Link to manual on customizing
Link to manual on managing insurance claims
Link to manual on managing patient accounts
Link to manual on managing office reports
Link to manual on managing ehr charts
Link to manual on managing appointments
Link to manual on managing patient billing
link to manual on backup and restore data

MANAGING ELECTRONIC HEALTH RECORDS (EHR)

Sorting and Organizing Records

Sorting and organizing records
1 Sort and organize data in ascending or descending order by clicking on the column title at the top of each column.
2 Display visits for a specific patient by typing the patient’s last name in the field labeled “last name”
3 Display visits associated with attending physician by selecting physician’s name in the drop down menu labeled “Assigned PCP”.
4 Display visits within a specific date range by selecting dates in the date fields
5 “from” and “to”
6 Display visits within a time period by selecting the button “add a day”, “add a week”, and “add a month”
7 Display signed or unsigned visits by selecting the drop down menu labeled “signed visit status”.
8 To delete a note, 1) check the box in the column labeled delete, 2) click the button “update deleted” to save settings.
9 To view and restore a previously deleted note, 1) check the box labeled “show deleted”, uncheck the box for the visit, 3) click “update deleted” to save settings. (Note: uncheck the “show deleted” box)

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General Functions of the EHR Window

General functions of the EHR window
1 Viewing data from previous visits, 1) Click the drop down menu beneath “visits”, 2) select the visit date in the list. (NOTE: visit dates with asterisk indicate an exam or re-exam was performed), 3) Click yes in the Data Changed window to save any changes.
2 Import prior visit findings into current visit: Click the button labeled “Load Prior” located in each window.
3 Saving recorded information: Click the “Update” button located at the bottom of each window.

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Subjective Tab Functions

1) Record symptom description: Click the appropriate button that describes the patient’s symptoms. (NOTE: only one description can be selected at a time)
2) Record symptom location: Click on the area on the body figures where the symptoms are located. (NOTE: To avoid confusion, only one side of the figure will be available for each complaint).
3) Record symptom frequency: Click on the statement that describes how frequently the patient feels their symptoms.
4) Record symptom intensity: Click and drag the scroll bar located on the visual analogue scale to the level that best describes the intensity of the patient’s pain.
5) Record additional information: Type information in the text box labeled “Comments” to the right.
6) Delete complaint: Click “Delete” button above the list of entered complaints.
7) Redo complaint: Select the complaint and click “Restart Complaint” button at the bottom.
8) Record multiple symptoms: Click “Next Complaint” button and repeat steps 1-5.
9) Save Information: Click update button to save information before exiting EHR

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Objective Tab Functions

Objective tab functions
1 Subluxation Diagram
a. Selecting specific spinal subluxations: 1) Click on the right or left side of the vertebrae to denote the specific spinal restrictions or subluxations, 2) Click the center of the spine to denote bilateral restrictions.
b. Selecting several spinal levels at once: Hold the left mouse button or your finger down and drag across each area on the spine.
c. Selecting specific adjustment technique: Select the technique from a drop down list located above each spinal region. (NOTE: you will see the technique name change between the spinal regions)
d. Adding previous visit finding: Click button at the top labeled “Load Prior”

2 Extremities diagram
a. Recording extremities joint restrictions: Click on the area located in the appropriate joints.

3 Hypertonicity diagram
a. Viewing anterior or posterior muscles: Click the buttons “front” or “back” below the diagram.
b. Recording muscle tension or spasm: 1) Click an area on the hypertonicity diagram where there are muscle spasms, 2) Select the appropriate muscle listed in the pop-up window. (NOTE: The selected muscles will not appear in this view but will be listed in the printed notes and an outlined area will be shown on diagram)

4 Tenderness diagram 
a. Viewing anterior or posterior: Click the buttons “front” or “back” below the diagram
b. Recording an area of tenderness: Click the area(s) on the tenderness diagram. (NOTE: The selected muscles will not appear in this view but will be listed in the printed notes and an outlined area be shown on the muscle diagram)

