ClinicalConnect EMR Download Training Guide
|
|
- Reginald Bruce
- 8 years ago
- Views:
Transcription
1 ClinicalConnect EMR Download Training Guide The information contained in this reference guide reflects upgrades in functionality as of February 17th, 2011
2 P a g e 2
3 Table of Contents About the EMR Download:... 4 Part 1a: Accessing Your EMR Subscription List... 5 Part 1b: Customizing EMR Delivery Preferences for All EMR Subscribed Patients... 7 Part 1c: Setting up your EMR Subscription Default Preferences... 9 Part 1d: Customizing EMR Delivery Preferences for an Individual Patient Part 1e: Manually Adding a Patient to your EMR Subscription List Part 2a: Generating and Downloading the EMR File: Manual Process Part 2b: Generating and Downloading the EMR File: Automatic Process Part 3: Staff Doing EMR Downloads for more than one Physician s EMR office Part 4: Resetting Subscriptions Part 5: Batch Edit Subscriptions P a g e 3
4 About the EMR Download: For more information go to the CC Web site: The EMR Download is used in physician s offices to integrate hospital specific electronic patient health information such as Labs, Microbiology, and Transcriptions etc. into a physician s office Electronic Medical Record (EMR). Patients are automatically added to physicians EMR subscription list based on the physician s CPSO number for Inpatients, Outpatients and ER patient encounters. Note: The EMR download will find hospital information for your EMR subscribed patients 30 days back from the day of the download. For the most recent status of participating hospital go to the ClinicalConnect Web site: Privacy: Personal Health information (PHI) accessed through ClinicalConnect can only be used for the purpose of providing healthcare or assisting in the provision of health care to a patient to whom the information relates. Users will abide by the privacy and security policies and procedures of their organization, Personal Health Information Protection Act and applicable professional standards and guidelines. The EMR delivery function is made up of two main parts; setting up your EMR preferences and downloading the EMR file: Part 1: a: Accessing Your EMR Subscription List b: Customizing EMR Delivery Preferences for All EMR Subscribed Patients c: Setting up your EMR Subscription Default Preferences d: Customizing EMR Delivery Preferences for an Individual Patient e: Manually Adding a Patient to your EMR Subscription List Part 2: a: Generating and Downloading the EMR file (Manual Process) b: Generating and Downloading the EMR file (Automatic Process) Additional Functions: Part 3: Staff Doing EMR Downloads for more than one Physician s EMR office. Part 4: Resetting Subscriptions Part 5: Batch Edit Subscriptions P a g e 4
5 Part 1a: Accessing Your EMR Subscription List Purpose: Your EMR subscription list (List of patients) is automatically populated based on your CPSO code for any inpatients, outpatients and ER census listings. This allows you to view the patients on you EMR Subscription List and the EMR delivery modules that you have selected for your patients. This is also where you can manually add or remove patients from your EMR list. In addition, you can make changes to the modules of information that are being downloaded for an individual patient using the EMR Delivery Subscriptions (refer to the section; Editing an Individual Patient s EMR Delivery Subscription) Note: You can also manually add a patient to your EMR subscription list for whom you are not the physician of record once you have passed the Physician of Record Override prompt. A Physician of Record Override is always tracked and triggers an alert to the Privacy Office. (refer to the section; Manually Adding a Patient to your EMR Subscription List) 1 2 Log into ClinicalConnect Select the drop down arrow from the Patient List option of the header. Select the EMR Subscriptions 3 The EMR Subscription lists your patients and the EMR download module(s) that have been associated for each patient. P a g e 5
6 Note: For first time users, the Subscriptions column will be blank until you set up your EMR download preferences selecting the modules that you wish to be included in the EMR download. You are now ready to set up your EMR delivery preferences for all of your patients on your EMR Subscription list. Please refer to Part 1b: Customizing EMR Delivery Preferences for All EMR Subscribed Patients P a g e 6
7 Part 1b: Customizing EMR Delivery Preferences for All EMR Subscribed Patients Purpose: Your EMR delivery preferences allow you to selected the patient modules to be delivered into your office EMR when you initate the EMR download from ClinicalConnect. This customization will ensure that you are downloading the most appropriate patient modules into your office EMR by selected from the modules that you have checked. For first time users, you will need to customize you EMR Delivery preferences for all patients first. TIP : For first time users the volume of data being downloaded the first time for all of your EMR patients may produce a large downloaded file. It is recommended that you contact your office vendor to ensure that your environment is ready to handle the EMR downloaded file. Select SETTINGS then choose Preferences. Scroll down the list of preferences to the EMR Delivery Preferences section. It is recommended that you set your EMR delivery preference settings as outlined below. Important Note: Your EMR Delivery preference settings can be changed anytime however, only new EMR subscribed patients will be impacted by your new changes. Enabled Auto subscribe your inpatients and outpatients (recommended setting) Ensure that this is Enabled If Disabled, any new inpatients or outpatients that would normally qualify to be added to your EMR Subscriptions will not appear on your EMR list. Subscription List: Sort By Full Name Subscription List: Sort Direction Ascending You can customize your EMR subscription list display options including the sort direction and the number of lines of information you wish to see per page. (recommended settings shown) Subscription List: Results per page All You can choose the layout orientation for your PDF List: PDF Export Orientation Portrait Never Export documents Portrait or Landscape Remove Subscribed Patients X Days After Discharge (recommended setting) You can select the number of days after discharge to have the patients removed from your removed from your EMR subscription list after discharge. It is recommended that you select Never (recommended setting). If you select NEVER remove subscribed patients after discharge, your EMR patient subscription list will grow over time however, only new information for the list of subscribed patients will be included in each download. Important Note: You will not get data downloaded to your EMR once the patient has been removed from your list. If the sources facility generates reports for the visits after your patient is already removed from your EMR list, those reports will not be downloaded into your EMR. If the patient has an inpatient, outpatient or ER hospital encounter, this patient will be automatically dd d t EMR li t P a g e 7
