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Clinical

  • Immunization
  • Syndromic Surveillance
  • Patient Charts
  • Audit Reports
  • Protected: Technical Documentation for Data transfer from clinic to PMS Dashboard
  • Deployment Build Number: – 2923-2942
  • Admin Module
  • Deployment Build Number: – 2898 – 2921.
  • Deployment Build Number: – 2884 – 2897
  • Clinical & User Details data communication through API From the Pertexa Application To Connect-EHR Portal/Product
  • How to Add New User in Admin Module?
  • ConnectEHR Enterprise 2015 Edition – Portal User Documentation
  • SR Faxing Configuration Document
  • Deployment Build Number: – 2826 – 2845
  • Labs for Internal use.
  • Management/Supervisor Menu Tasks
  • Super-Notes
  • Work Flow – FROM MA / NURSE TO PROVIDER IN DOCPAD
  • APPLICATION’S BUILD INFORMATION NUMBER 2675 – 2695
  • Personalize the Software Settings
  • Application’s Build Information Number 2665 – 2670
  • Transition Of Care
Chief Complaint (CC)
  • Chief Complaints
Diagnosis (Dx)
  • Problem History
  • Diagnosis (DX)
Face Sheet
  • Advanced Directives
  • Complaints
    • Chief Complaints
    Current Medications (Meds)
      Add Meds
      • Prescriptions (Rx)
      Discontinue Meds
      • Prescriptions (Rx)
      Medical Reconciliation
      • Prescriptions (Rx)
      Refill Meds
      • Prescriptions (Rx)
    Family Social History (FHx/SHx)
      Family Hx
        Brother, Sister
        • Family History and Social History
        General
        • Family History and Social History
        Grand Son/Daughter
        • Family History and Social History
        Maternal and Paternal Grand Mother/Father
        • Family History and Social History
        Maternal and Paternal Uncle/Aunt
        • Family History and Social History
        Mother, Father
        • Family History and Social History
        Nephew, Niece, Other
        • Family History and Social History
        Son, Daugher
        • Family History and Social History
      Social Hx
        Alcohol, Drug, Vaping Use
        • Family History and Social History
        Education
        • Family History and Social History
        Family Dynamics
        • Family History and Social History
        Marital History
        • Family History and Social History
        More
          Caregiver, Disability, Functional Status
          • Family History and Social History
          Dietary History, Financial Status, Military History
          • Family History and Social History
          Living Situation, Travel History, Exercise
          • Family History and Social History
          Psychosocial Stressors, Family Issues, Social Support
          • Family History and Social History
        Non-Smoking Tobacco Use
        • Family History and Social History
        Occupation
        • Family History and Social History
        Occupational History
        • Family History and Social History
        Sexual History
        • Family History and Social History
      Social, Psychological, and Behavioral
        Alcohol Use
        • Family History and Social History
        Depression
        • Family History and Social History
        Exposure to Violence/Partner Abuse
        • Family History and Social History
        Financial Resource Strain
        • Family History and Social History
        Level of Education
        • Family History and Social History
        Physical Activity/Exercise
        • Family History and Social History
        Social Connections and Isolation
        • Family History and Social History
        Stress
        • Family History and Social History
    Implantable Device
    • Implantable Device
    Past Notes
    • Reviewed Note Popup
    Results
      Pending/Final
      • Results
      View
      • Results
    Risk Assessment
    • Risk Ax
    Surgical Hx
    • Surgical Hx
    Take Vitals
      BP, Diastolic, Temp, LMP
      • Vitals
      Pediatric Growth Chart
      • Vitals
      RR, Height, Weight, BMI
      • Vitals
      Waist, Pain Scale, 02 Sat, Heart Rate
      • Vitals
    Update Allergies
    • Allergies
History and Present Illness (HPI)
  • History of Present Illness
Note
  • Note
Orders
  • External Labs
  • Orders

Practice Management

  • Protected: Technical Documentation for Data transfer from clinic to PMS Dashboard
  • To Do [TD] Workflow
  • No Place of Service (POS) on new Charges
  • No Output on Report Preview
  • Charge/Payment Void
  • Quick Claim
  • ERA Processing
  • Quick Search
  • Warnings and Error Messages
  • Custom Field Definitions
  • Controlling Data Entry
Appointment Reminder
  • Docs Coming Soon!
Statement Printing
  • Docs Coming Soon!

