# Frontdesk Overview

**Channel:** Nexus Clinical
**Source:** https://www.youtube.com/watch?v=xPLcXL-0bPk
**Transcript page:** https://www.withtranscript.ai/video/xPLcXL-0bPk

## Chapters

- 0:07 — Dashboard Overview and Core Navigation
- 6:44 — Tasks and Internal Mail Management
- 17:15 — Self Service, Registration, and Scheduling Views
- 27:56 — Chart History, Encounters, and Orders
- 35:02 — Imaging Uploads and Pharmacy Setup
- 42:02 — Document Importing and Sharing
- 47:08 — Closing Remarks and Further Help

## Transcript

**[0:07]:** hello front desk users and welcome to Nexus clinical this overview video will cover most of the things that you will do in your day-to-day functions with Nexus clinical and using it what we will cover today is the dashboard the calendar the patient menu and patient list functions and inside of some of those areas printing chart notes accessing and importing documents chart overview encounter overview imaging ERX and add pharmacy phone communications task management patient portal self services and of course the mail module please keep in mind there are detailed videos for many of these areas also available as well as there is a Help module that you can go to to search for help and we also have online help that's available to you and there is also a phone number that you can call to get support let's start with the dashboard the dashboard has four major areas it has today's schedule open encounters for

**[1:27]:** the day current tasks and mail when Nexus is set up for you as a front desk user you will automatically be configured to all the physicians in your practice so that you have the ability to see the schedules of every physician but keep in mind that you can also use the drop-down to select specific physicians if you only wanted to see the schedule or check-in or open encounters for a particular provider but it will default to all typically based on the set up in your practice when we look at today's schedule and encounters please note that these areas are mutually exclusive so scheduled patients are here once a patient is scheduled in this case James we simply click on the action light icon click check in and then you see John James disappeared from scheduled and now he's over here and checked in moving to the right if we check in John James start his

**[2:33]:** encounter it will open up the encounter area and then going back to the dashboard you'll see John James is no longer here but then does appear here with his encounter started at each of these areas is what i would call mutually exclusive so you're only going to see scheduled alone checked in alone or open that way you're only looking at where someone is relevant in the actual status of the workflow at this moment the tasking module we will cover in a little more depth later but this is how you assign tasks to and within a practice and also how you assure that tasks are done and then the male module is for internal mail within the practice and also mail that you can send to patient through the patient portal to communicate with patients ok let's revisit again when we look at schedule checked in and open encounters just to take this a little bit

**[3:36]:** slower you can access a patient record by clicking on the bust or icon next to the patient or by clicking on the action drop-down in this case you have two choices check-in or cancel clicking unchecked in will show those patients checked in for the day and again you can click on the bust or you can click on the action drop-down in this case you have options start and counter room a sign or check out looking at open encounters typically this is just to see what encounters are open for the day and where providers are status in those encounters you will typically not be dealing too much with the opening counter screen other than to initially access if we look at checked in one thing that we should note as we're here is the room allocation you can assign rooms at check-in to a patient in many cases once an MA comes and gets a patient

**[4:35]:** from the front area they will assign the room at that point so the front desk may or may not perform these actions but as you can see I just assigned a room number two Anthony rose and then I hit refresh and then you can see the room number here it's very useful just to understand where patients are let's also look at a sign a sign is where you can reassign a patient to a different physician so in this case the physician was originally assigned to calm lash and can then be reassigned to Tim if you would like this happens typically in practices where encounter workflow involves a first-come first-served basis among some of the providers versus a very strict schedule among providers now let's move on to my settings briefly the my settings section is where you can see what location you are defaulted to would you like pop-up notifications which default providers you're assigned

