Training Overview
Ancillary Medical Staff will be trained on various areas of the EMR, the My Task List, and the eDocuments. The following areas are expected to be understood in order for a successful Go-Live:
EMR Overview
- EMR Overview: Video | Guide
- Users will receive an overview of the EMR portal.
- User Preferences (Summary Settings): Video | Guide
- Users will learn how to update the Summary Chart Tab display in the EMR.
- Vitals: Video | Guide
- Users will learn how to document new vitals signs and how to review previously record vital signs.
- Allergies: Video | Guide
- Users will learn how to add new allergies and manage existing allergies.
- History: Video | Guide
- Users will learn how to document the patient's Past Medical History, Family History, Social History, etc.
- HPI Templates: Video | Guide
- Users will learn how to use the History of Present Illness Chart Tab.
- ROS Templates: Video | Guide
- Users will learn how to use the Review of Systems Chart Tab.
- Documenting a Pharmacy/Reviewing Patient Preferred: Video | Guide
- Users will learn the best practices for documenting a patient's preferred pharmacy.
- Medications: Video | Guide
- Users will learn all aspects of reporting and prescribing medications.
- Orders: Video | Guide
- Users will learn how to place an order using the Order Entry chart tab.
- Superbill: Video | Guide
- Users will learn how to write and complete the Superbill.
- User Template Defaults: Video | Guide
- Users will learn how to create their own defaults to efficiently document in templated chart tabs.
- Reconciling Medications and Allergies (via Intake Paperwork): Video | Guide
- Users will learn how to use the reconciliation window to quickly review medications and allergies.
- Reviewing Template Intake Paperwork: Video (coming soon!) | Guide
- Users will learn how to review templated paperwork (History, ROS, etc) from the Intelligent Intake.
- Manually Entering Lab Results: Video | Guide
- Users will learn how to enter numeric lab results when an electronic interface is not available.
My Task List Overview
- Sending Communications: Video | Guide
- Users will learn how to document a phone encounter or send a communication with the system.
- Communications List: Video | Guide
- Users will learn how to manage their communication task list within the My Task List.
- Results Tasks: Video | Guide
- Users will learn how to review and manage lab results as well as add findings and activities.
- Superbill Tasks: Video | Guide
- Users will learn how to complete outstanding and/or missing Superbills.
- eDocuments Tasks: Video | Guide
- Users will learn how to review pending documents that require their attention.
- Prescription Refills: Video (coming soon!) | Guide
- Users will learn how to refill pharmacy-requested refills and medication changes.
- Fax UpDox: Video (coming soon!) | Guide
- Users will learn how to manage incoming and outbound faxes when using an integrated fax number.
eDocuments Overview
- eFaxing: Video | Guide
- Users will learn how to electronically fax an eDocument from the system.
- eFaxing (Specifically Letters): Video | Guide
- Users will learn how to send a fax from the Letters chart tab.
- Scanning and Importing: Video | Guide
- Users will learn how to efficiently scan documents and import documents in the eDocuments portal.
- Assigning for Review: Video | Guide
- Users will learn how to send an eDocument to another user.
