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      • Quality Reporting
        • Brief Introduction to Quality Reporting
  • Rapid Deployment
    • Rapid Deployment Agenda
      • Project Kick-off Meeting
        • High-level Demonstration for Core Team
          • Deployment Planning
            • Base Configuration
              • Encounter Workflow & Portal Management
              • Fax Manager & Reports
              • Health Surveillance & Order/Result Management
              • Injury Care & Case Mgmt
              • Medication Management/E-Prescribing & Injection/Immunization Management
              • Patient Registration & Document Management
              • Scheduler & Check-in
              • System Admin
              • Tasking & E-Sign
              • Work-Related Exams & Clinical Care
      • Rapid Deployment Project Outline
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        • Chart Data Imports
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      • Getting Down to Basics
      • Review Sessions
        • Review Session - System Configuration
          • Review Session - Patient Registration
          • Review Session - Document Management
          • Review Session - Checkin
          • Review Session - Scheduler
          • Review Session - Encounter Workflow
          • Review Session - Portal Management
          • Review Session - Injury Care
          • Review Session - Case Management
          • Review Session - Work-Related Exams
          • Review Session - Health Surveillance
          • Review Session - Order and Result Management
          • Review Session - Medication Management/Electronic Prescribing
          • Review Session - Injection/Immunization Management
          • Review Session - Tasking
          • Review Session - E-Sign
          • Review Session - Fax Manager
          • Review Session - Reports
          • Review Session - System Administration
  • Resources
    • System Specifications
      • Real World Testing
        • Real World Testing Plan 2021
          • Real World Testing Plan 2025
            • Real World Testing Plan 2026
          • Client Hardware and Software Specifications
          • Application Programming Interface (API)
            • Terms of API Use
          • Encryption Statement
          • On-Premise Deployment
            • On-Premise MySQL Server Hardware Requirements
              • Application Managed Service Summary
          • Interface Specifications
          • CCDA, CCD and CCR Compatibility
          • System Email Templates
            • Email Templates from Chart
              • Comments Only
                • High Blood Pressure Notification
                  • Pat Audio STS Phy Review
                  • Pat Audio STS Retest
                  • Pat FMLA Approved Employee
                  • Pat FMLA Approved Supervisor
                  • Pat FMLA Denied
                  • Pat FMLA Ineligible
                  • Pat FMLA Med Cert Missing Info
                  • Pat Guideline Reminder
                  • Pat HS Reminder to SPV
                  • Pat Immunizations Due
                  • Pat Immunizations Past Due
                  • Pat MLOA Extend
                  • Pat MLOA Start
                  • Pat NMC Invitation
                  • Pat Non Compliance
                  • Pat Portal Message Notification
                  • Pat Restrictions
                  • Pat Return to Work
                  • Pat Travel Injection
                  • Pat Work Status Report
                  • Portal Message Notification
              • Email Templates from Scheduler
                • Apt Cancellation
                  • Apt Confirmation
                  • Apt Employee Reminder 7 Days
                  • Apt Employee Reminder 30 Days
                  • Apt Employee Reminder 60 Days
                  • Apt Guideline Reminder
                  • Apt HS Out of Compliance
                  • Apt Invitation with Portal
                  • Apt Invite Reminder
                  • Apt Missed Required
                  • Apt Released to Full Duty
                  • Apt Reminder
                  • Apt Reminder 1 with Portal
                  • Apt Spv Reminder 15 Days
                  • Default
      • Quality Resources
      • Communications
        • MACRA: Quality Payment Program (QPP)
          • MIPS: Pick Your Pace
          • What You Need to Know
          • End-of-Year Is Here: Keeping Up with CMS
      • Intro to the System
        • System Anatomy
  • Videos & Demonstrations
  • functions.md
    • Basic Initial System Information
      • Timeout Logout
      • Online Help and Notifications
      • Quick View Sidemenu
        • Sidemenu Thumbtack Feature
          • Alerts Portlet
          • Alerts, Errors, Failures - Interactive Tab
          • Due List Portlet
          • Schedule Portlet & My Schedule Portlet
          • Condition Portlets and Alert Bar
          • Preventive Care Portlet
          • Warnings & Alerts Portlet
          • Super User Quick View Portlet
      • Artificial Intelligence
      • E-Chart
        • Detailed Chart Searching in E-Chart
          • Alert Comments on Charts
          • Patient Summary Dashboard Chart Tab