5 Adding Custom Tests/Findings
a. To record a custom tests, 1) click the < sign in the upper left corner of the box labeled “Tests Performed”, 2) In the slide out view, check the box next to the test in the custom list. (NOTE: multiple tests can be selected in this box). 6 Functional disabilities a. Recording a functional disability: 1) Click the drop down menu beneath “functional disabilities”, 2) select a disability from the custom list. (NOTE: only one disability can be selected in this list) b. Recording a unique disability: 1) Type any letter, 2) hit the backspace key (the phrase “causes pain” will appear), 3) type unique disability in front of phrase “causes pain” (i.e. picking up kids). (NOTE: A recorded functional disability will automatically add the opposite statement as a “functional goal” in the plan window of your notes. This can be viewed by clicking on the plan tab of the EHR application.) c. Adding objective notes, 1) Click button “New Comment” and type note in text window, Click “Ok” to save and exit.

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Assessment Tab Functions

NOTE: Click button update at the bottom of the window to save information before exiting
1) Recording a diagnosis, 1) Click the appropriate body area in on the back or the front on the body diagram, where the diagnosis is associated (A prepopulated and customizable list will appear in the available diagnosis list) Select the diagnosis from the list in the box labeled “Available Diagnosis”, 3) Click “add diagnosis” button. (Diagnosis will appear in “selected diagnosis” window).
2) Removing a diagnosis, 1) select the diagnosis in “selected diagnosis” window, 2) click “remove diagnosis” button.
3) Recording the phase of care, 1) Click the drop down menu labeled “phase of care”, 2) Select the appropriate phase in the custom list.
4) Selecting the prognosis of care, 1) Click the drop down menu labeled “prognosis”, 2) Select the appropriate prognosis in the customizable list.
5) Entering additional information, 1) Click “New Comment” button, 2) type information into pop-up window, 3) click “ok” when done.

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Plan Tab Functions

Adding or changing treatments:
1) Click any treatment line
2) In the pop up window
3) check the box to select all treatments
4) Click “Ok” to save and exit window.
Adding frequency of care:
1) Click on drop down menu labeled “frequency of care”
2) select frequency from custom list.
Modifying functional goals:
1) Click on drop down menu labeled “functional goals”
2) Select goal from custom list.
Adding Goals:
1) Click on drop down menu labeled “Goals”
2) Select a goal from the custom list.
Adding new comments:
1) Click on “new comment” button
2) type information into pop-up text box
3) Click “ok” when done.
Changing date of injury:
1) Click the calendar icon within the drop down menu labeled “date of incident”
2) select the injury date.
Signing and closing EHR:
1) Click on button labeled “Digitally Sign and Close”
Printing SOAP notes:
1) Click on “print daily note” button
2) Choose long form or short form in the pop up window and click “OK”
3) Select either “print” button or “save pdf” button in the pop-up window
4) Follow the steps in the printer utility window.
Un-signing a note:
1) Click “Unsign” at bottom of window. IMPORTANT NOTE: It can be illegal to un-sign and change information in a patient’s notes after 24hrs from their visit date. A record of your keystroke(s) is recorded in an audit report. This report can be subpoenaed. We suggest using the comment boxes in each window to record addendum’s.
Printing exam narratives:
1) Click on “Narrative” button
2) Use the print option in the pdf application that appears
3) Follow the steps in the printer utility window.

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Entering Patient Medical History

1) Select tab labeled “History”
2) Choose appropriate radio button or check box to answer medical history questions
3) Enter descriptive information in text fields for each section
4) Click on calendar icon next to any date field to record any date
5) Click “Save History” button when finished to save medical history information.

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Adding Exams and Re-exams

1) Recording new exam data, Select exam tab at top of EHR window and follow these steps below to add specific findings or tests.

    a. Click “New Exam” button on the right side of the window
    b. Select exam sections designated by the tabs to the right of the exam management tab.
    c. Record test result by either typing in text fields, checking check boxes, clicking radio buttons, or clicking plus or minus signs. (NOTE: To remove exam result, right click on any selected area)
    d. Significant other findings are recorded in text field labeled “notes” below exam illustrations.
    e. Save exam information by clicking the “save” button at the bottom.

