How to Add a Patient Education?

1 min read

Add a Patient Education in Settings #

  • Navigate to Settings -> EMR.
  • Click on the Plan.

 

 

  • Click on the Patient Education.

 

 

  • Patient Education will be opened.
  • Click on the Add button to add a new Patient Education.

 

 

  • There are two types of Patient Education; Document or URL. Select one with the radio button.
  • Fill in all the details.
  • Click on the Add button.

 

 

  • The Patient Education is added successfully.

 

 

  • You can also Edit or Delete a Patient Education by Edit or Delete icons respectively under Actions.

 

 

Add a Patient Education in EMR #

  • Select the Patient and navigate to EMR -> required Progress Note.
  • Click on the + Patient Education icon in the right pane.

 

 

  • Select the required Patient Education with the checkboxes.
  • Close the Patient Education popup.

 

 

  • The selected documents in the Patient Education are added in the right pane under Patient Education.
  • Click on the eye icon next to a document to open the document.

 

 

  • You can also download the document via the download icon.
  • You can also Print the document via the Print icon.

 

 

  • Similarly, you can view, download, or print all the documents/URLs of the Patient Education in one file by clicking on the eye icon next to the Patient Education.

 

 

  • Once the Note is Signed, a Patient Education document containing all added documents is automatically added to the EMR Documents.
  • Allow Portal is also automatically checked i.e., the Patient Education document is also available in EMR Documents for the patient on the Patient Portal.

 

 

  • Patient Education document in EMR Documents on the Patient Portal:

 

 

  • An Email is also sent to the Patient if his Portal account exists.

 

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