EHR FINAL EXAM COMPREHENSIVE STUDY
GUIDE 2026
◉ My providers list.
Answer: Accessed through Main Menu a Hamburger tab a My
settings a My providers.
◉ Reassign a progress note.
Answer: Done by navigating to Progress Note a Details a Change
assigned to.
◉ Progress notes sent back by provider.
Answer: Located at S jellybean.
◉ Patient Lookup.
Answer: The function used to look up a patient, represented by a
person with a magnifying glass.
◉ Patient Hub.
Answer: Where to view/enter visit summaries, x-ray results,
progress notes, and patient schedules.
, ◉ Best Practices for Progress Note Documentation.
Answer: Never use vague language or copy/paste for accuracy.
◉ Not acceptable notes.
Answer: Leaving 'not answered' in notes is not acceptable.
◉ Merge templates.
Answer: Required before documenting HPI, Exam, and Physical
Exam.
◉ Adjustment credits requirements.
Answer: Set up patient account using the information provided,
including a locked progress note and at least one of the following
CPT codes: 98940, 98941, 98942, 98943.
◉ Valid Matric Number.
Answer: Must include Student PIN in procedures section.
◉ Insurance for reciprocal students.
Answer: Insurance must be labeled as Reciprocal Student.
◉ Selecting and merging templates.
GUIDE 2026
◉ My providers list.
Answer: Accessed through Main Menu a Hamburger tab a My
settings a My providers.
◉ Reassign a progress note.
Answer: Done by navigating to Progress Note a Details a Change
assigned to.
◉ Progress notes sent back by provider.
Answer: Located at S jellybean.
◉ Patient Lookup.
Answer: The function used to look up a patient, represented by a
person with a magnifying glass.
◉ Patient Hub.
Answer: Where to view/enter visit summaries, x-ray results,
progress notes, and patient schedules.
, ◉ Best Practices for Progress Note Documentation.
Answer: Never use vague language or copy/paste for accuracy.
◉ Not acceptable notes.
Answer: Leaving 'not answered' in notes is not acceptable.
◉ Merge templates.
Answer: Required before documenting HPI, Exam, and Physical
Exam.
◉ Adjustment credits requirements.
Answer: Set up patient account using the information provided,
including a locked progress note and at least one of the following
CPT codes: 98940, 98941, 98942, 98943.
◉ Valid Matric Number.
Answer: Must include Student PIN in procedures section.
◉ Insurance for reciprocal students.
Answer: Insurance must be labeled as Reciprocal Student.
◉ Selecting and merging templates.
