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This article explains the key points to consider when transitioning from Legacy model to Lite or Flex
The aspects covered in this article are:
- Calendar
- Inventory
- Services / Products Management
- GFE Management
Appointments and Calendar Management
As you transition to the Lite / Flex model, all your calendar settings will be conveniently managed directly within the EHR. This integration allows you to oversee both your calendar and appointment types seamlessly from one centralized platform, eliminating the need to access Acuity (no external app needed, everything handled in the EHR).
The calendar allows you to book, schedule and cancel appointments in one centralized view within the EHR
All of your calendar settings are accessible through the dropdown menu located in the upper right corner under "Calendar configuration"
Main account details:
Manage your appointment types:
Change your availability:
Set up your patient appointment notifications:
Inventory Ordering
You can conveniently place orders and review your order history through the inventory ordering tab:
Note: Under the Lite / Flex model there is no longer a requirement for inventory tracking, which eliminates the need for inventory counts/reconciliation report or scanning during service visits. You now have the flexibility to manage your inventory in a manner that best suits your operational needs. There is no inventory tracking feature available in the Lite / Flex EHR.
Services / Product Management
These are the options that will show internally in the service visit for charting.
Lite / Flex providers have the capability to manage all their services within the services/products management tab. Here, you can either import services from our Portrait library, which includes pre-made options that allow only price editing, or you can create custom services, which allows editing names, consents, standing orders, and care messages. 
This is the primary services library from Portrait where you choose which services you will offer:
Upon selecting the desired services, you have the option to activate them, thereby making these services available for selection on a patient profile for clearance or during the service visit process.
Alternatively, you can create your own services by selecting "New service group" or "New service" to establish a new service within a specific service group:
A crucial aspect of establishing custom service groups is the ability to generate your own consents and care messages. This functionality can now be accessed through the menu located in the upper right corner.
From this menu, you have the capability to create custom consents and care messages, which can be assigned to your custom created services. Unlike the Legacy EHR, this model provides you with complete flexibility to select the services you will offer.
GFE Management services
Under the Lite / Flex model, if you have the necessary license to clear patients, you now have the flexibility to choose from three options: clear your own patients, have them cleared by a third party of your choosing, or utilize our Portrait clearing services. The "GFE Management" tab provides an interface for toggling between these three options.
If you prefer not to route your patients for a new GFE, you have the option to request a GFE manually or to clear them on your own.
Example of a manual GFE request:
Example of a self-clearance process:
The "Indicated treatments" section now provides the option to select the specific service for which you wish to clear the patient. After making your selection, please proceed by clicking on "Approve services and diagnoses" to complete the required form.
For additional information on navigating your new model, we encourage you to review our articles designed specifically for Lite / Flex users:
Manage your calendar
https://support.joinportrait.com/knowledge/flex/luxe-calendar
Set up your appointment types
https://support.joinportrait.com/knowledge/setting-and-editing-your-offered-appointment-types
Manage your services
https://support.joinportrait.com/knowledge/how-to-use-the-services/products-management-tab
Learn how to process a GFE
https://support.joinportrait.com/knowledge/how-to-process-a-good-faith-examination-gfe-as-a-clearing-provider-/-physician-in-the-ehr
Note: when a provider is transferred from one Portrait model to another, the inventory pricing might not update immediately, please verify that your pricing has changed before placing your order and you may submit a ticket so the tech support team can rectify the pricing issue.