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Search results for:Using the Homepage as staff
Using the Homepage as staff
Within the main Homepage area, your name and the current weather shows… first, such as the day's schedule, requested appointments and inventory… Patients for whom you have updated patient data, such as demographics
Posting messages on the Homepage Bulletin Board
For more information, refer to: Using the Homepage as staff Using the Homepage as a provider… The Bulletin Board appears in the Homepage section… The Homepage Bulletin Board is used to share clinic information with everyone at your clinic in one easy
Customizing your Homepage
For more information, refer to: Using the Homepage as staff Using the Homepage as a provider… We suggest making the Homepage the default page that opens when you log into the CHR… The widgets for providers and staff are different
Navigating the CHR
For more information, refer to Using the Homepage as a provider or Using the Homepage as staff… Icon Description Homepage The Homepage provides an overview of the items that you typically… staff meetings and drug rep visits
Using the Homepage as a provider
Within the main Homepage area, your name and the current weather shows… Your stats Shows your core statistics, such as: Patients treated this year The number… first, such as your day's schedule, unsigned encounters and urgent messages
Using the Preventive Care Report dashboard
From these tables, you can download data for follow-up actions such as sending notifications… 📌Note: You can adjust these criteria to suit your specific clinic by using dashboard filters… Description Primary Practitioner Include/exclude patients with selected providers set as
Reviewing incoming lab reports (staff)
Note: Marking the lab as done only marks it done for the Inbox it is currently in… Staff should ensure that all labs are assigned to the correct patient and provider… If you are not able to reach the patient, leave an internal message for staff to see that you left a
Inviting new users
Adding staff and provider user accounts… In the Type drop-down, select one of the following user types: Staff: If the user does not require… In the User List, the new user appears at the bottom of the Active members list
Using message templates as a Quick Message for incoming faxes and documents
Note: The quick action displays the name of the recipient… Enter your message details, such as: additional recipients, attachments, or marking the message as urgent… The New Message window appears with the recipient selected and document attached. 4
Creating Staff Actions for your Pathways
The Edit Staff Action window opens. Tip: To delete a staff action, click the x… Staff actions cannot open a specific item, but rather take you to the required section of the patient… Once an action is performed, you must manually mark the task as done