Configure DrCloudEHR for your organization.

This topic includes the following sections:

Manage Lists Used in the Application

The List Management system is where many of the selection lists within DrCloudEMR are stored and edited. Before you begin using DrCloudEMR, you should customize the lists so they are appropriate for your clinic.

You can create new lists, and edit existing lists. You can also create a copy of an existing list, and add it to the system under a new name. To edit a list, select the list in the List  drop-down menu. 

For example, if your clinic only takes certain kinds of credit cards, you can enter the types in the Credit Card Type list. When you later process a payment and select a credit card, only the cards you accept appear as choices in the list.

1. Click the Administration tab.
2. Click Lists in the left navigation panel.
   The List Management page opens.
3. Do one of the following:
   • To edit a list, select the list you want to modify in the List drop-down menu.
   • To create a list, click New List. Enter a name for the list, and then add the list entries.
     
     
     
     
4. Enter an identifier used in the DrCloudEHR database in the ID column for each list entry. 
5. Enter the display name to use for the list entry in the Title column
6. Specify the order in which the list entry appears in lists.
7. Select the Default checkbox for the entry that is the default value displayed in the list in the DrCloudEHR application. You can select only one default entry.
   
   
   
   
8. Click Add Row to add more rows.
   
   
   
   
9. Click Save.

Add Contacts to the Address Book

Add contacts to use in DrCloudEHR to the address book. 

The type you select determines where in the application the contact is displayed. For example, if you select Lab Service, the contact is displayed in the Name menu in the lab connection dialog.

If you add a provider, make sure that you add the provider's UPIN, NPI, and other identifiers, as these are needed for billing and referrals. Include the provider's specialty to aid in searches.

1. Click Practice. 
2. Click Administrative, and then select Addr Book. The Address Book opens with the list of existing contacts.
3. Click Add. 
   
   
   
   
4. Select the type of contact from the Type menu. 
   
   
   
   
5. Enter the details for the contact.
6. Click Save.