Learn More About General Features

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Login 4

• Login
• Login / Progress Note Audit
• Two-Factor Authentication
• Language and Date Format Requirements

Main Menu 6

• Modules Description
• Main Menu
• Classic Main Menu
• Modern Main Menu
• Main Menu / Activity Panel

See all 6 articles

Header 1

• Header (Summary)

Messages 2

• Messages
• Messages / Summary Reconcilation

Feedback 1

• Feedback

About 1

• About

Frequently Asked Questions about General Areas

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Secure Messaging 1

• Secure Messaging

Hosted Version (SAAS) 1

• How does Hosted Version works??

Main Menu 8

• How to set a default Main Menu?
• How to verify the elgibility of non existing patients from main menu?
• How to add a photo to the user profile?
• How to open a patients progress note from main menu?
• How to close the application?

See all 8 articles

Messages 2

• How send a message a office user, patient and providers?
• How to reconcile allergies, medications and diagnoses in a CCDA?

Learn More About Appointments

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Appointments / EHRez Patient Portal / Appointments Requests / Notifications 3

• How the patient requests appointments, through EHRez Patient Portal?
• How does the office handle appointment requests through the EHRez Patient Portal?
• Reasons why the patient does not receive text messages

Appointments / Appointments 3

• Appointments
• Appointments EHREz Portal
• Appointments / Appointments List View

Appointments / Appointments Details 2

• Appointments / Appointment Details
• Appointment / Appointments Details (List View)

Appointments / SMS 3

• Appointments / Appointments Confirmation Service
• Appointments / SMS
• Text Message Usage Count

Appointments / View Calendar 1

• Appointments / View / Calendar

Appointments / Billing 1

• Appointments / Billing

Appointments / Eligibility 1

• Appointments / Eligibility

Appointments / Internal Referral 1

• Appointments / Internal Referrals

Appointments / Reports 1

• Appointments / Reports

Appointments / Reports / Communications 1

• Appointments / Reports / Communication

Appointments / Schedule Appointments 1

• Appointments / Schedule Appointments

Appointments / Alerts 4

• Appointments / Alerts
• Appointments / Alerts / General Alerts
• Appointments / Alerts / Patient Alerts History
• Appointments / Alerts / New Patient Alert

Appointments / Providers 1

• Appointments / Providers

Appointments / Offices 1

• Appointments / Offices

Appointments / Side Panel 1

• Appointments / Side Panel Settings

Appointments / Appointment Search 2

• Appointments / Search / Appointment Search
• Appointments / Search / Lookup

Appointments / View Orders 2

• Appointments / View Orders / View Orders
• Appointments / View Orders / View Summary

Appointments / Search 1

• Appointments / Search

Appointments / Patient Details 2

• Appointments / Patients Details
• Appointments / Create vs Patients Details

Appointments / Signatures 1

• Appointments / Signatures

Appointments / Appointments Settings 4

• Appointments / Settings / Appointment Settings
• Appointments / Holidays and Vacation Settings
• Appointments / Settings / Office Rooms
• Appointments / Settings / Appointment Types

Appointments / Save Layout 1

• Appointments / Save Layout

Appointments / Workflow 1

• Appointments / Workflow

Appointments / Office Directory 1

• Appointments / Office Directory

Appointments / View Log 1

• Appointments / View Log

Frequently Asked Questions about Appointments

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Appointments 8

• How to add an appointment for a new patient?
• How to add an appointment for an existing patient?
• How to edit an appointment?
• How to delete an appointment?
• How to indicate when a patient arrives at the office?

See all 8 articles

Appointments / Appointment Details 1

• How to view a patient's appointment detail?

Appointments / Send SMS 2

• How to send text message to manage notifications?
• How can text message templates be configured?

Appointments / Create vs Patients Details 1

• Appointments / Create vs Patients Details

Appointments / View / Calendar 1

• How to select a category in order to display the appointments screen?

Appointment / Billing 2

• How to access the billing screen through Appointments?
• How do we register patients' payments through appointments?

Appointments / Eligibility 1

• How do we register patients' payments through appointments?

Appointment / Internal Referrals 1

• How to create a patient's appointment through an internal referral?

Appointments / Reports 1

• How to create reports of patients' appointments?

Appointments / Reports / Communication 1

• How to send a reminder through an email?

Appointments / Schedule Appointments 1

• How to create recurring appointments for a patient?

Appointments / Save Layout 1

• How to configure the screen layout as per the user's preference?

Appointment / Workflow 2

• How to access the Workflow screen from Appointment?
• How to add arrived patients in the Workflow area?

Appointments / Office Directory 3

• How to configure the contact in the office or facility directory?
• How to edit a contact in the office or facility directory?
• How to delete a contact in the directory of the office or facility?

Appointments / Alerts 3

• How to see a patient's office alerts?
• How to create patient's alerts from the Appointments screen?
• How to view the created patient's alerts history?

Appointments / Search / Appointment Search 1

• How to create a patients appointment for a specific office or provider?

Appointments / Search / Lookup 1

• How to search a patient's past, present and future appointments?

Appointments / View Orders / View Orders 2

• How to view and print a patient's order?
• How to print the patient's orders sent the same day?

Appointments / View Orders / View Summary 1

• How to see the summary of treatment summary given to the patient from the Appointments screen?

Appointments / Offices 1

• How to create an appointment for a specific office?

Appointments / Providers 1

• How to create an appointment for a specific provider?

Appointments / Side Panel 1

• How to manage the Side Panel section?

Appointments / Search 1

• How to view the patient's appointment history?

Appointments / Patients Details 1

• How to create or view the patient's demographic information?

Appointments / Signatures 1

• How to register the patient's signature?

Appointment / Settings / Appointment Settings 2

• How to configure the office work hours?
• How to configure office hours by provider?

Appointment / Settings / Holiday and Vacations 2

• How to add or edit vacations and/or holidays?
• How to activate or deactivate vacation days or holidays?

Appointments / Settings / Office Rooms 4

• How to add an evaluation office room?
• How to edit an evaluation office room?
• How to deactivate an evaluation office room?
• How to organize the office rooms according to the user's preferences?

Appointments / Settings / Appointment Types 3

• How to add an appointment type?
• How to edit an appointment type?
• How to delete an appointment type?

Appointments / Patient Portal / Appointment Request / Notifications 2

• How does the patient request appointments through the EHRez Patient Portal?
• How does the office handle appointment requests through the patient portal?

Learn More About Patient Details

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Patients 2

• Patients
• Patients / EHRez Patient Portal

Patients / Addresses 1

• Patients / Addresses

Patients / Deactivate 1

• Patients / Deactivate

Patients / Alerts Manager 1

• Patients / Alert Manager

Patients / Eligibility 1

• Patients / Eligibility

Patients / History 1

• Patients / History

Patients / Merge 1

• Patients / Merge

Patients / Related Providers 1

• Patients / Related Providers

Patients / Relatives 1

• Patients / Relatives

Patients / View Orders 1

• Patients / View Orders

Patients Office Directory 1

• Patients / Office Directory

Patients / Alerts 4

• Patients / Alerts
• Patients / Alerts / General Alerts
• Patients / Alerts / Patient Alert History
• Patients / Alerts / New Patient Alert

Patients / Print 1

• Patients / Print

Patients / Signatures 1

• Patients / Signatures

Patients / Appointments 1

• Patients / Appointments

Patients / Documents 1

• Patients / Documents

Patients / Billing 1

• Patients / Billing

Patients / Pharmacies 1

• Patients / Pharmacies

Patients / Insurances 1

• Patients / Insurances

Patients / Save Layout 1

• Patients / Save Layout

Frequently Asked Questions about Patient Details

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Patients 4

• How to add a new patient?
• How to edit a patient's record?
• How can I see the inactive patients record in the application?
• How to avoid duplicated patients record?

