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