Title: Navigating Menu Systems
Step Instruction Answer Key
1 In this activity, you will be oriented to the Select the Day tab.
screens, menus, and features of the PM/EMR
system.
You are viewing the landing page. The landing
page displays the appointment schedule for a
provider of the medical facility. By default, Dr.
Gina Anderson's schedule is displayed for the
current week. The appointment schedule can also
be displayed as a day or month view.
Select the Day tab to the top right of the
appointment schedule to observe the
appointments for the day.
2 The day's appointment schedule for Dr. Anderson Select 23 on the Calendar.
is displayed. You can use the Calendar to view the
appointments for any day. The current day is
highlighted on the calendar.
Select 23 on the Calendar to view the
appointments for that day.
3 The appointment schedule for Dr. Anderson is Select the Today tab.
updated to show the appointments for June 23
and the selected day is highlighted on the
calendar.
Now, select the Today tab to the top right of the
appointment schedule to view the appointments
for today, June 12.
4 Today's appointment schedule for Dr. Anderson Select the Month tab.
is displayed. The appointments for today are
currently displayed in the day view.
Now, select the Month tab to the top right of the
appointment schedule to observe the month's
appointments.
,5 The month's schedule for Dr. Anderson is Select the Week tab.
displayed.
Now, select the Week tab to the top right of the
appointment schedule to return to the current
week's appointments.
6 The week's schedule for Dr. Anderson is Select Clarke, Cassandra from the Providers option
displayed. list.
The appointment schedule also allows you to
view the appointments for any provider within
the medical facility.
Go to Providers to the left of the appointment
schedule, and select Clarke, Cassandra under it to
view Dr. Clarke’s schedule.
7 The week's schedule for Dr. Clarke is displayed. Select the time 11:30 AM on 06/16 for Lorenzo, Alice.
The appointment blocks indicate the duration of
the appointment. Along with the appointments,
you can also see the provider's blocked times,
such as time blocks for surgery and hospital
rounds. You can view the details of an
appointment by selecting an appointment time
within the appointment schedule.
On the appointment schedule, select the
appointment time 11:30 AM on 06/16 for
Lorenzo, Alice to view the appointment details.
8 The Edit Event screen is displayed under the Select Cancel.
Calendar tab with the details for the selected
appointment. Here you can update the current
patient status, as well as reschedule, cancel, or
delete the appointment.
After reviewing the appointment, exit this screen
by selecting Cancel.
9 The calendar is again displayed. From here, you On the appointment schedule, select Lorenzo, Alice.
can view the medical record of a patient by
selecting the patient's name on the appointment
schedule.
Select Lorenzo, Alice on the appointment
schedule to access her medical record.
,10 Mrs. Lorenzo’s medical record is displayed. Note Select the Demographics section to expand it.
that the patient's name is now displayed at the Select the Who section to expand it.
top of the screen. Many of the screens that are Select the Contact section to expand it.
accessed here will be filled with the selected Select Documents under Lorenzo, Alice.
patient's information. Selecting the patient's
name at the top is a quick way of returning to the
patient's medical record.
From here, you can view and edit patient
information including Demographics, Notes,
Appointments, Allergies, Medications, etc. For
example, start by selecting the Demographics
section and then select the Who and Contact
sections to expand them. The Edit button allows
you to make changes to the saved information.
You can use the sub-menus under the patient's
name to access the patient's reports, documents,
transaction records, etc. Select Documents to
view a listing of this patient's documents.
11 The Documents page is displayed. All the Select the Patient Information section to expand it.
documents related to the patient's medical
record are listed here. They are categorized into Select the Patient Insurance Card section to expand
different sections based on the type of it.
document. Select the Active section to expand it.
Select View alongside the file 10-01-
For instance, to ensure that the patient's 20xp_Lorenzo_InsPri_Card.pdf to view the insurance
insurance card is on file, select the Patient card.
