About
The EHR hosts a newly designed dashboard that allows a quick, customizable overview of the entire provider dashboard on one screen. The dashboard includes the following three widgets:
- Today's Appointments
- Prescriptions
- To-do
Each widget will launch the user to that specific area of the provider dashboard for a more in-depth view.
Filter
The widgets display data for all providers and locations within the practice by default. Filter each widget for a customized view by provider and location.
Click the filter icon in the upper right corner of a widget, and use the Provider and Location dropdown menus to select the desired filters.
Today's Appointments
Review all appointments for the current day.
Click on a patient's name hyperlink within the widget to navigate directly to that patient's dashboard.
Begin encounter
Once the patient's appointment status is changed to Check-In Completed in the Scheduling application, begin an encounter directly from this window. Click the blue + within the Encounter column to start the encounter.
If you don't see the blue +, the patient may not be checked in.
If an encounter has already been started for this visit, click the number hyperlink within the Encounter column to open it.
Once all patients in the group are checked in from the Scheduling application, begin the group encounter directly from this window. Click the blue + within the Encounter column to start the encounter.
If you don't see the blue +, all patients may not be checked in.
If an encounter has already been started for this visit, expand the group appointment and click the number hyperlink associated with the intended patient to open their encounter. Click here to learn more about group encounters!
Navigate directly the Patient Snapshot Dashboard for a specific patient by clicking the view patient snapshot icon to the right of the corresponding patient's name.
Prescriptions
Review the Prescriptions widget to see the following at a glance:
- Sent prescriptions
- Failed prescriptions
- Pending prescriptions
- Pharmacy Requests
- Specialty Patient Enrollment
- Voided prescriptions
Click on a specific category within the widget to navigate directly to that area of the EHR.
To-Do
Review the To-Do widget to see the following at a glance:
- Unsigned Encounters
- Unreleased Encounters
- Faxes
- Documents
- Lab Results (applicable to practices with a lab integration)
- Referrals
- Emails
- Patient Tasks
Click on a specific category within the widget to navigate directly to that area of the EHR.
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