8 Modules: Transcription Lab Demographic Pathology Micro Blood Bank Radiology (recommended settings) TIP: For first time users, the volume of data being downloaded for all of your EMR patients may produce a large downloaded file. It is recommended that you contact your EMR vendors to ensure that your environment is ready to handle the EMR downloaded file. Select the EMR download modules for all your patients. Note: This will download module information for your EMR subscribed patients 30 days back from the day of the download. For the first time download, this may take some time to complete the entire download for all of the patients. Subsequent downloads will find only NEW information that has not been downloaded to your EMR. File List: Sort By Create Date File List: Sort Direction Descending These preferences relate to how the EMR downloaded files will be displayed within your Notification module. EMR File List: Results per page 8 (recommended settings) Please remember to SAVE your preference changes You are now ready to set up your EMR Subscription Default Preferences for your EMR patient list. Please refer to Part 1c: Setting up your EMR Subscription Default Preferences P a g e 8
9 Part 1c: Setting up your EMR Subscription Default Preferences Purpose: Your EMR subscription settings can also be changed from your EMR Subscriptions screen. These prefereces are similar to the previous EMR download settings however this route allows you to select the patients that you would like to customize your EMR download modules. These defaults will ensure that you are downloading the most appropriate patient modules for your EMR subscribed patients. Note: For first time users, you must customize you EMR Delivery preferences for all patients first. (refer to Part 1b: Customizing EMR Delivery Preferences for All EMR Subscribed Patients ) From your EMR Subscription list select the tab P a g e 9
10 It is recommended that you set your EMR Subscription preference settings as outlined below. Important Note: Your EMR Subscription preference settings can be changed anytime however, only new EMR subscribed patients will be impacted by your new changes. Enabled Auto subscribe your inpatients and outpatients (recommended setting) Ensure that this is Enabled If Disabled, any new inpatients or outpatients that would normally qualify to be added to your EMR Subscriptions will not appear on your EMR list. Subscription List: Sort By Full Name Subscription List: Sort Direction Ascending You can customize your EMR subscription list display options including the sort direction and the number of lines of information you wish to see per page. (recommended settings shown) Subscription List: Results per page 8 You can choose the layout orientation for your PDF Export List: PDF Export Orientation Portrait documents Portrait or Landscape Remove Subscribed Patients X Days After Discharge Never (recommended setting) You can select the number of days after discharge to have the patients removed from your removed from your EMR subscription list after discharge. It is recommended that you select Never (recommended setting). If you select NEVER remove subscribed patients after discharge, your EMR patient subscription list will grow over time however, only new information for the list of subscribed patients will be included in each download. Important Note: You will not get data downloaded to your EMR once the patient has been removed from your list. If the sources facility generates reports for the visits after your patient is already removed from your EMR list, those reports will not be downloaded into your EMR. If the patient has an inpatient, outpatient or ER hospital encounter, this patient will be automatically added to your EMR list. Select the EMR download modules for all your patients. Save and Apply your changes. TIP: For first time users, the volume of data being downloaded for all of your EMR patients may produce a large downloaded file. It is recommended that you contact your EMR vendors to ensure that your environment is ready to handle the EMR downloaded file. Note: This will download module information for your EMR subscribed patients 30 days back from the day of the download. For the first time download, this may take some time to complete the entire download for all of the patients. Subsequent downloads will find only NEW information that has not been downloaded to your EMR. P a g e 10
11 Part 1d: Customizing EMR Delivery Preferences for an Individual Patient Purpose: There may be situations where you would like to change the type of modules that are delivered from ClinicalConnect to your office EMR for an individual patient on your EMR Subscription list. These changes can be made using the Edit Subscriptions button found to the right of each patient line. Edit EMR Delivery Subscriptions Setting EMR Delivery Preferences for a patient: Your default EMR download preference settings can be modified for each individual patient using the Edit Subscriptions button (as shown). For example, you may only want the Labs module information downloaded for a specific patient. P a g e 11
12 Select the module(s) that you would like to include as part of the EMR download for this patient. Note: If you deselect all of the modules, this will manually unsubscribe the patient from your EMR list. Alternatively, you can set up a preference to have the patient automatically removed from your EMR list after discharge. Important Note: You will not get data downloaded to your EMR once the patient has been removed from your list. If the sources facility generates reports for the visits after your patient is already removed from your EMR list, those reports will not be downloaded into your EMR. Please ensure you SAVE your changes Ensure that this is Enabled. If Disabled, this patient will not be included in your EMR subscription list. Part 1e: Manually Adding a Patient to your EMR Subscription List Purpose: EMR Patient subscription lists (for inpatient, outpatients and ER patients) are generated automatically for physicians based on their CPSO numbers. However, there may be times when you may need to manually add a patient to your EMR subscription for reasons such as: consulting request, providing office care, providing coverage requests or other reasons. You may receive a Physician of Override screen (see below). Please Note : A Physician of Record Override is always tracked and triggers an alert to the Privacy Office To add a patient to your EMR subscription list manually, use the search functions at the top of your screen to find the Patient. Click on the patient line to open the patient chart. You may need to perform the Physician of Override prompt before you access the chart. P a g e 12
13 The Edit EMR Delivery Subscriptions icon can be found in the patient demographic header. Click on the icon to open and add the EMR delivery preferences for the patient. P a g e 13