Patients / Addresses 3

• How to add a patient's additional address?
• How to edit a patient's additional address?
• How to remove a patient's additional address?

Patients / Deactivate 1

• How to deactivate a patient's record?

Patients / Alert Manager 1

• How to manage administrative and clinical alerts for a specific patient or for all patients who have alerts?

Patients / Eligibility 2

• How to verify an eligibility from the Patients Details screen?
• How to create a new patient record from the Patient Eligibility screen?

Patients / History 1

• How can I view a patient's history of changes, record and emailing?

Patients / Merge 1

• How to merge duplicate records?

Patients / Related Providers 3

• How to register a patient-related provider?
• How to edit a provider, patient-related?
• How to eliminate a patient-related provider?

Patients / Relatives 3

• How to add a patient's family member or relative?
• How to edit a patient's family member or relative?
• How to delete a patient's family member or relative?

Patients / View Orders 2

• How to view and print a patient's orders?
• How to print the patient's orders sent the same day?

Patients / Office Directory 3

• How to set up contacts in the office or center directory?
• How to edit a contact in the office or center directory?
• How to delete a contact in the office or center directory?

Patients / Alerts 3

• How to view a patient's alert history?
• How to create a patient's alert?
• How to view a patient's office alerts?

Patients / Print 1

• How to print the patient demographic report?

Patients / Signatures 2

• How to record the patient's signature upon arrival at the office?
• From which screens can the patient's signature be registered?

Patients / Appointments 1

• How to create appointments from the Patient Details screen?

Patients / Documents 4

• How to scan a document?
• How can a user review scanned documents?
• How to save a document?
• How to add a patient consent form?

Patients / Billing 4

• How to access the billing screen, from Patient Details?
• How to register patient payments from the Patients screen?
• How to access and print the product sales report for an office or center?
• How to access and print the product sales report for an office or center?

Patients / Pharmacies 3

• How to add a favorite pharmacy through the search section?
• How to select the favorite pharmacy, closest to the office?
• How to eliminate a favorite pharmacy?

Patients / Insurances 1

• How to add an Medical Insurance Company, that does not appear in the list?

Patients / Save Layout 1

• How to display the patient screen, according to the user's preference?

Patients / EHRez Patiens Portal 5

• How to create an account on the EHRez patient portal?
• How to respond to messages received?
• How to see and respond to a new message?
• How to write a new message?
• How to request appointments through the patient's portal?

Learn More About Clinical Records

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Clinical Records 1

• Clinical Records

Clinical Records / Encounter Signoff 1

• Clinical Records / Encounter Signoff

Clinical Records / Disclosures 1

• Clinical Records / Disclosures

Clinical Records / View Orders 1

• Clinical Records / View Orders

Clinical Records / Delete Open Notes 1

• Clinical Records / Delete Open Notes

Clinical Records / E-Labs 1

• Clinical Records / E-Labs

Clinical Records / Clinical Reports 1

• Clinical Records / Clinical Reports

Clinical Records / Past Encounters 1

• Clinical Records Past Encounters

Clinical Records / New Progress Notes 1

• Clinical Records / New Progress Note

Advanced Progress Note 1

• Advanced Progress Note / Introduction

Advanced Progress Note / Search 1

• Advanced Progress Note / Search

Advanced Progress Note / Settings 1

• Advanced Progress Note / Settings

Advanced Progress Note / Settings / Patient Alerts 2

• Advanced Progress Note / Settings / Patient Alert History
• Advanced Progress Note / Settings / Patient Alert

Advanced Progress Note / Settings / Progress Note Custom Configuration 8

• Advanced Progress Note / Settings / Progress Templates Settings
• Advanced Progress Note / Settings / Assessment & Plan Settings
• Advanced Progress Note / Settings / Authorized Orders Settings
• Advanced Progress Note / Evaluation Tags Settings
• Advanced Progress Note / Settings / Follow Up Settings

See all 8 articles

Advanced Progress Note / Settings / Layout Settings 4

• Advanced Progress Note / Settings / List Sections Settings
• Advanced Progress Note / Settings / Save Layout
• Advanced Progress Note / Settings / Side Bar Settings
• Advanced Progress Note Settings / Restore Layout

Advanced Progress Note / Settings / Printout Settings 5

• Advanced Progress Note / Settings / Exclude modifications block print out
• Advanced Progress Note / Settings / Print Clinical Evaluation first level as bold
• Advanced Progress Note / Settings / Print Progress Note as sorted list
• Advanced Progress Note / Settings / Use Enhanced Syntax
• Advanced Progress Note / Settings / Print Note After Closing

Advanced Progress Note / Settings / Time Stamp Settings 3

• Advanced Progress Note / Settings / Print with time stamp
• Advanced Progress Note / Settings / Show Time Stamp Editor
• Advanced Progress Note / Settings / Show Time Stamps

Advanced Progress Note / Save/ Close Encounter 1

• Advanced Progress Note / Close Patient Encounter

Advanced Progress Note / Leave Note Open 1

• Advanced Progress Note / Leave Open

Advanced Progress Note / Closed Encounters 1

• Advanced Progress Note / Closed Encounters

Advanced Progress Note / Print [Report] 1

• Advanced Progress Note / Print [Report]

Advanced Progress Note / Summary 1

• Advanced Progress Note / Summary

Advanced Progress Note / Order Result 1

• Advanced Progress Note / Order Results

Advanced Progress Note / Smart Box 1

• Advanced Progress Note / Smart Box

Advanced Progress Note / ABG (Arterial Blood Gas) 1

• Advanced Progress Note / ABG (Arterial Blood Gas)

Advanced Progress Note / Active Tasks 1

• Advanced Progress Note / Active Tasks

Advanced Progress Note / Addendums / Amendments 1

• Advanced Progress Note / Addendums & Amendments

Advanced Progress Note / Allergies 1

• Advanced Progress Note / Allergies

Advanced Progress Note / Anticipatory Guidance 1

• Advanced Progress Note / Anticipatory Guidance

Advanced Progress Note / Blood Sugar 1

• Advanced Progress Note / Blood Sugar

Advanced Progress Note / Calls 1

• Advanced Progress Note / Calls

Advanced Progress Note / Chief Complaint 1

• Advanced Progress Note / Chief Complaint

Advanced Progress Note / Clinical Decision Support 1

• Advanced Progress Note / Clinical Decision Support

Advanced Progress Note / Clinical Evaluation 1

• Advanced Progress Note / Clinical Evaluation

Advanced Progress Note / Clinical Report 1

• Advanced Progress Note / Clinical Report

Advanced Progress Note / Clinical Support 1

• Advanced Progress Note / Clinical Support

Advanced Progress Note / Clinical Tasks 1

• Advanced Progress Note / Clinical Tasks

Advanced Progress Note / Custom Alerts 1

• Advanced Progress Note / Customs Alerts

Advanced Progress Note / Custom Evaluation 1

• Advanced Progress Note / Custom Evaluation

Advanced Progress Note / Delivery History 1

• Advanced Progress Note / Delivery History

Advanced Progress Note / Developmental Milestones 1

• Advanced Progress Note / Pediatric Developmental Milestones

Advanced Progress Note / Documents 1

• Advanced Progress Note / Documents

Advanced Progress Note / Drug Prescription 1

• Advanced Progress Note / Drug Prescription

Advanced Progress Note / Education Handouts 1

• Advanced Progress Note / Education Handouts

Advanced Progress Note / Evaluation Forms 1

• Advanced Progress Note / Evaluation Forms

Advanced Progress Note / Evaluation Notes 1

• Advanced Progress Note / Evaluation Notes

Advanced Progress Note / Export Progress Notes 1

• Advanced Progress Note / Export Progress Note

Advanced Progress Note / Family History 1

• Advanced Progress Note / Family History

Advanced Progress Note / Immunizations 1

• Advanced Progress Note / Immunizations

Advanced Progress Note / Medications 11

• Advanced Progress Note / Medications / Medications History
• Advanced Progress Note / Medications / New Prescription
• Advanced Progress Note / Medications / Adm Drugs
• Advanced Progress Note / Medications / Search Medications
• Advanced Progress Note / Medications / Reference

