# Canvas Medical Help Center


## Feature Spotlight

- [Fax Migration & Event History](https://canvas-medical.help.usepylon.com/articles/4882014801-fax-migration-event-history)
- [Saved Payment Methods](https://canvas-medical.help.usepylon.com/articles/4603195425-feature_spotlight_saved_payment_methods)
- [Assign Reviewed Documents to a Team](https://canvas-medical.help.usepylon.com/articles/5935595438-assign-reviewed-documents-to-a-team)
- [Feature Spotlight: Appointment Labels](https://canvas-medical.help.usepylon.com/articles/9726289513-fs-appointment-labels)
- [The Canvas Navigator](https://canvas-medical.help.usepylon.com/articles/5155757572-navigator-and-mcp)

## Getting Started


### Introduction to Canvas

- [Accessing Canvas](https://canvas-medical.help.usepylon.com/articles/6790260277-accessing-canvas)
- [Navigating the Schedule View](https://canvas-medical.help.usepylon.com/articles/1131763313-navigate-canvas-home-screen)
- [Canvas Academy Video Links](https://canvas-medical.help.usepylon.com/articles/9227770329-canvas-academy-video-links)

### Onboarding & Setup

- [Managing Patient Appointments](https://canvas-medical.help.usepylon.com/articles/4617508394-managing-appointments)
- [Recommended Minimum Specifications](https://canvas-medical.help.usepylon.com/articles/1686191927-recommended-minimum-specification)
- [Canvas Remote on iOS](https://canvas-medical.help.usepylon.com/articles/5778885172-canvas-remote-on-ios)
- [Canvas Chat and Bot](https://canvas-medical.help.usepylon.com/articles/2541599205-canvas-chat-and-bot)
- [Managing the Canvas Patient Portal](https://canvas-medical.help.usepylon.com/articles/7348270931-managing-the-patient-portal)

#### New Provider Onboarding

- [Preparing Provider Profiles for Enrollment](https://canvas-medical.help.usepylon.com/articles/1422399386-preparing-provider-profiles-for-enrollment)
- [PersonaTrust Identity Proofing](https://canvas-medical.help.usepylon.com/articles/3191674897-personatrust-identity-proofing)
- [Using the Provider Enrollment Dashboard](https://canvas-medical.help.usepylon.com/articles/3654117054-using-the-provider-enrollment-dashboard)
- [ePrescribing (eRx) Enrollment](https://canvas-medical.help.usepylon.com/articles/6085016786-eprescribing-erx-enrollment)
- [Electronic Prescribing of Controlled Substances (EPCS) Enrollment](https://canvas-medical.help.usepylon.com/articles/8630998726-electronic-prescribing-of-controlled-substances-epcs-enrollment)
- [Activating EPCS Grants with DrFirst](https://canvas-medical.help.usepylon.com/articles/6405678539-activating-epcs-grants-with-drfirst)
- [Lab Ordering Enrollment](https://canvas-medical.help.usepylon.com/articles/1295159245-lab-ordering-enrollment)
- [Setting Up VIP Access on a New Phone](https://canvas-medical.help.usepylon.com/articles/4577696191-setting-up-vip-access-on-a-new-phone)
- [Resetting Your DrFirst Passphrase](https://canvas-medical.help.usepylon.com/articles/5514693639-resetting-your-epcs-passphrase)
- [Troubleshooting DrFirst Error | Authentication failed. Access is denied](https://canvas-medical.help.usepylon.com/articles/5551249431-troubleshooting-epcs-authentication-errors)

### Support & FAQs 

- [Canvas Support Resources](https://canvas-medical.help.usepylon.com/articles/5542576212-canvas-support-resources)
- [Why doesn't the password reset email have a link in it?](https://canvas-medical.help.usepylon.com/articles/4708513957-why-doesn-t-the-password-reset-email-have-a-link-in-it)

## Configuration & System Settings


### Organization Settings

- [Update Your Logo, Background Image, or Staff Photo](https://canvas-medical.help.usepylon.com/articles/4139939121-upload-logo-background-image-staff-photo)