14 Select the module(s) that you would like to include as part of the EMR download for this patient. Note: If you deselect all of the modules, this will manually unsubscribe the patient from your EMR list. Alternatively, you can set up a preference to have the patient automatically removed from your EMR list after discharge. Important Note: You will not get data downloaded to your EMR once the patient has been removed from your list. If the sources facility generates reports for the visits after your patient is already removed from your EMR list, those reports will not be downloaded into your EMR. Please ensure you SAVE your changes P a g e 14
15 Part 2a: Generating and Downloading the EMR File: Manual Process Purpose: Once you have set up your EMR delivery preferences you are now ready to generate and download the EMR file. As determined by your EMR office vendor, this download process can be done automatically or manually. This file will contain the patient information for the EMR modules that you have selected previously. This file will be used by your office EMR vendor to upload the information into your office EMR. Important Note: Please ensure that you are downloading the file from a computer that has been set up to receive EMR downloads as defined by the computer IP address previously in the set up process. If this has not been set up, you will receive the following message : Downloads are not permitted from your current IP address You will need to contact the HHS Computer Help Desk ext to log the problem. helpd@hhsc.ca Manual Generating and Downloading the EMR file If your office EMR vendor cannot be set up to automate the EMR download process, you will need to do this manually. From the Patient List, access your EMR Subscription list Select the EMR Subscriptions 1 Click on 2 icon P a g e 15
16 You will notice a message alerting you that a file is being generated or is available for download in the orange banner. 3 Important Note: Refresh your page to see the progress of the download After refreshing your page, the orange banner notification will display the EMR file is ready message indicating that the file is ready to be downloaded into your office EMR. The Notification section on the left of the Main Menu also indicates that the EMR file is ready. 4 Click on the Notifications to access the file to download. The EMR Files page will show the number of files you have ready for downloading Please Note: When you are generating a file (regardless of the number of patient you have selected) there will only be one file created. This file will contain all of the individual records you have requested. Once the file is imported into your own office EMR application, it will handle separating the file into the individual patient records 5 Click on the file to download. It will automatically be sent to a designated location on your desktop. 6 Optional: The red icons allow you to delete the file after downloading. However, this is not required, as files that have been downloaded are automatically deleted from Notifications after 7 days. File that have not been downloaded are automatically deleted after 30 days. NOTE: Please ensure that you check that the file has been uploaded into you office EMR before deleting. Should you have a problem with the file, this information is required for troubleshooting. P a g e 16
17 Your message now will show that all files have been downloaded and there are no more outstanding files to download. You will also see a Download Date An Empty EMR File: There may be times when you may have an empty EMR file. An empty file may occur if there is no new data for patients since your last download. You cannot download an empty file. File is Empty TIP: There may be times when you may have an empty EMR file. If you place your mouse over a record, you may see a message indicating it is empty. An empty file may occur if there is no new data for patients since your last download. You cannot download an empty file. Optional: The red icons allow you to delete the file. However, this is not required, as this file will be automatically deleted after 30 days. Now you are ready to import the EMR file into your own office vendor solutions. Log in to your EMR office vendor to begin the import process. P a g e 17
18 Part 2b: Generating and Downloading the EMR File: Automatic Process Automatic Downloads Process: Some Vendors may set up an automatic EMR download from ClinicalConnect into your office EMR. In such cases, you will not see a download icon in your EMR subscription list as shown here. ClinicalConnect automatically creates a file each night and your office vendor EMR system will upload the data. (Example: Oscar) This will need to be set up with your office EMR vendor. P a g e 18
19 Part 3: Staff Doing EMR Downloads for more than one Physician s EMR office. Log into ClinicalConnect with your own access and select the EMR Subscription list. Select the drop down arrow from the Patient List option of the header. Select the EMR Subscriptions 1 2 Use the drop down list to pick the physician for whom you will be doing the EMR download. Click on 3 icon You will notice a message alerting you that a file is being generated or is available for download in the orange banner. 4 Important Note: Refresh your page to see the progress of the download P a g e 19
20 After refreshing your page, the orange banner notification will display the EMR file ready message indicating that the file is ready to be downloaded into your office EMR. The Notification section on the left of the Main Menu also indicates that the EMR file is ready. 5 Click on the Notifications to access the file to download. The EMR Files page will show the number of files you have ready for downloading Please Note: When you are generating a file (regardless of the number of patient you have selected) there will only be one file created. This file will contain all of the individual records you have requested. Once the file is imported into your own office EMR application, it will handle separating the file into the individual patient records. 6 Click on the file to download. It will automatically be sent to a designated location on your desktop. 7 Optional: The red icons allow you to delete the file after downloading. However, this is no t required, as files that have been downloaded are automatically deleted from Notifications after 7 days. File that have not been downloaded are automatically deleted after 30 days NOTE: Please ensure that you check that the file has been uploaded into you office EMR before deleting. Should you have a problem with the file, this information is required for troubleshooting. P a g e 20
21 Your message now will show that all files have been downloaded and there are no more outstanding files to download. You will also see a Download Date Now you are ready to import the EMR file into your own office vendor solutions. Log in to your EMR office vendor to begin the import process. Part 4: Resetting Subscriptions This function should not be used at this time P a g e 21
