--- title: Clinical slug: portal-sub/hV1p-clinical docTags: createdAt: 2026-03-04T12:03:16.205Z --- ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/vCVLHd2icPJXSVwBlhvmF_rssfqz7tbapayqgnseox5rxrt8okbyka.png) User Manual Clinical ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/da3oeiG-skNlGwr2U4ttv_ngc89q-4xmolvjmz9wqmcoc2ho4pekk6w.png" size="66" alt="A blue and grey logo Description automatically generated" isUploading="false" initialPath="assets/_ngC89Q-4xMOLvjMz9wQMCOC2ho4PeKk6w.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/_ngC89Q-4xMOLvjMz9wQMCOC2ho4PeKk6w.png" position="flex-start" showCaption="false"} Suite 550 - 375 Water Street, Vancouver, British Columbia,Canada, V6B 5C6     Table of Contents [The Work Centre](docId\:hV1peX5JlpbR913QBdZX7) Work Centre Views The Waiting Room [Appointments Window](docId\:hV1peX5JlpbR913QBdZX7) Load Criteria Calendar Waiting Room “Being Seen” Area The Patient Holder Toolbar Icons for Appointments Display Updating Patient Status:  “Close Attendance” Printing the Appointment List for the Day Printing the Appointment List for Selected Appointments Only [Unsigned Transactions](docId\:hV1peX5JlpbR913QBdZX7) Reviewing Unsigned Transactions Transactions Toolbars Signing Off Transactions Making Notes on Transactions Adding a New Standard Annotation [Entering Clinical Details](docId\:hV1peX5JlpbR913QBdZX7) Family and Social History Entering Past History Entering Allergies Entering Measures Recording Current Problems Editing a Problem and Viewing History Entering Usual Medications Prescription Alert Factors [New Encounter ](docId\:hV1peX5JlpbR913QBdZX7) Filtering Recent Contacts Coding an Encounter in Rich Text format Using the SOAP Format Resolved/Unresolved Contacts Editing Encounters Using Inline Editing [Typing Templates and Images](docId\:hV1peX5JlpbR913QBdZX7) Editing an Existing Typing Template Creating a New Typing Templated Creating Typing Templates from Within a New Encounter Using a Typing Template Using Images with Typing Templates [Prescriptions](docId\:hV1peX5JlpbR913QBdZX7) Prescribing a Usual Medication Prescribing a New Medication Special Authority Forms Non-printing of Restricted Medications [Ordering Investigations](docId\:hV1peX5JlpbR913QBdZX7) Adding Investigations to the Preferred List Creating Sets of Investigations Creating Ad Hoc Investigations [Outward Referrals](docId\:hV1peX5JlpbR913QBdZX7) Creating an Outward Referral from the Work Centre [Interventions](docId\:hV1peX5JlpbR913QBdZX7) Adding an Intervention Viewing a Patient’s Interventions Completing an Intervention from a New Encounter Completing an Intervention from Work Centre [Chronic Disease Management (CDM)](docId\:hV1peX5JlpbR913QBdZX7) Creating a CDM Form from the New Encounter Screen Viewing CDM Forms from the Medical Record Viewing Flow Sheets from the Medical Record [Provincial EHR Express View](docId\:hV1peX5JlpbR913QBdZX7) # The Work Centre Typically, the **Work Centre** is set to open automatically when you log into Profile. You can also open it manually, using one of these methods: 1. Click the ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/3PjglHsG1xSbKzRELAbKv_8tdoirobocjquliwtseuxhk3qdlefkqxa.png" size="11" isUploading="false" initialPath="assets/8TDOiRObOCJQu_liwTseUXHK3qDlefkQxA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/8TDOiRObOCJQu_liwTseUXHK3qDlefkQxA.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  icon on the toolbar ::: 2. Go to **Organisation/Work Centre** on the menu bar. ## Work Centre Views The **Work Centre** consists of several views displayed on the segment list. The views you see may depend on your job role or level of access. Some of the more common views are: | **Today** | Summarizes the information and activities that are typically top priority for providers. | | ------------------------- | ---------------------------------------------------------------------------------------- | | **Appointments** | A view of filled and available time slots, waiting area, and exam rooms. | | **Billing** | View billing for the currently logged in provider. | | **Tasks** | A “to-do” list. | | **Referrals** | Patients who have been referred to other providers. | | **Unsigned Transactions** | All lab results and inward transactions (such as scans) requiring acknowledgement. | ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/9vBe3OYUpmG_HtIPlUFeE_74cjb8bze0iagydav5rycalrw8olocgg.png) The **Today** view has multiple calendars. The list of items on the right side of the window is called the **Category List**. The items in this list are based on filters that can be configured to show the information you want to see. ## The Waiting Room | The **Waiting Room** displays patients that have an appointment and have arrived and waiting to be seen. Patients who arrive as “walk-in” appointments automatically appear in the **Waiting Room**. The waiting time is displayed until the patient is noted as being “seen” by one of the following procedures:  | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/OW1Gn8Z-DgeBS7w8Pf5wP_z2izjxql7zthutnftdbaiglhpvcqjx3dvg.jpeg" size="41" isUploading="false" initialPath="assets/Z2IzjXql7zthUtnftdBAIGlHpVcqJx3dVg.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/Z2IzjXql7zthUtnftdBAIGlHpVcqJx3dVg.jpeg" position="flex-start" showCaption="false"} | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | - Select the patient from the waiting list and click the
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/LU70p72awKEXHOMAsY8f__gnodqcjz9fxm7ue-myar9kp2f2kybpa.jpeg" size="12" isUploading="false" initialPath="assets/gn_OdqcJz9FxM7UE-_myA_r9KP2F2kYbpA.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/gn_OdqcJz9FxM7UE-_myA_r9KP2F2kYbpA.jpeg" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"} icon on the toolbar, or :::
* Double-click the patient’s name to open the **Medical Record** window, or * Right-click the patient’s name and select **Is Seen** from the pop-up menu. | | # Appointments Window ## Load Criteria The **Load Criteria** allow you to determine which appointment information you want to display. You can specify the **POS** (place of service), **Prov** (provider), and **Date**: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/KiuRz-GGZlW7eY2jtI6rf_cgwas2rfz2dxomo7bxoosow7tjdrqgwg.png" size="44" isUploading="false" initialPath="assets/CgwA_s2rFz2dxOmo7BxOosow7Tj_dRqgwg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/CgwA_s2rFz2dxOmo7BxOosow7Tj_dRqgwg.png" position="flex-start" showCaption="false"} ## Calendar The **Calendar** displays the current month, allowing you to navigate by clicking on any day in order to view the appointment load for that day.   | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/D8_0Jxh-zIhvF-C5FQQgs_mfeym98uzm9jlfipeul3j64hcxap7u1aw.png" size="10" isUploading="false" initialPath="assets/MfEY_m98uzm9jLfIpeUL3j64hcXAP7u1Aw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/MfEY_m98uzm9jLfIpeUL3j64hcXAP7u1Aw.png" position="flex-start" showCaption="false"}::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/-14QbEwWWNivFJkzzxuLd_t0zvltbtflg5cu1cvngnwbpfcspoc7amsw.png" size="10" isUploading="false" initialPath="assets/t0ZvLTBtfLg5CU1CvNgnWbpFCSPoc7AMSw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/t0ZvLTBtfLg5CU1CvNgnWbpFCSPoc7AMSw.png" position="flex-start" showCaption="false"}
You can view a different month by selecting the
or
 arrows, or by clicking on the month name or the year and selecting a different month and/or year from the list. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/GOQyKzwFlcfQBth4vB8Lh_eopfo8mcvqyp86igx7xge63cycuplnrzdq.png" size="27" isUploading="false" initialPath="assets/EOpfo8mcvqYp86iGx7XGE63cyCUPLnrZdQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/EOpfo8mcvqYp86iGx7XGE63cyCUPLnrZdQ.png" position="flex-start" showCaption="false"} | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | HOT TIP | | | | The  
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/BpuwE-oNAZ73g_AIoHCKY_fv4ohkgedtuxnh-fkdvbic7wcc18kszzg.png" size="10" isUploading="false" initialPath="assets/fV4OHkGeDTUXn_H-FkDvbIc7wcc18ksZzg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/fV4OHkGeDTUXn_H-FkDvbIc7wcc18ksZzg.png" position="flex-start" showCaption="false"}
toolbar button will return the calendar to the **Today** view. | | | |
|
|
| ## Waiting Room  | The **Waiting Room** area provides a quick view of those patients who have arrived and are currently waiting to be seen, with a time clock kept of their waiting time. The patient arrival will automatically show in the provider’s **Work Centre**. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/pjlJLzUShKYu5mf071yzA_05amlaa-qhjirpgslvgf1cdqro2avwgzw.png" size="27" isUploading="false" initialPath="assets/05AmlAA-qhJIrpGsLvgf1CD_QRo2aVWGZw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/05AmlAA-qhJIrpGsLvgf1CD_QRo2aVWGZw.png" position="flex-start" showCaption="false"} | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ## “Being Seen” Area  | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/envGtEbc5lVTPSxW4W-qw_rzktnlrixgsoelwhx0xtstdmnxnz1y9ag.png" size="10" isUploading="false" initialPath="assets/RZKTNlrIxgSOElwHx0XtsT_DmnxNZ1Y9Ag.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/RZKTNlrIxgSOElwHx0XtsT_DmnxNZ1Y9Ag.png" position="flex-start" showCaption="false"}::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/kSyiOPadMYKQE8_rt2o_j_a0lfu-az9qdarb8ji-avf5s9rmhc-6bchq.png" size="10" isUploading="false" initialPath="assets/a0lFU-Az9QDarB8Ji-AVf5s9rMhc-6bchQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/a0lFU-Az9QDarB8Ji-AVf5s9rMhc-6bchQ.png" position="flex-start" showCaption="false"}
The **Being Seen** area lists those patients who have been shown to an examining room. It identifies which room they are in and which provider they are seeing. Patients who are presently with the provider are shown with the
icon, while those still waiting are marked
. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/WRvwpiheLt3R3u7mYA9SF_qsglh3pjtlkxhvnqkb2k2a0j9c7wdwbhq.png" size="27" isUploading="false" initialPath="assets/QsGLH3pJtLKxhVnQKB2k2a0j9_C7wdWbhQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/QsGLH3pJtLKxhVnQKB2k2a0j9_C7wdWbhQ.png" position="flex-start" showCaption="false"} | | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ## The Patient Holder  | The **Patient Holder** enables you to temporarily store a patient’s name and appointment details. A useful feature of the **Patient Holder** is that the patient can then be dragged to an appointment slot, and all patient details automatically recorded. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/-Kuqz_2Yq4eReN7X3rW4R_xnbd7wbqr16ersc0zi24knmlrzlez3ria.png" size="27" isUploading="false" initialPath="assets/xNb_D7WBqR16ERsc0zi24kNMlrZleZ3RIA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/xNb_D7WBqR16ERsc0zi24kNMlrZleZ3RIA.png" position="flex-start" showCaption="false"} | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ## Toolbar Icons for Appointments Display Several toolbar icons control the display of appointment information also called attendance load: | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/yl6PRV1Xz4hu7wDvl9o08_mdcpwvefzrsthlc1ttxg6np5iiv4mjekyg.png" size="12" isUploading="false" initialPath="assets/mDCPWveFZrStHLc1ttXG6NP5iIv4MjEkYg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/mDCPWveFZrStHLc1ttXG6NP5iIv4MjEkYg.png" position="flex-start" showCaption="false"} | Display appointments for one day, one week, or one month. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/yBU_-CZV_CthZE7iGMWAU_jxzqezrkmeg9ikqyd4tqijve7eztehy4w.png" size="10" isUploading="false" initialPath="assets/jxzqEzrKmeg9iKqyD4tQiJVe7eZTE_hy4w.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/jxzqEzrKmeg9iKqyD4tQiJVe7eZTE_hy4w.png" position="flex-start" showCaption="false"} | Display appointments for a group of providers at a time (for example, the Doctors group, or the Nurses group, or All Providers). This is called the **Multi provider view**. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/SBLCUBkUJjlpzjM75fery_nu2ztzlr5mt1jor1wq6wa4u8wtm94vwgoq.png" size="10" isUploading="false" initialPath="assets/nu2ZTZLr5mT1JOr1WQ6Wa4U8wTm94VwGoQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/nu2ZTZLr5mT1JOr1WQ6Wa4U8wTm94VwGoQ.png" position="flex-start" showCaption="false"} | Show or hide the **Navigation Bar** area. | ## Updating Patient Status:  “Close Attendance” Upon completion of the patient visit, the attendance must be closed: | - Right-click on the appointment (in the attendance location or the appointment slot), and select **Close attendance** from the pop‑up menu. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/HqU_17z1YvIAqvcEqDFbw_eysb3lnyubdkdmk3mot77x6ljjsyp5gg.png" size="15" isUploading="false" initialPath="assets/EYsb3lnYU_bdkDMk3mOt77_x6lJjSYP5gg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/EYsb3lnYU_bdkDMk3mOt77_x6lJjSYP5gg.png" position="flex-start" showCaption="false"} | | -------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | Either the provider or the administration staff can complete this step. The patient disappears from the exam room. The appointment slot is marked ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/7lb0RLbalVThSv0mRN5vN_dl0btvuvv6liymac7eux2rs2l4qdtjk8aw.png" size="10" isUploading="false" initialPath="assets/dl0BtvUVv6lIYMAc7eUX2RS2l4QDtJK8Aw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/dl0BtvUVv6lIYMAc7eUX2RS2l4QDtJK8Aw.png" position="flex-start" showCaption="false"}  to indicate that the attendance is closed. ## Printing the Appointment List for the Day 1. Open the **Appointments** view for the day in question. 2. Click the Print List ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/FAEBAHJ3dB1Ba-eNESLbH_zskadydq8lasbjw7m9p5-ht4el31chzrg.png" size="10" isUploading="false" initialPath="assets/ZsKADYDq8lAs_bjw7m9p5-HT4el31cHZRg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/ZsKADYDq8lAs_bjw7m9p5-HT4el31cHZRg.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  icon. ::: 3. In the confirmation screen: | - Click **All** to print the appointments for all displayed providers; *or* - Click **Selected** to print only the appointments for the highlighted provider. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/RYgJaAAsyrcQL5y8fegca_4hlr0rom6fpzqjguthvylgyevkctlainw.png" size="52" isUploading="false" initialPath="assets/4HlR0rOM6fpzQjgUT_HvYLgyevKctlaInw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/4HlR0rOM6fpzQjgUT_HvYLgyevKctlaInw.png" position="flex-start" showCaption="false"} | | ------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ## Printing the Appointment List for Selected Appointments Only To print appointments for a time range, follow the above steps, but: | - In the confirmation screen, select the **Appointments after/Appointments before** radio button, and fill in the desired times. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/RU4i2gT-sabgDsHB6IuVi_zdulvszgkth1qmt734zuwrhtmzl8hnq9g.png" size="46" isUploading="false" initialPath="assets/zdULvsZgKTh1QMT734zUWRhTMZl8HN_q9g.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/zdULvsZgKTh1QMT734zUWRhTMZl8HN_q9g.png" position="flex-start" showCaption="false"} | | -------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | # Unsigned Transactions Follow these instructions to view, annotate, and sign lab results. ## Reviewing Unsigned Transactions 1. Select the** Unsigned Trans **view   of the **Work Centre**, or Go to **Special/Show Unsigned Transactions** in the main menu. 2. Click on an unsigned transaction from the list to review it.  ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/NFQcVL8gWEm0JxORGBc9p_8qknllekicaagmnnvx6hnwwlnploa2twg.jpeg) ## Transactions Toolbars Several toolbar icons control viewing and signing transactions: | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ZltoO8RYfIND7ajtyn31D_xhxavd543-hi5b5mkrj-0meebj28wx2bha.jpeg" size="10" isUploading="false" initialPath="assets/XhxaVd543-Hi5b5mKrJ-0meeBj28wX2bHA.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/XhxaVd543-Hi5b5mKrJ-0meeBj28wX2bHA.jpeg" position="flex-start" showCaption="false"} | Mark a transaction as ready to be signed. Repeat this for other transactions you wish to sign in this session. | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------- | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/UgVH1tyhbyvuuV6XP0s2c_bpshcdqm-tzq9cony7djkohrngkbzzjsw.jpeg" size="10" isUploading="false" initialPath="assets/bpsHCDqM-TZQ9CONY7DjkOHrNGKbZzJ_sw.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/bpsHCDqM-TZQ9CONY7DjkOHrNGKbZzJ_sw.jpeg" position="flex-start" showCaption="false"} | Sign all ticked transactions at once. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Wce0MnZIT_gjGRQWIhift_dc4umtfznfa8uwfp4kzcy1i7jgqkbzzeka.jpeg" size="10" isUploading="false" initialPath="assets/dc4UmtFZNfa8UwFP4kzcy1i7jGqkBZzEkA.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/dc4UmtFZNfa8UwFP4kzcy1i7jGqkBZzEkA.jpeg" position="flex-start" showCaption="false"} | Forward the transaction to another user for action. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/_PaEpg153DRygEr9j1TDN_xd7golhnhotukklkvzonau05lfmvjfrfdg.jpeg" size="10" isUploading="false" initialPath="assets/xD7golhNHotUkKlKvzONaU05LFMvJFRFDg.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/xD7golhNHotUkKlKvzONaU05LFMvJFRFDg.jpeg" position="flex-start" showCaption="false"} | Delete the transaction. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/EWqw1fMjoRI1i8SqBSSm2_0rdnil8vmshodhpdnuhvj0lsbyuc0gpqg.jpeg" size="10" isUploading="false" initialPath="assets/0RDnil8VMSHodHPDnuH_Vj0lsbyuc0gPQg.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/0RDnil8VMSHodHPDnuH_Vj0lsbyuc0gPQg.jpeg" position="flex-start" showCaption="false"} | Move the transaction to a different patient’s medical record. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/A9N8jmlWs8IFGaaP93AJv_3vd5ezzrhu9wn5pp76sbggrh7whc53hnuw.jpeg" size="10" isUploading="false" initialPath="assets/3vD5ezZrHu9wn5PP76SbggRH7WhC53HNUw.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/3vD5ezZrHu9wn5PP76SbggRH7WhC53HNUw.jpeg" position="flex-start" showCaption="false"} | Assign a specific privacy role to the transaction. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/dtX58s3XFYI2Qk4bwnFtR_ixqqd64olycrebxrjuh9krjh3cezatazg.jpeg" size="10" isUploading="false" initialPath="assets/IxQqD64oLyCREbxrjuH9KrJ_h3CeZATazg.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/IxQqD64oLyCREbxrjuH9KrJ_h3CeZATazg.jpeg" position="flex-start" showCaption="false"} | Refresh the list of transactions. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/iG19FkJHNVUMBy7r9mFMW_xmktuq5j1yzoazh1guqqq1aeknqchkqww.jpeg" size="10" isUploading="false" initialPath="assets/XmktUq5J1YZOAzH1guqQ_Q1AEkNQCHKQWw.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/XmktUq5J1YZOAzH1guqQ_Q1AEkNQCHKQWw.jpeg" position="flex-start" showCaption="false"} | Process transactions by stepping through them in order. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/bOAwxN9bwttasQfdL04dt_tptrqzodkgn8ltebakytoemiwcimeu6jzq.jpeg" size="10" isUploading="false" initialPath="assets/TPTrQzOdkgN8LtebAkYtoeMIwcimeu6JzQ.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/TPTrQzOdkgN8LtebAkYtoeMIwcimeu6JzQ.jpeg" position="flex-start" showCaption="false"} | View a list of the last five transactions signed. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/x_wJWNhhj-ak1lFgAVF0j_7v4dzttxpjjplue-ycftryha2usbjuklq.jpeg" size="10" isUploading="false" initialPath="assets/7v4DZTtX_PjjPlue-YCfTRyha2USBjUkLQ.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/7v4DZTtX_PjjPlue-YCfTRyha2USBjUkLQ.jpeg" position="flex-start" showCaption="false"} | Expand all the transactions in the list. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/GSGCvP9GkzmKhbWO3wlqM_y1ad5cx-lllucqpgwvdu6zy9bihsvxdbq.jpeg" size="10" isUploading="false" initialPath="assets/-y1ad5cx-llLUCqPGWVDU6zY9BIHSVXdBQ.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/-y1ad5cx-llLUCqPGWVDU6zY9BIHSVXdBQ.jpeg" position="flex-start" showCaption="false"} | Collapse all the transactions in the list. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/jIXHA3OscChSzPAZrq5ZS_vkdy1obdsevasedx7fcv2rdc6ro-h0zha.jpeg" size="10" isUploading="false" initialPath="assets/vKdy1ObDSEVaSEdx7FCv2RDc6Ro-H_0ZHA.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/vKdy1ObDSEVaSEdx7FCv2RDc6Ro-H_0ZHA.jpeg" position="flex-start" showCaption="false"} | Sign an individual transaction. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/PxPulJIFx2FZ4MFR09eT__shtwej-q3vc3ftqf2tqddwtt-dzt4b1ttw.jpeg" size="10" isUploading="false" initialPath="assets/SHtweJ-Q3Vc3ftQf2TqddwTT-dZT4b1ttw.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/SHtweJ-Q3Vc3ftQf2TqddwTT-dZT4b1ttw.jpeg" position="flex-start" showCaption="false"} | Sign a transaction and automatically add an annotation of “Return.” | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Q5DpXQVCfS2CT0Qbj4IwB_t8upqkgkzp9omo1yghe2zq6kmfgt95hcfq.jpeg" size="10" isUploading="false" initialPath="assets/T8uPqkgkzp9Omo1yGhE2Zq6kMFGT95HcfQ.