**[5:41]:** to and then also the time zone for detailed information you know this is where you can change things like cell phone number and really more personal information or pictures authorizations involve what type of access is available for different types of providers in this case if a provider wanted to provide access emergency or permanent access for people to view or sign off on their charts this can be accomplished through this section this is actually an admin function in many front desk people do have this admin function you can also change your password from here which you know is helpful because you'd like to have a password that's easy to remember that's all we're going to go through on settings on this page as you can see there's a large number of items and settings and there is a separate site settings video that will cover all of that most of those settings items won't be typically

**[6:44]:** necessary for front desk a lot of them are our medical or chart settings so let's keep going now that we've covered the schedule and encounters let's take a quick look at tasks here is where you would see tasks that have already been assigned and that are ready for you to complete but since there are none here I think it's a great time to go in and go to the task bar which is the fifth icon from the left on the top main menu going into the task bar you can see my tasks and practice tasks so this would be all tasks for the practice you can create a task or you can make a quick task and then you can display you have some display options for current or completed right to see if you want to make sure that things were done let's go in to create a task so first you have to

**[7:40]:** select a task type this is configurable and will be done and as part of the setup for your practice but these are some standard ones typically like you might say a referral refill RX so there is a refill our access item and it will be assigned to a certain person the priority is regular or staff it would obviously we would need a patient to refill an RX for and then who would you like to notify when that is complete and kindly reorder the medication for the patient and in this case you would probably say what type of

**[8:19]:** what type of medication it was

**[8:32]:** what type of prescription it was and when would you like it completed and then you'd like you'd like to be notified probably when it's completed and maybe you'd want to be notified when it was overdue also so you can select an effective date and the due date so in this case we'll save that task tasks are pretty easy it's a great way to sign things that are out of the norm now we should probably stay away from assigning task for things that you do every time a patient comes in these are just you know more the one-off items there's also a way to create a quick task you do not want to go through that larger menu that we just saw just a little bit faster not all that much different okay moving on from tasks let's look a little bit at mail so going back to the main dashboard what i'm doing here is

**[9:23]:** i'm just going to go through everything that's in the main dashboard so here's where males are and again this is dashboard so you're not really creating males or tasks on the dashboard this is a way for you to kind of manage your day and see your day but let's go into the male menu and look at this a bit okay so I'm now in the mail menu this is you know fairly simple I probably won't go into too too much detail here because I think we've all used mail a a really long time and it probably is not logical to spend a bunch of time it's very similar mail functionality that you would have in any mail this this will be all the users that are in the practice and all the patients so you can you can select any patient or any user to send email to so here in this case let me

**[10:16]:** type restart then you know you type a subject as you would and if it's related to a particular patient you would select that patient any attachments you would want to add and if it's a specific message type you could put that here and that does appear on the dashboard there is a message type icon or area so that you can see you know relevant message types and then you could select or mark high importance and then if you look down here this is you know very standard functionality you would have in mail if you wanted to bold or italicized or you know move things around or convert case and dent again I won't go into a ton of detail on this because again these are standard functions and I think everybody is quite familiar with how to you with how to use those we should keep in mind that these males are internal they will

**[11:09]:** go to patients at the portal they will go to physicians inside of the practice you cannot send mails to outside locations from this module so therefore it is it is an internal and secure system because it is only operating within Nexus clinical and not operating over a general male let me send a mail to myself very quickly just so that so that i can see show you on the on the dashboard what it looks like to get a male

**[11:47]:** so testy Melanie RX follow-up it's it's for a particular patient now I'm not going to attach an attachment here but if you wanted to you know it's it's common attachment mechanism and then let's say that this is a a to do email and again I already created a task for this so you probably wouldn't do both but you know just just to show you what it looks like in the dashboard so I just do this I can then save the email or I could send it so now I've sent this email you know in this case to myself you get a nice little view here on the email and then let me go back to the dashboard if you go down to the bottom of the dashboard and then you can see there is a mail from myself to myself and a subject and the type so the type can be useful at times you

