User Tracks
Choose your learning track based on your type of user and what's important to you.
Therapists
Getting to Know Opus
- How to Add a New Patient
- How to Add Patient Insurance
- How to Change a Patient's Status
- How to Add Patient Allergies
- How to Add Patient Contacts
- How to Delete a Patient
- How to Add an "Alert" for a Patient
- How To Assign A "Badge"
- How to Send Existing Documentation to a Patient's Portal or Relevant Contact Portal
- How to Manage Already Shared Documentation with a Specific Portal Account
- Assigning a Level of Care to a Day via Patient Calendar
- Placing a Client in a Scheduled Group Session
- Viewing a Document via the Patient Calendar
- Auto Filling Approved Days via Patient Calendar
- How to Sort Columns on the Document Archive
- How to Create Documentation from the Document Archive
- How to Find Documentation with an Effective Date in a Certain Time Frame
- How to Review/Co-sign Multiple Documents at once
- How to Share Documentation with the Patient
- How to Tag Other Users on Documentation
- How to Export a Document Report
- How To Unlock A Completed Document
- Group Creation And Group Notes Completion From The Group Screen
- How to Place a Client in a Group from the Patient Calendar
- How to Mark Attendance from the Schedule Screen
- How to Mark Attendance from the Groups Module
- How to Create/Edit Group Notes from the Groups Screen
- How to Create/Edit Group Notes from the Schedule Screen
- How to Add/Remove a Patient from an Existing Group in the Groups Screen
- How to Add/Remove a Patient from an Existing Group in the Schedule Screen
- How to Schedule Appointments
- How to Set an Appointment as Recurring
- How to Mark Patient Appointment Attendance
- How to Change the Date and Time of a Scheduled Appointment
- How to Access Documents Linked to a Service that has been provided in an Appointment
- How to Grant a Patient, or Contact, Access to the Patient Portal
- How to Access and Complete Forms in the Patient Portal
- How to Share (to a patient or contact) Previous and Upcoming Appointments
- How to Upload a Photo to a User's Profile
- How to Readmit a Patient
- A Patient's Guide to Completing Documentation Through the Patient Portal
- How to Download Documentation in Bulk for a Patient
- How to Add a Credit Card to the Patient Portal
Nursing
- Adding Vitals to a Patient's Chart
- Editing or Deleting Patient Vitals
- Exporting Vital Signs
- Adding a Vital Sign via the Settings Screen
- How to View the Vital Sign Trend Chart
- How to Add a New Scheduled Medication
- How to Add a New PRN Medication
- How to Update the Status of a Medication in MARS
System Admins
- How to Re-arrange Beds in Settings
- How to Assign a User from the Case Load Screen
- How to Add a Patient to a Case Role from the Case Load Screen
- How to Remove a Patient from a Case Load on the Case Load Screen
- How To Navigate The Billing Screen And Submit Charges
- How to Create User Accounts
- How to Delete a User's Account
- How to Edit a User Account
- How to Assign a Temporary Password for a User
- How to Grant a User Access to Locations through User Settings
- How to Enable a User's Access to Forms via Roles and Permissions Settings
- How to Add a Provider
- How to Add New Group Types
- How to Send a Mass Message to the Patient Portal