnYH9ZN-x4SPuWiyPnClmMK-Izzo5HRn8sDbfwy9iUk2VOindYF6bNMKVOpfq0b~h5PKpVzAGF3WrU87ZENpPWgnkScgJrx-aXSG5GMdupTaTJ1EI2nA4~6o12K5e8OeB4ESVn3jx~dY7uYotN0j4B9NveWsFTsXSnsKIFciUuHFG4eCv56~O7htKmTU4Sx5eYZMFGinoo901wpi7TQI2mFs7fPR0m2FnZuoS-th~fyv7jEIp8ks8wNIvf-QKiBLT6DSrg__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Choose an appropriate **Resubmission Code** , such as:
    - **Corrected Claim**
    - **Replace Submitted Claim**
    - **Voided Claim**
  - Enter the payer **ICN** if available and enable the "CORRECTED CLAIM" header on the CMS 1500 form if required.
![image.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1749769830612-image.png?Expires=253370764800&Signature=Jmizbmq0Z01FhneanSk1~u5QsMMNk3ImQcUsFvc3yQVQYF7cRqFOJthxZ1vusj7H3W9OJ3W71lyPK4GVlDtgqyAcJd5~3nGNm4lyVwyfHGutgYqIs-2WeKRd6Q96NkVpau1AL5lTZlVNl8Z1QtrNOqu8xFht7PnzIPRGMBQBuIdnFF~Foit5eAdn4NQGS1SiKARAKyzzzWC0vNjwYTPrhipdJthvmpvokLRF4Ly3WdvK5xzK0Zidhe3YAUb1Qt3JpnH9OB0ssKo4kE1NK-aSFS0M1GMskM2eNN3Kv5Rrl6gmoN25pXuHnNICl6X5N1Dn9m39GcQoDABYUHjl7VL1MA__&Key-Pair-Id=K3NV4LZ47N8M46)
  - Save changes, verify updates in the **Activity Log** , and move the claim back to the **Submission Queue**.
### Create a Posting
When handling claim adjustments and payments, there are times when a posting must be created manually to reflect specific payment details accurately.
  - **Select a Payer:** Choose from the dropdown and add a payment description for clarity, if helpful
  - **Enter Payment Details:**
    - **Amount**
    - **Payment Method**
      - **Cash** : Enter the deposit date
      - **Credit Card** : Include the cardholder's name and card number
      - **Checks** : Provide the check number, check/EFT date, and deposit date.
      - **Other Methods** : Simply add a description to identify the payment source.
  - **Add Adjustments:** Select the appropriate **Adjustment Type** from the dropdown.
    - Adjustment types are categorized based on posting rules and include behaviors like **Write-Offs** , **Transfers** , or **Non-Write-Off Adjustments**.
      - **Write-Off Adjustments:** Use for contractual obligations or payer-initiated reductions.
      - **Transfer Adjustments:** Apply for deductible, co-pay, or coinsurance amounts transferred to the next payer.
      - **Non-Write-Off Adjustments:** Use for payer-specific reductions that require special handling.
    - If the adjustment deviates from the predefined posting rules:
      - Describe the reason for the deviation clearly in the **Description** field.
      - This ensures transparency and proper documentation for future reference.
  - **Save and Submit:** Once all details are filled in, submit the posting. The payment and adjustment will now reflect in the **Claim Ledger** and appear in the **Activity Log**.
To get the **Adjustments type** dropdown to appear, type into the field.
![2024-12-06_09-01-19.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1733495371615-2024-12-06_09-01-19.png?Expires=253370764800&Signature=NYQYrF2tMunUZnTwPMPewxBHalSLXbviLujZMzZFtB4Wv5ErtiZaI1s9gO0EhiHSlsN69EBWxfq-Ij5jGlCpuMmy-ZSnPAM4qL6jE3hQPVwjD33to1wG3EHjXRqWy11h9PGVxp8TURQIef7HyKF2Im~eEKZKS8JxvnZ76vwFrTqLLQLx1NL7E9V7Ih0eaM5kyfgRSf7XFTduE0CZRy8G1oLcXjQBgUvE5mQ9ifpiq-PVbbUrknz53ILfEivrvvqqTl5PMHJO0kHRQ3Fe8Z93eDyMeNnAEopTC-EZ~0-pWb5iI0D71RPtuHsueLJesSxxHWT70D4x6vr6Trn9fkPxpg__&Key-Pair-Id=K3NV4LZ47N8M46)
### Correct a Posting
When an existing posting requires adjustments or corrections, the **Correct Posting** feature allows you to update payment or adjustment details accurately. This ensures the claim ledger remains up to date and reflects accurate balances.