2) Recording Re-exam data,

    a. Select exam tab at top of EHR window
    b. Click associated exam or re-exam in the existing exams list
    c. Click Re-Exam button on the right side of the window
    d. View only positive test findings by clicking buttons labeled “<-Finding” and “Finding ->” at the bottom of the window to navigate through the positive exam results. 5 Click “Save” at the bottom of the window.

3) Updating existing exam data, (NOTE: If you are updating exams 24 hours past the exam visit, information should be added as notes in the appropriate exam section. Otherwise use these steps to update your exams:

    a. In the exam management window, click on the exam date
    b. Click “Edit Exam” to the right
    c. Login to your provider account
    d. Make exam updates as necessary
    e. Click “Save” at the bottom of the window.

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Importing Documents

To add paper documents or image files to the EHR records, click the tab labeled “Import Documents” in the EHR window.
1) Adding a paper document: 1) Click the “scan” button, 2) Follow the steps in the scanner utility window, 3) In the next window, type the image description and/or notes in the designated text fields 4) click “OK” to exit and import the image.
2) Adding an image file: (i.e. a jpg, bmp, or png file), 1) Click “Add” at the bottom of the window, 2) Find the file on your computer and click “Open”, 3) In the next window, type the image description and/or notes in the designated text fields, 4) Click “OK” to exit and import the image.
3) Removing documents: 1) Select the document in the thumbnail list on the left, 2) click “remove” button to
delete documents from the list.
4) Printing a document: 1) select the document in the thumbnail list, 2) click “print” button, 3) Click print in the pop-up window, 4) Follow the steps in the printer utility window to print

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Managing Alerts and Office Notes

1) Click the button “Notes” at the top of the EHR status window or in the plan tab of the EHR Window.
2) In the pop up button, select the appropriate radio button under “Note Type”
3) Assign the alert to appear in a selected application window by checking the check box options at the bottom.
4) Click “Save” button at the bottom right to save and exit notes window.

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Managing the EHR Status Window

Sorting and Organizing Records

Sorting and organizing records
1 Sort and organize data in ascending or descending order by clicking on the column title at the top of each column.
2 Display visits for a specific patient by typing the patient’s last name in the field labeled “last name”
3 Display visits associated with attending physician by selecting physician’s name in the drop down menu labeled “Assigned PCP”.
4 Display visits within a specific date range by selecting dates in the date fields
5 “from” and “to”
6 Display visits within a time period by selecting the button “add a day”, “add a week”, and “add a month”
7 Display signed or unsigned visits by selecting the drop down menu labeled “signed visit status”.
8 To delete a note, 1) check the box in the column labeled delete, 2) click the button “update deleted” to save settings.
9 To view and restore a previously deleted note, 1) check the box labeled “show deleted”, uncheck the box for the visit, 3) click “update deleted” to save settings. (Note: uncheck the “show deleted” box)

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Using the EHR Documentation Window

General Functions of the EHR Window

General functions of the EHR window
1 Viewing data from previous visits, 1) Click the drop down menu beneath “visits”, 2) select the visit date in the list. (NOTE: visit dates with asterisk indicate an exam or re-exam was performed), 3) Click yes in the Data Changed window to save any changes.
2 Import prior visit findings into current visit: Click the button labeled “Load Prior” located in each window.
3 Saving recorded information: Click the “Update” button located at the bottom of each window.

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Subjective Tab Functions

1) Record symptom description: Click the appropriate button that describes the patient’s symptoms. (NOTE: only one description can be selected at a time)
2) Record symptom location: Click on the area on the body figures where the symptoms are located. (NOTE: To avoid confusion, only one side of the figure will be available for each complaint).
3) Record symptom frequency: Click on the statement that describes how frequently the patient feels their symptoms.
4) Record symptom intensity: Click and drag the scroll bar located on the visual analogue scale to the level that best describes the intensity of the patient’s pain.
5) Record additional information: Type information in the text box labeled “Comments” to the right.
6) Delete complaint: Click “Delete” button above the list of entered complaints.
7) Redo complaint: Select the complaint and click “Restart Complaint” button at the bottom.
8) Record multiple symptoms: Click “Next Complaint” button and repeat steps 1-5.
9) Save Information: Click update button to save information before exiting EHR

