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June 2025 - Best Practices for Improving Clinical Workflows in EMRs

Explore three powerful tools within EMRs that boost workflow efficiency and support proactive panel management. 

Macros: Automate and Personalize Your Documentation 
Visit Workflows: Optimize In-Clinic Tasking
Dashboards for Panel Management: Creating a Dashboard & Adding Widgets 

Session Summary

Session Host: Krishna Kasireddy, ACTT Consultant

Guest Presenter: Dawn Osland, Founder & Director Osland Medical Billing Tools Inc.

Recommended Resources:  

Session Highlights & Themes 

Session Objectives:  

At the end of this webinar, you will understand three EMR tools that can boost workflow efficiency and support proactive panel management

  • Macros: Automate and Personalize Your Documentation

  • Visit Workflows: Optimize In-Clinic Tasking

  • Dashboards for Panel Management: Creating a Dashboard & Adding Widgets 

Key Takeaways

Macros save time by auto-inserting patient, provider, and clinic information directly into EMR text fields. Learn about the three main types: 

  • System Macros: Pre-built and widely used to auto-populate demographic and clinical data in mapped forms and letters
  • Site Macros: Shared across the clinic, these custom macros simplify standardized messaging and documentation
  • User Macros: Personalized shortcuts unique to each user—great for frequently used phrases, diagnoses, or referrals

Med Access Visit Workflows create structured, rapid access to common visit-related tasks right from the SOAP note interface. Examples include: 

  • Task Buttons: Like LPN/RN Visit Requests, Internal Referrals, Doctor Notes, Lab and Imaging Requisitions
  • Prefilled Templates: Reduce duplication by auto-filling patient data (e.g., for MRI, CT, or MIC requisitions)
  • Task Routing: Send tasks directly to MOAs or appropriate team members for follow-up, scheduling, and documentation

This improves role-based collaboration and ensures smoother patient care transitions.

Dashboards provide a customizable snapshot of clinical priorities and panel needs. 

  • Create from the main EMR dashboard icons
  • Choose the type (Main, Chart Summary, Sidebar, Graph)
  • Set permissions (Private or Public), give it a name, and assign an icon
  • Right-click the dashboard > Add New Item > Select Widget Type (e.g., Statistics, Item List, Favourite Filters)
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