Training Materials for Clinical Support Employees

Overview

Your clinical support team can use these training videos to learn standard workflows and best practices. The materials cover essential tasks your staff needs to know to support patient care operations.

NOTE: THIS IS A GENERAL OVERVIEW OF COMMON CLINICAL TASKS AND MAY NOT COVER ALL WORKFLOWS FOLLOWED BY YOUR OFFICE.

System Overview:

• Overview of Patient Charts, Lab Ordering/Results, and Billing

Charting and Documentation

• Patient Vitals
• Chart Parts
• IV Therapy - How to Add and Chart IV Infusions

Orders and Referrals:

• VIDEO: Using Bidirectional Integrated Labs
• Add Order to Patient's Chart
• Generating Lab Orders/Requisitions
• Send a Referral to an External Provider
• Creating Panel Orders for Labs with Ordering Interfaces
• Create and Add Lab Panels Using Chart Parts

Other Administrative Workflows:

Tasks and Internal Communication

• VIDEO: Sending and Managing Tasks
• Tasks
• Chat, Conversations, and Sharing Objects

Patient Communication and Management

• Send a Secure Message
• Email a patient
• Patient Portal Queue and Filters
• Logging into the Portal as a Patient