• Ways to Enter Patient Data
• Editing Patient Demographic and Visit Details
  • Editing Patient Information
  • Editing Visit Information
  • Manually Creating a New Visit
• Reconciling Medications for Admission
  • Starting Mobile Admission Medication Reconciliation
    • Reconciling Home Medications from the Orders Menu
    • Reconciling Home Medications from the Unreconciled Medications Alert
  • Reconciling with No Home Medications
  • Reconciling with Home Medications
    • Choosing a Course of Action for Hospitalization
      • Stopping a Home Medication for Admission
      • Continuing a Home Medication for Admission
      • Changing a Home Medication for Admission
      • Choosing an Action for a Therapeutic Class Match
    • Changing the Home Medications List
      • Adding a Home Medication
      • Correcting a Home Medication
      • Deleting a Home Medication Entered in Error
    • Discontinuing an Existing Order
    • Adding a Hospital Order
      • Adding a New Order
      • Repeating an Existing Order
      • Using Free Text to Add an Order
    • Deleting a New Hospital Order
    • Modifying a New Hospital Order
    • Reconciling New Hospital Orders
    • Understanding Unsubmitted Orders
    • Reviewing Warnings and Alerts
      • Resolving Critical and Non-Critical Alerts
  • Reconciling Home Medications after Completing Admission Medication Reconciliation
  • Viewing Existing Orders within Admission Medication Reconciliation
• Entering Orders
  • Basic Steps: Entering a New Order
  • Adding an Order
    • Adding an Order from the Favorites List
    • Searching for an Order to Add
    • Adding a Free-Text Order
    • Adding Orders from an Order Set
      • Loading Incomplete Order Sets
    • Repeating an Existing Order
    • Repeating a Completed Medication, Lab Result, or Test Result
    • Adding a Reason (Diagnosis) to a New Order
    • Specifying “Now” as the First Dose Time for a Medication Order
    • Requesting Notifications when Results are Available
  • Signing and Submitting an Order
    • Understanding Unsubmitted Orders
    • Reviewing Warnings and Alerts
      • Resolving Critical and Non-Critical Warnings or Alerts
  • Managing New and Existing Orders
    • Changing the Visit for a New Order
    • Modifying the Details of a New Order
    • Discarding or Deleting New Orders
    • Modifying the Details of an Existing Medication Order
    • Renewing an Expiring Medication Order
    • Reordering an Existing Order
    • Discontinuing an Existing Order
    • Holding an Existing Active Medication Order
    • Resuming a Held Medication Order
    • Undoing Changes to Orders
  • Managing your Favorites List
    • Adding Orders to Your Favorites List
      • Adding a New Order to the Favorites List While Entering It
      • Adding a New Order Set to the Favorites List While Entering It
      • Adding a New Order from the Orders Summary to the Favorites List
      • Adding an Existing Order from the Orders Summary to Your Favorites List
    • Managing Orders in Your Favorites List
      • Adding an Order to the Favorites List via the Manage Button
      • Adding an Order Set to the Favorites List via the Manage Button
      • Editing a Favorite Order
      • Deleting a Favorite Order, Order Set, or Category
      • Creating a Category or Subcategory in the Favorites List
      • Renaming a Category or Subcategory in the Favorites List
      • Moving Orders, Order Sets, and Categories in the Favorites List
• Reconciling Medications for Discharge
  • Starting Mobile Discharge Medication Reconciliation
  • Submitting Discharge Orders without any Home or Hospital Medication Orders
  • Reconciling Medication Orders for Discharge
    • Reviewing All Medication Orders
    • Reviewing Existing Discharge Orders
    • Choosing a Course of Action for Discharge
      • Stopping a Medication Order for Discharge
      • Continuing a Medication Order for Discharge
      • Changing a Medication Order for Discharge
    • Deleting a Home Medication
    • Adding a Discharge Order
      • Adding a New Discharge Order
      • Using Free Text to Add a Discharge Order
    • Deleting a Discharge Order
    • Modifying a New Discharge Order
    • Reconciling All Discharge Orders
    • Understanding Unsubmitted Orders
    • Reviewing Warnings and Alerts
      • Resolving Critical and Non-Critical Alerts
  • Reconciling Additional Medication Orders after Completing Discharge Medication Reconciliation
• Entering Charges
  • Charge Transaction Screen At a Glance
  • Basic Steps: Entering a New Charge Transaction
    • Methods for Creating a New Charge Transaction
      • Entering a New Charge Transaction from the Patient List Module
      • Entering a New Charge Transaction from the Charges Module
      • Copying A Charge Transaction from the Charges Module
    • Entering Charge Codes
      • Selecting Charges from Favorites or Pickers Lists
        • Keeping a Charge Category Open
        • Adding or Removing Items to/from your Favorite CPTs List
      • Selecting Charges Using the Search Option
      • Entering Charges as Free Text
      • Using Charge Macros to Enter Multiple Charges
        • Creating Charge Macros
      • Selecting Charges Using Custom Screens
        • Editing or Deleting Information on or from Custom Screens
