Date post: | 25-Dec-2015 |
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simplifyMD System Overview
Login
Enter your User Name and password
Login and work under your User Name
Electronic systems record : Charts viewed Messages sent, received and signed Documents and document actions All Activity by date, time, and per User Name.
Change Passwords per Administrator recommendation and policies.
Home Screen
Tasks-Messages for the logged in UserH-high priority M- MediumL-LowP-PersonalS-signatureN-Notification
Set Practice Standards for Message Priorities
Patient Finder –Search for Patients
User Name-Log Out and Short Cuts
Help
System TabsSchedule Tab displays a view of the schedule
Task Center Tab brings you to your messages both incoming and outgoing.
Filing Center Tab brings you to your incoming faxes, scans, and anything that enters the simplifyMD drop box Patient Finder Tab is where you will search the system for patients
Tools Tab displays practice reporting, template management, and faxing status.
Add Patient Tab is used to create new patient charts.
Schedule Bar
Schedule bar action buttons Create a New appointmentPrint the schedulePreview scheduleCreate a new message.
Schedule filters allow you to see the schedule based on location, provider, appointment type, and date range
The grey bar allows the user to sort
Searching For and Adding PatientsPatient Finder-Enter and search by: first or last namebirth datephone numberpatient i.d. number
Add Patient tab is used to create new patient charts Information that must be added to create a chart is in yellow fields with red exclamation points
If you’re Practice Management System has been interfaced with sMD, add and edit all Patients and appointments in the Practice Management System. Otherwise, any changes made to Patient Demographics will be overwritten .
Check In Print Forms
Add a patient to the ScheduleSearch patientSelect the PhysicianChoose the Location, appointment type, date and time.Add Appointment Reason and Save
Check-In- Check-Out and Save
Print Forms
Choose Care Units
With an Interface-All Appointments are added and New Patients and existing Patient information is edited in the Practice Management System.
Chart Navigation Face Sheet
The Face Sheet is the front of the chart and a snapshot of patient information and a demographic and clinical summary of the Patient Health Record.
To edit patient information in widgets, select the edit button and update the patient's information.
To use your webcam simply select the edit button, this action will engage the Webcam to add the patients photo.
Merge Tags-Display Widget Entries on a Template or Form
Patient Chart Continued
Messages Patient Messages Timeline gives you a quick view of all documents over time.Simple Chart is a smaller version of the patients chart.Assembly Tab is a document by document listing of the patient chart documents. Use the assembly tab for selecting documents in the chart to be faxed or printed. Archive tab allows you to break up documents and send them to various tabs at one time, while assigning a display name/filename and adjusting the date of a document.Recycle Bin contains duplicates or misfiled documents in the Patient Chart. Documents are never deleted in the Digital Chart Room.
Document Tabs
Patient Document Tabs Second Row of Tabs
Tabs have a document icon if they have a new document filed in them, they are bold if they have documents in them and grayed out if the tabs are empty. If there are too many tabs to fit on the screen, a drop box appears to select the remaining tabs. Drawer Dropdown-Notes Drawer, Patient Education Drawer
Filing Center
The Filing Center is the Entrance to your Digital Chart Room.
Think of the Filing Center as the front door of your Digital Chart Room. This is where all documents are directed to the patients charts by scanning them in or by way of Fax.
Filing Center Functions Default and Custom Scan
Filing Center FiltersView the Contents of the Filing Center
Filing Center SortsView the Contents Sorting
Filing Center Simple Print
Messaging
Interoffice Message- Created on the Home Screen, Task Center, and Patient Finder screens
Patient Message- written in the patient’s chart. A document may be attached to the message.
Requires Resolution- When selected keeps a message in your Message Center and allows you to resolve and remove from your Task Center.
Note to Chart- a message written in the patient’s chart.
Messaging
Sending a Message with a Document Attached
Messages requiring a physicians signature are created by selecting Request Signature
Physician documents that require a signature are indicated by “S” in the Task Bar.
Workflow Sessions
Front Office Check In Check Out
Back Office/Middle Office Clinical Triage Patient
Physician Workflow Documenting the Encounter
Log Out
Log OutIf you are stepping away from your workstation, secure protected Patient Health Information by Logging Out.
Log Out don’t X out.
• 2 backup USB hard drives (pictured bottom left).
• 1 is connected to server via a USB Cable (pictured bottom right) and a power outlet via a UPS unit
• Swap out the drives everyday – same time – store the one not connected to the
server offsite or in a locked fireproof safe.
• Label each drive– Backup 1 & Backup 2– Backup A & Backup B
• Database server back up– nightly at 1:00 A.M. local time.
• Swap out and plug in each day
Backing Up Your Data Digitally
Technical Support 678-578-6187 Monday through Friday from 8:30am-8:00ampm. (ET)