Knowledge base » General » epi-me cheat sheet / quick reference guide
epi-me cheat sheet / quick reference guide
Patient Portal Registration
- How to invite a patient to the Patient Portal
- (Patient) How to self-register a Patient Portal account
- How Patients can update their own demographics and portal account details
Admin Portal Basics: Managing eAdmissions
- Using the Admission Form Worklist, Printing Documents, Form Unsubmit (Unintegrated to PAS)
- Using the Admission Form Worklist to View / Modify an eAdmission (Auto-submit to PAS)
- Using Patient Search to View / Modify an eAdmission
- How to delete an eAdmission from the Admin Portal
- How to audit which staff have accessed or edited a form
- How to Run Reports
Administrating Patient Portal Accounts
- How to View & Modify Patient User Accounts, including Resetting Passwords
- How to view SMS and Emails sent to patients
Clinical Pre-Admission Functions
System Administration: eAdmissions
- How to Create & Edit Hospital User Accounts, and Reset your own / another's Password
- How to Change Hospital User Role Permissions
- Setting up Events and Message Templates, and Viewing Message Logs
- How to Audit Staff User Actions
- How to Add or Edit Admitting Doctors
- How to Add or Edit GPs
- How to Use Dynamic Text to make copy / wording changes to Consents, Instructions etc.
- How to setup 'Login with Google' for Patient Users
Financial Preadmission Functions
- How Patients sign their HC21, and Health Providers access the signed copy (No IFC)
- Informed Financial Consent for Patients (Unintegrated to PAS)
- How patients pay out of pocket costs
Referrer Portal Registration
- How to create a new eReferrals organisation
- How to invite colleagues to join your eReferrals organisation
Sending an eReferral
Admin Portal Basics: Managing eReferrals
- How to use the Referral Form Worklist
- Processing eReferrals & Documents (Unintegrated to PAS)
- Receiving eReferrals from a Dr's Practice Management System via Secure Messaging
Administrating Referrer Portal Accounts
- How to invite a new Referring Practice to eReferrals
- How to View & Modify Referrer User Account Details, including Resetting Passwords
Admin Portal Advanced: Managing Mental Health eReferrals
- How to invite an eReferred patient to complete an eAdmission
- How to create a Mental Health Assessment
- How to track the status of an invited patient's eAdmission
Outpatient Appointments - Scheduling
- How to Roster Clinician Appointments
- How to roster Sessions/Classes based on a template
- How to cancel Sessions/Classes after creating them
System Administration - Outpatient Appointments
- How to configure which clinicians need to be rostered
- How to setup and configure Appointment Types
- How to setup Sessions/Classes
- How to setup Session/Class templates
