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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
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 / Documents 5.0
0
Advanced Progress Note / Drug Prescription 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 / Patient Summary
1
How to print, send or export a patient summary?
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 / 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 / Rule Out
1
How to add a "Rule Out"?
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 / Vital Signs
2
How to add vital signs?
How to edit vital signs?
Advanced Progress Note / Vital Signs 5.0
0
Advanced Progress Note / Vital Signs / Settings 5.0
0