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/T8uPqkgkzp9Omo1yGhE2Zq6kMFGT95HcfQ.jpeg" position="flex-start" showCaption="false"} | Sign a transaction and automatically add an annotation of “Discuss.” | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/CcXsUlAl-BYhQ5ZVqibn-_fmn8j5lhest2wsczfrl-eshmm2scb6eoiq.jpeg" size="12" isUploading="false" initialPath="assets/FMn8J5LHEst2wSczFrl-eShMm2sCb6eOiQ.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/FMn8J5LHEst2wSczFrl-eShMm2sCb6eOiQ.jpeg" position="flex-start" showCaption="false"} | Add a manual annotation to the transaction. | ## Signing Off Transactions Once a transaction has been viewed, it can be signed with one of the following procedures: - Select the transaction, then click the ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/rCjjluwGv3b9HBOnzfsc__wowso68mdiss-tzu-c-dehpjvtekqfqig.jpeg" size="10" isUploading="false" initialPath="assets/wO_wSO68mDiSS-TzU-c-DEhPjVtEkQFQIg.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/wO_wSO68mDiSS-TzU-c-DEhPjVtEkQFQIg.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  button, or ::: - Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/dgstX4klCiwkMTm22ciMY_lt3gukfsyiadcvufbnrzj7-89nfndi1fg.jpeg" size="10" isUploading="false" initialPath="assets/lt3g_uKfsYIADCvuFbnRzJ7-89nfNDi1fg.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/lt3g_uKfsYIADCvuFbnRzJ7-89nfNDi1fg.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} to place a tick next to transactions as you view them, and then click ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/lhd8jxnpC2fPnxn3wh62O_iljspi6vy0zxbzessec9yl4nmjpuluvjq.jpeg" size="10" isUploading="false" initialPath="assets/iLjSPI6v_y0zXBZEssEC9YL4nMjPulUVJQ.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/iLjSPI6v_y0zXBZEssEC9YL4nMjPulUVJQ.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}   to sign them all at once. ::: | **HOT TIP** | | | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | - | | You can sign a transaction either at the root (the patient’s name) or by the individual transaction; either way it will sign ALL the transactions in that tree (even if you sign a single transaction that is a part of several in that tree. | | ## Making Notes on Transactions To add a manual note to a transaction called annotation: 1. Select the transaction, and then click the ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Y_s1Xmxl0K-nhnUWiG3bZ_5cqzppvkfv4eoazjyjxsvcd4vifdll9v5g.jpeg" size="12" isUploading="false" initialPath="assets/5CQzpPvkfV4EOazJYjxsvCD4ViFdlL9V5g.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/5CQzpPvkfV4EOazJYjxsvCD4ViFdlL9V5g.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} button. The **Annotate** window appears: ::: | 1. Add an annotation by either typing the required text in the upper box or double-clicking on one of the standard annotations in the lower box. 2. In the **Task** field, select the required option from the drop‑down menu and enter the user or group name in the **for** field. Once the annotation is saved, the task will be sent to the appropriate person or group and includes two links: one to the transaction and one to the patient’s **Alter Patient** screen.   | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/9dXj0-6CjWMGhvFTqwdQd_tbidlrkjhxg0umwiwqnf6sb3ail3yu4tbq.jpeg" size="52" isUploading="false" initialPath="assets/tbIDlRKJHXg0UMWiWQNF6Sb3Ail3yU4tBQ.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/tbIDlRKJHXg0UMWiWQNF6Sb3Ail3yU4tBQ.jpeg" position="flex-start" showCaption="false"} | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 1. To close this window, select one of the following options: 2. Click **Annotate** to add the annotation to the transaction, but leave it unsigned. 3. Click **Annotate and Sign** to add the annotation and sign it at the same time. 4. Click **Cancel **to cancel the annotation and the task.  | **HOT TIP** | | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | - | | If one transaction tree (patient) has multiple transactions, you can only annotate the individual transaction. If you select the root level showing all the transactions within that tree, the **Annotate **function will not be available. | | ## Adding a New Standard Annotation To add an annotation to the list of standard annotations: 1. While the **Annotate** window is open, click the ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/wuZXxq1YLsWK60YI2ofyq_ei-n6wcrkxawbmyz6ufflc1mn16np0s0fg.jpeg" size="10" isUploading="false" initialPath="assets/EI-N6wCRkxaWBmYZ6uffLC1Mn16Np0s0fg.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/EI-N6wCRkxaWBmYZ6uffLC1Mn16Np0s0fg.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} button. The **Create Annotation **window appears. ::: | 1. In the **Description** field, type the desired text.   2. If appropriate, enter a **Plural form**. 3. Click \[**OK]** to add the annotation to the standard list. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/oM2Ali1Zpj1W9PCwQ8mq-_yqc4c1b1uaoukeepkbjy0ogqqwyzbkkhw.jpeg" size="59" isUploading="false" initialPath="assets/yQC4c1b1UAOUkeEPKbjY0OgQQ_WYzbKKHw.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/yQC4c1b1UAOUkeEPKbjY0OgQQ_WYzbKKHw.jpeg" position="flex-start" showCaption="false"} | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | # Entering Clinical Details ## Family and Social History Information entered into the **Family/Social History **tab is displayed in the patient’s **Medical Record** on the **Summary** tab. To add the patient’s family or social history, follow this procedure: 1. Open the **Clinical Details** window for a patient. 2. Select the **Family/Social History** tab. | 1) Click in the **Family History** field and enter narrative details about the patient’s family history.  | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ITOrloTly0FUAhU2_vxmc_ffhmdmjysmgjuulq9o0rfxzvkpdhja7fw.png" size="27" isUploading="false" initialPath="assets/fFhMdMjySmGJuulq9O0rfxz_VKpDHJA7fw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/fFhMdMjySmGJuulq9O0rfxz_VKpDHJA7fw.png" position="flex-start" showCaption="false"} | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | You can also enter family history information using data fields. This will allow you to perform family history data base queries based on relationship, diagnosis, age and status of a family member to the patient.
* Click in each field to enter the information. | | | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/8C9oM7tUJM7yA8qK7PCoR_zhhcrlcm86sfaswbxodrb3cwujagdo02wg.png" alt caption} | | | HOT TIP | | | ------------------------------------------------------------------------------------------------------------------------- | - | | If the family member is a patient at your practice; click in the **Patient** column and type in the family member’s name. | | 1. Click in the **Social History*** *field and enter details about the patient’s social history. If required, use the toolbar to format the text: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/KoGEU90e-UfKv9p01cdYh_8asqtjguwyjpjuiic7ulh4fvdv1emq1aq.jpeg" size="10" isUploading="false" initialPath="assets/8aSQtjGUwyjpJUIic7ul_h4fVDv1Emq1aQ.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/8aSQtjGUwyjpJUIic7ul_h4fVDv1Emq1aQ.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}                Default. Gives the selected text a low amount of emphasis. ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/GM57tQkwJenj3gAnyJbps_fsy1oklhbvsam9xv2mbzv9vrn9zk5p8exa.jpeg" size="10" isUploading="false" initialPath="assets/FsY1OKLHbvsAM9xV2mBZv9Vrn9ZK5P8EXA.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/FsY1OKLHbvsAM9xV2mBZv9Vrn9ZK5P8EXA.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}                Gives the selected text a medium amount of emphasis. ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/E3VPK6HnbbLJ3_AEDr9Ry_2ln3y2l3bilwr1c1g-8dwqel77iriq1mw.jpeg" size="10" isUploading="false" initialPath="assets/2ln3y2l3BilWR1c1g-8DwqEl77Ir_Iq1Mw.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/2ln3y2l3BilWR1c1g-8DwqEl77Ir_Iq1Mw.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}                Gives the selected text a high amount of emphasis. ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/NBFDYY6R8OglO30UUr752_0bjmg0j046jjcthtw78mjs920go96vv4q.jpeg" size="10" isUploading="false" initialPath="assets/0BJmg0j046JjCtHTw78mJS920GO96_vv4Q.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/0BJmg0j046JjCtHTw78mJS920GO96_vv4Q.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}      Changes the alignment of the selected text (left, center, or right). ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/VfJ6su0F18mY-pmb1gyLo_snqs7meyseiw203teutaqoo9qarjpum3rg.jpeg" size="10" isUploading="false" initialPath="assets/sNqs7MeySEiW203TEUtAqOo9qARjpum3Rg.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/sNqs7MeySEiW203TEUtAqOo9qARjpum3Rg.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}                Makes the selected text a bulleted list. ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Ef0v4cBwX7Jx1uM5BHqiU_kyf6tdl2oc3d0vnzwebq8rhugol-lwrl6q.jpeg" size="10" isUploading="false" initialPath="assets/kYF6tdL2oC3D0vNzwebq8rHUGOl-LwRL6Q.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/kYF6tdL2oC3D0vNzwebq8rHUGOl-LwRL6Q.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}           Decreases or increases the indent of the selected text. ::: ## Entering Past History To add coded past history items for the patient, follow this procedure: 1. Open the **Clinical Details** window for a patient. 2. Select the **Past History **tab. 3. Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/TYYGvyIbAHyHBRWMYWsTL_48wxwdppvv6y5bg9jfap6kxzxrkkqmkxqq.jpeg" size="10" isUploading="false" initialPath="assets/48wxwdPpvv6Y5bg9JFap6KxZxrKkQmkXQQ.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/48wxwdPpvv6Y5bg9JFap6KxZxrKkQmkXQQ.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} . The **Add Problem** window opens. When you add a problem through the **Past History** tab, the default **Status** is “Inactive”. ::: | **NOTE:** | | | --------- | - | If you click the down arrow you can select to add a problem of a particular type: **Diagnosis**, **Procedure**, or **Social/Risk**. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/O0v0V4YB3JBMXrAi5ykrf_eph1i3kjvut3ri0uomttu7ysy1traejjq.jpeg) | 1. Enter a **Code** in one of the following ways: 2. Type the ICD-10 number. 3. Type part of the name. A list of possible matches is shown. Double-click the required code from the list. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/GK0bcUlVuu_KAHioFa66m_umrwbbvld-ftbwocdoahwbat3ks0neoj5a.png" size="49" isUploading="false" initialPath="assets/UmrWbbVLD-ftBWocdOaHWBat3KS0NeOJ5A.