1. Introduction
You will learn the sequential steps to efficiently create and share clinical documents using the Appointment Screen. Additionally, these steps are applicable from the Patient Profile, should you prefer to generate document from there.
2. Open Clinical Documents Section
Select the Clinical Documents tab to enter the document management section of the appointment screen.
3. Add New Document
Click add to start creating a new clinical document for the current appointment.
4. Select Labs Category
Click on the type of document you wish to generate, and it will expand to display the available options.
5. Search Document Templates
Alternatively, you can search for templates to locate specific clinical document templates using keywords or categories.
6. Choose Cytology Template
After locating the desired document in the filtered list, choose to utilize this specific clinical document template.
7. Proceed to Next Step
Click Continue to move forward with the document creation process after filling in the required data.
8. Confirm Document Details
Click 'Correct' to verify and confirm the accuracy of the entered clinical document information. If any details from the provider or the patient need to be updated, you can make edits directly on this screen.
9. Enable Document Option
Within the form, you can select the required tests and checkboxes. Patient and physician data, along with the signature, populate automatically.
10. Save Clinical Document
Click Save to store the newly created clinical document within the appointment record.
11. Share Document
You can click "Share" to send the clinical document directly to the patient, or choose to send it via eFax.
You have successfully generated and saved a clinical document within the appointment screen by selecting templates, entering required information, and confirming details.
Thank you for using EMERGE!