Getting Started

  • Getting Started with the Records Manager

Procedures (Proc)

  • Procedure (Proc)

Physical Examination (PE)

  • Physical Examination (PE)

Prescriptions (Rx)

  • Steps to authorize a User for e-prescription (enter NPI)
  • Prescriptions (Rx)

FAQ's

  • Steps to authorize a User for e-prescription (enter NPI)
  • No Place of Service (POS) on new Charges
  • No Output on Report Preview

Vendor Shop

  • Getting Started with PertexaIQ
  • Add A Doctor
  • Products
  • Setting Up Your Store

Billing Bridge

  • Billing Module Functionality.
  • Docs Coming Soon!

Clearing Gateway

  • Docs Coming Soon!

Automated Revenue Recovery

  • Docs Coming Soon!

Clinical Quality Measures

  • Docs Coming Soon!

Insurance Verification

  • Docs Coming Soon!

Integrated Faxing

  • Docs Coming Soon!

MIPS Dashboard

  • Docs Coming Soon!

Patient Portal

  • Docs Coming Soon!

Secure Direct Messaging

  • Docs Coming Soon!

Records Manager

  • Unlinked Test Results
  • Past Notes
  • Create Documents and How to attach result with schedule order?
  • Home
  • Docs
  • Vendor Shop
  • Setting Up Your Store

Setting Up Your Store

Table of Contents
  • Store Details
    • Section Summary
    • Instructions
    • Store Payment Details
      • Section Summary
      • Instructions
      • Store Branding
        • Section Summary
        • Instructions
        • Store Shipping Details
          • Section Summary
          • Instructions
          • Store Policies
            • Section Summary
            • Instructions

Store Details #

My Store Dashboard > Settings > Store

 

Section Summary #

This is where you include all of the information about your clinic. Also includes a bit of information about the clinicians that work there.

 

Instructions #

  1. Complete the various text fields. This information will be available under the header for your shop page, as seen below
  2. Do not select “Enable opening hours” or “Enable vacation mode.” These options are instead controlled by the clinician/resource schedule, as set up here

  3. You can add a store notice that displays at the top of the shop page by selecting “Enable Store Notice.” Add the content you would like to be displayed in the notice. You can include links by highlighting the text you want to apply the link to and then clicking the link icon as displayed here

  4. Select “Save Changes” when finished to save your progress

 

Store Payment Details #

My Store Dashboard > Settings > Payments

 

Section Summary #

This is where you add your payment details. Pertexa uses this information to send your earnings to you.

 

Instructions #

  1. Complete the various text fields. You do not require a PayPal account, but we recommend having both a PayPal account and bank account details added so there is no lapse in payment to you

  2. Select “Save Changes” when finished to save your progress

 

Store Branding #

My Store Dashboard > Settings > Branding

 

Section Summary #

This is where you add your store icon/logo and banner. The store icon will be used on all emails sent to your patients letting them know that they purchased the product from you. If there is no icon or banner added, it will display the following

 

Instructions #

  1. Select the “Add Store Banner” link and upload a banner. We recommend the dimensions 1048 x 250 pixels for the banner. If you do not have a banner and would like to create one, you can build one using the free service Canva.com
  2. Select the “Add Store Icon” link and upload an icon. This logo should be 250 x 250 pixels. If you do not have a icon and would like to create one, you can build one using the free service Canva.com
  3. Select “Save Changes” when finished to save your progress

 

Store Shipping Details #

My Store Dashboard > Settings > Shipping

 

Section Summary #

This is where you set the shipping settings for your store. This information is used when sending physical products to your patients’ purchase. Shipping information added here is applied to all simple products unless it is overwritten at the product level here 

 

Instructions #

  1. Complete the various text fields. You can see more in depth information about each field by clicking the link here
  2. Select “Save Changes” when finished to save your progress

 

Store Policies #

My Store Dashboard > Settings > Policies

 

Section Summary #

This is where you add all of your policies for your store. Policies include:

  • Privacy Policy
  • Terms and Conditions
  • Shipping Policy
  • Return Policy

 

Instructions #

  1. Add your policies for the sections included.

  2. Select “Save Changes” when finished to save your progress
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Updated on February 24, 2021
Products
Table of Contents
  • Store Details
    • Section Summary
    • Instructions
    • Store Payment Details
      • Section Summary
      • Instructions
      • Store Branding
        • Section Summary
        • Instructions
        • Store Shipping Details
          • Section Summary
          • Instructions
          • Store Policies
            • Section Summary
            • Instructions

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