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FYI
Forms = Templates
Every action requires an encounter
An encounter will automatically happen when a patient is checked in
The progress notes from PrimeSuite cannot be duplicated but can be copied & pasted
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How to duplicate a progress note
1. Log in to Intergy EHR ​
2. Click on the magnifying glass next to the Patient box in the upper right corner of the screen
3. Click on the patient
4. Click on the purple Note on the patient bar
5. Click on the Prev. Enc. icon (previous encounter)
6. Select which document you would like to duplicate
7. Click save
8. Modify the note to your preference
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How to reference previous progress notes
1. Login to Intergy EHR
2. Click on the magnifying glass next to the Patient box in the upper right corner of the screen
3. Click on the patient
4. Reference on the main factsheet in the Recent Notes section
or
4. Click on the Docs icon on the left side of your screen
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How to create/duplicate a form (template)
1. Log in to Intergy EHR ​
2. Click on the blue Intergy EHR box on the upper top left corner of the screen
3. Select Setup
4. Click on Forms Designer
5. You can watch the 5-minute video or click Close to move forward
6. Use Open an Existing Form (this will save you a tremendous amount of time
7. You can customize each tab (HPI, PMH, ROS, Medications, PE, etc to your preference)
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There is a toolbox to the left where you can modify each item
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You can also copy and paste an entire box and rename
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Drag and drop items
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Right-click items to easily delete
8. Click the disk and save it as the new name you would like
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How to prepare a note for an upcoming visit
1. Log in to Intergy EHR ​
2. Locate the patient and click into their chart
3. Click on Note
4. Click on Form from the column left of the note
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How to create favorite phrases in notes
1. Log in to Intergy EHR ​
2.
