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| ==VEHRDICT Dashboard==
| | = VEHRDICT Dashboard = |
| '''VEHRDICT''' is a user-friendly...
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| == Dashboard ==
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| The Dashboard in VEHRDICT is the central hub...
| | '''VEHRDICT Dashboard''' is the central hub of the system, providing a real-time overview of patient activity, tasks, appointments, and clinical data. |
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| | <!-- 📸 Screenshot 1: FULL DASHBOARD --> |
| | <!-- Take a full-page screenshot --> |
| | [[File:dashboard-overview.png|1000px|center|VEHRDICT Dashboard Overview]] |
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| [[File:Photo_2026-04-07_21-35-31.jpg|800px|Dashboard Overview]]
| | --- |
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| === Overview ===
| | == Overview == |
| The dashboard provides a centralized view of key activities and patient-related information within the system. It allows users to quickly monitor appointments, pending orders, patient messages, open tasks, and recent encounters. This helps improve workflow efficiency by giving real-time insights into daily operations. Users can easily track ongoing activities, prioritize tasks, and ensure timely patient care through this interactive dashboard. | | The dashboard provides a centralized view of key activities, allowing users to: |
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| The dashboard displays key metrics such as:
| | * Monitor daily appointments |
| * Today's Patients
| | * Track pending tasks and orders |
| * Unsigned Encounters | | * View recent patient encounters |
| * Pending Orders | | * Access quick actions |
| * Patient Messages | |
| * Open Tasks | |
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| ## 2.5 Quick Actions
| | This helps improve workflow efficiency and patient care. |
| The Quick Actions section allows users to quickly access commonly used features:
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| - Find Patient
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| - Schedule
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| - Messages
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| - New Task
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| - New Note
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| - Encounters
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| --- | | --- |
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| ## 2.6 Patient Messages
| | == Key Metrics == |
| Displays messages sent by patients.
| | The top section displays important statistics: |
| If there are no messages, the system will show:
| |
| **"Your inbox is clear!"**
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| ---
| | * '''Today's Patients''' – Number of scheduled patients |
| | * '''Unsigned Encounters''' – Requires review/signature |
| | * '''Pending Orders''' – Incomplete medical orders |
| | * '''Patient Messages''' – Unread messages |
| | * '''Open Tasks''' – Pending tasks |
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| ## 2.7 My Notes
| | <!-- 📸 Screenshot 2: TOP SUMMARY CARDS --> |
| Displays personal notes created by the user for quick reference and documentation.
| | [[File:dashboard-summary.png|900px|center|Dashboard Key Metrics]] |
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| --- | | --- |
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| ## 2.8 Clinic Information
| | == Today's Schedule == |
| Provides details about the clinic:
| | Displays all appointments for the current day. |
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| **Brighton Clinic**
| | <!-- 📸 Screenshot 3: TODAY'S SCHEDULE --> |
| 123 Main Street
| | [[File:todays-schedule.png|900px|center|Today's Schedule Section]] |
| Allentown, PA
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| --- | | --- |
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| ## 2.9 Dashboard Widgets Explained
| | == Upcoming Appointments == |
| The dashboard includes several widgets that provide real-time insights:
| | Shows appointments scheduled in the next 7 days. |
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| - **Today's Patients** – Displays the number of patients scheduled for today | | <!-- 📸 Screenshot 4: UPCOMING --> |
| - **Unsigned Encounters** – Shows encounters that require review and signature | | [[File:upcoming-appointments.png|900px|center|Upcoming Appointments]] |
| - **Pending Orders** – Lists orders that are not yet completed | |
| - **Patient Messages** – Displays unread messages from patients | |
| - **Open Tasks** – Shows tasks that are still pending | |
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| --- | | --- |
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| ## 2.10 How to Use the Dashboard
| | == Recent Encounters == |
| Follow these steps to use the dashboard effectively:
| | Displays recent patient visits and medical records. |
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| 1. Click **Find Patient** to search for patient records
| | * Date |
| 2. Use **Schedule** to create new appointments
| | * Patient Name |
| 3. Select **Messages** to communicate with patients
| | * Reason for Visit |
| 4. Click **New Task** to assign tasks
| | * Status |
| 5. Use **New Note** to document patient information | | |
| | <!-- 📸 Screenshot 5: RECENT ENCOUNTERS --> |
| | [[File:recent-encounters.png|900px|center|Recent Encounters]] |
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| --- | | --- |
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| ## 2.11 Customization
| | == My Tasks == |
| The dashboard content may vary depending on:
| | Displays assigned tasks and their status. |