      • Entering the Same Charge Code Twice on a Transaction
      • Entering the Quantity for a Specific Charge Code
      • Entering a Modifier for a Specific Charge Code
      • Entering Detail Information for a Specific Charge Code
      • Entering NDC Codes for a Specific Charge Code
    • Entering Diagnosis Codes
      • Selecting Secondary Diagnosis Codes
    • Viewing Numeric Codes, Charge Guidelines, or HCC Information
    • Entering Additional Detail Information for the Entire Charge Transaction
    • Changing the Account (Visit) Associated with the Charge Transaction
    • Associating a Photo with a Charge Transaction
    • Entering a Comment on a Charge Transaction
    • Reviewing the Charge Transaction
    • Checking Your Work for Errors
    • Methods for Submitting Transactions
      • Submitting Transactions when Connected or Disconnected from the Server
      • Submitting a Transaction as Complete
        • Correcting Errors in a Charge Transaction
      • Submitting a Transaction as a Draft
      • Holding a Transaction for Review
  • Entering Charge Transactions for Multiple Service Dates (on a Single Patient)
  • Answering PQRS/MIPS Clinical Metrics Questions
    • Answering the Clinical Metrics Questions
    • Making Changes to Charge Transactions with PQRS/MIPS Data
    • Copying Transactions That Have PQRS/MIPS Data
  • Editing Charge Transactions
    • Restrictions to Editing Charge Data
    • Opening a Charge Transaction for Editing
    • Editing Charge Codes
      • Removing a Charge Code from a Transaction
      • Changing the Quantity or Details for a Specific Charge Code
      • Adding or Changing Modifiers for a Specific Charge Code
    • Editing Diagnosis Information
      • Removing a Diagnosis from One Charge on a Transaction
      • Removing a Diagnosis from an Entire Transaction
      • Re-Ordering the Diagnoses or Charges on a Transaction
    • Editing Details for the Entire Charge Transaction
    • Changing or Removing the Photos Associated with a Charge Transaction
  • Deleting an Entire Charge Transaction
• Writing Clinical Notes
  • Launching the Mobile NoteWriter Application
    • Access Mobile NoteWriter via the Clinical Notes Module
    • Access via the Pending Button
    • Access via the Swipe Action in the Patient List Module (iPad only)
  • NoteWriter Screen at a Glance
    • Selecting Visit and Note Date
    • Assigning a Specialty to Your Note
    • Changing the Note Type
    • Note Templates List
    • Draft Notes List
  • Starting a New Note for a Patient
  • Entering Data in a Note
    • Adding Data to a Note from a Clinical Results Module
      • Preselecting Clinical Data Before Starting a Note
      • Linking Clinical Data While in a Note
      • Including Text from a Clinical Note or Test Result
      • Adding Annotations to Clinical Data
    • Entering Data as Free Text
      • Inserting Quick Text
      • Using Shortcuts to Insert Quick Text
      • Carrying Forward Data Using Insert Previous
    • Entering Data into Body System Checklists
      • Entering Review of Systems (ROS) Data
      • Entering Exam Data
    • Entering Diagnosis Codes
      • Entering an Assessment and Plan in Response to the Problem
    • Including Charges Data in a Note
      • Entering Charges Using the Add Charge Section
    • Including Orders Data in a Note
    • Customizing Note Entry
  • Managing Draft Notes
    • Accessing Draft Notes via the Pending Button
    • Saving a Note as Draft
    • Continuing or Editing a Draft Note
    • Canceling a Draft Note
    • Deleting a Draft Note
    • Viewing a Print Preview of a Note
    • Sharing Draft Notes
  • Signing Clinical Notes
• Entering Patient Problems
  • Adding a New Problem in the Problem List Module
  • Selecting Diagnoses from Lists (Favorites, Existing, Latest Used, or Pickers)
    • Keeping a Diagnosis Category Open
    • Adding or Removing Items to/from your Favorite Diagnoses List
  • Selecting Diagnoses Using the Search Option
    • Additional Search and Filtering Features for Diagnoses
      • Using the Filter Option for Diagnoses
      • Saving a Diagnosis Search as a Search Term on Your Favorites List
      • Refining Non-Specific Diagnoses
  • Entering Diagnoses as Free Text
  • Editing or Resolving a Problem on the Problem List
  • Deleting a Problem from the Problem List
• Taking Patient Photos
  • Taking a New Photo for an Existing Patient
  • Deleting a Photo
• Electronically Signing Documents and Orders
  • Accessing the PatientKeeper Inbox
    • Understanding the Inbox Screen
    • Sorting the Inbox List
    • Viewing the Details of Clinical Documents
    • Auto-Scroll through Clinical Documents
    • Skipping Documents in a List
  • Signing Clinical Documents
    • Signing One Document
    • Signing Multiple Documents
  • Editing Clinical Documents
  • Declining Clinical Documents
  • Reassigning Clinical Documents
  • Working with Scanned Documents
    • Viewing a Scanned Document
    • About Signature Blocks
    • Signing One Scanned Documents
    • Signing Multiple Scanned Documents
  • Functional Differences between Mobile and Desktop Platforms
    • Using eSignature on Both Portal and Mobile Platforms

Ways to Enter Patient Data

Using eSignature on Both Portal and Mobile Platforms