Course
Basic Navigation Overview (100.A)
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100's
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100: Product Overview
Basic Navigation Overview (100.A)
In this course we will discuss a high level overview of the system's navigation, along with setting preferences and security permissions associated with basic navigation.
Chart Search (100.B)
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100's
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100: Product Overview
Chart Search (100.B)
In this course we will discuss chart search options include simple and detailed search, My Setting preferences, and security permissions associated with searching for charts.
Document Search (100.C)
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100's
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100: Product Overview
Document Search (100.C)
Documents represent the primary mode of storing information in charts. This includes insurance cards, photos, archived encounter visits, notes, emails, imaging reports, lab results, tasks, injection records, submitted questionnaires, and many...
Patient Summary Tab (100.D)
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100's
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100: Product Overview
Patient Summary Tab (100.D)
Within a patient or employee’s chart, there is an interactive Summary dashboard chart tab. This is a dashboard that displays summary information, regarding the chart, that is sectioned or organized as portlets. Summary information here is used...
Toggle Side Chart (100.E)
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100's
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100: Product Overview
Toggle Side Chart (100.E)
In this course we will discuss the purpose and benefits of the side chart as well as custom configuration settings, & security permissions associated with this module. This course is recorded using a test system with fake charts and will take...
Chart Tab (100.F)
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100's
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100: Product Overview
Chart Tab (100.F)
In this course we will explain Chart Tabs and how they are used. Chart tabs are typically used in patient charts and group like-documents together for easier visibility and access when working in the patient's electronic chart. This course is...
Documents Tab (100.G)
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100's
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100: Product Overview
Documents Tab (100.G)
In this course we will explain what documents are, the types of documents, the use of documents, properties of documents, and how the catch-all Documents chart tab is used. Reporting, based on documents, is also available. This course is...
Forms Library/Documents Library Access (100.H)
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100's
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100: Product Overview
Forms Library/Documents Library Access (100.H)
In this course we will discuss how to access the Document Library (or Forms Library), understand the different types of quick document upload methods, preference settings, & security permissions associated with this functionality.
Photo Capture (100.I)
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100's
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100: Product Overview
Photo Capture (100.I)
In this course we will explain how to capture a photo for a patient chart demographics, uploading a photo as a document to store in a patient's chart, as well has how to take images/photos to document in an encounter during a visit.
Registration (101.A)
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100's
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101: Product Basics
Registration (101.A)
In this course we will discuss how to register a patient, complete the required fields, modify patient information, add or edit patient contacts, & review security permissions associated with this module. This course is recorded using a test...

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