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| - User role (Doctor, Admin, Staff) | | <!-- 📸 Screenshot 6: MY TASKS --> |
| - Assigned patients | | [[File:my-tasks.png|900px|center|My Tasks Section]] |
| - Active tasks and appointments | |
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| --- | | --- |
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| ## 2.12 Tips for Efficient Use
| | == Quick Actions == |
| - Regularly check unsigned encounters to avoid delays
| | Quick access to frequently used features: |
| - Use Quick Actions to save time
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| - Keep tasks updated for better workflow management
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| - Monitor patient messages to ensure timely responses
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| ---
| | * Find Patient |
| | * Schedule |
| | * Messages |
| | * New Task |
| | * New Note |
| | * Encounters |
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| ## 2.13 Troubleshooting
| | <!-- 📸 Screenshot 7: QUICK ACTIONS --> |
| If the dashboard is not displaying expected data:
| | [[File:quick-actions.png|900px|center|Quick Actions]] |
| | |
| - Ensure you are logged in properly | |
| - Check if patients or appointments have been added | |
| - Refresh the page | |
| - Contact the system administrator if the issue persists
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| --- | | --- |
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| ## 2.14 Example Dashboard Scenario
| | == Patient Messages == |
| Below is an example of a populated dashboard:
| | Displays communication between patients and providers. |
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| - Today's Patients: 5
| | If no messages: |
| - Unsigned Encounters: 2
| | ''Your inbox is clear!'' |
| - Pending Orders: 1
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| - Patient Messages: 3
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| - Open Tasks: 4
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| This example helps users understand how the dashboard reflects real-time activity.
| | <!-- 📸 Screenshot 8: PATIENT MESSAGES --> |
| | [[File:patient-messages.png|900px|center|Patient Messages]] |
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| --- | | --- |
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| ## 2.15 Why Dashboard May Show No Data
| | == My Notes == |
| If the dashboard displays zero values, possible reasons include:
| | Displays personal notes created by the user. |
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| - No appointments have been scheduled
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| - No tasks or notes have been created
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| - User permissions may restrict data creation
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| Ensure proper configuration and user access to fully utilize dashboard features.
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| === Today's Schedule ===
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| Displays all scheduled appointments for the day.
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| === Recent Encounters ===
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| Shows recent patient activity including:
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| * Date
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| * Patient
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| * Reason for Visit
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| === My Tasks ===
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| Displays assigned tasks.
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| If none:
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| "No tasks assigned to you. You're all caught up!"
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| === Quick Actions ===
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| * Find Patient
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| * Schedule
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| * Messages
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| * New Task
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| * New Note
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| * Encounters
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| === Patient Messages ===
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| Displays patient messages.
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| If none:
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| "Your inbox is clear!"
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| === My Notes ===
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| Displays user notes. | |
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| === Clinic Information ===
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| Brighton Clinic
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| 123 Main Street
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| Allentown, PA
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| | |
| === Dashboard Widgets Explained ===
| |
| The dashboard is composed of multiple widgets that provide real-time insights:
| |
| | |
| * '''Today's Patients''' – Displays the number of patients scheduled for today.
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| * '''Unsigned Encounters''' – Shows encounters that require review and signature.
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| * '''Pending Orders''' – Lists any orders that are yet to be completed.
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| * '''Patient Messages''' – Displays unread messages from patients.
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| * '''Open Tasks''' – Indicates tasks that are still pending.