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/UmrWbbVLD-ftBWocdOaHWBat3KS0NeOJ5A.png" position="flex-start" showCaption="false"} | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | 1) Enter any other required details.  2) Click **OK** to save this problem. | | ## Entering Allergies The **Allergies **tab allows the addition of adverse reactions to a patient, which can be linked to the formulary or a disease code. It can also be unlinked, for example “allergy to peanuts”. To add allergies: 1. Open the **Clinical Details** window for a patient. 2. Select the **Allergies** tab. 3. Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/3MSjAavk87M2w1bNTLmjk_cpgdbkrl8-akp8jjw2yy3sf8umzghg9rhg.jpeg" size="10" isUploading="false" initialPath="assets/cPGdBkRL8-AKp8jjW2Yy3Sf8UMzghg9RHg.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/cPGdBkRL8-AKp8jjW2Yy3Sf8UMzghg9RHg.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} . The **Add Problem** window opens.  ::: ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/irspbnJwftUn2iWidRb-W_quvxs9zb5s1pezy-sqnqaugnkbjowrww.jpeg) | HOT TIP | | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | - | | Place a tick in the **No Adverse Reactions Recorded** to formally record that a patient has no known allergies. If you subsequently add any adverse reactions to this patient, the box will automatically be unchecked. | | 1. Enter a **Code** in one of the following ways: 2. To enter an uncoded allergen, type the name of the allergen. Enter any other required details, and click **OK** to save the allergy. 3. To enter a coded allergen and link it to the formulary, click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/JYbfXsQqRiwWMF_Quqaol_rxyzs75dwntlimkt3esemqq6g51radldg.jpeg" size="10" isUploading="false" initialPath="assets/RxYzS75DwNTLimKT3esemQq6g51r_Adldg.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/RxYzS75DwNTLimKT3esemQq6g51r_Adldg.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} to search the formulary. The **Select Disease Code** window opens: ::: | 1. Enter the allergen and click **Search**. 2. Double-click the required allergen from the search results. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/gdN30MrkOWa3Ex3cvSDH8_mwjfm1he4m9peetcsexmo-smg45h5-wa.png" size="74" isUploading="false" initialPath="assets/mwJfm1H_E4M9pEEtC_sExmo-sMG45h5-WA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/mwJfm1H_E4M9pEEtC_sExmo-sMG45h5-WA.png" position="flex-start" showCaption="false"} | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | 1) Click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/mWdx4Hh8qakAPlW9y6Nbf_lqiwkpelydgiu7aub8ptfyd-j5rivjiow.jpeg" size="10" isUploading="false" initialPath="assets/lqIwKPeLYdgIU7Aub8pTfyd-j5RIVJ_IOw.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/lqIwKPeLYdgIU7Aub8pTfyd-j5RIVJ_IOw.jpeg" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"} in the **Nature** field to select the nature of the allergy. :::
2) Optionally, a severity may be selected at the bottom of the window using the **Severity** drop-down list. This is later displayed in the **Allergies** tab. 3) Click OK to save. | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Lmek0-Uov7O-4rjvTW5kH_6wqez4rlyqanq3p-niikkxtswovfuthktw.png" alt caption} | ## Entering Measures To add measures: 1. Open the **Clinical Details** window for a patient. 2. Select the **Measures** tab.  By default, three key measures are available in the **Transaction** panel: height, weight, and blood pressure. Different items can be added. | 1. In the **Source** field, select **Embedded observations**.  2. Double-click the desired observation from the **Available Items** panel. | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/yD7Jzy5V0q_w_50hihqIQ_ljsyb4klomcd0fijjzav9sgpspslwq9byq.png" alt caption} | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------- | | 1) In the **Transaction** panel, if required, enter the **Date** and **Time** for the observation. If nothing is entered, it will default to the current time and date. 2) Click in the **Value** field and enter the measurement. 3) Double-click in the
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/_KNqxk7CDkcH9uUIFjRSx_cwcevsqrgosjmxlgdd9pyspuy9xzzkwg.jpeg" size="10" isUploading="false" initialPath="assets/-cWcEvSqrgOSjMxlgDd9pYspu_y9xZZkwg.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/-cWcEvSqrgOSjMxlgDd9pYspu_y9xZZkwg.jpeg" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}  column to indicate that the value is abnormal. ::: | | ## Recording Current Problems To add coded problems for the patient: 1. Open the **Clinical Details** window for a patient. 2. Select the **Problems **tab. 3. Click   ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/8gx0hhMzuKVvrigDUPVPJ_t2bcz6hfsdagz9plkc0ipsga79abtbrx6w.jpeg" size="10" isUploading="false" initialPath="assets/T2bcz6HfSdaGZ9PlKC0iPSga79AbtBrX6w.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/T2bcz6HfSdaGZ9PlKC0iPSga79AbtBrX6w.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} . The **Add Problem** window opens. ::: | **NOTE:** | | | ----------------------------------------------------------------------------------------------------------------------------------- | - | | If you click the down arrow you can select to add a problem of a particular type: **Diagnosis**, **Procedure**, or **Social/Risk**. | | ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/lqsMvVO4_L_bsNYEETAaq_or-ryd1tw2jznpf5jhv4cefazvsqqamnkq.jpeg) | 1. Enter a **Code** in one of the following ways: 2. Type the ICD-10 number. 3. Type part of the name. A list of possible matches is shown. Double-click the required code from the list. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Ncz0xQipo4VaUQA3B0dsT_vu0mvjvm15nmhn09c2xgkcfmltin9bew.png" size="49" isUploading="false" initialPath="assets/Vu0mvjvM15NMHN0_9c2X_GKCfMlTIN9Bew.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/Vu0mvjvM15NMHN0_9c2X_GKCfMlTIN9Bew.png" position="flex-start" showCaption="false"} | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | 1) Enter any other required details.  2) Click \[**OK]** to save this problem. | | ## Editing a Problem and Viewing History  1. To edit a problem, double-click on the problem. This opens the **Problem** window. 2. Make the changes and click \[**OK]**.  3. To view the history of the edits, double-click on the problem to open the **Problem** window. | | 1) Click the **History* ***tab to view the edits. 2) Select the version in the list on the left to view the respective information on the right. | | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/lYFuCbufFE9Z68E4BQODT_lrta62gpaevqk8rb0y1w5z9gwgixt2jwew.png" alt caption} | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------- | | HOT TIP | | | | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/bf3zNsHiZtglNgzxyvEUp_k3cdbfanpmuph0jziatvuuwkujmbn6ozea.png" size="10" isUploading="false" initialPath="assets/k3cdBfaNpMuph0JZiaTVUUwKujmbN6OzeA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/k3cdBfaNpMuph0JZiaTVUUwKujmbN6OzeA.png" position="flex-start" showCaption="false"}::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/K5oGI4USz3G3s9WmNpFmw_ukmlqlphhy-ysm4emtgqggwdd7qqdz1cjq.png" size="10" isUploading="false" initialPath="assets/UKmlQlPHhy-YSM4emTgQGGwDD7qQdZ1cJQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/UKmlQlPHhy-YSM4emTgQGGwDD7qQdZ1cJQ.png" position="flex-start" showCaption="false"}
You can also view this information in the **Medical Record/Problems** view by selecting the problem and clicking
to show the detail panel. Click
 again to hide the panel. | | | | |
|
|
|
| ## Entering Usual Medications The Usual Medications list enables you to see what medications a patient is regularly on and makes prescribing the medication faster on subsequent visits. Follow these procedures to add a medication to a patient’s usual medication list: 1. Open the **Clinical Details** window for a patient. 2. Select the **UsualMedications** tab. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/32h9plPCJGzzRdmSq73Uq_wzsua-hcczxxfs4lwjj1gpalh0-azieaw.png) 1. Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/mKtrAFyMNNhRhDg9hwxS9_sapeireydextwdnmstgrhxgwh04ozxynfw.jpeg" size="10" isUploading="false" initialPath="assets/SApEIreyDexTwdnmStGRHXgWh04oZxynfw.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/SApEIreyDexTwdnmStGRHXgWh04oZxynfw.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} . The **Formulary **window appears.  ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/C8tKSKHJqwbLjiK6QoRaV_0wwfygdyzovgnvrrm2m4yr0-piecwmmma.png" size="84" isUploading="false" initialPath="assets/0WWF_YgDYZOvgNvrRM2M4YR0-PIecWmmMA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/0WWF_YgDYZOvgNvrRM2M4YR0-PIecWmmMA.png" position="flex-start" showCaption="false"} 1. Enter at least the first two letters of the medication in the field below the toolbar. 2. Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/m7yV8jPlKoMO7Pk_y_ju4_yhk4rz2g4yrdmdxm0fokqqeqyg2wtkyc0g.jpeg" size="10" isUploading="false" initialPath="assets/yHk4Rz2g4YRdmDxM0fOkqQEQYG2wtKYc0g.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/yHk4Rz2g4YRdmDxM0fOkqQEQYG2wtKYc0g.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} or press **\[ENTER]. **The results of the search appear in the panel below. ::: Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/nOeN46fUhtWHXa044bk-e_t6wz41vs4f4auoiszi9hfbdvnpqntcxzjw.jpeg" size="10" isUploading="false" initialPath="assets/T6wZ41Vs4F4aUoISZi9HfbDvnpqNtCxzjw.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/T6wZ41Vs4F4aUoISZi9HfbDvnpqNtCxzjw.jpeg" position="flex-start" showCaption="false"}  beside the required medication to view a list of existing instructions. You can either: - Click an existing instruction and click \[**OK]**, or - Double-click on **\.** The **Instruction** fields appear: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/DFoIiGV3mlRFKJ36P-Sm3_ztobmt7zuagr6vfvbds1j5tojsprflrzeg.jpeg" size="83" isUploading="false" initialPath="assets/ZtObmT7zuagr6VfVbdS1j5ToJsPrflrZEg.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/ZtObmT7zuagr6VfVbdS1j5ToJsPrflrZEg.jpeg" position="flex-start" showCaption="false"} 1. Enter the required information, and ensure the **Remember** box is checked if you would like to use this instruction for future prescriptions. 2. Click \[**OK]** when finished.  | HOT TIP | | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | - | | The \[**OK]** button is only available when the prescription is complete to keep you from accidentally printing an incomplete prescription.
