The Digital Chart Room System Overview

Log In and Log OutLog In

Enter your User Name and password

Login and work under your User Name

Change Passwords per Administrator recommendation and policies.

Log Out

If you are stepping away from your workstation, secure protected Patient Health Information by Logging Out.

Log Out do select the close button in the upper right hand corner.

Home Screen

Tasks-Messages for the logged in User

H-high priority

M- Medium

L-Low

P-Personal

S-signature

N-Notification

Set Practice Standards for Message Priorities

Patient Finder –Search for Patients

User Name-Log Out and Short Cuts

Help

System TabsSchedule Tab displays a view of the schedule

Task Center Tab brings you to your messages both incoming and outgoing.

Filing Center Tab brings you to your incoming faxes, scans, and anything that enters the simplifyMD drop box

Patient Finder Tab is where you will search the system for patients

Tools Tab displays practice reporting, template management, and faxing status.

Add Patient Tab is used to create new patient charts.

Schedule BarThe schedule bar action buttons allows you to create a New appointment, Print the schedule, preview schedule, and create a new message.

Schedule filters allow the user to see the schedule based on location, provider, appointment type, and date range

The grey bar allows the user to sort

If you’re Practice Management System has been interfaced with The Digital Chart Room, add and edit all Patients and appointments in the Practice Management System. Otherwise, any changes made to Patient Demographics will be overwritten .

Searching For and Adding PatientsPatient Finder-Enter and search by: first or last namebirth datephone numberpatient i.d. number

Add Patient tab is used to create new patient charts Information that must be added to create a chart is in yellow fields with red exclamation points

If you’re Practice Management System has been interfaced with The Digital Chart Room, add and edit all Patients and appointments in the Practice Management System. Otherwise, any changes made to Patient Demographics will be overwritten .

Check In and Print Forms Add a patient to the Schedule

Search patient

Select the Physician

Choose the Location, appointment type, date and time.

Add Appointment Reason and Save

Check-In/Check-Out and Save

Print Forms

Choose Care Units

With an Interface-All Appointments and patient information is edited in the Practice Management System.

The Face Sheet is the front of the chart and a “snapshot” of patient information

To edit patient’s information or important note select the edit button and updated the patient's information

To use your webcam simply select the edit button under the blank patient’s picture box

Update a face sheet widget select the edit button, enter the information, select save, and done to update

Face Sheet

Patient Chart Continued

Messages Patient Messages

Timeline gives you a quick view of all documents over time.

Simple Chart is a smaller version of the patients chart.

Assembly Tab is a line item view of the patient chart documents. Use the assembly tab for selecting documents in the chart to be faxed or printed.

Archive tab allows you to break up documents and send them to various tabs at one time, while assigning a display name/filename and adjusting the date of a document.

Recycle Bin contains duplicates or misfiled documents in the Patient Chart. Documents are never deleted in the Digital Chart Room.

Document Tabs and Drawers

Patient Document Tabs

Second Row of Tabs

Tabs containing documents are identified by a document icon and the tab name is shown in bold. If there are not any documents in tabs, they are grayed out.

If there are too many tabs to fit on the screen, a drop box appears to select the remaining tabs.

Drawer Dropdown-EOB Drawer Credentialing Drawer

Filing Center

The Filing Center is the Entrance to your Digital Chart Room.

Think of the Filing Center as the front door of your Digital Chart Room. This is where all documents are directed to the patients charts by scanning them in or by way of Fax.

Filing Center Functions

Default and Custom Scan

Filing Center Filters

View the Contents of the Filing Center

Filing Center Sorts

View the Contents Sorting

Filing Center Simple Print

System Backup Activities Log

Messaging

Interoffice Message- Created on the Home Screen, Task Center, and Patient Finder screens

Patient Message- written in the patient’s chart. A document may be attached to the message.

Requires Resolution- When selected keeps a message in your Message Center and allows you to resolve and remove from your Task Center.

Note to Chart- a message written in the patient’s chart.

Messaging

Sending a Message with a Document Attached

Messages requiring a physicians signature are created by selecting Request Signature

Physician documents that require a signature are indicated by “S” in the Task Bar.

• 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 Digitally

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