Data Entry

1. Click on the Patient Look Up button2. Enter in the last name of the patient in the Search Patient field3. Verify Date of Birth4. Click OK

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ENTER IN MEDICAL HISTORY

-Click on New Telephone Encounter on the patient hub

1. Make sure the correct provider is listed. If not, click the search button and enter in the correct provider2. Click on Virtual Visit3. Scroll down on the bottom half of the screen and click on Medical History

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(Scroll Down Here)

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Search Button

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1. Click Browse in the Medical History section2. Type the name of the problem in the find field3. Click on the appropriate problem (this will show up on the right side under Selected Medical History). *Continue steps 2 and 3 until all of the medical history is entered*4. Click OK5. Check the box next to History Verified

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ENTER IN ALLERGIES1. Click Browse Rx2. Type in the name of the allergy in the find field3. Click on the appropriate allergy (this will show up under Selected Rx on the right side). *Continue steps 2 and 3 until all the allergies are entered.*4. Click OK5. Type in the type of allergy or use the drop down menu.6. Check the box next to Allergies Verified

(If there are no allergies, click on NKDA)

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ENTER IN MEDICATIONS

-Click on Chief Complaints at the bottom of the screen

-On the bottom half of the screen, click Add under the Current Medication section

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1. Type in the drug name listed on the chronic medication list2. Click on the appropriate drug on the left hand side3. Select the correct strength. *Continue steps 1 to 3 until all medications are entered*4. Click OK.

-When all drugs are entered, make sure to check Medication Verified

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ENTER IN FAMILY HISTORY

Click on the R Icon at the top of your screen

Click on the Family History Icon at the top of your screen

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1. Using the Status Column: Click Once for Alive Click Twice for Deceased Click Three Times for Unknown Click Four Times to return the status to blank

2. Enter in the year for DOB3. Enter in the Age4. Click on the Notes Field and another box will open5. Select the appropriate Keyword 6. Click OK

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ENTER IN SOCIAL HISTORY Click on the S at the top of the screen

1. Using the Options Column: Click Once for No Click Twice for Yes Click Three Times to return the option blank

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2. For those options such as Occupation, Click on the Details Column. Another box will open and allow you to select options.3. Click on the appropriate item **You may also use free text in the box**4. Click Ok

ENTER IN ALERTS Click on the Alerts Icon at the top of the screen

1. Click on the appropriate Alert2. Check last done

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3. Change the date to the appropriate year (the exact date is not needed) by clicking on the right hand corner of the calendar. Click on the arrows until the correct year is reached. 4. Click OK5. Close out of the screen

Close out of the next screen as well by hitting the red X

1. Check on Addressed on the original screen

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2. Click OK

ENTER IN IMMUNIZATIONS

Return to the patient hub and click on Immunizations at the top of the Screen

1. Click Add and enter in the name of the immunization

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2. Click on the appropriate immunization

1. IMPORTANT-Check Y for Vaccination Given in the Past2. In the Given Date field, enter the date of the injection3. Click OK and close out of the patient’s file

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