See all 11 articles

Advanced Progress Note / Menstrual History 1

• Advanced Progress Note / Menstrual History

Advanced Progress Note / Orders 7

• Advanced Progress Note / Orders
• Advanced Progress Note / Orders / Add Orders
• Advanced Progress Note / Orders / Order Results
• Advanced Progress Note / Orders / Order History
• Advanced Progress Note / Orders / E-Labs

See all 7 articles

Advanced Progress Note / Optimal Instrument 1

• Advanced Progress Note / Optimal Instrument

Advanced Progress Note / Past History 1

• Advanced Progress Note / Past History

Advanced Progress Note / Patient Notes 1

• Advanced Progress Note / Patient Notes

Advanced Progress Note / Patient Summary (CCDA) 1

• Advanced Progress Note / Patient Summary (CCDA)

Advanced Progress Note / Pediatric Charts 1

• Advanced Progress Note / Pediatric Chart (Growth Tracking)

Advanced Progress Note / Physical Exam 1

• Advanced Progress Note / Physical Exam

Advanced Progress Note / Physical Examination 1

• Advanced Progress Note / Physical Examination

Advanced Progress Note / Pregnancy Information 6

• Advanced Progress Note / Pregnancy Information
• Advanced Progress Note / Pregnancy Information / Prenatal Visit
• Advanced Progress Note / Pregnancy Information / Delivery Information
• Advanced Progress Note / Pregnancy Information / Print / Print Antepartum Report
• Advanced Progress Note / Pregnancy Information / Fetal Growth

See all 6 articles

Advanced Progress Note / Physical Therapy 1

• Advanced Progress Note / Physical Therapy

Advanced Progress Note / Plan of Care 1

• Advanced Progress Note / Plan of Care

Advanced Problem List / Problem List 1

• Advanced Progress Note / Problem List

Advanced Progress Note / Procedures 1

• Advanced Progress Note / Procedures

Advanced Progress Note / Patient Referral 1

• Advanced Progress Note / Patient Referral

Advanced Progress Note / ROS Review of System 1

• Advanced Progress Note / ROS

Advanced Progress Note / Rule Outs 1

• Advanced Progress Note / Rule Outs

Advanced Progress Note / Signatures 1

• Advanced Progress Note / Signatures

Advanced Progress Note / Sleepiness Scale 1

• Advanced Progress Note / Sleepiness Scale

Advanced Progress Note / Smoking Status 1

• Advanced Progress Note / Smoking Status

Advanced Progress Note / Specialties (USA) 4

• Physical Evaluation Screens
• Pediatrics Screens
• OB-Gyn Screens
• Psychiatry & Psychology Screens

Advanced Progress Note / Task History 1

• Advanced Progress Note / Tasks History

Advanced Progress Note / Triage 1

• Advanced Progress Note / Triage

Advanced Progress Note / Vital Signs 5

• Advanced Progress Note / Vital Signs
• Advanced Progress Note / Add Vital Signs
• Advanced Progress Note / Vital Signs / Print
• Advanced Progress Note / Vital Signs / Settings
• Compatible Devices for Vital Sign Recording

Quick Progress Note 1

• Quick Progress Note / Introduction

Frequently Asked Questions about Clinical Areas »

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Clinical Record 2

• How to open a NEW progress note for a scheduled patient?
• How to identify if a patient has an open or incomplete progress note?

Clinical Records / Encounter Signoffs 1

• How to handle the Encounter Signoffs screen?

Clinical Records / Disclosures 4

• How to add a Disclosure?
• How to edit a Disclosure?
• How to deactivate a Disclosure?
• How to print a Disclosure report?

Clinical Records / View Orders 2

• How to view and print patient orders from the Clinical Records screen?
• How to print the orders, sent to the patient the same day of the encounter?

Clinical Records / Delete Open Notes 2

• How to delete an open progress note of a specific patient?
• How to verify and delete open progress notes?

Clinical Record / E-Labs 4

• How to add a E-Labs result to a current patient?
• How to assign the result of E-labs to a new patient?
• How to inactive a lab result?
• Where are the E-Labs results added to patient seen?

Clinical Records / Clinical Reports 3

• How to create a Clinical Report from the Clinical Record screen?
• How to edit a clinical report from the Clinical Records screen?
• How to delete a clinical report from the Clinical Records screen?

Clinical Records / Past Encounters 6

• How can I view a patient's past encounters?
• How to print a progress note, from the Past Encounters screen?
• How to save a progress note, from the Past Encounters screen?
• How to save a progress note and print it from the Past Encounters screen?
• How to open a new progress note, from the Past Encounters screen?

See all 6 articles

Clinical Records / New Progress Note 2

• How to display a new progress note, from the Clinical Records screen?
• How can the provider see the selected patient's future appointments?

Advanced Progress Note / Settings / New Alert 1

• How to create a patient alert from clinical area?

Advanced Progress Note / Settings / Patient Alert History 1

• How to view the history of a patient's clinical alerts?

Advanced Progress Note / Settings / Progress Template Settings 3

• How to configure progress note templates?
• How to edit a progress note template?
• How to delete a progress note template?

Advanced Progress Note / Settings / Assessment & Plan Settings 1

• How to configure a keyword to be automatically updated in the Assessment & Plan section?

Advanced Progress Note / Settings / Authorized Orders Settings 1

• How to select a user to create orders on behalf of a provider?

Advanced Progress Note / Settings / Evaluation Tags Settings 1

• How to add a category to group evaluation phrases to be used in the Clinical Evaluation section?

Advanced Progress Note / Settings / Follow Up Settings 3

• How to add a follow up visit phrase?
• How to edit a follow up visit phrase?
• How to delete a follow up visit phrase?

Advanced Progress Note / Settings / Phrases Settings 3

• How to add a phrase to be used in the Clinical Evaluation section?
• How to edit a phrase?
• How to delete a phrase?

Advanced Progress Note / Settings / Use Custom Closing Procedures Codes USA 1

• How to configure the deployment of Custom Closing Procedures Codes when closing a progress note?

Advanced Progress Note / Settings / List Sections Settings 4

• How to add a section in order to be displayed in the Patient Dashboard section?
• How to configure the order of the sections to be displayed in the Advanced Progress Note screen?
• How to delete a section of the Patient Dashboard panel, in the Advanced Progress Note screen?
• How to configure the list of sections to be identified with the color of your choice?

Advanced Progress Note / Settings / Save Layout 1

• How to save the user's preferred layout in the Advanced Progress Note screen?

