For your EHR to fully sync with SKED, you will need to make use of EHR settings. Use this article as a guide to set up EHR settings for your office. We have provided instructions for each EHR that is compatible with SKED.

You will need to set a default provider for all new patients to be linked to. Under the “Defaults” setting, look for the “Professional” section, and click the dropdown tab to select the default provider that patients will be set up with when connected with SKED. Once you have chosen your default provider, click the blue “Save” button at the bottom of the “Defaults” section to save the setting.

Each provider that your office schedules with will need to have a default appointment type set up to integrate with your EHR. Click the dropdown tab next to each provider's name to select an appointment type for the provider. Once every provider has the desired appointment type, click the blue “Save” button at the bottom of the “Defaults” section to save the setting.

Groups are how your app users can see multiple family members at one time. If you would like to allow grouping for appointments, click the checkbox so that it is highlighted blue, and then click “Save” to finalize the setting.

Note: The way groups are created in Genesis is by having each patient in the group use the same barcode number.

To set your default appointment length, navigate to the “Miscellaneous” section of your EHR settings feature, and then click the dropdown tab underneath “Value’. You will want to set this value to match your schedule format in Platinum. For example, if you use 15-minute schedules in Platinum, you’d want to click 15 minutes within SKED. If you use 10-minute schedules in Platinum, you’d want to reflect with 10 minutes within SKED.

Underneath the appointment length setting in the Miscellaneous section, you will find your Platinum Clinic ID for reference.

If you want appointments assigned to a specific provider to automatically be moved to a different provider schedule, you’ll want to enable this feature by clicking on the checkbox.

After enabling professional mapping, you’ll need to set the desired redirect paths for your provider schedules. For each default provider, you’ll need to use the dropdown tab under “Schedule To” to set the pathway for your provider schedule by clicking the desired provider from the dropdown list. If you wish for the provider to remain unaltered, simply select the same provider in this section as the default.

Note: Make sure to click “Save” to lock in your provider schedule redirects.

Groups are how your app users can see multiple family members at one time. To enable grouping, click the checkbox so that it is highlighted in blue.

Each provider that your office schedules with will need to have a default appointment type set up to integrate with your EHR. Click the dropdown tab next to each provider's name to select an appointment type for the provider. Once every provider has the desired appointment type, click the blue “Save” button at the bottom of the “Defaults” section to save the setting.

Groups are how your app users can see multiple family members at one time. To enable grouping, click the checkbox so that it is highlighted in blue.

To set your client grouping method, navigate to the miscellaneous section and click the dropdown tab where you can select your client grouping method. Remember to click “Save” to lock in your client grouping method

To set the appointment arrival type, navigate to the miscellaneous section, and click the dropdown tab to either select by arrival or by checked-in, whichever works best for you. When a patient is marked as arrived in SKED admin, your arrival type will be reflected in the EHR. Click the blue save button after making your decision.

Enabling this will make the color choice you've selected for appt types in SKED reflect to your EHR.

You will need to set a default provider for all new patients to be linked to. Under the “Defaults” setting, look for the “Professional” section, and click the dropdown tab to select the default provider that patients will be set up with when connected with SKED. Once you have chosen your default provider, click the blue “Save” button at the bottom of the “Defaults” section to save the setting.

Each provider that your office schedules with will need to have a default appointment type set up to integrate with your EHR. Click the dropdown tab next to each provider's name to select an appointment type for the provider. Once every provider has the desired appointment type, click the blue “Save” button at the bottom of the “Defaults” section to save the setting.

No, it only means that the colors assigned to the appointment types will show up in ChiroTouch. It can be helpful so you can easily spot which appointments were made through the SKED App or portal.

If you’ve grouped them appropriately for your EHR, you’ll want to also make sure that the patients have grouping enabled in their app in the settings menu and do not have any filters on. If you’ve already looked into those steps, please contact the Support Team so they can further assist you.

Yes, choosing the default appointment types does not mean they can be created for them. It only means that if the offices allow appointment creation under the provider, it will default to that.