Download OFFICE ALLY EHR

OFFICE ALLY EHR ........................................................................................................................................................................... 1 OVERVIEW .................................................................................................................................................................................... 6 INTRODUCTION TO EHR MODULES ........................................................................................................................................................ 7 Main Tabs: ......................................................................................................................................................................................... 7 Secondary tabs: .................................................................................................................................................................................. 7 Links to other Office Ally systems: ...................................................................................................................................................... 7 DESKTOP TAB ......................................................................................................................................................................................... 8 Overview ............................................................................................................................................................................................ 8 PATIENT CHARTS .................................................................................................................................................................................... 9 Overview ............................................................................................................................................................................................ 9 Patient List screen .............................................................................................................................................................................. 9 Patient Summary screen .................................................................................................................................................................... 9 Progress Note screen ....................................................................................................................................................................... 11 Progress Note Summary screen ....................................................................................................................................................... 11 BILLING STATUS .................................................................................................................................................................................... 12 Overview .......................................................................................................................................................................................... 12 REFERENCES ......................................................................................................................................................................................... 12 Overview .......................................................................................................................................................................................... 12 MANAGE OFFICE .................................................................................................................................................................................. 13 Overview .......................................................................................................................................................................................... 13 NAVIGATING THE EHR ................................................................................................................................................................. 14 NAVIGATION OVERVIEW ...................................................................................................................................................................... 14 The Main Tabs .................................................................................................................................................................................. 14 Saving Data ........................................................................................................................................................................................................ 14 Entering Data ..................................................................................................................................................................................................... 14 Editing and Deleting .......................................................................................................................................................................................... 14 Copying and Pasting Data .................................................................................................................................................................................. 15 Searching ........................................................................................................................................................................................................... 15 Searching for Data Within Long “Pop‐up Lists” ................................................................................................................................................. 15 Searching for Data via “Icons” .......................................................................................................................................................................... 16 Multiple “Search Buttons” ................................................................................................................................................................................. 16 Searching for Data via “Links” ........................................................................................................................................................................... 17 Filtering Lists of Information ............................................................................................................................................................ 18 Drop‐Down “Search For” Filter .......................................................................................................................................................................... 18 “Display By” Filter .............................................................................................................................................................................................. 19 “Sort By” Filter ................................................................................................................................................................................................... 19 Diplaying Hidden Data ....................................................................................................................................................................................... 19 Navigating the Appointment List ....................................................................................................................................................................... 20 General Links .................................................................................................................................................................................... 21 Printing ............................................................................................................................................................................................. 21 Getting Help ..................................................................................................................................................................................... 21 TIME‐OUT TIP ....................................................................................................................................................................................... 22 MANAGE OFFICE ......................................................................................................................................................................... 23 MANAGE OFFICE OVERVIEW ................................................................................................................................................................ 23 ADMIN SECTION ................................................................................................................................................................................... 24 Overview .......................................................................................................................................................................................... 24 Company Information ...................................................................................................................................................................... 24 Manage Users .................................................................................................................................................................................. 25 32356 S. Coast Highway, Laguna Beach, CA 92651 www.officeally.com Phone: 949.464.9129
Fax: 949.376.6951