1. Forms Training

2. Tested Formatted The Template Library

3. www.simplifyMD.com Client Login Enter Username Enter Password Select Template Library Locating the simplifyMD Template Library

4. Simply press the play button Watch the Overview Video in the template library

5. Use the folders on the left side of your screen to select the type of form or template you need. Click the name of the document to view the form in the Preview Window. Click the name of the document in the File Information box to download. Make sure you save it to a place you will be able to find it later. Using the template library

6. Select the form Select the file information link Save document in “RTF” To desktop or a document folder Saving and uploading a form from the template library

7. Customize your document Save Customizing a form from the template library

8. Open a word document Select the Margins In the header right click select “Edit” Using your Merge Tag reference sheet Add a Barcode With File Name Patient – First Name, Last Name Patient - Birth Date (mm/dd/yyyy ) Note: Barcode should be 20-24 font size the 3 of 9 Barcode Adding a barcode to a form

9. Creating a form Open a word document Select View Rules about templates Select the appropriate merge tags, copy and paste or type the merge tags Add the body of the letter Save as “RTF” and name the document

10. Printing Merge Tags Select view rules about templates Select printer or leave the window open and toggle back and forth

11. Adding Forms to The Digital Chart Room

12. Uploading a Form Select the “Tools” Tab From the Navigation Tree select: Office Documents Manage Template From the Tools detail window: Select the Upload a template to the system

13. Uploading a form Browse and select form Select tab, enter document name and select the type of document Press “Upload” Verify the document title is correct and placed under the appropriate document “tab”

14. Test the form for accuracy Select the document "Tab” Select “T” button Select “Open Read Only” Verify document is working correctly Print the document Scan document to Filing Center

15. 2 backup USB hard drives (pictured bottom left). 1 is connected to server via a USB Cable (pictured bottom right) and a power outlet via a UPS unit Swap out the drives everyday –same time –store the one not connected to the server offsite or in a locked fireproof safe. Label each drive –Backup 1 & Backup 2 –Backup A & Backup B Database server back up –nightly at 1:00 A.M. local time. Swap out and plug in each day Backing Up Your Data Digital

16. simplifyMD Customer Support Support is available Mon-Fri 8:00am – 8:00pm EDT via phone 678-578-6200 24/7 via email support@simplifymd.com Check online & simplifyMD University for regular updates www.simplifymd.com Use your login name & password to access simplifyMD University

17. Thank You!