How to Edit an Employee / Personnel
Typically, only the Office Manager or Owner has the privilege to this screen. You can go to Admin -> Personnel -> Personnel Entry then Search and select the appropriate Personnel. Change the name fields. Remember to SAVE with the button in the top right-hand corner of the screen. NOTE: If this is a Prov…
How to enter other patient genders besides Male and Female
As per our EMR certification requirements, there is another field for "Gender Identity" on the Patient Demographics screen: If you want to select “Unknown” for Gender which is a required field, you could then populate the Gender Identity field. NOTE: Selecting Unknown will cause the patient to excluded (not c…
How to mark a patient as Deceased
When you are in the patient chart you will go to the ‘Patent Info’ tab à ‘Demographics’. Within ‘Demographics’ you will go to the sub tab ‘Advanced’. You will then see a check box ‘Patient is Inactive’. You will check this box and then the drop-down box below will allow you to select the reason ‘Death’. Then you wi…
