Learn More About General Features

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Login 3

• Login
• Login / Progress Note Audit
• Two-Factor Authentication

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 3

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

Appointments / Appointments Details 2

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

Appointments / SMS 2

• Appointments / Appointments Confirmation Service
• Appointments / SMS

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 a existing patients?
• 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 patients appointment detail?

Appointments / Send SMS 2

• How to send text message to manage notifications?
• How to configure the text message templates?

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 to register patients payments, through Appointments?

Appointments / Eligibility 1

• How to verify an eligibility, through Appointments?

Appointment / Internal Referrals 1

• How to create a patients 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?

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 patients 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 appointments 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 patients appointment history?

Appointments / Patients Details 1

• How to create or view the patients demographic information?

Appointments / Signatures 1

• How to register the patient 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?

Learn More About Patient Details

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Patients 2

• Patients
• Patients / EHRez Patient Portal

Patients / Address 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's record, from the Patient Eligibility screen?

Patients / History 1

• How to view changes made on patients record and sent emails?

Patients / Merge 1

• How to merge duplicated records?

Patients / Related Providers 3

• How to add a patient's Related Provider?
• How to edit a patient's Related Provider?
• How to remove a patient's 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 configure the office or facilities contacts?
• How to edit the office or facility contacts?
• How to delete contacts in the office or facility?

Patients / Alerts 3

• How can I see the patient's alerts history?
• How to create a patient's alert?
• How can I see the patient's office alerts?

Patients / Print 1

• How to print a patient's demographic report?

Patients / Signatures 2

• How to add a patient's signature?
• From which screens can the patient's signature be registered?

Patients / Appointments 1

• How to create an appointment from the Patients Detail screen?

Patients / Documents 4

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

Patients / Billing 4

• How to access the Billing screen from the Patients screen?
• How to register patient payments from the Patients screen?
• How to see the patient's payment history from the Patients screen?
• How to access and print the product sales report of an office or facility?

Patients / Pharmacies 3

• How to add a patient's favorite pharmacy?
• How to add the favorite pharmacy closest to the office or facility?
• How to remove a patient's 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 Patients screen layout according to the user's preference?

Patients / EHRez Patiens Portal 5

• How to create an EHRez patient portal account?
• 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 0

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 0

Clinical Decision Support 1

• Advanced Progress Note / Clinical Decision Support

Advanced Progress Note / Clinical Evaluation 0

Advanced Progress Note / Clinical Support 1

• Advanced Progress Note / Clinical Support

Advanced Progress Note / Clinical Report / Summary 1

• Advanced Progress Note / Clinical Report

Advanced Progress Note / Clinical Tasks 0

Advanced Progress Note / Custom Alerts 1

• Advanced Progress Note / Custom Alert

Advanced Progress Note / Custom Evaluation 0

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

Past History 5.0 0

Patient Notes 1

• Advanced Progress Note / Patient Notes

Patient Notes 5.0 0

Patient Summary (CCDA) 1

• Advanced Progress Note / Patient Summary (CCDA)

Patient Summary CCDA (USA) 0

Pediatric Charts 1

• Advanced Progress Note / Pediatric Chart (Growth Tracking)

Pediatric Charts 5.0 0

Plan Care 1

• Advanced Progress Note / Plan Of Care

Plan Care (USA) 0

Plan of Care 5.0 0

Physical Exam 1

• Advanced Progress Note / Physical Exam

Physical Exam (USA) 0

Physical Exam 5.0 0

Physical Examination 1

• Advanced Progress Note / Physical Examination

Physical Therapy 1

• Advanced Progress Note / Physical Therapy

Pregnancy Information 6

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

See all 6 articles

Problem List 2

• Advanced Progress Note / Problem List
• ICD-10

Problem List (USA) 0

Problem List 5.0 0

Procedures 1

• Advanced Progress Note / Procedures

Procedures (USA) 0

Procedures / Clinical Evaluation (USA) 0

Procedures 5.0 0

Referral 1

• Advanced Progress Note / Referral

Referral (USA) 0

Referral 5.0 0

ROS 1

• Advanced Progress Note / ROS

R.O.S. Review of System (USA) 0

ROS Review Of System 5.0 0

Rule Outs 1

• Advanced Progress Note / Rule Outs

Rule Outs 5.0 0

Signatures 1

• Advanced Progress Note / Signatures

Signatures 5.0 0

Sleepiness Scale 1

• Advanced Progress Note / Sleepiness Scale

Sleepiness Scale 5.0 0

Smoking Status 1

• Advanced Progress Note / Smoking Status

Smoking Status 5.0 0

Specialties 4

• Ob/Gyn Screens
• Psychiatry & Psychology Screens
• Pediatrics Screens
• Physical Medicine Screens