Advanced Progress Note / Settings / Side Bar Settings 5

• How to configure the categories and buttons to be displayed, in the Side Bar section
• How to edit the title of the categories in the Side Bar section?
• How to delete a category or item (buttons), in the Side Bar section?
• How to reorganize the categories or buttons in the Side Bar section?
• How to configure Side Bar items by age, age type and gender?

Advanced Progress Note / Settings / Restore Layout 1

• How to return to the Advanced Progress Note screen original layout?

Advanced Progress Note / Settings / Print Clinical Evaluation first level as bold 1

• What to do when printing a progress note areas of the first level of the clinical evaluation are displayed as bold?

Advanced Progress Note / Settings / Print Progress Note as Sorted List 1

• How to configure the progress note format in order to be printed as sorted list?

Advanced Progress Note / Settings / Use Enhanced Syntax 1

• How to configure the clinical assessment to be displayed as a paragraph?

Advanced Progress Note / Settings / Print Note After Closing 1

• How to automatically display the progress note to be printed at the time of closing an encounter?

Advanced Progress Note / Settings / Print With Time Stamps 1

• What to do to display the user's date and initials, which you documented, in the patient's clinical evaluation?

Advanced Progress Note / Settings / Show Time Stamp Editor 1

• How to edit the date and time on the Clinical Evaluation section?

Advanced Progress Note / Settings / Show Time Stamp 1

• Hot to show the time stamps in the Clinical Evaluation section on the Advanced Progress Note screen?

Advanced Progress Note / Leave Open 1

• How to leave an open progress note from the Advanced Progress Note screen?

Advanced Progress Note / Save / Close Patient Encounter 6

• How to save a Progress Note?
• How to send a clinical summary to the patients portal?
• How to print a clinical summary in order to give to patient?
• How to add applicable F-codes based on the patient's clinical evaluation?
• How to record the signature of the patient and/or legal guardian at the time of closing the progress note?

See all 6 articles

Advanced Progress Note / Closed Encounter 5

• How to review a closed patient encounter?
• How to print a closed patient encounter?
• How to discharge a patient's past encounter?
• How to display the service history, by patient encounter?
• How to review a patient's closed progress note?

Advanced Progress Note / Clinical Summary 1

• How can the user view and print a patient's clinical summary?

Advanced Progress Note / Order Results 1

• How can the user see the results of a patient's orders?

Advanced Progress Note / Smart Box 1

• How to use phrases, medications, orders, and frequent procedures?

Advanced Progress Note / Print 2

• How to configure and organize the report sections of the progress note?
• From which screens can a progress note be printed?

Advanced Progress Note / ABG (Arterial Blood Sugar) 3

• How to add the patient's arterial blood sugar levels?
• How to edit a patient's arterial blood sugar level information?
• How to print the patient's arterial blood sugar level report?

Advanced Progress Note / Active Tasks 1

• How can I see a patient's clinical treatment tasks?

Advanced Progress Note / Addendum & Amendments 2

• How to add an Addendum note to a progress note?
• How to add an Addendum note, through the Encounter Signoffs screen?

Advanced Progress Note / Allergies 5

• How to document the patient's allergies?
• How to document when patient does not have allergies?
• How to document when a patient does not have allergies?
• How to edit an allergy?
• How to deactivate a allergy?

Advanced Progress Note / Anticipatory Guidance 2

• How to record preventive, pediatric-specific patient care information?
• How to print a pediatric patient's advance directive report?

Advanced Progress Note / Blood Sugar 3

• How to record a patient's blood sugar levels?
• How to edit a record in a patient's blood sugar levels?
• How to print the report of sugar level in the patient's blood?

Advanced Progress Note / Calls 3

• How to document a phone call?
• How to edit a phone call?
• How to delete a phone call?

Advanced Progress Note / Chief Complaint 1

• How to document the Chief Complaint information in the Clinical Evaluation screen?

Advanced Progress Note / Clinical Evaluation 7

• How to add options in Clinical Evaluation screen?
• How to edit the options in the Clinical Evaluation screen?
• How to add a sub-category to an option in the Clinical Evaluation screen?
• How to delete an option in the Clinical Evaluation screen?
• How to document in the Clinical Evaluation section?

See all 7 articles

Advanced Progress Note / Clinical Support 4

• How do I search for an article using Search?
• How to search for an article, using diagnostic codes?
• How to submit an article to the patient portal?
• How to add patient education?

Advanced Progress Note / Clinical Report 3

• How to create a Clinical Report?
• How to edit a Clinical Report?
• How to delete a clinical report?

Advanced Progress Note / Clinical Tasks 2

• How to configure clinical tasks to a patient?
• How to configure clinical tasks, through Templates?

Advanced Progress Note / Custom Alerts 1

• How to create clinical alerts, for a particular patient?

Advanced Progress Note / Custom Evaluation 1

• How to document a specialized evaluation in the Clinical Evaluation screen?

Advanced Progress Note / Delivery History 1

• How to add a previous pregnancy?

Advanced Progress Note / Development Milestones 2

• How to document the information on the developmental indicators of a pediatric patient?
• How to print the pediatric patient development indicators report?

Advanced Progress Note / Documents 4

• How to scan a document?
• How can the user review the scanned documents?
• How to save a document?
• How can the user review the scanned documents?

Advanced Progress Note / Drug Prescription 1

• How to create and send an electronic prescription?

Advanced Progress Note / Education Handouts 3

• How to document a patient's education?
• How to print a patient's education?
• How to delete a patient's education?

Advanced Progress Note / Export Progress Note 3

• How to print a progress note?
• How to save a progress note?
• How to save a progress note and print it?

Advanced Progress Note / Evaluation Forms 3

• How to document patient questionnaires?
• How to view the history of questionnaires, performed on the patient?
• How to delete a patient's questionnaire?

Advanced Progress Note / Evaluation Notes 3

• How to document a patient evaluation note?
• How to delete a patient's evaluation note?
• How to print a patient's evaluation notes?

Advanced Progress Note / Family History 3

• How to register a patient's family history?
• How to edit a registered relative in a patient's family history?
• How to remove a relative from the patient's family history?

Advanced Progress Note / Immunizations 6

• How to record the patient's vaccines administered?
• How to edit a vaccine administered to the patient?
• How to deactivate a vaccine administered to the patient?
• How to print a vaccination certificate? (Puerto Rico Only)
• How to print the report of the vaccines administered to the patient?

See all 6 articles

Advanced Progress Note / Medications 16

• How to renew medications?
• How to create and send an electronic prescription?
• How to register a patient's medications?
• How to change a medication dosage?
• How to discontinue or cancel a patient's medication?

See all 16 articles

Advanced Progress Note / Menstrual History 5

• How to record menstrual period history?
• How to edit a menstrual period history record?
• How to delete a menstrual period history record?
• How to record the absence of the menstrual period?
• How to print a menstrual period report?

Advanced Progress Note/ Orders 11

• How to create an order?
• How to review laboratory results already registered?
• How to add a result to an order?
• How to create an order template?
• How to create an order using templates?

See all 11 articles

Advanced Progress Note / Past History 1

• How to document the patient's past history in the Clinical Evaluation screen?

Advanced Progress Note / Patient Notes 3

• How to record information or documents related to the patient's medical history?
• How to edit the clinical history information of a patient note?
• How to print the patient's medical history information?

Advanced Progress Note / Patient Summary 1

• How to print, send or export the patient's clinical summary?

Advanced Progress Note / Pediatrics Chart (Growth Tracking) 2

• Where can the growth charts of a pediatric patient be observed?
• How to print the growth chart report for a pediatric patient?

Advanced Progress Note / Physical Exam 1

• How to document the patient's physical examination in the Clinical Evaluation screen?

