Patients QuickGuides

Add a Patient
1. Click the ADD PATIENT button 2. Type in the patient’s name and click SEARCH. 3. If there is a match indicated in red, open the category and click the...
Sat, Feb 16, 2019 9:14 AM
Search for a Patient
Click the SEARCH button. Type the patient’s name or chart ID in the search field. Uncheck the “include discharged patients” button if you do not wish...
Sat, Feb 16, 2019 9:12 AM
Print Census
Click the PRINT button. Select the census and/or providers you want to appear on the print-out. In the settings column, sort the print-out and add...
Sat, Feb 16, 2019 9:08 AM
Census Manager
Click the Census Manager icon (three lines) at the top of the patient list. Select the patients to manage by clicking the box on the patient list. U...
Sat, Feb 16, 2019 9:06 AM
Filter the Census
Click the filter icon (funnel) located at the top of the patient list. Click on the filters you want to apply. You may use any many filters as needed...
Sat, Feb 16, 2019 9:08 AM
Capture a Charge - QuickBill
Click QuickBill and set the census. Change the Date of Service and/or Module at the top of the patient list. If you need to add a diagnosis, click...
Sat, Feb 16, 2019 9:03 AM
Capture a Charge - SuperBill
Click SuperBill and set the census, or click the census name from the dashboard. Hover over the patient’s name on the patient list and click the charg...
Sat, Feb 16, 2019 9:05 AM
Discharge a Patient with QuickDC
Hover over the patient name on the patient list and click the QuickDC icon (box with an arrow). Enter follow up instructions in the first column. S...
Sat, Feb 16, 2019 8:56 AM
Send a Secure Message about a Patient
Hover over the patient’s name on the patient list. Click the Secure Message icon (envelope). Type the name(s) of the recipient(s) in the add recipi...
Sat, Feb 16, 2019 9:05 AM