1. From the Clinical Desktop, click the Patient tab, the Patient Search will be displayed.

2. From this screen, you can search for a patient using any criteria (Last Name, First Name, Insurance ID, SSN, Home Phone, MR#, DOB, Driver’s Licence No). In case this is a new patient, you can easily add a new patient using the add icon button.

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3. You can search for a patient by entering the Last Name, First Name, Insurance ID, SSN, Home Phone, MR# or DOB.

4. Click on the name of the patient, this will take you to the EMR (Electronic Medical Record) page. The patient’s Face Sheet, where you can add, review or modify the various elements of the patient’s information like:-

ALLERGY , MEDICATIONS , FAMILY HISTORY
HEALTH MAINTENANCE , PROBLEMS LIST , PERSONAL NOTES
SOCIAL HISTORY , SURGERY/PROCEDURES , VACCINATION

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To add to any category on this screen click the corresponding add button .
For example if you click on add add_icon button in the Allergy area, a pop up appears (as shown below)

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a) Click in the Allergy box and enter the substance to which the patient is allergic or type No Known Drug Allergies.
b) In Status box set the degree of the allergy. (The fields marked with ê are required fields)
c) Enter the Last Reviewed Date and the Reaction Status.
d) If you have any comments, enter it in the Comments box.
e) If the Show as Red box is selected, the details that you have entered here will be displayed in red color on the Face Sheet page.
f) Click the Save button to update the information.

The information will be saved and displayed in the Face Sheet page.

6. To edit this information, simply click on the detail on the Face Sheet and make the necessary changes and click the Save button.

7. To delete any information, click on the detail and change the Status to VOID, this will delete the information.

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