Specialties (USA) 0

Triage 1

• Advanced Progress Note / Triage

Triage (USA) 1

• Advanced Progress Note / Triage

Triage 5.0 0

Task History 1

• Advanced Progress Note / Tasks History

Vital Signs 1

• Advanced Progress Note / Vital Signs

Vital Signs 5.0 0

Quick Progress Note (USA) 0

Quick Progress Note / ABG 0

Quick Progress Note / Addendum / Amendments 0

Quick Progress Note / Allergies 0

Quick Progress Note / Anticipatory Guidance 0

Quick Progress Note / Blood Sugar 0

Quick Progress Note / Calls 0

Quick Progress Note / Chief Complaint (USA) 0

Quick Progress Note / Clinical Decision Support 0

Quick Progress Note / Clinical Evaluation (USA) 0

Quick Progress Note / Clinical Support 0

Quick Progress Note / Clinical Report (Summary) 0

Quick Progress Note / Clinical Tasks 0

Quick Progress Note / Clinical Tasks (USA) 0

Quick Progress Note / Custom Alerts 0

Quick Progress Note / Custom Evaluation (USA) 0

Quick Progress Note / Delivery History 0

Quick Progress Note / Developmental Milestones 0

Quick Progress Note / Drug Prescription 0

Quick Progress Note / Documents 0

Quick Progress Note / Educations Handouts 0

Quick Progress Note / Evaluation Forms 0

Quick Progress Note / Evaluation Note 0

Quick Progress Note / Export Progress Note 0

Quick Progress Note / Family History 0

Quick Progress Note / Immunizations 0

Quick Progress Note / IV (USA) 0

Quick Progress Note / Medications 0

Quick Progress Note / Medications (USA) 0

Quick Progress Note / Menstrual History 0

Quick Progress Note / Optimal Instrument 0

Quick Progress Note / Orders 0

Quick Progress Note / Orders (USA) 0

Quick Progress Note / Patients Note 0

Quick Progress Note / Past History 0

Quick Progress Note / Past History (USA) 0

Quick Progress Note / Patient Summary 0

Quick Progress Note / Patient Summary (USA) 0

Quick Progress Note / Pediatric Charts 0

Quick Progress Note / Plan of Care 0

Quick Progress Note / Plan of Care (USA) 0

Quick Progress Note / Physical Exam 0

Quick Progress Note / Physical Exam (USA) 0

Quick Progress Note / Physical Examination 0

Quick Progress Note / Physical Therapy 0

Quick Progress Note / Pregnancy Information 0

Quick Progress Note / Problem List 0

Quick Progress Note / Problem List (USA) 0

Quick Progress Note / Procedures 0

Quick Progress Note / Procedures (USA) 0

Quick Progress Note / Referral 0

Quick Progress Note / Referral (USA) 0

Quick Progress Note / Rule Outs 0

Quick Progress Note / R.O.S. 0

Quick Progress Note / R.O.S. (USA) 0

Quick Progress Note / Signatures 0

Quick Progress Note / Sleepiness Scale 0

Quick Progress Note / Smoking Status 0

Quick Progress Note / Task History 0

Quick Progress Note / Triage 0

Quick Progress Note / Triage (USA) 0

Quick Progress Note / Vital Signs 0

Quick Progress Note / Vital Signs (USA) 0

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 know if a progress note is open?

Clinical Record / Disclosures 3

• How to add a Disclosure?
• How to edit a Disclosure?
• How to Inactivate a Disclosure?

Clinical Records / Disclosures 5.0 0

Clinical Records / View Orders 1

• How to view and print a patients orders from the Clinical Records screen?

Clinical Records / View Orders 5.0 0

Clinical Records / Workflow 1

• How to access to the Workflow screen from the Clinical Records screen?