          • Demographics Chart Tab
            • Editing Demographics
          • Medical Contacts Portlet - Contacts, Relationships, and User-Patient Relationships
          • Insurance Eligibility Chart Tab
          • Insurance Summary in Demographics Chart Tab
      • Patient Registration
        • Patient Registration Tab - Manual Patient Entry
          • Medical Record Numbers
      • Document Management
        • Documents & Forms
          • Add Document - Legacy View vs. Current View
            • E-Chart Scan Documents
              • Text Documents
              • Word Documents
              • Word Documents - CC Physicians Feature
              • PDF Documents
              • Picture-Photo Documents
              • Sketch Documents
              • Form Documents
              • File Documents
              • Delete/Move/Lock Documents
              • Document Properties
              • Document Details
              • Adding a Subject to Documents
              • Link Documents to Encounters
              • Link Documents to Other Documents
              • Link Documents to Order Requests
              • Bubble Forms
              • Audio-Vision Data Entry
              • Audiogram Data Entry
              • Vision Data Entry
              • Biometric Data Entry
              • EKG Data Entry
              • PFT Data Entry
              • X-Ray Results Data Entry
              • Document Type Purge Rules
          • Scanning & Indexing
            • AlternaTIFF ActiveX Control for WebScan
              • Scanner Cleaning
              • Scanning
              • Indexing
              • Indexing Bubble Forms
              • Batched Documents - Printing, Faxing, Burning
              • Batch Search in WebScan
              • Working Inbound Fax Queue & Distributing Incoming Faxes
          • Printing & Print Definitions
            • Printing Documents
              • Printing TIFFs
              • Print Definitions
              • Print Chart
              • Label Printing Feature
          • Imaging
            • DICOM Setup Tab
              • DICOM Viewer
              • Burning DICOM Images onto CD/DVD
              • Inbound Application Installation: dicomd
              • RadOmni
              • DICOM Modality Work List (MWL)
              • TechOmni
      • Scheduling
        • Schedule Management
          • Pat/Appt Wizard Tab
          • Adding an Appointment Using the Wizard Tab
          • Cancel/No-Show/Edit Appointments
          • Scheduler Views
          • Schedules Tab
          • Guided Template Schedules
          • Appt Types Tab
          • Waiting List Tab
          • Scheduler Inputs Editor Required/Recommended Fields
          • Checkin
      • Portal Management
        • Applicant Portal
          • Employer/Employee Second Portal Setup
          • Supervisor Portal Setup
          • Linking Users for Portal Access
          • Patient Portal First-Time Setup & Configuration
          • Patient/Employee Portal Self Checkin for Existing Scheduled Appointments
          • Portal Activation Code Employee Experience
          • Password Reset - Non SSO
          • Portal Portlet
          • Supervisor Portal Scheduling
          • Supervisor Portal Questionnaires
          • Portal Virtual Waiting Room
          • Outside Contact Portal - SMP Portal Clinic Sender Experience
          • Outside Contact Portal - SMP Portal Contact User Experience
          • NoMoreClipboard
          • Messages from NMC User
      • Encounters
        • Working in a Legacy Encounter
          • Working in a Visit Encounter
            • Rename an Encounter Section Heading
              • Heading Levels in Encounters
          • Encounter Top Section
          • Encounter Section
          • Encounter Owners
          • Smart Plan Encounter Section
          • Contributing Providers Encounter Section
          • Chief Complaint Encounter Section
          • HPI Encounter Section
          • Past Medical History Encounter Section
          • Past Procedures Encounter Section
          • Presenting Medications Encounter Section
          • Allergies Intolerances Encounter Section
          • Immunizations/Injections Encounter Section
          • Social History Encounter Section
          • Gynecology History Encounter Section
          • Pregnancy History Encounter Section
          • Presenting Restrictions Encounter Section
          • Review of Systems Encounter Section
          • Questionnaire Encounter Section
          • Vitals Encounter Section
            • Vitals System Wide Defaults
          • Nurse Physical Exam Encounter Section
          • Physical Exam Encounter Section
          • Visual Exam Encounter Section
          • Labs Results Encounter Section
          • Tests & Procedures Encounter Section - Applying/Adding, Completing, Resulting
          • Tests & Procedures Encounter Section - Remove, Delete, Edit
          • Images Encounter Section
          • Symptoms/Diagnosis Encounter Section
          • ICD11 Tool
          • Warnings and Alerts Encounter Section
          • Open Order Request Encounters Section
          • Plan Narrative Encounter Section
          • Medication Orders Encounter Section
          • Visit Orders Encounter Section
