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eCW Patient Hub CheatSheet

The eClinicalWorks Patient Hub Click Guide provides a step-by-step process for navigating the patient profile dashboard. Users can access various patient information, create visits or tasks, send messages, and view labs or referrals. The guide emphasizes the importance of saving work before closing or continuing to other tasks.

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1K views1 page

eCW Patient Hub CheatSheet

The eClinicalWorks Patient Hub Click Guide provides a step-by-step process for navigating the patient profile dashboard. Users can access various patient information, create visits or tasks, send messages, and view labs or referrals. The guide emphasizes the importance of saving work before closing or continuing to other tasks.

Uploaded by

chelleygepulla
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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eClinicalWorks Patient Hub Click Guide (Breadcrumb Cheat Sheet)

Step-by-Step Breadcrumb Navigation

1. Login to eCW and go to the top left search bar.

Click: [Patient Search] or [Appointments] > Select Patient Name

2. Once patient is selected:

Click: [Patient Hub] (This opens the full patient profile dashboard)

3. From Patient Hub, you can view:

- [Demographics] > Edit patient details, emergency contacts

- [Insurance] > Check/update payer info

- [Appointments] > View past/future visits

- [Billing Alert] > See if there's a billing note

- [Progress Notes] > Click to read provider notes

4. To create a visit or task:

Click: [New Enc.] (Encounter) > Choose visit type (Progress Note, Phone Note, etc.)

5. To message team or patient:

Click: [Messages] > Choose [New Message] or [Patient Portal Message]

6. To access labs, referrals, etc.:

Click tabs: [Labs] | [Referrals] | [Docs] | [Web Enc.] (Web Encounters)

7. To close or continue work:

Click: [Save] > Then navigate back to schedule or home page.

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