CE Check List
PRACTICE NAME: DATE: TECH:
HTTP - DOWNLOADS FaxCover Shortcuts TCSP Fax Cover Softw-Hardw Checklist MediSoft Support SPECIAL CE Supp Contract CE Check List Cheat Sheet Hardware Maintenance Common Problems Reset Laptop Our Response How To Credit Card Authorization

 Custom EMedical (CE) Check List

   

If they are using the Prescriptions / Faxing feature:

Menu / Patients / Prescribing / Edit Tool / Local Phone Number List - numbers that are LOCAL numbers for the office
Menu / Patients / Prescribing / Edit Tool / Fax Server Settings
Menu / Patients / Prescribing / Edit Tool / Pharmacy Phone Numbers
Menu / Patients / Prescribing / Edit Tool / Providers / Signatures for each provider that is prescribing and user rights
Menu / Patients / Prescribing / Edit Tool / Header - Create prescription and preview after setting values
Menu / Patients / Prescribing / Edit Tool / Footer - Create prescription and preview after setting values
Menu / Patients / Prescribing / Edit Tool / Medication Name - make sure ALL meds are listed

  Labels

Make sure they print without any error messages, margins and Label Printer Selected is the correct printer

  Certificate


Make sure it is installed and security message does not come up when user opens CE

  Messages

Make sure user can send and receive messages
Make sure user can view the message faded screen when clicking on message

  Immunizations

Make sure user rights are setup:
Menu / Patients / Prescribing / Edit Tool / Providers / Signatures for each provider that is prescribing and user rights

  Quick Scan

Make sure server has Adobe Acrobat Standard
Make sure each SCANNING computer has Adobe Acrobat Standard
Make sure each workstation can open the paperless chart PDF file - Adobe Reader

  Encounters

Make sure provider is able to create encounters
Menu / Patients / Encounters / New Patient Encounter / Templates should appear for signed on provider (at least 3 by default get created by the system)

  Patient Demographics

Make sure you can double click on a Patient Chart Number or Last Name and open the demographics page

 
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