Collector
Clinical
Did You Know?
100

A patient chooses not to use insurance.

What is intentional self-pay?

100

I am looking for a testing that is not available at the patients preferred lab.

What is global orders?

(In the orders box click edit preferences to show global)

100

My patient needs additional help with food, housing, etc. 

What is Neighborhood Resource?

(chart>hamburger>third party apps)

200

You're sharing the patient's medical records + medications with their providers at connected care locations.

What is Health Data Sharing?

(be sure to click yes in Quickview to allow health data sharing + medication history authority)

200

This patient was checked in to see Dr Smith but should be seeing Dr Green. 

What is changing the rendering provider inside the encounter?

200
I'm expecting a fax but it hasn't come through the actual fax machine. 

What is 'faxes received'?

(purple bar- patients tab>faxes received)

300

When a patient arrives for check-in.

(what should you always do first)

What is greeting, name and date of birth?

300

My patient isn't due for her mammogram until October 2025 but she has an appt today (6/1/25).

What is future lab/imaging order?

(Orders will stay in pending status until they "wake up". The order will be sent to the facility on the chosen date.)

300
A patient stopped by the office requesting a copy of a particular lab to be printed and given to her.

What is asking the patient for TWO forms of ID when providing printed materials to a patient?