**[12:46]:** could also attach notes and then if you wanted to view or reply or open the mail you would click here again it's fairly simple it just takes you back to that screen and then if you wanted to reply you would just you know reply as you do a normal email okay coming back to the dashboard now that we've looked at mail let's revisit tasks again I'm logged out briefly and assigned a task to Taylor front desk from a physician to create a referral that way we can kind of follow the all the way through so now you have a task coming in that is from someone else to you you can view the task you can edit it you can execute it you can mark it completed or you can just open it so let's go to execute because this is most likely is what's going to happen actually I'll go to view first so

**[13:40]:** you can it's just a good way to look at it this might be what you do just say hey how important is this do I want to do it now or not edit allows you to go in and make some changes or comments to about the task maybe change the priority or if it were recurring task or if you wanted to change notification you could do that so then i would say

**[14:09]:** again in this case you might not want to edit this in and write this will be complete today you'd probably just do the task but for some things that might sit out there for a few days and you want to make sure that the provider or whoever assigned you the task knows that you've seen it you could mark that what's mostly likely going to happen is you will actually execute the task so in this case the task was to create a referral letter and when I create click execute it will take me directly to the patient for which the task is due so that way it takes you right in there and then you can see if I scroll down on the right I could then create a referral letter typically not something the front desk will be doing it's probably more of an MA type function or a scheduler function but to give you

**[15:03]:** a feel of how it works once that referral is then created you could go back to your dashboard and then mark this task complete once it's marked as completed you'll notice that it's then gone from your menu but just you know it to kind of follow the loop through we have the display and we looked at this before so we were one of your completed tasks well here's that referral and completed task so again a lot of times it becomes important to have this follow-up mechanism to know what things were assigned what things are done and what things are not done and you can look at my tasks or here I go into practice tasks and you can see there's a very very large amount of tasks and in here so you have a mechanism to create a task you have a mechanism to mark the task as as far as urgency level to assign

**[16:02]:** it to select a patient to notify yourself and others when it's complete and there's a mechanism when you go inside of a task like we just showed you here that you can then go directly to the area inside of that task and complete the task and then once the tasks are complete people will get notifications and then as we showed you can always change your display to view completed or to view all which is helpful and please note everywhere in the system you know in this case we're looking at practice tasks you want to see active or completed you can of course sort by all the icons in most lists inside of Nexus so in this case let's see completed versus not completed and then if you do something like comment you know it's just going to sort it an alphabetical order or reverse alphabetical order same with date so it gives you a good

**[17:02]:** way to look at things in a very concise manner how the practice decides to use tasks will really be a little bit different for every practice but there's quite a bit of good functionality there for you okay now

**[17:15]:** going back to the dashboard just to summarize you know we've covered the schedule which covered current task we've covered encounters and we've covered new mail now let's move on to self services this is a nice piece of functionality that basically allows patients to enter demographics and histories themselves from the waiting room once they have already checked in now keep in mind we also have a patient portal where patients could do this from home but this just gives you two ways to get there so this is definitely a function that really only the front desk would do as you know you'll be the ones who are checking in patients so um you would launch the self services module and what would typically happen here is there would be a separate computer you know that the people in the front waiting area would be using and when patients come in you would launch self services for them

**[18:19]:** and they have the choice of a first name last name date of birth or a SSN or a medical record number in this case I've just copied a medical record number from the system to make it easy this separate computer would be sitting out there for the patient to use they would then login as we're doing here searching for the patient and as you can see this particular patient John James comes up and then they have the ability to fill in all this information first name last name gender and date of birth is required and as you can see it would have to be there in order for the login the first time but they can fill in address details contact details and it's kind of setup very easy they can fill in any things they want the required fields are in red they can then move on to responsible party details then on to

**[19:16]:** insurance details and then on to emergency contact and then if they wanted to add any other physicians they can do that and then demographics which you know obviously is required for Meaningful Use a Social Security or a driver's license and then also any employment details and then they could then move on to updating the medical history which is very useful for first time patients so then upon clicking on medical history and you know keep in mind this will all be configured for your practice and this won't be something you're doing but the patient could easily come in and you know enter these things just going through this quickly it won't be something you're doing yourselves but so that you can see how it works this was already entered right so the data is there but the patient could then change it and then we would move on the hospitalizations and surgeries and then click save