Right-click in the **Dose** and **Freq** fields to add a dose form or frequency from the options in the drop-down lists. | | ## Prescription Alert Factors The bottom of the **Usual Medications** tab in **Clinical Details** lists various prescription alerts that may apply to the patient. Selected prescription alerts will trigger a warning during the prescription process when an applicable medication is prescribed. Alternatively, this view is also accessible in the **Medical Record** inside the **Medications** view. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/sYt9oLV_Xn6DgRH0e2yZ-_rwnw9mneu9xvi20vcr3rffyrpypjwwkwa.png" size="95" isUploading="false" initialPath="assets/RWnW9MNeU9xVI20vcr3_RFfYrpypjwwKwA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/RWnW9MNeU9xVI20vcr3_RFfYrpypjwwKwA.png" position="flex-start" showCaption="false"} # New Encounter The **New Encounter** window is used to record clinical notes about a contact and perform any necessary actions. To open a patient’s medical record to the **New Encounter** window: 1. Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/nAvoSwUdrbp2zHA5okxjF_udlltihdqjeg7kilmgdlfz3cnsv8ulnvga.jpeg" size="12" isUploading="false" initialPath="assets/UDlLtIhdQjeG7KILMGdLfZ3CNsV8uLNVgA.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/UDlLtIhdQjeG7KILMGdLfZ3CNsV8uLNVgA.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  in the Toolbar, or ::: 2. Select **Clinical/New Encounter **from the menu bar, or 3. Double-click on the patient’s name in the **Waiting Room** area of the **Work Centre**. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/57m8g4MduX_g31BXilcAh_n1t9gkvixc2jxqldp8nojg8j6g8ifqppq.png) The **upper part of the segment bar** in the **New Encounter** window allows you to go to other portions of the medical record. You can go to another portion of the medical record at any time, and then return to the **New Encounter** to finish your notes. The lower part of the segment bar in the **New Encounter** window is the **Actions Panel**. This is used to perform new actions such as prescriptions, referrals, etc.  The right part of the **New Encounter** window is the **EMR Actions Panel**. This panel lists all the actions performed during the encounter. These actions will be transferred into an encounter text on exiting the **New Encounter** window. The most common New Encounter toolbar icons are: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/MgjyRl-4-ePLclqA1F7JK_i7yhzejp1mjpscqwpaufugcwn4ishwzjvw.png" size="25" isUploading="false" initialPath="assets/I7YHzEJp1mJpsCqWpaUfuGcwN4IShwZJVw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/I7YHzEJp1mJpsCqWpaUfuGcwN4IShwZJVw.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  Save or Print the current encounter. ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/1XfXRAGSWLss-OtvPTdtq_i-42-ckilzcc6w8hnjkgqu4ckeeshj0nfa.png" size="21" isUploading="false" initialPath="assets/i-42-cKIlZCC6w8hnjkgQU4ckeEsHj0nFA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/i-42-cKIlZCC6w8hnjkgQU4ckeEsHj0nFA.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  Create or Delete a problem within the new encounter. ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/wTy4lRc_NEhh9mf_h5hQe_bvxzila1nf7amze7ex4tha7ikhsixuymza.png" size="10" isUploading="false" initialPath="assets/BvXzila1nf7Amze7eX4THA7iKHsixuYmzA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/BvXzila1nf7Amze7eX4THA7iKHsixuYmzA.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  Edit encounter properties (time, date, provider, etc.). ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/v2sNHmhy2euQA8aQBFva9_xe2b7f-hqc1u2yz8sr0qnpugldni1otlg.png" size="10" isUploading="false" initialPath="assets/xe2b7f-hQC1U2YZ8SR0QNPuGl_Dni1OTLg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/xe2b7f-hQC1U2YZ8SR0QNPuGl_Dni1OTLg.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  Insert picture into current encounter. ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/mtshT6pL_9L4TJmLkspTA_byeez1tumbb16kwxoxpscaf33slsa334a.png" size="10" isUploading="false" initialPath="assets/_bYEEz1TumbB16KwXOXPScaf33Slsa334A.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/_bYEEz1TumbB16KwXOXPScaf33Slsa334A.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} Access **Clinical Details** for current patient. ::: ## Filtering Recent Contacts The **New Encounter** window defaults to the **Review** view, showing the patient’s problem list and recent contacts. To filter recent contacts by a specific problem: - Select a problem from the list, and then check **Dynamic**. The **Recent Contacts** panel will then show only the last five contacts relating to the selected problem. ## Coding an Encounter in Rich Text format When a new encounter is created, the first contact is automatically labelled *Problem 1*. To code the contact, follow one of these procedures: - Drag and drop an item from the problem list in the **Actions Panel** onto the **Problem 1** label, or - Click the **Problem 1*** *label. The **Contact Properties** window opens. | 1. Code the contact with either a diagnosis code or a text description: 2. For **Diagnosis**, type the ICD‑10 number. 3. For **Diagnosis***, *type part of the name. A list of possible matches is shown. Double-click the required code from the list. 4. Check **Add to Problem List** to add the diagnosis code to the patient's problem list.  5. Click \[**OK]**. 6. The **Problem** window will appear, enter any additional information, click** \[OK]**. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/AX7iWOTCn_wPFQFmjlOGz_8rhvrdob3ggp0rfofvuixhxrwb6c-qqs1a.jpeg" size="50" isUploading="false" initialPath="assets/8RHVrdOB3gGp0rfofVuIxHxrWb6C-QQS1A.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/8RHVrdOB3gGp0rfofVuIxHxrWb6C-QQS1A.jpeg" position="flex-start" showCaption="false"} | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ## Using the SOAP Format Entering clinical notes using the SOAP concept ensures the information is recorded based on a consistent structure, while still allowing relative freedom and flexibility. To set the encounter style to the SOAP format: 1. Go to **Organization/Preferences/Clinical** in the main menu. 2. Select the **Encounter*** *tab.  3. In the **Edit encounters style*** *dropdown, select **SOAP**.   4. Click \[**OK]** to save the change and close the **Preferences** window. The SOAP notes format will take effect **after** closing and re-opening the **Medical Record** window. | To code an encounter in SOAP format:
1) Click in the **Dx** field and enter the diagnostic code. 2) Check the **Problem List **box to add this diagnosis to the problem list. 3) The **Problem **window will appear; enter any additional information and click \[**OK]**. | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/d29f5nB_BpadBMV11UiR2_tcaqww3vzgqjjmh5bnezgq9iitqctbzya.jpeg" alt caption} | | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------- | ## Resolved/Unresolved Contacts Unresolved contact means that the notes for the specific encounter have not been finished. All “unresolved” contacts will be listed under Contacts view of the **Work Centre** window for the logged in provider. 1. Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/t5KDSTI8j4_F17PG60Ivr_lx1ze5tynbnluvmepn6vdl29jyyzfa0tsq.png" size="10" isUploading="false" initialPath="assets/LX1ze5tynbNLuvMEPn6vdl29jyyZfA0tSQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/LX1ze5tynbNLuvMEPn6vdl29jyyZfA0tSQ.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  to mark the unfinished contact unresolved. ::: 2. Go to **Work Centre/Contacts.** 3. A list of unresolved contacts will appear. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/5mGwcDeVNziAwy0Jq6XlW_sycbmby8xzhcfrdiltgp8pz7yn6zdnp7fg.png) 1. Double click on the **Contact** you wish to open and edit. 2. The **Encounter** window will appear for that contact.  3. When you are finished with your encounter click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/OwtXPPM6ErhYnEPE7FScf_21kdrdqfu0zukzrijwxgqzw-ns1zxnbs9a.png" size="10" isUploading="false" initialPath="assets/21kdRdQfU0ZUkzrIjWxgQZw-ns1zxNbs9A.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/21kdRdQfU0ZUkzrIjWxgQZw-ns1zxNbs9A.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} to label the contact/problem “Resolved”. This will remove the encounter from your **Contacts** list. ::: ## Editing Encounters Encounters can be edited in the medical record. The edited encounter will be a version of the original encounter, which will be dated and accessible. 1. Click on the **Encounters** view in the **Medical Record** window. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/n03uHvb_kSTR-SBTGtl9U_qthoipj0qvk0vrjqzs8jskbrokiv6qmwxg.png) 1. To edit an encounter, in the **Encounters** view of the **Medical Record** window, double-click on the encounter that you wish to edit. This opens the encounter:  ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/jDDrMbGhJTTSe9ofTmxWM_xra7ooaacl62vo9nu3tny3l3vpm2iqpwrg.png) 1. Make the changes, and close the window or click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/_ntc8YMKDn4S3oz1bYJ2G_lmev8mniwobllkyo0lwvtnl70odhtul7gq.png" size="10" isUploading="false" initialPath="assets/lMev8MNIWOBlLkYO0lWVTNl70ODhTuL7GQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/lMev8MNIWOBlLkYO0lWVTNl70ODhTuL7GQ.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} in the **Encounter** window toolbar. ::: ## Using Inline Editing Observations commonly entered in clinical notes such as height, weight, and blood pressure are recognised as clinical observations and stored in the contact as blue underlined text. Observations can be edited by clicking on them and typing over them.  While in a Contact: | If you type… | It will display in the Contact as… | | ------------------------ | ---------------------------------- | | BP 120/80 | BP 120/80 mmHg | | Height 170 *or* Ht 170 | Height 170cm | | Height 1.5m *or* Ht 1.5m | Height 150cm | | Weight 75.3 *or* Wt 75.3 | Weight 75.3kg | | Temp 37.6 | Temp 37.6 C | | PR 140 | Pulse Rate 140 | # Typing Templates and Images Typing templates give you the ability to quickly enter complex or repetitive text into Profile. ## Editing an Existing Typing Template 1. On the main menu, go to **Maintain/Templates/Typing.** ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/vrsrNa6Bww4virepZmQfU_qo5dkei4kq1d0rlu8airuoutliv73bf5ta.png" size="83" isUploading="false" initialPath="assets/QO5dkei4KQ1d0rlU8aiRuoUtLIV73bF5TA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/QO5dkei4KQ1d0rlU8aiRuoUtLIV73bF5TA.png" position="flex-start" showCaption="false"} 1. Double-click an existing template to view or alter it. 2. Make changes using the editor, and click \[**OK]** to save the template. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/xIGQwH9VSSUR1K1ikkmoU_z370qddpltym8jixjlx7iwpoyozqiwk9w.png" size="96" isUploading="false" initialPath="assets/Z370qDdplTy_M8JIXjLx7iWPoYozQIwk9w.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/Z370qDdplTy_M8JIXjLx7iWPoYozQIwk9w.png" position="flex-start" showCaption="false"} ## Creating a New Typing Templatead 1. On the main menu, go to **Maintain/Templates/Typing.** 2. Click the **New Page ** ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/YTRXNU-wqMW6P37ZOMa71_szswmt1rd3kkwiriszmickljc1unfj6dtg.png" size="10" isUploading="false" initialPath="assets/sZSwMt1RD3KKWIrisZMICKLjC1unFJ6Dtg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/sZSwMt1RD3KKWIrisZMICKLjC1unFJ6Dtg.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} to start a new typing template.   ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/tLuES11PuAstT0x3KpMRc_fkxvyyf5v476dezbwmcxqhyehpqox6f0g.png" size="86" isUploading="false" initialPath="assets/FKXvyYF5v_476dEzbWMcxqhyEhpQox6f0g.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/FKXvyYF5v_476dEzbWMcxqhyEhpQox6f0g.png" position="flex-start" showCaption="false"} | - Enter a **Code. ** - Enter a **Description** to identify the template. - Select whether it should be **Available To** everyone in the practice or a subset of users.   | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/1f55dUbi2FxgusRko9Bi4_83c3qwxtoq67-badg4ylayz6g2mwcaga.png" size="95" isUploading="false" initialPath="assets/8_3C3QwxToq67-badg4Ylay_Z6g2MWcAgA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/8_3C3QwxToq67-badg4Ylay_Z6g2MWcAgA.png" position="flex-start" showCaption="false"} | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 1. Enter the body of the template, including any formatting you want to include. 2. Include **Placeholders ** ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/XR6j5daBeWPSsAKEjfWmt_btqbmh5lox3yjixqz8orbjaf6fxbzvhh5a.png" size="10" isUploading="false" initialPath="assets/btQbMH5loX3YjIXQZ8OrBJAf6FxBZVhh5A.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/btQbMH5loX3YjIXQZ8OrBJAf6FxBZVhh5A.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} where you would want to enter data in a form. ::: When entering data in your clinical notes with the typing template, use the **\[F4]** key to cycle through the available placeholders for easy data entry. ## Creating Typing Templates from Within a New Encounter 1. In the **New Encounter** area type the text you wish to use to create your typing template. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/EV2AJNyBevJWVp4KsNggo_xxgq49o26asekemvp0tnjorea6zafk4yya.png" size="76" isUploading="false" initialPath="assets/XxGQ49o26AsEkemvP0tnjOrea6ZAfK4YyA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/XxGQ49o26AsEkemvP0tnjOrea6ZAfK4YyA.png" position="flex-start" showCaption="false"} 1. Highlight your text. Select the ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/RC2-CzFrMhxuMRBHtx5Rh_yob5eak4aj1hk-0plfjb63p1c6ucuuokhq.png" size="10" isUploading="false" initialPath="assets/yOB5eAK4aj1hk-0plFJb63p1c6UcuuOKHQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/yOB5eAK4aj1hk-0plFJb63p1c6UcuuOKHQ.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} button which will now be enabled. This will open the **Typing Template Properties **window. ::: 2. Assign a **code **and a **description** to your template. 3. Check **Available to** to edit availability options. 4. Format your template text as desired. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/V-5Z1p5mOsI8iTayZS4wT_90w5wdbuwctolm1ccx0w8bd9otzhgyvrww.png" size="76" isUploading="false" initialPath="assets/90W5WdBUwCTOLM1CCx0W8bD9OtzhgYvrww.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/90W5WdBUwCTOLM1CCx0W8bD9OtzhgYvrww.png" position="flex-start" showCaption="false"} ## Using a Typing Template You can use a typing template in the encounter text or in most free text areas of Profile. The correct format to bring up a typing template is to type the code of template and \ (backslash). Eg. why\ = Why do I continually have to type this out?? | **NOTE:** | | | ------------------------------------------------------------------------------------------ | - | | Using the \ symbol tells Profile you want to use a typing template not just typing a word. | | ## Using Images with Typing Templates Profile has image typing templates available for use. These are mainly used in encounters but can be used in any free text area of Profile. 1. You can view a list of these templates through** Maintain/Templates/Typing:** ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/oR7Qn0OLHoAy8RPPx79TM_climrgtl9upjprhi5kgbjriqgmdtdwvdtg.png" size="84" isUploading="false" initialPath="assets/cliMRGtL9UPJprhi5KGBJRIQGmDTdWVDTg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/cliMRGtL9UPJprhi5KGBJRIQGmDTdWVDTg.png" position="flex-start" showCaption="false"} 1. Type the **Code** of the image you want to use, e.g., imageeyes\  ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/FbGk-mQx6smuhkDLsV7nX_8ov6r9mj9h7vob2ydgyubhtmxbaetvmzeq.png) 1. Double click on the image to activate Microsoft Paint to draw or insert text onto the image. Close the window by selecting the red x in the top right corner. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/w9oYih05CwCJJ8Wv0Ygag_4wwju1xf9tc7yzt8qczsda3g1gud3m9jw.png" size="75" isUploading="false" initialPath="assets/4wwjU1xf9_TC7yzT8QcZSdA3g1guD3m9jw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/4wwjU1xf9_TC7yzT8QcZSdA3g1guD3m9jw.png" position="flex-start" showCaption="false"} 1. This now becomes a part of the contact: ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/4_EXrjnpNzCCVQqrh-xws_x7avpxs8-6ufkeokyo9jmiitfxuoylynlg.png) # Prescriptions 1. Open a new Encounter for a patient and click **Scripts** from the **Actions Panel**, or 2. Go to **Clinical/Scripts **in the main menu. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ExnertS-Rh3_uRA6G7WOA_aeih1qjavfctovlajk1sbrjky6gziyhla.jpeg) ## Prescribing a Usual Medication 1. Drag and drop the medication from **Usual Meds **to the **Current Order**, or 2. Double-click the medication to add it to the order. ## Prescribing a New Medication 1. Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/CiuUwibVsj2t6d31Se4lp_lrrpxb9aeasxgbykjhlsnnssmmvonkovka.jpeg" size="10" isUploading="false" initialPath="assets/Lrrpxb9AEasXGBykjHlSnNSSmmVoNKOVKA.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/Lrrpxb9AEasXGBykjHlSnNSSmmVoNKOVKA.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} . The **Formulary **window appears.  ::: | 1. Enter at least the first two letters of the medication in the field below the toolbar. 2. Click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/qJ_izxXDoSck_SqOiHDcD_etocefenipzpkysgriksarlpvv5rs54rmg.jpeg" size="10" isUploading="false" initialPath="assets/EtoCeFeNIPZPKySGrIKsArlPvV5rS54rmg.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/EtoCeFeNIPZPKySGrIKsArlPvV5rS54rmg.jpeg" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"} or press **\[Enter]. **The results of the search appear in the panel below. ::: | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ERED5bpZbADfH0UNnoLJy_r0hxfaukocl1gp3azdbssvztg2yg9vxcg.png" size="84" isUploading="false" initialPath="assets/R_0hXFAukOCL1Gp3azDBSSVZtg2Yg9vxcg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/R_0hXFAukOCL1Gp3azDBSSVZtg2Yg9vxcg.png" position="flex-start" showCaption="false"} | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | 1. Click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/5TsNHesYSzf56hjiFK8AP_ubdnhan-1mgbppdthni-uzc1f3w1tzaika.jpeg" size="10" isUploading="false" initialPath="assets/ubdNhAn-1MGbPPDtHni-uzc1F3W1TzAIKA.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/ubdNhAn-1MGbPPDtHni-uzc1F3W1TzAIKA.jpeg" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}  beside the required medication to view a list of existing instructions. You can either: :::
2) Click an existing instruction and click \[**OK]**, or 3) Double-click on **\.** 4) The **Instruction** fields appear:
Enter the required information, and ensure the **Remember **box is checked if you would like to use this instruction for future prescriptions. | | | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/9OKFYHQgAHdJOG5tmoKzi_rmlbyb0gxv0jwbsy2wffqxfisc8nai2qkq.png" alt caption} | | | 1. Click \[**OK]** when finished. 2. Click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/JqPdKOoYiauAtHZN6tlBj_scgjuflbvucudvovepszbrrmpfg52jiaw.png" size="10" isUploading="false" initialPath="assets/sCGJUflB_VUcuDvOvEpSZbrrmpfG52jiAw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/sCGJUflB_VUcuDvOvEpSZbrrmpfG52jiAw.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}  in the Order toolbar to print the prescription. ::: | | ## Special Authority Forms To locate Special Authority forms: 1. In the **Form** view, click the **Browse** button. 2. In the NB Special Authorization folder, select the form to fill out and press OK. ## Non-printing of Restricted Medications Restricted medications can be entered as a prescription so there is a record in Profile, but printing a prescription form for these medications is forbidden. # Ordering Investigations 1. On the **ActionsPanel** in a new encounter, click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Oa_fx7LF_XrVM1_KMhca0_vxgu8ho0hb35l3ohttvkebi8f0vbo5scg.jpeg" size="10" isUploading="false" initialPath="assets/vXGU8hO0Hb35l3OhTTVkeBi8F0v_bo5sCg.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/vXGU8hO0Hb35l3OhTTVkeBi8F0v_bo5sCg.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} for **Pathology** or ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/2txYBl5f6ipy7NLYle8KR_ook62pbptnzglf6hqcdorhqpex853cc-pg.jpeg" size="10" isUploading="false" initialPath="assets/OoK62PbptnZgLf6HQCDOrhQPex853CC-pg.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/OoK62PbptnZgLf6HQCDOrhQPex853CC-pg.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} for **Radiology.** ::: ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Lt8yX1ym0Im4N3KwCfXdx_hvnyqq1gky6r0r5lhte5q5fh1fpt3qpumw.png) 1. Select the supplier from the drop-down menu, if necessary.  2. Add the required investigations to the current order using any of these methods: - From the **Preferred** tab, drag and drop the investigation from the list into the **Current Order** area, or - From the **Find** tab, enter the name or part of the name of the required investigation in the **Look for** field, and then click **Find. **Once found, drag and drop to the **Current*** ***Order** area, or - From the **Set** tab, click on the set and drag and drop it to the **Current Order** area. - From the **Standing** tab, drag and drop the investigation from the list into the **Current Order** area. 1. In the **Information** column, enter any specific details about the ordered test. 2. In the **Details** tab, **Clinical Details** field, enter any relevant information. From the **Insert Clinical** toolbar, you can also click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/9bD8TzYv9n5e0K_akDjel_nwr9vwoyyxxfjayzhwdtlxfbfgfguw5dlw.jpeg" size="10" isUploading="false" initialPath="assets/nWr9VwoyYxxfJayZHwDTlXfbFGfGUw5DLw.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/nWr9VwoyYxxfJayZHwDTlXfbFGfGUw5DLw.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} to insert the disease code description of all contacts within the current encounter or click ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/hxbetn2gTjb51yhcqN3cy_heztmjq2yxzuljdzi3icc4jntenvfdjarg.jpeg" size="10" isUploading="false" initialPath="assets/heztmjq2YxZULJDzI3IcC4jnteNvFDJArg.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/heztmjq2YxZULJDzI3IcC4jnteNvFDJArg.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} to insert the disease code description of the current contact. This information will be inserted into the **Clinical Details** field.  ::: 3. In the **Details** tab, click to check any of the following boxes as necessary: - **Include Rx** – If checked, the patient's current usual medications will be printed at the end of the order. - **Urgent** – If checked, 'YES' will be printed next to the 'Urgent' label in the order. - **Anon** – If checked, only the first letter of the patient's surname and name will appear on the printout - **Fasting Reqd** – If check, 'YES' will be printed next to the 'Fasting' label in the order. | 1. In the **Prov, CC, Pay **tab, in the **CC** field(s) enter the provider(s) to whom you want a copy of the result to go. These fields pull from the list of College of Physicians and Surgeons. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ZFiUPndBUHJq6KOGZFj1R_gykiioaqsmht0noikompugxmlm6pwagkq.png" size="42" isUploading="false" initialPath="assets/GyKIiOaqSmht0noiKoMpuGxmLm6pw_AGkQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/GyKIiOaqSmht0noiKoMpuGxmLm6pw_AGkQ.png" position="flex-start" showCaption="false"}
| | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | 1) In the **Information** tab, enter any additional information on or to the supplier. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/-p6FxiyeJKW7HQw5jUo68_m1aysu2jhd5zs28g5knxzba2nqmhayx7q.png" size="42" isUploading="false" initialPath="assets/M1AYSu2jHD5ZS28g5KnXZBa2NqMHaY_X7Q.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/M1AYSu2jHD5ZS28g5KnXZBa2NqMHaY_X7Q.png" position="flex-start" showCaption="false"}
| | 1. In the **Standing** tab, click to check the **Standing Order*** *checkbox.
