General Knowledge Base (V2)

Sean Callahan avatar Richard Glaser avatar Jerlin Titus avatar +4
72 articles in this collection
Written by Sean Callahan, Richard Glaser, Jerlin Titus and 4 others

How to convert a patient

How to convert a pending admission into a patient.
Sean Callahan avatar
Written by Sean Callahan
Updated over a week ago

How to create a new patient record

Creating and converting a pending admission into a patient chart.
Sean Callahan avatar
Written by Sean Callahan
Updated over a week ago

How to readmit a patient

A broad overview of the readmission process in ZenCharts.
Sean Callahan avatar
Written by Sean Callahan
Updated over a week ago

Adding a New Referral Source

The video below will show you how to add referral sources on version 2.0
Richard Glaser avatar
Written by Richard Glaser
Updated over a week ago

How to View the E-MAR/E-MOR From a Previous Day

Jerlin Titus avatar
Written by Jerlin Titus
Updated over a week ago

How To Review & Sign Off: Forms, Orders, Labs, and Groups Notes via the Dashboard

How to sign off on all items that require your signature from one place
Jerlin Titus avatar
Written by Jerlin Titus
Updated over a week ago

How to Access and Use the E-Mar/E-Mor Dashboard

You can access and document from one screen all client's scheduled medications, segregated by the administration time
Jerlin Titus avatar
Written by Jerlin Titus
Updated over a week ago

How to Document Medication Administration/Observation in ZenCharts

E-Mar/E-Mor features: signing off medications, PRN's, documenting medication effectiveness, using the E-MAR/E-MOR Dashboard
Jerlin Titus avatar
Written by Jerlin Titus
Updated over a week ago

How to Document Medication/PRN Effectiveness

Jerlin Titus avatar
Written by Jerlin Titus
Updated over a week ago

Uploading Client Photo on the Client's Face Sheet

How to upload a client's picture to the client's face sheet after they have converted into a client and have a chart
Sabrina Cummings avatar
Written by Sabrina Cummings
Updated over a week ago

Choosing the admitting facility - Multi Location facilities

This article will show you how to change a clients admitting location
Sabrina Cummings avatar
Written by Sabrina Cummings
Updated over a week ago

How to Record Vital Signs, Weights, and Blood Glucose in ZenCharts

This article will show you where you can input and track client's vital signs, blood sugars, weights/BMI, and CIWA/COWS/CINA scores
Jerlin Titus avatar
Written by Jerlin Titus
Updated over a week ago

Documenting Detox Outside of Your Facility

How to document a clients detox stay outside of your facility
Sabrina Cummings avatar
Written by Sabrina Cummings
Updated over a week ago

How to Set and Document Travel Plans in ZenCharts for Potential Incoming Clients

How to document travel plans for incoming clients
Sabrina Cummings avatar
Written by Sabrina Cummings
Updated over a week ago

How to add a follow up

Follow up appointments with clients, referrals, parents/guardians, etc.
Sabrina Cummings avatar
Written by Sabrina Cummings
Updated over a week ago

How to Add Action Orders

This article will show you how to add non-medication orders to a client's chart ZenCharts (action orders)
Jerlin Titus avatar
Written by Jerlin Titus
Updated over a week ago

How to Enter Orders in ZenCharts

This article will show you how you can enter orders for clients in ZenCharts via Zen Orders (different from e-prescribe/DoseSpot ordering)
Jerlin Titus avatar
Written by Jerlin Titus
Updated over a week ago

How to Add or Edit Client Reported Medications From the Face-Sheet

This article will show you where you can add or edit client reported medications (aka home medications) outside of a form
Jerlin Titus avatar
Written by Jerlin Titus
Updated over a week ago

How to add Facility Contacts/Referral Sources V2.0

How to add Referral Sources (Organizations or People), Contracts, and Outgoing Referrals
Drew Serkez avatar
Written by Drew Serkez
Updated over a week ago