  - **Locate the Posting**
    - Navigate to the claim's **Ledger** section.
    - Expand the relevant posting by selecting **See More** next to the entry.
  - **Select the Correction Option**
    - Click on **Make Correction** to enter the editing mode
    - The posting will switch to an editable table, allowing changes to specific fields such as payment amount, adjustment amount, or payer details.
  - **Edit the Fields**
    - Update the necessary details. Common corrections include:
      - Modifying the **Payment Amount** : Adjust the payment to reflect the correct amount received.
      - Changing the **Adjustment Amount** : Revise incorrect write-offs or transfer amounts.
      - Updating the **Payer Information** : Correct errors related to the payer or remittance data.
  - **Validate Changes**
    - After making updates, click **Correct Posting** to confirm the changes.
    - This action opens the **Summary of Corrections** modal.
  - **Review in the Summary of Corrections Modal:**
    - Verify all details before submitting. The modal displays:
      - **Type of Correction:** Identifies whether it's a payment or adjustment update.
      - **Original Amount:** Shows the previous value for reference.
      - **New Amount:** Displays the updated value entered during the correction.
      - **Amount Corrected By:** Highlights the difference between the original and new amounts.
  - **Submit or Reset:**
    - **Submit the Correction:** If the corrections are accurate, select **Create a Posting** to finalize the changes.
    - **Reset the Changes:** If there are discrepancies, click **Reset** to discard the edits and revert to the original values.
  - **Confirmation and Activity Log Update:**
    - After submission, the corrected posting is saved and reflected in the claim ledger.
    - The **Activity Log** records the correction, including details of the changes, the user who made them, and the time of the update.
### Post a Remittance
For claims that are not automatically processed via an Electronic Remittance Advice (ERA), the **Post a Remit** feature allows users to manually record payments and adjustments. This ensures the claim ledger remains accurate and up to date.
  - **Access the Post a Remit Form:**
    - Navigate to the **Revenue** section and click the green **Post a Remit** button to open the **Post a Remittance** form.
  - **Enter Payment Details**
    - Input essential payment information, including:
      - **Payment Amount:** The total amount received from the payer.
      - **Check Number or EFT Number:** Unique identifier for the payment.
      - **Insurer/Payer Name:** Select the payer responsible for the remittance.
      - **Payment Method:** Choose from available options:
        - **Credit Card**
        - **Check/EFT**
        - **Other**
  - **Attach Digital Documents (Optional)**
    - Upload a copy of the remittance advice or related documentation for reference.
    - This ensures easy retrieval and supports future audits.
![2025-01-24_12-04-21.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1737738270616-2025-01-24_12-04-21.png?Expires=253370764800&Signature=YhULRLBsplLDxrl~9kqXW5vtSvcGKLQVfZ4U41wHhLW~VMD8gYj5Wj26SvAD6RS67tYPY5thcOwGaiYEnWy3xUbikKHvSzAPM6senbgXVhdOO87PPdHr8XlXXW5uovXFerD6j~cGZAIBxZwNljI43lYno5mtR47aYaVGfZIn0XZ1FFmEbGzFcaFTS7zVl0UL8p4FSyYrcPnsKnCZM~UL4tchabDcuHAm1wR4CSjPhhJ2Yd3Br~82I9Zg9kZmwxzgkh74ljBGpXPlOmJKEFPECn2eMKv15WdKVmxdNe~0Q1Y7VksqbQh~6lzeFyKJepGxbycpogQLHMHV1H93bcWNOw__&Key-Pair-Id=K3NV4LZ47N8M46)
  - **Link the Remittance to Claims**
    - Select **\+ Add a Claim** to associate the payment with one or more claims.
    - In the **Find a Claim** modal:
      - Search by patient name or Claim ID
        - Only claims with active coverage linked to the selected insurer will appear.
