Amazing Charts - Import Demographics/Insurance from Portal to EHR

Location: Workspace

To import into the patient’s chart in the EHR:

1.In the Workspace, click on the > to expand the item containing demographic or insurance updates sent from the patient portal.

2.To view information about the patient, click VIEW PATIENT.

3.To import the demographic/insurance changes into the patient’s chart:

•Click in the checkbox for each information section to import (or uncheck those not to import).

•Click SEND TO EHR.

•This sends the information and moves the item to the Archive folder.

1.To move the item into the Archive folder without importing any of the information, click DONE/ARCHIVE.