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| === How to Use the Dashboard ===
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| Users can interact with the dashboard to quickly access key features:
| |
| | |
| # Click on "Find Patient" to search for patient records.
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| # Use "Schedule" to create new appointments.
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| # Select "Messages" to communicate with patients.
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| # Click "New Task" to assign tasks.
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| # Use "New Note" to document patient information.
| |
| | |
| === Customization ===
| |
| The dashboard content may vary depending on:
| |
| | |
| * User role (Doctor, Admin, Staff)
| |
| * Assigned patients
| |
| * Active tasks and appointments
| |
| | |
| === Tips for Efficient Use ===
| |
| * Regularly check unsigned encounters to avoid delays.
| |
| * Use Quick Actions to save time.
| |
| * Keep tasks updated for better workflow management.
| |
| * Monitor patient messages to ensure timely responses.
| |
| | |
| === Troubleshooting ===
| |
| If the dashboard is not displaying expected data:
| |
| | |
| * Ensure you are logged in properly.
| |
| * Check if patients or appointments have been added.
| |
| * Refresh the page.
| |
| * Contact system administrator if the issue persists.
| |
| | |
| === Example Dashboard Scenario ===
| |
| Below is an example of how a populated dashboard may appear:
| |
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| * Today's Patients: 5
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| * Unsigned Encounters: 2
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| * Pending Orders: 1
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| * Patient Messages: 3
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| * Open Tasks: 4
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| This example helps users understand how the dashboard reflects real-time activity once the system is actively used.
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| [[File:Screenshot 2026-04-08 014618.png|1000px|center|Dashboard with patient notes]]
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| === Why Dashboard May Show No Data ===
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| If the dashboard displays zero values:
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| * No appointments have been scheduled
| | If empty: |
| * No tasks or notes have been created
| | ''No notes yet.'' |
| * User permissions may restrict data creation
| |
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| Ensure proper configuration and user access to fully utilize dashboard features.
| | <!-- 📸 Screenshot 9: MY NOTES --> |
| | | [[File:my-notes.png|900px|center|My Notes Section]] |
| ## 🧑⚕️ Add Patient – Contact Information
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| The **Contact** section is used to enter essential patient identity and contact details. Fields marked with (*) are required.
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| --- | | --- |
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| ### 📌 Personal Information
| | == Clinic Information == |
| | Displays clinic and user details: |
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| - **Title**
| | * Brighton Clinic |
| Enter the patient’s title (e.g., Mr., Mrs., Dr.)
| | * 123 Main Street |
| | * Allentown, PA |
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| - **First Name*** | | <!-- 📸 Screenshot 10: PROFILE / CLINIC --> |
| Enter the patient’s first name
| | [[File:clinic-info.png|900px|center|Clinic Information]] |
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| - **Last Name*** | |
| Enter the patient’s last name
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| - **Middle Name** | |
| (Optional) Enter middle name
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| - **Nickname** | |
| (Optional) Enter preferred name or nickname
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| - **Date of Birth (DOB)*** | |
| Select date in `MM/DD/YYYY` format
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| - **Birth Sex***
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| Select from dropdown (Male, Female, Other)
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| --- | | --- |
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| ### 📞 Contact Details
| | == Dashboard Widgets Explained == |
| | | Each widget provides real-time insights: |
| - **Email*** | |
| Enter a valid email address
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| - **Primary Phone***
| | * '''Today's Patients''' – Daily patient count |
| Enter patient’s main contact number
| | * '''Unsigned Encounters''' – Pending signatures |
| | * '''Pending Orders''' – Incomplete orders |
| | * '''Patient Messages''' – Communication alerts |
| | * '''Open Tasks''' – Task tracking |
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| --- | | --- |
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| ### 📍 Address Information
| | == How to Use the Dashboard == |
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| - **Street***
| | # Click '''Find Patient''' to search records |