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Objective Tab Functions

Objective tab functions
1 Subluxation Diagram
a. Selecting specific spinal subluxations: 1) Click on the right or left side of the vertebrae to denote the specific spinal restrictions or subluxations, 2) Click the center of the spine to denote bilateral restrictions.
b. Selecting several spinal levels at once: Hold the left mouse button or your finger down and drag across each area on the spine.
c. Selecting specific adjustment technique: Select the technique from a drop down list located above each spinal region. (NOTE: you will see the technique name change between the spinal regions)
d. Adding previous visit finding: Click button at the top labeled “Load Prior”

2 Extremities diagram
a. Recording extremities joint restrictions: Click on the area located in the appropriate joints.

3 Hypertonicity diagram
a. Viewing anterior or posterior muscles: Click the buttons “front” or “back” below the diagram.
b. Recording muscle tension or spasm: 1) Click an area on the hypertonicity diagram where there are muscle spasms, 2) Select the appropriate muscle listed in the pop-up window. (NOTE: The selected muscles will not appear in this view but will be listed in the printed notes and an outlined area will be shown on diagram)

4 Tenderness diagram 
a. Viewing anterior or posterior: Click the buttons “front” or “back” below the diagram
b. Recording an area of tenderness: Click the area(s) on the tenderness diagram. (NOTE: The selected muscles will not appear in this view but will be listed in the printed notes and an outlined area be shown on the muscle diagram)

5 Adding Custom Tests/Findings
a. To record a custom tests, 1) click the < sign in the upper left corner of the box labeled “Tests Performed”, 2) In the slide out view, check the box next to the test in the custom list. (NOTE: multiple tests can be selected in this box). 6 Functional disabilities a. Recording a functional disability: 1) Click the drop down menu beneath “functional disabilities”, 2) select a disability from the custom list. (NOTE: only one disability can be selected in this list) b. Recording a unique disability: 1) Type any letter, 2) hit the backspace key (the phrase “causes pain” will appear), 3) type unique disability in front of phrase “causes pain” (i.e. picking up kids). (NOTE: A recorded functional disability will automatically add the opposite statement as a “functional goal” in the plan window of your notes. This can be viewed by clicking on the plan tab of the EHR application.) c. Adding objective notes, 1) Click button “New Comment” and type note in text window, Click “Ok” to save and exit.

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Assessment Tab Functions

NOTE: Click button update at the bottom of the window to save information before exiting
1) Recording a diagnosis, 1) Click the appropriate body area in on the back or the front on the body diagram, where the diagnosis is associated (A prepopulated and customizable list will appear in the available diagnosis list) Select the diagnosis from the list in the box labeled “Available Diagnosis”, 3) Click “add diagnosis” button. (Diagnosis will appear in “selected diagnosis” window).
2) Removing a diagnosis, 1) select the diagnosis in “selected diagnosis” window, 2) click “remove diagnosis” button.
3) Recording the phase of care, 1) Click the drop down menu labeled “phase of care”, 2) Select the appropriate phase in the custom list.
4) Selecting the prognosis of care, 1) Click the drop down menu labeled “prognosis”, 2) Select the appropriate prognosis in the customizable list.
5) Entering additional information, 1) Click “New Comment” button, 2) type information into pop-up window, 3) click “ok” when done.

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Plan Tab Functions

Adding or changing treatments:
1) Click any treatment line
2) In the pop up window
3) check the box to select all treatments
4) Click “Ok” to save and exit window.
Adding frequency of care:
1) Click on drop down menu labeled “frequency of care”
2) select frequency from custom list.
Modifying functional goals:
1) Click on drop down menu labeled “functional goals”
2) Select goal from custom list.
Adding Goals:
1) Click on drop down menu labeled “Goals”
2) Select a goal from the custom list.
Adding new comments:
1) Click on “new comment” button
2) type information into pop-up text box
3) Click “ok” when done.
Changing date of injury:
1) Click the calendar icon within the drop down menu labeled “date of incident”
2) select the injury date.
Signing and closing EHR:
1) Click on button labeled “Digitally Sign and Close”
Printing SOAP notes:
1) Click on “print daily note” button
2) Choose long form or short form in the pop up window and click “OK”
3) Select either “print” button or “save pdf” button in the pop-up window
4) Follow the steps in the printer utility window.
Un-signing a note:
1) Click “Unsign” at bottom of window. IMPORTANT NOTE: It can be illegal to un-sign and change information in a patient’s notes after 24hrs from their visit date. A record of your keystroke(s) is recorded in an audit report. This report can be subpoenaed. We suggest using the comment boxes in each window to record addendum’s.
Printing exam narratives:
1) Click on “Narrative” button
2) Use the print option in the pdf application that appears
3) Follow the steps in the printer utility window.