* Enter notes in the **Additional instructions for Standing Order** field. * Enter a start and end date in the **From** and **To** fields. * Enter any repeats if necessary by selecting the time period from the second **Repeat** field dropdown menu and then entering the number in the first **Repeat** field. * If the standing order has already been created and needs to be closed, click to check the **Close Standing Order** checkbox. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/xIY8qA1vNUV5G5f5IHjbw_mv7tytleu6gzaoyyct4we9vf4-twcg7prg.png" size="43" isUploading="false" initialPath="assets/mV7TytLEu6GzaoyycT4WE9vf4-TwCG7pRg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/mV7TytLEu6GzaoyycT4WE9vf4-TwCG7pRg.png" position="flex-start" showCaption="false"} | 1. Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/atLnRpHdtqJMHlvUZlBny_roqwm4hz2cemzqecgamzvkgvg6e7gnqueq.jpeg" size="10" isUploading="false" initialPath="assets/roQwM4Hz2CemZQeCGamZvKgvG6E7gNQUEQ.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/roQwM4Hz2CemZQeCGamZvKgvG6E7gNQUEQ.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  to print the investigation form. ::: ## Adding Investigations to the Preferred List 1. Right-click on the investigation in the current order or in the results in the **Find** tab. 2. Select **Set Preferred**. ## Creating Sets of Investigations To create a set from the investigations in your current order: 1. Right-click in the **Current Order** and select **New Set**.  The **Investigation Set – New Set** window appears. 2. Enter a **Name** for the set. 3. Click **Save & Close**. The new set will appear in the bottom of the list on the **Set** tab. ## Creating Ad Hoc Investigations 1. Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ejlcyEzb0IZ1Q-zjbFpW6_3h6dzs-0rphm8vbuhxgcxlpww7mvt6zphg.jpeg" size="10" isUploading="false" initialPath="assets/3H6Dzs-0RpHM8vBUhxGCxLPww7mVt6zphg.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/3H6Dzs-0RpHM8vBUhxGCxLPww7mVt6zphg.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} . The **Ad-Hoc Investigation** window appears. ::: 2. Enter the investigation information. 3. Check **Add to reference list** to include this on the Investigations list to be used again in the future. 4. Click \[**OK]** to add the investigation to the current order. # Outward Referrals Outward Referrals are used to refer a patient to an external or internal provider.  1. Click the **Referrals **view from the **Actions Panel.** 2. To initiate a new referral: - Double-click on a name from the **Most Common Referrals** list. The **OutwardReferral** window appears, with the selected provider’s information already entered.  - Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/iweKdT5AO9K8g-PSa2N9T_ahigdcrlkwa9arhkkwhnsg0q4cfykf9cyw.png" size="10" isUploading="false" initialPath="assets/aHigDCrLKwa9ArhkkWhnSG0q4cFYKF9cyw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/aHigDCrLKwa9ArhkkWhnSG0q4cFYKF9cyw.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} and make sure Outward option is selected. The **Outward Referral** window appears:  ::: 1. The **General **tab allows you to input specific information regarding the referral. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/uFuLsxltZ3Cj6dezwDRrx_dv1hwqwghx0tfmameqt-r6jchqbkb4s5ba.png)::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/vFFQI7OR9K0hK0m7lImfy_r7snlmowcrfwuzhtqixdscolj9zjcujfba.png" size="88" isUploading="false" initialPath="assets/R7snlMowcRfwuZHtqiXDScoLj9zjCujFBA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/R7snlMowcRfwuZHtqiXDScoLj9zjCujFBA.png" position="flex-start" showCaption="false"} | 1. In the **From **tab, the logged in user’s name will automatically populate in the **Provider:** field. Enter the name of the provider who has initiated the referral, if necessary.  | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/a0BNJN1_-jbepzrqQTiie_bm00mth4kffmvhj0ho0j1d42odh7rsrta.png" size="41" isUploading="false" initialPath="assets/bm00mTH4Kff_mvhj0HO0J1d42OdH7rsrtA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/bm00mTH4Kff_mvhj0HO0J1d42OdH7rsrtA.png" position="flex-start" showCaption="false"} | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | 1) In the **To** tab perform the following actions:
* In the **Providers*** *panel, enter the internal provider to whom the referral is going in the **Provider** field. Enter the external provider to whom the referral is going in the **Ext Prov** field. * In the **Reason for Referral*** *panel, enter the diagnosis and the narrative which will appear on your letter. * In the **Management*** *panel, a priority and time frame for when the patient should be seen can be entered. * In the **Tracking*** *panel, enter any patient contact instructions, or information that will assist the Administration staff in making the appointment. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/TFIwRgsKnniMOtj17Oioz_etijkqpefoqtx9bq9vmqzyrbhyhqchlcoa.png" size="61" isUploading="false" initialPath="assets/EtIJKqPEfOQTx9Bq9VmQzyrBHYhqchLCOA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/EtIJKqPEfOQTx9Bq9VmQzyrBHYhqchLCOA.png" position="flex-start" showCaption="false"} | ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/8K_W5lLPSPuIruY1nOVfp_abwvr-xnk6xz6d2edahmy-1ck7hlqugww.png) 1. The **Reason Letter** tab populates the referral letter and allows you to add information from the medical record: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/0QVYiyNGz4ryrJi1vJnC1_ry97eqju5v4cjayqcxzanbnjuojgjqz4wa.png" size="10" isUploading="false" initialPath="assets/rY97eqJu5v4cjAYqcXzANBnjUOJgjqZ4WA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/rY97eqJu5v4cjAYqcXzANBnjUOJgjqZ4WA.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} the **Information and Recipients** icon allows you to view who the referral is going and alter some properties of the referral, ::: - Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/U2RwqPzxmjVv-YYEmo0xi_dr0x3jscuinwkyoeytgtuay-nitep9a7va.png" size="23" isUploading="false" initialPath="assets/dR0X3jScuInwKyoEYTGTUAY-nItEp9a7vA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/dR0X3jScuInwKyoEYTGTUAY-nItEp9a7vA.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  to add an additional recipient to the referral, ::: - Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/66bWfjPAbq0tC69-gFPP5_vfvyb0tb44zo2ypqqaj38p6yjlcixdwzoa.png" size="10" isUploading="false" initialPath="assets/vFVYB0Tb44zO2yPqqAJ38P6YJlCIxDwzoA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/vFVYB0Tb44zO2yPqqAJ38P6YJlCIxDwzoA.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  to insert the additional recipient’s name and address into the referral letter. ::: 1. Use the toolbar to add any other necessary details: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/CKQQVP8XF8VJoy1RYfQDK_ssktdyjigdb03fkun1dooiqpz8dbbc1qcg.jpeg" size="10" isUploading="false" initialPath="assets/SsKTDYJigdb03fKun1DOOIqpZ8DbbC1qCg.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/SsKTDYJigdb03fKun1DOOIqpZ8DbbC1qCg.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  Insert data ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/37TrJP76ZuwWaeMvgnP8I_hxhyaqhbuacthbepfqk35ugzsejxty1saw.jpeg" size="10" isUploading="false" initialPath="assets/hXHyAqhbUACthbEPfQK35UGzsEjxTy1Saw.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/hXHyAqhbUACthbEPfQK35UGzsEjxTy1Saw.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  Insert encounters ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Y7B1OlkgtmwVkZjnrtgk4_ihjegh6adfwdmlnyfthe5fs3vrkg3chc5q.jpeg" size="10" isUploading="false" initialPath="assets/IHjeGh6AdfwDmlNYftHe5Fs3VrkG3cHc5Q.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/IHjeGh6AdfwDmlNYftHe5Fs3VrkG3cHc5Q.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  Insert measures ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/wSgEHzcltkCjR4m_2x7Ct_ultymfdkdenv75cuxzkhazwucdknftnksa.jpeg" size="10" isUploading="false" initialPath="assets/uLtYmfdkDenv75cuxZKHAZwUcdKNFTNKSA.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/uLtYmfdkDenv75cuxZKHAZwUcdKNFTNKSA.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  Insert results ::: Select the required data from the right-hand panel, and then click **Insert**. The data will be inserted where the cursor has been placed in the letter. You may also enter text by typing directly into the body of the letter. 1. In the **Status** field, select the applicable option from the pull down menu: Draft, Approved, or Final. 2. Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/LCOU4U_bL4zgKgqsQzs39_tiafty2vajc-itby1cbj1fx3m4mjf1pg.png" size="12" isUploading="false" initialPath="assets/_TiaFTY2vAJc-itby1CbJ1FX3_m4MJf1Pg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/_TiaFTY2vAJc-itby1CbJ1FX3_m4MJf1Pg.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} .  ::: The referral will now be viewable in the **Referrals** view of the **Work Centre** window for the Administration staff to action. ## Creating an Outward Referral from the Work Centre 1. Go to **Work Centre/Referrals** view. The **Outward Referral** list will appear: ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/vd9xsnmGYLu5N9kJYzFOr_bvukfrjgx-n57zlazurdw7m5pyrhfnzoma.png) - The **Providers **panel allows you to see to whom you have sent the referral. - The **Tracking** panel shows you the progress of communication to the patient regarding appointment information. - The **Appointment** panel allows you to change the status of the referral and will show you appointment information for the referral patient. When the referral process is complete; change the status to **Closed**. This will remove the referral from the pending referral list. - If you require more information on the original referral select the ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/JrsnSuoAUlJ6IPa8ddK0D_wrollozakcycit7mtil79ujh7xuu4hthw.png" size="10" isUploading="false" initialPath="assets/WroLLOzAkcy_cIt7mtil79Ujh7XUU4HTHw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/WroLLOzAkcy_cIt7mtil79Ujh7XUU4HTHw.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  button. ::: 1. Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/iUa5epR-YxmMpyHs7t2Co_xlupzr2saajejpzmx0xkmh4wodmb0siuhq.png" size="10" isUploading="false" initialPath="assets/xlUPZR2sAAjejpzmX0Xkmh4wodMb0SIUhQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/xlUPZR2sAAjejpzmX0Xkmh4wodMb0SIUhQ.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} icon to create a new outward referral. The **Select Patient** window will appear. ::: 2. Enter the patient’s name for whom you are creating a referral.  3. Complete necessary referral information. # Interventions You can use interventions to manage and track intended follow-up visits for patients.  These may be single visits or part of a series such as annual physicals or cervical smears. ## Adding an Intervention 1. While in a new encounter, click **Care Plans and Tasks** from the **Actions Panel**. 2. Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/CfW_WB4i3s9cACzhgakpM_gow0pifnotgem7yt8fl8uymdcs6qf1snw.jpeg" size="10" isUploading="false" initialPath="assets/Gow0pif_NOTgeM7yT8FL8uYmdcS6qF1SNw.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/Gow0pif_NOTgeM7yT8FL8uYmdcS6qF1SNw.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} . ::: | 1. In the **Intervention*** *field, if today is the first occurrence of the visit leave today’s date, otherwise change to the appropriate date. 2. Enter the **Reason**. | | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | - | | 1) Set a pattern in the **Repeat **fields if required. 2) Click \[**OK]** to save. | | ## Viewing a Patient’s Interventions | To view the interventions for a patient:
1) Go to **Clinical/Care Plans** in the main menu, or 2) From the patient’s medical record, click **Care Plans** in the segment bar, or | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/eTFERWkrNnCc5qIEkQn8n_j5yxq8-jwpx-eijcv9qmbksm-jct5dwmq.jpeg" alt caption}
| | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------- | | 1. Click the Interventions icon on the segment list of the **Work Centre** window
* **Select the appropriate view filter.** * **Change the date range to search by clicking in the respective field to display a calendar, or** * **Select the date and click **
