Intergy - Send to EHR

Location: Workspace

 

The Tasking feature is available upon request. If you don't have it and want it let us know by contacting support@updox.com.

 

 

To use the Tasking feature you need to be on Intergy version 10.00.00.00 or higher.

 

 

One of the options in the Send To feature is sending documents to the EHR system to be imported. The Intergy EHR has two destinations available: 1) the patient's chart or 2) assign a task to a user.

 

To use this feature:

1.In the Workspace, click on the > to expand the item.

2.Click SEND TO.

3.In the Search box enter the patient’s name.

•Select the patient.

•Click Send to EHR.

•Click OK.

4.Destination - Select either Import to Chart or Assign Task.

5.If Import to Chart is selected:

•Select a Category. If there are more than 10 in the list you can search for the category.

•Enter Date of item.

5.If Assign Task is selected, select the user to be assigned the task.

6.If you want to attach one or more documents, check Include attachments.

•At the bottom of the page click the + sign to add attachments.

•Navigate to the document location then double click the document to attach.

•Repeat for each document you want to include.

•If you want to rearrange the documents, click on the document then drag it to another position in the attachment list.

7.Click SEND.