Client / Patient Interactions
How do I create an appointment on the schedule?
Schedule --> Click anywhere on the schedule --> Look up the client/patient --> Create Appointment
An invoice must be ______ prior to being able to process payment.
Finalized
How do I create a new encounter outside of an appointment?
Patient Chart --> "New" --> Select Encounter Template
Where do I enter charges in an encounter?
Orders
Where do I find...incoming emails and text messages for clients?
Inbox
How do I log conversations with clients? (2 answers)
1. Patient Chart --> New --> Quick Note
2. Patient Chart --> New --> Encounter (Multiple Versions)
***Double points if you can tell me the difference between the two.
How can I tell if an owner has an outstanding balance?
In the patient's chart, there will be a orange DUE tag
How do I search the chart to find a specific items or keywords (EX: otitis externa, nuclear sclerosis, heartworm test)?
Patient Chart --> Search Bar
How do I create an estimate? (2 Answers)
Same Day Estimate: Enter Encounter --> Use Bottom Footer --> Create Estimate
Future Services:Patient Chart --> Billing --> Estimates --> Create Estimate
Where do I find...previous consent forms and estimates for a patient and send a new consent form?
Patient Chart --> Forms
How can I quickly lookup a price for a client?
Quick Price Check Tool ($)
On the ____ page, I can see patients in "Checking Out"
Flow
Where can I download full medical records for a patient? (Two answers)
Patient Chart --> Tools --> Full Medical Records
Patient Chart -->Share
I must update the dose AND ____ when ordering medications for the chart and invoice to be accurate.
Quantity
Where do I find...the end of day report?
Financials --> End of Day
Users can assign ____ to be completed by other users.
Tasks
How do I email or print a client's invoice?
Patient Chart --> Billing --> Select invoice --> Email Invoice or Download PDF
How do I mark a medical record as complete and prevent further edits?
Encounter --> SIGN
How do I order a labs and print a requisition sheet?
Patient Chart --> Encounter --> "Order Lab"
Where do I go to refill a medication or to see if the medication has a refill on it
Medications Tab
Where do I enter notes or alerts that should NOT be sent in the patient's medical record? (2 answers)
1. Patient/Client Alerts in Chart
2. Private Note
For estimates created for future dated procedures, how do you convert them into the encounter to create an invoice?
What is assigning the "unspecified" box in the estimate to the correct encounter for that procedure.
What can I use to quickly input discharge instructions or general information for clients?
Macros
True or False - I should be creating an invoice without an encounter
FALSE
Where do I find...tasks and Open Encounters with my name associated with them?
Dashboard