Clinical Overview: Table of Contents

Document Purpose

To provide a “homework” assignment with supporting instructions to make sure all eCR users can complete the below outlined tasks.

THIS DOCUMENT IS NOT TO REPLACE SPECIFIC INSTRUCTIONS FOR EACH OF THESE SECTIONS. THIS IS A SUPPLEMENTAL TRAINING GUIDE TO ASSIST YOU IN COMPLETING THE BELOW TASKS.

 eCR Training Homework Assignment / Tasks

1. Register a patient.
2. Add a billing note for your patient (In Patient Details).
3. Create an individual appointment for your patient, place on your own schedule.
4. Add your patient to an existing Group.
5. Schedule a group appointment using the Group in which you added your patient to.
6. Add your new patient to a Group appointment that has already been placed on someone’s schedule. (You could create a one-time Group appointment using another group, then add the patient).
7. Check-in the individual appointment you scheduled.

   NOTE: you can ONLY check-in a patient if the appointment is in the past.

   • Receive $25.00 from the patient.
   • Add appointment notes.
   • Clear the Billing note (So it is no longer green).
   • Add a new Billing note.
8. Check-in the group appointment you scheduled. 

   NOTE: you can ONLY check-in a patient on the day of the appointment.

   • FIRST you check in each of the patients / clients in the group (Double click).
   • Receive $50.00 from each patient.
   • Add a note.
   • SAVE your information (For those you checked-in).
   • Right-click on the group appointment and check-in the appointment.
9. Accept funds from a patient (Outside of an appointment).
10. Complete the Comprehensive Psychosocial Evaluation.
11. Complete the Treatment Plan.
12. Complete a Progress Note - Ensure you can sign all necessary forms need for a complete chart.

Table of Contents

(Click a topic to view the article)

Register a Patient

Create a Patient's Chart

Set up Patient Designations

Schedule Individual Appointments

Schedule Group Appointments

Add a Patient to a Group Appointment

Add a Patient to a Group

Check in a Patient to Individual Appointments

Check in Patients to a Group Appointment

Print Patient Scheduled Appointments

Print Clinicians Schedule for the Day

Locate Appointment Reports

Schedule Appointments in Front Desk Module

Add a Patient Note

Modify a User's Role on a Chart

Change the Primary Therapist on a Chart

Complete the Assessment, TP and PNs

Create Billable vs Nonbillable PNs

Manage Treatment Plans

Route Forms to be Signed

Move a Patient Across Breadcrumbs

Manage Alerts