      - Review details, including claim ID, date of service, patient name, provider, charges, and current queue status.
        - If needed, click on the Claim ID to view more details in a new browser tab.
      - Click **Select** on the appropriate claim to link it to the remittance.
![2025-01-24_12-03-21.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1737738207908-2025-01-24_12-03-21.png?Expires=253370764800&Signature=QqVGixJ9p6bmq8Ya8AAt-dCvfp9Qbizkft9oFg68mMb3Sq7Vm3dWt1abSYON~y-29ggmXXaPXt3nEH3~ptRazshCtz1~cU3xiC5JmUWZQ~DV4X2HxfQt80bKi93uT5TmdBYA7zF9YGTjCkCnQaRRqrPUwF9N~duUYW6x~nMqUbdQYaWKIH8Zz43h6D7uvxNCQFiWKw~Nbg9k18rO3nm9-DvK24crDA2bac7F-G3xpeWMNtxqhcI~vicO6u3-ooA5vcrjGrl0rlMtrX9GtYycwmjPgsmV9~NM2tPLDFG8u6xPhBDph~yV~ud5hVsO7BVyOaakGDE~D6TUckEn3stQaw__&Key-Pair-Id=K3NV4LZ47N8M46)
  - **Allocate Payments and Adjustments**
    - Once the claim has been identified and selected the correct claim, the **Record Claim Payments and Adjustments** modal will appear.
      - Enter the payment description (optional).
      - Specify payment and adjustment amounts.
      - Select the **Adjustment Type** (e.g., write-off, transfer, non-write-off).
      - If a balance remains:
        - Designate where it should be transferred (e.g., to the patient or secondary payer).
        - Use the **Write-Off** checkbox if applicable.
    - For claims with multiple codes, add or remove adjustment lines as needed.
    - Choose to either automate the claim's movement to the appropriate queue or manually set it
  - **Submit the Claim**
    - Prior to submitting, ensure the recorded payments match the total payment amount on the remittance. Click **Submit** to finalize the remittance, and the claim will be updated accordingly.
## Invoicing & Statements
### Creating a Statement
Patient statements are vital for collecting outstanding balances and providing clear communication about payments owed. Canvas Medical offers several options for generating and distributing these statements, ensuring flexibility for various practice needs.
#### Methods for Generating Statements
  - **Manual Batch Processing** : Generate statements in bulk, ideal for end-of-cycle processing or managing large batches of outstanding balances.
    - To create batch statements:
      - Navigate to the **Statements Batch Processing** option in the **Revenue** section.
      - Select and process all eligible statements based on your criteria.
    - This method is perfect for periodic billing workflows or addressing multiple accounts simultaneously.
  - **Automated Processing** : Send statements via email or physical mail programmatically.
    - This set up will need to be configured by the practice's admin. See Automated Invoicing below for configuration process.
    - Patients will need to have a valid email and/or postal address for statements to send successfully.
  - **Ad-Hoc Printing** : Allows users to print individual statements directly from a patient's record for streamlined access.
    - This feature is ideal for urgent or on-demand requirements during patient interactions, such as visits or follow-ups.
    - Statements can be quickly generated from either the patient profile or the claim section within the system.
      - Select the document icon 📄 to access the statement options.
      - Choose **Statement** from the dropdown menu.
      - Click **Create Statement** in the Statement modal to generate and download a new PDF version of the statement.
# Setup & Configuration
## Configuring Organization and Practice Locations for Billing
Practice locations in Canvas can populate claims with location-specific information or select `Bill through organization` in the **Practice Location** setting, which defaults to the information captured on the organization profile. Required information includes:
  - Full & Short Name
  - NPI
  - Tax ID
  - Address
  - Phone
If notes require a different name, NPI, taxonomy or address this can be completed on the Practice Location profile
  - Billing location name
  - Group NPI number
  - Taxonomy number
  - Address / Phone with `use = billing`
On the practice location, there is the option to `Include ZZ qualifier for taxonomy code` when submitting a claim. When checked, the claim will automatically include the ZZ Taxonomy Qualifier.
