Академический Документы
Профессиональный Документы
Культура Документы
Updated: 6/1/19
Lesson 1
Login / Logout
There are two ways to login to CPS Cloud:
Desktop Shortcut
OR
Enter this address in Internet Explorer (recommended):
Browser
https://storefront.aidshealth.org
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CPS TRAINING FOR NEW CLINICAL SUPPORT STAFF
Updated: 6/1/19
C. Login Screen
Logout of CPS
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CPS TRAINING FOR NEW CLINICAL SUPPORT STAFF
Updated: 6/1/19
Lesson 2
Chart Desktop Layout Overview (Homepage)
The first screen you will see after you select Chart from
the Main Menu is called the Chart Desktop.
Ribbon
Left Menu
Workspace
What appears inside the workspace when you open Chart Desktop? A Summary view.
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CPS TRAINING FOR NEW CLINICAL SUPPORT STAFF
Updated: 6/1/19
Lesson 3
Find Patient Charts
Use the Find Patient button located in ribbon to lookup a patient chart or press Ctrl-F. The Find Patient button
appears in two places in the ribbon, is dual-function and never moves.
Click on the top half of the button to open a chart for the first time or click on the bottom half of the button to open a
chart again (that you recently opened).
There are different ways to find a patient. The most common way is to enter the first three characters of the last
name a comma and the first three characters of the first name. No space is required.
Example:
John Smith
Find Patient button appears in two places in the ribbon and has a dual function:
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CPS TRAINING FOR NEW CLINICAL SUPPORT STAFF
Updated: 6/1/19
Lesson 4
Patient Charts Overview
All patient charts are visually organized into three
sections:
Ribbon
Left Menu
Workspace
Chart Summary provides a snapshot of the chart and displays the following clinical lists (in italics below):
Problems List
Medications List
Allergies List
Directives
Alerts/Flags
Like old-fashioned paper charts, electronic patient charts in CPS are organized into different sections. The Left Menu
contains links to take you to different sections of the chart.
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CPS TRAINING FOR NEW CLINICAL SUPPORT STAFF
Updated: 6/1/19
Lesson 5
Updating Charts (New Document)
All visit notes you write or changes or updates you make to any patient chart is recorded using a method called New
Document. You must be inside a chart to create a new document. After you finish making an update, you must “end”
the update and select an option to route, sign or discard your update.
Encounter Types
In CPS, office visits are called encounters. Providers use different types of encounters:
First Visit(initial)
Established Visit(follow-up)
Annual Wellness
More…
Back office staff primarily use the Office Procedure encounter to document their work and update chart.
Patient Assessments
Back office staff use the following forms to complete assessments and document their work and update charts:
Vitals
Serial Assessments
PMH-PSH
PHQ 2/9
FH-SH
LAST Office Procedure
Process Lab Orders
We will look at patient assessments in more detail later during this session.
Superbill
The superbill is a very important document. It is like a roadmap for the patient. The front office staff should print out a
superbill for every patient that arrives for an appointment. The superbill contains basic demographic, insurance and
details about the reason for the appointment. The superbill must follow the patient throughout the visit.
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CPS TRAINING FOR NEW CLINICAL SUPPORT STAFF
Updated: 6/1/19
Lesson 6
Associating Encounters
Appointments drive our billing. In order for AHF to properly bills for medical services provided, we must associate an
encounter to an appointment type (i.e. phlebotomy, injection, EKG, etc.) or to an existing provider appointment.
CPS will automatically associate appointments when they are added to the schedule ahead of time.
Below is an example of how an Office Procedure Note should look. Notice the check mark next to “Associate to
existing patient appointment on this Clinical Date”
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CPS TRAINING FOR NEW CLINICAL SUPPORT STAFF
Updated: 6/1/19
Make sure the Office Procedure Encounter (Note) matches the appointment. When the provider and clinical date
match the existing appointment on the schedule, the system will automatically attempt to associate it for you! Note:
The Provider must be the “Billable/Responsible” provider, not the person entering the note. The Clinical Date must be
correct as well. See image below.
Appointments drive our billing. For this reason, it is important that you start a new office procedure encounter AFTER
a new appointment has been created for you.
Remember do not:
Document in the provider note.
Create the office procedure encounter before the appointment has been created for your portion of work.
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CPS TRAINING FOR NEW CLINICAL SUPPORT STAFF
Updated: 6/1/19
Lesson 7
Patient Assessments
Back office staff use the following assessments to document their work (this is only a partial list of common
assessments – there are more):
Vitals
Serial Assessments
PMH-PSH
PHQ 2/9
FH-SH
LAST Office Procedure
Process Lab Orders
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CPS TRAINING FOR NEW CLINICAL SUPPORT STAFF
Updated: 6/1/19
Let’s take a look at a possible workflow scenario. Note: Your actual workflow may be different and/or include
different duties. This is a hypothetical example for training purposes.
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CPS TRAINING FOR NEW CLINICAL SUPPORT STAFF
Updated: 6/1/19
Lesson 8
Documenting Phone Calls
Please refer to CPS Quick-Tip titled: Phone Note
Use the Phone Note button located in the Ribbon of the patient chart, to document each time you contact a patient
or receive a call from a patient.
Phone Note can be accessed from the chart in one of two ways:
The goal is to document the reason for the call (to and from patient) and route the message to the appropriate
responsible party.
Route the message (new document) to the responsible party or sign it if you are the responsible party.
Always follow your local clinic guidelines concerning how to document phone calls.
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CPS TRAINING FOR NEW CLINICAL SUPPORT STAFF
Updated: 6/1/19
Lesson 9
Office Procedure: Documenting Immunizations
Please refer to CPS Quick-Tip titled: Vaccine Administration and Documentation
Open an encounter and enter the vaccine information in the Immunization Tab. Enter all the data elements
for each vaccine given in the appropriate designated area. Enter NDC and .vac (quick-text) in the comments
field for each vaccine given.
To enter charges (if applicable) click on Procedures button to open orders screen:
Open an encounter and add the Immunization HX form. For each vaccine given elsewhere, enter the
correct value and then click on the yellow record button before you sign the document.
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CPS TRAINING FOR NEW CLINICAL SUPPORT STAFF
Updated: 6/1/19
Lesson 10
Office Procedure: Processing Labs (in-clinic specimen collection)
Please refer to CPS Quick-Tip titled: Process Lab Orders.
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