• 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
  • Work Flow – FROM MA / NURSE TO PROVIDER IN DOCPAD

Work Flow – FROM MA / NURSE TO PROVIDER IN DOCPAD

Table of Contents
  • 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.

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:- #

  1. Login into Admin Module.
  2. Select the “User Information link”
  3. Select “Physician link”.
  4. Find the “Physician” through the list. And select the user.
  5. Select the “Option tab” at left – hand corner side. Find the “Co-signing Requirements” section in the page. And select “Qualified to Co-sign” with a radio button. Finally select the “DONE button” on the page.

For Medical Assistant / Nurse Users:- #

  1. Login into Admin Module.
  2. Select the “User Information link”
  3. Select “Medical Assistant OR Nurse link”.
  4. Find the “Medical Assistant OR Nurse” through the list. And select the user.
  5. Select the “Option tab” at left – hand corner side. Find the “Co-signing Requirements” section in the page. And select “Requires Supervising Physician signature” with radio button. Finally select the “DONE button” on the page.

Scenario – 1 Login with MA OR NURSE. #

  1. Login into Docpad with MA or Nurse.
  2. Select the Patient and open the progress note.
  3. MA or Nurse is able to add CC, HPI, ORDERS, ALLERGIES, and VITALS.
    –  Add Allergies and Vitals.
    –  Add CC and HPI.

  4. Click on the NOTE tab.
      –  Note: – MA or Nurse must “sign the NOTE” and select “Supervising Provider” through the “Supervisor” button
    during the signing NOTE.
    –  Here “Supervising Provider” is selected by default as the patient’s “Primary Physician/Provider”.

Scenario – 2 Login with Provider. #

  1. Login Provider in the Docpad.
    Note: – Login with the same Provider which had MA or Nurse selected Supervisor during his/her signed NOTE.
  2. Click on the “Patients ready to be seen” on the Home page.
  3. Here Provider are able to check or modify with patient Name the NOTE. Which was signed by MA or Nurse.

 

 

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

How can we help?

Updated on June 8, 2021
APPLICATION’S BUILD INFORMATION NUMBER 2675 – 2695Super-Notes
Table of Contents
  • 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.

@2021 PERTEXA HEALTHCARE TECHNOLOGIES, INC. ALL RIGHTS RESERVED