athenaClinicals User Guide

Table of Contents

Welcome to athenaClinicals 2
athenaClinicals Overview 3
Chart Sections Overview 14
Documenting an Encounter 47
Create Orders in the Assessment and Plan 59
Flowsheets 75
Workflows 95
Additional Workflows 135

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

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Welcome to athenaClinicals
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© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
athenaClinicals Overview
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UIF DIBSU BQQFBST PO UIF MFGU XIJMF UIF SJHIU TJEF PG UIF QBHF EJTQMBZT B TVN

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

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© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

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© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

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Terminology

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

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GVUVSF WJTJU XJUI ZPVSTFMG PS BOPUIFS QSPWJEFS JO UIF QSBDUJDF

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
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Layout
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© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

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GPS FBDI JT NFU

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

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© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

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© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

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© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

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Workflows
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QMFBTF TFF 4USFBNMJOFE &ODPVOUFS 8PSLGMPXT

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

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Chart Sections Overview
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Problems
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© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

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© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

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© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

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© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
  %PDVNFOU $MBTT Ȁ 4FMFDU B QSFTDSJQUJPO EPDVNFOU DMBTT

 'JMF Ȁ $MJDL $IPPTF 'JMF BOE TFMFDU UIF EPDVNFOU

 $MJDL 

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
  &OUFS BT NVDI JOGPSNBUJPO BT QPTTJCMF BCPVU UIF NFEJDBUJPO JODMVEJOH UIF %SVH
/BNF

 "DUJPOT Ȁ *G ZPV TFMFDU 4FOE UP )0-% UIF EPDVNFOU SFNBJOT JO )0-%`TUBUVT

 $MJDL 4BWF
 $MJDL WJFX BDUJPOT
 *G ZPV TFMFDU $MPTF UIF EPDVNFOU DIBOHFT UP $-04&% TUBUVT
 $MJDL 4BWF
5IF NFEJDBUJPO BQQFBST JO UIF QBUJFOUT NFEJDBUJPO MJTU BOE JO UIF 3FDFOU "DUJWJUZ
TFDUJPO

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
 5JQ :PV DBO BMTP BDDFTT UIF EPDVNFOU JO UIF 4FBSDI NFOV BOE JO EPDVNFOU
SFWJFX PG UIF &YBN TUBHF

Vaccines
3FWJFX BOZ WBDDJOFT BENJOJTUFSFE UP UIF QBUJFOU BOE BEE OPUFT BT OFDFTTBSZ

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
:PV DBO BMTP TXJUDI UIF TUBUVT PG B WBDDJOF GSPN 0SEFSFE CVU OPU BENJOJTUFSFE UP
"ENJOJTUFSFE PO UIF 7BDDJOFT DIBSU UBC

/PUF :PV NVTU FOUFS BO "ENJOJTUFS EBUF CFGPSF DMJDLJOH "ENJOJTUFS

Vitals
)FJHIU WBMVFT SFDPSEFE JO UIF QBTU ZFBS BVUPQPQVMBUF JO UIF 7JUBMT TFDUJPO GPS QBUJFOUT
PWFS  ZFBST PME 'PS QBUJFOUT VOEFS  IFJHIU WBMVFT SFDPSEFE JO UIF QBTU UISFF

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
NPOUIT BVUPQPQVMBUF

:PV DBO EJTQMBZ WJUBMT JO EJGGFSFOU NFBTVSFNFOU TZTUFNT JO UIF QBUJFOU DIBSU BOE
FODPVOUFS
To configure vitals units of measurement
 %JTQMBZ UIF 7JUBMT QBHF 0O UIF .BJO .FOV DMJDL 4FUUJOHT  6OEFS "%.*/
DMJDL $MJOJDBMT *O UIF 5BTL #BS VOEFS 13"$5*$& -*/,4 Ȁ )JTUPSZ*OUBLF DMJDL 7JU
BMT
 *G ZPVS QSBDUJDF JT B NVMUJTQFDJBMUZ QSBDUJDF TFMFDU UIF TQFDJBMUZ UP NPEJGZ
 $IFDL UIF 4IPX $POWFSUFE .FBTVSFNFOUT CPY UP EJTQMBZ NFBTVSFNFOUT JO CPUI
UIF EFGBVMU VOJU BOE JO B DPOWFSUFE NFBTVSFNFOU UISPVHIPVU UIF DIBSU 'PS
FYBNQMF JG ZPV TFMFDU 64 VOJUT BT UIF EFGBVMU UIF DPOWFSUFE NFBTVSFNFOU
BQQFBST JO NFUSJD VOJUT
 4FMFDU UIF QSJNBSZ VOJUT PG NFBTVSFNFOU GPS UIF IFJHIU WJUBM GSPN UIF )FJHIU %JT
QMBZ 6OJUT NFOV DFOUJNFUFST GFFU BOE JODIFT EFGBVMU PS JODIFT

