Page History

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1. Click the Clients tab.
2. Click the Search/Add Patient tab in the left hand navigation bar.
   
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3. Provide the relevant details in the Client section of the page. Fields marked with an asterisk are required.
4. Select each relevant checkbox below the Client section. When you select a checkbox, the application displays additional fields.
   To add the patient to specific group sessions, click the selected group sessions radio button, and then select the group sessions from the popup window.
5. Click Create, and then click OK in the popup window.
   
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   After you create the patient, the Patient Summary page opens. The page contains links to the patient’s documents, medical history, issues, appointments, and other relevant material.
6. Click the Manage button in the Insurance/Funding Source region to add insurance coverage details for the patient.

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Manage Issues

An issue is a medical problem, allergy, medication, surgery, or dental issue. Issues can be associated with multiple encounters. This is especially useful if you want to quickly determine which encounters treated a particular issue.

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1. Click the Patients tab, and then search for the patient for whom you want to prescribe medications. The Patient Summary Chart page opens.
2. Hover over the Clinical tab at the top of the page, and then click Issues in the list.
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3. Click theAdd button above the section for which you want to add an issue. For example, if you want to add an allergy, click theAdd button above the Allergy section. 
   The Add Issue dialog box opens. By default, the issue type is the same as the section from which you clicked theAdd button.

4. In theTitle box, enter a title or select one from the scroll list. 
   The titles you see in the list correspond to the issue type. Titles can be customized according to your facility's needs.

5. Select the appropriate beginning and end dates and select anOccurrence from the drop-down list.
6. Click theDiagnosis box. A search dialog box opens.
7. Enter a search term in the box and clickSearch.

8. From the search results, click to select the correct ICD-9 code. The code automatically enters into theDiagnosis box. 
   If you want to attach this diagnosis code to every encounter so you do not have to select the diagnosis code again, select the Primary Diagnosis Code check box. When you do this, a fee sheet generates with the same code.

9. Complete the remaining fields.
10. ClickSave.

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You can also add issues from within the New Encounter Form. The Issues area displays on the right side of the page. An Issue can be any of the following:

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• Problem
• Allergy
• Surgery
• Dental
• Adverse Events

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1. Click the  Patients  tab, and then search for the patient for whom you want to prescribe medications. The Patient Summary Chart page opens.
2. Click  Edit  next to the Immunizations heading on the right side of the page. 
   
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   The Immunizations page opens.
3. Click in the  Immunizations (CVX Code)  box to search for the immunization.
   
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4. In the remaining fields, enter information about the dosage, date of administration, the provider who administered the immunization, and so on.
5. Click  Save Immunization. 
   The record displays in the Immunizations list on the Patient Summary Chart page.

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1. Click the  Patients  tab, and then search for the patient for whom you want to add a referral. The Patient Summary Chart page opens.
2. Hover over the Clinical tab at the top of the page, and then click Transactions in the list.
   
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3. Click  Add in the Patient Transactions dialog box.
   
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4. Select  Referrals from the Transaction Type  drop-down menu.
   
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5. Select the referral date, select your name from the  Refer By  drop-down list, and select the physician to whom you are referring the patient.
6. In the fields that remain, enter information about the referral, such as the risk level of the patient and the reason for the referral.
   
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7. Click  Save. 
   The referral is added to the list in the Patient Transactions dialog box.
8. To print a copy of the referral, click  Print  next to the referral you just created.