Introduction
You may be familiar with the permissions that Canvas has utilized in the past. These permissions only affected Django admin (the area accessed by www.<customer instance>.canvasmedical....
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Introduction
When creating a new staff member, you select a role for them (common roles include MD, NP, RN). Admins can create new roles, or configure existing roles. This article explains the im...
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Introduction
Multi-factor Authentication (MFA) is a secure authentication method that requires users to provide two or more verification factors to gain access to Canvas.
MFA works by requiring a...
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Introduction
By default Canvas allows double booking but the option to disable double booking is available through a config setting. Disabling double booking in canvas prevent users from creating a...
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Introduction
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 t...
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Introduction
This feature allows increased security around note signing and modifications. When active, the feature does three things:
Renames “lock”/“unlock” button to “sign”/“amend” - this is p...
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Introduction
Canvas supports configurable note types. Configurable note types allows end users to configure several aspects of existing default note types or create new custom note types. Some of t...
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Introduction
The ability to prescribe medications in Canvas can be restricted to only prescriber staff roles through constance config in settings. The information in this article applies to Prescri...
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Introduction
Canvas allows users to create custom lab report templates that can be used to upload lab reports via data integration.
Key Objectives
You will learn how to create a custom lab report ...
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Introduction
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 ...
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Introduction
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, ap...
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Introduction
Canvas offers the ability to generate reports that are delivered via a google spreadsheet and are housed in your organization's shared resource folder.
Key Objectives
You will learn h...
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Introduction
Diagnostic Theater views allows users to easily view and document trends for laboratory results or questionnaire scores.
Key Objectives
You will learn how to create a diagnostic theat...
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Introduction
This article describes the settings in Canvas that can be configured/changed post-go live.
Key Objectives
You will learn what configuration is owned by the Client Organization/End-us...
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Introduction
This article describes the Canvas configuration that takes place during an implementation.
Key Objectives
You will learn what configuration is owned by Canvas during implementation...
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Introduction
A specific appointment reminder is sent out approximately 45 minutes prior to scheduled Telehealth appointments for any patient with a verified contact method. This reminder includes ...
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Introduction
Organizations that have opted to use their own patient app have a need to hide the option for a patient to log into the Canvas patient app after verification
Key Objectives
You will l...
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Introduction
Canvas now supports Single Sign On (SSO) with any identity provider. SSO enables users to login into Canvas using an external service.
Key Objectives
You will learn how to configure ...
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Introduction
Canvas now supports Single Sign On (SSO) with any identity provider. SSO enables users to login into Canvas using an external service.
Key Objectives
You will learn how to configure ...
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Introduction
Canvas now supports Single Sign On (SSO) with any identity provider. SSO enables users to login into Canvas using an external service.
Key Objectives
You will learn how to configure ...
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Introduction
Canvas now supports Single Sign On (SSO) which enables users to login into Canvas using an external service such as Google or Okta. In order to enable SSO the following settings need t...
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Introduction
You can use the staff loader in Canvas to import new staff members to your roster.
Key Objectives
You will learn how to locate your Data Collection sheet.
You will learn how to downl...
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Introduction
The calendar schedule view is the default view when a user logs into Canvas. When a practice or organization has multiple providers, the columns will be sorted in alphabetical orde...
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Introduction
Care Protocols settings can be customized in Canvas Admin. You can choose to show the protocol in the chart and/or in the population module as well as choose whether a protocol can be ...
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Introduction:
If you've forgotten or lost your password, resetting it is easy with Canvas.
Key Objectives:
You will learn how to reset your password.
Video
Step by Step:
Go to the URL used t...
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Introduction:
Provider signature images are inserted on all instruct commands, letters, printed lab/imaging order requisitions, referrals and printed visit notes. Uploading a high quality digital ...
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Introduction
Managing your vaccine inventory and associated fees is important for accurate billing and reimbursement.
Key Objectives:
You will learn how to manage vaccines administered in the c...
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📢 Attention!
This article has moved to our new documentation site!!
Please visit the new article here
Introduction:
Scheduling patient appointments occurs within Canvas but to manage provider a...
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Introduction
Managing your Fee Schedule is important to ensure proper reimbursement of the services provided.
Key Objectives:
You will learn how to create, update and inactivate a fee.
Video
...
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Introduction
When a new staff member joins your team you should add them as a staff member in Canvas prior to their start date. Depending on their role there may be additional setup/details needed,...
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