Send to EHR

Location: Workspace

The Send To feature lets you forward an item to another user, patient, contact, or to a patient’s chart in the EHR system. This article is about sending to the EHR.

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

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.Enter a Subject.

5.Select a Category (if applicable to your EHR). If there are more than 10 in the list you can search for the category.

6.Select a provider for Notify doctor (optional). If there are more than 10 in the list you can search for the person. To remove your selection, click None.

7.Enter Date of item.

8.If you want to sign off on the document, check Sign off as me.

9.If you want to include the document history, check Include history (as shown in history section above).

10.Enter Notes (optional).

11.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.

12.Click SEND.