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
  4FMFDU UIF QSJNBSZ VOJUT PG NFBTVSFNFOU GPS UIF UFNQFSBUVSF WJUBM GSPN UIF 5FN
QFSBUVSF %JTQMBZ 6OJUT NFOV 'BISFOIFJU EFGBVMU PS $FMTJVT
 4FMFDU UIF QSJNBSZ VOJUT PG NFBTVSFNFOU GPS UIF XFJHIU WJUBM GSPN UIF 8FJHIU %JT
QMBZ 6OJUT NFOV HSBNT LJMPHSBNT QPVOET BOE PVODFT EFGBVMU QPVOET PS
PVODFT
 4FMFDU UIF QSJNBSZ VOJUT PG NFBTVSFNFOU GPS UIF IFBE DJSDVNGFSFODF WJUBM GSPN UIF
)FBE $JSDVNGFSFODF %JTQMBZ 6OJUT NFOV DFOUJNFUFS EFGBVMU GFFU BOE JODIFT
PS JODIFT
 $MJDL 4BWF

To review vitals units of measurement

7JUBMT NFBTVSFNFOUT PG IFJHIU XFJHIU UFNQFSBUVSF BOE IFBE DJSDVNGFSFODF BQQFBS
UISPVHIPVU UIF DIBSU BOE JO UIF *OUBLF BOE &YBN TUBHFT PG UIF FODPVOUFS JO UIF
QSJNBSZ VOJUT ZPV TFMFDUFE "EEJUJPOBMMZ JG ZPV DIFDLFE UIF 4IPX $POWFSUFE .FBT
VSFNFOUT CPY UIF 7JUBMT UBC GMPXTIFFUT UIF 3FWJFX FODPVOUFS TUFQ BOE UIF CSJFGJOH
EJTQMBZ UIF DPOWFSUFE VOJUT OFYU UP UIF QSJNBSZ VOJUT $POWFSUFE NFBTVSFNFOUT BQQFBS
BT ZPV FOUFS IFJHIU XFJHIU UFNQFSBUVSF BOE IFBE DJSDVNGFSFODF

To manage vitals notes

&OUFSJOH OPUFT BCPVU WJUBMT NFBTVSFNFOUT DBO CF VTFGVM GPS EPDVNFOUJOH GBDUPST UIBU
JOGMVFODF NFBTVSJOH BOZ PG UIF QBUJFOUT WJUBMT TVDI BT B XIFFMDIBJS QSFWFOUJOH XFJHI
JOH B QBUJFOU PS B DIJME XIP JT DSZJOH PS VQTFU 5P FOUFS OPUFT ZPV NVTU GJSTU DIFDL UIF
0UIFS  /PUFT CPY PO UIF $POGJHVSF 7JUBMT QBHF 0O UIF .BJO .FOV DMJDL 4FUUJOHT 

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
6OEFS "%.*/ DMJDL $MJOJDBMT *O UIF 5BTL #BS VOEFS 13"$5*$& -*/,4 Ȁ )JTUPSZ*OUBLF
DMJDL 7JUBMT
To add a vitals note from the Intake stage of an encounter
 %VSJOH *OUBLF TFMFDU 7JUBMT JO UIF DIFDLMJTU
 "U UIF CPUUPN PG UIF TFDUJPO DMJDL UIF BEE OPUF JDPO 

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
  &OUFS B OPUF

 $MJDL PVUTJEF UIF UFYU GJFME UP TBWF JU

To add a vitals note from the Exam stage of an encounter

 $MJDL JO UIF 7JUBMT TFDUJPO PG UIF 3FWJFX FODPVOUFS TUFQ EVSJOH BO FYBN
 6QEBUF BOZ WJUBMT BT OFDFTTBSZ

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
  *G DMJOJDBM TUBGG BMSFBEZ FOUFSFE B OPUF EVSJOH *OUBLF UIF OPUF BQQFBST BU UIF CPU
UPN PG UIF TFDUJPO :PV DBO FEJU UIF OPUF JG OFDFTTBSZ

 *G B OPUF EPFT OPU BMSFBEZ FYJTU DMJDL UIF BEE OPUF JDPO BOE FOUFS B
OPUF

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
To review previously entered vitals notes
 *O UIF QBUJFOU DIBSU DMJDL UIF 7JUBMT UBC UP SFWJFX BMM WJUBMT OPUFT
 7JUBMT OPUFT BQQFBS XJUI UIF EBUF UIFZ XFSF FOUFSFE

5IF WJUBMT OPUF BQQFBST JO DPOUFYU XJUI SFMFWBOU WJUBMT NFBTVSFNFOUT BT GPMMPXT
l " WJUBMT OPUF UIBU XBT FOUFSFE NPSF SFDFOUMZ UIBO BOZ PG UIF EJTQMBZFE

