Book a Training Session

We offer UNLIMITED training sessions so that you can make the most of your OutSmart EMR subscription.

Before making a booking…

Prior to booking a training session, please ensure to check out our Knowledgebase, and watch the Getting Started videos below.

We are continually adding more articles and videos to help you get the answers you need quickly.  If you cannot find what you are looking for in the knowledgebase, you can also contact our support team at, or call us at 1-888-507-0826.

Training sessions are usually booked a couple of days in advance, so the above methods are usually best for quick questions.  If you still feel a dedicated training session is best for you, feel free to book one below.  There are no limits to how many training sessions you can book, however each session is limited to 30 minutes in duration.

Getting Started Videos


Prior to booking a training session, please ensure to watch our getting started training videos.  These will ensure that you can get started using OutSmart EMR as quickly as possible.

Introduction to Charting

This video is the best way to get familiar with how charting in OutSmart EMR works.  Start here if you are new to charting in OutSmart.

Initial Clinic Setup

This video will help you to get started with OutSmart EMR, from creating your account and setting up your office, to creating your event types and getting you calendar organized.

How to prepare for your training session

After booking a training session with one of our Client Success Specialists, you will receive an automated e-mail confirmation with important details regarding your training session.  It will also contain a link to access the training session.

A few minutes before your training session is about to start, you’ll need find this confirmation e-mail and click on the link, so do not delete the message from your inbox!

Also note that we are located in the eastern time zone, and all times indicated are in eastern time.

Advanced Medical Charting Training

This training session is for those who have already mastered charting fundamentals, covered in our Introduction to Charting video above.  In this session, we focus exclusively on advanced concepts in medical charting, such as PRO Charting, Smart Templates, Protocols, Smart Lists, Measurements, Prescriptions, IV Therapy, Injections, Acupuncture, etc.

If you are new to charting, this is not the right training session for you.  Instead, we have a thorough “Introduction to Charting” video above that will take you through basic charting concepts so that you can get setup with charting much faster.

To book an advanced charting training session, please contact our support team at, and request your training session.


General Training

This training session focuses on all areas of OutSmart with the exception of medical charting and SOAP charting.  Features like scheduling, online booking, dispensary management, invoicing, document management, patient management, intake forms, and more are covered in this session.