Function & Feature Review

This page includes the recordings and sessions of the Lunch & Learn.

December 2023- Our final review this year highlights some exciting new functions and features we are rolling out this month. The release notes with additional details can be found on iMedUcate under the latest updates page. Releases will be started on Dec 8th and will be an estimated 2-week rollout process across all clients. 

December Presentation


October 2023- This month’s review highlights: the clinical prep note function, waitlist option, the scheduler has a location filter, the status option of checked out will be visible when hovering over an appointment on the scheduler, a filter was added to the patient search to be able to search for patients with no provider of record, alert added at the EOD queue for a missing diagnosis.

October Presentation


September 2023- This month’s review highlights support status notifcations and, a new pending client review box.

September Presentation


August 2023- This review highlights changes to the iCom and quick check button and scheduler. Nurses now have access to use prep note function, as well as updates for Vaxcare, MIPS, and, Quality measures.

August Presentation


July 2023: Sharing screenshots of PHI, rerouting from charges to save from dictation screen, Quality Dashboard, and MIPS.

July Presentation


June 2023: Review of the latest release and an upcoming release.

June Presentation


May 2023: Highlights items from the upcoming release.

May Presentation


March 2023: Archived recording that reviews the referral function. With many clients selecting the Closing the Referral Loop #374 quality measure, we thought this is a great refresher.

March Presentation


February 2023: Highlights – user defaults, prescription monitoring integration, provider prep note, and iPrescribe.

February Presentation


January 2023: Review of Quality Dashboard This 25-minute presentation covers the quality performance category for MIPS.  Steve shares tips and information on how to monitor and manage your quality gaps and care disease management.

January Presentation


December 2022: Tips and Reminders Support Protocols, iMedUcate reminder, MIPS reminder, and other feature mentions.

December Presentation


November 2022: Professor Compliance 2023 MIPS Overview

MIPS Overview Presentation


Ocotober 2022: Resharing Conditions Override & PMP Aware Review. For those clients who will be reporting for MIPS, who have not yet enabled conditions, this will be helpful in you achieving your quality points.  The prescription monitoring is a MIPS requirement as well. 

October Review Presentation


August 2022: New Scheduler enhancements, other release updates from client requests.

August Review Presentation


Lunch and Learn Sessions

July’s presentation covers a few important reminders on policies and also asks for input from you.

July Presentation


June’s Lunch and Learn features new function highlight: copay & balance prep, new patient notifications, managers dashboard

June Presentation


May’s Lunch and Learn reviews recently released features and a few important items to note

May Presentation


April’s Lunch & Learn is with Professor Compliance discussing the 2022 MIPS Update & Quick Cures Act Reminder

Professor Compliance Presentation


March Lunch & Learn will cover conditions override & PMP aware review

Conditions Override & PMP Aware review Presentation


February’s Lunch & Learn reviews updates & other features

Updates & Other Features Presentation


January’s Lunch & Learn highlights pre visit advanced forms

Pre Visit Advanced Forms Presentation


December’s Lunch and Learn will discuss the advanced forms function

Advanced Forms Presentation
Quick Reference Guide

October’s Lunch and Learn will discuss the immunization module

Immunization Module Presentation
Quick Reference Guide

September’s Lunch and Learn will be a 2021 MIPS presentation

MIPS Presentation


August’s Lunch and Learn will highlight referrals 2.0

Referral Presentation


July’s Lunch and Learn will feature conditions

Conditions Presentation

Quick Reference Guide


April’s Lunch and Learn will highlight the immunization module

Immunization Module Presentation

Quick Reference Guide


March Lunch and Learn will have a presentation from Professor Compliance on The Cures Act

A Brief Introduction to The Cures Act

February’s Lunch and Learn reviews iMed functions and tips & tricks

iMed Functions and Tips & Tricks

January’s Lunch and Learn covers encounter template, prep note & moving documents

Encounter Template, Prep Note & Moving Documents


December’s Lunch and Learn features conditions and patient alerts

Conditions Enhancements Recording


September’s Lunch and Learn reviews the post-encounter queue

Post-Encounter Queue Recording

August’s Lunch and Learn reviews user customization’s

User Customization’s Recording
User Customization’s QRG

June Lunch and Learn highlights patient engagement & the patient portal

Patient Engagement & Patient Portal Recording
Post -Visit Patient Engagement QRG

May’s Lunch and Learn reviews 5.1.01.04 new features & iMedUcate

5.1.01.04 new features & iMedUcate

April’s Lunch and Learn highlights patient registration/intake

Pre-Visit Patient Engagement Recording
Pre-Visit Patient Engagement Slide Deck

April’s Lunch and Learn will discuss virtual visit business/financial recording

VV Business/Financial Recording
VV Business/Financial Recording Slide Deck

March Lunch and Learn features virtual visit training session

Virtual Visits Telehealth Recording
Virtual Visists Telehealth Slide Deck
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