Information section to expand it. Similarly,
expand the Patient Insurance Card, and then
Active sections.
You will see that the Active section contains a
PDF copy of her insurance card that could be
viewed using View.
12 The scanned copy of the front and back of the Select <icon> Close.
insurance card is displayed. Review the card and
then close the popup.
13 Next, go through the options in the top menu. Select Flow Board in top menu.
These options can be selected to access specific
areas of the PM/EMR system. Select Flow Board
to check the patient appointment status for the
day.
, 14 The Flow Board displays the current status of all Select Anderson, Gina from the Provider options list.
patient appointments. You can view the
appointment status for all the providers at once Select Submit.
or for a specific provider.
Select Anderson, Gina from the Provider field
and then select Submit to display the
appointment status for Dr. Anderson's patients.
15 After reviewing the Flow Board, return to the Select the patient name Lorenzo, Alice in the top left
patient's medical record by selecting the patient corner of the screen.
name Lorenzo, Alice in the top left corner of the
screen.
16 Mrs. Lorenzo’s medical record is displayed once Select Patient/Client in the top menu and then select
again. If you wish to view the medical record of Patients under it.
another patient, you can do so by searching for
the patient name in the patient database.
To do so, go to Patient/Client in the top menu,
and select Patients under it.
17 The Patient Finder screen is displayed. To view a Type Patel in the Search input field.
patient's medical record, you can directly select a Select <icon> Search.
patient displayed in the list or search for a Select Patel, Seymour.
specific patient.
To look for the patient Seymour Patel in the
system, start by entering the patient's last name
(Patel) in the Search field and select <icon>
Search.
Then select Seymour Patel from the list to access
his medical record.
18 Mr. Patel’s medical record is displayed. You can Select the 03/18/20xp encounter from the Select Past
also view the patient's past encounter by Encounters options list.
selecting it from the Select Past Encounters
dropdown.
Select the 03/18/20xp encounter from the Select
Past Encounters dropdown.
Step Instruction Answer Key
1 In this activity, you will be oriented to the Select the Day tab.
screens, menus, and features of the PM/EMR
system.
You are viewing the landing page. The landing
page displays the appointment schedule for a
provider of the medical facility. By default, Dr.
Gina Anderson's schedule is displayed for the
current week. The appointment schedule can also
be displayed as a day or month view.
Select the Day tab to the top right of the
appointment schedule to observe the
appointments for the day.
2 The day's appointment schedule for Dr. Anderson Select 23 on the Calendar.
is displayed. You can use the Calendar to view the
appointments for any day. The current day is
highlighted on the calendar.
Select 23 on the Calendar to view the
appointments for that day.
3 The appointment schedule for Dr. Anderson is Select the Today tab.
updated to show the appointments for June 23
and the selected day is highlighted on the
calendar.
Now, select the Today tab to the top right of the
appointment schedule to view the appointments
for today, June 12.
4 Today's appointment schedule for Dr. Anderson Select the Month tab.
is displayed. The appointments for today are
currently displayed in the day view.
Now, select the Month tab to the top right of the
appointment schedule to observe the month's
appointments.
,5 The month's schedule for Dr. Anderson is Select the Week tab.
displayed.
Now, select the Week tab to the top right of the
appointment schedule to return to the current
week's appointments.
6 The week's schedule for Dr. Anderson is Select Clarke, Cassandra from the Providers option
displayed. list.
The appointment schedule also allows you to
view the appointments for any provider within
the medical facility.
Go to Providers to the left of the appointment
schedule, and select Clarke, Cassandra under it to
view Dr. Clarke’s schedule.
7 The week's schedule for Dr. Clarke is displayed. Select the time 11:30 AM on 06/16 for Lorenzo, Alice.
The appointment blocks indicate the duration of
the appointment. Along with the appointments,
you can also see the provider's blocked times,
such as time blocks for surgery and hospital
rounds. You can view the details of an
appointment by selecting an appointment time
within the appointment schedule.