22 Part 5: Batch Edit Subscriptions Purpose: the Batch Edit Subscription function is used to make a change to the EMR download modules by adding or removing modules for select patients or all patients on your EMR Subscription list. The EMR download subscription change will affect all future EMR downloads. Note: This change will not impact any previously downloaded data. From the EMR Subscription screen, select the patients that you would like to change the EMR Download modules. Doe, John 1 Select patients by checking the box to the left OR use the Select ALL icon to select all patients on your EMR Subscription list. Doe, John 2 3 Select the modules you would like to have added to your EMR download for the patients you have selected. 4 Click Apply to save your changes 5 Click Continue to complete the change P a g e 22
HealthInfoNet CLINICAL PORTAL USER REFERENCE GUIDE. Revised: 2.12.2015 Page 1 of 32
HealthInfoNet CLINICAL PORTAL USER REFERENCE GUIDE Revised: 2.12.2015 Page 1 of 32 HealthInfoNet User Reference Guide INSIDE: Clinical Portal 3-12 Notifications and Worklists 13-21 Prescription Monitoring
More informationMeditech EMR Introduction and Physician Training Tool James W Langley MD MS Director of MHS Medical Informatics October 2006
Meditech EMR Introduction and Physician Training Tool James W Langley MD MS Director of MHS Medical Informatics October 2006 October 2006 1 Methodist Dallas Medical Center Methodist Charlton Medical Center
More informationEVENT SERVICES. EMS Master Calendar
EVENT SERVICES EMS Master Calendar EMS Master Calendar is the central location for Mount Mercy University events. The are 6 calendars: Athletic Events, Campus Meetings, Community Events, Fine Arts & Entertainment,
More informationAffiliated Provider Billing/Coding
Affiliated Provider Billing/Coding RADIOLOGY BILLING Table of Contents Accessing icentra...2 Opening PowerChart...2 Finding and Selecting a Patient...2 Selecting a patient on the Patient List:...2 Searching
More informationSunrise Clinical Manager (SCM) View-Only Training
Sunrise Clinical Manager (SCM) View-Only Training General Use Guide UK Hosp, Staff Education July 06 1 Logging on to SCM At the desktop, double click on the Sunrise Clinical Manager icon. OR At the bottom
More informationSAP BusinessObjects Financial Consolidation Web User Guide
SAP BusinessObjects Financial Consolidation Document Version: 10.0 Support Package 18 2016-02-19 SAP BusinessObjects Financial Consolidation Web User Guide Content 1 General user functions....12 1.1 To
More informationSign in. Select Search Committee View
Applicant Tracking for Search Committees Thank you for agreeing to serve on a search committee at Youngstown State University. The following information will enable you to utilize our online applicant
More informationHow to Create Your Own Crystal Report
How to Create Your Own Crystal Report Step 1 Figure out what table you need to use for your report. Click on Resources, then File Layouts and Program Information. Click on File Layouts to see the available
More informationSAP Business Intelligence (BI) Reporting Training for MM. General Navigation. Rick Heckman PASSHE 1/31/2012
2012 SAP Business Intelligence (BI) Reporting Training for MM General Navigation Rick Heckman PASSHE 1/31/2012 Page 1 Contents Types of MM BI Reports... 4 Portal Access... 5 Variable Entry Screen... 5
More informationThis guide provides step by step instructions for using the IMF elibrary Data - My Data area. In this guide, you ll learn how to:
This guide provides step by step instructions for using the IMF elibrary Data - area. In this guide, you ll learn how to: Access your favorite and recently used data reports. Make sure you receive email
More informationDarwiNet Client Level
DarwiNet Client Level Table Of Contents Welcome to the Help area for your online payroll system.... 1 Getting Started... 3 Welcome to the Help area for your online payroll system.... 3 Logging In... 4
More informationAffiliated Provider Billing/Coding
Affiliated Provider Billing/Coding ED BILLING USING FIRSTNET Table of Contents Affiliated Provider ED Billing...2 icentra FirstNet...2 Accessing FirstNet...2 To access FirstNet:...2 Checking In as a Provider...2
More informationMEDICAL OFFICE ASSISTANTS PCM Training
MEDICAL OFFICE ASSISTANTS PCM Training 1 Learning Objectives OBJECTIVES 1. Understand access to IH via iconnect4 2. Review privacy & security guidelines 3. Log on/off Meditech 6 4. Understand what PCM
More informationProAct User Guide Care Management Technologies, Inc. 1 Copley Parkway, Suite 534 Morrisville, NC 27560 919-674-2520
ProAct User Guide Care Management Technologies, Inc. 1 Copley Parkway, Suite 534 Morrisville, NC 27560 919-674-2520 Welcome to ProAct!... 4 Behavioral Pharmacy Management (BPM)... 4 Opioid Prescription
More informationemarketing Manual- Creating a New Email
emarketing Manual- Creating a New Email Create a new email: You can create a new email by clicking the button labeled Create New Email located at the top of the main page. Once you click this button, a
More informationOptum Patient Portal. 70 Royal Little Drive. Providence, RI 02904. Copyright 2002-2013 Optum. All rights reserved. Updated: 3/7/13
Optum Patient Portal 70 Royal Little Drive Providence, RI 02904 Copyright 2002-2013 Optum. All rights reserved. Updated: 3/7/13 Table of Contents 1 Patient Portal Activation...1 1.1 Pre-register a Patient...1
More informatione-subscription ecommerce Guide e-subscription
e-subscription e-subscription is a module that let customer subscribe and unsubscribe for email notification on booking confirmation, BL ready for proof reading and printing, event status update, vessel
More informationUsing the Medical Language Specialist Client Application
Page 1 Using the MLSClient Application April 20, 2008 Using the Medical Language Specialist Client Application April 20, 2008 Prepared by: WebChartMD P.O. Box 6154 Johnson City, TN 37602 877-302-9263 Page
More informationSCM Training For Nursing Staff
SCM Training For Nursing Staff UK Hosp, Staff Education August 06 1 Resources and Help Support Center: 323-8586 Useful Web Sites Learning Center Web page http://www.mc.uky.edu/learningcenter ICIS Web page
More informationCONNECT MANAGER SUPPLY ORDER MANAGEMENT TOOL 3.5 MANUAL
CONNECT MANAGER SUPPLY ORDER MANAGEMENT TOOL 3.5 MANUAL Table of Contents Open Supplier Network SM Table of Contents 1 How to Get Started..3 Viewing Orders....6 Processing Orders. 12 Exporting Orders...16
More informationUser Guide. Trade Finance Global. Reports Centre. October 2015. nordea.com/cm OR tradefinance Name of document 8/8 2015/V1
User Guide Trade Finance Global Reports Centre October 2015 nordea.com/cm OR tradefinance Name of document 2015/V1 8/8 Table of Contents 1 Trade Finance Global (TFG) Reports Centre Overview... 4 1.1 Key
More informationUser Guide for TASKE Desktop
User Guide for TASKE Desktop For Avaya Aura Communication Manager with Aura Application Enablement Services Version: 8.9 Date: 2013-03 This document is provided to you for informational purposes only.
