Need a closer look at your note before printing? Follow these steps below:

Step 1: Click on the note > Print

Step 2: Use the zoom feature on the print preview screen to get a closer look at your note

You can now get a better look of the note you're about to print. 🖨️

Have questions about printing your prescriptions, lab requests or certificates?

Send us a message and we'll help you out! 💯

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Seeing the first encounter date for a patient might be important in your practice, especially for patients with really long histories with you already. You can adjust your settings to show it in the header area.

Just go to Preferences and scroll down to the bottom.

Select First Note Date (up to 3 can be selected) and then Save

If you find that some of our built-in notes are not applicable to your practice (for example, if you're an Ophthalmologist and don't need patients' obstetric history), you can hide or filter these note types from your list.

To customize your note types:

1. Go to Settings
2. Select Preferences
3. Under Note Type Settings, you can review the available note types

4. Toggle off any note type that you don't need.

This way, you can streamline your note-taking process to better suit your specific practice needs.

Did you know that in Messages, you can also chat and communicate with your sub-users (such as clinic secretaries, or nurses) directly within our platform?

Step 1: Accessing Messages

To get started, log in to your SeriousMD account. On the left-hand menu, you will find the "Messages" tab.

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Step 2: Initiating a Chat

You can start a chat by selecting the user you want to communicate by clicking the chat icon

Click on your sub-users name, and a chat window will appear. You can send messages, images, files, and even send a sound notification by clicking on the bell icon

Utilize the chat feature to coordinate appointments, share patient information, and discuss important matters related to your practice with your sub-user.

With real-time communication at your fingertips, you can make quicker decisions and improve the overall patient experience.

If you need a guide on how to add a sub-user, click here to see how.

You may enable two factor authentication via the following:

Here's how to enable 2FA

In the Settings menu, locate and click on "Security," then select "Login and Security."

Click Configure under "Two Factor Authentication"

Choose your Authentication Method.

• Google Authenticator App
• Email/SMS

Using Google Authenticator App:

Step 1: If you haven't already, download the Google Authenticator app and log in to your existing Google account.

Step 2: Click 'Add a code' and allow camera access to scan the provided QR code.

Step 3: Scan the QR code and promptly input the generated code.

Step 4: Congratulations! You've successfully activated 2FA.

Via Email/SMS:

Step 1: If you prefer using email/SMS for authentication, ensure that this option is selected.

Step 2: Expect to receive a security code via the email/mobile number linked to your SeriousMD account.

Step 3: Input the received security code to finalize the setup process.

Once activated, every time you log in, you'll be prompted to enter the code generated by your chosen authentication method.

Do you have a list of common questions that patients ask before booking an appointment?

We've added an all new Frequently Asked Questions (FAQ) area inside your SeriousMD account.

Simply head over to your FAQ area by clicking here or you can find it anytime in your My Profile section.

Here's a Help Center article in case you need more help. ❤️

You can utilize the built-in tools of SeriousMD to speed up your creation of prescriptions.

In many situations, you'll come to the same diagnosis and would like to prescribe the same set of meds.

By building your templates database inside SeriousMD, it makes it easier for you the more you use the app.

You can save templates in your Settings area or just click here to jump to it.

You can also save template on the fly when you are creating a prescription.

Let's say you are creating a prescription and think "Hey, I can re-use this with a future patient."

Then just click Save as Template and give it a name before you save it. That way, it will show up in your list of templates.

How about the single med favorites? You can still add to your list of favorites and if perhaps you want to edit it eventually, you can just go to your Settings area or click here to jump to it.

Once you build up your favorites and templates over time of using SeriousMD, you'll start to notice that sometimes, all it takes is just to click the template and click Send to Patient ❤️

Bonus:

Let's say you created a prescription for a patient in the past, perhaps it's for maintenance medication.

When it's time for a refill, just create a new prescription and you'll see the REPRESCRIBE

section which you can just click and it will automatically copy over the meds you prescribed. Simple and quick! 😎

While our platform offers a range of built-in forms to streamline your practice, we understand that every doctor has unique needs.

There are specialty-specific forms and personalized templates that can significantly enhance your note-taking and documentation process, and we want to ensure you have access to them.

That's where our Custom Forms Library comes into play—an archive of specialized forms that you can freely explore and download at your convenience.

What are Custom Forms?

Custom Forms are specialized templates designed to streamline your patient documentation process. They cover a wide range of purposes, from intake forms to consent forms, and more!

How to Access Custom Forms:

• Step 1: Go to Settings > Templates > Custom Forms

• Step 2: Click on Library

• Step 3: You may use the search bar to quickly search for the custom form you need

• Step 4: Once you find the form, click on it then Download

How to use your recently downloaded custom form:

• Step 1: Open any patient record

• Step 2: Click + to create a new note

• Step 3: Go to Custom Forms or quickly search by typing

• Step 4: Select the custom form for use

You may be the type that prefers to always have the diagnosis indicated when you create prescriptions, certificates, and test requests for your patient.

With a click of a button, you'll be able to add the diagnosis.

Once you've entered the diagnosis under your SOAP note, you can include it on the certificate, test request, and prescription without having to retype it.
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Step 1: Select the Certificate/Test Request/Prescription.

​Step 2: Click the (...) button on the right-hand side. Next, click on Copy Diagnosis.

3. The diagnosis from your SOAP note will automatically be included. ✨

Take note that you should have content placed under diagnosis in the SOAP note first before creating the prescription or lab test.

We hope that this feature makes it easier for you to add the diagnosis to your document! 💯
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Did you know that there are two hidden features in our built-in medical certificate form that allows you to exclude the number of rest days when it's not needed?

The Hidden Feature #1: Inputting "0" for Rest Days

You can input "0" (zero) in the rest days section of the medical certificate form, and the corresponding sentence regarding rest days will not be included in the certificate.

Applying this is simple:

Fill out the form as usual: Start by filling out the rest of the medical certificate form as you normally would, providing all necessary medical information.

Rest Days Section: When you reach the section asking for the number of rest days recommended, simply input "0" (zero) in the corresponding field.

The Hidden Feature #2: Further Recommendations

If you don't want to input anything under Further Recommendations, this will also not be included int he certificate.

Complete the Certificate: Finish completing the rest of the certificate then click Save and Send to Patient.

That's it! By following this simple step, you can make your medical certificates more concise and patient-friendly.