View Categories

Clinical

50 Sub Categories | 22 articles

Chief Complaint (CC)

Last Updated: February 12, 2021

Diagnosis (Dx)

Last Updated: January 17, 2022

Face Sheet

Last Updated: December 28, 2021

Complaints

Last Updated: February 12, 2021

Add Meds

Last Updated: August 31, 2021

Discontinue Meds

Last Updated: August 31, 2021

Medical Reconciliation

Last Updated: August 31, 2021

Refill Meds

Last Updated: August 31, 2021

Brother, Sister

Last Updated: February 12, 2021

General

Last Updated: February 12, 2021

Grand Son/Daughter

Last Updated: February 12, 2021

Maternal and Paternal Grand Mother/Father

Last Updated: February 12, 2021

Maternal and Paternal Uncle/Aunt

Last Updated: February 12, 2021

Mother, Father

Last Updated: February 12, 2021

Nephew, Niece, Other

Last Updated: February 12, 2021

Son, Daugher

Last Updated: February 12, 2021

Alcohol, Drug, Vaping Use

Last Updated: February 12, 2021

Education

Last Updated: February 12, 2021

Family Dynamics

Last Updated: February 12, 2021

Marital History

Last Updated: February 12, 2021

Caregiver, Disability, Functional Status

Last Updated: February 12, 2021

Dietary History, Financial Status, Military History

Last Updated: February 12, 2021

Living Situation, Travel History, Exercise

Last Updated: February 12, 2021

Psychosocial Stressors, Family Issues, Social Support

Last Updated: February 12, 2021

Non-Smoking Tobacco Use

Last Updated: February 12, 2021

Occupation

Last Updated: February 12, 2021

Occupational History

Last Updated: February 12, 2021

Sexual History

Last Updated: February 12, 2021

Alcohol Use

Last Updated: February 12, 2021

Depression

Last Updated: February 12, 2021

Exposure to Violence/Partner Abuse

Last Updated: February 12, 2021

Financial Resource Strain

Last Updated: February 12, 2021

Level of Education

Last Updated: February 12, 2021

Physical Activity/Exercise

Last Updated: February 12, 2021

Social Connections and Isolation

Last Updated: February 12, 2021

Stress

Last Updated: February 12, 2021

Implantable Device

Last Updated: February 12, 2021

Past Notes

Last Updated: February 12, 2021

Pending/Final

Last Updated: December 28, 2021

View

Last Updated: December 28, 2021

Risk Assessment

Last Updated: February 12, 2021

Surgical Hx

Last Updated: February 12, 2021

BP, Diastolic, Temp, LMP

Last Updated: February 12, 2021

Pediatric Growth Chart

Last Updated: February 12, 2021

RR, Height, Weight, BMI

Last Updated: February 12, 2021

Waist, Pain Scale, 02 Sat, Heart Rate

Last Updated: February 12, 2021

Update Allergies

Last Updated: February 12, 2021

History and Present Illness (HPI)

Last Updated: February 12, 2021

Note

Last Updated: May 28, 2021

Orders

Last Updated: February 11, 2022

Immunization

Last Updated: April 10, 2025

                                Immunization 1. Login into Docpad Module. 2. Select Patient Link. 3. Select the “All Patient” in top left hand side menu bar. 4. Search patient with first name or second name. 5. Select the patient from above list. 6....

Syndromic Surveillance

Last Updated: April 3, 2025

                    Syndromic Surveillance Login into Admin Module. Select Syndromic Surveillance link. 3. Here you can search Patient with patient name.  

Patient Charts

Last Updated: April 3, 2025

                             Patient Charts Login into Docpad Module. Select Patient Link. Select the “All Patient” in top left hand side menu bar. Here you can search Patient with First Name or Last name and you can also select below side buttons. Finally click...

Audit Reports

Last Updated: April 3, 2025

                          Audit Reports Login into Admin Module. Select the Reports Link. Here you can see Required Parameters. Start Date (Mandatory field) End Date (Mandatory field) User First Name User Last Name Module (Here you can select which Module you have required for Audit...

Protected: Technical Documentation for Data transfer from clinic to PMS Dashboard

Last Updated: April 7, 2023

There is no excerpt because this is a protected post.

Deployment Build Number: – 2923-2942

Last Updated: August 5, 2022

Admin Module

Last Updated: August 5, 2022

 This Document for Admin Module settings (Input – Output). Clinic Information Address Steps:- 1.Fill the Details in the form for save clinic Information. 2. Select the Done Button for save the Information. Location Steps:- Select the Location tab. Here If you want to add other location then you can with this tab. Select Done Button...

