EMR User Manual

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The Clinical Dashboard provides an overview of the patient's profile and serves to showcase findings once reports and assessments are generated.

  • Within the Basic section a patient profile photo may be uploaded by clicking on the silhouette image

The Patient Dashboard contains four sub tabs: Essentials, Demographics, Employment, & Settings

  • Essentials & Demographics: See section 4.1 Adding Patients
  • Employment: Add details of patient's employment
  • Settings: If patient is no longer being treated, you may mark file as inactive
    • You may select default settings to always send Email/Text (Add-On) Reminders
Insurance: See section 4.2

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