Index by Area : EHRez Help Center - English

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Index by Area

Modified on: Thu, 16 Jan, 2025 at 12:45 PM

In order to facilitate the search in our Help Center we include in this article the links to the different areas in each module. Press the name of the screen or the question to access the articles.

AREAS	SCREEN AND FREQUENTLY ASKED QUESTIONS
	Login Login / Progress Note Audit Main Menu Modules Description How to set a default Main Menu? How to verify the eligibility of non existing patients from main menu? How to close the application? Enhanced Main Menu Simple Main Menu Main Menu / Office Activity How to add a photo to the user profile? How to open a patients progress note from main menu? Main Menu / Office Activity / Home Settings Messages Messages / Summary Reconciliation Feedback About
Appointment	Appointments How to add an appointment for a current patient? How to add a new patient's appointment? How to edit an appointment? How to delete an appointment? How to register an arrived patient? How to indicate when a patient leaves the office? How to confirm an appointment? Alerts How to view a patients office alerts? How to create patients alert from Appointment? How to delete alert when patients has accomplished the alert? Billing Create Record vs Patient Details How to create patients alert from Appointment? General Alerts Eligibility How to verify patient eligibility from Appointment? Lookup Orders / View Orders How to print patients orders? Orders / View Summary Providers Recurring How to create recurring appointments Reports How to create a report of scheduled patients for an specific date in Appointment? Reports / Reminders How to send a reminder by postage mail? How to send a reminder by Email? Settings How to configure the office hours? How to configure the office hours by provider? How to add or edit vacations and/or holidays? How to deactivate or activate vacations or holidays? Settings / Appointment Type How to add or edit Appointment Type? Appointment / Settings / Rooms How to add or edit the Office Rooms? How to deactivate an Office Room? Signature How to register the patients signature from Appointments? Workflow
Patient Details	Patient Details How to add a new patient? How to edit and deactivate a patient? How can I see the inactive patients in the application? Additional Addresses How to add an additional address How to remove an additional address Alerts How can I see the patients office alerts from Patient Detail Screen? Alert / New Patient Alert How to create a patient alert from Patient Details screen? Billing Billing / Billing History Create HealthVault Account Eligibility How to verify an eligibility form Patients Detail? D ocuments How to scan a document? How to view a scanned document? How to save a current document? How to add a Consent Form? History Insurance Coverage How to add an Insurance Company that does not appear in the list? Merge How to make a merge of duplicated records? Pharmacies How to add a favorite pharmacy? How to remove a favorite pharmacy? Patient Alerts How to create a patient alert from Patient Details screen? Signatures How to add a patient signature? From witch screen can i get the the patient signature? Related Providers How to add a Related Provider? How to remove a Related Provider? Patient Portal What is Microsoft's Health Vault? How do I integrate Microsoft's Health Vault with EHRez v4.5? How can a patient obtain an account in Microsoft's HealthVault? How can a patient see the Information sent by provider in the patient's portal? Relatives How to add a Relative? How to delete a Relative? View Orders
Billing	Billing What to do to take out the yellow notification from Billing screen? Billing / Settings (Summary) Setting / Configuration How to configure the Clearinghouse? Setting / Fee Schedules How to create an Insurance Company rate groups? Setting / Procedure Cash Rates Where are the saved rates displayed in the Procedure Cash Rates screen? Setting / Insurances & Coverages 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 rate to a coverage? Setting / Referring Provider How to add a referring provider? How to edit a referring provider? Setting / Facilities How to add a facility? How to edit a facility? How to delete a facility? Billing / Print (Summary) Billing / Print (Summary) How to print the superbill of the claim? Print / (Summary) How to print a 1500 form? Billing / Transmissions (Summary) Transmissions / Transmits How to transmit an electronic claim? Transmissions / Transmission History Transmissions / Transmit / Claim Transmission Receipt Transmissions / Transmit / Claim Transmission Receipt (Report) Billing / Payments (Summary) Payment / Patient Payment Payment / Manage Payments How to add a payment to an Insurance Company (check)? Billing / Create New Claim(s) How to create a new claim through a closed patient encounter? How to create a claim without encounter? Edit (Claim Editor )