            • Visit Orders - Make Order Requisition
          • Future Appointments Encounter Section
          • E/M Calculator Encounter Section
          • Carbon Copy Encounter Section
          • Clinical Education Encounter Section
          • Depart Instructions Encounter Section
          • Recommendations Encounter Section
          • Tracking Notes Encounter Section
          • Goals Encounter Section
          • Financials Encounter Section
          • Negations Encounter Section
          • Final Summary Encounter Sections
          • Encounter Summary Toolbar
          • Encounters Tab
          • Encounter Checkout Chart Tab
          • Encounter Worklists
          • Encounter Protocols
          • Archiving/Closing/Re-archiving Encounters
          • Creating or Adding Encounters
          • Copy From Previous Exam
          • Libraries
          • Assigned Encounter Users
          • Dictation and Transcription
            • How to Install MIEPlayer Control
              • How to Remove MIEPlayer Control
              • How to Adjust Voice Recording Volume
              • SpeechMike Dictation Instructions
              • Editing Encounter Dictations
              • Routing Dictation
              • Closing Encounters from the Dictation Module
              • Basic Transcription - All Users
              • Highlight Transcribed
              • Transcribing Dictation
              • PACS SpeechMike Driver Utility Setup
              • Olympus Digital Dictation
          • Absence Management
            • Absence Management Workflow
          • Results Encounter
          • Work-Related Exams
            • Driver Fitness Determination Exam (DOT)
      • Injury Care
        • Case Management
          • Adding Absence Management Case
            • Adding Hospital Case
              • Adding MSEA Case
              • Adding Non-OSHA Case
              • Adding OSHA Case
              • Closing an Existing Case
              • Deleting an Existing Case
              • Viewing Cases
          • Editing Restriction Types
          • Adding Restrictions
          • Viewing Restrictions
          • Adding Accommodations
          • Viewing Accommodations
          • Work Status
          • Multiple Exposures
      • Health Surveillance
        • Introduction to Health Surveillance Panels
          • Adding/Editing Health Surveillance Panels
          • Health Surveillance Panels - Actions
          • Health Surveillance Panel Action Required for Certification
          • Health Surveillance Panels - Action Rules
          • Health Surveillance Panels - Add Memberships Manually
          • Health Surveillance Panels - Automated Membership
          • Panel Action Evaluator
          • Viewing Health Surveillance Panels & Membership
          • Panel Membership Portlet
          • Due List
          • Respirator Info Chart Tab
          • Mass Manual Entry of Respirator Fit Data
          • Health Surveillance Playbook
      • Order & Result Management
        • Vitals Tracking & Management
          • E-Orders Chart Tab
          • E-Orders - Add Order Requests
          • E-Orders - Refer To Advanced Search
          • Order Requests Grid
          • Orders - View Recent
          • Observations Tab
          • Observation Code Merging
          • Observation Codes Editor
          • Observation Flowsheets
          • Flowsheets Editor
      • Medication Management & E-Prescribing
        • Electronic Prescribing for Controlled Substances (EPCS)
          • IdenTrust Certificate Registration Step-by-Step
            • EPCS Setup
              • Prescriber Responsibilities & Transmission Requirements
              • Prescribing Controlled Substances (EPCS)
          • Prescribing/Adding Medications
          • Edit/Change Medications
          • Print/Fax/Transmit Prescriptions
          • E-Refills - My Pending Refills Tab
          • E-Refills - My E-Rx Errors Tab
          • E-Refills - All E-Refills Tab
          • E-Refills - E-Scripts Tab
          • Refill All
          • Drug Guide Search
          • MedicalCodify.com
          • First DataBank and RXDB Database Last Update and Version
          • Drug Plan and Formularies
          • Drug Interaction/Allergy Warnings
          • Allergies and Intolerances
          • Allergies/Medications Tab Summary View
          • Allergy/Medication Tab - Quick Links
          • Unknown Allergy/Medication Email Notifications
          • Discontinue Medications
          • SureScripts Advanced - Formulary and Dosing
          • SureScripts Advanced - Medication History Reconciliation
          • SureScripts Advanced - Prescription and Insurance Eligibility Requests
          • Remembered Prescriptions & Meds Library
          • Setting Preferred Pharmacy, Days Supply, and Current Library & Med History Verification
          • Travel Kits
      • Injection/Immunization Management
        • Injection Tab
          • Edit/Delete Injections/Immunizations
          • Injection Tab - Vials
          • Injection Tab with CHIRP Interface
          • Injection Program Tab - Recording Mass Injections
          • Injection Editor
          • Vaccine Compliance
      • Task Management
        • Task List
          • Adding Tasks
