1. USING ELECTRONIC MEDICAL RECORDS UNDERSTANDING ELECTRONIC PRACTICE WORKFLOW

2. SchedulingCheck-In Claims/ Reporting Check-OutExaminationIntake 1.Login to the secure practice server using the: Setup Workstation Instructions - EMR113a 2.Once logged in, double-click the FIREFOX icon on the desktop 3.Type Username: 1501_frontdesk * 4.Type Password: abcd1234 5.Location: Lake Bluff PRACTICE : Print the step-by-step PDF document with all workflow exercises from the ADDITIONAL REFERENCE area. All matching PDF practice exercises will be referenced in a box that looks like this throughout the lesson. * enter your assigned login number where you see a red star (numeric only) USER LOGIN FOR FRONT DESK TASKS

3. UNDERSTAND WORKFLOW ELEMENTS SchedulingCheck-In Claims/ Reporting Check-OutExaminationIntake Front Office: SchedulingCheck-inCheck-out Clinical: IntakeExaminatione-prescribing Back Office: Claims/ Reporting

4. (PRACTICE SESSIONS 1&2) When a request is received for an office visit – the electronic record is either accessed or created. Requests may arrive via phone and receptionist systems or utilizing patient portal or e-mail communication available in many EMR/EHR solutions. In most EMR’s you will begin by accessing the calendar to schedule the appointment SchedulingCheck-In Claims/ Reporting Check-OutExaminationIntake PRACTICE Entering a NEW PATIENT: Practice Exercise 2 - Step 1&2 ( PDF p.3,4 ) PRACTICE Entering an EXISTING PATIENT: Practice Exercise 1 - Step 1&2 (PDF p.1,2) Scheduling

5. (PRACTICE SESSION 3) When a patient arrives for their scheduled appointment, collecting a co-pay and verifying their insurance is a step needed before the patient sees the Doctor. Most EMRs offer a real time insurance verification. Meaning the software will check online to validate current insurance availability, coverage and copayment amounts. SchedulingCheck-In Claims/ Reporting Check-OutExaminationIntake PRACTICE PATIENT CHECK-IN: Practice Exercise 3 ( PDF pg. 5 ) Check-in

6. SchedulingCheck-In Claims/ Reporting Check-OutExaminationIntake 1.Log out as Frontdesk User 2.Login with Username: 1501_doctor * 2.Password: abcd1234 3.Location: Lake Bluff * enter your assigned login number (numeric only) where you see a red star CHANGE USER LOGIN FOR PRACTITIONER TASKS

7. A Nurse/Medical Assistant will normally handle any pre-examination. This would include prior medical history (for a new patient ) and any vitals taken in preparation for the Doctors exam. SchedulingCheck-In Claims/ Reporting Check-OutExaminationIntake PRACTICE Entering MEDICAL HISTORY Practice Exercise 5 ( PDF p.8 ) PRACTICE Recording VITALS Practice Exercise 4 - steps 1&2 ( PDF p.6,7 ) (PRACTICE SESSIONS 4-5) Intake

8. (PRACTICE SESSIONS 6-8) HPI (history of present illness) and ROS (review of symptoms) and the physical exam are some of the integral parts of the progress notes. Adding in long term problems is important for future reference or sending referrals. Medical coding is also entered so that the appropriate payment is received for each procedure and visit. SchedulingCheck-In Claims/ Reporting Check-OutExaminationIntake PRACTICE Entering HPI and ROS Practice Exercise 6 ( PDF p. 9 ) PRACTICE Entering PROBLEMS Practice Exercise 7 ( PDF p. 10 ) Examination

9. (PRACTICE SESSIONS 9-10) Prescribing the correct medication for the patient is critically important. Using EMRs for allergy and conflicting medication warnings helps protect patient safety and avoid potentially dangerous errors. Using the latest technology, e-prescribe features are included with all EMR solutions. Which means the practice will no longer call in or fax prescriptions to the pharmacy's. It is all done with a single click of a button SchedulingCheck-In Claims/ Reporting Check-OutExaminationIntake PRACTICE : ADDING MEDICATIONS Practice Exercise 9-10 ( PDF p. 11 ) e-prescribing

10. Your live practice sessions are now complete! You may now log out of the practice session server. Your practice exercises will be reviewed by the course administrator and submitted as part of your Final Exam score. Please complete this lesson (slides 11-13) to review additional components of Electronic Medical Workflow prior to continuing to the Proficiency Final Exam

11. The Doctor may request that the patient come back for a follow-up visit. The front desk will now access the EMR to schedule this next appointment. SchedulingCheck-In Claims/ Reporting Check-OutExaminationIntake Check-out (NO PRACTICE SESSION)

12. Most EMR solutions have an integrated billing component, although a practice may outsource many of the billing and financial functions. When the Doctor does their coding and then locks or submits the progress note, a claim will be generated. The Biller/Practice Manager can review this claim, check the ICD or CPT codes entered, and then send the claim off to their billing house. Most billing houses integrate function with the EMRs to make filing claims more streamlined. With or without a PM (Practice Management/Billing) component to the EMR; a patient can obtain a receipt of payment from the EMR system. SchedulingCheck-In Claims/ Reporting Check-OutExaminationIntake Claims/ Reporting (NO PRACTICE SESSION)

13. Reports can be run and printed from within the billing section of the EMR. These reports can be customized for the unique needs of each practice. Whether it be a daily, monthly, or annual format. Itemized by cash transactions or specific insurance company. The options are numerous and flexible. Reporting is also available in other areas of the EMR. SchedulingCheck-In Claims/ Reporting Check-OutExaminationIntake Claims/ Reporting (NO PRACTICE SESSION)

14. USING ELECTRONIC MEDICAL RECORDS UNDERSTANDING ELECTRONIC PRACTICE WORKFLOW Congratulations! You have now completed your workflow lesson and practice session.