On the appointment schedule, select the
appointment time 11:30 AM on 06/16 for
Lorenzo, Alice to view the appointment details.
8 The Edit Event screen is displayed under the Select Cancel.
Calendar tab with the details for the selected
appointment. Here you can update the current
patient status, as well as reschedule, cancel, or
delete the appointment.
After reviewing the appointment, exit this screen
by selecting Cancel.
9 The calendar is again displayed. From here, you On the appointment schedule, select Lorenzo, Alice.
can view the medical record of a patient by
selecting the patient's name on the appointment
schedule.
Select Lorenzo, Alice on the appointment
schedule to access her medical record.
,10 Mrs. Lorenzo’s medical record is displayed. Note Select the Demographics section to expand it.
that the patient's name is now displayed at the Select the Who section to expand it.
top of the screen. Many of the screens that are Select the Contact section to expand it.
accessed here will be filled with the selected Select Documents under Lorenzo, Alice.
patient's information. Selecting the patient's
name at the top is a quick way of returning to the
patient's medical record.
From here, you can view and edit patient
information including Demographics, Notes,
Appointments, Allergies, Medications, etc. For
example, start by selecting the Demographics
section and then select the Who and Contact
sections to expand them. The Edit button allows
you to make changes to the saved information.
You can use the sub-menus under the patient's
name to access the patient's reports, documents,
transaction records, etc. Select Documents to
view a listing of this patient's documents.
11 The Documents page is displayed. All the Select the Patient Information section to expand it.
documents related to the patient's medical
record are listed here. They are categorized into Select the Patient Insurance Card section to expand
different sections based on the type of it.
document. Select the Active section to expand it.
Select View alongside the file 10-01-
For instance, to ensure that the patient's 20xp_Lorenzo_InsPri_Card.pdf to view the insurance
insurance card is on file, select the Patient card.
Information section to expand it. Similarly,
expand the Patient Insurance Card, and then
Active sections.
You will see that the Active section contains a
PDF copy of her insurance card that could be
viewed using View.
12 The scanned copy of the front and back of the Select <icon> Close.
insurance card is displayed. Review the card and
then close the popup.
13 Next, go through the options in the top menu. Select Flow Board in top menu.
These options can be selected to access specific
areas of the PM/EMR system. Select Flow Board
to check the patient appointment status for the
day.
, 14 The Flow Board displays the current status of all Select Anderson, Gina from the Provider options list.
patient appointments. You can view the
appointment status for all the providers at once Select Submit.
or for a specific provider.
Select Anderson, Gina from the Provider field
and then select Submit to display the
appointment status for Dr. Anderson's patients.
15 After reviewing the Flow Board, return to the Select the patient name Lorenzo, Alice in the top left
patient's medical record by selecting the patient corner of the screen.
name Lorenzo, Alice in the top left corner of the
screen.
16 Mrs. Lorenzo’s medical record is displayed once Select Patient/Client in the top menu and then select
again. If you wish to view the medical record of Patients under it.
another patient, you can do so by searching for
the patient name in the patient database.
To do so, go to Patient/Client in the top menu,
and select Patients under it.
17 The Patient Finder screen is displayed. To view a Type Patel in the Search input field.
patient's medical record, you can directly select a Select <icon> Search.
patient displayed in the list or search for a Select Patel, Seymour.
specific patient.
To look for the patient Seymour Patel in the
system, start by entering the patient's last name
(Patel) in the Search field and select <icon>
Search.
Then select Seymour Patel from the list to access
his medical record.
18 Mr. Patel’s medical record is displayed. You can Select the 03/18/20xp encounter from the Select Past
also view the patient's past encounter by Encounters options list.
selecting it from the Select Past Encounters
dropdown.
Select the 03/18/20xp encounter from the Select
Past Encounters dropdown.
