Admin and Configuration
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1. EHR
- 1.1 Adding Treatment Code Mappings
- 1.2 Where can I find all the unsigned exams?
- 1.3 How to Make an Exam Type Active or Inactive
- 1.4 How to add Refraction Usage types
- 1.5 How to add Chief Complaint to list
- 1.6 Accessing Patient Education Videos without an exam
- 1.7 How do I set the Default Rx Expiration?
- 1.8 How to Create a Patient Data Export
- 1.9 How do I View my Patient Data Export?
- 1.10 Where do I Set Default Dilation Information?
- 1.11 How to Setup an Exam to Create an Invoice Automatically
- 1.12 How to Set the Exam Section Order
- 1.13 How to Configure CD Ratio for Physical Exams
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2. Setup
- 2.1 Uprise Global Audit
- 2.2 Clearinghouse
- 2.3 How to Use Closeout Feature
- 2.4 How to Override the Closeout Feature
- 2.5 How to Use Editable Fields
- 2.6 How do I Configure Tax Rates?
- 2.7 How to Create Scheduler Templates for Resources
- 2.8 How to Delete a Scheduler Template Time Block
- 2.9 How to Add and Configure a New Resource
- 2.10 Where do I Configure Office Hours and Holidays?
- 2.11 How do I Modify Office Hours for Just a Day?
- 2.12 How to Inactivate a Payer in Uprise.
- 2.13 How to Setup a Default Billing Provider by Location
- 2.14 How to Add a Spectacle Lens Supplier
- 2.15 How to Add a Contact Lens or Frame - Manual (Custom) Supplier
- 2.16 Adding Account Details to a Supplier
- 2.17 How do I Run an Internet Speed Test? What do the numbers mean?
- 2.18 How to delete a Supplier
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3. Lists
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4. Catalogs
- 4.1 How to Perform a Bulk Import of Standard Contact Lenses
- 4.2 Entering Component Pricing for Spectacle Lenses
- 4.3 How do I View Spectacle Lenses Components and Pricing?
- 4.4 Adding a Single Standard Contact Lens Product and Pricing
- 4.5 How to Add Multiple Products for Custom Contact Lens Types
- 4.6 Creating and Maintaining Pricing Models (Formula Pricing)
- 4.7 Applying a Pricing Method (Formula Pricing) to Frames
- 4.8 How to Perform a Bulk Import of Spectacle Lenses
- 4.9 How to Perform Bulk Edits in Catalogs
- 4.10 How to Create an Open Priced Product in the Catalog
- 4.11 How can I Revert Back to Wholesale Cost for a Frame I Manually Updated?
- 4.12 How to add a Professional Service
- 4.13 How do I Create Lens Packages?
- 4.14 How to Perform a Bulk Import of Frames
- 4.15 How to Perform a Bulk Import of Frames Scanning the UPC/FPC Code(s)
- 4.16 How to Add Frame Pricing Formula
- 4.17 How to Add a Custom Lens
- 4.18 How to Add a Custom Frame
- 4.19 How to Bulk Load Spectacle Lens Add-Ons
- 4.20 How to Add a Custom Lens Add-On and V-Code
- 4.21 Adding Trial Contact Lenses (Diagnostic Lenses) to the Catalog
- 4.22 How to Mark Frames Inactive
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5. Users
- 5.1 What Type of Access Does Each User Profile Have in Uprise?
- 5.2 How do I Add a New Employee (User)?
- 5.3 Creating a Custom User Profile (Role)
- 5.4 Setting a Profile Messaging Default for Message Delivery
- 5.5 How to Setup a Fill-In Provider
- 5.6 How to Add a User Account
- 5.7 How to Reset a User's Password
- 5.8 How do I Check a User's Profile Privileges?
- 5.9 How to Change Your Password
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6. Other