Patients QuickGuides
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
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
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
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
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
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
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
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
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