TABLE OF CONTENTS




Getting Started


  1. Navigate the appropriate URL.

  2. Log in with your credentials.


Searching for a Patient

  1. Click "New Encounter" on the top navigation bar.


  2. Enter the patient's information in the search box and click "Search."


Note: You may also add a new patient by click the "Add Patient" button above the "Search" button.



Selecting CareFlows


  1. After selecting the correct patient in the system, you will need to use the right protocol to help the patient with their questions and/or appointment requests.


  2. For example, if a patient is having an UTI complaint, select the appropriate protocol from the drop-down list to view a list of available symptoms.



  3. A series of screening questions will be presented to the patient to collect information for the appointment. The results will be saved in the appointment detail for viewing by clinical staff.

  4. Click "Schedule an Appointment."

  5. You may proceed to schedule the appointment and you can also filter by several parameters including the practice location, date range and time range.

    Select the appropriate filter to see a list of available appointments.

  6. Select the desired timeslot for the patient and enter any additional information in the pop-up window.

    Click "Create Appointment(s)."

  7. Once the correct appointment option is selected, the agent will be prompted to review and create the appointment. When the appointment has been created, a confirmation will display for the agent and an email and/or SMS message will be sent to the patient.

  8. You may select any of the above options to continue or end the encounter.
    • Continue Editing Encounter: This will bring you back to the patient Encounter page.
    • Submit Encounter: Submits the Encounter and brings you back to the patient Encounter Page.
    • Save and Close: Save and close the Encounter.


Saving to EHR


  1. Navigate back to the Encounters page.

  2. Scroll down to find the Secure Messages box.


  3. Click "Save to Chart."

  4. Select the appropriate provider for notification.


Note: The default provider for notification is the Triage Nurse.