If updates are made to the Practice Location page after a note is created—such as changes to address, billing name, or "Bill through organization" settings—these must reflect on the claim. The claim can manually be updated, or unlock and re-lock the note to incorporate changes. If the note isn't ready to be locked, use the **Push Charges** button to update the claim if enabled.
**Box 33a and Box 32a**
Box 33a and Box 32a serve distinct functions on the CMS 1500 form.
  - Box 33a is designated for the Billing Provider's National Provider Identifier (NPI), sourced from the Group NPI on the organization's configuration page, and is mandatory.
  - Box 32a is used to input the Service Facility NPI and is only required when it differs from the Billing Provider's NPI.
    - If a provider's individual NPI needs to be included in Box 32a, this can be accomplished by creating a new location with the specific details or updating these details in the provider profile.
Review below for CMS 1500 form fields based on billing through practice location or organization.
**Form item**| **Bill Through Organization == True**| **Bill Through Organization == False**  
---|---|---  
25| Organization tax id| Note location tax id  
32| Note location billing or first address| Note location billing or first address  
32 a| Note location npi_number| Note location npi_number  
33| Organization billing address or first address| Note location billing address  
33 a| Organization group npi number| Note location group npi number  
33 b| Organization group taxonomy number| Note location taxonomy number  
## Creating a Posting Rule
Posting rules help manage adjustment codes to monitor payments and adjustments efficiently. Canvas provides preset adjustment groups, but users can add customized posting rules to suit their workflows.
  - Regularly updating the posting ruleset can reduce manual work and keep rules relevant.
### **Adding a Posting Rule**
  - Navigate to the **Quality & Revenue: Posting Rules** setting
  - Click the **Add Posting Rule +**
  - Complete the fields
    - **Description** : How the posting rule will display in Canvas
    - **Adjustment Group** : Explains the adjudication of the claim
      - Contractual Obligation
      - Other: Adjustment
      - Payer Initiated Reductions
      - Payer Responsibility
      - Collection Write-Off
      - Courtesy Write-Off
      - Credit
      - Transfer
    - **Adjustment Code** : Reason a claim or service line was paid differently than it was billed.
      - To review a list of all common adjustment codes visit [X12.org](https://x12.org/reference)
      - Individual payers may have specific posting rules as well.
    - **Behavior** : Action when posting rule is used
      - Write off adjustment
      - Non write off adjustment
      - Transfer adjustment to next payer
    - **Payer Order** : Which payer to apply the posting rule to
    - **Transactor** : Specific insurer the posting rule applies to
    - **Automated Action Review** : Posting rule will automatically apply to claim when applicable
### **Updating a Posting Rule**
  - Navigate to the **Quality & Revenue: Posting Rules** setting
  - Select posting rule that needs to be updated
  - Make any necessary changes and save
The following posting rules are created by default in all environments:
**Name**| **Adjustment Group**| **Adjustment Code**| **Behavior**  
---|---|---|---  
CO-45| Contractual Obligation| 45 - Charge exceeds maximum allowable or contracted fee arrangement| Write-Off Adjustment  
CO-253| Contractual Obligation| 253 - Sequestration| Write-Off Adjustment  
CO-144| Contractual Obligation| 144 - Incentive adjustment| Write-Off Adjustment  
CO-131| Contractual Obligation| 131 - Claim specific negotiated discount| Write-Off Adjustment  
PR-1| Patient Responsibility| 1 - Deductible amount| Transfer Adjustment to next payer  
PR-2| Patient Responsibility| 2 - Coinsurance amount| Transfer Adjustment to next payer  
PR-3| Patient Responsibility| 3 - Copayment amount| Transfer Adjustment to next payer  
PR-44| Patient Responsibility| 44 - Prompt pay discount| Write-Off Adjustment  
PI-24| Payer Initiated Reductions| 24 - Charges are covered under capitation| Write-Off Adjustment  
OA-23| Other Adjustment| 23 - The impact of prior payer(s) adjudication| Non write off adjustment  
**Limits of Posting Rules:**
  - Tasks are generated if a remit states "Claim not found" or "Payer not found."
  - Claims with new line items require manual review in the **Adjudicated Queue**.
## Configuring Automated Invoicing
### **Enable Automated Invoicing**
  - [Contact **Canvas Support**](https://portal.usepylon.com/canvas-medical/forms/standard) to request activation of automated invoicing for the practice.