### Clinical Configurations

- [Prescribing Restrictions](https://canvas-medical.help.usepylon.com/articles/3427480901-prescribing-restrictions)
- [Surescripts Medication History](https://canvas-medical.help.usepylon.com/articles/8047008267-surescripts-medication-history)
- [Admin | Drug/Allergy Warning Controls](https://canvas-medical.help.usepylon.com/articles/8580349867-drug-allergy-warning-controls)
- [Health Gorilla Integration for Lab Ordering](https://canvas-medical.help.usepylon.com/articles/6041713155-how-to-order-labs-and-integrate-with-lab-vendors-in-canvas)

### Administrative Configurations

- [Restrict Free Text in Note](https://canvas-medical.help.usepylon.com/articles/4756622202-restrict-free-text)
- [Vaccine Inventory Management](https://canvas-medical.help.usepylon.com/articles/6442909989-vaccines-vaccine-lots)
- [Managing Provider Availability](https://canvas-medical.help.usepylon.com/articles/6105998178-managing-provider-availability)
- [Creating Custom Labels for Tasks, Claims and Appointments](https://canvas-medical.help.usepylon.com/articles/7708474806-task-claim-labels)
- [Staff Roles](https://canvas-medical.help.usepylon.com/articles/6649603926-staff-roles)
- [Teams](https://canvas-medical.help.usepylon.com/articles/5123845479-teams)
- [Creating Questionnaires](https://canvas-medical.help.usepylon.com/articles/7017593857-creating-questionnaires)
- [User Permissions](https://canvas-medical.help.usepylon.com/articles/4709841955-user-permissions)
- [Patient Groups](https://canvas-medical.help.usepylon.com/articles/8319995182-patient-groups)
- [Fee Schedule](https://canvas-medical.help.usepylon.com/articles/6307219926-fee-schedule)
- [Facilities](https://canvas-medical.help.usepylon.com/articles/3643566930-facilities)
- [Contact Categories](https://canvas-medical.help.usepylon.com/articles/8258338559-contact-categories)
- [Managing Consents](https://canvas-medical.help.usepylon.com/articles/8144965836-manging-patient-consents)
- [Care Team Roles](https://canvas-medical.help.usepylon.com/articles/8709525024-care-team-roles)
- [Event and Note Types](https://canvas-medical.help.usepylon.com/articles/6785045644-appointment-event-note-types)
- [Creating Referral Contacts](https://canvas-medical.help.usepylon.com/articles/9919617000-managing-referral-contacts)
- [Configuring Single Sign-On (SSO)](https://canvas-medical.help.usepylon.com/articles/6984866654-sso-single-sign-on)
- [Disable Patient Communications](https://canvas-medical.help.usepylon.com/articles/4711229187-admin-disable-patient-communications)
- [Creating a Custom Lab Report Template](https://canvas-medical.help.usepylon.com/articles/5081934202-custom-lab-report-templates)
- [Admin | Network Settings](https://canvas-medical.help.usepylon.com/articles/6258026160-network-settings)
- [Appointment Reminders](https://canvas-medical.help.usepylon.com/articles/2892642076-appointment-reminders)
- [Admin | Facility Group Scheduling](https://canvas-medical.help.usepylon.com/articles/2395218732-facility-group-scheduling)
- [Admin | Fax Cover Sheet](https://canvas-medical.help.usepylon.com/articles/5885566398-fax-cover-sheet)
- [Admin | Note Signature Restrictions](https://canvas-medical.help.usepylon.com/articles/2642239613-note-signature-restrictions)
- [Admin | Campaigns Module](https://canvas-medical.help.usepylon.com/articles/3097826946-campaigns-populations-patients)
- [Admin | Population Module](https://canvas-medical.help.usepylon.com/articles/3316466244-population-module)
- [Admin | Patients Module](https://canvas-medical.help.usepylon.com/articles/2428914045-patients-module)
- [Admin | Click To Dial](https://canvas-medical.help.usepylon.com/articles/3042359596-click-to-dial)
- [Continuity of Care (CCD) and Referral Note Documents](https://canvas-medical.help.usepylon.com/articles/3692514885-ccda)
- [Admin | Carry Forward Questionnaire](https://canvas-medical.help.usepylon.com/articles/9729293586-carry-forward-questionnaire-responses-physical-exam-review-of-systems-structured-assessment)
- [Business Lines for Customized Communication](https://canvas-medical.help.usepylon.com/articles/1392971282-business-lines-customized-patient-communication)
- [Admin | Groups](https://canvas-medical.help.usepylon.com/articles/6841183001-groups)
- [Why Reason for Visit Setting Codings is missing](https://canvas-medical.help.usepylon.com/articles/3690739682-structured-reason-for-visit)
- [Managing Staff Profiles](https://canvas-medical.help.usepylon.com/articles/4283873790-add-a-new-staff-member)
- [Multi-factor Authentication (MFA)](https://canvas-medical.help.usepylon.com/articles/3598397632-multi-factor-authentication-mfa)
- [Diagnostic Theater](https://canvas-medical.help.usepylon.com/articles/5041695251-diagnostic-theater)