Clinical Record / DOPN 1

• How to delete an open progress note?

Clinical Records / Delete Open Notes 5.0 0

Clinical Record / E-Labs 4

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

Clinical Records / Clinical Report 1

• How to create a Clinical Report from the Clinical Records screen?

Clinical Records / Clinical Reports 5.0 0

Clinical Record / Past Encounters 1

• How can I see a patients past encounters?

Clinical Records / Past Encounters 5.0 0

Clinical Record / New Progress Note 1

• How to open a new progress note from the Clinical Record screen?

Clinical Records / New Progress Note 5.0 0

Advanced Progress Note / Settings / Patient Alert 1

• How to create a patient alert from clinical area?

Advanced Progress Note / Settings / Assessment & Plan 2

• How to configure a keyword to be automatically updated in Assessment & Plan section?
• Configuration examples in Assessment and Plan Settings

Advanced Progress Note / Settings / Assessment & Plan Settings 5.0 0

Advanced Progress Note/ Settings / Authorized Orders 1

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

Advanced Progress Note / Settings / Authorized Orders Settings 5.0 0

Advanced Progress Note / Settings / Clinical Evaluation Template Settings 2

• How to configure the desired data elements and the order to be displayed on the Clinical Evaluation section?
• How to delete an item from the Clinical Evaluation section?

Advanced Progress Note / Settings / Clinical Evaluation Template Settings 5.0 0

Advanced Progress Note / Settings / Evaluation Tags Settings 0

Advanced Progress Note / Settings / Follow Up Settings 0

Advanced Progress Note / Settings / Phrases Settings 0

Advanced Progress Note / Settings / Use Custom Closing Procedures Codes USA 0

Advanced Progress Note / Settings / List Section Settings 3

• How to add a section to be displayed on the Advanced Progress Note screen?
• How to configure the orders of sections to be displayed in the Advanced Progress Note screen?
• How to delete an item from the Sections panel on the Advanced Progress Note screen?

Advanced Progress Note / Settings / List Sections Settings 5.0 0

Advanced Progress Note / Settings / Filter Custom Evaluation 1

• Hot to filter on the Custom Evaluation screen?

Advanced Progress Note / Settings / Save Layout 0

Advanced Progress Note / Settings / Side Bar Settings 0

Advanced Progress Note / Settings / Restore Layout 0

Advanced Progress Note / Settings / Custom Print Settings 3

• How to create a custom progress note template?
• How to edit a custom progress note template?
• How to delete a custom progress note Template?

Advanced Progress Note / Settings / Custom Print Settings 5.0 0

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 / Print Note After Closing USA 0

Advanced Progress Note / Settings / Show Time Stamp Editor USA 0

Advanced Progress Note / Settings / Show Time Stamp USA 1

• Hot to show the users 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) 4

• How to save a progress note?
• How to send a clinical summary to the patients portal?
• How to print a clinical summary to patient?
• How to add the F codes?

Advanced Prgress Note / Save / Close Patient Encounter 5.0 1

• How to print a clinical summary in order to give to patient?

Advanced Progress Note / Closed Encounter Viewer 1

• How to review a closed progress note?

Advanced Progress Note / Print 1

• How to configure and organize the report sections of the progress note?

Advanced Progress Note / Quick Progress Note / Quality Compliance Checklist 1

• How can a provider meet with the quality measures?

Advanced Progress Note / ABG 3

• How to add the record of the Arterial Blood Gases (ABG) levels?
• How to edit a record of the Arterial Blood Gases levels?
• How to print a patients record of the Arterial Blood Gases levels?

Advanced Progress Note / ABG (Arterial Blood Sugar) 5.0 0

Advanced Progress Note / Addendum & Amendments 1

• How to add an Addendum/Amendments to a Progress Note?

Advanced Progress Note / Allergies 5

• How to add allergies?
• How to document when patient does not have allergies?
• How to save the reviewed allergies?
• How to edit a allergy?
• How to deactivate a allergy?

Advanced Progress Note / Allergies 5.0 0

Advanced Progress Note / Anticipatory Guidance 1

• How to document anticipatory guidance provided to parents of pediatrics patients?