Advanced Progress Note / Pregnancy Information 4

• How to document a pregnancy?
• How to document a prenatal visit?
• How to edit a prenatal visit?
• How to print a prenatal visit?

Advanced Progress Note / Problem List 9

• How to register a diagnosis to the patient?
• How to edit a diagnosis?
• How to document when the patient has no active diagnoses?
• How to identify a diagnosis as resolved or inactive?
• How to save the reviewed diagnosis?

See all 9 articles

Advanced Progress Note / Procedures 4

• How to document a procedure?
• How to edit a procedure?
• How to deactivate a procedure?
• How to print a procedure?

Advanced Progress Note / Referrals 6

• How to document a patients referral? (Print Only)
• How to send a referral to another provider?
• How to configure a Direct account to a provider?
• How to change the status of a referral from Pending to Complete?
• How to remove a patient's referral?

See all 6 articles

Advanced Progress Note / ROS (Review of Systems) 1

• How to document the ROS information in Clinical Evaluation screen?

Advanced Progress Note / Rule Out 1

• How to record exclusions to a patient's diagnosis or condition?

Advanced Progress Note / Sleepiness Scale 2

• How to document a patient's sleep scale information?
• How to edit a patient's documented sleep scale information?

Advanced Progress Note / Smoking Status 3

• How to record that a patient smokes?
• How to record that a patient does NOT smoke?
• How to delete a record in Smoking Status?

Advanced Progress Note / Vital Signs 3

• How to record the patient's vital signs?
• How to edit the patient's vital signs?
• How to print the patient's vital signs history report?

Advanced Progress Note / Vital Signs / Settings 6

• How to set the normal values of vital signs, for a general profile?
• How to configure the normal values of vital signs for a specific patient?
• How to edit the normal values of vital signs of a general profile?
• How to edit the normal vital sign values of a specific patient profile?
• How to remove normal vital sign values from an overall profile?

See all 6 articles

Learn More About System Settings

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Settings 1

• Settings

Settings / General / Appointment Request Locks 1

• Settings / General / Appointment Request Locks

Settings / General / Audit Log 1

• Settings / General / Audit Log

Settings / General / Electronic Prescribing of Controlled Substances (EPCS) Audit Log 1

• EPCS Audit Log

Settings / General / Electronic Prescribing of Controlled Substances (EPCS) Inciden Report 1

• EPCS Incident Report

Settings / General / Electronic Prescribing of Controlled Substances (EPCS) Prescription Log 1

• EPCS Prescription Log

Settings / General / Electronic Prescribing of Controlled Substances (EPCS) Record Export 1

• EPCS Record Export

Settings / General / General Settings 1

• Settings / General / General

Settings / General / User Group 2

• Settings / General / Groups
• Settings / General / Group Permissions Details

Settings / General / Locks 1

• Settings / General / Locks

Settings / General / Progress Note Audit Log 1

• Settings / General / Progress Note Audit

Settings / General / Staff & Providers 4

• Settings / General / Staff and Providers
• Settings / General / Staff and Providers / PN Settings
• Settings / General / Staff and Providers / Close PN Codes
• Settings / General / Staff and Providers / Order Settings

Settings / General / Users 1

• Settings / General / Users

Settings / Office / Appointments Settings 4

• Settings / Office / Appointments
• Settings / Office / Appointments / Holiday and Vacations Settings
• Settings / Office / Appointments Office Rooms
• Settings / Office / Appointments / Appointment Types

Settings / Office / Office Directory 1

• Settings / Office / Office Directory

Settings / Office / Office Information 1

• Settings / Office / Office Information

Settings / Office / Office Information / Office Alerts 1

• Settings / Office / Office Information / Office Alerts

Settings / Office / Referring Providers 1

• Settings / Office / Referring Providers

Settings / Office / Templates 2

• Settings / Office / Templates
• Settings / Office / Templates / Reminder Email Templates

Settings / Office / Templates Selection Keywords 1

• Settings / Office / Template Selection Keywords

Settings / Office / Workflow Label Settings 1

• Settings / Office / Workflow Label Settings

Settings / Office / Workflow Statuses 1

• Settings / Office / Workflow Statuses

Settings / Office / Workflow Viewer 1

• Settings / Office / Workflow Viewer

Settings / Clinical / Available Medications Settings 1

• Settings / Clinical / Available Medications Settings

Settings / Clinical / Clinical Decision Support 1

• Settings / Clinical / Clinical Decision Support Settings

Settings / Clinical / Clinical Symptoms Templates 1

• Settings / Clinical / Clinical Symptoms Templates Settings

Settings / Clinical / Clinical Task Templates 1

• Settings / Clinical / Clinical Task Templates

Settings / Clinical / Clinical Templates 1

• Settings / Clinical / Clinical Templates Settings

Settings / Clinical / Closing Procedures Settings 1

• Settings / Clinical / Closing Procedures Settings

Settings / Clinical / Development Milestones 1

• Settings / Clinical / Developmental Milestones

Settings / Clinical / Education Handouts 1

• Settings / Clinical / Education Handouts

Settings / Clinical / Evaluation Forms Settings 1

• Settings / Clinical / Evaluation Forms Settings

Settings / Clinical / Evaluation Types 1

• Settings / Clinical / Evaluation Types

Settings / Clinical / Facilities 1

• Settings / Clinical / Facilities

Settings / Clinical / Frequent Codes 1

• Settings / Clinical / Frequent Codes

Settings / Clinical / Frequent Medications 1

• Settings / Clinical / Frequent Medications

Settings / Clinical / ICD Settings 1

• Settings / Clinical / ICD Settings

Settings / Clinical / Image Library 1

• Settings / Clinical / Image Library

Settings / Clinical / Immunizations 1

• Settings / Clinical / Immunizations Settings

Settings / Clinical / IV Billing Settings 1

• Settings / Clinical / IV Billing Settings

Settings / Clinical / Order Sets 1

• Settings / Clinical / Order Set Settings

Settings / Clinical / Order Templates 1

• Settings / Clinical / Order Templates Settings

Settings / Clinical / Orders 1

• Settings / Clinical / Orders Settings

Settings / Clinical / Physical Examination 1

• Settings / Clinical / Physical Examination Settings

Settings / Clinical / Point Summary Values Settings 1

• Settings / Clinical / Point Summary Settings

Settings / Clinical / Progress Note Clinical Evaluation Templates 1

• Settings / Clinical / Progress Note Evaluation Templates Settings

Settings / Clinical / Referral Templates 1

• Settings / Clinical / Referral Template Settings

Settings / Clinical / Vital Signs 1

• Settings / Clinical / Vital Signs Settings

Settings / Billing / Configuration 1

• Settings / Billing / Billing Configuration

Settings / Billing / Fee Schedules 1

• Settings / Billing / Fee Schedules & Pricing

Settings / Billing / Insurance Companies 1

• Settings / Billing / Insurance Companies

Settings / Billing / Procedures & Cash Rates 1

• Settings / Billing / Procedures & Cash Rates

Settings / Billing / Products For Sale 1

• Settings / Billing / Products for Sale

Frequently Asked Questions about System Settings

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Settings / General / Audit Logs 1

• How to manage the audit trail process?

Settings / General / Electronic Prescribing of Controlled Substances (EPCS) Audit Log 1

• Where can I view the sequence of events log of electronic prescriptions for controlled substances?

Settings / General / Electronic Prescribing of Controlled Substances (EPCS) Inciden Report 1

• How can I review the electronic prescription incident report for controlled substances?