**[20:19]:** and exit okay and then as you can see once i click save and exit it goes back to the self-service portal so basically the workflow for you as a front desk user would be two in the morning go and log into the computer once launched self services and then you can pretty much walk away except for the fact that if some reason you know there was a log out of the system you'd have to log back in but you know basically you're going to log in in the morning and it's just gonna it's just going to run you know to the degree that you know patients will enter the state of themselves it's some pretty nice functionality okay so now let's move on to patient registration so we talked a little bit about launching self services for a new patient we talked about how to view and navigate the dashboard how to check in patients

**[21:14]:** and how some of that functionality works how to assign tasks and how to complete tasks and how to send mail and receive mail let's talk about a new patient and how we would deal with that so in order to get two new patients you go to the patient icon to the patient list and then the third tab down on the left is new patient which I clicked and then it takes you to a new patient it's fairly simple a medical record number would be assigned and you could enter all of the patient details here now let's keep in mind for many of our customers this activity is done inside of your practice management system and that data will then flow to next so this is probably not functionality that you will be using inside of Nexus but to keep in mind it is available here and in some cases where the data flows back and forth both ways you could enter the data here just as an identifier in addition to the dashboard another way that

**[22:32]:** you can look at your schedule is through the calendar so let's talk about the calendar a little bit many people do like to look at the schedule through scheduled and check in but many front does people also like to look at it in a calendar setup and function so this is a normal calendar view the colors are represented by different types of encounters so this is totally configurable so these are different encounter types you can see if you look at an encounter you can see it's scheduled or it's started or it could be checked in or it could be checked out or signed off so you will see the status the color will be the type of encounter and you can also click on a patient or an encounter from this menu you can then click on the patient from this menu and then you can change the status here scheduled check-in cancelled no-show we

**[23:33]:** do find many people like to at the front desk light prefer this force versus the dashboard view and then you should note that you can always go into settings and then in this case there's two providers but if there's 15 or 20 or 30 providers in the practice you can have a view and decide how many you would like to see side-by-side you know typically a patient comes in they say you know I'm scheduled for dr. so-and-so and then you can change this you know you might want to have several providers 3 4 5 6 side by side so that you can view all of their calendars when a patient comes in but it does give you the ability right here in the settings to kind of move that around and then you would be able to check in it's from here if this is a view that you would like to use and see

**[24:22]:** it to perform schedules and checks in check-ins the only advantage to the dashboard might be that you can also see your tasks and your mails all in one place which you know it's not as easy to do when you're here on the calendar but the calendar is more visual so you know just to give you a feel of you know the different things that you can do there ok now let's talk a little bit about the patients menu and viewing schedule from there again just another way so dashboard you can view patients and schedule for the day calendar you can view patients and schedule for the day and patient lists you have a similar functionality again we're just trying to be flexible at Nexus and allow you to look at things in a way that you know is convenient and comfortable for you so if we look at schedule today tomorrow this week next week

**[25:14]:** next month so we'll go into scheduled for today which is where we are again you're going to see the same drop down all the providers will be here that you're aligned to so you can choose any individual or all so in this case we're going to see everyone who's scheduled for today when we select online again you can sort these things you know by time you can sort by name you can also do a search you know typically scheduled for the day might not require a search because they're you know might only be 50 to 100 or how many over there are right especially if you're looking down the provider level you can also see status insurance and account payment on this screen as well as any patient contact information you could then also go and view checked in patients for the day so then one moving from scheduled to checked in you can see

