Dashboard/Patient Chart (EHR)
Customize Dashboard and Patient Chart Dashboard
We have added a Customize icon to the Dashboard that opens the new Customize
Dashboard and Patient Chart screen.
Use the new Customize Dashboard and Patient Chart screen to select which patient
cards display, and which items display on the dashboard and chart toolbar.
Click the Customize icon.
Select which items you want to display and click Save. The settings remain until you change
Note: When you select to display toolbar icons, the icons displays as usual. The six main toolbar icons display on the toolbar, and the other icons display on the drop-down until you click them.
Click Restore to Defaults to display all items.
As part of this update, we have removed the Restore Defaults icon from the patient
chart toolbar because it is no longer necessary.
Video Training Library (PM/EHR)
The following video has been added:
- Invoice Billing
Clients can now bill for medical services provided to a business or organizational entity
using the Invoice Billing add on module. This feature gives clients the ability to send an
invoice out with multiple patients to one entity and receive one payment to post. In this
session we will create an Invoice Entity, associate patients to the entity, create an
invoice for services rendered and finally add payments to the invoice payment module.
The following videos have been updated:
- Institutional Billing Customization
Updated to a workflow format.
- Institutional Billing Posting Charges
Updated to workflow format.
- Introduction to EHR
Updated video to include new customize icon that allows the user to remove or add EHR
donuts, cards and chart tools.
- Scheduler Workflow-Day of the Patient Visit
Updated with Provider week view icon.