          • Task Search
          • Fast Task Templates
      • E-Sign (Electronic Signature)
        • E-Sign Chart Tab
          • Request E-Signature
          • Un-Request/Unassign an E-Signature
          • Pending E-Sign Reviews
          • E-Sign All Pending Tab
      • Fax Manager
        • Faxing Documents
          • Fax Manager Tab - Outbound Faxing
          • Outbound Faxing Email Notifications of Sent/Failed Faxes
      • Financial Functionality
        • Adding Deals
          • Deal Quick Links - Using Deals In Encounters
      • System Configuration
        • Chart Types Editor
          • Chart Tabs
          • Colors
          • Document Type Tab
          • System Files Management
          • Locations Management
          • Locations Manager Tab
          • Work Locations Tab
          • Managing Departments
          • Encounters Protocol Configuration & Programming
          • Macros
          • Side Chart Configuration
          • Autocomplete Editor
          • Fee Schedules
          • Security Best Practices
          • Ask at Order Entry AOE Editor
          • Orders List Editor
          • Provider Management
      • Quality of Care
        • Quality Reporting Enrollment
          • Provider Quality of Care Status
          • Create File for Submission
          • Measures
            • Promoting Interoperability (PI) Measures
              • PI_EP_1 -- e-Prescribing
                • PI_PHCDRR_5 -- Clinical Data Registry Reporting
              • Improvement Activities Measures
                • 2018 Improvement Activities
                  • AHE 1 - Engagement of New Medicaid Patients and Follow-up
                    • AHE 2 - Leveraging a QCDR to Standardize Processes for Screening
                      • AHE 3 - Promote Use of Patient-Reported Outcome Tools
                      • AHE 4 - Leveraging a QCDR for Use of Standard Questionnaires
                      • AHE 5 - MIPS Eligible Clinician Leadership in Clinical Trials or CBPR
                      • AHE 6 - Provide Education Opportunities for New Clinicians
                      • BE 1 - Use of Certified EHR to Capture Patient Reported Outcomes
                      • BE 2 - Use of QCDR to Support Clinical Decision Making
                      • BE 3 - Engagement with QIN-QIO to Implement Self-management Training Programs
                      • BE 4 - Engagement of Patients through Implementation of Improvements in Patient Portal
                      • BE 5 - Enhancements/Regular Updates to Practice Websites/Tools that Also Include Considerations for Patients with Cognitive Disabilities
                      • BE 6 - Collection and Follow-up on Patient Experience and Satisfaction Data on Beneficiary Engagement
                      • BE 7 - Participation in a QCDR, that Promotes Use of Patient Engagement Tools
                      • BE 8 - Participation in a QCDR, that Promotes Collaborative Learning Network Opportunities that are Interactive
                      • BE 9 - Use of QCDR Patient Experience Data to Inform and Advance Improvements in Beneficiary Engagement
                      • BE 10 - Participation in a QCDR, that Promotes Implementation of Patient Self-action Plans.
                      • BE 11 - Participation in a QCDR, that Promotes Use of Processes and Tools that Engage Patients for Adherence to Treatment Plan
                      • BE 12 - Use Evidence-based Decision Aids to Support Shared Decision-making
                      • BE 13 - Regularly Assess the Patient Experience of Care Through Surveys, Advisory Councils and/or Other Mechanisms
                      • BE 14 - Engage Patients and Families to Guide Improvement in the System of Care
                      • BE 15 - Engagement of Patients, Family, and Caregivers in Developing a Plan of Care
                      • BE 16 - Evidenced-based Techniques to Promote Self-management into Usual Care
                      • BE 17 - Use of Tools to Assist Patient Self-management
                      • BE 18 - Provide Peer-led Support for Self-management
                      • BE 19 - Use Group Visits for Common Chronic Conditions (e.g., diabetes)
                      • BE 20 - Implementation of Condition-specific Chronic Disease Self-management Support Programs
                      • BE 21 - Improved Practices that Disseminate Appropriate Self-Management Materials
                      • BE 22 - Improved Practices that Engage Patients Pre-Visit
                      • BE 23 - Integration of Patient Coaching Practices Between Visits
                      • BMH 1 - Diabetes Screening
                      • BMH 2 - Tobacco Use
                      • BMH 3 - Unhealthy Alcohol Use
                      • BMH 4 - Depression Screening
                      • BMH 5 - MDD Prevention and Treatment Interventions
                      • BMH 6 - Implementation of Co-location PCP and MH Services
                      • BMH 7 - Implementation of Integrated Patient Centered Behavioral Health Model
                      • BMH 8 - Electronic Health Record Enhancements for BH Data Capture
                      • BMH 9 - Unhealthy Alcohol Use for Patients with Co-occurring Conditions of Mental Health and Substance Abuse and Ambulatory Care Patients
