Knowledge of how to Pull Patient Charts, Print Charge Sheets, and Print Progress Notes for the Day
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To pull patient’s chart, look up chart in black file cabinet. They are alphabetically organized by last name.
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To print a patient’s charge sheet:
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​Hover over the small yellow folder in the upper right corner of the patient’s appointment time in office ally
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Click “Check-In”
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Once separate window has opened, scroll to the bottom and click “Print Superbill”
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Put a blue sheet of paper in the bottom paper tray of the printer
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Click “Print” in the new window
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To print a patient’s progress note:
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Hover over the small yellow folder in the upper right corner of the patient’s appointment time in office ally​
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Click “Edit Patient”
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Click the “Documents” tab
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Scroll down to the appointment’s corresponding progress note (regular apt. or NFB)
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Click the “View” paper icon
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When the preview window opens, click the printer icon (the picture not the PRINT button)
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Click print again in the following pop up window
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Be sure to print on WHITE paper
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