Getting Started > Private Practice > Doctor

CREATING AN ENCOUNTER 

A. Without a Secretary

To create an encounter, go to the menu, click EMR > Patients. 

Drag your cursor to the search bar and type in your patient’s name. 

Click your patient’s name to start encounter. 

B. With a Secretary

You can also ask for your secretary’s help to create an encounter. Go to Registration > Queues to view all the patients in queue. Click accommodate patient to proceed with your encounter.

CREATING MEDICAL RECORDS 

A. Recording patient’s first visit (Go over encounter part, add chief complaint, HPI, vitals, diagnosis)

If it’s your patient’s first visit you can record their information. Just by going to the menu, clicking the current encounter part and then filling out the needed information below such as the chief complaint, HPI, vitals, and diagnosis. 

Scroll down to see the rest of it.

Make sure to click save records to save all your patient’s records!

B. Creating a Prescription

Creating a prescription has never been so easy! Simply go to CURRENT ENCOUNTER click PLAN, and scroll down to see the ‘Prescription’ part. 

Scroll down to see the ‘Prescription’ part. Start adding your prescribed medicine and click save records when done.

C. Creating a diagnostic order (laboratory)

To create diagnostic order,  go to CURRENT ENCOUNTER click PLAN, and scroll down to see the ‘Laboratory Order’ part. 

Fill out the needed information about your laboratory order such as the diagnosis/reason for test order and the laboratory test to order. 

D. Creating a diagnostic order (imaging)

To create diagnostic order, go to CURRENT ENCOUNTER click PLAN, and scroll down to see the ‘Imaging Order’ part. 

Fill in the needed information and click save records when done.

E. Creating a medical certificate & other forms

Create medical certificate & other forms by going to CURRENT ENCOUNTER clicking ATTACHMENTS. Scroll down to see ‘Medical Forms’.

Simply click add new to easily create medical forms like medical certificates, fitness certificates, questionnaires, and waivers.

F. Printing records

To print your records such as prescriptions, laboratory & imaging orders, and medical forms, simply click the three dots that you can see in the upper right corner of the printable. 

G. Billing the patient

To proceed to billing your patient, click the red ‘Bill encounter’ button. 

You can add or delete items in the Invoice. 

Scroll down to save & end encounter. 

CUSTOMIZING YOUR EMR. 

Choose to show or hide fields in the patient’s medical record. Click SAVE when done. 

EMR > PRESCRIPTIONS

Manage your prescription header by filling in the necessary information of their clinic.

Preview your prescription header before printing by clicking ‘Preview’.

You can always undo your changes by clicking ‘Revert to Default Header’ beside the ‘Preview’ button.

 EMR > MEDICINES DIRECTORY

Add a new medicine in your catalog by clicking ‘Add New Medicine’. You can also search for existing medicines in the directory.

Fill out all the necessary information and click SAVE when done.

You can also add new medicines in bulk by simply clicking the down arrow beside the ‘Add New Medicine’ button.

EMR > FAVORITE PRESCRIPTIONS 

You can add new favorite prescriptions by clicking ‘Add Favorite Prescription’.

Fill in the necessary information for your prescription.

You can add favorite prescriptions in bulk by simply clicking the down arrow beside ‘Add Favorite Prescription’.

EMR > CUSTOM DIAGNOSTIC TESTS

You can add a new diagnostic test by simply clicking ‘Add New Diagnostic Test’. 

Fill in the necessary information for your new diagnostic test.

Your new diagnostic test has been added! 

EMR > CUSTOM DIAGNOSTIC TEST PACKAGES

You can customize your diagnostic test packages by adding or removing existing packages in your clinic. Add a new package by simply clicking ‘Add new package’

Fill in necessary information about your package. Click SAVE when done.

Your new package has been added!

EMR > FORMS

Add a new form template under your certificates by simply clicking ‘Add Form Template’.

Fill in the necessary information about your new template. Click SAVE when done.

EMR > ARCHIVED PATIENTS

Search for archived patients from your clinic by typing their information in the search field.

You can also bring back an archived patient by clicking the ‘Restore’ button.

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