Introduction

PAT Access Levels

Logging Into PatientKeeper Administration Tools

Level 1 Administrators

Level 2 Administrators

Level 3 Users

Logging Out of PatientKeeper Administration Tools

Getting Help

Institution Desktop

Quick Guide to Institution-Level Tasks

Reference Guide for Institution Settings

General Settings

Device Settings

Patient List Settings

Lab Results Settings

Charge Capture Settings

Problem List Settings

Clinical Notes Settings

Medication List Settings

Test Results Settings

Order Status Settings

Vitals and I/Os Settings

Using the Institution Toolbar

View Notices

Send Message

Session Reports

View Logs

Sessions Log

Events Log

Errors Log

Department Desktop

Quick Guide to Department-Level Tasks

Reference Guide for Department Settings

General Settings

Patient List Settings

Lab Results Settings

Charge Capture Settings

Charge Capture Desktop Settings

Problem List Settings

Using the Dept Toolbar

View Notices

New Department

Expanded Discussion of Patient List Filtering

Types of Filters

View Filters

Long List Data Filters

Short List Data Filters

Short List Data Populators

Filter Details

Filter Examples

Profiles

Special Notes About Profiles

User Desktop

Selecting a User

Quick Guide to User Tasks

Using the User Toolbar

View Notices

System Defaults

Refresh Users

Charges Desktop

Quick Guide to Charge Capture Desktop Tasks

Adding a Patient

Adding or Editing Charges for a Patient

Saving a Charge as a Draft

Viewing and Completing a Draft Charge

Viewing Your Submitted Charges

Sending the Charge to the Holding Bin

Viewing a Charge Summary

Viewing and Filtering Charges in the Holding Bin

Sending Charges to the Outbox

Batching Charges from the Outbox to the Billing Router

Viewing the History of Batched Charges

Creating a Custom Report for Charges

Printing or Exporting a Report

Using the Charges Toolbar

Add Patient

View Reports

View Notices

Send to Outbox

Patients Desktop

Adding a Patient

Removing a Patient

Sorting the Patient List

Viewing Demographic Information for a Patient

Sending Patients

Preferences Desktop

Quick Guide to Preferences

Reference Guide for Preferences Settings

General Settings

Device Settings

Patient List Settings

Lab Results Settings

Charge Capture Settings

Charge Capture Desktop Settings

Problem List Settings