Settings / General / Electronic Prescribing of Controlled Substances 1

• Where to view and manage the record of electronic prescriptions for controlled substances?

Settings / General / General 1

• How to configure the General Settings area?

Settings / General / Groups 3

• How to configure a new user group?
• How to edit a user group?
• How to delete a user group?

Settings / General / Locks 1

• How to remove the blockage of specific patients?

Settings / General / Progress Note Audit 2

• How are progress notes assigned to an auditor?
• How to delete progress notes, assigned for audit?

Settings / General / Staff & Providers 3

• How to configure a new provider or nurse?
• How to edit a provider or nurse?
• How to configure a provider's frequent codes to be used when closing a progress note?

Settings / General / Staff & Providers / Copy Clinical Evaluations 1

• How to copy clinical evaluations from one group or provider to another group or provider?

Settings / General / Staff & Providers / Settings PN Settings 1

• How to configure the progress note report templates?

Settings / General / Staff and Providers / Close PN Codes 1

• How to configure the frequent codes, to access when closing the progress note?

Settings / General / Staff and Providers / Order Settings 1

• How to select a user (nurse) to create orders on behalf of provider?

Settings / General / Users 4

• How to configure a new user?
• How to edit a user?
• How to deactivate a user?
• How to change the user's password?

Settings / Office / Appointment Settings 2

• How to configure the hours of an office or center?
• How to configure the provider's hours in an office or center?

Settings / Office / Appointment / Holiday and Vacations Settings 3

• How to configure or edit vacation periods and holidays?
• How to activate or deactivate vacation periods or holidays?
• How to eliminate holidays and vacation periods?

Settings / Office / Appointments / Appointment Types 4

• How to set up an appointment type, in an office or center?
• How to remove an appointment type from an office or center?
• How to organize the office rooms according to the users prefrence?
• How to edit an appointment type of an office or center?

Settings / Office / Appointments / Office Rooms 4

• How to configure the evaluation rooms of an office or center?
• How to edit, an evaluation room of an office or center?
• How to deactivate an evaluation room in an office or facility?
• How to organize office rooms according to the user's preference?

Settings / Office / Office Directory 3

• How to set up contacts in the office or center directory?
• How to edit a contact in the office or center directory?
• How to remove a contact from the office or center directory?

Settings / Office / Office Information 3

• How to configure the information of an office or center?
• How to edit the information of an office or center?
• How to deactivate or activate an office?

Settings / Office / Office Information / Office Alert 3

• How to set up an office alert?
• How to edit an office alert?
• How to delete an office alert?

Settings / Office / Referring Provider 4

• How to configure a referral provider?
• How to edit a reference provider?
• How to remove a referral provider?
• How to update a reference provider?

Settings / Office / Templates 4

• How to configure a template?
• How to edit a template?
• How to delete a Template?
• How to configure a Keyword Selection, to be used when creating a template?

Settings / Office / Template Selection Keywords 3

• How to configure a Template Keyword?
• How to edit a Template Keyword?
• How to delete a Template Keyword?

Settings / Office / Workflow Label Settings 1

• How to configure the tabs and column header description in the Workflow screen?

Settings / Office / Workflow Statuses 3

• How to configure Workflow status?
• How to edit Workflow statuses?
• How to remove Workflow status?

Settings / Office / Workflow Viewer 3

• How to configure the Workflow Viewer screen?
• How to edit the settings in the Workflow Viewer screen?
• How to delete a configuration in the Workflow Viewer screen?

Settings / Clinical / Available Medications Settings 7

• How to configure the medications available, to be administered or ordered to the patient?
• How to edit the available drugs, previously configured?
• How to remove an available medication?
• How to configure the category of available medications?
• How to set up available medication templates?

See all 7 articles

Settings / Clinical / Clinical Decision Support 3

• How to create a clinical alert?
• How to edit a clinical alert?
• How to deactivate a clinical alert?

Settings / Clinical / Clinical Symptoms Templates 3

• How to set up a Clinical Symptoms Templates?
• How to edit a Clinical Symptoms Template?
• How to delete a Clinical Symptom Template?

Settings / Clinical / Clinical Tasks Template 8

• How to configure the reason for the visit?
• How to configure clinical task categories?
• How to configure a clinical task template?
• How to edit a clinical task template?
• How to delete a template of a clinical task?

See all 8 articles

Settings / Clinical / Clinical Templates 1

• How to configure the options for Apply Normal?

Settings / Clinical / Closing Procedures Settings 2

• How to configure the procedure codes panel, to be displayed on the Close Patient Encounter screen?
• How to delete a previously configured category or procedure code?

Settings / Clinical / Development Milestones 3

• How to set up developmental measures for a pediatric patient?
• How to edit a pediatric patient developmental measures configuration?
• How to remove, a configuration of developmental measures from a pediatric patient?

Settings / Clinical / Education Handouts 3

• How to associate a diagnosis with an education?
• How to edit educations?
• How to remove a category or Handouts from educations?

Settings / Clinical / Evaluation Forms Settings 1

• How to add a questionnaire?

Settings / Clinical / Evaluation Types 1

• How to create a custom clinical template?

Settings / Clinical / Facilities 4

• How to configure a medical facility?
• How to edit a medical facility?
• How to delete a facility?
• How to configure a medical facility to be displayed by default in the Procedures screen?

Settings / Clinical / Frequent Codes 1

• How to configure the frequent codes by provider or by group?

Settings / Clinical / Frequent Medications 1

• How to configure frequent medications?

Settings / Clinical / Image Library 2

• How to configure images to be used in the Physical Examination screen?
• How to delete an image from the Image Library screen?

Settings / Clinical /Immunizations 4

• How to add a vaccine?
• How to edit a vaccine?
• How to delete a vaccine?
• How to manage the vaccine inventory?

Settings / Clinical / IV Billing Settings 3

• How to set up billing codes for administered iv's?
• How to edit the time of an administered iv billing code?
• How to remove a billing code from an administered iv?

Settings / Clinical / Order Sets 3

• How to configure a set of commands for a specific diagnosis?
• How to edit an order set?
• How to delete an order set?

Settings / Clinical / Order Templates 3

• How to configure an Order Template?
• How to edit an Order Template?
• How to delete an Order Template?

Settings / Clinical / Orders 1

• How to configure the order codes and their components?

Settings / Clinical / Physical Examination 1

• How to configure the description of pins and configure images to be used in the Physical Examination screen?

Settings / Clinical / Point Summary Values Settings 1

• How to configure the point summary values for the calculation of procedures when closing a progress note?

Settings / Clinical / Referral Templates 3

• How to configure a referral template?
• How to edit a referral template?
• How to remove a template referral?

Settings / Clinical / Vital Signs 6

• How to set the normal values of vital signs, for a general profile?
• How to configure the normal values of vital signs for a specific patient?
• How to edit the normal values of vital signs of a general profile?
• How to edit the normal values of vital signs of a specific patient?
• How to remove a general profile of normal vital sign values?

See all 6 articles

Settings / Billing / Configuration 1

• How to configure the Clearinghouse?

Settings / Billing / Fee Schedules 1

• How to configure rate groups to an insurance company?

Settings / Billing / Insurance Companies 5

• How to configure an insurance company?
• How to edit an insurance company?
• How to add a coverage plan?
• How to edit the cover of a medical plan?
• How to apply a rate to a cover?

Settings / Billing / Procedure & Cash Rates 1

• Where are the saved prices displayed on the Procedures & Cash Rates screen?