| Enter full street address
| | # Use '''Schedule''' to create appointments |
| | | # Select '''Messages''' to communicate |
| - **City***
| | # Click '''New Task''' to assign tasks |
| Enter city name
| | # Use '''New Note''' for documentation |
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| - **State***
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| Enter state
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| - **Postal Code***
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| Enter ZIP/postal code
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| - **Country Code**
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| Enter country dialing code (e.g., +1 for USA)
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| - **County**
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| (Optional) Enter county name
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| --- | | --- |
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| ### 🪪 Identification
| | == Tips for Efficient Use == |
|
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| - **Driver's License**
| | * Check unsigned encounters regularly |
| Enter driver’s license number
| | * Use Quick Actions to save time |
| | * Keep tasks updated |
| | * Monitor patient messages frequently |
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| --- | | --- |
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| ### 💊 Pharmacy
| | == Known Issues / Limitations == |
|
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| - **Pharmacy**
| | During testing, the following issues were observed: |
| Select a pharmacy from dropdown
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| - Click **ADD** to create a new pharmacy
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| - Click **EDIT** to modify existing pharmacy
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| ---
| | * Unable to save: |
| | ** Vitals |
| | ** Immunizations |
| | ** Medications |
| | ** Prescriptions |
| | ** Invoices |
| | ** Forms |
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| ### ⚠️ Additional Information
| | These may be due to permission restrictions. |
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| - **Deceased Date** | | <!-- 📸 Screenshot 11: ERROR --> |
| Enter only if the patient is deceased
| | [[File:permission-issue.png|900px|center|Permission Issue Example]] |
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| --- | | --- |
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| ### 📝 Notes
| | = Additional Features = |
| - Ensure all required fields (*) are completed before saving
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| - Double-check contact details for accuracy
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| - Use valid formats for email and phone number
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|
| ---
| | == Add Patient – Contact Information == |
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| ### 🖼️ Example Layout
| | Used to enter patient details such as: |
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| 
| | * Name, DOB, Gender |
| | * Email and Phone |
| | * Address |
| | * Identification |
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| [[File:Screenshot 2026-04-09 234445.png|1000px|center|VEHRDICT Dashboard Overview]] | | <!-- 📸 Screenshot 12: ADD PATIENT FORM --> |
| | [[File:add-patient.png|900px|center|Add Patient Form]] |
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| ## How to Schedule a Patient
| | --- |
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| The scheduling feature allows healthcare providers to efficiently manage patient appointments and ensure proper time allocation for consultations, follow-ups, and procedures.
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| ### Steps to Schedule a Patient
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| 1. **Navigate to the Schedule Page**
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| - From the left sidebar, click on **Schedule** or **Calendar**.
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| 2. **Create a New Appointment**
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| - Click on the **Add Appointment** or **+ New** button.
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| 3. **Enter Patient Details**
| | == Scheduling a Patient == |
| - Select an existing patient from the list
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| - Or add a new patient if not already registered
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| 4. **Set Appointment Information**
| | Steps: |
| - **Date:** Choose the appointment date
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| - **Time:** Select the appropriate time slot
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| - **Type:** (e.g., Office Visit, Follow-up, Telemedicine)
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| - **Status:** Set as *Scheduled*
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| - **Room:** Assign a room if applicable
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| 5. **Add Notes (Optional)**
| | # Go to '''Schedule''' |
| - Include any relevant patient notes or instructions for the visit
| | # Click '''Add Appointment''' |
| | # Select patient |
| | # Set date and time |