Advanced Progress Note / Blood Sugar 5.0 0

Advanced Progress Note / Calls 5.0 0

Advanced Progress Note / Chief Complaint 1

• How to document the chief complaint information in the Clinicla Evaluation screen?

Advanced Progress Note / Clinical Evaluation 6

• How to add options in "Clinical Evaluation" screen?
• How to edit the options in "Clinical Evaluation" screen?
• How to add a sub category to an option?
• How to delete an option from Clinical Evaluation screen?
• How to document in the Clinical Evaluation area?

See all 6 articles

Advanced Progress Note / Clinical Support 4

• How to lookup an article from the Clinical Support search?
• How to look for an article with a diagnosis code?
• How to send an article to the patients portal?
• How to add an education to a patient from Clinical Support?

Advanced Progress Note / Clinical Report 1

• How to create a Clinical Report?

Advanced Progress Note / Clinical Report 5.0 0

Advanced Progress Note / Clinical Tasks 1

• How to add clinical tasks?

Advanced Progress Note / Delivery History 1

• How to add a previous pregnancy?

Advanced Progress Note / Drug Prescription 5.0 0

Advanced Progress Note / Documents 5.0 0

Advanced Progress Note / Education Handouts 1

• How to document a patients education?

Advanced Progress Note / Education Handouts 5.0 0

Advanced Progress Note / Family History 1

• How to add a family history?

Advanced Progress Note / Family History 5.0 0

Advanced Progress Note / Immunizations 6

• How to add a vaccine?
• How to edit a vaccine?
• How to deactivate a vaccine?
• How to add an vaccine inventory?
• How to print a vaccination certificate? (Puerto Rico Only)

See all 6 articles

Advanced Progress Note / Medications 10

• How to renew medications?
• How to create a prescription?
• How to register a patients medications?
• How to change a medication dosage?
• How to discontinue or cancel medications?

See all 10 articles

Advanced Progress Note / Medications 5.0 0

Advanced Progress Note / Order 10

• How to create an order?
• How to review the registered lab results?
• How to add an order result?
• How to create an order template?
• How to create an order selecting a template?

See all 10 articles

Advanced Progress Note/ Orders 5.0 0

Advanced Progress Note / Past History 1

• How to document the past history information in "Clinical Evaluation" screen?

Advanced Progress Note / Physical Exam 1

• How to document the physical exam information in the "Clinical Evaluation" screen?

Advanced Progress Note / Pregnancy Information 4

• How to document a pregnancy?
• How to document a prenatal visit?
• How to create the Antepartum report?
• How to add labs to the Antepartum report?

Advanced Progress Note / Patient Summary 1

• How to print, send or export a patient summary?

Advanced Progress Note / Problem List 8

• How to add a patient diagnosis?
• How to edit a diagnosis?
• How to document when patient does not have active diagnosis?
• How to identify a resolved or inactive diagnosis?
• How to save the reviewed diagnosis?

See all 8 articles

Advanced Progress Note / Problem List 5.0 0

Advanced Progress Note / Procedures 3

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

Advanced Progress Note / Procedures 5.0 0

Advanced Progress Note / Referral 7

• How to document a patient referral? (Print Only)
• How to document a patient referral with a referral template?
• How to send a an electronic referral to another provider?
• How to register a direct account to a provider?
• How to change the status to complete of a referral?

See all 7 articles

Advanced Progress Note / Referrals 5.0 0

Advanced Progress Note / ROS 1

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

Advanced Progress Note Note Preview (USA) 0

Advanced Progress Note / Sleepiness Scale 5.0 0

Advanced Progress Note / Smoking Status 2

• How to register a smoker patient?
• How to register a non smoker patient?

Advanced Progress Note / Smoking Status 5.0 0

Advanced Progress Note / Rule Out 1

• How to add a "Rule Out"?

Advanced Progress Note / Vital Signs 2

• How to add vital signs?
• How to edit vital signs?

Advanced Progress Note / Vital Signs 5.0 0

Advanced Progress Note / Add Vital Signs 5.0 0

Advanced Progress Note / Vital Signs / Print 5.0 0

Advanced Progress Note / Vital Signs / Settings 5.0 0

Quick Progress Note / Allergies 1

• How toa add allergies from the Quick Progress Note screen?

