Patient Registration & Document Management


Cover the Patient Registration Review Session and Document Management Review Session , to gather necessary information and identify any gaps.


Review the standard  Enterprise Health workflows and gather any information needed for system setup of patient registration and document management functionalities.

Agenda - 2 Hours

  • Patient Registration Demonstration
    • E-Chart Overview
      • Patient Registration (Manual)
        • Demographics
        • E-Chart Photos
      • Relationships/User Roles
    • System Configuration
      • Partitions and Partition Restrictions
  • Document Management Demonstration
    • Overview
      • Scanning/Indexing
      • Insurance Card/Driver’s License Scanning
      • Forms Library
      • Print Definitions
      • System Configuration
        • Scanners
        • Forms Library Document Types
        • Print Definitions


Document action items, distribute meeting minutes, create Jira tickets for configuration projects that are in scope, perform system configuration, update percentage complete and dates on project plan, and prepare for subsequent meetings.

Enterprise Health Documentation

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