Intake Staff Workflow

The intake staff can use the Intake template to document a patient's chief complaint, vital signs, medications, allergies, standing orders, and various other findings.

The intake staff workflow involves documenting the patient encounter on the Intake and Histories templates. The information documented by the intake staff is used by the provider for reference and to proceed with the encounter.

Open the Home Page Template
You can obtain the patient summary on the Home Page template.
Viewing Template Links on the Home Page Template
On the Home Page template, you can view and open links to other templates based on the selected specialty.
Overview of the Intake Template
You can use the Intake template to document the patient information.
Overview of the Histories Template
You can add, update, delete, and review a patient's history summary details.
View a Patient's Appointments
You can view a patient's appointments.
The Intake Staff's Review of the Allergies Summary
On the Home Page - Allergy template, the intake staff can review the patient history documented in previous encounters.
Open the Allergy Home Page
You can use the Templates module to open the Home Page - Allergy template.
Documenting Patients' General Information
You can document a patient's general information on the Intake template.
Patient Reasons for Visits
You can document a patient's reasons for visit.
Documenting the Patient History Summary
You can add, update, delete, and review a patient's history summary details from the History Summary panel.
Adding and Reviewing Allergies
You can add and review the allergy details associated with a patient in the Allergies panel.
Viewing Patient Medications
You can view the patient's medications in the Medications panel on the Intake template.
Documenting Vital Signs
You can document and update a patient's vital signs on the Vital Signs template. You can edit or remove a vital signs record from the Vital Signs grid.
Placing Allergy Testing Orders
You can place Allergy testing orders in the Orders panel on the Intake or SOAP template.
Document the Review of Systems
You can document the findings of a patient's review of systems for multiple systems using a single template or a single system.
Access Dermatology
You can access dermatology templates from the Templates module.
Intake Template
You can use the Intake template to document the patient information.
Histories Template
You can add, update, delete, and review a patient's history summary details.
Home Page Template
You can review and document the summary of a patient information in the Home Page template.
Recording Patient Details in the Intake Workflow
During check-in, the intake staff can document patient details.
Review of Orthopedic Details by Intake Staff
The intake staff can review the patient's details documented during the previous encounters.
Intake Template
Generate Intake Note
You can generate the intake note for a patient using Generate Intake Note on the Intake template.
Access Home Page
Pediatrics uses the generic Home Page template.
Update Patient Tracking
You can document the patient's location and status during the course of the encounter using Patient Tracking.
Birth History
The Pregnancy/Birth History template includes maternal health and newborn birth history information.
Documenting General Information of Patients
You can document a patient's general information on the Intake template.
Pediatric History Summary
You can add, update, delete, and review a patient's history summary details from the History Summary panel.
Patient's Reason for Visit
You can document a patient's reasons for visit.
Pediatric Vital Signs
You can document and manage the vital signs of a pediatric patient in the Vital Signs panel.
Medications
You can document and manage the medication history and current medications of a patient.
Allergies
You can manage patient allergy details of a patient.
Enter an Order
You can enter and place an order from the My Plan or My Custom Plan template.
Pediatric Review of Systems
You can document the findings for a patient after reviewing a list of systems on the Review of Systems panel on the Intake template.

The intake staff can use the Intake template to document a patient's chief complaint, vital signs, medications, allergies, standing orders, and various other findings.

Intake Staff Workflow

Recommendations

Overview of the Intake Template

Intake Template

Intake Template

Overview of the Provider Workflow

Intake Staff Workflow

General Office and Virtual Visit Workflow

Overview of the Intake Template

Intake Template

Intake Template

Overview of the Provider Workflow

Intake Staff Workflow

General Office and Virtual Visit Workflow

Intake Staff Workflow