Clinical	Clinical Record How to open a NEW progress note of a scheduled patient? How I know if I have open progress notes? Clinical Record / Clinical Report How to create a Clinical Report? Clinical Record / Disclosures How to add a disclosure? How to edit a disclosure? How to Inactivate a disclosure? Clinical Record / E-Labs How to add a E-Labs result to a current patient? How to add an E-lab result to a new patient? Where are the E-Labs results added to patient seen? How to inactive a lab result? Clinical Record / Past Encounters How can I see a patients past encounters? Clinical Record / View Orders Clinical Record / Workflow Advanced Progress Note Introduction Settings Patient Alerts History Patient Alerts How to create a patient alert from clinical area? Assessment & Plan How to configure a keyword to be automatically actualized in Assessment & Plan? Authorized Orders Settings Clinical Evaluation Template Settings Evaluation Tags Settings Follow Up How to add a follow up phrase? How to edit follow up phrases? How to delete follow up phrase? List Sections Restore Layout Print Progress Note as Sorted list Phrases Setting How to add phrases? How to edit phrases? How to edit phrases? Side Bar Setting How to add a category and its buttons in the side bar section? How to edit the title of the side bar categories? How to delete a category or an element (button) of side bar? How to reorganize the category or buttons order of side bar? ABG Addendum & Ammendments Allergies 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? Anticipatory Guidance Blood Sugar Calls Clinical Evaluation How to add options in "Clinical Evaluation" screen? How to edit the options in "Clinical Evaluation" screen? How to add a subcategory to an option? How to delete an option from Clinical Evaluation screen? How to document in Clinical Evaluation? How to document the information of the Clinical Evaluation screen through load last? Clinical Support 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? Clinical Decision Support Clinical Report How to create a Clinical Report? Clinical Tasks How to add clinical tasks? Chief Complaint How to document the chief complaint information in the Clinicla Evaluation screen? Custom Alert Custom Evaluation Delivery History How to add a previous pregnancy? Developmental Milestones Documents Drug Prescription How to create a prescription? Education Handouts How to document a patient education? Evaluation Notes Export Progress Note Immunizations How to add a vaccine? How to edit a vaccine? How to deactivate a vaccine? Immunizations / IIS How to create an immunization file of a patient? Immunization Schedule How to print a vaccination certificate? (Puerto Rico Only) Family History How to add a family history? Medication 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? How to add medications that are not found in the "Search Medication" screen? How to select a medication from the "Search Medication" screen? How to verify a pharmacy eligibility from the "Medications" screen? How to indicate when a patient is not on medications? Medication / Adm Drugs Medication / New Prescription How to create a prescription? Medication History / Rx History How to reconcile medications from "Medications" screen? Medication / Reference Menstrual History Optimal Instrument Orders How to review the labs results registered? Order / Add New Orders How to create an order? How to create an order template? How to create an order selecting a template? How to create an order of a previous order given to same patient? How to send an E-Lab order? How to inactivate a lab result? Order Result How to add an order result? How to edit a labs order results? Order / Order History View Orders Order / E-Labs Where are the E-Labs results added to patient seen? Patient Notes Patient Summary (CCDA) Past History How to document the past history information in "Clinical Evaluation" screen? Pediatric Chart Physical Exam How to document the physical exam information in the "Clinical Evaluation" screen? Physical Examination Physical Therapy Plan Of Care Problem List 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? Pregnancy Information How to document a pregnancy? Pregnancy / Delivery Information How to add a previous pregnancy? Pregnancy / Prenatal Visit How to document a prenatal visit? Pregnancy / Print / Print Antepartum Report How to create the the Antepartum report? How to add labs to the Antepartum report? Pregnancy / Delivery Information How to add a previous pregnancy? Pregnancy Information / Fetal Growth Pregnancy Information / Fetal Growth Detail Pregnancy Information / Prenatal Visit Procedures How to document a procedure? How to edit a procedure? How to deactivate a procedure? Referral How to document a patient referral? (Print Only) How to document a patient referral with a referral template? How to print the referral created by provider? How to change the status to complete of a referral? ROS How to document the ROS information in "Clinical Evaluation" screen? Rule Outs How to add a "Rule Out"? Signatures Sleepiness Scale Smoking Status How to add a smoker patient? How to register a non smoker patient? Specialties Ob/Gyn Psychiatry & Psychology Pediatrics Physical Medicine Triage Tasks History Vital Signs How to add vital signs? How to edit vital signs? Save (Close Patient Encounter) How to save a progress note? How to send a clinical summary to a patient's portal? How to print a clinical summary to patient? How to add the F codes? Print How to configure and organize the report sections of the progress note?