## Charting & Documentation


### Chart Overview

- [Print Medications and Allergies opens in the browser print flow](https://canvas-medical.help.usepylon.com/articles/1484925805-print-medication-and-allergies)
- [Chart Note | Change the Date of Service](https://canvas-medical.help.usepylon.com/articles/1052131314-change-the-date-of-service)
- [Chart Note | Change Provider](https://canvas-medical.help.usepylon.com/articles/6535221480-chart-note-change-provider)
- [Chart Note | After Visit Summary (AVS)](https://canvas-medical.help.usepylon.com/articles/5936518995-chart-note-after-visit-summary-avs)
- [Chart Note | Billing Footer](https://canvas-medical.help.usepylon.com/articles/8743381058-chart-note-billing-footer)
- [Administrative Menu | Integrated Care Plan](https://canvas-medical.help.usepylon.com/articles/8547508751-administrative-menu-integrated-care-plan)
- [Panel | Note Search](https://canvas-medical.help.usepylon.com/articles/2532316084-note-search)
- [Chart Note | Print](https://canvas-medical.help.usepylon.com/articles/2884413456-printing-a-chart-note)
- [Patient Chart | Select Note Type](https://canvas-medical.help.usepylon.com/articles/5892012588-selecting-a-note-or-visit-type)
- [Creating and Managing Letters](https://canvas-medical.help.usepylon.com/articles/8181146406-letters)
- [Note States](https://canvas-medical.help.usepylon.com/articles/2557057718-note-states)
- [Coverages](https://canvas-medical.help.usepylon.com/articles/5877696655-patient-coverages)
- [Patient Profile ](https://canvas-medical.help.usepylon.com/articles/8802451810-patient-demographics)
- [Custom Profile Fields & Patient Metadata](https://canvas-medical.help.usepylon.com/articles/4551334461-patient-metadata)
- [Patient Summary | Print Vitals](https://canvas-medical.help.usepylon.com/articles/3407978845-print-vitals)
- [Patient Summary](https://canvas-medical.help.usepylon.com/articles/6563365441-patient-summary)
- [Patient Summary | Social Determinants](https://canvas-medical.help.usepylon.com/articles/1377016230-social-determinants)
- [Patient Summary | Medications](https://canvas-medical.help.usepylon.com/articles/1245715343-medications-in-the-patient-summary)
- [Filtering Notes in Patient Timeline](https://canvas-medical.help.usepylon.com/articles/4791996458-filter-notes-in-patient-timeline)
- [Managing Patient Care Teams](https://canvas-medical.help.usepylon.com/articles/5628604712-manage-care-teams)
- [Questionnaire Scoring Dashboard](https://canvas-medical.help.usepylon.com/articles/4878300907-questionnaire-scoring-dashboard)
- [Command Audit History](https://canvas-medical.help.usepylon.com/articles/7448245522-command-audit-history)