### **Configure Initial Delay After Service Date**
  - The delay for sending the first invoice can be customized in the **Practice: Organizations** settings
    - Update the **patientInvoiceSendDelay** configuration with a specific value, such as `{"days": 0}`.
    - Default setting: **0 days** , which ensures invoices are sent immediately after the service date.
    - Practices can increase the delay period to allow a grace period before patients receive their first invoice.
  - **Important Callouts**
    - The send delay is based on the date of service, not the date when the balance was transferred to the patient.
    - Invoices are sent to all patients with an outstanding balance, regardless of the billing queue.
![2025-01-27_17-35-36.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2Faed6655a-6c15-4086-8644-865fcb3efd78-1738017374117-2025-01-27_17-35-36.png-e01f1b01-6361-4db4-ab96-f563cf9a0b54?Expires=253370764800&Signature=PpJ4YSO3ZsxEbCsRIrd9P24PBLRoFwEi42J68dm-mJ1QMwAqg-oG10V7n8~YEYnGZc86LSjAUZ5nQrr6GygHXeftjFTyg1Vgs~tXyXahPDe7253briieOlHKytaqJJC5MrLTv0BoEkw0EPRTpiWrojRQsfWPsCNls9HXT2e4HhTQIFtpSJQ004fvMpdhMZDElOm6r5s2hMXio2DqrLePOYuc-PqrQekfP5iDM67E9P6xiC-dr2Dz2NjvKy84rFcUGziZy4Y~UdRuqE8vSzA0RfCvduQ5aCUu8B-nZfw5PP48~TRCYAlLYWkGOG~7UbIJ-dWoXCEglejD7Z47h7yV6w__&Key-Pair-Id=K3NV4LZ47N8M46)
### **Set Frequency of Sending**
  - Adjust the frequency for reissuing statements by updating the **INVOICE_INTERVAL** configuration available in **Constance: Config**.
    - Defines the interval at which subsequent statements are sent after the initial invoice is dispatched.
    - Default: **15 days**
    - Modify the interval to reflect the practice's specific billing cycles and operational preferences.
![2025-01-27_16-45-48.png](https://assets.usepylon.com/84c53ca2-da3b-430f-948b-e6d0548f2119%2F1738017198076-2025-01-27_16-45-48.png?Expires=253370764800&Signature=vfHKRtWuO2Usb09Ba95DJIlVjvoeaoMdeYjxAm2at-Zzo5qMRHObDB0xjM7oV2L0X2rbZqLnrOC74ttO1~F09ZzL-JLGG2QC9HZn6oNo-lV3ZG93J8YedjCFagCZfKgRNlQRGbaP3K5vojWe~IiMivHrwrf91ncZZOoK88YMe5HgtuJL7V9QjF~YchEjNl8jK-cnQuKIVGahVaZ9pb~DE2lCOz8iYWSf7y7XlqBmek049blXhpzq~gE9UE-llWyyRcA-YofxJZrXGPGWj~zUf7~zPf3N8dw0rE6cmrQ-fJDyyANfQ6kmg0mWBmx3u0OA7d6en4v4bmdzlI1E9eY1Lg__&Key-Pair-Id=K3NV4LZ47N8M46)
## FAQ
**Q: Why was my claim returned to the coding queue?**
A: When notes linked to claims are unlocked and then relocked, an automated process moves the claim back to the coding queue. This ensures that any billing changes are accurately reflected on the claim.
**Q: Where do I find a remittance document?**
A: The remittance document is accessible in the document icon below the claim ledger and in the posting itself.
**Q: What should I do if a claim is listed twice in a remittance**?
A: If a claim appears more than once in a remittance, no transactions will be recorded for the duplicate entry, and the Canvas Bot will add the following comment: _"Skipped processing duplicate account number in remit."_
**Q: What happens if I accidentally manually post an ERA?**
A:**** You can manually post an ERA as many times as you'd like, but Canvas will not create duplicate postings on the claim.
**Q: Why is a claim in my adjudicated queue?**
**A:** All claims that have an adjustment code that is part of a ruleset where **automated action review** is checked will display in the adjudicated queue for manual completion.
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