• Documentation Home
  • Get Pertexa

Clinical

  • Immunization
  • Syndromic Surveillance
  • Patient Charts
  • Audit Reports
  • Protected: Technical Documentation for Data transfer from clinic to PMS Dashboard
  • Deployment Build Number: – 2923-2942
  • Admin Module
  • Deployment Build Number: – 2898 – 2921.
  • Deployment Build Number: – 2884 – 2897
  • Clinical & User Details data communication through API From the Pertexa Application To Connect-EHR Portal/Product
  • How to Add New User in Admin Module?
  • ConnectEHR Enterprise 2015 Edition – Portal User Documentation
  • SR Faxing Configuration Document
  • Deployment Build Number: – 2826 – 2845
  • Labs for Internal use.
  • Management/Supervisor Menu Tasks
  • Super-Notes
  • Work Flow – FROM MA / NURSE TO PROVIDER IN DOCPAD
  • APPLICATION’S BUILD INFORMATION NUMBER 2675 – 2695
  • Personalize the Software Settings
  • Application’s Build Information Number 2665 – 2670
  • Transition Of Care
Chief Complaint (CC)
  • Chief Complaints
Diagnosis (Dx)
  • Problem History
  • Diagnosis (DX)
Face Sheet
  • Advanced Directives
  • Complaints
    • Chief Complaints
    Current Medications (Meds)
      Add Meds
      • Prescriptions (Rx)
      Discontinue Meds
      • Prescriptions (Rx)
      Medical Reconciliation
      • Prescriptions (Rx)
      Refill Meds
      • Prescriptions (Rx)
    Family Social History (FHx/SHx)
      Family Hx
        Brother, Sister
        • Family History and Social History
        General
        • Family History and Social History
        Grand Son/Daughter
        • Family History and Social History
        Maternal and Paternal Grand Mother/Father
        • Family History and Social History
        Maternal and Paternal Uncle/Aunt
        • Family History and Social History
        Mother, Father
        • Family History and Social History
        Nephew, Niece, Other
        • Family History and Social History
        Son, Daugher
        • Family History and Social History
      Social Hx
        Alcohol, Drug, Vaping Use
        • Family History and Social History
        Education
        • Family History and Social History
        Family Dynamics
        • Family History and Social History
        Marital History
        • Family History and Social History
        More
          Caregiver, Disability, Functional Status
          • Family History and Social History
          Dietary History, Financial Status, Military History
          • Family History and Social History
          Living Situation, Travel History, Exercise
          • Family History and Social History
          Psychosocial Stressors, Family Issues, Social Support
          • Family History and Social History
        Non-Smoking Tobacco Use
        • Family History and Social History
        Occupation
        • Family History and Social History
        Occupational History
        • Family History and Social History
        Sexual History
        • Family History and Social History
      Social, Psychological, and Behavioral
        Alcohol Use
        • Family History and Social History
        Depression
        • Family History and Social History
        Exposure to Violence/Partner Abuse
        • Family History and Social History
        Financial Resource Strain
        • Family History and Social History
        Level of Education
        • Family History and Social History
        Physical Activity/Exercise
        • Family History and Social History
        Social Connections and Isolation
        • Family History and Social History
        Stress
        • Family History and Social History
    Implantable Device
    • Implantable Device
    Past Notes
    • Reviewed Note Popup
    Results
      Pending/Final
      • Results
      View
      • Results
    Risk Assessment
    • Risk Ax
    Surgical Hx
    • Surgical Hx
    Take Vitals
      BP, Diastolic, Temp, LMP
      • Vitals
      Pediatric Growth Chart
      • Vitals
      RR, Height, Weight, BMI
      • Vitals
      Waist, Pain Scale, 02 Sat, Heart Rate
      • Vitals
    Update Allergies
    • Allergies
History and Present Illness (HPI)
  • History of Present Illness
Note
  • Note
Orders
  • External Labs
  • Orders

Practice Management

  • Protected: Technical Documentation for Data transfer from clinic to PMS Dashboard
  • To Do [TD] Workflow
  • No Place of Service (POS) on new Charges
  • No Output on Report Preview
  • Charge/Payment Void
  • Quick Claim
  • ERA Processing
  • Quick Search
  • Warnings and Error Messages
  • Custom Field Definitions
  • Controlling Data Entry
Appointment Reminder
  • Docs Coming Soon!
Statement Printing
  • Docs Coming Soon!

