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4.8 SmartND Fax

To Check for Faxes:   At the top right-hand corner of the SmartND page, click on the blue toggle to open the documents page At the top row of icons in the documents section, click on the icon that resembles a phone to check faxes(left of the red “Exit” button) Here...

4.7 How to Rename or Delete Documents

These instructions are on how to rename and delete documents. To rename a document: Go to the documents page, you can access documents at any time by clicking the new blue documents icon on the top right-hand corner of the page. Either a search for a patient that has...

3.9 Sending Patient Portal Instruction Emails

1) Go to your Master Patient List 2) Search for the patient you wish to send an invitation/intake form to. 3) Ensure that you have an email address inputted in their Patient Workspace so you can send them an invitation (Also making sure that the email you have on file...

8.6 How to Create a New Invoice

Instructions on how to create a brand new invoice in the Dispensary. Step 1: Adding Products and Services to your Dispensary If you have not already added products and services to your Dispensary, please do so first. A help file with instructions can be found here:...

4.4 How to Save Charts and Invoices to PDF Format

Follow these instructions if you wish to save to PDF format for either a chart, or an invoice on SmartND. Step 1: To save a chart go to Smart Charts -> Your Charts and click on “View Chart” which is the first icon in the actions column. Then follow the rest of the...

8.4 How to Create a Discount

The following are instructions on how to create a new discount. Detailed Instructions on how to apply a discount to an Invoice are available in the following Help File:   Go to Billing and Dispensary in the left-hand main navigation bar, it is the icon that...