Using the Document Center

The Document Center allows you to access and manage a wide range of clinical and administrative documents across all patient charts. It also includes settings related to other features available in EHR 24/7. Below is a breakdown of the available sections and what you can do with them.

Encounters

• View progress notes created for all patients.

• Click on a patient’s name to open their chart directly.

• Click the Encounter ID to open the progress note in a patient chart.

• Click the View Billing Info icon to generate a summary of billing codes that carry over to a Patient Visit in Practice Mate.

• Click the Pencil icon under Edit Billing Status to update the billing status.

• Click the checkbox under Sign to sign the encounter.
  Note: Only users with the proper permissions can sign encounters. Once signed, this action is permanent.

• Click the Route icon to send the document to another Office Ally user.

• To perform bulk actions:

• 
  Select one or more encounters using the checkbox on the left.

• 
  Hover over Select Actions (top right) to:

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  Create a Patient Visit or Claim in Practice Mate.

• 
  View billing information for the selected encounters.

Orders

Hover over the Orders tab to access the following options:

• View Lab/Radiology Order List

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  Displays all lab and radiology orders for all patients.

• 
  Submit lab orders electronically (for connected labs), or print labels/forms.

• Add New Lab Order

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  Create a lab order for a selected patient.

• Add Radiology/Other Order

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  Add a radiology or other type of order (like lab orders).

• View Referral Order List

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  View, edit, delete, or print referral orders.

• Add New Referral

• 
  Add incoming or outgoing referrals.

• Blue Shield of California PPO Referral

• 
  Search for referral locations (ASC, Clinical Labs, Dialysis, DME) in California.

• Patient Requests

• 
  Create and manage records of patient record requests.

Results Inbox

• Displays incoming lab results that are not yet linked to a patient or require user review.

• From here, you can assign results to the appropriate patient chart.

Medications

• View a list of medications electronically sent via Office Ally.

• Filter by patient or provider.

• Print a copy of non-controlled substance prescriptions.

• Access the eRx Notifications section, including:

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  Pharmacy Requests

• 
  Pharmacy Responses

• 
  Failed Transmissions

• 
  Pending Prescriptions

• 
  RX Worklist

• These sections work with the e-prescribe (OARX) function in Office Ally.

Documents

• View and manage documents by type:

• 
  Provider Documents

• 
  Intake Documents

• 
  Direct Documents

• Upload documents to a patient chart (you must search for and select a patient first).

Education Resources

• View a list of all patient education resources uploaded across patient charts.

Batches

• Generate an EHI Report for an individual patient.

• Export patient data in bulk using one of the following formats:

• 
  CCD

• 
  Transition of Care

• 
  EHI CCD

Reports

Available reporting options include:

• Encounter Billing Status Report

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  Pulls data from Encounters, Patient Visits, and Claims/Billing in Practice Mate.

• Encounter Summary by Providers

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  Lists encounter types and totals per provider.

• Patient Data Measures Report

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  Generates a list of patient demographics (Name, ID, DOB, Age, Sex, Phone).

• Patient Medications List

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  Shows the last 100 patients with a selected medication and when it was added.

• Provider Most Used Diagnosis Codes

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  Lists diagnosis codes used by a provider within a selected time range.

• PHI Disclosure Log

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  Record any instances of PHI disclosures made on behalf of a patient.

For OARX-specific reports, please attend the OARX webinar for further instruction. Follow the link below to register for the OARX Webinar:

OA-Rx Webinars

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