Getting Started

  • Getting Started with the Records Manager

Procedures (Proc)

  • Procedure (Proc)

Physical Examination (PE)

  • Physical Examination (PE)

Prescriptions (Rx)

  • Steps to authorize a User for e-prescription (enter NPI)
  • Prescriptions (Rx)

FAQ's

  • Steps to authorize a User for e-prescription (enter NPI)
  • No Place of Service (POS) on new Charges
  • No Output on Report Preview

Vendor Shop

  • Getting Started with PertexaIQ
  • Add A Doctor
  • Products
  • Setting Up Your Store

Billing Bridge

  • Billing Module Functionality.
  • Docs Coming Soon!

Clearing Gateway

  • Docs Coming Soon!

Automated Revenue Recovery

  • Docs Coming Soon!

Clinical Quality Measures

  • Docs Coming Soon!

Insurance Verification

  • Docs Coming Soon!

Integrated Faxing

  • Docs Coming Soon!

MIPS Dashboard

  • Docs Coming Soon!

Patient Portal

  • Docs Coming Soon!

Secure Direct Messaging

  • Docs Coming Soon!

Records Manager

  • Unlinked Test Results
  • Past Notes
  • Create Documents and How to attach result with schedule order?
  • Home
  • Docs
  • Clinical
  • Face Sheet
  • Current Medications (Meds)
  • Add Meds
  • Prescriptions (Rx)

Prescriptions (Rx)

Table of Contents
  • Open Encounter as Prescriptions
    • Example Task
    • Instructions
    • New RX
      • Example Task
      • Instructions
      • Rx Renewal (Refills) request from the Pharmacy 
        • Example Task
        • Instructions
        • Rx Change request from the Pharmacy
          • Example Task
          • Instructions
          • Rx Cancel Request
            • Example Task
            • Instructions
            • What is Difference between Discontinued or Delete Rx ?
            • Show Acknowledgement "Discontinued or Delete Rx"
              • Example Task
              •  Instructions
              • Refills functionality on Face Sheet
                • Example Task
                • Instructions
                • Discontinue > Meds tab functionality on Face Sheet
                  • Example Task
                  • Instructions
                  • Current Medication Status > Meds tab functionality on Face Sheet
                    • Example Task
                    • Instructions

Open Encounter as Prescriptions #

Login into Docpad > Select Patient > All Patient

 

Example Task #

You would like to open Encounter as a write prescription. 

 

Instructions #

  1. Login into Docpad and Select “Select Patient link”.

  2. Select “All Patient” in the drop-down menu at left-hand upper side corner

  3. Here you can search patients with their first name or last name. Choose the patient through the search list.

  4. After choosed patient. Here you can see one popup is open. So select the “Write Prescriptions link” through the popup.
    1. Would you like to change Primary MD AND Add or select Insurance details for this patient. Then you can do it with the same popup.
    2. You are also able to check Incomplete notes, Master Problem and Past Notes with the same popup.

 

New RX #

Face Sheet > RX tab

 

Example Task #

You have decided to treat the patient with Naproxen 250mg Tablet Extended Release 12 hour.

 

Instructions #

  1. Navigate to the RX tab page following the breadcrumbs

  2. Enter the medication you want to search for. If there are no results, try searching for the first four letters of the medication. Select which medication you want to use.

  3. Enter in the dosage amounts or select from the common orders dropdown. When complete, select “Sign.”

  4. If you want to change Routing then click on the routing link next to the Routing label.

  5. Review the information for correctness and then select “Sign” and the order will be sent.

6. Detailed Prescription Status

  • Here User can check Prescription status acknowledgement from the pharmacy.