Quick Progress Note / Quick Launch Items 0

Learn More About System Settings

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Settings 1

• Settings

Settings 5.0 0

Settings / General 11

• General / Audit Log
• General / General
• General / Groups
• General / Locks
• General / Progress Note Audit

See all 11 articles

Settings / General 5.0 0

Settings / Office 11

• Settings / Office / Appointments
• Settings / Office / Office Directory
• Settings / Office / Office Information
• Settings / Office / Office Information / Office Alert
• Settings / Office / Office Information / Report Editor

See all 11 articles

Settings / Office 5.0 1

• Settings / Office / Workflow Viewer

Settings / Clinical 20

• Settings / Clinical / Clinical Decision Support
• Setting / Clinical / Clinical Tasks Templates
• Settings / Clinical / Clinical Template Symptoms
• Setting / Clinical / Clinical Templates
• Settings / Clinical / Developmental Milestones

See all 20 articles

Settings / Clinical 5.0 1

• Settings / Clinical / Vital Signs Settings

Settings / Billing 4

• Settings / Billing / Configuration
• Settings / Billing / Fee Schedules
• Settings / Billing / Insurance Companies
• Settings / Billing / Procedures & Cash Rates

Settings / Billing 5.0 0

Frequently Asked Questions about System Settings

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Settings 1

• Which is the Basic configuration to start?

Settings 5.0 0

Settings / General / General 1

• How to configure the General Settings area?

Settings / General / General 5.0 0

Settings / General / Groups 2

• How to create a new user group?
• How to edit a user group?

Settings / General / Groups 5.0 0

Settings / General / Locks 1

• How to delete a patient user lock?

Settings / General / Progress Note Audit 1

• How to assign a progress note to an auditor?

Settings / General / Staff & Providers 4

• How to add a new provider, nurse?
• How to edit a provider or nurse?
• How to configure an e-Prescription?
• How to configure the order and description of a progress note report?

Settings / General / Staff & Providers 5.0 0

Settings / Staff & Providers / PN Settings 1

• How to configure and organize te report sections of the progress notes?

Settings / General / Settings PN Settings 5.0 0

Settings / General / Staff and Providers / Close PN Codes 5.0 0

Settings / General / Staff and Providers / Order Settings 5.0 0

Settings / General / Users 3

• How to add a new user?
• How to add edit a user?
• How to inactivate a user?

Settings / General / Users 5.0 0

Settings / Office/ Appointment 7

• How to configure the office hours by provider?
• How to configure the office hours by provider?
• How to add or edit vacations and/or holidays?
• How to activate or deactivate vacations or holidays?
• How to add or edit Appointment Types?

See all 7 articles

Settings / Office / Appointment Settings 5.0 0

Settings / Offcie / Appointment / Holiday and Vacations Settings 5.0 0

Settings / Office / Appointments / Office Rooms 5.0 0

Settings / Office / Appointments / Appointment Types 5.0 0

Settings / Office / Office Directory 2

• How to add a contact?
• How to edit a contact?

Settings / Office / Office Directory 5.0 0

Settings / Office / Office Information 3

• How to add the office information?
• How to edit the office information?
• How to deactivate the office information?

Settings / Office / Office Information 5.0 0

Settings / Office / Office Information / Office Alert 3

• How to add an office alert?
• How to edit an office alert?
• How to delete a office alert?

Settings / Office / Referring Providers 2

• How to add a referring provider?
• How to edit a referring provider?

Settings / Office / Referring Provider 5.0 0

Settings / Office / Templates 5

• How to add a template?
• How to edit a template?
• How to create a reminder email template?
• How to create a template for sending reminders by regular mail?
• How to configure a keyword selection to be used when creating a template?

Settings / Office / Templates 5.0 0

Settings / Office / Templates Selection Keywords 2

• How to add a new template selection keyword?
• Where and how to use the templates selection keyword?

Settings / Office / Template Selection Keywords 5.0 0

Settings / Office / Wokflow Label Settings 5.0 0

Settings / Clinical / Advanced Procedures Settings 5.0 0

Settings / Clinical / Clinical Decision Support 1

• How to create a clinical alert?

Settings / Clinical / Clinical Tasks Template 1

• How to add a visit reason?