Settings / Billing / Products for Sale 5

• How to configure the inventory and prices of the products available for sale in the office?
• How to edit the description and price of the products available for sale in the office?
• How to add inventory quantities to a product?
• How to view the inventory record log of products available for sale in the office?
• How to remove the registration of an available product from the office?

Learn More About Billing

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Billing 3

• Billing Claims and Aging
• Billing Claims and Aging (Chart)
• Billing Claims and Aging / (Filter)

Billing / Settings (Summary) 1

• Billing / Settings (Summary)

Billing / Voucher (835) 1

• Billing / Vouchers (835)

Billing / Patient Payment 1

• Billing / Patient Pay

Billing / Reconcile 3

• Billing / Reconcile
• Billing / Reconcile / Dispute
• Billing / Reconcile / Insurance Payment

Billing / Print (Summary) 1

• Billing / Print (Summary)

Billing / Transmissions (Summary) 1

• Billing / Transmissions (Summary)

Billing / Create Claim 2

• Billing / Create New Claim(s)
• Billing / Edit (Claim Editor)

Billing / Patient Panel 1

• Billing / (Patient Panel)

Billing / Payer Summary 1

• Billing / Payer Summary

Billing / Settings / Configuration 1

• Setting / Configuration

Billing / Settings / Fee Schedule 1

• Setting / Fee Schedules

Billing / Settings / Procedures Cash Rates 1

• Setting / Procedure Cash Rates

Billing / Settings / Insurances 1

• Setting / Insurances & Coverages

Billing / Settings / Referring Providers 1

• Setting / Referring Provider

Billing / Settings / Facilities 1

• Setting / Facilities

Billing / Settings / Staff and Providers 1

• Billing / Setting / Staff and Providers

Billing / Transmissions 9

• Billing / Transmissions / Transmit / Claim Transmission Receipt
• Billing / Transmissions / Transmit / Claim Transmission Receipt (Report)
• Billing / Transmissions / Dispute
• Billing / Transmissions / Check For Responses
• Billing / Transmissions / Transmission History

See all 9 articles

Billing / Print 10

• Billing / Print / Aging Report
• Billing / Print / Payments By Payers
• Billing / Print / Payment By Procedure
• Billing / Print / Daily Report - Billing Payments
• Billing / Print / Daily Report - Purchase Payments

See all 10 articles

Billing / E Health Partners Clearinghouse 1

• Billing Transmission - E Health Partners Clearinghouse

Billing / Integrations 1

• Integración de EHRez con Proclaim

Frequently Asked Questions about Billing Area »

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Billing / Patient Details 2

• How to register patient payments from the Patient Details screen?
• How to register payments for office or center products from the Patient Details screen?

Billing / Appointments 1

• How to register a patient payment, from the Appointments screen.

Billing / Settings / Configuration 1

• How to configure the provider's ClearingHouse?

Billing / Settings / Fee Schedule 1

• How to configure rate groups, to an insurance company?

Billing / Settings / Procedures Cash Rates 1

• Where are the prices that are set displayed in the Procedure Cash Rates screen?

Billing / Settings / Insurances 5

• How to set up an insurance company?
• How to edit an insurance company?
• How to set up coverages, to an insurer?
• How to edit the cover of an insurance company?
• How to add a coverage rate?

Billing / Settings / Referring Providers 4

• How to configure a referral provider?
• How to edit a reference provider?
• How to remove a referral provider?
• How to update a reference provider?

Billing / Settings / Facilities 4

• How to set up a medical facility?
• How to edit a medical facility?
• How to remove a medical facility?
• How to configure a medical facility, so that it is displayed in the Procedures screen?

Billing / Settings / Staff & Providers 7

• How to set up a new provider or nurse?
• How to edit a nurse or provider?
• How to configure the order and description of the progress note report?
• How to configure a supplier's frequent codes to be used when closing a progress note?
• How to select a user (nurse), to create orders on behalf of the provider?

See all 7 articles

Billing / Electronic Payment Vouchers (835) 2

• How to reconcile an electronic payment?
• How to create a Dummy claim, for payments not related to a claim but to a patient?

Billing / Payment / Patient Pay 3

• How to register patient payments from the Patient Details screen?
• How to register patient payments from the Appointments screen?
• How to register patient payments from the Billing screen?

Billing / Reconcile 5

• How to register an insurance payment? (Check)
• How to edit an insurance payment?
• How to eliminate the payment of an insurance company?
• How to change an insurer's payment status?
• How to work out the reconciliation of an insurer's payment?

Billing / Print 9

• How to print form 1500?
• How to print the superbill of the claim?
• How to view, save, print or export the claims aging report?
• How to print the payment of insurance companies?
• How to print the procedures payment report?

See all 9 articles

Billing / Transmissions / Transmit 2

• How to send an electronic claim?
• How to identify if claims where transmitted with errors?

Billing / Transmissions / Dispute 1

• How to work the disputed claims, from the transmission of the claims?

Billing / Create 2

• How to create a new claim through a closed patient encounter?
• How to create a claim, without an encounter?

Billing / Edit Claim 1

• How to edit a claim?

Billing / Patient Panel 1

• How to access information about a specific patient?

Billing / Payer Summary 1

• How can I see or access a payers aging and summary?

Learn More About Reports

---

Screen Descriptions 4

• Introduction and CMS incentive report request
• Description of Custom Report Screen
• Meaningful Use Measures Screen Description
• Measure Details Description Screen

How to comply with the Clinical Quality Measures (CQM)? 17

• CMS117v3 - Childhood Immunization Status
• CMS126v3 - Use of Appropriate Medications for Asthma. [Pediatric]
• CMS136v4 - ADHD: Follow-Up Care for Children Prescribed Attention Deficit / Hyperactivity Disorder (ADHD) Medication - [Pediatric]
• CMS138v3 - Prevention Care and Screening: Tobacco Use: Screening and Cessation Intervention - [Adult]
• CMS146v3 - Appropriate Testing for Children with Pharyngitis

See all 17 articles

How to comply with the Meaningful Use Measure (MU)- Stage 1 (By measure) 22

• MUC001 - Computerized Provider Order Entry (CPOE)
• MUC002 - Implement drug-drug and drug-allergy interaction checks
• MUC003 - Problem List
• MUC004 - eRx
• MUC005 - Medication List

See all 22 articles

How to comply with the Meaningful Use Measures (MU) - Stage 2? 21

• MUC001v2 - Computerized Provider Order Entry (CPOE)
• MUC002v2 - eRx v2
• MUC003v2 - Demographics v2
• MUC004v2 - Record and chart changes in vital signs
• MUC005v2 - Smoking Status v2

See all 21 articles

Learn More About Workflow

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Workflow 1

• Workflow

Workflow / Configuration 1

• Workflow / Configuration

Workflow / Add Patient Arrivals 1

• Workflow / Add Patient Arrival

Workflow / Add Workflow 1

• Workflow / Add WorkFlow

Workflow / Discharged Patients 1

• Workflow / Discharged Patients

Workflow / Disposition History 1

• Workflow / Disposition History

Workflow / Dismissals History 1

• Workflow / Dismissal History

Workflow / Auto Registration 1

• Workflow / Auto Registration

Workflow / Reports 1

• Workflow / Report

Workflow / Clinical Tasks 5

• Workflow / Clinical Task
• Workflow / Task
• Workflow / Task Notifications
• Workflow / Active Tasks (Report)
• Workflow / Completed Task (Report)

Frequently Asked Questions about Workflow»

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Workflow / Arrivals 5

• How to add arrived patients in the Workflow area?
• How to edit a visit reason in Workflow?
• How to assign the patient to a specific evaluation room and provider in the Workflow screen?
• How to remove a patient that left office without being attached to workflow?
• How to configure the reason for the visit to the office or center?

