Profile EMR Admin Checklist

1. Log In 

Description	Articles
Log into Profile EMR Know how to verify the correct clinic if I work at multiple sites	Log into Profile EMR

2. Appointments 

Description	Articles
Know how to navigate and use the appointment screen Understand appointment statuses: Arrive, Been Seen and Close Attendance Mark appointment as Cancelled or No Show Create and manage Appointment Rules *Super Users Only!	Manage Appointments Open two Appointment Screens Appointment Rules

3. Client Registration

Description	Articles
Register clients using the Client Reg Form Know how to identify and report Duplicate Clients	Client Registration Identify and Report Duplicate Patient Records

4. Client Search

Description	Articles
Locate a client's medical record Toggle between multiple medical records Confirm that I am in the correct client's medical record Change client's Most Responsible Provider and clinic	Client Search Identify and Report Duplicate Records

 5. Client Management

Description	Articles
Update Client demographics using Client Reg Form	WIP (Work in Progress)

 6. Tasks and Communication

Description	Articles
Know how to use Tasks (Create, Find, and Complete tasks) For non-clinical communication, use Chat	Tasks Chat

7. Referrals

Description	Articles
Manage Outward Referrals Manage Inward Referrals	Outward Referrals Inward Referrals

8. Interventions/Recalls

Description	Articles
Understand Interventions within Profile EMR and how it differs from a task          Manage Interventions (book appointments)	Manage Appointments for Interventions

9. Unsigned Transactions/Results

Description	Articles
Access Unsigned Transaction Report Annotate and/or Task all Results/Unsigned Transaction	Unsigned Results Report

10. Manual Matches

Description	Articles
Match client and clinician to transaction/lab result/scanned document Understand how to manage transactions with no client or clinician match	Manual Matches

11. Scan/Fax

Description	Articles
Access Scan/Fax Folder Attach scanned document to client's record	Manage Access to ScanFax Network Folder Scan Processor Naming Protocol

12. Letters

Description	Articles
Create and print letters for clients	Appointment Letters

13. Encounter Notes

Description	Articles
Create administrative notes in client's record	Admin Notes

14. Alerts/Problems

Description	Articles
Create appointment booking alert Document and view Risk Screen	Appointment Booking Alerts Community Risk Screen (CRS) Tool

15. Label Printer

Description	Articles
Print address label  Print specimen label	Label Printer

16. Discharge Clients

Description	Articles
Discharge clients in PARIS and inactivate their records in the EMR (only in death)	Document Client Death in Profile EMR

17. Billing

Description	Articles
Understand encounter and shadow billing  Forward claims from clinic to MSP through the EMR	Billing & Reconciliation Billing & Encounter/Shadow Billing

18. Resources

Description	Articles
Locate available support (i.e. Preceptors, Clinic Champions, Super Users, Service Desk)    Search for help files within Profile EMR	Profile EMR Library

19. Move or Remove a Result

Description	Articles
Submit a request to move or remove a result that has been attached to the wrong client record	Move or Remove a Result

Additional Resources

E-Learning Admin Curricula (with multiple E-Learnings for Admin)- Requires Learning Hub login