**[26:10]:** these are all then checked in you know you're getting a lot of the same information in all these areas you know one could argue the patient list might even be a little nicer because you got you have your your phone number and little more insurance and account tails you can then also see only checked in now to talk about this a little bit when we looked at the dashboard there were separate areas scheduled right checked in open encounter on the calendar obviously everything's on the calendar and it shows all the statuses analogous here if you're looking at the scheduled section scheduled today shows everybody with all status right so if they're checked in their scheduled or encounter started or signed off that's your complete day so it's very similar to what you would see in calendar so it's everything but let's say you only wanted to see those patients who were checked in in checked

**[27:04]:** in status you could just click here and see only them if you wanted to see only the patients that were an encounter started status you could see only them now there are a bunch here because this is a you know a demo environment so there's a large number of open encounters you can see these are back a few days in a normal environment you'd only have these three which we open just now and then you can also see signed off for the day you also have today's history where you can see no shows cancelled or checked outs you could schedule new new appointments also but again typically that's going to be done in the practice management system so i won't go over that too much here you know so just kind of in summary you have very similar functionality among dashboard one schedule calendar and among patient lists and it's really a matter of preference

**[27:56]:** of you know kind of where you want to live and work we see you know a pretty good mix of where people like to live and what I would say front desk people do tend to prefer a calendar because you know it's just kind of a normal used to looking at a calendar but you can it you can have it whichever way you want it as I guess like to characterize it now we're going to talk a little bit about navigation of the medical summer screen chart history and the encounter tab this may not be something you're doing every day at the front desk but in the case of a patient calling and you needing to do new patient Communications you would enter those here in

**[28:53]:** this case someone did a refill and you would you would want to be able to enter any communications if you did have a call informal patient if you wanted to task from a patient call in you could select a tab type this one was a refill vxr and it was completed would be regular or stat the patient has already entered the effective date would be today and the due date would also be today and it was already completed and then you would click save after you assigned it click Save okay and then this case it's yellow and then once it's completed would be marked green by whoever did it that's just a quick overview here again when a patient calls you could see all their active or resolve diagnosis the meds they're on in the case of a prescription refill here orders and results you could also see all their chart history and if you needed to for any reason you could also see the detail of any chart

**[30:09]:** notes now right here and it's worth noting also that if there were any documents attached patient education referral or other documents there would be a hyperlink here to link to those and please note in this case there are four encounters this patient had we looked at the first one here's the second encounter dated 86 going backwards the first encounter was actually closed yesterday so that's an overview you can also go to char history and quickly see a list of all the different types of charts that have been closed for the patient and in the case that the patient has open Encounters encounters not closed yet you could click on the encounter tab and from here you could see any open encounters note that there's an encounter type here if you click on that that'll show all the open encounters in this case there's one open encounter from a very long time ago that would be

**[31:16]:** a little abnormal but you know just to notate if there were more than one you would see it here and you know you can see all the areas of history's allergies risks and most everything you would need to know would be on the med summary screen but you could also see active assessments here and scrolling down you can see current and history of meds as well as today's open orders closed orders or cancelled orders I would recommend probably in most cases just looking at the med summary screen from o front desk perspective but just so you know you can go to the encounter screen to do that and just to recap how did we get to this place basically what we did was you're just going to go to patient list and then that will take you here and then you can click on any patient once you've done a search for that patient in

**[32:13]:** this case I'm just searching for the patient that's already open clicking on that patient it takes me to this patient so you know fairly easy if the patient is in a room that would be notated here I just sorry I just changed the room but if they were in a room you it would be notated at the top of the chart note um moving on let's look at the super bill real quick also for an open encounter you could see any items that were on the super bill and we're ordered or pending to be ordered now we do know that some with some larger practices the front desk is doing some checking of orders that sometimes or potentially adding an order at Chuck it doesn't always happen but in the case that it does you would do that from here and simply check the box now what I will say is I won't go into

