Checklists & General Resources

Client Safety Advisory

• Scheduled Billing Advisory: Duplicate Claims Created
• May 6, 2026 Update on Break/Fix Related to April 27th Safety Advisory: Subset of Grey Tool Bar Icons are Not Actioning as Intended
• Mouse Settings: Scrolling Alert
• Scanned Documents May Not Be Visible

Downtime

• Profile EMR Downtime Forms (Admin & Clinical)
• Profile EMR Downtime Procedures - Prior, During, and Recovery
• PARIS Downtime - How it impacts Profile EMR Users

Checklists

• Onboarding (New Staff) Checklist
• Offboarding (Departing Staff) Checklist
• New Clinics - Help Files
• Profile EMR Clinician Checklist
• Profile EMR Admin Checklist

Other Resources

• Profile EMR Teams: Address, ScanFax Folder Location, Phone, Conventional Fax, RightFax, and Hours
• Resources & Support
• Add MRN to Client Record
• Diabetes in Pregnancy (DiP) Form
• Deleting/Inactivating Problems in Profile EMR
• How to add yourself as MRP in CareConnect

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