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Frequently Asked Questions about Clinical Areas »
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