EMR Instructions

Please review the list and instructions below to see how our resources can work with your EMR system. Please note, instructions with each system may vary by institution. We recommended that you connect with your EMR representative with additional questions.


How to add an education info order to Athena

Upload .pdf as a Clinical Paper Form, in Athena

  • Go to Settings (Gear icon in purple main menu) -> Clinicals Admin -> Clinical Paper Forms
  • Create Title.
  • Choose .pdf as Type of Form.
  • Optional - Choose department(s) or leave default set to "All".
  • Optional - Choose Effective & Expiration dates. Leaving these fields blank will make the info orderable as soon as you click "Update".
  • Form Requires dropdown: Choose Patient.
  • Do Not checkmark, Viewable in Portal.
  • Choose file from i.e. Desktop, local drive, etc.
  • Click Update.

Add Education Order Form to Athena

  • Go to Settings (Gear) -> Clinicals Admin -> Order Configuration -> Educational info Order
  • Type Name.
  • Description.
  • Choose Clinical paper form from the dropdown.
  • Click Save.

Create Order

  • The order will be available within Encounters and New Order Groups
  • Search for Order by title.
  • Add a diagnosis.
  • Sign the Order(s).
  • Click Save.

How to add patient education to Cerner

  1. Under menu, click on visit summary, and scroll down to patient education

  2. Create autotext by clicking the manage auto text icon

  3. Click + to add new autotext

  4. Make an abbreviation for the autotext. For example: .6MP

  5. Go back to the EMR Foundation webpage, find the information you’re interested in and paste inside the autotext box.  

  6. For quick access to the information in the future and to paste in patient chart, type autotext (e.g., .Foundation6MP).

  7. Tip: You can copy the pdf patient education URL into your browser and print out for the patient at the time of the visit


Create a Smartphrase in Epic:

  1. Click on red Epic button – Tools – SmartPhrase Manager.

  2. Click “New Phrase.”

  3. Name the new phrase (e.g., .Foundation6MP).

  4. Go back to the EMR Foundation webpage. Copy and paste the information you’re interested in into the SmartPhrase Editor Content box. You can copy by highlighting the information directly from the webpage. Or, you can click on the copy as word/pdf button if you’re interested in saving it to your computer and then copying it.  

  5. Click “Accept”

  6. Tip: Once you copy the information into the editor box, consider formatting by separating the information into paragraphs.  

  7. For quick access to the information and to paste in patient chart, type smartphrase (e.g., .Foundation6MP).

  8. Smartphrase can be used in after visit summaries, clinic notes, and MyChart communications with patients to provide them with the link to Foundation materials.

  9. Tip: By copying the pdf patient education link, you can print out the materials to give in real time or email the link so the patient can access these education materials.   


Option 1:

  1. Select “Refs” in lower left corner of main page

  2. Select “New” in upper left corner of “References” window

  3. Enter name of topic in the “Title” field

  4. Go back to the EMR Foundation webpage and click the Copy as URL button under the information you’re interested in. Paste the url in the “URL” field

  5. Select “Save”

  6. The link will now be available when anyone chooses “Refs”

  7. This will open to the URL resource


Option 2:

  • Under Queue Management/General Documents

    • Scan your document or Import a pdf, png, or jpg file.

    • Insert or Change the Name of the document.

    • Check off the Education Box.

  • Once the Education box is selected, the following options will send the selected instruction to the checkout screen, if during a patient visit a specified diagnosis is selected or medication is prescribed or the patient has a clinical lab result that falls within the lab and test result value.

    • Assign a diagnosis code.

    • Assign a medication name.

    • Assign lab test and result.

  • From the Orders list

    • From the plan section of the note, right click and modify the order.

    • Attach the order by clicking on the + located to the Right of the Document.

    • Select the education document.

  • Automatically printing an Education document or publishing to Patient Portal when the provider processes the note

    • Under Configurations/Output Manager.

    • Make sure the Output Manager for every service type has Order Document category set to print 1 and/or Post to Portal.

  • Manually printing or publishing to Patient Portal from Check Out

    • From a service, select Check Out.

    • If any of the patient encounter Diagnoses, Medications or Orders had assigned education documents, the will be listed in check out.

    • Select the documents and print or post to portal.

Don’t see your EMR Tool listed here? Submit an EMR Tool suggestion »