Viewing your outstanding documentation in AdvancedMD

This article includes a video and step-by-step guide for viewing outstanding documentation in Rula's Electronic Health Record, AdvancedMD (AMD). The article will specifically review where to locate the outstanding documentation in AdvancedMD and how to sign unsigned Charge Slips and notes.


Video Demonstration

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This video reviews how to view your outstanding notes and charge slips from your dashboard in AdvancedMD (AMD).


Step-by-Step Guide

The steps below and the video above will cover how to view your outstanding notes and charge slips in AdvancedMD. The timestamps of the topics in the video are listed in the titles of the sections below.

Charge Slips (00:40)

  1. Click on the "Charge Slips" icon on the home page of your EHR.

    Screenshot 2023-08-29 at 4.36.03 PM.png

  2. This will show you everything that is waiting to be actioned in the EHR, such as unsigned charge slips.

    Screenshot 2023-08-29 at 3.35.00 PM.png

  3. To see the whole picture, click on the filter icon in the upper right-hand corner of the EHR.

    Screenshot 2023-08-29 at 3.39.02 PM.png

  4. Choose "No Charge Slip" and "No Documentation Found" in order to see all documentation that needs to be completed.

    Screenshot 2023-08-29 at 3.38.32 PM.png

  5. Click "Apply" to apply the filters and the results of the filters will pop up.
    1. Note: if you accidentally hit "reset" you will need to reset your filters for the next time you sign in. (See 01:33 in the video above for more).
  6. Outstanding documentation will be displayed in buckets based on the type of documentation.

    Screenshot 2023-08-29 at 4.40.44 PM.png 
    1. No Documentation Found - This means that there was no note or item linked to the charge slip. Click this row to see the document.
    2. No Charge Slip - This means that there is a document attached to the appointment, but there is no signed charge slip attached.
    3. Not Signed - This means that there is a charge slip out there that is saved, but it is not signed and there is a note attached to it. 

Signing Unsigned Charge Slips

  1. Click on the document you would like to complete under "Not Signed"
  2. Scroll on the client's timeline on the left side of the screen and locate the unsigned charge slip. It will be denoted with a green dollar sign icon

    Screenshot 2023-08-29 at 4.44.37 PM.png

  3. Type in the password: 1234
  4. Click "Sign"

    Screenshot 2023-08-29 at 4.47.15 PM.png

  5. The item will be removed from the "Not Signed" category.

Unsigned Notes (03:31)

  1. Click on the Notes icon on the home page of the EHR

    Screenshot 2023-08-29 at 4.11.24 PM.png

  2. This will show everything that is not signed on a note
  3. Click on a note under "Not Signed" to see what needs to be signed
  4. Scroll down on the timeline on the left-hand side of the page and click on the date associated with the unsigned note.
  5. Check to be sure that everything is accurate in the note, then click Sign at the top of the page.
  6. Type in the password: 1234
  7. The charge slip will auto-populate - check to be sure everything looks correct
  8. Click Sign again and type in the password (1234) one last time
  9. That session will be removed from the No Note bucket and the Charge Slip bucket

Additional Resources

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