Contact Us
Submit a request
Sign in
Canvas Medical
Knowledge Center
Knowledge Center
Step by step guides for Canvas features.
Getting Started
empty
Logging In to Canvas
Home Screen Orientation (Schedule View)
Creating a New Patient Chart
Searching for a patient
Canvas Configuration
empty
User permissions
Creating and modifying roles
Multi-factor Authentication (MFA)
Disable Double Booking
Network Settings
Note Signature Restrictions
See all 31 articles
Communicating (Internal)
empty
Linking Resources to Tasks
Task Panel View 2.0
Canvas Chat and Bot
Task List
Tasks
Communicating (External)
empty
Click To Dial
Customized Patient Communication
Fax Cover Sheet
Faxing in Canvas
Letter Attachments
Obtaining a verified contact method
See all 9 articles
Charting: Note Types
empty
Selecting a note or visit type
Letters
Telehealth Visits
Charting: Note Features
empty
Command Placement
Canvas Statuses
Integrated Care Plan
After Visit Summary (AVS)
Billing Footer
Note Filter Button
See all 12 articles
Charting: Commands Library
empty
Adjust an Existing Medication
Approve an electronic refill request
Assess a Patient Condition
Automations
Carry Forward Questionnaire Responses, Physical exam, Review of systems, Structured assessment
Change a diagnosis
See all 46 articles
Charting: Patient Summary
empty
Medications in the patient summary
Patient Summary
Navigating the Conditions List
Review Current Medications without Changes
Social Determinants
Printing a Patient Summary
See all 10 articles
Revenue: Settings
empty
Improvements to Health Insurance Claim Form (HCFA-1500) boxes 25, 32, and 33 for appropriate values
Payor Specific Charges
Key Performance Indicators
Cash Reconciliation Report
Accounts Receivable Report
Appointments Report
See all 15 articles
Revenue: Claims
empty
Process Diagram: Revenue Cycle Management Overview / Encounter Detail
Insurance Card Image 2.0
Patient Coverages 2.0
Statements and Invoicing
Adjustment Codes
Chart Review Records (CRR) claims
See all 31 articles
Admin Settings
empty
Letter Templates: Supported Tokens (Arrow Format)
Exporting Continuity of Care (CCD) and Referral Note Documents
Facility Setting
Release Information 2022-01-05
Implantable Device List
Creating a New Questionnaire
See all 12 articles
Admin: Patient Registration
empty
Patient Metadata
Patient Consents
Care Teams
Patient Preferences
Patient Registration Information
Patient Demographics
See all 10 articles
Admin: Scheduling
empty
Scheduling "Other Events"
Multi-provider Scheduling
Facility Group Scheduling
Appointment Management
Patient Preferred Timezone
Recall Appointment Lists
See all 8 articles
Patient Management (e.g. Campaigns & Protocols)
empty
Campaigns Module
Patients Module
Population Module
Snoozing a Protocol in Canvas
Care Protocols
COVID-19 Risk Assessment Follow Up Protocol
See all 18 articles
Data Integration
empty
PDF Annotations: User Guide
Linking Lab results and Lab orders
Power of Attorney (POA)
Electronic Labs
Change Document Type in Chart
Data Integration Overview
See all 12 articles
FAQ
empty
Canvas Patient Safety Scale
Support Ticket Process
After Hours Support Process
Access to ePrescribe in Canvas
Locked Out of Canvas
Command Library
See all 15 articles
Powered by Zendesk