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Administration – Appointment Setup
Administration – Directories
Administration – Encounter Setup
Administration – General Setup
Administration – Health Maintenance
Administration – Letter Templates Setup
Administration – Patient Custom Fields
Administration – Patient Portal Customization
Administration – Point of Care
Administration – Practice Location
Administration – Practice Profile
Administration – Practice Settings
Administration – Users – User Accounts and Locations
Administration – Users – User Groups
Administration – Users – User Roles
Encounter – Assessment
Encounter – CC – Chief Complaint
Encounter – Creating an Encounter
Encounter – HPI
Encounter – Hx
Encounter – Meds & Allergies
Encounter – Physical Exam
Encounter – Plan
Encounter – Point of Care
Encounter – Results
Encounter – Review of Systems
Encounter – Summary
Encounter – Superbill
Encounter – Vitals
Encounters – Charting a SOAP Note (Clinical Staff)
Encounters – Charting a SOAP Note (PROVIDERS)
Forms – Online Forms
Forms – Printable Forms
Hardware Requirements
Log In/Out
Master Class – Clinical Staff – The Encounter
Master Class – Medical Assistant – System User
Master Class – Non-Clinical Staff – System User
Master Class – Office Manager – Setup
Master Class – Office Manager – System User
Master Class – Practice Administrator – System User
Master Class – Practice Administrators – Setup
Master Class – Providers – System User
Master Class – Providers – The Encounter
Master Class Sample (FREE)
Menu – Dashboard
Menu – Help
Menu – Messaging
Menu – Patient – Orders
Menu – Patients – Add Patients
Menu – Patients – Encounters
Menu – Patients – Search Charts
Menu – Preferences – Display
Menu – Preferences – Favorite Lists
Menu – Preferences – System Settings (Clinical Staff)
Menu – Preferences – System Settings (Non-Clinical)
Menu – Preferences – Templates
Menu – Preferences – Work Schedule
Menu – Reports – Clinical
Menu – Reports – Health Maintenance
Menu – Reports – Labs & Rx Refills
Menu – Reports – MIPS/MACRA
Menu – Schedule
Patient Chart – Add Appointment or Patient
Patient Chart – Add Appointment, Quick Visit or Patient
Patient Charts – Attachments
Patient Charts – General Information
Patient Charts – Medical Information
Patients – Lab Results Summary
Patients – Refill Summary
PDF Editor
Preferences – System Settings (Medical Assistants)
SAMPLE COURSE