Tips & Tricks

Improve Patient Care by Automating Patient Education


You can attach educational material to a specific order and configure it to automatically print or publish to the Patient Portal once the service is complete.  


Scan or import the educational document into General Documents.  Be sure to click the checkbox to indicate that it is a Patient Education Document.
In Output Manager Configuration, locate the Order Document row and click the options to Print and Publish to Portal.

Create or Modify the order user list item and click the + in the documents section.  


Double click to select the appropriate document, then save the user list item.  Be sure to add the order to the note.  *If importing a document, rather than scanning, you  may skip step 1 and import the document in this step. 

The system will automatically print the patient education document and publish to portal, when applicable.   








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