                      • CC 1 - Implementation of Use of Specialist Reports Back to Referring Clinician or Group to Close Referral Loop
                      • CC 2 - Implementation of Improvements that Contribute to More Timely Communication of Test Results
                      • CC 3 - Implementation of Additional Activity as a Result of TA for Improving Care Coordination
                      • CC 4 - TCPI Participation
                      • CC 5 - CMS Partner in Patients Hospital Engagement Network
                      • CC 6 - Use of QCDR to Promote Standard Practices, Tools and Processes in Practice for Improvement in Care Coordination
                      • CC 7 - Regular Training in Care Coordination
                      • CC 8 - Implementation of Documentation Improvements for Practice/Process Improvements
                      • CC 9 - Implementation of Practices/Processes for Developing Regular Individual Care Plans
                      • CC 10 - Care Transition Documentation Practice Improvements
                      • CC 11 - Care Transition Standard Operational Improvements
                      • CC 12 - Care Coordination Agreements that Promote Improvements in Patient Tracking Across Settings
                      • CC 13 - Practice Improvements for Bilateral Exchange of Patient Information
                      • CC 14 - Practice Improvements that Engage Community Resources to Support Patient Health Goals
                      • CC 15 - PSH Care Coordination
                      • CC 16 - Primary Care Physician and Behavioral Health Bilateral Electronic Exchange of Information for Shared Patients
                      • CC 17 - Patient Navigator Program
                      • EPA 1 - Provide 24/7 Access to MIPS Eligible Clinicians or Groups Who Have Real-Time Access to Patient's Medical Record
                      • EPA 2 - Use of Telehealth Services that Expand Practice Access
                      • EPA 3 - Collection and Use of Patient Experience and Satisfaction Data on Access
                      • EPA 4 - Additional Improvements in Access as a Result of QIN/QIO TA
                      • EPA 5 - Participation in User Testing of the Quality Payment Program Website (https://qpp.cms.gov/)
                      • ERP 1 - Participation on Disaster Medical Assistance Team, Registered for 6 Months
                      • ERP 2 - Participation in a 60-day or Greater Effort to Support Domestic or International Humanitarian Needs
                      • PM 1 - Participation in Systematic Anticoagulation Program
                      • PM 2 - Anticoagulant Management Improvements
                      • PM 3 - RHC, IHS, or FQHC Quality Improvement Activities
                      • PM 4 - Glycemic Management Services
                      • PM 5 - Engagement of Community for Health Status Improvement
                      • PM 6 - Use of Toolsets or Other Resources to Close Healthcare Disparities Across Communities
                      • PM 7 - Use of QCDR for Feedback Reports that Incorporate Population Health
                      • PM 9 - Participation in Population Health Research
                      • PM 10 - Use of QCDR Data for Quality Improvement such as Comparative Analysis Reports across Patient Populations
                      • PM 11 - Regular Review Practices in Place on Targeted Patient Population Needs
                      • PM 12 - Population Empanelment
                      • PM 13 - Chronic Care and Preventative Care Management for Empaneled Patients
                      • PM 14 - Implementation of Methodologies for Improvements in Longitudinal Care Management for High Risk Patients
                      • PM 15 - Implementation of Episodic Care Management Practice Improvements
                      • PM 16 - Implementation of Medication Management Practice Improvements
                      • PM 17 - Participation in Population Health Research
                      • PM 18 - Provide Clinical-Community Linkages
                      • PM 19 - Glycemic Screening Services
                      • PM 21 - Advance Care Planning
                      • PSPA 1 - Participation in an AHRQ-listed Patient Safety Organization
                      • PSPA 2 - Participation in MOC Part IV
                      • PSPA 3 - Participate in IHI Training/Forum Event: National Academy of Medicine, AHRQ Team STEPPS or Other Similar Activity
                      • PSPA 4 - Administration of the AHRQ Survey of Patient Safety Culture
                      • PSPA 5 - Annual registration in the Prescription Drug Monitoring Program
                      • PSPA 6 - Consultation of the Prescription Drug Monitoring Program
                      • PSPA 7 - Use of QCDR Data for Ongoing Practice Assessment and Improvements
                      • PSPA 8 - Use of Patient Safety Tools
                      • PSPA 9 - Completion of the AMA STEPS Forward Program
                      • PSPA 10 - Completion of training and receipt of approved waiver for provision opioid medication-assisted treatments
                      • PSPA 11 - Participation in CAHPS or Other Supplemental Questionnaire
