CREATING AN ENCOUNTER
Without a Secretary
To create an encounter, go to the menu, click Patient Records.



Drag your cursor to the search bar and type in your patient’s name.
Click your patient’s name to start encounter.



With a Secretary
You can also ask for your secretary’s help to create an encounter. Go to Registration > Queues to view all the patients in queue. Click accommodate patient to proceed with your encounter.


CREATING MEDICAL RECORDS
Recording patient’s first visit (Go over encounter part, add chief complaint, HPI, vitals, diagnosis)
If it’s your patient’s first visit you can record their information. Just by going to the menu, clicking the current encounter part and then filling out the needed information below such as the chief complaint, HPI, vitals, and diagnosis.


Scroll down to see the rest of it details such as Medical history, Specialty Features, Physical Exam, Review of Systems and Impressions


Make sure to click Save Records to save all your patient’s records!

Creating a Prescription
Creating a prescription has never been so easy! Simply go to CURRENT ENCOUNTER click PLAN, and scroll down to see the ‘Prescription’ part.



Once you have clicked on Add New Prescription. Start adding your prescribed medicine and click Save Records when done.



Creating a diagnostic order (laboratory)
To create diagnostic order, go to CURRENT ENCOUNTER click PLAN, and scroll down to see the ‘Laboratory Order’ part. Click on Add New


Fill out the needed information about your laboratory order such as the diagnosis/reason for test order and the laboratory test to order.


Creating a diagnostic order (imaging)
To create diagnostic order, go to CURRENT ENCOUNTER click PLAN, and scroll down to see the ‘Imaging Order’ part.


Fill in the needed information and click Save Records when done.

Creating a medical certificate & other forms
Create medical certificate & other forms by going to CURRENT ENCOUNTER clicking ATTACHMENTS. Scroll down to see ‘Medical Forms’.


Simply click add new to easily create medical forms like medical certificates, fitness certificates, questionnaires, waivers, claim forms, and general. 
Printing records
To print your records such as prescriptions, laboratory & imaging orders, and medical forms, simply click the three dots that you can see in the upper right corner of the printable.




Billing the patient
To proceed to billing your patient, click the red Bill encounter button on the bottom\portion of the page next to Save records.


You can add or delete items in the Invoice.


If you are adding an item, make sure to click on Save to add the service then Scroll down to save & end encounter.



CUSTOMIZING YOUR EMR/MEDICAL RECORDS SETTINGS.

To customize or configure certain details that you would like to display, click on your profile picture on the top right portion and click on Clinic Settings or Settings.


EMR/MEDICAL RECORDS > MEDICAL RECORDS
Go to Medical Records > Record Fields
Choose to show or hide fields in the patient’s medical record. Click SAVE when done.



EMR/MEDICAL RECORDS > PRESCRIPTIONS
Manage your prescription header by filling in the necessary information of their clinic.




Preview your prescription header before printing by clicking Preview.

You can always undo your changes by clicking ‘Revert to Default Header’ beside the ‘Preview’ button.

EMR/MEDICAL RECORDS > MEDICINES DIRECTORY
Medicines directory will give you a comprehensive list of your medicines. To add a new medicine in your catalog by clicking + button on the upper right. You can also search for existing medicines in the directory.



Fill out all the necessary information and click SAVE when done.



You can also add new medicines in bulk by simply clicking the Export button beside the Add new Medicine button + button.


EMR/MEDICAL RECORDS > FAVORITE PRESCRIPTIONS


You can add new favorite prescriptions by clicking ‘Add Favorite Prescription’.


Fill in the necessary information for your prescription.

EMR/MEDICAL RECORDS > CUSTOM DIAGNOSTIC TESTS
You can add a new diagnostic test by simply clicking + button.


Fill in the necessary information for your new diagnostic test.


Your new diagnostic test has been added!

EMR/MEDICAL RECORDS > CUSTOM DIAGNOSTIC PACKAGES
You can customize your diagnostic test packages by adding or removing existing packages in your clinic. Add a new package by simply clicking + button


Fill in necessary information about your package. Click SAVE when done.


Your new package has been added!

EMR/MEDICAL RECORDS > FORMS
To add a new form template under your certificates by simply clicking + button. You can also Edit, Delete and Archive forms as well


Fill in the necessary information about your new template. Click SAVE when done.  


EMR/MEDICAL RECORDS > ARCHIVED PATIENTS
Search for archived patients from your clinic by typing their information in the search field.


You can also bring back an archived patient by clicking the ‘Restore’ button qhich looks like an arrow pointing up.

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