Remedly 2.0

EHR AI Tools (2.0)

• Ambient AI Assistant

EHR Overview

• Form Editor Guide: How to Manage Patient Forms (EHR 2.0)
• How to Check Patient Balance (EHR 2.0)
• General Workflow Overview: From Scheduling to Check Out (EHR 2.0)

EHR Admin Account

• Settings: Provider Schedules (EHR 2.0)
• Settings: Practice Setup (EHR 2.0)
• Consent Forms (EHR 2.0)
• Services (EHR 2.0)

EHR Patient Account

• How to Manage Patient Contacts (EHR 2.0)
• How to Manage Administrative Notes (EHR 2.0)
• How to Manage Patient Chart (EHR 2.0)

EHR Calendar

• How to Find Free Time Slots in the Calendar (EHR 2.0)
• How to Manage Virtual Appointments (EHR 2.0)
• How to Edit Appointments (EHR 2.0)
• How to Manage Appointments (EHR 2.0)
• Appointment Statuses (EHR 2.0)
• Appointments (EHR 2.0)

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EHR Charting

• How to Copy Over Previous Encounter Note (EHR 2.0)
• How to Manage Patient Encounters (EHR 2.0)

EHR Appointment Billing

• How to Share Patient Statement/Medical Bill via Email Video (EHR 2.0)
• How to Take Prepayments (EHR 2.0)

Revenue Cycle Management

• How to Use 'COB / Insurance Policies' Dashboard (RCM)
• How to Use 'Payments by Encounters' Report (RCM)
• How to Use A/R Aging Report (RCM)
• RCM Insurance Enrollment Workflows
• Understanding the Two Types of Claim Void (RCM)
• How to Create and Send Patient Statements (2.0)

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Partner Integrations

• How to Enroll in Integrated eLabs (EHR 2.0)
• LabSoft's Preferred Laboratories List (EHR 2.0)
• How to Use eLabs via LabSoft with Remedly (EHR 2.0)
• How to Use eFax via Concord with Remedly (EHR 2.0)
• How to Use eRx via Rcopia with Remedly (EHR 2.0)

Announcements 2.0

• 7/1/2026 Release Notes (2.0)
• 6/17/2026 Release Notes (2.0)
• 6/2/2026 Release Notes (2.0)
• 5/20/2026 Release Notes (2.0)
• 4/22/2026 Release Notes (2.0)
• 4/8/2026 Release Notes (2.0)

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Webinars 2.0

• Revenue Cycle Management (RCM) Webinar