More informationConnectingGTA Provider Portal User Guide for Site Trainers and Site Help Desks
ConnectingGTA Provider Portal User Guide for Site Trainers and Site Help Desks Version: 1.0 Date: July 2015 Table of Contents Getting Started... 9 Introduction... 9 Accessing the ConnectingGTA Provider
More informationAppointment List. 70 Royal Little Drive. Providence, RI 02904. Copyright 2002-2013 Optum. All rights reserved. Updated: 3/13
Appointment List 70 Royal Little Drive Providence, RI 02904 Copyright 2002-2013 Optum. All rights reserved. Updated: 3/13 Table of Contents 1 Appointment List Overview...1 1.1 Appointment List Actions...1
More informationNetSuite Customer Center Portal Tutorial
NetSuite Customer Center Portal Tutorial Hub Pen Work Instruction Controlled By: Hub Pen Department of Information Systems Ver: 030713 Page 1 of 29 Contents 1. Navigation... 3 1.1. Links... 3 1.2. Home
More informationAdding a File Attachment to a CFS Requisition
Adding a File Attachment to a CFS Requisition When creating a requisition, there are certain purchases that may require additional documentation. The Attachment feature is used to attach this documentation.
More informationElectronic Signature Authentication (ESA)
Electronic Signature Authentication (ESA) Resident/Fellow User Documentation For ESA Assistance, please contact Darlene Warwick at 40202 or Nancy Collier at 724-2365 or pager 762-0607 or Paula Dixon at
More informationE-Mail Campaign Manager 2.0 for Sitecore CMS 6.6
E-Mail Campaign Manager 2.0 Marketer's Guide Rev: 2014-06-11 E-Mail Campaign Manager 2.0 for Sitecore CMS 6.6 Marketer's Guide User guide for marketing analysts and business users Table of Contents Chapter
More informationCreating and Managing Online Surveys LEVEL 2
Creating and Managing Online Surveys LEVEL 2 Accessing your online survey account 1. If you are logged into UNF s network, go to https://survey. You will automatically be logged in. 2. If you are not logged
More informationMCCG PowerChart. Message Center Complete Manual. Hold the Ctrl key down & then left click on a link below to navigate to it:
Hold the Ctrl key down & then left click on a link below to navigate to it: Table of Contents Overview of the Message Center Message Center Basics Working with the Message Journal Working with Documents
More informationCareAware Capacity Management - Patient Flow Patient List Gadget
CareAware Capacity Management - Patient Flow Patient List Gadget When using the Patient List gadget in CareAware Patient Flow, the following tasks can be completed: Launch PowerChart Modify Patient Attributes
More informationDesire2Learn. The Environment. Outreach and Distance Learning Technologies
Desire2Learn The Environment Information Information Technology Technology Services Services Outreach and Distance Learning Technologies Copyright 2013 Kennesaw State University Department of Information
More informationNextGen Enterprise Practice Management (EPM) Best Practices Guide and Tasks Catalog
NextGen Enterprise Practice Management (EPM) Best Practices Guide and Tasks Catalog Version 5.5 NextGen Healthcare Information Systems, Inc. Copyright 2008 NextGen Healthcare Information Systems, Inc.
More informationBusiness Reports. ARUP Connect
Business Reports ARUP Connect User Manual November 2015 Table of Contents Business Reports... 4 Quick Reference... 4 View Reports... 5 My Reports Tab... 5 Open a Report... 5 Save a Report... 5 Modify My
More informationEHR Version 7.1 New Features
EHR Version 7.1 New Features New Colors The color scheme has changed. There is now a combination of Green and Blue throughout the product. Login Page You can now enter your signoff password in the second
More informationPatient Portal Training Manual
Patient Portal Training Manual The Patient Portal is a secure website that will allow patients to access medical information from the Electronic Medical Record (EMR), send messages to their providers or
More informationBatch Scanning. 70 Royal Little Drive. Providence, RI 02904. Copyright 2002-2011 Ingenix. All rights reserved.
70 Royal Little Drive Providence, RI 02904 Copyright 2002-2011 Ingenix. All rights reserved. Updated: December 13, 2011 Table of Contents 1 Batch Scanning... 1 1.1 Installing the CareTracker Client...
More informationChapter 8: BankLink Coding Reports, BankLink Notes
Chapter 8: BankLink Coding Reports, BankLink Notes You can use the BankLink Coding Report to list transactions and send them to those clients who can assign the codes themselves. You can also produce a
More informationBlood Glucose Monitoring Systems
Diabetes Management Software User Guide Blood Glucose Monitoring Systems SUG483 Rev.7 11/11 Instructions for the Prodigy Diabetes Management Software Thank you for choosing Prodigy. Prodigy Diabetes Management
More informationSoarian Clinicals Training Manual. For Current Nursing Staff Migrating From Siemens NetAccess to Soarian Clinicals
Soarian Clinicals Training Manual For Current Nursing Staff Migrating From Siemens NetAccess to Soarian Clinicals Prepared By: Amelia Griggs Information Management Siemens Health Services at Holy Redeemer
More informationKuali Requisition Training
Kuali Requisition Training From the Kuali Main Menu, click Requisition to start the process of creating a requisition. This Guide covers the tabs that are needed to create a requisition. When creating
More informationOpt It Get Started Guide
Opt It Get Started Guide 1 Welcome to Opt It Mobile Thanks for choosing Opt It Mobile for your text messaging needs. Opt It, Inc. is the leading provider of text messaging applications for businesses.