Where to Find or Add ID, Insurance, Rx Information and Images

This article will show you where you can find or add a clients ID, Insurance, and Rx Insurance Information and Images
Jerlin Titus avatar
Written by Jerlin Titus
Updated over a week ago

Add or Find Rx Insurance Information For a Client

This article will show you where you can add/find Rx Information for a client in their chart
Jerlin Titus avatar
Written by Jerlin Titus
Updated over a week ago

How to Add an Allergy

This article will show you how you can add allergies to client's chart
Jerlin Titus avatar
Written by Jerlin Titus
Updated over a week ago

Payment type "Private Pay/Other.

How to add payment type as "Private Pay/Other in Pending Admissions V2.0
Ryan Owens avatar
Written by Ryan Owens
Updated over a week ago

Add "Insurance" as the "Payment Type" in "Pending Admissions"

How to add Insurance as the payment type in Pending Admissions V2.0
Ryan Owens avatar
Written by Ryan Owens
Updated over a week ago

How to add "Contacts" in "Pending Admission" V2.0

Describes how to add a contact.
Ryan Owens avatar
Written by Ryan Owens
Updated over a week ago

Lab Screening and Confirmation

Bidirectional Lab Ordering
Ryan Owens avatar
Written by Ryan Owens
Updated over a week ago

Dashboard

The Dashboard will allow you to review all documents, sign orders, and review labs that have been ordered.
Richard Glaser avatar
Written by Richard Glaser
Updated over a week ago

Pending Admissions and Entering the CRM

Entering the CRM or Pending Admissions section in ZenCharts will be the first step in adding a potential client to the system.
Richard Glaser avatar
Written by Richard Glaser
Updated over a week ago

The Main Waiting Room

This tutorial will explain the main waiting room, logging in, and the different choices you have from this initial screen upon login.
Richard Glaser avatar
Written by Richard Glaser
Updated over a week ago

How To Select And Sign-off Multiple PRN's In The e-MAR

Instead of signing off one PRN at a time, you can now select as many PRN's as needed and administer/observe all at once!
Jerlin Titus avatar
Written by Jerlin Titus
Updated over a week ago

The Dashboard

Utilizing your Dashboard feature to stay current with your work!
Daniel Callahan avatar
Written by Daniel Callahan
Updated over a week ago

Getting Started, the "Navigation"

The basic navigation of ZenCharts!
Daniel Callahan avatar
Written by Daniel Callahan
Updated over a week ago

How to eFax Orders to the Pharmacy

Efax set up
Sean Callahan avatar
Written by Sean Callahan
Updated over a week ago

Printing or Downloading A Chart

This article will show you how to print an entire client's chart, or just certain sections if needed
Jerlin Titus avatar
Written by Jerlin Titus
Updated over a week ago

How to add a contact and create a ROI

This article will show you how to add a contact to a clients chart and create a ROI for that contact.
Ryan Owens avatar
Written by Ryan Owens
Updated over a week ago

How to add a Facility/Location to your account.

This article will show you how to add an additional location to your account.
Ryan Owens avatar
Written by Ryan Owens
Updated over a week ago

Adding a VOB during Intake V2

This Article will cover how to add and approve a VOB during the Intake process.
Ryan Owens avatar
Written by Ryan Owens
Updated over a week ago

How do I manually upload documents

This article explains how to manually upload a document into a clients chart.
Ryan Owens avatar
Written by Ryan Owens
Updated over a week ago

How to Build Treatment Plans without Wiley™

Building treatment plans without the Wiley™ content
Sean Callahan avatar
Written by Sean Callahan
Updated over a week ago

Documentation View (Form View)

This article walks the user through all the options available on any form in our updated design (June, 2017).
Sean Callahan avatar
Written by Sean Callahan
Updated over a week ago

Form Actions / Settings

All form actions including view previous notes, updating HTML, refreshing the page and changing template settings.
Sean Callahan avatar
Written by Sean Callahan
Updated over a week ago