Introducing IVY – the automated walkthrough assistant in In Touch EMR

DASHBOARD

To access the Ivy Assist walkthrough for Dashboard – Control Center

Go to Dashboard – Control Center
Click on ‘Click here for help”
Click on “Control Center Walkthrough”

Calendar

To access the Ivy Assist for Calendar Walkthrough

Go to Calendar
Click on ‘Click here for help”
Click on “Calendar Walkthrough”

Patients Tab

To access the Ivy Assist walkthrough for Patient Locator

Go to Patient Locator
Click on ‘Click here for help”
Click on “Patient Locator Walkthrough”

Referral Sources Locator

To access the Ivy Assist walkthrough for Referral Sources Locator

Go to Referral Sources > Referral Sources Locator
Click on ‘Click here for help”
Click on “Referral Sources Locator Walkthrough”

Administration – Staff

To access the Ivy Assist walkthrough for Administration – Staff

Go to Administration > Staff
Click on ‘Click here for help”
Click on “Staff Walkthrough”

Auto CompleteText

To access the Ivy Assist walkthrough for Auto CompleteText

Go to Add Ons > Auto CompleteText
Click on ‘Click here for help”
Click on “Auto CompleteText Walkthrough”

Fax Center

To access the Ivy Assist walkthrough for Fax Center

Go to Add Ons > Fax Center
Click on ‘Click here for help”
Click on “Fax Center Walkthrough”

Claim Summary

To access the Ivy Assist walkthrough for Claim Summary

Go to Add Ons > Claim Summary
Click on ‘Click here for help”
Click on “Claim Summary Walkthrough”

Appointment Reminders

To access the Ivy Assist walkthrough for Appointment Reminders
Go to Marketing > Appointment Reminders
Click on ‘Click here for help”
Click on “Appointment Reminders Walkthrough”