Help CenterTo enhance your learning experience, 4D EMR provides this series of online videos and help articles designed to supplement live virtual training. These resources allow you to:
- Review key concepts at your own pace
- Revisit workflows demonstrated during training
- Explore advanced features not covered in the live session
- Access step-by-step guides for common tasks
Before beginning this training course, please watch the below linked 4D EMR demo video to provide additional context for the setup and configuration process.
Basic 4D EMR Workflow Demo (8:54)
Module 1: Basic Setup — Office Locations, Users, and Permissions
Description
Learn the basic setup of 4D EMR, including configuring office locations, adding staff and providers, and managing user permissions. This Module ensures your system is structured correctly and that each team member has appropriate access.
Key Topics
- Setting up office locations and practice details
- Uploading practice logos
- Adding staff and provider profiles
- Managing user permissions and roles
- Configuring time zone and security settings
Module 2: Patient Intake Portal - Digital Intake Workflows
Description
Discover how to configure and use the 4D EMR patient portal. Learn to send invitations, customize intake forms, and manage digital workflows for both new and existing patients—including in-office digital intake via TEPE.
Key Topics
- Sending and managing portal invitations
- Customizing portal settings and forms
- Intake and health information workflows
- In-office digital intake (TEPE)
- Where portal data lives in 4D
Module 3: Appointments— Scheduling Calendars, Appointment Types, and Templates
Description
Explore the scheduling tools in 4D EMR, including calendar navigation, appointment types, templates, and placeholders. Learn how to customize provider schedules, prevent double-booking, and optimize appointment flow.
Key Topics
- Scheduling basics and calendar navigation
- Creating and editing appointment types
- Calendar groups and add-on calendars
- Schedule templates and placeholders
- Consult reasons and appointment fine-tuning
- Online scheduling setup
Module 4: Forms Library - Forms, Chart Notes, and Consent Management
Description
Learn how to create, import, modify, and manage forms, chart note templates, and consent documents. This Module covers documentation workflows and best practices for compliance.
Key Topics
- Forms library overview
- Importing and modifying forms
- Creating chart note templates
- Consent document management
- Sending and managing forms
- Chart note types and settings
- Signatures and compliance
Module 5: Money - Products, Services, Inventory
Description
Learn how to manage products, services, inventory, and commissions across one or multiple locations. This Module covers setup, tracking, and compensation structures.
Key Topics
- Creating and managing products and services
- Inventory management (single and multi-location)
- Commission structures and configuration
- Packages and gift cards
Module 6: Quoting - Billing, and Financial Workflows
Description
Understand how to configure and manage quoting and billing templates, including surgical and Med Spa quoting. Learn how to handle financial transactions, deposits, recurring payments, and patient financials.
Key Topics
- Creating and modifying quote templates
- Surgical and Med Spa quoting
- OR and anesthesia fee configuration
- Deposits and linking quotes to appointments
- Billing templates and invoicing
- Recurring payments and payment requests
- Patient financials and refunds
Module 7: Charting - Invoicing, Telehealth, and Messaging
Description
Explore how to use 4D EMR’s workflow tools to streamline daily operations. Learn best practices for charting, invoicing from the schedule, telehealth, and secure messaging.
Key Topics
- Charting features and best practices
- Invoicing from the schedule
- Telehealth setup and use
- Internal messaging and communication
- Patient logs and documentation
Module 8: Miscellaneous - Integrations and Troubleshooting
Description
Review how to integrate third-party tools with 4D EMR and troubleshoot common onboarding challenges. Learn how to submit development requests and access support resources.
Key Topics
- Overview of available integrations
- Integration setup and management
- Troubleshooting common onboarding issues
- Submitting development requests
- Support and resources