**[33:10]:** all the details of how to complete orders and order sets there is a separate video on that and because it's not a typical front desk functionality I don't want to get bogged down in it for those of you who won't be doing it I will also say very quickly though inside of a patient if you click on the orders menu you can search and an orders for a patient when the encounter is closed so keep in mind that super build tab I was just on you can only get there and do orders when the encounters open if you want to make an order for a patient and there is no open encounter you're going to go inside of the patient on the Left menu down to the orders tab click then you would add whichever order you wanted in this case here and then you can then order that lab from here you would excuse

**[34:06]:** me you would still have to select diagnosis for that order and associated so these would be diagnosis from a past visit and then you would have to save it once you've selected it and then you could submit orders this would probably be used in a case where you know a patient has already visited you let's use an MRI example something is flared up and the physician would like another MRI before the patient comes in because something has changed in their diagnosis well in that case you do an order when there were no open encounters and you know you just click on submit transmit inside or outside in this case and then you're good to go again not all front those people do these things but you know just a quick overview so that you can look at that

**[35:02]:** let's now jump on to imaging uploading imaging is something that you will do quite often in the Nexus system so let's about the use case here the use case here is going to be when a customer or patient sorry supplies you with a cd4 dicom imaging this is optional functionality that all of you may or may not have but in the case that you do let's talk through it real quick hopefully your practice has integrated with your top imaging centers and so you're not burdened with uploading a large amount of CDs just a quick note for those of you at the front desk we do this for free this integration and it takes about 15 minutes so all we have to do is get in contact with the imaging center and if your practice could convince them to integrate which they typically do because it saves them a lot of time and money then you

**[36:00]:** won't have to upload CDs for your top evangel centers but you'll still get CDs for you know out-of-state patients or you know other things like this so you go to documents you go to imaging you click upload study click on upload select a file go and choose your file let me go into my downloads section there we go and then I'm now uploading it's that easy bone upload selected studies I understand that this will be sure if Nexus clinical demo

**[36:45]:** there there we go studies were successfully uploaded okay that's step one there are we going then as you can see you have Jane Doe and here is the report now what is the next step let's think about this we're going to get a name and a date of birth and you're going to have a patient who may or may not have the same name and date of birth and in this case it's james based doh many times a nexus it will be last name comma first name and then additionally the date of birth structure might be different so I guess what I'm trying to get at is this is always going to be a soft match so you see here now what are you doing you're going to have to what we call map the study and see you see this map button is green red and it's green here so then you would go

**[37:39]:** in and look for Jane Doe in our system or the appropriate name you know it could be Tim Timothy Andy Andrew right I probably don't have a Jane here but so let's just say the name was test because i know i have one of those so then i would save it to test new and then when i click on the Save button you can see now the image is mapped so what does that do well when the images on mapped it appears up here in this document menu but when we map the image which is going to be critical something totally different happens and what happens now is is if I go down into documents for this patient test new and I look at imaging I then have the study mapped so what does this mean you receive the disc you load it you map the study and then when the physician or the MA

**[38:45]:** or anybody in your practice needs to look at imaging for that patient in this case test new it's right here just like magic right they can go in and they cannot view the study looks like this study was bad ok so don't show that they can click here and then view the study which is very helpful so again two steps step one get the disc loaded search for the patient loaded step 2 map study when you see the green dot you're good to go it will be available inside of the patient for the practice okay last thing let's talk a little bit about er X so let's say I'm impatient test new and they would like a particular pharmacy saved for them important functionality so we'll talk about it okay so now we're inside of this patient and for this patient they would like a particular pharmacy added to their pharmacist so what you would

**[39:52]:** do is you would click in go to the patient details inside of this patient you can see that they have a pharmacy list right and it says adchoices from the admin page and that's to add all pharmacies and it also says click here to add update patient pharmacy list so this becomes important when a patient would like to add another pharmacy in then in this case there are only two pharmacies listed for the practice and so I'll go back real quick and do this also just to show you real quick how this works let's go to the location pharmacy list for the practice and then we would like to add some pharmacies so let's just say pick a zip code this is typically the best way to do it code you'd click search and now you get a bunch of pharmacies for your zip code let's say we wanted to add them all ok so

