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Managing Patients and Clients

Creating and Admitting Patients
Creating New Clients

Using the Patient Record for Students

How to find my patients
How to Add Reminders to a Patient
How to add a Document to an episode
How to add a Request to an episode
How to add Problems and SOAPs to an episode
How to get my documents and requests verified
How to Discharge a patient
History Tabs on the Patient Record

Patient Orders and Accounting for students

How to add items to an order
How to remove items from an order
How to find an existing order

Pharmacy How-To Guides for students and staff

Collections Management

How to Close an Order with a Credit

How to create a new Regular prescription
New! How to Create a Daily Fill Prescription
New! How to create and fill a Dispensary prescription
How to create a prescription for external fill
How to create a prescription to be filled at a CDM
How to Fill a Prescription
How to refill a prescription
How to find a prescription that was previously filled

Using the Patient Record for Clinicians

Other Common Workflows

How to create an alternate ID for a product

Medical Record Tracking (for physical records)

How to use the Communication Log and Worklist

How to use the Query Builder Tool (1.7)

Accounting for Staff

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	Setup & Admin Guides
	Setup & Admin Guides
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