Accuro Tips and Trips - QHR Technologies Inc.

ACCURO TIPS & TRICKS
Sara Konkin Client Services Team Lead
DISCUSSION POINTS
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Quick Login tip
Found in all areas of Accuo
Scheduler
EMR- Encounter Notes
EMR- Virtual Chart
Claims
Finding New Tips
TIPS & TRICKS
• Quick tips to help improve your workflow
• Short cut keys
LOGGING IN- SINGLE SIGN ON
• Administrator Required for Setup
• Users must work from one computer only
LOGGING IN- SINGLE SIGN ON
• Affects all Users at Login Screen
ANYWHERE IN ACCURO- NEW WINDOW
• Alt and Click opens a new window
• Home, Scheduler, Patients, Documents,
Claims, EMR
ANYWHERE IN ACCURO- FIND PATIENTS
• Last 12 patients, F1, DELETE, ENTER
ANYWHERE IN ACCURO- FIND ALL
• Search using %%% for all results
• Certain Areas will be very Slow
ANYWHERE IN ACCURO- MANUAL LAB
• CTRL + ALT + L adds manual lab
ANYWHERE IN ACCURO- ADD PATIENT
• F6 –Add new patient, copy demographics
ANYWHERE IN ACCURO- CARD SWIPE
• CTRL + Space –Ontario and BC only
ANYWHERE IN ACCURO- MERGE PROVIDERS
• Tools>Address Book>Providers>Merge
• Administrators only
• No Previous Patient Data on Provider
ANYWHERE IN ACCURO- MERGE PROVIDERS
• Tools>Providers (F2)>Merge
ANYWHERE IN ACCURO- ADDRESS BOOK
• Address book search by specialty
ANYWHERE IN ACCURO- WINDOW TITLE
• Adjusted by
Administrators
only
ANYWHERE IN ACCURO- LABEL PRINTING
• Current
• File>Label> Pick Label>Print Screen
ANYWHERE IN ACCURO- LABEL PRINTING
• Once enabled by QHR
• File>Label> Pick Label>Print Preview
ANYWHERE IN ACCURO- WAITLIST
• CTRL + L to add to waitlist
HOME- MESSAGE BACKGROUND
• Right Click Message (Not From QHR)
• Change Background> Pick Color
HOME- CUSTOMIZE MAIL FOLDERS
• Select a mail message>File>Manage folders
HOME- CUSTOMIZE MAIL FOLDERS
• Manage folders>Green +> Enter New Folder
SCHEDULER- BOOK APPOINTMENTS
• Click and drag
• Right Click Create Appointment
• Ctrl + S
• Select time> press enter
SCHEDULER- APPOINTMENT HISTORY
• Cut or copy appointments from F4 and
paste into the scheduler.
SCHEDULER- APPOINTMENT DETAILS
• Alt + the underlined letter
SCHEDULER- PRINT SELECTED
• Choose appointments, then right click to print
selected
SCHEDULER- SEARCH
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Phone number no area code
DOB format 05-09-1983 OR 05/09/1983
HealthCard
First name, last initial
SCHEDULER- MASS APPLY STATUS
• Administrator Configured
• Offices > Preferences > Scheduling to Never
Apply, Ask Each Time, Always Apply
SCHEDULER- MASS APPLY STATUS
• Arrived, Confirmed and No Show
SCHEDULER- APPOINTMENT STATUS
• Scheduler > select Preferences > click the
Priorities and Settings tab.
SCHEDULER- APPOINTMENT STATUS
• Right click> apply
EMR- ENCOUNTER NOTES
• F12 –will time stamp chart note
EMR- ENCOUNTER NOTES
• Click and drag new labs to encounter note
EMR- ENCOUNTER NOTES
• Hide items in Drawer
EMR- ENCOUNTER NOTES
• Keyword search within Drawer
EMR- ENCOUNTER NOTES
• Configure> Choose what to compare
EMR- ENCOUNTER NOTES
• Compare Documents
EMR- ENCOUNTER NOTES
• Customize Lab view
• EMR>Labs>Manage>
• Green Plus
EMR- ENCOUNTER NOTES
• Name View
• Add Results
EMR- ENCOUNTER NOTES
• Before View
• After View
EMR- ENCOUNTER NOTES
• Open previous encounter as new
• Right click on existing encounter> open as
new
EMR- ENCOUNTER NOTES
• Continue on next set
of data
EMR- VIRTUAL CHART
• Green Plus then Drag and Drop or Ctrl V to
Paste
EMR- VIRTUAL CHART
• Drag directly to Virtual Chart
EMR- VIRTUAL CHART
• Configure Table Colors for quick visual
search
EMR- VIRTUAL CHART
• Fax Selected Pages
• Right click> Fax>Choose Pages
CLAIMS- COLOR DISPLAY
• Claim Details
CLAIMS- COLOR DISPLAY
• Accounts Receivable
CHECK FOR NEW TIPS
• Don’t forget Tech Tuesdays, Release
Notes, and User Guide
CONTEXT SPECIFIC HELP
• CTRL F1(Help>Accuro User Guide)
opens to the area you are in
SHORTCUT KEYS
• See Keyboard Key Handout