Opening a Patient Chart

1. Click Patients in the left sidebar
2. Search by name, ID, or diagnosis using the search bar
3. Click any patient row to open their chart
4. Use the tabs at the top: Overview, Notes, Assessments, Medications, Diagnoses, Billing, Documents

Writing a Clinical Note

1. Open the patient chart → click Notes tab
2. Select note type from the dropdown (SOAP, Session, Progress, Crisis, Phone, Group, Discharge, Intake)
3. Fill in the required fields — each note type shows relevant fields automatically
4. Click Save Note — the note appears at the top of the list

Editing Demographics

1. Open patient chart → Overview tab
2. Click the Edit Demographics button
3. Update any of the 15 fields: name, DOB, gender, phone, email, address, emergency contact, insurance, insurance ID, copay, balance, billing status, referral, status, provider
4. Click Save Changes

Adding a Diagnosis

1. Open patient chart → Diagnoses tab
2. Type in the ICD-10 search box (e.g. "anxiety" or "F41")
3. Select from the autocomplete list
4. Enter onset date and status → click Add Diagnosis

The platform includes six validated clinical assessments with automatic scoring and severity grading.

Completing an Assessment

1. Open patient chart → Assessments tab
2. Click + New Assessment
3. Select assessment type from dropdown
4. Answer each question — all questions are displayed in full
5. Score calculates automatically as you answer
6. Click Submit Assessment
7. If score exceeds threshold, a Clinical Alert is generated automatically

Creating an Appointment

1. Click Schedule in the sidebar
2. Click + New Appointment or click an empty time slot in Week/Day view
3. Select patient, provider, date, time, and appointment type
4. Select room or check Telehealth for virtual sessions
5. Add CPT code and notes as needed
6. Click Save Appointment

Calendar Views

• Week View — shows Monday–Friday with time slots
• Day View — detailed view of one day's appointments
• List View — scrollable list of all upcoming appointments

AI Smart Scheduling

Go to AI → Smart Scheduling to use AI to suggest optimal appointment times based on patient history, provider availability, and clinical priority.

Writing a Prescription

1. Go to e-Prescribe in the sidebar, or open a patient chart → Medications tab
2. Click + New Prescription
3. Start typing the medication name — autocomplete shows matching medications
4. Select the medication, then enter dose, sig, quantity, and refills
5. Select pharmacy and check PDMP if applicable
6. Click Send Prescription

PDMP Monitoring

For controlled substances (DEA Schedules II-V), the platform flags the prescription for PDMP check. Mark the PDMP checkbox after verifying the patient's prescription history in your state PDMP system.

Prescription Statuses

• Pending — created but not yet sent
• Sent — transmitted to pharmacy
• Filled — pharmacy has dispensed
• Discontinued — no longer active

AI Clinical Summary

1. Go to AI → Clinical Summaries
2. Select a patient from the dropdown
3. Choose summary type: Clinical Overview, Progress Note, Discharge Summary, or Referral Letter
4. Click Generate Summary
5. The summary populates with patient-specific data from the chart
6. Click Copy to Clipboard to paste into your documentation

AI Chatbot

Go to AI → Chatbot for an interactive clinical assistant. Ask questions about ICD-10 codes, medication interactions, assessment scoring, crisis protocols, or documentation best practices.

Summary Types Explained

Starting an Ambient Session

1. Open a patient chart
2. Click the Dragon Copilot button (microphone icon) in the chart header
3. In the Dragon panel — click Get Token to authenticate
4. Click Initialize SDK to connect
5. Click Start Session — Dragon begins listening
6. Conduct your session normally — Dragon transcribes in real time
7. Click Stop Session when done — the note is generated
8. Review and save the generated note to the chart

Dragon Copilot Page

For full testing and configuration, go to Dragon Copilot in the sidebar. This page provides:

• Auth method selector (Alt-IdP or Entra)
• Live SDK console with detailed logging
• Token generation and verification
• Full ambient session controls

Running a Report

1. Click Reports in the sidebar
2. Select a report type from the left panel
3. Optionally filter by patient or provider
4. Click Run Report — results appear in the table
5. Click Export CSV to download the data

Available Reports

Saved Reports (Admin)

In Admin → Custom Reports, you can save frequently used reports and schedule them for automatic delivery:

1. Run a report using the builder
2. Click Save Report and give it a name
3. Click Schedule to set up automatic delivery (daily, weekly, or monthly)
4. Enter recipient email addresses for delivery
5. Click Run Now at any time to regenerate a saved report

Inviting a New User

1. Go to Admin → User Management
2. Click Invite User
3. Enter name, email, role (Admin/Provider/Nurse/Billing/Patient), and title
4. Click Send Invitation
5. The user receives an email with their temporary password and a link to the platform
6. They must change their password on first login

Managing Permissions

The permissions matrix in User Management shows which features each role can access. Check or uncheck boxes and click Save All Permissions.

Feature Flags

Admin → Feature Flags lets you enable or disable platform features without code changes:

Audit Log

Admin → Audit Log shows every user action: logins, patient views, note saves, prescription sends, and admin changes. Filter by user, action type, or date. Export to CSV for compliance reporting.