### Patient Summary & Action Center 

- [Care Protocols](https://canvas-medical.help.usepylon.com/articles/4408606761-care-protocols)

### Clinical Documentation & Commands

- [Introduction to Commands](https://canvas-medical.help.usepylon.com/articles/4129367510-commands-introduction)
- [Command | Clipboard](https://canvas-medical.help.usepylon.com/articles/7347827514-command-clipboard)
- [Private Notes](https://canvas-medical.help.usepylon.com/articles/6308348097-command-private-note)
- [Command | Stop Medication](https://canvas-medical.help.usepylon.com/articles/4992370720-command-stop-medication)
- [Managing Medications](https://canvas-medical.help.usepylon.com/articles/5128727084-managing-medication-commands)
- [Task Management](https://canvas-medical.help.usepylon.com/articles/8460447495-task-management)
- [Automations](https://canvas-medical.help.usepylon.com/articles/7126006931-automations)
- [Command | Physical Exam](https://canvas-medical.help.usepylon.com/articles/1745103290-command-physical-exam)
- [Command | Plan](https://canvas-medical.help.usepylon.com/articles/7699598664-command-plan)
- [Command | Visual Exam Finding](https://canvas-medical.help.usepylon.com/articles/4119751144-command-visual-exam-finding)
- [Command | Perform](https://canvas-medical.help.usepylon.com/articles/5988007695-command-perform)
- [Command | History of Present Illness](https://canvas-medical.help.usepylon.com/articles/9270587920-command-history-of-present-illness)
- [Command | Review of Systems](https://canvas-medical.help.usepylon.com/articles/9046024531-command-review-of-systems)
- [Appointments | Unstructured Reason for Visit](https://canvas-medical.help.usepylon.com/articles/2200607932-appointments-unstructured-reason-for-visit)
- [Command | Surgical History](https://canvas-medical.help.usepylon.com/articles/5682206573-command-surgical-history)
- [Command | Family History](https://canvas-medical.help.usepylon.com/articles/4598819098-command-family-history)
- [Command | Vitals](https://canvas-medical.help.usepylon.com/articles/9426091672-command-vitals)
- [Command | Instruct](https://canvas-medical.help.usepylon.com/articles/4244748724-command-instruct)
- [Command | Goal](https://canvas-medical.help.usepylon.com/articles/6744190871-goals-command)
- [Command | Immunization Statement](https://canvas-medical.help.usepylon.com/articles/1379672479-command-immunization-statement)
- [Command | Immunize](https://canvas-medical.help.usepylon.com/articles/4155771468-command-immunize)
- [Command | Questionnaire](https://canvas-medical.help.usepylon.com/articles/5651999344-command-questionnaire)
- [Point of Care (POC) Lab Test Command](https://canvas-medical.help.usepylon.com/articles/7060961677-point-of-care-poc-tests)
- [Command | Allergy](https://canvas-medical.help.usepylon.com/articles/9964004914-document-allergies)
- [Command | Refer](https://canvas-medical.help.usepylon.com/articles/8339414277-command-referrals)
- [Uncategorized Document Review](https://canvas-medical.help.usepylon.com/articles/2240101532-command-uncategorized-document-review)
- [Command | Educational Material](https://canvas-medical.help.usepylon.com/articles/4966226408-educational-material-command)
- [Ordering Labs](https://canvas-medical.help.usepylon.com/articles/3065191197-placing-a-lab-order)
- [Image Command | Ordering Imaging](https://canvas-medical.help.usepylon.com/articles/2615916315-image-command)
- [Troubleshooting Prescription Errors in Canvas Medical](https://canvas-medical.help.usepylon.com/articles/4252387326-troubleshooting-prescription-errors)
- [FAQ: Preparing Lab Orders Before a Scheduled Visit](https://canvas-medical.help.usepylon.com/articles/3424703540-faq-preparing-lab-orders-before-a-scheduled-visit)

