<p> CPS EMR Workflow Documentation</p><p>Attaching Received Faxes to EMR Documents</p><p>Workflow to be used when documents are received, via fax, which require a physician or PA’s actual signature. Does not apply to faxed prescription refill requests. </p><p>It is recommended to work with “Split Screens” when doing this process to eliminate toggling back and forth. </p><p>Fax is received and processed via Faxcom:</p><p>1. Highlight Document</p><p>2. Right Click and Select [Forward] Forward window will appear.</p><p>4/7/2018 6:12 上午 Page 1 CPS EMR Workflow Documentation</p><p>3. From the list of users, DOUBLE CLICK “Pending Sign”. Pending sign should move to the right hand column of “Forward to: ”. </p><p>4. Select Forward. .</p><p>5. Double click the document to open. This allows you to see patient name, provider, and facility. </p><p>To attach document to EMR document:</p><p>1. From the EMR desktop, select “File Attachments”. Attachments screen will appear. (All fields are required)</p><p>2. Using Binoculars, search and select patient. </p><p>3. To add document, select the [Add] button. New Attachment window will appear. </p><p>4/7/2018 6:12 上午 Page 2 CPS EMR Workflow Documentation</p><p>4. Change “Type” to Other. Type Brief description of document such as PT Progress Note or Rehab note, etc. </p><p>5. Select [Browse] to find file you wish to attach. Open file window will appear. </p><p>6. If the file does not already default to the “Pending Sign” folder, search for it by using the following path:</p><p>A. Share(S:)</p><p>4/7/2018 6:12 上午 Page 3 CPS EMR Workflow Documentation</p><p>B. Faxes</p><p>C. Pending Sign</p><p>D. Highlight document to attach. Verify the last 4 numbers of the file in faxcom to make sure you are selecting the correct document to attach. </p><p>E. Select Open</p><p>7. Select OK to attach the file</p><p>8. Choose Correct Document for the created document.</p><p>9. Responsible provider should be the patient’s treating provider</p><p>10. Location of care should be OOSMC</p><p>11. Summary is facility & body part. For example: Canby PT - Lt Shoulder</p><p>12. Clinical Date should be the date of the document. Select current button to fill in time field. *NOTE: if the date of the document is the same as the current day, use the [Current] button to complete date and time. </p><p>13. Make sure “Signed” checkbox is unsigned. </p><p>14. Type a brief note to provider in white space. For example: PT Progress note – Please sign. </p><p>15. Select Create Document. Document will be created in the patient’s chart and routed to the treating providers desktop</p><p>16. From Faxcom, move document to the sent folder of the provider to signify the document has been sent for signature. </p><p>4/7/2018 6:12 上午 Page 4</p>