| | # Click '''Save''' |
|
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| 6. **Save the Appointment**
| | <!-- 📸 Screenshot 13: SCHEDULING --> |
| - Click **Save** to confirm the booking
| | [[File:scheduling.png|900px|center|Scheduling Appointment]] |
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| --- | | --- |
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| ### Viewing Scheduled Patients
| | == Encounters == |
| | Manage patient visits and clinical records. |
|
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| - Scheduled patients will appear in: | | <!-- 📸 Screenshot 14: ENCOUNTERS --> |
| - **Today's Schedule**
| | [[File:encounters.png|900px|center|Encounters Section]] |
| - **Upcoming Appointments (Next 7 Days)**
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| - **Calendar View**
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| --- | | --- |
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| ### Tips for Effective Scheduling
| | == Medications / Prescriptions == |
| | Add and manage prescriptions for patients. |
|
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|
| - Avoid overlapping appointments | | <!-- 📸 Screenshot 15: MEDICATION --> |
| - Add clear notes for better patient management | | [[File:medication.png|900px|center|Prescription Section]] |
| - Regularly update appointment status (Completed, Pending, Cancelled) | |
| - Ensure all required fields are filled before saving
| |
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| --- | | --- |
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| ### Example Appointment Entry
| | == Vitals == |
| | Track patient health data: |
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|
| | Time | Patient Name | Type | Status | Room |
| | * Blood Pressure |
| |------------|-----------------|----------------|------------|------|
| | * Temperature |
| | 10:30 AM | Alice Thompson | Office Visit | Scheduled | 102 |
| | * Pulse |
| | * BMI |
|
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|
| [[File:Screenshot 2026-04-08 233913.png|800px|center|Dashboard Overview]] | | <!-- 📸 Screenshot 16: VITALS --> |
| | | [[File:vitals.png|900px|center|Vitals Section]] |
| ## 📅 Encounters
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| - 1 Encounter recorded
| |
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| --- | | --- |
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| ## ➕ Add New
| | == Billing & Payments == |
| Use **"Add New"** to create a new encounter or record.
| |
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| Put here patients informations:
| | Steps: |
| [[File:Screenshot 2026-04-09 001648.png|800px|center|Dashboard Section View]]
| |
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| | # Create encounter |
| | # Add CPT/ICD codes |
| | # Generate claim |
| | # Add payment |
|
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| | <!-- 📸 Screenshot 17: PAYMENT --> |
| | [[File:payment.png|900px|center|Payment Section]] |
|
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| How to add insurance?
| | --- |
| Go to insurance area
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| 1. General info
| | == Billing Reports == |
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| 2. Subscriber
| | Generate reports based on: |
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| 3. Employer
| | * Patient |
| | * Status |
| | * Date range |
|
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|
| 1.1 General info:
| | <!-- 📸 Screenshot 18: REPORT --> |
| | [[File:billing-report.png|900px|center|Billing Report]] |
|
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| [[File:Screenshot 2026-04-09 003437.png|800px|center|Dashboard Section View]]
| | --- |
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| 1.2 Subscriber
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| [[File:Screenshot 2026-04-09 005527.png|800px|center|Insurance - Subscriber Section]]
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| 1.3 Employer
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| [[File:Screenshot 2026-04-09 010605.png|800px|center|Insurance - Employer Section]]
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| How to add Documents?
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| Go to the documents are and record patients dictations and upload file.
| |
| [[File:Screenshot 2026-04-09 012558.png|800px|center|Documents Section View]]
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| Pending Orders:
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| Go to the order menu and put patients informations:
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| [[File:Screenshot 2026-04-09 020802.png|800px|center|Pending Orders Section View]]
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| How to make tickets?
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| 1. Go to the "My Task"
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| 2. Add new task.
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| 3. Put patients informations.
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| [[File:Screenshot 2026-04-09 021919.png|800px|center|Ticket Creation Section View]]
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| How to add Madications?
