The Digital Chart Room System Overview. Log In and Log Out Log In Enter your User Name and password...
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Transcript of The Digital Chart Room System Overview. Log In and Log Out Log In Enter your User Name and password...
The Digital Chart Room System Overview
Log In and Log OutLog In
Enter your User Name and password
Login and work under your User Name
Change Passwords per Administrator recommendation and policies.
Log Out
If you are stepping away from your workstation, secure protected Patient Health Information by Logging Out.
Log Out do select the close button in the upper right hand corner.
Home Screen
Tasks-Messages for the logged in User
H-high priority
M- Medium
L-Low
P-Personal
S-signature
N-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 BarThe schedule bar action buttons allows you to create a New appointment, Print the schedule, preview schedule, and create a new message.
Schedule filters allow the user to see the schedule based on location, provider, appointment type, and date range
The grey bar allows the user to sort
If you’re Practice Management System has been interfaced with The Digital Chart Room, add and edit all Patients and appointments in the Practice Management System. Otherwise, any changes made to Patient Demographics will be overwritten .
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 The Digital Chart Room, add and edit all Patients and appointments in the Practice Management System. Otherwise, any changes made to Patient Demographics will be overwritten .
Check In and Print Forms Add a patient to the Schedule
Search patient
Select the Physician
Choose 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 and patient information is edited in the Practice Management System.
The Face Sheet is the front of the chart and a “snapshot” of patient information
To edit patient’s information or important note select the edit button and updated the patient's information
To use your webcam simply select the edit button under the blank patient’s picture box
Update a face sheet widget select the edit button, enter the information, select save, and done to update
Face Sheet
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 line item view 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 and Drawers
Patient Document Tabs
Second Row of Tabs
Tabs containing documents are identified by a document icon and the tab name is shown in bold. If there are not any documents in tabs, they are grayed out.
If there are too many tabs to fit on the screen, a drop box appears to select the remaining tabs.
Drawer Dropdown-EOB Drawer Credentialing 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 Filters
View the Contents of the Filing Center
Filing Center Sorts
View the Contents Sorting
Filing Center Simple Print
System Backup Activities Log
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.
• 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
simplifyMD Customer Support
• Support is available Mon-Fri 8:00am – 8:00pm EDT via phone
• 678-578-6200
• 24/7 via email • [email protected]
• Check online & simplifyMD University for regular updates
• www.simplifymd.com• Use your login name & password to
access simplifyMD University