Use the search fields to narrow your worklist to the appropriate patient, select the patient, then click "Go to Chart" to review existing data, or click "Start Exam" to begin the scheduled exam:
Assign Exam to Doctor and Room
If a doctor/room assignments were not selected (or if "any doctor"/"any room" options were selected) when the appointment was booked, users will be asked to assign the exam to a doctor and room in the practice. Make any necessary selections, then click "Confirm":
Document the Exam
The exam template will populate, and green dots in the threaded patient and exam sub-tabs indicate indicate that the exam is underway. Users can use drop-down arrows to collapse/open information categories, and use the drop-down exam status menu to make adjustments mid-exam as necessary. To document information categories for this exam, select the pop-out arrow for any field:
The documentation window will appear overlaid on your screen. Add documentation as necessary, then proceed to the next documentation field by clicking it's name in the row of documentation field tabs. Users can select their next documentation field form the provided tabs in any order:
Alternatively, users can move linearly to the next documentation field by double-scrolling past the bottom of the page:
The next documentation category will open, and the previous field will be marked by a green check to indicate that it has been completed. Users can scroll up or click on the field title to return to that documentation menu as needed:
When all exam areas have been documented as appropriate, return to the exam overview in the EHR tab. The documented information from this exam is readily displayed. Click the pop-out arrows to re-open any section of the exam to review/edit as necessary:
Send to Bill
A completed exam can not be billed until an invoice is generated. Click "Send to Bill" to review the Coding subsection of the exam, select all billable items, then click "Send selected to billing":
The selected items have now been send to this exam's accompanying invoice:
A completed exam may include the creation of new prescriptions. To finalize the prescriptions from this exam, click "Sign Chart":
The exam chart has now been signed, and the prescription is available in this patient's Patient tab summary:
