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Double clicking a line item will allow you to edit the details of a specific Preventative Care measure. You can adjust the code, the Next Visit date, and the Performed Date. There's also a button that will take you directly to the generated order for the Preventative Care measure.

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Orders

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This widget contains a list of orders on the patient's account. The Orders widget can be filtered by clicking on the Open/All toggle in the upper right to display either All orders, or any currently Open orders.

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Clicking on an Order link in the Order column will take you directly to that order.

Digital Radiography Visits 

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The Digital Radiography Visits widget keeps track of all visits logged in the Digital Radiography Ability for the currently selected patient.

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If you just want to quickly review a patient's visit layout, you can click the Preview button to pull up the Layout to review. This can take a few moments to load.

Patient

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Forms 

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The Patient Forms widget contains a record of any patient forms in the EDR/EMR Ability and the EHR Ability that are associated with the selected patient.

Clicking the Form name will take you to the EDR/EMR ability with that form pre-selected. You can also click the Preview button to take a quick glance at the filled out form.

Referrals

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The Referrals widget displays all referrals added to the patient's record, located in the Patient Tab of the Patients Ability.

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Clicking on the Referral name will take you directly to that Referral.

Care Team 

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The Care Team widget allows you to define a provider as belonging to this patient's Care Team.

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To add a Care Team member, simply click the Green Plus in the upper right corner of the widget. A window will appear prompting you to choose a provider.

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It is important to note that if you want to assign an incident to a Care Team member, you'll first need to select the appropriate incident in the Incident drop down menu at the top of the Clinical Ability. If "All" is selected here, any added Care Team member will not have the Incident column populate with an incident.

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Gender Identity and Sexual Orientation

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The Gender Identity and Sexual Orientation widget displays relevant information regarding the currently selected patient's gender identity and sexual orientation.

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By clicking the Green Plus, you're able to add to this widget and define the patient's gender and sexual orientation. Double clicking a line will allow you to edit that line.

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HIE Downloads

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The HIE Downloads widget is used in conjunction with the HIE Manager to track any received patient data from a Health Information Exchange for this patient. Follow the HIE Manager link to learn more about how the HIE Manager works.

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The Request for Data Sent checkbox is used when the office does not have their MacPractice linked to a particular Health Information Exchange. This will store the date the checkbox was marked for MIPS-qualifying purposes.

Allergies

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The Allergies widget displays both active and inactive allergies on file for the patient. You can filter the displayed results by toggling the Active/All toggle in the upper right.

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You can also drag Allergies into a particular order if you have the Active/All toggle set to "All". 

Immunizations

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The Immunizations widget contains records of the patient's immunizations.

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Clicking the More button allows you to set the patient's VFC Eligibility Status, Registry Reminder for Immunizations and an effective date for such a reminder, and add a rabies exposure date to the patient's record.

Patient Alerts 

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The Patient Alerts widget contains a list of any Patient Alerts added to this patient's account. Clicking the name of the widget will take you directly to the Patient Tab of the Patients Ability, with the "Alerts" sub-tab selected.

Clicking on the name of an alert will take you directly to that alert within the "Alerts" sub-tab.

Planned Treatments

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The Planned Treatments widget contains any treatments in the patient's Treatment Plans, located in the Treatment Plan node of the Ledger Tab of the Patients Ability.

Clicking on a procedure code will take you directly to that treatment in the ledger.

Clinical Notes

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This widget displays all of the Clinical Notes that have been entered into the Clinical Notes Table under the Dental Tab. This particular widget allows you to scroll left and right to view all columns. Not shown in the screenshot above are columns for the Procedure Date, Posted Date, and a preview button. The Preview button allows you to get a quick glance at the Clinical Note in question.

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The drop down selector in the upper right allows you to filter the Clinical Notes.

Vitals

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The Vitals widget contains all recorded Vital entries for the patient. By clicking the Green plus, you can add a new Vitals record.

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If you've been taking multiple Vitals records, you can use the Growth Charts button to generate a chart that assists with comparing and contrasting the available Vitals data to assess trends.

Patient Education

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The Patient Education widget allows you to track any educational materials you have provided to patients. These materials can be defined in the Patient Education Resources reference node, located in the Clinical Sidebar.

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When you add a Patient Education record, you'll be prompted to select an appropriate resource from the above window. It is important to note that the only resources that will be available to select depend on the conditions set in the Patient Education Resources Reference node. The most common example of a requirement would be that a particular diagnosis code must be present in the patient's Problem List before you can assign the Blood Sugar Management resource that is present in the above screenshot.

Family History

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This widget contains the patient's Family History records.

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