Reports	Reports Quality Measures (CQM) How to comply with the "Clinical Quality Measures" (CQM)? Meaningful Use Measures (MU) Measure Details Make a "Refresh" to only one measure? How to comply with the Meaningful Use Measure (MU)- Stage 1 How to comply with the Meaningful Use Measures (MU) - Stage 2?
Workflow	Configuration Workflow How to add arrived patients in the Workflow area? 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 attended in Workflow? Workflow How to change a patient's location in Workflow? How to indicate a patient was attended and left the office in Workflow? How to open a progress note from Workflow? How to inactivate a patient with a disposition in Workflow? Add Patient Arrival Why when pressing the "Add Patient Arrival" and the "Ok" button the "There are no reasons for visit configured' message displays? Add Workflow Task Who and how clinical tasks are assigned? Where does nurse see the patients' clinical tasks? Task / Medications 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? Task / Orders and Procedures 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? How to change a procedure status to complete in clinical tasks? Clinical Task Task Notifications Dismissal History Disposition History Auto Registration How does the auto registry of workflow works? How to configure for the first time the auto registry of workflow ?
Settings	Settings Which is the Basic configuration to start? General Audit Log Groups How to create a new user group? How to edit a user group? Locks Progress Note Audit How to assign a progress note to an auditor? Staff and Providers How to add a new provider, nurse? How to configure the order and description of a progress note report? How to configure an e-Prescription? How to edit a provider or nurse? Staff and Providers / Close Encounter Settings Staff and Providers / Order Settings Staff & Providers / PN Settings How to configure and organize the report sections of the progress note? Users How to add a new user? How to add edit a user? How to inactivate a user? Office Appointments How to configure the office hours? How to configure the office hours by provider? How to add or edit vacations and/or holidays? How to deactivate or activate vacations or holidays? How to add or edit Appointment Type? How to add or edit the Office Rooms? How to deactivate an Office Room? Office Directory How to add a contact? How to edit a contact? Office Information How to add the office information? How to edit the office information? How to deactivate the office information? Office Information / Office Alert How to add an office alert? How to edit an office alert? How to delete a office alert? Office Information / Report Editor Referring Providers How to add a referring provider? How to edit a referring provider? Templates How to add a template? How to edit a template? How to create a reminder email template? Templates / Procedure Templates Templates / Reminder Email Templates How to create a reminder email template? Templates Selection Keywords How to add a new template selection keyword? Where and how to use the templates selection keyword? Clinical Clinical Decision Support How to create a clinical alert? Clinical Tasks Templates How to add a visit reason? Clinical Templates How to configure the apply normal options? Clinical Template Symptoms How to create a Clinical Template Symptoms? Developmental Milestones Education Handout How to associate a diagnosis with educations? Evaluation Forms How to add a questionnaire? Evaluation Types Facilities How to add a facility? How to edit a facility? How to delete a facility? Frequent Codes How to add frequent codes and group them? Frequent Medications How to add a frequent medication? Immunizations How to add a vaccine? How to edit a vaccine? How to delete a vaccine? How to manage the vaccine inventory? Order Sets Order Templates How to create an order template? Orders Physical Examination Referral Template How to create a referral template? Template Store 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? How to download order templates from Template Store? How to download code groups from Template Store? Vital Signs Billing Configuration How to configure the Clearinghouse? Fee Schedules How to create an Insurance Company rate groups? Insurances & Coverages 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? Procedure Cash Rates Where are the saved rates displayed in the Procedure Cash Rates screen?

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