Explore the EHR using a test patient

Overview

Getting acclimated to a new EHR can be daunting. We have created a test patient in each office key that will allow you to practice using the EHR outside of an appointment with a client. 

In order to test out the different functions you'll use in the EHR during a session you must create a visit on your calendar with a test patient. The instructions to do so are below in the Guided steps section. After creating a test appointment, you'll be able to open the test patient’s chart, create notes, explore where documents are held, and practice creating follow-up appointments.

Available test patients

Test patients have been created in the following Office Keys:

Guided steps

First create a hold in the provider’s calendar. To do so:

1. Right-click into a blank cell
2. Select New Hold
3. Click the dropdown menu under Appointment Type, scroll all the way down until you see Initial Psych Visit and select this type
   1. The color box to the right will auto-fill to Yellow. If you have selected the incorrect appointment type, the cell color will be another color.
      
      
4. Click the dropdown menu under Hold Reason and select Online Scheduling
   
   1. You'll notice that the Duration time will autofill to 60 minutes. Do not edit the time.
      
      
      
      
5. Click the dropdown menu under Telemedicine Visits and select ONLY.
   
   1. This step is very important. All appointment holds should have telemedicine only turned on.
6. Leave the field next to Patient Online Booking blank.
7. Click Save.

Next, add the Test Patient to the Hold:

1. Click on the Hold and select New Appointment

2. Search for the name of the test patient for your state (per the table above) in the search bar, select the patient and then Save.
   
   
   
   
3. You will then be able to open the patient's chart and test out the EHR.

Updated June 06, 2024 23:32