More informationSIGN Surgical Database Training Manual
Manual In addition to using the Online Surgical Database for single case entry, you can also use the Offline Data Entry Tool (ODET) to enter each case offline and then upload a batch of cases to the online
More informationRemote Online Support
Remote Online Support STRONGVON Tournament Management System 1 Overview The Remote Online Support allow STRONGVON support personnel to log into your computer over the Internet to troubleshoot your system
More informationHow To Use Thecontinuus Provider Portal
PROVIDER PORTAL USER GUIDE OCTOBER 13, 2014 TOGETHER ADMINISTRATION OFFICE phone: 608-647-4729 toll free: 1-877-376-6113 fax: 608-647-4754 web: www.continuus.org email: info@continuus.org CONTENTS System
More informationMODIFYING QUICKBOOKS REPORTS
MODIFYING QUICKBOOKS REPORTS Included with the QuickBooks (QBs) software are standardized reports that have been configured with standard formatting, filters and selections. This procedure is being written
More informationCentreSuite Expense Routing Cardholder USER GUIDE
CentreSuite Expense Routing Cardholder USER GUIDE CentreSuite Expense Routing Cardholder User Guide Table of Contents 3 First Time Users 6 Quick Links from your Home Screen 7 Statements 9 Creating and
More informationTABLE OF CONTENTS ACCESSING THE SYSTEM (CERIDIAN RECRUITING SOLUTIONS)... 2 LOGGING INTO CERIDIAN RECRUITING SOLUTIONS... 3
TABLE OF CONTENTS ACCESSING THE SYSTEM (CERIDIAN RECRUITING SOLUTIONS)... 2 LOGGING INTO CERIDIAN RECRUITING SOLUTIONS... 3 NAVIGATING CRS HOME PAGE... 5 MAIN FEATURES... 6 CREATING A JOB... 7 HOW TO VIEW
More informationTransactions Module. 70 Royal Little Drive. Providence, RI 02904. Copyright 2002-2014 Optum. All rights reserved. Updated: 3/1/14
70 Royal Little Drive Providence, RI 02904 Copyright 2002-2014 Optum. All rights reserved. Updated: 3/1/14 Table of Contents 1 Transactions Module...1 2 Charge Overview...3 2.1.1 Explosion Codes...3 2.1.2
More informationCorporate Telephony Toolbar User Guide
Corporate Telephony Toolbar User Guide 1 Table of Contents 1 Introduction...6 1.1 About Corporate Telephony Toolbar... 6 1.2 About This Guide... 6 1.3 Accessing The Toolbar... 6 1.4 First Time Login...
More informationResults CRM 2012 User Manual
Results CRM 2012 User Manual A Guide to Using Results CRM Standard, Results CRM Plus, & Results CRM Business Suite Table of Contents Installation Instructions... 1 Single User & Evaluation Installation
More informationRelayClinical Service Feature Guide RelayClinical Notify
RelayClinical Service Feature Guide RelayClinical Notify Release 15.11 November 2015 Health Connections Brought to Life Table of Contents Overview... 3 Benefits... 3 Models... 3 Alternate Deployment Option...
More informationMay 2015 VERSION 02. Capacity Management Quick Reference Guide
May 2015 VERSION 02 Capacity Management Quick Reference Guide Table of Contents Capacity Management Background... 1 Superuser Role... 1 Gadget Summary and Functionality... 2 Patient List... 2 Discharge
More informationSMALL BUSINESS USER GUIDE
AUDIO CONFERENCING How to Start a Conference Call: Dial In 1. Dial the access number for your region. USA: Dial Toll-Free: (800) 444-801 (lower 48 states). Local USA Access Numbers: View Access Numbers
More informationPowerSchool Parent Portal User Guide. PowerSchool 7.x Student Information System
PowerSchool 7.x Student Information System Released December 2011 Document Owner: Documentation Services This edition applies to Release 7.1 of the [product name] software and to all subsequent releases
More informationIRA Pivot Table Review and Using Analyze to Modify Reports. For help, email Financial.Reports@dartmouth.edu
IRA Pivot Table Review and Using Analyze to Modify Reports 1 What is a Pivot Table? A pivot table takes rows of detailed data (such as the lines in a downloadable table) and summarizes them at a higher
More informationPROJECT ON MICROSOFT ACCESS (HOME TAB AND EXTERNAL DATA TAB) SUBMITTED BY: SUBMITTED TO: NAME: ROLL NO: REGN NO: BATCH:
PROJECT ON MICROSOFT ACCESS (HOME TAB AND EXTERNAL DATA TAB) SUBMITTED BY: SUBMITTED TO: NAME: ROLL NO: REGN NO: BATCH: INDEX Microsoft Access- An Overview 2 Datasheet view 4 Create a Table in Datasheet
More informationPhysician Office EMR Training
Physician Office EMR Training HERO = Health Electronic Record Online 1 LOGGING IN 1) Log into HERO by accessing one of the following: a. From the DrWeb page drweb.excelahealth.org HERO b. myapps.exceleahealth.org
More informationValue Line Investment Survey Online
Value Line Investment Survey Online User s Guide Welcome to Value Line Investment Survey Online. This user guide will show you everything you need to know to access and utilize the wealth of information
More informationThis training module reviews the CRM home page called the Dashboard including: - Dashboard My Activities tab. - Dashboard Pipeline tab
This training module reviews the CRM home page called the Dashboard including: - Dashboard My Activities tab - Dashboard Pipeline tab - My Meetings Dashlet - My Calls Dashlet - My Calendar Dashlet - My
More informationDisaster Recovery Grant Reporting System (DRGR) Reports Module Draft User Guide
Disaster Recovery Grant Reporting System (DRGR) Reports Module Draft User Guide September 2010 U.S. Department of Housing and Urban Development Office of Community Planning and Development DRGR 7.0 Release
More informationUniversity of Alaska Statewide Financial Systems User Documentation. BANNER TRAVEL AND EXPENSE MANAGEMENT TEM (Quick)
University of Alaska Statewide Financial Systems User Documentation BANNER TRAVEL AND EXPENSE MANAGEMENT TEM (Quick) Travel and Expense Management Table of Contents 2 Table of Contents Table of Contents...
