Scheduling Patients
Click this to search for a patient
Binoculars
Under Practice Management you must click this tab to register a patient or update registration.
What is Registration.
This history item should be reviewed and updated at every visit. Some patients will have a list.
What are medications?
This is where you click to search for a patient.
What is the clipboard or up arrow.
Click this tab to document the problem associated with the office visit.
What is reason for visit.
This drop down must be changed to select the correct visit.
What is the Visit Type Drop Down
To avoid duplicate patients you should use this many identifiers when searching for a patient.
What is 2.
Births, Trimester, Para & Gravida are updated in this history section.
Pregnancy/Birth
Click here to pull forward a practice recommended visit template.
What is the lightening bolt or visit template tab.
When documenting in vitals you must click this radial box to indicate how you acquired it.
What is Electronically Acquired or pt. Reported.
A comment must always be placed here when scheduling an appt.
On the patient tab it is important to update this date every year. Patients should be aware of their rights.
HIPAA Stmt Exp
"My Short List" is used for this purpose
Personal short list for quick access.
In this section you will find provider Orders
Click here to document SDOH or SBIRT
What is Questionnaires
Click open times or this tab to schedule a patients appt.
What is Use Book
On the Account tab you must click this radial box to enter policy information.
Subscriber box
Pap smear, mammogram, and colonoscopy are all documented here.
What is Health Maintenance
Click here to change the patients pharmacy
On pharmacies in the Medication section.
When documenting in Health Maintenance you must enter these 2 things for UDS
Attribute and Date
To cancel, bump, move or acknowledge an appt. you must click on this Tab and pull up the schedule.
Appointment Management
At least how many fields should be completed on the Addtl Hx tab to complete registration.
What is minimal 7.
After updating meds & allergies you must always click here to add it to todays visit.
What is Include & reconcile.
This is where you click to send a patient message or refill request.
What is the triangle or Send Message icon.
OB procedure and LMP.