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Using the Homepage as staff
Using the Homepage as staff
Updated over a week ago

The TELUS Collaborative Health Record (CHR) Homepage is designed to provide you a lighter start to your day. The dashboard provides a concise yet comprehensive overview of the items that you typically need to action first, such as the day's schedule, requested appointments and inventory. It is also a great way to stay connected with your clinic and field.

So that you can start your day with the Homepage, we suggest making it the default page that opens when you log into the CHR. Refer to Setting your CHR landing page.

To personalize your Homepage, refer to Customizing your Homepage.

In the grey bar at the top, your clinic name, logo and address details show along with today's date and time. Within the main Homepage area, your name and the current weather shows.

📌 Note: If you do not have permission for a specific area of the CHR, the widget is blank and a message is displayed at the top of the Homepage indicating which permission(s) you require.

Widget

Description

Today’s overview

Shows an overview of your provider's schedule for the day.

At the top-right corner, a list of all the locations in your clinic shows. By default, the location selected in your profile (avatar > Change Location) is selected.

Next, a providers field shows. From the list, select which providers' appointments you want to see.

📌 Note: The CHR remembers this selection. The currently selected providers appear at the top of the list.

Under the provider field, on the left-side, you can see the total number of patients for today.

On the right-side the scheduled hours for all providers combined are shown.

📌 Notes:

  • The information in Today’s overview is for the selected location and providers.

  • Scheduled off-time does not show.

The main area of Today’s overview shows the Appointment type, or Presenting issue graph. Click to switch between them.

All the appointment types or presenting issues for today are listed on the left-hand side, along with the number of scheduled appointments for each of them.

📌 Notes:

  • The list shows the most frequent items first.

  • Clicking either the graph or the type, highlights the related item on the other side.

  • The list only shows 6 items. If you have more than 6 items scheduled, the least common items show in an Other folder.

Each provider's scheduled hours and their total number of patients is displayed at the bottom.

Public health feed

Shows posts for the public health feeds that you subscribe to, for example, Canada Public Health Updates. This allows you to easily stay updated on what's going on in your health network.

The public health network’s logo, post title and published date appear along with an article summary.

Click the post to read the full article on the official public health website.

💡 Tip: To choose what feeds display, refer to Customizing your Homepage.

Referrals

Shows your selected Referrals folders with preset filters, for example the Incoming referrals with a Requested status.

The age of the oldest referral and the number of referrals in that folder also show.

Click the referral type to open that referral folder with the required filters already set.

Click See all to open the main Referrals section with no filters set.

💡 Tip: To change what folders display, refer to Customizing your Homepage.

Photo

Add a photo to personalize your Homepage.

📌 Note: The file type must be JPG or PNG and the maximum file size is 400x400 pixels.

💡 Tips:

Inventory

Shows your selected Products with the Current Stock. Allows you to easily track the quantity of stockable items in your inventory.

Click the product name to edit it in the Product section.

💡 Tips:

Shortcuts

Redirects you to important sections of the CHR. It is a great way to start your day, and ensure that all important tasks are completed.

The following Shortcuts appear with a counter of the related items:

  • Urgent messages opens the Inbox section.

    📌 Note: The number only includes urgent messages in your personal inbox and not messages in your providers inbox.

  • Appointment requests opens the Schedule section.

Your stats

Shows your core statistics:

  • Patients you’ve seen this month.

    • Patients for whom you have updated patient data, such as demographics. Patients are only counted once.

  • Patients you’ve checked in this month.

    • Any patient for whom you have updated an appointment status to Confirmed. Patients are only counted once.

  • Faxes sent this month.

    • Is the total documents faxed, not pages.

Bulletin board

Is used to view and share clinic information that does not require a response or acknowledgment. It acts as a digital version of a bulletin board, for example, sharing that a new employee has joined the clinic.

The most recent post shows along with the author's name, position and the date they posted.

📌 Note: You must have the Clinic Bulletin Board permission to create a post. For more information, refer to Posting messages on the Homepage Bulletin Board.

Updated March 12, 2024

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