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EMR SUCCESS - LEARNING MADE EASY 

FINDING YOUR PATIENT INFORMATION (ADDRESS, CASE, ETC.)

There are two ways to access patient information, either from the Menu Icon or from the chart.

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OPTION 1:  FROM THE MENU ICON

Click on the Menu Icon in the upper left and click on Patients.   

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Then Enter Search Criteria.

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CALENDAR ICON

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Here is what is contained in each tab of the Patient Information Screen.

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ITEM

PURPOSE

Information

Patient Name, Address, ER Contact

Cases

Active Date, Next Scheduled Visit, Unsigned Visits, and Past Visits (for viewing). Also, under Case Details link on right, you can access assigned therapists, POC details and referral information.  

Appointments

List of all past and future scheduled appointments in chronological order.

Attachments

All documentation attached to record including Orders, Medical Records, Intake Paperwork & Signature Logs.  

Find Patient From Main Menu

OPTION 2:  FROM THE CHART

From within the Chart Note, you can access patient information by clicking on the 

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From within the Chart Note, there is also access to critical case/patient information by clicking on the icons beneath the 

ICON

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CONTENT

Diagnosis and any Precautions/Contraindications,.  Box appears "Red" if there are precautions attached to the record and is blue if there are no precautions or contraindications established for the patient.  

Insurance Carrier and Total # of Visits since SOC. Shield Icon will turn red when total # of authorized visits has been reached or exceeded.  

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POC Expiration Date and How Many Visits Until Progress Report is Needed.  Will turn red when supervisory visit is due within 3 visits.  

Billed Time Compared to Scheduled Time

From Chart

CLINICIENT CLIENT CARE 

503.525.0275

Option 2

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