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Entering Patient Medical History

1) Select tab labeled “History”
2) Choose appropriate radio button or check box to answer medical history questions
3) Enter descriptive information in text fields for each section
4) Click on calendar icon next to any date field to record any date
5) Click “Save History” button when finished to save medical history information.

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Adding Exams and Re-exams

1) Recording new exam data, Select exam tab at top of EHR window and follow these steps below to add specific findings or tests.

    a. Click “New Exam” button on the right side of the window
    b. Select exam sections designated by the tabs to the right of the exam management tab.
    c. Record test result by either typing in text fields, checking check boxes, clicking radio buttons, or clicking plus or minus signs. (NOTE: To remove exam result, right click on any selected area)
    d. Significant other findings are recorded in text field labeled “notes” below exam illustrations.
    e. Save exam information by clicking the “save” button at the bottom.

2) Recording Re-exam data,

    a. Select exam tab at top of EHR window
    b. Click associated exam or re-exam in the existing exams list
    c. Click Re-Exam button on the right side of the window
    d. View only positive test findings by clicking buttons labeled “<-Finding” and “Finding ->” at the bottom of the window to navigate through the positive exam results. 5 Click “Save” at the bottom of the window.

3) Updating existing exam data, (NOTE: If you are updating exams 24 hours past the exam visit, information should be added as notes in the appropriate exam section. Otherwise use these steps to update your exams:

    a. In the exam management window, click on the exam date
    b. Click “Edit Exam” to the right
    c. Login to your provider account
    d. Make exam updates as necessary
    e. Click “Save” at the bottom of the window.

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Importing Documents

To add paper documents or image files to the EHR records, click the tab labeled “Import Documents” in the EHR window.
1) Adding a paper document: 1) Click the “scan” button, 2) Follow the steps in the scanner utility window, 3) In the next window, type the image description and/or notes in the designated text fields 4) click “OK” to exit and import the image.
2) Adding an image file: (i.e. a jpg, bmp, or png file), 1) Click “Add” at the bottom of the window, 2) Find the file on your computer and click “Open”, 3) In the next window, type the image description and/or notes in the designated text fields, 4) Click “OK” to exit and import the image.
3) Removing documents: 1) Select the document in the thumbnail list on the left, 2) click “remove” button to
delete documents from the list.
4) Printing a document: 1) select the document in the thumbnail list, 2) click “print” button, 3) Click print in the pop-up window, 4) Follow the steps in the printer utility window to print

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Managing Alerts and Office Notes

1) Click the button “Notes” at the top of the EHR status window or in the plan tab of the EHR Window.
2) In the pop up button, select the appropriate radio button under “Note Type”
3) Assign the alert to appear in a selected application window by checking the check box options at the bottom.
4) Click “Save” button at the bottom right to save and exit notes window.

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PATIENT SIGN IN/INTAKE KIOSK

Patient Sign In/Intake Kiosk

This application is designed to run on a separate computer, for patients to sign in and record their chief complaints. To open the program, click “WonderDoc Kiosk” in the programs list of the windows start menu and login.