                      • PSPA 12 - Participation in Private Payer CPIA
                      • PSPA 13 - Participation in Joint Commission Evaluation Initiative
                      • PSPA 14 - Participation in Quality Improvement Initiatives
                      • PSPA 15 - Implementation of an ASP
                      • PSPA 16 - Use of Decision Support and Standardized Treatment Protocols
                      • PSPA 17 - Implementation of Analytic Capabilities to Manage Total Cost of Care for Practice Population
                      • PSPA 18 - Measurement and Improvement at the Practice and Panel Level
                      • PSPA 19 - Implementation of Formal Quality Improvement Methods, Practice Changes, or Other Practice Improvement Processes
                      • PSPA 20 - Leadership Engagement in Regular Guidance and Demonstrated Commitment for Implementing Practice Improvement Changes
                      • PSPA 21 - Implementation of Fall Screening and Assessment Programs
                      • PSPA 22 - CDC Training on CDCs Guideline for Prescribing Opioids for Chronic Pain
                      • PSPA 23 - Completion of CDC Training on Antibiotic Stewardship
                      • PSPA 24 - Initiate CDC Training on Antibiotic Stewardship
                      • PSPA 25 - Cost Display for Laboratory and Radiographic Orders
                      • PSPA 26 - Communication of Unscheduled Visit for Adverse Drug Event and Nature of Event
                      • PSPA 27 - Invasive Procedure or Surgery Anticoagulation Medication Management
                      • PSPA 28 - Completion of an Accredited Safety or Quality Improvement Program
                      • PSPA 29 - Consulting AUC Using Clinical Decision Support when Ordering Advanced
                      • PSPA 30 - PCI Bleeding Campaign
                  • 2019 Improvement Activities
                    • AHE 7 - Comprehensive Eye Exams
                      • BE 24 - Financial Navigation Program
                      • BMH 10 - Completion of Collaborative Care Management Training Program
                      • CC 18 - Relationship-Centered Communication
                      • PCMH - Electronic Submission of Patient Centered Medical Home Accreditation
                      • PSPA 31 - Patient Medication Risk Education
                      • PSPA 32 - Use of CDC Guideline for Clinical Decision Support to Prescribe Opioids for Chronic Pain via Clinical Decision Support
              • Quality Measures List
                • CMS 2 - Preventive Care and Screening: Screening for Depression and Follow-up Plan
                  • CMS 22 - Preventive Care and Screening: Screening for High Blood Pressure and Follow-up Documented
                  • CMS 50 - Closing the Referral Loop: Receipt of Specialist Report
                  • CMS 68 - Documentation of Current Medications in the Medical Record
                  • CMS 69 - Preventive Care and Screening: Body Mass Index (BMI) Screening and Follow-up Plan
                  • CMS 75 - Children Who Have Dental Decay or Cavities
                  • CMS 90 - Functional Status Assessments for Congestive Heart Failure
                  • CMS 117 - Childhood Immunization Status
                  • CMS 122 - Diabetes: Hemoglobin A1c (HbA1c) Poor Control (>9%)
                  • CMS 124 - Cervical Cancer Screening
                  • CMS 125 - Breast Cancer Screening
                  • CMS 127 - Pneumococcal Vaccination Status for Older Adults
                  • CMS 130 - Colorectal Cancer Screening
                  • CMS 131 - Diabetes: Eye Exam
                  • CMS 135 - Heart Failure (HF): Angiotensin-Converting Enzyme (ACE) Inhibitor or Angiotensin Receptor Blocker (ARB) Therapy for Left Ventricular Systolic Dysfunction (LVSD)
                  • CMS 136 - Follow-Up Care for Children Prescribed ADHD Medication (ADD)
                  • CMS 138 - Preventive Care and Screening: Tobacco Use: Screening and Cessation Intervention
                  • CMS 139 - Falls: Screening for Future Fall Risk
                  • CMS 144 - Heart Failure (HF): Beta-Blocker Therapy for Left Ventricular Systolic Dysfunction (LVSD)
                  • CMS 145 - Coronary Artery Disease (CAD): Beta-Blocker Therapy-Prior Myocardial Infarction (MI) or Left Ventricular Systolic Dysfunction (LVEF <40%)
                  • CMS 146 - Appropriate Testing for Children with Pharyngitis
                  • CMS 147 - Preventive Care and Screening: Influenza Immunization
                  • CMS 153 - Chlamydia Screening for Women
                  • CMS 154 - Appropriate Treatment for Children with Upper Respiratory Infection (URI)
                  • CMS 155 - Weight Assessment and Counseling for Nutrition and Physical Activity for Children and Adolescents
                  • CMS 156 - Use of High-Risk Medications in the Elderly
                  • CMS 165 - Controlling High Blood Pressure
          • RAF Score - Risk Adjustment Factor
      • Reports
        • Using DataVis Grids - Data Tools
          • Activity Log Report
          • Additional Appointment-Related Reports
          • Appointment Report
          • Case Merge Tool
          • Checkin Reports
          • Claims Report