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/h9W8c9vqztkxOuv5GM_Ob_lpkjt-ovag5faqwjvudgymoi-36qfaq5a.jpeg" size="10" isUploading="false" initialPath="assets/LPkJt-OVag5faqwJvUd_gyMOi-36QFaQ5A.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/LPkJt-OVag5faqwJvUd_gyMOi-36QFaQ5A.jpeg" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"} ** to refresh the list.** ::: | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/3MzmLl80E3UBGb1Gw6tEa_v1tsobxlafymxkcja0tmdqdeaqglwwiig.jpeg" alt caption} | ## Completing an Intervention from a New Encounter | To complete an intervention when in a new encounter for a patient:
1) In a new encounter, click **Care Plans and Tasks** from the **Actions Panel**.  2) Select the intervention you want to complete. 3) Click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/jjTeufdiq2BweSmkunSH4_2zctzb1wdehtiamfwwbyi1aiafyh4zaglg.jpeg" size="10" isUploading="false" initialPath="assets/2zctZb1WdEHtIAMfwWbyi1aiAFYh4ZAGLg.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/2zctZb1WdEHtIAMfwWbyi1aiAFYh4ZAGLg.jpeg" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"} . ::: | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/YQkowXrhTbrnF23ZQq4sM_58evvatqlzq71pjcnzdgsvb6qm0fkti2q.jpeg" size="96" isUploading="false" initialPath="assets/58EvVa_tqlzq71PjcnZdgSvb6QM0FKtI2Q.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/58EvVa_tqlzq71PjcnZdgSvb6QM0FKtI2Q.jpeg" position="flex-start" showCaption="false"} | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ## Completing an Intervention from Work Centre 1. Display the list of interventions; See point 3) under *Viewing a Patient’s Interventions* section. 2. Select the intervention and click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/dEI82fTBgOXi-3Y5ZF3TR_yafxrlrxlsifgfkt4miwzzdtrxxip7tqla.jpeg" size="10" isUploading="false" initialPath="assets/yAFXrLRxlSIfgFKt4miWzzDtrxxiP7tqLA.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/yAFXrLRxlSIfgFKt4miWzzDtrxxiP7tqLA.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} to open the **Intervention Completion** window. ::: | 1. Date and time defaults to today’s date; adjust if necessary. 2. Ensure that the **Status** field is set to “Complete”. 3. Check **Done Elsewhere** box if applicable. 4. Check **Series **complete if the intervention is not needed anymore. 5. Review and adjust the information in the rest of the fields. 6. Type explanation in the Comments free text field. 7. Click **\[OK]** to save the information and close the window. | | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | - | # Chronic Disease Management (CDM) Profile offers a comprehensive system of managing patients with chronic diseases. Follow the instructions to create, view and manage CDM forms and viewing **Flow Sheets**. ## Creating a CDM Form from the New Encounter Screen 1. Select the **Form **icon on the **Actions Panel**.  ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/MvpSOWXKKjeF0ZT7lENUs_yyzpqej1fi-wqzgiy1ug4rbed0ozesj-q.png) 1. Double click a form from the **Most Used Form Templates **area or click the ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/hLttI5YjSfk8Mh2QuEVrC_srq2-chaqcdwcdeweymzsfl7nw9xjofjq.png" size="10" isUploading="false" initialPath="assets/SRq2-chaQ_cDWCDEweyMZsFl7Nw9xJOFJQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/SRq2-chaQ_cDWCDEweyMZsFl7Nw9xJOFJQ.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  icon to search for a new form. ::: | 1. Double click on the form you want to create. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/FBHGGY9TVNTb6hOyHBPXU_klvdhaetgzz6npbgtkbnigyvrfzgrkqypg.png" size="76" isUploading="false" initialPath="assets/klVdhaeTGZZ6NPbgTkBNigyvrFzgrKqYpg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/klVdhaeTGZZ6NPbgTkBNigyvrFzgrKqYpg.png" position="flex-start" showCaption="false"} | | ----------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/80GUwkaNI6DogtQs9r_YZ_n7calhw5srpysr2qyvijp6zybirsy2qog.png" size="84" isUploading="false" initialPath="assets/N7CALHW5sRPYSR2QYViJ_P6ZybIrsY2QOg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/N7CALHW5sRPYSR2QYViJ_P6ZybIrsY2QOg.png" position="flex-start" showCaption="false"} 1. The** General **tab allows you to enter new measurements and shows you the last measures entered and whether they are outdated.  The outdated record is symbolized with an ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/P4dwbpEisNaBJgZuctM3N_uhtbwputyb1p4adhjjsmeuynsxyx2uhm8w.png" size="10" isUploading="false" initialPath="assets/UhtBWpUtYb1P4aDHjjsMeuyNsxYx2UHM8w.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/UhtBWpUtYb1P4aDHjjsMeuyNsxYx2UHM8w.png" position="flex-start" showCaption="false"}  icon beside the date of the value. 1. Complete any required fields. 2. Click the ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/CdAc4BykP9pTMrdKqaolF_8bxkpyhjwdtsxatpkxvs7sv7o3gcou-8iq.png" size="10" isUploading="false" initialPath="assets/8bXkPYhJWdtsxaTPkXVS7sv7O3gCOu-8iQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/8bXkPYhJWdtsxaTPkXVS7sv7O3gCOu-8iQ.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  button to move to the next tab. ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/4wbDhfzLjh-Q5iB-kWbp__md55zgzlxmshmgn2hsonwp4l9jrekf1xvg.png" size="84" isUploading="false" initialPath="assets/mD55ZGzlxMSHMgN2hSONWp4L9jrEKf1xvg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/mD55ZGzlxMSHMgN2hSONWp4L9jrEKf1xvg.png" position="flex-start" showCaption="false"} 1. **The Diabetes Tab** allows you to enter disease specific information. | **NOTE:** | | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | - | | Labs can be ordered directly from this area by checking the check boxes in the **Examinations** panel. When the form has been closed, you will be directed to the pathology area of the new encounter to print out your order form. | | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/NVnPsEfGc0JvtkUyFF241_x5uzbd6g4wlng91xuotudufzfbtxf4gca.png" size="10" isUploading="false" initialPath="assets/X5uzBd6g4WLNg91xu_oTUDUFzFBTXf4gcA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/X5uzBd6g4WLNg91xu_oTUDUFzFBTXf4gcA.png" position="flex-start" showCaption="false" indent="2"}::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/th8EH0plRR7Sxkml6pySw_ryirbmo3uzto8rozdhgxz9dczi3vzoyja.png" size="10" isUploading="false" initialPath="assets/ryIrBMo3UztO8ROZdhgxz9DczI3VZOyJ_A.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/ryIrBMo3UztO8ROZdhgxz9DczI3VZOyJ_A.png" position="flex-start" showCaption="false" indent="2"}
1. Click the
:::Paragraph{indent="1"}  button to move to the next tab. :::
2) The Counseling tab allows you to enter additional information. 3) Click the
:::Paragraph{indent="1"}  button to move to the next tab. :::
| | | 1. The** Diabetes Notes **tab allows you to view the last 12 months of encounters related to diabetes. 2. When you are finished, select **Complete** from the **Form Status*** *drop down menu. The form status can be left as **Incomplete** if the form is to be completed at a later time. 3. Click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/kNueGyCIfAEzX0x78SwK2_fducnerlf-ceuyxqb8kpnjb-fo0ebj-q.png" size="10" isUploading="false" initialPath="assets/-fdUCnErlF-CEUYxqb_8Kpnjb-fO0eBj-Q.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/-fdUCnErlF-CEUYxqb_8Kpnjb-fO0eBj-Q.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"} to save the form. :::
* Click **Yes** if you want to add the diagnosis of diabetes to the encounter and add the form to the current encounter note. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/_EEGH276_KfivigyHxqYU_er5gyctdnwsbupbva4nfu33ebw8larl3da.png" size="55" isUploading="false" initialPath="assets/eR5GYCtDNwsBUPbvA4NFu33eBW8lARL3DA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/eR5GYCtDNwsBUPbvA4NFu33eBW8lARL3DA.png" position="flex-start" showCaption="false"} | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ## Viewing CDM Forms from the Medical Record 1. Select the **Forms **view from the medical record to see a list of forms on the left hand side. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/lx9q3L5Hfl0isKYjpXj_G_8nnnu97hlb9k3tjs8xoctmab637dp1izbw.png" size="61" isUploading="false" initialPath="assets/8NnNU97Hlb9K3TJs8xoCtMab637DP1Izbw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/8NnNU97Hlb9K3TJs8xoCtMab637DP1Izbw.png" position="flex-start" showCaption="false"} 1. Double-click the form you want to view to open it. | **NOTE:** | | | --------------------------------------------------------------------------------------------------- | - | | In the **Status** column of the **Forms Type** list, “**Parked**” indicates the form is incomplete. | | ## Viewing Flow Sheets from the Medical Record 1. Select **Flow Sheets** from the segment bar of the medical record. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/CkHh3CIT9VCZDUEMP4S6E_zt7aapvcyr5klelm7yhgq45yjplb9xgj3g.png" size="83" isUploading="false" initialPath="assets/zt7AApvCYr5kLeLM7YHGq45yJpLB9xGj3g.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/zt7AApvCYr5kLeLM7YHGq45yJpLB9xGj3g.png" position="flex-start" showCaption="false"} 1. Select the name of the flowsheet you want to view from the **Flow Sheets*** *list. Any flowsheets relevant to this patient are shown. | - To see others, click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ullOt7naChOtN9v6_dU8Z_1-dal2jyrydrjm8lip1burmpx-uqsjzzg.png" size="10" isUploading="false" initialPath="assets/1-dal2jYryDRjm8LIp_1BuRMpX-UqSjzZg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/1-dal2jYryDRjm8LIp_1BuRMpX-UqSjzZg.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"} from the **Flow Sheets **view toolbar. This opens the list of flow sheets for the patient.  :::
* Select the desired flow sheets by clicking in the checkboxes. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/XUgwSf3OHAUkxINurz_FL_kzxuyab-fp1wrqzsxwi3kzlkxgwnfr0uq.png" size="61" isUploading="false" initialPath="assets/kzxuYAb-fP1wRqzSXWI3kz_LKXGwnFR0uQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/kzxuYAb-fP1wRqzSXWI3kz_LKXGwnFR0uQ.png" position="flex-start" showCaption="false"} | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 1. The **Items** area will display the guidelines, the last value entered and the most recent date these values were entered. A cumulative view of values is displayed in date columns.  1. Use the following icons on the toolbar to perform the following actions: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/YqvJ5vMgTF9D9Z07z1ySV_wexb6i5dbfkfxedtxv5gf-qq4r1vrpiia.png" size="10" isUploading="false" initialPath="assets/WeXb6I5DbFKFxEdtXv5Gf-qQ_4R1VRpiIA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/WeXb6I5DbFKFxEdtXv5Gf-qQ_4R1VRpiIA.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  to show measures in a graph format. ::: 3.  to show measures in a tabular format. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/7JN-HR6tgMq4Lu0el4gbq_us0jbnuioojqhyhlwio0np09e2lysvvscq.png" size="10" isUploading="false" initialPath="assets/us0JbnuioojQhyhlWIO0np09e2lYsvvScQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/us0JbnuioojQhyhlWIO0np09e2lYsvvScQ.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  to create a manual transaction. ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/RoigrKJ7I-XDF2v_uTJEB_k6mprggi4kq2nx6dx0mktfpfennxtzxva.png" size="10" isUploading="false" initialPath="assets/k6MPRG_gi4KQ2NX6dX0mKtFpfeNNXTZxvA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/k6MPRG_gi4KQ2NX6dX0mKtFpfeNNXTZxvA.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  to add prior medications to the flowsheet. ::: # Provincial EHR Express View | To access the Provincial EHR Express View:
1) Click the button on the main toolbar. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/OHc8P4GtClRqkVWMrPqkS_rpkydxjpgrtkju3vxk0an5tlop6ygmujeg.png" size="14" isUploading="false" initialPath="assets/rpKYdXjpGrtkJU3VXK0An5Tlop6YgMUJEg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/rpKYdXjpGrtkJU3VXK0An5Tlop6YgMUJEg.png" position="flex-start" showCaption="false"} | | ---------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 1. If prompted, search for the patient to view in the Provincial EHR Express View. If a patient is already in context, the window will automatically launch for the selected patient. 2. The Provincial EHR Express View will launch in a new window. | NOTE: | | | ------------------------------------------------------------------------------------------------------------- | - | | The contents of the Provincial EHR Express View window are managed by the New Brunswick Department of Health. | |