1. Ambulatory PowerChart for Front Desk Staff
Presented by Ambulatory and Physician Informatics

2. How To Use This Tutorial
Welcome to the Ambulatory PowerChart tutorial for Front Desk Staff
This tutorial will illustrate functions in PowerChart for Ambulatory Front Desk Staff Members

3. Navigating Through Training
There are several ways to navigate through the content of this tutorial
Click your Left Mouse Button, or the right arrow on your keyboard, to move forward through the slides
Click your Right Mouse Button, or the back arrow on your keyboard, to move backward through the slides

4. Course Objectives Overview Front Desk Workflow Adding Quick Notes
Adding Patient Preferred Pharmacies
Reprinting Requisitions
Printing Intake Medication Lists
Completing a Task on the Multi-Patient Task List

5. Reminders
Before completing this tutorial, you should have completed the following CBT prerequisite training
Ambulatory PowerChart Basics Tutorial
Ambulatory Patient Lists Tutorial
Ambulatory Task Management Tutorial
At the end of this tutorial the Ambulatory PowerChart for Front Desk Staff Competency will be administered
A score of 80% or higher will be required to obtain PowerChart access

6. Take a look at a sample Front Desk Workflow

7. Front Desk Workflow Enter Quick Notes into PowerChart Nickname
Check In
Check Out
Enter Quick Notes into PowerChart
Nickname
Family Members
Enter Patient Pharmacy
Print Intake Medication List
Allow guardian to verify medications
Give any Age Appropriate Forms
Well visits only
View Multi Patient Task List
Check for follow up appointments
Make appointment if necessary
Complete task on Multi Patient Task List
Check visit information tab on all patients
Use EPIC End of Day to change providers if needed

8. PowerChart QuickNotes
QuickNotes allow users to capture pertinent information about patients and their families
This data will be seen by Clinical Staff and Physician Staff to help better serve a patients visit

9. PowerChart QuickNotes
Quick Notes can be viewed and entered on the Ambulatory Summary Chart Tab
Select the Launch QuickNote Form hyperlink from the QuickNotes widget

10. PowerChart QuickNotes
If the QuickNotes page opens with no data, your patient has never had a QuickNotes filled out and it will be your responsibility to capture as much information as possible
If the QuickNotes page opens with some carried over data, you will be responsible to update as necessary

11. QuickNotes
The Quick Notes free text field should be captured for any additional pertinent information about patient or family
Please keep in mind that information captured on this screen should be factual and not opinion based. No information should be saved that would be considered inappropriate in nature.

12. PowerChart QuickNotes
To save the PowerForm, select the Green Check Mark located on the upper most left corner of the form.
To exit the form and NOT save any charting, select the Blue Discontinue circle or the Red X.

13. Patient Preferred Pharmacy
Patients can specify a preferred pharmacy to have prescriptions, written by our physician staff, electronically sent for pickup
Front Desk Staff has the ability to capture this information

14. How to Add A Preferred Pharmacy
Open your patient’s chart
Select the Patient Pharmacy button on your toolbar

15. How to Search for a Preferred Pharmacy
Search for the pharmacy by entering the name, city, state, and/or zip code
When the desired pharmacy is located, right-click and select Add
The pharmacy will now be added to the Preferred Pharmacy Tab

16. Preferred Pharmacy
Patients can store up to six pharmacies on their electronic medical record
On the Patient Preferred tab, right clicking on saved pharmacies will give you the following options:
Delete
This option will delete the pharmacy from the patients electronic medical record
Set As Default
This option will set the saved pharmacy as the default for the patient

17. Reprinting Requisitions
If the patient, parent, or guardian requests a requisition be reprinted because it has become lost or misplaced, front desk staff can reprint

18. How to Reprint Requisitions
To reprint a requisition, consent form, or order sheet complete the following steps:
With the patient’s chart open, open the PowerOrders Chart Tab
Find the order from the existing orders profile
Right-click the order and select Print
Choose the appropriate submenu command
When prompted, enter the ID of your printer, click OK

19. Printing CMG/CSG Intake Medication List
To Print the Medication List, complete the following steps:
With the patient’s chart open, click the Task button, located on the upper left corner of your screen
Select Reports
Choose the appropriate report (place a checkmark in the box)
Select a printer destination using the dropdown list
Select Print

20. How to Complete a Task on the Multi-Patient Task List
Click on the Multi-Patient Task List toolbar button
Locate Patient and Task
Click on the Yellow (Chart Done) Follow up Appointment
Click on the Ok Button
to confirm that you made a Follow up Appointment for your patient
The task will then display in a Complete status with a green check mark