More informationVALUE LINE INVESTMENT SURVEY ONLINE USER S GUIDE VALUE LINE INVESTMENT SURVEY ONLINE. User s Guide
VALUE LINE INVESTMENT SURVEY ONLINE User s Guide Welcome to Value Line Investment Survey Online. This user guide will show you everything you need to know to access and utilize the wealth of information
More informationHorizon Physician Portal Training Guide 13.3.2 (November 2013)
Horizon Physician Portal Training Guide 13.3.2 (November 2013) For assistance please call the Help Desk at 561-955-4037 Telephone support is available during normal business hours, to resolve access questions,
More informationPowerChart Cerner Millennium System
PowerChart Cerner Millennium System Non-Physician Training Manual Clinical Information System Team MCG Health, Inc. 1120 15 th Street Augusta, Georgia 30912 Version 3 Table of Contents 1. About the PowerChart
More informationintroduction to emarketing
introduction to emarketing emarketing is typically used for promotional campaigns for attendee generation and for attendee communication. It works closely with ereg which also includes email capabilities
More informationTableau Quick Tips Guide November 2015
Tableau Quick Tips Guide November 2015 Fannie Mae Connect uses Tableau software to enable data display and analysis. This document provides guidance on how to get the most out of Tableau reports. The reference
More informationITF Portal Loginlabconnect.wustl.edu/Login.aspx. Lab Connect allows your practice to place an order and view results online.
ITF Portal Loginlabconnect.wustl.edu/Login.aspx What is Lab Connect? Lab Connect allows your practice to place an order and view results online. Order Submission Orders are entered via the web and electronically
More informationPatient Portal Users Guide
e-mds Solution Series Patient Portal Users Guide Version 7.0 How to Use the Patient Portal CHARTING THE FUTURE OF HEALTHCARE e-mds 9900 Spectrum Drive. Austin, TX 78717 Phone 512.257.5200 Fax 512.335.4375
More informationVerizon Cloud Desktop Application Help Guide Version 4.1 72
Verizon Cloud Desktop Application Help Guide Version 4.1 72 CONTENTS I. Getting started... 4 A. Verizon Cloud... 4 B. Main navigation... 5 C. System requirements... 5 D. Installing the application... 6
More informationIntroduction to Client Online. Factoring Guide
Introduction to Client Online Factoring Guide Contents Introduction 3 Preparing for Go live 3 If you have any questions 4 Logging In 5 Welcome Screen 6 Navigation 7 Navigation continued 8 Viewing Your
More informationUSERS MANUAL FOR OWL A DOCUMENT REPOSITORY SYSTEM
USERS MANUAL FOR OWL A DOCUMENT REPOSITORY SYSTEM User Manual Table of Contents Introducing OWL...3 Starting to use Owl...4 The Logging in page...4 Using the browser...6 Folder structure...6 Title Bar...6
More informationTOPS v3.2.1 Calendar/Scheduler User Guide. By TOPS Software, LLC Clearwater, Florida
TOPS v3.2.1 Calendar/Scheduler User Guide By TOPS Software, LLC Clearwater, Florida Document History Version Edition Date Document Software Trademark Copyright First Edition Second Edition 02 2007 09-2007
More informationProvider Electronic Solutions Software User s Guide
Vermont Title XIX Provider Electronic Solutions Software User s Guide HP ENTERPRISE SERVICES 312 HURRICANE LANE, STE 101 PO BOX 888 WILLISTON VT 05495 Table of Contents 1 Introduction... 2 1.1 Provider
More informationMOBILITY FOR iphone USER GUIDE
MOBILITY FOR iphone USER GUIDE VERSION 20.0.2 401 Market Street, First Floor Philadelphia, PA 19106 877.258.3722 www.alteva.com Table of Contentsl 1. About Alteva Mobility for iphone... 3 2. Installation...
More informationPHYSICIAN USER EMR QUICK REFERENCE MANUAL
PHYSICIAN USER EMR QUICK REFERENCE MANUAL Epower 4/30/2012 Table of Contents Accessing the system. 3 User Identification Area.. 3 Viewing ED Activity. 4 Accessing patient charts. 4 Documentation Processes.
More informationCredit Card Processing Management
Once AL-Desk CCP has been activated new Security Flags surface that need to be setup: (for Details see Credit Card Al-Desk Setup to Use CCP.pdf) To Access Form Click on the Visa ICON on menu bar or go
More informationBusiness Objects Version 5 : Introduction
Business Objects Version 5 : Introduction Page 1 TABLE OF CONTENTS Introduction About Business Objects Changing Your Password Retrieving Pre-Defined Reports Formatting Your Report Using the Slice and Dice
More informationSIMPLY REPORTS DEVELOPED BY THE SHARE STAFF SERVICES TEAM
SIMPLY REPORTS DEVELOPED BY THE SHARE STAFF SERVICES TEAM Winter 2014 TABLE OF CONTENTS Logging In and Overview...3 Steps to Creating a Report...7 Steps for Publishing a Report...9 Using Data from a Record
More informationMontgomery County Public Schools. MCPS Careers Applicant Tracking System (ATS) Hiring Manager User Guide
Montgomery County Public Schools MCPS Careers Applicant Tracking System (ATS) Hiring Manager User Guide Version 4.0 Revised February 2012 TABLE OF CONTENTS Logging In... 3 Navigating the Site... 4 Center
More informationHosted VoIP Phone System. Admin Portal User Guide for. Call Center Administration
Hosted VoIP Phone System Admin Portal User Guide for Call Center Administration Contents Table of Figures... 4 1 About this Guide... 6 2 Accessing the Hosted VoIP Phone System Administration Portal...
