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Complete Patient Documentation in Withinehr

This guide walks you through the complete process of documenting patient information in WithinEHR.

View most recent version on Tango.ai

Accessing Patient Records​

1. Click on Patient record to access patient​

Navigate to the patient records section to access a specific patient's information.

Step 1 screenshot

2. Click on Overview​

The Overview section displays the patient information, including contact info and other personal details.

Step 2 screenshot

3. Click on Appointment​

Access the appointment section to view and manage patient appointments.

Step 3 screenshot

4. Click on Documents​

Navigate to the Documents section to access and manage patient documentation.

Step 4 screenshot

5. Click on Payments​

Access the Payments section to view billing and payment information.

Step 5 screenshot

6. Click on Insurance​

View and manage patient insurance information.

Step 6 screenshot

Creating Documentation​

7. Click on the appointment date (e.g., 11/20/2024 – 11/20/2024)​

Select a specific appointment to document.

Step 7 screenshot

8. Click on Note​

Open the note editor to create or edit patient documentation.

Step 8 screenshot

9. Type your note content​

Enter the documentation details in the note editor.

Step 9 screenshot

10. Add signature field​

Drag the signature field element to add a signature area to your documentation.

Step 10 screenshot

11. Click on Confirm Signature​

Confirm the signature to finalize this section of the documentation.

Step 11 screenshot

12. Click on Save Draft​

Save your documentation as a draft. You can continue editing later or finalize it when ready.

Step 12 screenshot

Note: This workflow was created with Tango.ai. For the most up-to-date version, visit the original workflow.