Before

Important Note: 

  • It is necessary to register the email of the patients Direct account in the Patients Details screen. 
  • The EHRez portal will use the Microsoft Health Vault patient's portal. 


After

  • By closing the progress note the Auto-upload clinical summary for this patient option will be automatically marked in the Close Patient Encounter screen.
  • If patient has a Direct account registered in the Patient Details screen the Direct field will be filled. 


  • Fill the Encounter Billable Problem List section and the Encounter Procedures section with the corresponding information. 

  • Once completed, click on the Save and Close button located at the top pf screen. 

  • The clinical information will be sent to patient.



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