Profile EMR Clinician 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 use the appointment screen Understand appointment statuses: Being Seen and Close Attendance	Manage Appointments

3. 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

 

4. Tasks and Communication

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

5. Alerts and Problems

Description	Articles
Know how to enter Problems (e.g. Diagnosis, Adverse, Procedures, Social/Risks, Administrative) Document and view Risk Screen	Problems Community Risk Screen (CRS) Tool

6. Encounter Notes

Description	Articles
Know how to use Encounter Notes Find, Review and create encounter notes Use typing templates and clinic specific forms	Encounter Notes

7. Allergies and Adverse Reactions

Description	Articles
Create adverse reactions (linked and unlinked to items in formulary)	Add Allergies or Adverse Reactions

 

8. Referrals

Description	Articles
Create Outward Referrals Review Inward Referrals	Outward Referral Inward Referral

9. Scripts

Description

Articles

Prescribe medications using the formulary (including Methadone if applicable) Acknowledge that Usual medication should not be relied upon alone for refill prescribing Add scripts to the Usual medication list Update and prescribe refills using Usual medication Order OAT through the OUD Visit Form Discontinue and Refill medications Prescribe Ad hoc medications NOT listed in formulary Inform the pharmacy when prescription is discontinued Add the pharmacy on the prescription Dispense or Administer from an active medication order

Controlled Prescription Form (Duplicate Rx) Usual Scripts Vulnerability  Use the Scripts Module OUD Visit Form Print Pharmacy on Prescription Dispense and Administer Medications

10. Interventions/Recalls

Description	Articles
Create Interventions (use code IVN to search for a list of interventions), specify repeat intervals and how to complete the Intervention Understand Interventions within Profile EMR and how it differs from a task Know how to edit an Intervention	Interventions

 11. Pathology (Labs) and Radiology

Description	Articles
Know how to create Labs/Radiology requisitions	Investigations, Pathology and Radiology

12. Unsigned Transactions/Results

Description	Articles
Check, Review and sign off on Results/Unsigned Transactions Annotate and/or Task all Results/Unsigned Transactions Create Front of Chart Tasks	Clinical Lab Functions Clinician of the Day Instructions Manual Transactions Front of Chart Tasks

13. Clinical Care Plan

Description	Articles
Create/Edit/Review a Care plan	Clinical Care Plan

14. Locums and Students

Description	Articles
Understand Covers For functionality for Locums and Students   Understand Works For functionality for Locums	Covers for Functionality (Locums and Students)      "Work for" Functionality for Locums

15. Shadow Billing

Description	Articles
Understand billing features	Shadow Billing

16. 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

Additional Resources

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