General User’s Guide Aprima v18.1 August 19, 2019 © 2019 Aprima Medical Software, an eMDs company. All rights reserved. Aprima is a registered trademark of Aprima Medical Software. All other trademarks are the property of their respective owners. Reference Number: 1195.08 2 Ref: 1195.08 Contents Introduction .................................................................................................................................................. 17 Purpose and Organization of this Guide ........................................................................................... 17 New and Revised Content .................................................................................................................. 17 Other Conventions Used in Documentation .................................................................................... 18 Using the Application .................................................................................................................................. 18 Logging into Aprima ............................................................................................................................. 18 Password Expiration Notification ........................................................................................................ 18 Online Help ............................................................................................................................................ 19 Updates to the Online Help .......................................................................................................... 19 Access the Aprima Academy...................................................................................................... 19 Access the Aprima Customer Portal ........................................................................................... 20 Shortcut Keys ......................................................................................................................................... 21 Function Keys .................................................................................................................................. 21 Keyboard Shortcuts ........................................................................................................................ 21 Text Shortcuts .................................................................................................................................. 22 Inking ....................................................................................................................................................... 22 Text Editing Popup Menu for Notes .................................................................................................... 22 Searching for a Word or Phrase in Text .............................................................................................. 23 Search Function .................................................................................................................................... 23 Searching ........................................................................................................................................ 24 Searching for a Known Item ......................................................................................................... 24 Entering Dates ................................................................................................................................. 24 Creating a Search Filter ................................................................................................................ 24 Modifying a Search Filter ............................................................................................................... 25 Using a Search Filter ....................................................................................................................... 25 Timespans in Search Filters ............................................................................................................ 25 Diagnosis and Procedure Code Searches ................................................................................. 26 Incomplete Diagnosis Codes ....................................................................................................... 27 Export Search Results ..................................................................................................................... 27 Modify Columns .............................................................................................................................. 27 Modify the Most Recently or Most Frequently Used List ........................................................... 28 Addresses ............................................................................................................................................... 29 Entering Addresses Using the ZIP Code Search ......................................................................... 29 Foreign Addresses and Phone Numbers .................................................................................... 29 Ref: 1195.08 3 Sliders ...................................................................................................................................................... 29 Splitter Bars ............................................................................................................................................. 30 General Note Macros .......................................................................................................................... 30 Underscore for Entries .................................................................................................................... 31 Spell Checking ................................................................................................................................ 31 Security............................................................................................................................................. 31 Enter a Note .................................................................................................................................... 31 Create a General Note ................................................................................................................. 32 Select a General Note for Use ..................................................................................................... 32 Expand or Contract All ........................................................................................................................ 32 Documenting Application Errors ........................................................................................................ 32 Add-In Applications .................................................................................................................................... 32 Associate an Add-In Application to Your User Profile ..................................................................... 33 Using an Add-In Application ............................................................................................................... 33 Advance Directives ..................................................................................................................................... 33 Attach an Advance Directive to a Patient Record ........................................................................ 34 View a Patient’s Advance Directive .................................................................................................. 34 Appointments ............................................................................................................................................... 34 Schedule ................................................................................................................................................ 35 Quick Link Icons .............................................................................................................................. 36 Menus ............................................................................................................................................... 37 Select the Date Displayed ............................................................................................................ 37 Select Calendar Displayed ........................................................................................................... 37 Waiting List Slider ............................................................................................................................ 37 Appointment Clipboard and Clipboard Slider ......................................................................... 38 Scheduling Appointments ................................................................................................................... 38 Appointment Report ...................................................................................................................... 38 Patient Account on Appointments ............................................................................................. 38 Referring Provider ........................................................................................................................... 39 Insurance Benefits, Electronic Medication History, and Prescription Benefits ...................... 39 Recurring Appointments ............................................................................................................... 39 Appointments for Group Visits .....................................................................................................