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Dr. Ronald Leiva Roldán Dr. José Luis Burgos Step by Step: Create a new patient Open a new chart
Go to Click “Log in”
Enter the information request Practice ID: HFiT Username: will be sent to the personal account of each user Password: will be sent to the personal account of each user Click “Log in”
Click “Charts” Click on “Patients” Enter Patient information: First name Last name Patient record number
If no record of the patient is found (no results shown on the “Recently accessed patients” box), click “Add patient”
Enter Patient information: First name Last name Gender: M / F Date of birth: mm/dd/yy Click “Search for existing”
Click “Create new patient”
Enter Patient information If the patient does not have an address or phone number: Click “patient doesn’t have an address” box. Click “patient doesn’t have a mobile number” Click “Save”
Click “Start a chart note”
Click “SOAP note” S: subjective O: objective A: analysis P: plan
Enter Vitals of the Patient Height Weight Blood Presure Temperature Pulse Click “CC” (Chief Complain) Enter the patient reason of consultation Click “Sign”
Additional actions Schedule appointments Schedule clinic meetings Enroll patients in EHR Print patient chart Running reports
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