EMR - Main (EMR Chart information below!)

There are several ways to access the EMR Chart for a case in the system.

First, click Documentation->EMR from the main menu. This will pull up the traditional screen where cases are listed on the left hand side. Once a case is highlighted, the corresponding chart will display as shown below. With this method, only one (1) chart can be shown on the screen at a time. The different types of notes are organized on different tabs.

 

A newer and more flexible way to access charts is from the main patient list and from the appointment book. The following methods allow for multiple charts and multiple notes to be opened at once.

On the main patient list, find the patient, highlight the case, and click "Open EMR Chart".

Another method is to open the Appointment Book, right click a case on the screen and select "Patient EMR Chart".

 

Using any of the above two options to access a chart will produce the screen below. Again, the different note types are organized for easy retrieval.

• To add a new note to the chart, click on the appropriate tab heading and then click the "Add xxxx" button to begin a new note.
• To access a note already in the system, double-click on the note desired and it will open in a new window.
• To print the Physician Form Letter for the case, simply click the button "Physician Letter". To print types of notes or the entire chart for a case, select the "Print Chart" button and select the desired type of notes.

This particular Chart screen also provides important information such as the date of the last Progress Note on file, the date the next Progress Note is due, Total Visits Seen (calculated based on Visit Notes entered), Cancels / No Shows (again, based on Visit Notes entered and marked as cancellations), Remaining visits on a script (if one was entered) that are calculated from the Appointments scheduled, and the Script End Date (again, if one was entered).

 

The "Print Chart" button will display the screen below.

Select the note types you wish to print. To get a page count before printing the chart, click the Page Count button. In order to get an accurate page count, each report is formatted in the background. Because of this, the process of obtaining the page count can take several minutes depending on the amount of notes to print. Please allow the system to do the calculation before doing anything else! Clicking the "Print" button will send the notes to your default printer. There is no print preview for the Print Chart feature.

 

 

For information on each type of note, refer to the following sections:

• Documentation -> Evaluation
• Documentation -> Care Plan
• Documentation -> Visit Notes
• Documentation -> Progress Notes
• Documentation -> ReEvaluations
• Documentation -> Discharge Summaries

 

For information on Attached Documents, please refer to Cases -> Attached Documents.
For information on Other Notes, please refer to Cases -> Other Notes.