Welcome to Shanholtzer, Integrated Electronic Health Records, 4e!

If you are completing the

simulated EHRclinic exercises in Connect, this document contains links to the steps document for each
exercise.

 03.01 review the patient information screen

 03.02 register a new patient
 03.03 schedule an appointment
 03.04 edit demographic information
 03.05 check in a patient who has arrived
 03.06 capture insurance information of a patient
 04.01 enter a patient’s past medical history
 04.02 enter a patient’s list of current medications
 04.03 enter a patient’s known drug allergies
 04.04 enter a patient’s vital signs
 05.01 look up the patient’s plan of care
 05.02 locate Alfredo Garza’s blood pressure
 05.03 add new options to the ROS
 05.04 using ePrescribe
 05.05 locate the status of an order
 05.06 utilizing the Problem List
 06.01 post a co-payment to an account
 06.02 look up the status of an insurance claim
 06.03 maintain the ICD-10-CM and CPT databases
 06.04 enter diagnoses and procedures to locate ICD-10-CM and CPT codes
 06.05 generate a claim and submit it to the insurance company
 06.06 investigate an unpaid insurance claim
 06.07 use documentation to alter E_M coding level
 06.08 post an insurance payment to an account
 07.01 add a new clinical user
 07.02 set up a care provider
 07.03 assign user rights to a medical assistant
 07.04 assign user rights to an office manager
 07.05 create a group
 07.06 mark a record as sensitive
 07.07 mark a record as restricted access
 07.08 post an acknowledgment of notice of privacy practices to a patient’s chart
 07.09 document disclosure of a patient’s information
 07.10 exchange of information for continuity of care
 07.11 perform a back up of data in EHRclinic
 08.01 send an electronic message using EHRclinic messaging
 08.02 send an urgent patient message using EHRclinic messaging
 08.03 build a master fie in EHRclinic
 08.04 customize a facesheet screen
 08.05 customize user preferences in EHRclinic
 08.06 create a task for the receptionist
 08.07 assign a note (flag) to a patient’s chart
 09.01 print a clinical visit summary for a patient
 09.02 create a patient collections summary report
 09.03 build a custom report of referring providers
 09.04 build a custom report of insurance payments
 chapter 11 source documents
o source document a registration form
o source document b insurance card
o source document c patient intake sheet
o source document d office visit notes
o source document e remittance advice
 11.01 register the new patient
 11.02 capture insurance information of the patient
 11.03 schedule the patient’s appointment
 11.04 check in the patient who has arrived
 11.05 post the co-payment to the account
 11.06 enter the patient’s past medical history
 11.07 enter the patient’s list of current medications and known drug allergies
 11.08 add acknowledgment of NPP to the patient’s chart
 11.09 enter the patient’s vital signs
 11.10 assign a note (flag) to the patient’s chart
 11.11 enter diagnoses and procedures to locate ICD-10-CM and CPT codes
 11.12 create a task for the receptionist
 11.13 compose a correspondence letter
 11.14 generate the claim and submit it to the insurance company
 11.15 investigate an unpaid insurance claim (update insurance)
 11.16 post an insurance payment to an account
 11.17 send an electronic message through EHRclinic messaging
 11.18 add a new clinical user to EHRclinic
 11.19 set up a care provider in EHRclinic
 11.20 assign a user rights to the medical assistant
 11.21 build a master file (ROS) in EHRclinic
 11.22 create a collections summary report