Synergy EMR

1. Download and sign up: Install the mobile app or open the web version, create your organization account, and complete role-based access for providers and staff. 2. Configure your practice: Add locations, providers, services, and payers. Choose or customize charting templates and set consent forms, reminders, and telehealth options. 3. Add patients and schedule: Import existing records or create new charts, verify insurance, and book appointments with automated confirmations and video visit links when needed. 4. Document care and prescribe: Open the encounter, use templates to capture history, exam, and assessments, attach labs or imaging, and send prescriptions electronically with safety checks. 5. Bill and follow up: Generate superbills, submit claims, track denials, and reconcile payments. Use the patient portal for messages and forms, and run reports to monitor performance and compliance.