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Using
Panel

Anchor
verify document
verify document
 
Anchor
approve soap
approve soap
 
Anchor
approve prescription
approve prescription
 
Anchor
admit patient
admit patient
 
Anchor
global macro
global macro

Panel
borderColorblue
bgColor#B3D4FF
borderWidth1
borderStylesolid

How to Use the Patient Record (for

Clinicians

Supervisors)

  • How to verify a document or a request
  • How to approve or return a SOAP
  • How to approve a prescription
  • How to admit a patient
  • How to set up a global macro for standard documents


Panel

Anchor
finalize order
finalize order
 
Anchor
close order
close order
 
Anchor
collections
collections

Panel
borderColorblue
bgColor#B3D4FF
borderWidth1
borderStylesolid

How to Manage Orders

  • How to Approve and Finalize an Order
  • How to Manage Collections
  • How to Close an Order with a Credit


Panel

Anchor
track record
track record
 
Anchor
query builder
query builder
 
Anchor
communication log
communication log

Panel
borderColorblue
bgColor#B3D4FF
borderWidth1
borderStylesolid

Other Common Workflows

How to create an alternate ID for a product

Medical Record Tracking (for physical records)

How to track the physical medical record

How to use the Communication Log and Worklist

How to use the Query Builder Tool (1.7)

Accounting for Staff

  • Collections Management
  • How to Close an Order with a Credit



Insert excerpt
Setup & Admin Guides
Setup & Admin Guides
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