          • Common Case Search Report
          • Conditions Report
          • Demographics Report
          • Dictation without Transcription Report
          • Documents Report / Super Document Type Search
          • DOT Interface Status Report
          • Duplicate Charts-Merge Report
          • E-Meds Report
          • Employer Reports
          • Encounter Report
          • Exporting Report Data
          • Fill Reports
          • Financials All Active Deals-Detail Report
          • Financials Pending Encounters
          • Financials Pending Billing Report
          • Guideline Report
          • Health Surveillance Reports
          • Incidents Report
          • Inventory Transaction Report
          • Meaningful Use Reports
          • Medication Report
          • Open Encounters Report
          • OpenPM Export Appointment Cancellation Report
          • OpenPM Export Appointment Types
          • OpenPM Export Chart Insurance Policies
          • OpenPM Export Demographics
          • OpenPM Export Future Appointments
          • OpenPM Export Locations
          • OpenPM Export Physicians
          • OSHA 300 Form Log Overlay
          • OSHA 300 Log Report
          • OSHA 300A Form Log Overlay
          • OSHA 300A Report
          • OSHA 300/301 Case Data Report
          • OSHA Statistics
          • Order Requests - Count by Location
          • Orders Usage Report
          • Observations Report
          • Panel Definition Report
          • To Restrict Report Access
          • Safety Reports
          • Sharps Log
          • Storage Report
          • Task Report
          • Transcription Report
          • Uncoded Medications Report
          • WebScan Report
          • Work Comp Monitor Report
      • System Administration
        • System Controls
          • System Plugins
            • User/Provider & Department Management
              • Access Control - Adding, Deleting, Editing Users
              • Setting Up E-Prescribers
              • Add Referring Physician Users
              • Document Queue - Merging Imported Documents
              • Provider Organization Setup
              • Adding Users to a Provider Organization
              • Limited Access Users
              • Reset User Passwords
              • Emergency Access for Limited Access Users
              • Locking Individual or Specific Charts
              • Customize Online Help Pop-up Screens
              • Print Manager
              • Partition Manager
              • Spell Check
              • Multilingual Feature
              • Language Tab - Create New Help Bubble Text
              • Resource Restrictions
              • View User Audit Log
              • Inbound Fax Queue - Setting User Access Permissions
              • Insurance Plans
              • Secure Email to Whitelisted Domain(s)
              • Email Reminders from System
              • ODBC Install & Configuration
              • System Report Writing
              • Merging Accounts/Charts in System
              • Merge Manager Tab
              • Med-Web SSL Certificate Authority
              • Scheduled Jobs
              • Translation Manager
              • Interface Manager
              • Encounter Types
              • Auto Routes
              • System Maintenance Lockout
              • Datasend Queue
          • Data Migration
            • EH Data Migration ETL Approach
              • Data Migration Questionnaire
              • Data Migration File Format Standard
              • MIE File Import
              • Completed Orders Import Tool
              • Create Employees File for Import
              • Create Health Surveillance File for Import
              • Create Audiometric Data File for Import
              • Create PFT Data File for Import
              • Create Vital Signs File for Import
              • Create Cases File for Import
              • CCR Document Import
              • Data Import Tab
              • Export/Import Health Surveillance Panels
              • Lost Time Import Tool
              • Panel Membership Import Tool
              • Patient Chart File Export
              • Create Language Translation File for Import
              • Import/Export JSON Files
              • Clinical Encounter CSV API
              • Injections CSV API
              • Observation Codes CSV API
              • Panel Status Import
              • PFT Data CSV API
              • Summary Documents CSV API
              • Data Import Overview
              • Data Migration Overview
              • Data Import Master List
              • Data Import Standards
              • Chart Relations CSV API
              • Observation Import
              • Order List Import Tool
              • Pharmacy Filter Import
              • Appointments Import
              • Fee Schedule Import Tool
              • Order Question Import Tool
              • Chart Data CSV Header Options
              • Chart Medical Record Number (MRN) Import Options
              • Chart Data CSV API
              • System Conversion
              • Case Management CSV API
              • Restrictions CSV API
              • Accommodations CSV API
              • Conditions CSV API
              • Nature of Injury CSV API
