The main menu along the left side is your home base for all functions. Here, you can choose from a number of modules, enabling you to access the various clinical, practice management and software configuration tools. Hover your cursor over an icon to see the name of the module.

Depending on your system configuration and user permissions, you may not see all of these modules.

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Description

Pathways

Pathways helps a clinic better manage patient visits, be it physical or virtual. It allows you to view and move patients through various phases of care, or care pathways, within your clinic workflow.

This icon is visible only if it has been activated for your clinic. For more information, see Pathways.

Visits

The Visits dashboard is also referred to as a virtual daysheet or patient list for the day.

Here you are able to see your patients and appointments for the day, access patient charts, start your encounters, and add billing items.

The Visits dashboard is an optional but recommended feature that can optimize provider workflows. If the Visits icon is not visible in your system, contact the CHR team.

For more information, see Visits Overview.

Inbox

The Inbox is where all of your incoming communication takes place. Everything from lab results to interoffice communication to patient Qnaire responses to faxes (if integrated with our third-party e-faxing service, SRFax) are all stored here.

Think of the Inbox as your personal to-do list of tasks to follow up on. You should always try to minimize the outstanding items you have remaining in your inbox.

Outbox

The Outbox shows your outgoing correspondence for the day, including sent messages, sent Qnaires, patient portal messages, and outgoing faxes.

For more information, see Viewing outgoing items.

Chat

Chat is an internal instant messaging platform. Use Chat if you just need to send a quick communication to another user, need a quick reply, and do not need to attach the message to a patient chart.

For more information, see Instant Chat.

Schedules

From the Schedules you can view your appointment schedule, or someone else's, by day and by week. You can quickly navigate to specific dates to book appointments for patients, and book appointments that are not patient-related, such as staff meetings and drug rep visits.

Patients

Patients is where you can search for a patient in your system and access their chart.

All your opened patient charts appear on the left, allowing you to quickly access previously-opened patient charts. The right side of the window lists all patients.

Qnaires

Visible only to users who have permission to edit Qnaires.

Lists all the Qnaires available in the system (published and unpublished). Create new Qnaires or edit existing Qnaires.

Digital questionnaires (Qnaires) automate patient engagement and collect patient data using responsive and customizable questionnaires that can be completed on site, in a clinic or remotely at predefined intervals.

Referrals

You can manage your Incoming, Internal and Outgoing referrals from within this module, including creating waitlists and custom referral statuses.

For more information, see Using Referrals.

Contacts

The Contacts module is your address book within your CHR. You select an addressee from your contact list when specifying a patient's Family Doctor or Referring Practitioner; sending a letter, form, or referral; or billing a third party.

For more information, see Facilities and Contacts.

Billing

Opens the Billing dashboard, where you can manage all bills created in the CHR.

Settings

The CHR includes Settings that let you customize your software. Some settings are specific to a single user while others are clinic-wide. The settings available to you depend on your user permissions.

Analytics

This icon is visible only if it has been activated for your clinic and your user has been granted permission.

Analytics dashboards allow you to analyze the data in the CHR and generate reports and graphs. They are created by the CHR data team when requested.

A number of standard dashboards are available and can be uploaded to your domain by contacting the support team. Custom dashboards can also be developed based on your needs.

For more information, see Analytics 101.

Updated July 14, 2021

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