Review most recent visits, upcoming and past appointments, start a new clinical note, or enter charges for a patient visit.
Learn the primary workflows for documenting a patient visit.
Learn how to modify a template during a visit or make changes to an existing template.
View the outstanding balance for an individual patient, review statements sent, manage the Advanced Payments received, and post patient payments to the outstanding balance or individual visit.
Review all documents scanned, faxed, migrated, or created within Practice EHR.
Review lab orders and results in Practice EHR.
Learn the primary ways for ordering ancillary services.
Manage patient contact information, referring providers, pharmacy, and other contact information necessary for patient care. Patient forms, letters, and access to the patient portal can also be managed from this tab.
Enter information to assist with claim submission and reimbursement. Case management is initiated and updated from this tab as well as the ability to manually verify insurance eligibility for a given date of service.
Read and respond to all patient messages entered by a staff member or the patient via the portal. Clinical and financial alerts are also managed from this tab.
Review the medications tab within the patient chart.
Learn how to electronically prescribe medications for the patient and review past medications and allergies.
Review the primary clinical workflow for an order set.
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