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| 1. Open Patinets list
| |
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| 2. Open "New prescription"
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| 3. Put some informations
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| Example:
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| [[File:Screenshot 2026-04-09 193705.png|800px|center|New Prescription Section]]
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| 🩺 How to Open Vitals Section
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| ✅ Method 1 (From Patient Profile)
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| Go to Patients List
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| Select any patient
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| Open the patient’s Profile / Chart
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| Look for Vitals or Clinical / Medical Records tab
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| Click on Vitals
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| Click Add New or + Add Vitals
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| ✅ Method 2 (From Encounter)
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| Go to Encounters
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| Open an existing encounter OR create a new one
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| Inside the encounter page, find Vitals section
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| Click Add Vitals
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| ✅ Method 3 (Quick Action – if available)
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| Go to Dashboard
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| Use Quick Actions
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| Click New Note / Encounter
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| Add vitals inside that record
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| 📌 After Opening Vitals
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| You will see fields like:
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| Blood Pressure (Systolic/Diastolic)
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| Weight & Height
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| Temperature
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| Pulse & Respiration
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| BMI
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| Oxygen Saturation
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| 👉 Fill the values → Click Save
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| [[File:Screenshot 2026-04-09 195206.png|800px|center|Vitals Section]]
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| 💳 How to Set Medical Billing in Payment Section
| |
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| ✅ Step 1: Create/Verify Encounter
| |
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| Go to Encounters
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| Open or create a patient encounter
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| Make sure services/procedures are added (CPT/charges)
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| 👉 Payment depends on this encounter
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| 🧾 Step 2: Generate Charges / Claim
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| Go to Billing / Claims
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| Create a claim for that encounter
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| Add:
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| Procedure codes (CPT)
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| Diagnosis codes (ICD)
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| Charges amount
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| 💰 Step 3: Open Payment Section
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| Go to Billing → Payments
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| Click Add Payment
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| You will see the form like your screenshot
| |
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| 🧩 Step 4: Fill Payment Fields
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| 🔹 Basic Info
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| PID: Patient ID (auto or manual)
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| Encounter: Link the encounter (very important)
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| Session ID: Visit/session reference
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| 🔹 Payer Type
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| Choose one:
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| Insurance → if insurance is paying
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| Patient → if self-pay
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| Other → adjustments
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| 🔹 Payment Amounts
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| Pay Amount: Amount received (e.g., $100)
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| Allowed Amount: Insurance-approved amount (e.g., $80)
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| 👉 Difference = adjustment/write-off
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| 🔹 Codes (Important for billing)
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| Account Code: Internal billing account (e.g., revenue code)
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| Reason Code: Adjustment reason (common examples):
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| PR-1 → Patient responsibility
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| CO-45 → Contractual obligation
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| CO-16 → Missing info
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| 🔹 Memo
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| Add note like:
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| “Insurance partial payment”
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| “Copay received”
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| 🔹 Post Time
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| Date & time when payment is recorded
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| ✅ Step 5: Save Payment
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| Click Save → Payment will be applied to the encounter/claim
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| 🔄 Example Workflow (Simple)
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| Add Patient
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| Create Encounter
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| Add CPT/ICD codes
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| Generate Claim
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| Add Payment (your form)
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| [[File:Screenshot 2026-04-09 214253.png|800px|center|Payment Details Section]]
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| 📊 How to Create a Billing Report
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| ✅ Step 1: Open Billing Reports
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| Go to Billing menu
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| Click on Reports or Billing Reports
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| You’ll see the form like your screenshot
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| 🧾 Step 2: Select Patient (Optional)
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| Click ADD next to Patient
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| Choose a specific patient (e.g., Olivia Scott)
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| 👉 Leave blank if you want a report for all patients
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| 💳 Step 3: Enter Payment Filter
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| Enter amount (e.g., $100, $250)
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| 👉 Optional — use this to filter specific payment values
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| 📌 Step 4: Choose Status
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| Select one:
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| Paid → completed payments
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| Pending → not yet paid
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| Partial → partially paid
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| Denied → rejected claims
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| 📅 Step 5: Set Date Range
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| Begin Date: Start date
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| End Date: End date
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| 👉 Example:
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| 03/10/2026 → 04/09/2026
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| 📄 Step 6: Select Display Type
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| List → detailed records
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| Summary → grouped totals
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| 🚀 Step 7: Generate Report
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| Click Create Report
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| System will generate:
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| Payment records
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| Patient details
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| Status & totals
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| 🔄 Example Workflow
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| Billing → Reports
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| Select patient
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| Set status = Paid
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| Choose date range
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| Click Create Report
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| [[File:Screenshot 2026-04-09 215159.png|800px|center|Billing Report Section]]
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