Workflow / Auto Registration 2

• How does the self-registration work, in the Workflow screen?
• How to configure for the first time the Workflow self-registration system?

Workflow / Workflow Items 5

• How to open a progress note from Workflow?
• How to indicate that a patient was seen and dismissed from the office or center, in the Workflow screen?
• How to change a patients location in Workflow?
• How to remove a patient, who left without being seen, in the Workflow screen?
• How to configure the reason for the visit to the office or center?

Workflow / Task / Medications 4

• How to register, that the medication was administered, in the Tasks screen?
• How to edit a drug in the Task screen?
• How to view the drug components in the Tasks screen?
• How to inactivate a drug in the Tasks screen?

Workflow / Tasks Notification 1

• Where the nurse can see the clinical tasks assigned to each patient?

Workflow / Task (Summary) 2

• Who and how clinical tasks are assigned?
• Where will the nurse, you will see the clinical tasks assigned to a patient?

Workflow / Task / Orders And Procedures 6

• How to record the results of an order in the Task screen?
• How to deactivate an order in the Tasks screen?
• How to change an order status to completed in the clinical task screen?
• How to register a procedure in the Tasks screen?
• How to inactivate a procedure in the Tasks screen?

See all 6 articles

Workflow / Discharged Patients 2

• Where can I see the patients treated and discharged from the Workflow screen?
• Where can I see the patients, who were seen and dispatched from the Workflow screen?

Workflow / Disposition History (Report) 2

• How to record when a patient leaves a facility or office without being seen?
• How to access the report of the history of patients discharged with disposition?

Workflow / Dismissals History (Report) 2

• How to record when a patient leaves a facility or office without being seen?
• How to access the report of patients who left the office without being seen in the Workflow screen?

Workflow / Reports 1

• How can I view the patient flow report for an office or facility?

News

---

Dear User 4

• Welcome to the EHRez Help Portal
• Instructions on how to use the Help Portal.
• How to send Feedback through the Help Portal
• How to find articles from specific areas?

What's new in EHRez 18

• What's New EHRez 5.0
• EHRez 5.0 Update - Summer 2020
• EHRez 5.0 Update - November 2020
• EHRez 5.0 Update - March 2021
• EHRez 5.0 Update - April 2021

See all 18 articles

CALL CENTER - Solutions 6

• EHRez Cloud Installation
• Secure Claim integration
• EHRez vs Status in Services Desk account
• How to get a PDF of the Quality Measures (CQM) 2014?
• How to get the detail to upload the "Quality Measures (CMQ)" 2014?

See all 6 articles

Index 1

• Index by Area

Remote

---

Remote Support 2

• Remote Support
• System Requirements - Assembly 2023

Frequently Asked Questions and Solutions

---

Appointments 1

• View Log (Appointment User Log)

Clinical 2

• EHRez Tables
• Arrivals

Settings 1

• Insurance Companies / Billing

Learn More About ER (Emergency Rooms)

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Settings / General Settings 3

• Settings / General / General Settings
• Settings / General / Staff and Providers
• Settings / General / User Group

Settings / Office Settings 2

• Settings / Office / Office Information
• Settings / Office / Templates Settings

Settings / Clinical Settings 6

• Settings / Clinical / Available Medications Settings
• Settings / Clinical / Clinical Tasks Settings
• Settings / Clinical / Clinical Templates
• Settings / Clinical / Custom Evaluation Settings
• Settings / Clinical / Order Settings

See all 6 articles

Settings / Billing Settings 1

• Settings / Billing / Products for Sale

Emergency Rooms / Clinical Records 2

• Emergency Room / Clinical Records
• Clinical Records / Past Encounters

Emergency Room / Clinical Tasks / Add Clinical Tasks 2

• Clinical Tasks / Add Clinical Tasks
• IV Sites / IV Manager

Emergency Room / Consent Forms / Documents Forms 1

• Consent Forms / Documents Forms

Emergency Room / Discharge / Consent Forms 1

• Discharge / Plan of Care

Emergency Room / Progress Notes 2

• Progress Note ER (Emergency Room)
• Clinical / Settings / Progress Notes Templates Settings

Emergency Room / Encounter Summary 1

• Clinical / Encounter Summary

Emergency Room / Workflow 2

• Emergency Room / Workflow
• Emergency Room (ER) Main Menu

Emergency Room / Workflow / Configuration 1

• Workflow / Configuration

Emergency Room / Workflow / Add Patient Arrivals 1

• Workflow / Add Patient Arrivals

Emergency Room / Workflow / Add Workflow 1

• Workflow / Add Workflow

Emergency Room / Workflow / Discharged Patients 1

• Workflow / Discharged Patients

Emergency Room / Workflow / Dispositon History 1

• Workflow / Disposition History

Emergency Room / Workflow / Dismissals History 1

• Workflow / Dismissals History

Emergency Room / Workflow / Auto Registration 1

• Workflow / Auto Registration

Emergency Room / Workflow / Reports 1

• Workflow / Reports

Emergency Room / Workflow / Clinical Tasks 3

• Workflow / Tasks
• Workflow / Active Pending (Report)
• Workflow / Completed Tasks (Report)

Frequently Asked Questions About ER (Emergency Room)

---

Settings / General / General Settings 1

• How to configure the general system?

Settings / General / User Group (Permissions) 1

• Emergency Room Permits

Settings / Office / Office Information 1

• How to set up and identify a medical facility, such as an emergency room?

Settings / Clinical / Clinical Tasks Settings 8

• How to configure the reason for the visit?
• How to configure clinical task categories?
• How to configure a template of a clinical task?
• How to edit a template of a clinical task?
• How to remove a template from a clinical task?

See all 8 articles

Settings / Clinical / Order Settings 1

• How to configure the order code and its components?

Settings / Billing / Products for Sale 5

• How to configure the inventory and prices of products available for sale?
• How to edit the description and price of the products available for sale?
• How to add inventory quantities to a product?
• How to view the log of the inventory record of products on hand?
• How to view the log of the inventory record of products on hand?

Emergency Room / Add Clinical Tasks / Clinical Tasks 1

• How does the provider assign clinical tasks to the patient?

Emergency Room / Consent Forms 1

• How to add consent documents?

Emergency Room / Discharged / Plan of Care 1

• How to work the patient's care plan, at the time of discharge from the emergency room?

Frequently Asked Questions About ID.me / eRx

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EPCS ID.me Account Creation Process 5

• Requirements for ID.me account activation, for sending electronic prescriptions and controlled substances.
• EPCS ID.me Account Creation Process
• Link to create and/or validate an account on ID.me
• Important Information About ID.me
• Loss or change of provider's mobile device

EPCS Identity Verification Process in ID.me 1

• EPCS Identity Verification in ID.me

EPCS Provider Credential Verification Process 1

• EPCS Credential Verification in ID.me

EPCS Electronic Prescribing of Controlled Substances Activation Process in EHRez 1

• Activation Process for the Submission of Electronic Prescriptions for Controlled Substances (EPCS)

EPCS Electronic Prescription Submission Process for Controlled Substances 1

• EPCS Electronic Prescription Submission Process for Controlled Substances

Activation of E-Prescribing (eRx) 2

• Where do I find the Certification code?
• E-Prescribing Activation Process (eRx)

EPCS Electronic Prescribing of Controlled Substances (EPCS) Messages of Possible Errors 1

• EPCS Error Messages