More informationInterskill LMS Admin Guide
Interskill LMS Admin Guide Guide to Your Own Online Training System A roadmap to training success! Training Online Table of Contents Interskill LMS Overview... 3 The Login Page... 3 Navigation Menu...
More informationWebSphere Business Monitor V6.2 Business space dashboards
Copyright IBM Corporation 2009 All rights reserved IBM WEBSPHERE BUSINESS MONITOR 6.2 LAB EXERCISE WebSphere Business Monitor V6.2 What this exercise is about... 2 Lab requirements... 2 What you should
More informationDataDirector Getting Started
DataDirector Getting Started LOG-IN 1. Login to the DataDirector website: https://www.achievedata.com/yourdistrictname 2. Enter your User Name and Password. 3. You may need to select the site and level
More informationNYS OCFS CMS Manual CHAPTER 1...1-1 CHAPTER 2...2-1 CHAPTER 3...3-1 CHAPTER 4...4-1. Contract Management System
NYS OCFS CMS Manual C O N T E N T S CHAPTER 1...1-1 Chapter 1: Introduction to the Contract Management System...1-2 Using the Contract Management System... 1-2 Accessing the Contract Management System...
More informationUSING THE UPSTREAM-CONNECT WEBSITE
USING THE UPSTREAM-CONNECT WEBSITE The UpstreamConnect website is your primary means for viewing imaging device data and reports. This manual covers all aspects of using the UpstreamConnect website. HELPDESK
More informationACCELLOS HELPDESK CUSTOMER GUIDE
ACCELLOS HELPDESK CUSTOMER GUIDE Version: 2.0 Date: December 2011 Copyright Accellos, Inc. All rights reserved The information contained in this document is confidential and is intended only for the persons
More informationIf necessary, double-click the Zip icon to see the Excel file, then double-click the file to open it.
Using the EMR Evaluation Tool Step-by-Step Instructions for Using the Supplemental Tool for the Report Electronic Medical Records: A Buyer s Guide for Small Physician Practices. Download File If you haven
More informationEDI Insight Manual. Training Manual. Presented By
EDI Insight Manual Training Manual Presented By EDI Insight Manual 2 Step 1 Upload File: Select the file to transmit on the eceno claims transmission screen and click connect. Login to EDI Insight, when
More informationACHieve Access 4.3 User Guide for Corporate Customers
ACHieve Access 4.3 User Guide for Corporate Customers January 2015 Citizens Bank 1 February 2015 Table of Contents SECTION 1: OVERVIEW... 4 Chapter 1: Introduction... 5 How to Use This Manual... 5 Overview
More informationApplicant Tracking System Job Aids. Prepared by:
Applicant Tracking System Job Aids Prepared by: Contents System Navigation and My Setup Information for Users... 1 Creating Requisitions... 4 Duplicating Requisitions... 6 Requesting an Approval... 7 Viewing
More informationUtilities. 2003... ComCash
Utilities ComCash Utilities All rights reserved. No parts of this work may be reproduced in any form or by any means - graphic, electronic, or mechanical, including photocopying, recording, taping, or
More informationRIFIS Ad Hoc Reports
RIFIS Ad Hoc Reports To retrieve the entire list of all Ad Hoc Reports, including the Base reports and any additional reports published to your Role, select Ad Hoc for the Type under Filter Report By and
More informationData Director Create a New Answer Sheet
Data Director Create a New Answer Sheet DataDirector allows you to create answer sheets for assessments. Your answer sheet may contain multiple question types. Once the Answer Sheet is created and saved,
More informationHealthcare Documentation Fundamental and Practice Transcription Exercise Students Module Users Guide
Healthcare Documentation Fundamental and Practice Transcription Exercise Students Module Users Guide Contents Introduction... 1 Overview... 1 Key Terms... 2 Installation... 4 Updates... 4 Getting Started...
More informationNextGen Patient Portal User Guide. Version 2.0
NextGen Patient Portal User Guide Version 2.0 Copyright 2014 NextGen Healthcare Information Systems, LLC. All Rights Reserved. NextGen and the registered trademarks listed at http://www.nextgen.com/about-nextgen/legalnotices.aspx
More informationPayco, Inc. Evolution and Employee Portal. Payco Services, Inc.., 2013. 1 Home
Payco, Inc. Evolution and Employee Portal Payco Services, Inc.., 2013 1 Table of Contents Payco Services, Inc.., 2013 Table of Contents Installing Evolution... 4 Commonly Used Buttons... 5 Employee Information...
More informationLiveText for Salesforce Quick Start Guide
LiveText for Salesforce Quick Start Guide (C) 2014 HEYWIRE BUSINESS ALL RIGHTS RESERVED LiveText for Salesforce Quick Start Guide Table of Contents Who should be looking at this document... 3 Software
More informationMatrix Prospect and Client Management For Support: (800) 925-1525 Support Hours: M-F 8:30 AM 9:00 PM Sat-Sun: 10:00 AM 3:00 PM www.crmls.
Matrix Prospect and Client Management For Support: (800) 925-1525 Support Hours: M-F 8:30 AM 9:00 PM Sat-Sun: 10:00 AM 3:00 PM www.crmls.org/support All rights reserved. No part of this publication may
More informationPCLaw Tips & Tricks Best Practices
2009 Practice Management Conference PCLaw Tips & Tricks Best Practices Presented by: Cindy Emmerson Affinity Consulting Group, LLC Naples, FL www.affinityconsulting.com www.affinityuniversity.com cemmerson@affinityconsulting.com
More information