              • Chart Observations Import Options
              • Chart Observations Default Values
              • Custom Documents CSV API
              • Audiometric Data CSV API
              • Lab Result CSV API
              • Document Validation Test Script
              • Allergy Data Validation Test Script
              • Audiogram Validation Test Script
              • Observations Validation Test Script
              • Respirator Fit Data CSV API Import Tool
              • Locations Hierarchy CSV API
          • Security
            • Security Role Settings
              • Compare Security Roles
              • My Settings
              • Disabling Inactive User Access & Accounts
              • Single Sign-On (SSO)
              • ADFS 3.0 Configuration for SSO
              • Single Sign-On Login Trust
              • SAML-Based Single Sign-On
              • Multi-Factor Authentication MFA/Require 2FA System Configuration
                • Encourage Multi-Factor Authentication MFA/2FA User Experience
                  • Force Multi-Factor Authentication MFA/2FA User Experience
                  • One Time Password Authentication via Email User Experience
          • Interfaces
            • Setup Custom Pharmacy
              • MammoTrack Chart Tab
              • MammoTrack Sidemenu
              • Patient Education Interface
              • DirectTrust Email
              • Sending HL7 Messages to System
              • HL7 - RESTful
              • Sample HL7 Messages
              • HL7 Segment Definitions
              • Device Interface - Amplivox CA850
              • Audio Tool Tab
              • Device Interface - Benson Audiometer
              • Device Interface - Audio: Tremetrics/Maico
              • Device Interface - Audio System
              • Device Interface - CardioPerfect EKG
              • Device Interface - Cholestech LDX
              • Device Interface - Clinitek Status+Analyzer
              • Device Interface - EKG System
              • Device Interface - Luna Audiometer Interface
              • Device Interface - NDD EasyOne Connect vbase
              • Device Interface - PortaCount FitPro
              • Device Interface - PFT System
              • Device Interface - Piccolo System
              • Device Interface - Quantifit 2
              • Device Interface - Resonance R17A
              • Device Interface - Sibelsound Duo Audiometer Interface
              • Device Interface - Vision System
              • Device Interface - Vital Signs
              • Device Interface - Welch Allyn Spirometry
              • Device Interface - Maico MA800
              • Device Interface - MI 7000
              • Signature Pad Device
              • Device Interface - Tremetrics RA500
              • Device Interface - Welch Allyn CardioPerfect
              • Device Interface - Titmus V4
              • Device Interface - VeriPRO Hearing Fit
              • Installing MIE Device App
              • Query ODG Integration
          • Asset Management
            • Asset Management Module
              • Tracking Donated Inventory
              • Add Inventory Tab
              • Patient Assistance Inventory
              • Inventory Tab - Blank Labels
              • Inventory Tab Setup
              • Inventory Module Settings
              • Inventory Mappings
              • Med Queue and Fill Requests
              • Par Levels
              • Show Inventory Tab
              • Inventory Weekly Review
          • Out-of-the-Box Urls
  • functions/artificial-intelligence/ai-chat-box.md
    • Ozwell AI Assistant
    • Whisper AI - Dictation - Summarize

Enterprise Health Documentation

© 2026 Enterprise Health

Build Info

Updated: 09 Aug 2023

Built: 05 Feb 2026 20:07 UTC

WikiGDrive: v2.15.30

  1. Home
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Security

Edit in Google Drive

Whether managing single sign-on or security settings, users can peruse the available security documentation and begin ensuring access and restrictions are in place from day one.

ADFS 3.0 Configuration for SSO
Compare Security Roles
Conflict: Redirect to: Multi-Factor Authentication MFA / Require 2FA System Configuration
Disabling Inactive User Access & Accounts
Encourage Multi-Factor Authentication MFA/2FA User Experience
Force Multi-Factor Authentication MFA/2FA User Experience
Multi-Factor Authentication MFA / Require 2FA System Configuration
My Settings
NoMoreClipboard (NMC) MFA/2FA Overview
One-Time Password (OTP) Authentication without requiring an external device or application
Redirect to: Force Multi-Factor Authentication MFA/2FA User Experience
Redirect to: Multi-Factor Authentication MFA / Require 2FA System Configuration
Redirect to: Multi-Factor Authentication MFA / Require 2FA System Configuration
SAML-Based Single Sign-On
Security Role Settings
Single Sign-On (SSO)
Single Sign-On Login Trust

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Published: February 27, 2020
Enterprise Health

Enterprise Health is the leading AI-enabled, cloud-based occupational health software platform, helping organizations manage employee health, safety, and compliance.

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