1. The Digital Chart Room System Overview

2. Log In and Log Out Log In Enter your User Name and password Login and work under your User Name Change Passwords per Administrator recommendation and policies. Log Out If you are stepping away from your workstation, secure protected Patient Health Information by Logging Out. Log Out do select the close button in the upper right hand corner.

3. Home Screen Tasks-Messages for the logged in User H-high priority M- Medium L-Low P-Personal S-signature N-Notification Set Practice Standards for Message Priorities Patient Finder –Search for Patients User Name-Log Out and Short Cuts Help

4. System Tabs Schedule Tab displays a view of the schedule Task Center Tab brings you to your messages both incoming and outgoing. Filing Center Tab brings you to your incoming faxes, scans, and anything that enters the simplifyMD drop box Patient Finder Tab is where you will search the system for patients Tools Tab displays practice reporting, template management, and faxing status. Add Patient Tab is used to create new patient charts.

5. Schedule Bar The schedule bar action buttons allows you to create a New appointment, Print the schedule, preview schedule, and create a new message. Schedule filters allow the user to see the schedule based on location, provider, appointment type, and date range The grey bar allows the user to sort If you’re Practice Management System has been interfaced with The Digital Chart Room, add and edit all Patients and appointments in the Practice Management System. Otherwise, any changes made to Patient Demographics will be overwritten.

6. Searching For and Adding Patients Patient Finder-Enter and search by: first or last name birth date phone number patient i.d. number Add Patient tab is used to create new patient charts Information that must be added to create a chart is in yellow fields with red exclamation points If you’re Practice Management System has been interfaced with The Digital Chart Room, add and edit all Patients and appointments in the Practice Management System. Otherwise, any changes made to Patient Demographics will be overwritten.

7. Check In and Print Forms Add a patient to the Schedule Search patient Select the Physician Choose the Location, appointment type, date and time. Add Appointment Reason and Save Check-In/Check-Out and Save Print Forms Choose Care Units With an Interface-All Appointments and patient information is edited in the Practice Management System.

8. The Face Sheet is the front of the chart and a “snapshot” of patient information To edit patient’s information or important note select the edit button and updated the patient's information To use your webcam simply select the edit button under the blank patient’s picture box Update a face sheet widget select the edit button, enter the information, select save, and done to update Face Sheet

9. Patient Chart Continued Messages Patient Messages Timeline gives you a quick view of all documents over time. Simple Chart is a smaller version of the patients chart. Assembly Tab is a line item view of the patient chart documents. Use the assembly tab for selecting documents in the chart to be faxed or printed. Archive tab allows you to break up documents and send them to various tabs at one time, while assigning a display name/filename and adjusting the date of a document. Recycle Bin contains duplicates or misfiled documents in the Patient Chart. Documents are never deleted in the Digital Chart Room.

10. Document Tabs and Drawers Patient Document Tabs Second Row of Tabs Tabs containing documents are identified by a document icon and the tab name is shown in bold. If there are not any documents in tabs, they are grayed out. If there are too many tabs to fit on the screen, a drop box appears to select the remaining tabs. Drawer Dropdown-EOB Drawer Credentialing Drawer

11. Filing Center The Filing Center is the Entrance to your Digital Chart Room. Think of the Filing Center as the front door of your Digital Chart Room. This is where all documents are directed to the patients charts by scanning them in or by way of Fax. Filing Center Functions Default and Custom Scan Filing Center Filters View the Contents of the Filing Center Filing Center Sorts View the Contents Sorting

12. Filing Center Simple Print

13. System Backup Activities Log

14. Messaging Interoffice Message- Created on the Home Screen, Task Center, and Patient Finder screens Patient Message- written in the patient’s chart. A document may be attached to the message. Requires Resolution- When selected keeps a message in your Message Center and allows you to resolve and remove from your Task Center. Note to Chart- a message written in the patient’s chart.

15. Messaging Sending a Message with a Document Attached Messages requiring a physicians signature are created by selecting Request Signature Physician documents that require a signature are indicated by “S” in the Task Bar.

16. 2 backup USB hard drives (pictured bottom left) 1 is connected to server via a USB Cable (pictured bottom right) and a power outlet via a UPS unit Swap out the drives everyday –same time –store the one not connected to the server offsite or in a locked fireproof safe. Label each drive –Backup 1 & Backup 2 –Backup A & Backup B Database server back up –nightly at 1:00 A.M. local time. Swap out and plug in each day Backing Up Your Data Digitally

17. simplifyMD Customer Support Support is available Mon-Fri 8:00am – 8:00pm EDT via phone 678-578-6200 24/7 via email support@simplifymd.com Check online & simplifyMD University for regular updates www.simplifymd.com Use your login name & password to access simplifyMD University