Assigning Primary Care Physician Access PCP’s by clicking on the Dashboard > Front Desk > PCP’s. Clicking on this will open up a window to list or add all pcps that are in the EMR-Bear...

You can access Pharmacies by clicking on Dashboard > Front Desk > Pharmacies. You can also list all the Pharmacies by clicking the List all Pharmacies button. To add a new pharmacy...

Adding Insurance Clients insurance information must be added when creating a new client. Insurance tab > shows self-pay and Presbyterian When booking and appointment, the drop down menu...

Adding Legal Guardian to File If the client is a minor, i.e. if the client’s age is less than 18, then you will need to enter and save the information about his or her legal guardian. You can...

Demographics To edit the Demographic information of a client, search the client using the search bar at the top right of the page and then select client as it appears in the search bar. You can...

Creating new statements You can access clients file by searching the name of the client on the Dashboard. In the client's file > Account tab> Statements > New Statement You can also...

Medication consent can be used by the user to give legal permission for the use of any medication. Go to the Medication tab on the clients page and click on the link that says medication...

Entering Social Security Numbers To enter the SSN of the client, you can go to client file by searching the name of the client. Here we search for Ashley Doe. Note Ashley does not yet have an...