Deployment Build Number: – 2884 – 2897

Last Updated: April 21, 2022

Deployment Build Number: – 2884 – 2897   Key highlights Add Search functionality for E&M code in Note tab, Annotation saving issue in PE tab, “PE” tab include for “Home” and “Face to Face” for CCM sub visit type.   Build Description. Build Description Commit Build No CSS changes for chronic block 2888 Added all...

Clinical & User Details data communication through API From the Pertexa Application To Connect-EHR Portal/Product

Last Updated: April 8, 2022

Communication through API From the Pertexa Application To CQM/Connect EHR. Admin Module > Clinic Information   Instructions 1) Login into Admin Module and select the “Clinic Information link”. 2) Clinic Information Details comes automatic (through Database). So here whether you can check or edit information accordingly. 3) Here you can see “Is Access to CQM/Connect...

How to Add New User in Admin Module?

Last Updated: March 4, 2022

Add New User in Admin Module. Login into Admin Module > User Information > Add User Instructions Login into Admin Module and select User Information Link. 2. Select “Add User Link”. 3. Here fill all the details. As well as you can also able to fill Sure Script Details. 4. Select “Option tab > Docpad”....

ConnectEHR Enterprise 2015 Edition – Portal User Documentation

Last Updated: March 4, 2022

Click Here for ConnectEHR Enterprise 2015 Edition – Portal User Documentation.

SR Faxing Configuration Document

Last Updated: February 22, 2022

Click Here for SRFaxing Configuration Document.

Deployment Build Number: – 2826 – 2845

Last Updated: January 24, 2022

Please click on this link to view – Build Number 2826-2845

Labs for Internal use.

Last Updated: December 28, 2021

I suspect that this is not a completely new result but a reprocess of a result and the prior processing of the result was not cleared out completely. SQL> set serveroutput on SQL> exec labresult.process Start of processing: ++++ Process exteral lab order: F2DC0BC13BAB48DCB35B31977BCDC223 with lab_order_number: WD055935A, accession number: 021584300 and pms_id = WD055935A Results...

Management/Supervisor Menu Tasks

Last Updated: July 9, 2021

                                                                  Management/Supervisor Menu Tasks   Clinic goal is for Management and Supervisors to view Menu Mid-Day and at end of day and to...

Super-Notes

Last Updated: June 10, 2021

Video Super-Notes Introduction:- Super-Notes Introduction:-           This functionality has been developed as there has been a need to save notes (which could be repetitive)and reproduce (paste) them at a later date so as to save time and effort. We have named this functionality as “Super Notes”. A Pertexa IQ user can...

APPLICATION’S BUILD INFORMATION NUMBER 2675 – 2695

Last Updated: June 3, 2021

Deployment Build Number: – 2675 – 2695 Key Highlights New Functionality – Print group scheduled orders        > Add New functionality “Print group scheduled orders” in Orders/Proc section.   All labs – Enable / Disabled from Admin Module.        > All labs name are display in admin UI, clinic administrative will select lab name means...

Application’s Build Information Number 2665 – 2670

Last Updated: May 14, 2021

Deployment Build Number: – 2665 – 2670   Key highlights · CQM Codes   Add CQM code into MyCQM from enter into Textbox and Add into MYCQM   · CCM Note Yes/No support for CCM Patient Add dynamic support for Provider Name in Note   Build Description Build Description   Commit Build NO    ...

Work Flow – FROM MA / NURSE TO PROVIDER IN DOCPAD

Last Updated: June 8, 2021

Index of the Document:-    > First Setting in the Admin Module       – For Provider Users       – For Medical Assistant/Nurse Users > Scenario – 1 Login with MA OR NURSE > Scenario – 2 Login with Provider   First Setting in the Admin Module:-   For Provider Users:- Login into Admin Module. Select...

Personalize the Software Settings

Last Updated: June 1, 2021

Set Physical Exam Defaults Login into Docpad > Personalize the Software link > Set Physical Exam Defaults  Example Task User would like to set Physical Exam Defaults settings for the patients by Gender or Age.   Instructions Login into Docpad and select “Personalize the Software link“. Select the “Set Physical Exam Defaults link”. Here the User-Provider...

Transition Of Care

Last Updated: March 9, 2021

New CCDA Face Sheet > Transition of Care tab > Patient CCDA   Example Task Would you like to create a CCDA file for a particular patient. Then you can do the TOC tab.     Instructions Would you create a New CDA file then select New CDA button. And check above in the list. It...