### Messaging & Communication 

- [Patient Message Inbox](https://canvas-medical.help.usepylon.com/articles/6255444430-patient-message-inbox)

### Condition Management

- [Diagnosing a New Condition](https://canvas-medical.help.usepylon.com/articles/9221634314-new-diagnoses)
- [Assessing and Updating Conditions](https://canvas-medical.help.usepylon.com/articles/7989321964-assessing-and-updating-conditions)
- [Managing Historical Conditions](https://canvas-medical.help.usepylon.com/articles/3935780129-managing-historical-conditions)
- [Understanding Coding Gaps](https://canvas-medical.help.usepylon.com/articles/5456716623-understanding-coding-gaps)

## Workflows & Operations


### Orders & Prescriptions

- [Processing Image Reports and Reviewing Imaging Results](https://canvas-medical.help.usepylon.com/articles/7566748234-process-image-results)
- [Processing Lab Reports and Reviewing Lab Results](https://canvas-medical.help.usepylon.com/articles/1652834476-processing-lab-reports)
- [Patient Summary | Medication Review](https://canvas-medical.help.usepylon.com/articles/6953253025-patient-summary-medication-review)
- [Electronic Refill Requests: Approve, Deny, and Ignore](https://canvas-medical.help.usepylon.com/articles/9793839746-electronic-refill-requests-approve-deny-ignore)

## Revenue & Billing


### Payment Processing

- [Collect Patient Payments](https://canvas-medical.help.usepylon.com/articles/4431910086-collect-patient-payments)

### Revenue Cycle Management

- [Claim Management](https://canvas-medical.help.usepylon.com/articles/9992348572-claim-management)
- [Revenue Queues ](https://canvas-medical.help.usepylon.com/articles/3240845520-queues)
- [Revenue | Discounts](https://canvas-medical.help.usepylon.com/articles/8912630951-discounts)
- [Revenue | Print Batch Statement](https://canvas-medical.help.usepylon.com/articles/4083957452-print-batch-statement)
- [Revenue | Refund Copay](https://canvas-medical.help.usepylon.com/articles/3492962528-refund-copay)

## Document & Data Management

- [Administrative Menu | Printing Basic Patient Information](https://canvas-medical.help.usepylon.com/articles/4646118598-printing-basic-patient-information)
- [Administrative Menu | Print Patient Chart](https://canvas-medical.help.usepylon.com/articles/1679996479-print-patient-chart)
- [Updating a Document](https://canvas-medical.help.usepylon.com/articles/5063046583-change-document-type)
- [Managing Duplicate Charts](https://canvas-medical.help.usepylon.com/articles/7335165871-manage-duplicate-charts)
- [Security audit trail and SIEM export](https://canvas-medical.help.usepylon.com/articles/3718661267-security-audit-trail-and-siem-export)

### Data Integration

- [Reviewing Consult Reports](https://canvas-medical.help.usepylon.com/articles/8177085140-consult-report-review)
- [PDF Annotations](https://canvas-medical.help.usepylon.com/articles/2451966298-pdf-annotations-user-guide)
- [Data Integration and Document Management](https://canvas-medical.help.usepylon.com/articles/7371085164-data-integration)

### Reporting & Analytics

- [Google Scheduled Reports](https://canvas-medical.help.usepylon.com/articles/7316720617-scheduled-reports)
- [Key Performance Indicators](https://canvas-medical.help.usepylon.com/articles/4388376289-key-performance-indicators)
- [Report Jobs](https://canvas-medical.help.usepylon.com/articles/7194605474-report-jobs)
- [Read-Only Replica Database](https://canvas-medical.help.usepylon.com/articles/9004564024-replica-database)
- [Managing Canvas Staff Activity Report Recipients](https://canvas-medical.help.usepylon.com/articles/7808408736-managing-canvas-staff-activity-report-recipients)

