Before

Important Note: 
  • It is necessary to register the email or the patients

    Direct account in the

     Patient Details screen.
  • The EHRez portal will use the Microsoft Health Vault patients portal. 

After
  • By closing the progress note the Auto-upload clinical summary for this patient option will be automatically marked in the Close Patient Encounter screen.
  • If patient has a Direct account registered in the Patient Details screen the Direct field will be filled. 

  • Fill the Encounter Billable Problem List area and the Encounter Procedures section with the corresponding information.

  • Press the Save and Close button. 

  • The clinical information will be sent to patient.



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