Last updated 5/31/2016 Nurse/Medical Assistant Workflow Guide Learn how to check-in patients, update medical history, send a referral, manage flowsheets, and use ePrior Authorization. 1. View schedule 2. Patient intake and recording medical history 3. Reviewing clinical summary 4. Complete Prior Authorizations 5. Immunizations 6. Referrals
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Nurse/Medical Assistant Workflow GuideNurse/Medical Assistant Workflow Guide Learn how to check-in patients, update medical history, send a referral, manage flowsheets, and use ePrior
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Last updated 5/31/2016
Nurse/Medical Assistant Workflow Guide
Learn how to check-in patients, update medical history, send a referral, manage flowsheets, and use ePrior Authorization.
1. View schedule
2. Patient intake and recording medical history
3. Reviewing clinical summary
4. Complete Prior Authorizations
5. Immunizations
6. Referrals
Last updated 5/31/2016
1. Start with your Schedule
The Appointments tab in the scheduler is your starting point.
The appointment status can be updated with the drop-down menu to the far left. Use this menu to
check patients in or document a cancelled or no-show appointment.
Note that an encounter note is automatically created for this visit once the patient is checked in
(appointment status is changed to “In lobby”)
Click “View Encounter” to move to the patient’s chart and encounter note for the visit.
Last updated 5/31/2016
2. Patient intake and recording history The encounter will open within the patient’s chart in a tab highlighted in white with the date
Insider Tip: Use the “Go to…” menu to easily navigate to sections within the encounter
Confirm encounter details are correct and click “Record” or “Edit” next to Chief Complaint. Enter in
vitals by clicking the plus symbol.
ADDITIONAL RESOURCES
ARTICLE/VIDEO: How do I use Flowsheets?
VIDEO: Easily track vital and lab trends with Flowsheets