## Integration Partners


## Studio

- [Getting Started with Studio: Build Your First Plugin](https://canvas-medical.help.usepylon.com/articles/4320944147-getting-started-with-studio)
- [Studio Reference Guide](https://canvas-medical.help.usepylon.com/articles/2111959321-studio-reference-guide)
- [Studio Admin Guide](https://canvas-medical.help.usepylon.com/articles/2234141107-studio-admin-guide)
- [Studio Admin Guide:  Gated release - from Promote to live in production](https://canvas-medical.help.usepylon.com/articles/7597495196-studio-admin-guide-setting-up-gated-release)

## Reference Plugins

- [Group Therapy Session Plugin](https://canvas-medical.help.usepylon.com/articles/3873660040-group-therapy-session-plugin)


- [Canvas Patient Safety Scale](https://canvas-medical.help.usepylon.com/articles/7194215286-canvas-patient-safety-scale)
- [Config | Privacy Link](https://canvas-medical.help.usepylon.com/articles/5488834057-)
- [Revenue | Adding CPT Code, Modifiers and CPT Units](https://canvas-medical.help.usepylon.com/articles/3710141189-revenue-adding-cpt-code-modifiers-and-cpt-units)
- [Labs | Ordering in Health Gorilla](https://canvas-medical.help.usepylon.com/articles/9512475619-labs-ordering-in-health-gorilla)
- [Appointments | Recall Appointment Lists](https://canvas-medical.help.usepylon.com/articles/3484488036-appointments-recall-appointment-lists)
- [Training | Management and Product Owners ](https://canvas-medical.help.usepylon.com/articles/9313970678-training-management-and-product-owners)
- [Training | Basics](https://canvas-medical.help.usepylon.com/articles/5357437743-training-basics)
- [Training | Clinical](https://canvas-medical.help.usepylon.com/articles/7271273093-training-clinical)
- [Panel | Outstanding Referrals](https://canvas-medical.help.usepylon.com/articles/2840851415-outstanding-referrals)
- [Data Migration Guide](https://canvas-medical.help.usepylon.com/articles/8162561919-data-migration)
- [Managing Service Area Zip Codes for Practice Locations](https://canvas-medical.help.usepylon.com/articles/8191726034-managing-service-area-zip-codes-for-practice-locations)
- [Managing Authorizations for Claims](https://canvas-medical.help.usepylon.com/articles/3705672680-managing-authorizations-for-claims)
- [Helpful Resources](https://canvas-medical.help.usepylon.com/articles/2177065727-helpful-resources)
- [Understanding Note States in Canvas](https://canvas-medical.help.usepylon.com/articles/2348566112-understanding-note-states-in-canvas)
- [How to Sign Notes in Canvas](https://canvas-medical.help.usepylon.com/articles/6989049547-how-to-sign-notes-in-canvas)
- [Configuring Note Signing Requirements](https://canvas-medical.help.usepylon.com/articles/5071031576-configuring-note-signing-requirements)
- [Bamboo Health Integration](https://canvas-medical.help.usepylon.com/articles/9810137130-bamboo-health-integration)
- [Processing Claims with Candid](https://canvas-medical.help.usepylon.com/articles/8260430747-processing-claims-in-canvas-for-candid)
- [How do I create a DME Prescription for a Patient?](https://canvas-medical.help.usepylon.com/articles/3235979839-how-to-create-a-printed-cpap-prescription-for-patients)
- [Can non-prescribing staff send prescriptions on the behalf of prescribers?](https://canvas-medical.help.usepylon.com/articles/8095252588-setting-up-rn-prescribing-permissions-and-erx-enrollment)
- [How do I resolve "Patient coverages must be sequential" lab order errors?](https://canvas-medical.help.usepylon.com/articles/3069343680-how-do-i-resolve-patient-coverages-must-be-sequential-lab-order-errors)
- [Why can't I mark a task as "Done" or "Closed" even though it appears in my task list?](https://canvas-medical.help.usepylon.com/articles/2771006803-why-can-t-i-mark-a-task-as-done-or-closed-even-though-it-appears-in-my-task-list)