Settings / Clinical / Clinical Templates Symptoms 1

• How to create a Clinical Template Symptoms?

Settings / Clinical / Clinical Symptom Template Settings 5.0 0

Settings / Clinical / Clinical Templates 1

• How to configure the apply normal options?

Settings / Clinical / Clinical Templates Settings 5.0 0

Settings / Clinical / Closing Procedures Settings 5.0 0

Settings / Clinical / Education Handouts 1

• How to associate a diagnosis with educations?

Settings / Clinical / Education Handouts 5.0 0

Settings / Clinical / Evaluation Forms Settings 1

• How to add a questionnaire?

Settings / Clinical / Evaluation Forms Settings 5.0 0

Settings / Clinical / Evaluation Types 1

• How to create a custom clinical template?

Settings / Clinical / Evaluation Types 5.0 0

Settings / Clinical / Facilities 3

• How to add a facility?
• How to edit a facility?
• How to delete a facility?

Settings / Clinical / Facilities 5.0 0

Settings / Clinical / Frequent Codes Settings 1

• How to add frequent codes and group them?

Settings / Clinical / Frequent Codes 5.0 0

Settings / Clinical / Frequent Medications 1

• How to add a frequent medication?

Settings / Clinical / Image Library 2

• How to add an image to the Library Image screen to be used in Physical Examination?
• 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 / Order Sets 1

• How to configure an Order Set for a specific condition?

Settings / Clinical / Order Set 5.0 0

Settings / Clinical / Order Templates 1

• How to create an order template?

Settings / Clinical / Order Templates 5.0 0

Settings / Clinical / Orders 1

• How to configure the order codes and their components?

Settings / Clinical / Orders 5.0 0

Settings / Clinical / Physical Examination 1

• How to configure a pin description and add images to be displayed in the Physical Examination screen?

Settings / Clinical / Referral Templates 1

• How to create a referral template?

Settings / Clinical / Referral Templates 5.0 0

Settings / Clinical / Template Store 8

• How to download information from Template Store?
• How to download clinical evaluation options in Template Store?
• How to download information to be displayed in Templates screen from Template Store?
• How to download frequent codes from Template Store?
• How to download information to be used as frequent medications?

See all 8 articles

Settings / Clinical / Vital Signs 4

• How to create a general profile for normal vital signs normal values?
• How to create the normal values of vital signs for an specific patient?
• How to edit a created normal value for vital signs?
• How to delete a created profile of normal values of vital signs

Settings / Clinical / Vital Signs 5.0 0

Settings / Billing / Configuration 1

• How to configure the Clearinghouse?

Settings / Billing / Fee Schedules 1

• How to create an Insurance Company rate groups?

Settings / Billing / Insurance Company 5

• How to add an Insurance Company?
• How to edit an Insurance Company?
• How to add a coverage plan?
• How to edit a coverage plan?
• How to add a coverage plan rate?

Settings / Billing / Insurance Companies 5.0 0

Settings / Billing / Procedure & Cash Rates 1

• Where are the saved rates displayed in the Procedure Cash Rates screen?

Learn More About Billing

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Billing 14

• Billing
• Billing / Help
• Billing / Dashboard (Beta)
• Billing / Settings (Summary)
• Billing / Patient Pay

See all 14 articles

Billing / Settings 8

• Setting / Configuration
• Setting / Fee Schedules
• Setting / Procedure Cash Rates
• Setting / Insurances & Coverages
• Setting / Referring Provider

See all 8 articles

Billing / Print 1

• CMS 1500

Billing / Transmissions 8

• 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 8 articles

Frequently Asked Questions about Billing Area »

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Billing / Patient Details 1

• How to register patients payment from the Patients Detail screen?

Billing / Help 1

• How to view the claim and reconciliation flow and tips screen?

Billing / Settings / Configuration 1

• How to configure the Clearinghouse?

Billing / Settings / Fee Schedule 1

• How to create an Insurance Company rate groups?

Billing / Settings / Procedures Cash Rates 1

• Where are the saved rates displayed in the Procedure Cash Rates screen?

Billing / Settings / Insurances 5

• How to add an Insurance Company?
• How to edit an Insurance Company?
• How to add a coverage plan?
• How to edit a coverage plan?
• How to add a coverage rate?