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Signing In a Patient

Signing In a Patient
1 Click the button “Sign In”
2 In the pop up window, type the patients username and password then click “OK”

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Documenting Patients’ Pain and Symptoms

1) Recording Symptom Description: Click the appropriate button at the top that describes the patient’s symptoms. (NOTE: only one description can be selected at a time)
2) Recording Symptom Location: Click on an area on one of the body figures where the symptoms are located. (NOTE: To avoid confusion, only one side of the figure will be available for each complaint).
3) Recording Symptom Frequency: In the section to the right labeled “Frequency of Pain:, click on the statement that describes how often the patient feels their symptoms.
4) Recording Symptom Intensity: In the section to the right labeled “Intensity of Pain”, click and drag the scroll bar located on the visual analogue scale to a level that best describes the intensity of the patient’s pain.
5) Recording additional information: Type information in the text box labeled Comments to the right.
6) Restarting complaints: Select the complaint in the list of entered complaints and click “Restart Complaint” button at the
7) Delete complaints: Select the complaint in the list of entered complaints and click “Delete” button above the complaint box.
8) Recording multiple Symptoms: Click “Next Complaint” button and repeat steps 1-5.
9) Deleting Listed Complaints: Click the complaint listed in the “Entered Complaints” box and click button “Restart Complaint”.
10) Save and logout: Click the button “Done” to save recorded information and open the sign in window for the next patient.

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Signing Out a Patient

1) Click “Sign Out”
2) Enter the patient’s username and password
3) In the following window select the phrase that best describes how the patient feels after treatment.

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Medical History Tab

1) Click tab labeled “History”
2) Enter patient’s user name and password in the pop up window and click Ok.
3) Instruct patient to answer history questions by selecting appropriate radio buttons, check boxes, drop menus or date functions
4) Click button “Done” to save and exit the window.
NOTE: Additional information can be added to the patient’s history within the EHR section of the program.

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Outcomes Questionnaires Tab

1) Click “Questionnaire” tab
2) Enter patients user name and password in the pop up window and click Ok
3) Answer the question at the top of the window using the appropriate button.
4) Answer the questions in the form by clicking the appropriate answer
5) Click “Done” when form is complete to save and exit window.

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Patient Sign-In

Signing In a Patient

Signing In a Patient
1 Click the button “Sign In”
2 In the pop up window, type the patients username and password then click “OK”

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Documenting Patients’ Pain and Symptoms

1) Recording Symptom Description: Click the appropriate button at the top that describes the patient’s symptoms. (NOTE: only one description can be selected at a time)
2) Recording Symptom Location: Click on an area on one of the body figures where the symptoms are located. (NOTE: To avoid confusion, only one side of the figure will be available for each complaint).
3) Recording Symptom Frequency: In the section to the right labeled “Frequency of Pain:, click on the statement that describes how often the patient feels their symptoms.
4) Recording Symptom Intensity: In the section to the right labeled “Intensity of Pain”, click and drag the scroll bar located on the visual analogue scale to a level that best describes the intensity of the patient’s pain.
5) Recording additional information: Type information in the text box labeled Comments to the right.
6) Restarting complaints: Select the complaint in the list of entered complaints and click “Restart Complaint” button at the
7) Delete complaints: Select the complaint in the list of entered complaints and click “Delete” button above the complaint box.
8) Recording multiple Symptoms: Click “Next Complaint” button and repeat steps 1-5.
9) Deleting Listed Complaints: Click the complaint listed in the “Entered Complaints” box and click button “Restart Complaint”.
10) Save and logout: Click the button “Done” to save recorded information and open the sign in window for the next patient.

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Patient Sign Out

Signing Out a Patient

1) Click “Sign Out”
2) Enter the patient’s username and password
3) In the following window select the phrase that best describes how the patient feels after treatment.

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Intake Forms

Medical History Tab

1) Click tab labeled “History”
2) Enter patient’s user name and password in the pop up window and click Ok.
3) Instruct patient to answer history questions by selecting appropriate radio buttons, check boxes, drop menus or date functions
4) Click button “Done” to save and exit the window.
NOTE: Additional information can be added to the patient’s history within the EHR section of the program.

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Outcomes Questionnaires Tab

1) Click “Questionnaire” tab
2) Enter patients user name and password in the pop up window and click Ok
3) Answer the question at the top of the window using the appropriate button.
4) Answer the questions in the form by clicking the appropriate answer
5) Click “Done” when form is complete to save and exit window.

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