This document provides an overview of the basics of eMedRec, including how to log in, search for patient charts, navigate the menu system and tabs, view the patient facesheet, and print forms. It outlines 5 lessons that will be covered: 1) Logging in, 2) Searching for patients, 3) The chart viewer interface, 4) The patient facesheet, and 5) Printing forms. It then provides more detailed explanations of logging in and out, searching by name, MRN, DOB or SSN, the different sections and controls of the viewer, the facesheet contents, and printing individual forms or form packages.

1. eMedRec
Overview
Brief overview of the basics including:
Logging into the system
Searching for a Patient chart
Menu system and Tabs
Patient Facesheet
Printing Forms

2. Outline
Lesson 1 – Logging into eMedRec
Lesson 2 – Searching for a patient chart
Lesson 3 – eMedRec Chart Viewer
Lesson 4 – Patient Facesheet
Lesson 5 – Printing Forms

3. Logging In/Out
 Login using your user name and password.
 Note that there are two logins. First you log into your
Cloud session. The Cloud session can only be open in
one location at a time. After you are in a Cloud session,
either on your workstation or at another location, such
as an exam room, you then Login to eMedRec under
your user name. You can be logged into eMedRec under
your user name both at your workstation and in an Exam
Room Cloud session at the same time.
 You can either Close eMedRec, or Logout/Login via the
File menu.
 eMedRec can also be configured to automatically log out
users for security purposes.

4. Searching for a Patient Chart
Name
The most common way to search
for a patient is by name. You may
type the whole last name or just
the first few letters. Also you can
search with a few letters of the
last, comma, and a few of the
first name. Or if you only have
the first, just a comma then the
first name.
MRNumber
If you have the patient
MRNumber the fastest method
of bring up the chart is to search
on that entire number.
DOB or SSN
If you have the Date of Birth, or
Social Security number available
you can also enter that in the
search field. Enter birth dates as
MM/DD/YYYY
If the Search results contain multiple patients then double click on the desired patient name.
Clicking on Search with nothing in the search field will display the options.

5. The eMedRec Viewer
There are 3 sections to the Viewer
 Menu – Toolbar – Displayed along the
top are both the drop down menu items,
and icons for frequently used functions.
 Tabs – Displayed along the left side of the
viewer. Click on the Tab to see the
contents.
 List of documents – Displayed under the
Toolbar the contents of the individual Tab
are listed by reverse Date of Service by
default.

6. Viewer controls – Menu Bar
File: New – Logout – Print – Fax – Exit
Edit: Not used. Edit functionality is accessed through the Edit Icon
View: Aesthetic preferences and the link to the Face Sheet
Document: Deleting, editing indexes, viewing history, or re-routing of documents
Page: Forward and Backward movement through chart. Page deleting, Reorder pages, and saving changes to the page.
Tools: Database configurations, List maintenance functions, and workflow queue delegation.
Annotations: To add explanatory notes or comments and facilitate Workflow. Appearance properties of the annotations.
ActiveInk: In Development. This menu area will be used for electronic forms including Active Ink forms
Forms: Design, Print, and configure packages of forms
Notes: Define and create visit notes
Health Maintenance: Rules and protocols as established by the practice
Dragon NatSpeak: Creation and maintenance of Voice Recognition users
Help: Product Help and Version information and link to Knowledge Base

7. Viewer controls - Icons
Back and Next icons navigate through the pages of the documents in the chart tabs.
Clear closed the patient chart.
Edit is used to update Lists and compose Notes.
Print will print either to printers, pdf, or print to fax.
View List toggles between showing the list of documents or hiding that detail.
eScripts – ePrescribing.
Mail – not used by most practices.
Forms – Printing Forms.
Notes – Creating Patient Visit Notes.
Fax – Direct fax to Patient’s referring physicians.
Face – Patient Face sheet showing an overview of patient lists.
Rotate – Rotate image in viewer – it may also be saved in the rotated view by clicking Page – Modify Image.
Zoom In/Out – Fit Height/Width – Change size of image.
Sign Off – Used to quickly Sign off and file documents in workflow that don’t need further annotation.

8. The Facesheet
The Facesheet shows an overview of
Patient List Data
 1. Problem List
 2. Medication List
 3. Patient Photo
 4. Allergies
 5. Procedures
 6. Vitals
 7. Health Summary
 8. Health Maintenance
 9. Data from Labs
 10. Advanced Directives
 11. Immunizations

9. Printing Forms
Forms for the patient visit can be printed in
configured packages or individually.
 Click on the Forms icon.
 Enter a DOS, or pick appointment date.
 The Forms button toggles between
packages and individual forms.
 Unlimted numbers of forms can be
designed.
 Unlimited numbers of packages can be
put together.
 Common packages are ‘New Patient’ or
‘Medicare Wellness Visit’.

10. Overview
Conclusion
We have briefly covered the following items:
 Logging in and out of eMedRec
 Searching for the Patient Chart
 The eMedRec Viewer and menu system
 The Facesheet
 Printing Forms
More in-depth training slide shows on many other features and
functions are also available. These can be found in the Knowledge
Base. A link is found in the Help menu item.