Rx Renewal (Refills) request from the Pharmacy  #

Home screen > Medication Request  

Example Task #

User can able to do Approve, Deny or Approve w/Changes as per on Rx Renewal request which was sent by pharmacy.

Instructions #

  1. Navigate to the Home screen and select Medication Request link.

2. Here user can able to select Approve, Deny or Approve w/Changes as per Rx Renewal request which was sent by pharmacy.

Rx Change request from the Pharmacy #

Home screen > Medication Request  

Example Task #

User can able to do Approve, Deny or Approve w/Changes as per on Rx change request which was sent by pharmacy

Instructions #

  1. Navigate to the Home screen and select Medication Request link.

2. Here user can able to select Approve, Deny or Approve w/Changes as per Rx change request which was sent by pharmacy.

Rx Cancel Request #

Face Sheet > RX tab

Example Task #

If User want to cancel Rx due to some circumstances. So they can do with below steps. 

Instructions #

  1. Navigate to the RX tab page following the breadcrumbs and select the medication.

2. Select Discontinued or Delete Rx with select green check mark “Send  cancel Rx”.

3. Finlay select “Update Documentation button”.

 

What is Difference between Discontinued or Delete Rx ? #

  • If user select “Discontinued” then this medication will no longer in the encounter but show with Strike through text in Note tab (Prescription).

  • And if user select “Delete Rx” then this medication will no longer in the encounter.

 

Show Acknowledgement “Discontinued or Delete Rx“ #

Face Sheet > Meds tab > Past Medications

 

Example Task #

If user want to check acknowledgement for Discontinued or Delete Rx then follow the steps

 Instructions #

  1. Navigate to the Meds tab at the face sheet page.

2. Select “Past Medications” link and select medication through the popup.

 

Refills functionality on Face Sheet #

Face Sheet > Meds tab > Refill

 

Example Task #

If you want to refill Medication due to a patient situation.

Instructions #

  1. Navigate to the Meds tab at the face sheet page.

  2. Select the Refill Button. Here you are able to select with a green check mark to do Refill medication with this popup.
  3. After Refill you can see in the mainpage “Refill requested” message will appear.

 

 

Discontinue > Meds tab functionality on Face Sheet #

Face Sheet > Meds tab > Discontinue

Example Task #

 

If you want to Discontinue Medication. 

Instructions #

  1. Navigate to the Meds tab at the face sheet page.

  2. Select the Discontinue Button. Here you are able to select with a green check mark to do Discontinue medication with this popup.
  3. After Discontinue medication you can see this medication in the “Past Medication link” at the Meds tab page.

 

 

Current Medication Status > Meds tab functionality on Face Sheet #

Face Sheet > Meds tab > Current Medication Status

 

Example Task #

 

If you want to set Current Medication Status. 

 

Instructions #

  1. Navigate to the Meds tab at the face sheet page.
  2. Select the “Current Medication Status link”. Here you can set the status for current medications.

What are your Feelings
Share This Article :
  • Facebook
  • Twitter
  • LinkedIn
  • Pinterest
Help us make this article better

How can we help?

Updated on August 31, 2021
Table of Contents
  • Open Encounter as Prescriptions
    • Example Task
    • Instructions
    • New RX
      • Example Task
      • Instructions
      • Rx Renewal (Refills) request from the Pharmacy 
        • Example Task
        • Instructions
        • Rx Change request from the Pharmacy
          • Example Task
          • Instructions
          • Rx Cancel Request
            • Example Task
            • Instructions
            • What is Difference between Discontinued or Delete Rx ?
            • Show Acknowledgement "Discontinued or Delete Rx"
              • Example Task
              •  Instructions
              • Refills functionality on Face Sheet
                • Example Task
                • Instructions
                • Discontinue > Meds tab functionality on Face Sheet
                  • Example Task
                  • Instructions
                  • Current Medication Status > Meds tab functionality on Face Sheet
                    • Example Task
                    • Instructions

@2021 PERTEXA HEALTHCARE TECHNOLOGIES, INC. ALL RIGHTS RESERVED