• User permissions plus icon minus icon
  • 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.... See more
  • Creating and modifying roles plus icon minus icon
  •   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... See more
  • Multi-factor Authentication (MFA) plus icon minus icon
  • 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... See more
  • Disable Double Booking plus icon minus icon
  • 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... See more
  • Network Settings plus icon minus icon
  • 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... See more
  • Note Signature Restrictions plus icon minus icon
  • 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... See more
  • Note Types plus icon minus icon
  • 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... See more
  • Prescribing Restrictions plus icon minus icon
  • 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... See more
  • Custom Lab Report Templates plus icon minus icon
  • 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 ... See more
  • Drug/Allergy Warning Controls plus icon minus icon
  • 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 ... See more
  • Disable Patient Communications Setting plus icon minus icon
  • 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... See more
  • Google Planned Reports plus icon minus icon
  • 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... See more
  • Diagnostic Theater plus icon minus icon
  • 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... See more
  • Canvas & Enduser Configuration Post Go-Live plus icon minus icon
  • 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... See more
  • Canvas & End User Configuration During Implementation plus icon minus icon
  • 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... See more
  • Customize Telehealth Appointment Reminder plus icon minus icon
  • 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 ... See more
  • Hide Login Option with Patient App Verification plus icon minus icon
  • 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... See more
  • SSO Microsoft Azure plus icon minus icon
  • 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 ... See more
  • SSO Okta plus icon minus icon
  • 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 ... See more
  • SSO Google Workspace plus icon minus icon
  • 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 ... See more
  • Single-Sign On (SSO) plus icon minus icon
  • 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... See more
  • Staff Loader plus icon minus icon
  • 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... See more
  • Set the Provider Column Order plus icon minus icon
  • 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... See more
  • Customize Protocols Settings plus icon minus icon
  • 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 ... See more
  • Resetting Your Password plus icon minus icon
  • 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... See more
  • Provider Signature plus icon minus icon
  • 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 ... See more
  • Managing Vaccine Inventory and Fees plus icon minus icon
  • 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... See more
  • Managing provider schedule availability plus icon minus icon
  • 📢 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... See more
  • Managing the Fee Schedule plus icon minus icon
  • 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     ... See more
  • Add a new staff member plus icon minus icon
  • 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,... See more
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