Billing / Settings / Referring Providers 1

• How to add or edit a referring provider from the Billing screen?

Billing / Settings / Facilities 1

• How to add or edit a facility from the Billing screen?

Billing / Settings / Staff & Providers 1

• How to add or edit a provider from the Billing screen?

Billing 1

• What to do to take out the yellow notification from Billing screen?

Billing / Payment / Patient Pay 1

• How to register a patients payment from the Billing screen?

Billing / Reconcile 1

• How to add an Insurance payment (check)?

Billing / Print 2

• How to print a 1500 form?
• How to print the superbill of the claim?

Billing / Transmit 1

• How to transmit an electronic claim?

Billing / Create 2

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

Billing / Edit 2

• How to edit a claim?
• How to work with the appropriates fees to a coverage when editing claim?

Billing / Adapter 2

• How to configure the Billing Adapter?
• How to enable the Billing Adapter?

Billing / Payer Summary 1

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

Billing / Patient Panel 1

• How to access the billing information of an specific patient?

Billing / Settings / License Agreement 0

Billing / Appointments 1

• How to register a patients payment from the Appointment screen?

Learn More About Workflow

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Workflow 14

• Workflow / Configuration
• Workflow
• Workflow / Add Patient Arrival
• Workflow / Add WorkFlow
• Workflow / Task

See all 14 articles

Frequently Asked Questions about Workflow»

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Workflow / Arrivals 5

• How to add arrived patients in the Workflow area?
• Why when pressing the Add Patient Arrival and the Ok" button the "There are no reasons for visit configured' message displays?
• How to edit a visit reason in Workflow?
• How to assign a patient to a office room and a specific provider in Workflow?
• How to remove a patient that left office without being attached to workflow?

Workflow / Workflow Items 4

• How to open a progress note from Workflow?
• How to indicate a patient was treated and left the office in Workflow?
• How to change a patients location in Workflow?
• How to inactivate a patient with a disposition in Workflow?

Workflow / Auto Registration 2

• How does the auto registry of workflow works?
• How to configure for the first time the auto registry of workflow?

Workflow / Task (Summary) 4

• Who and how clinical tasks are assigned?
• Where does nurse see the patients clinical tasks?
• How are medications handled in the Tasks screen?
• How are the orders and procedures handled in the Tasks screen?

Workflow / Task / Medications 5

• How to edit medications in the clinical task screen?
• How to register a medication administered in the clinical tasks screen?
• How to view the medications components in tasks screen?
• How to inactivate a medication in the clinical tasks screen?
• How to change a medication status to completed in tasks screen?

Workflow / Task / Orders And Procedures 6

• How to register an order result in the clinical tasks screen?
• How to inactivate a order in clinical task?
• How to change an order status to completed in the clinical task screen?
• How to register a procedure in clinical tasks screen?
• How to inactivate a procedure in clinical task?

See all 6 articles

Workflow / Disposition History (Report) 1

• How to access the Disposition History report?

Workflow / Dismissals History (Report) 1

• How to access the Dismissals History report?

Workflow / Tasks Notification 1

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

Workflow / Discharged Patients 1

• Where can I see the patients treated and discharged from the Workflow screen?

Learn More About Reports

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Screen Descriptions 4

• Measures Introduction and CMS Incentive Request
• Reports Area Descriptions
• Meaningful Use Measures screen description
• Measure Details screen description

Screen Descriptions 5.0 0

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

Frequently Questions and Tips 2

• Recommended tasks to help meet the Meaningful Use (Stage 2) measures.
• Make a Refresh to only one measure?

News

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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 1

• EHRez v4.5

EHRez v4.5 2

• New Image for v4.5
• Certification Criteria (170.314)

CALL CENTER - Solutions 7

• Installation of EHRez v4.5
• EHRez Cloud Installation
• EHREZ Website Registration - DEMO
• EHRez vs Status in Services Desk account
• How to get a PDF of the Quality Measures (CQM) 2014?

See all 7 articles

Index 1

• Index by Area

Examples »

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Clinical Area Examples 0

Maintenance Area Examples 0

Billing Examples 0

New Users 0

Remote

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Remote Support 1

• Remote Support