**[40:52]:** we marked them all right and then we did say add chucked pharmacies now that they have all been added and now if we went back to patient details just to kind of loop around for you these are the two pharmacies and now if you see now we have a large list of pharmacies so what I just did was two things very quickly is one I showed you how to add a pharmacy to a patient from the pre-selected list of pharmacies for your practice and to I showed you how to go in to admin and actually add a pharmacy for the entire practice because if the patient's requesting a pharmacy that's not on the practice list it's a two-step process it shouldn't be what you should typically do is go in and if you serve three zip codes for that particular office in your practice just type those three zip codes animal to the practice list

**[41:50]:** that way it's nice and easy and then only time you're going to be having a two step process is for the rare cases where you have a patient coming from a long distance ok that's it on the pharmacies

**[42:02]:** thank you so much okay now

**[42:10]:** okay now we're going to spend a little time going into documents which I almost forgot so apologies for that what will cover in documents is importing documents viewing and editing documents and sharing an done sharing documents with the patient portal so from the main menu screen you have a document section and you should note that also within a patient if you enter a patient and this is the same way as with everything in the system inside of the patient you have most of these items but you also have a document item within a patient that'll access only that patients documents but we'll go back to the main document menu first of all to import a document fairly easy you would select a patient named you'd select a category and these will be configured for your particular needs during implementation let's pick immunization if you want to do associated to an encounter you could that's not

**[43:15]:** required you're then going to select the dot in this case I will just grab a notes file I will open that file I'm uploading it and I'm going to call it test immunization

**[43:32]:** okay you would ever create a date you could mark it as requiring sign off if it were a document that did then you know simply click import that document has now been imported test immunization a couple things to note here you can go into a document you can view it you can edit it you can fax it if you have affecting with us you can share it on the portal or delete it you know view is fairly simple just click view and you'll view the document if you wanted to edit the document you could edit the category the type you could actually replace the file you could change the you know the title the same thing you did when you saved it one important thing to note here is about sharing so if you want to share it on the portal then that means the patient will have access to that document or you could

**[44:26]:** remove sharing and as you can see it's changing right here what you should notice sign chart notes are shared and patient education documents are shared when you choose to share them most other documents will be set up in settings what do you want to share so this will be by exception the practice will choose we want to share documents some document types ABCD and we don't want to share a through z so this will be an exception handling process don't worry you won't have to go in every time and choose a share if we could also talk about creating so let's talk about creating a document so this would be for myself let's say I wanted to create a PT order again these may not be things that the front desk is using the deaf patient name but this will be auto fill very shortly as well date and so it may not look like

**[45:20]:** this when you are actually using the product as in our 64 release all these types of known items will be autofill dates this is a document template that can be created in settings most of those will be set up for you during implementation so you would choose from the many different types of documents that you had you could make any marks inside of the document that you needed to if there is an electronic signature for this particular document you'd click it and it would be there this does not have that if you wanted a header and footer for the particular practice logos you would choose it there and then if you wanted to associate that document with a patient category at the type etc you would do so as such and then the category in this case would obviously be medical and the type would be a PT if it exists in here but it

**[46:16]:** doesn't let's call it a procedure and

**[46:22]:** if there was an encounter date that it was associated with it's actually really an order and then the created date if again if it requires sign off or flag is important and then simply click Save okay so we have saved that document now when we go back in you will see that the PT order is here and again you can you know view these things as we had showed before and then you could edit names other types of things just the same way it was before I should note when I was showing you that then there is always obviously a print button here that so that's really it for documents I think we've covered everything

**[47:08]:** I wanted to cover today I appreciate all your time mrs. you know meant to be an overview there's a lot of detail about each of these areas if you search through the videos and you need a little bit more help but this is meant to be a relatively you know quick video that can get you some depth on exactly how you need to do things thank you so much