WJUBMT BQQFBST JO UIF DIBSU

l 0UIFSXJTF JG POF PS NPSF PG UIF WJUBMT EJTQMBZFE XBT FOUFSFE JO BO

FODPVOUFS XJUI B WJUBMT OPUF UIF NPTU SFDFOU DPSSFTQPOEJOH WJUBMT OPUF
BWBJMBCMF BQQFBST

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
 l " WJUBMT OPUF FOUFSFE QSJPS UP BOZ PG UIF NPTU SFDFOU WJUBMT EJTQMBZFE EPFT
OPU BQQFBS JO UIJT WJFX
 5P SFWJFX BMM QBTU WJUBMT OPUFT DMJDL UIF GMPXTIFFU JDPO UP TFF UIF 7JUBMT GMPX
TIFFU " UJNF MJOF BQQFBST JO UIF CPUUPN /PUF SPX JG BOZ OPUFT BSF BWBJMBCMF GPS
UIF QBUJFOU :PV DBO TFF UIF DPOUFOUT PG B OPUF CZ IPWFSJOH PWFS UIF EPU

/PUF`*G UIF WJUBMT OPUF JT MPOH POMZ B QPSUJPO PG JU BQQFBST :PV DBO WJFX UIF GVMM
OPUF JO UIF UBCMF WJFX

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
  4XJUDI UP UIF UBCMF WJFX UP TFF BMM OPUFT

To edit vital and analyte values in a flowsheet

:PV DBO FEJU BOE BEE IJTUPSJDBM WBMVFT UP WJUBMT GMPXTIFFUT JODMVEJOH QFEJBUSJD HSPXUI
EBUB JO UIF QBUJFOU DIBSU FJUIFS EVSJOH PS PVUTJEF PG UIF FODPVOUFS XPSLGMPX

 *O B QBUJFOUT DIBSU DMJDL UIF 7JUBMT UBC

 $MJDL UIF GMPXTIFFU JDPO 
5IF GMPXTIFFU EJTQMBZT UIF HSBQI WJFX CZ EFGBVMU
/PUF 'PS QFEJBUSJD QBUJFOUT VOEFS  ZFBST UIF GMPXTIFFU EJTQMBZT UIF HSPXUI
DIBSUT WJFX CZ EFGBVMU

 $MJDL 5"#-& UP TXJUDI UP UIF UBCMF WJFX

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
  $MJDL B DPMVNO IFBEFS UP FEJU

 $MJDL UIF BEE JDPO UP BEE OFX IJTUPSJDBM EBUB

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
  &OUFS B EBUF

 6TF UIF NFOVT UP TFMFDU EJGGFSFOU VOJUT GPS IFJHIU XFJHIU IFBE DJSDVNGFSFODF
BOE UFNQFSBUVSF

 &OUFS UIF WJUBMT EBUB

/PUF *G ZPV PQFO B WJUBMT GMPXTIFFU UIBU IBT OP QSFWJPVT EBUB UIF GMPXTIFFU
EFGBVMUT UP UIF UBCMF WJFX BOE EJTQMBZT CMBOL FOUSJFT GPS BMM BWBJMBCMF WJUBMT $MJDL
UIF BEE JDPO BOE BEE EBUB GPS BQQMJDBCMF WJUBMT 0ODF ZPV DMJDL PVUTJEF PG UIF

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
 "EE 'MPXTIFFU 7BMVFT XJOEPX UIF UBCMF WJFX VQEBUFT UP JODMVEF POMZ UIF
BQQMJDBCMF WJUBMT

Results
-BC SFTVMUT
3FWJFX BOZ MBC SFTVMUT ZPV OFFE UP EJTDVTT XJUI UIF QBUJFOU XIFO ZPV CFHJO UIF &YBN
TUBHF $MJDL UIF SFTVMU TUBUVT UP FYQBOE UIF EFUBJMT

:PV DBO BMTP DMJDL UIF GMPXTIFFU JDPO UP WJFX NPSF MBC EFUBJMT PO UIF SJHIU $MJDL
UIF MFGU BSSPX JDPO UP DPMMBQTF UIF EFUBJMFE WJFX

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
*NBHJOH SFTVMUT

l 3FTVMUT BSF MJTUFE XJUI GPVS QBSUT`UFTU OBNF EBUF UFYU BOE JNBHF PS BUUBDINFOU
JOEJDBUPS
l 5IF GJSTU BWBJMBCMF PG UIF GPMMPXJOH GJFMET BQQFBST *OUFSQSFUBUJPO `*OUFSOBM /PUFT
3FTVMUT UFYU
l *NBHF BWBJMBCMF BQQFBST XIFO B MJOLFE JNBHF JT BWBJMBCMF
l "UUBDINFOU BWBJMBCMF BQQFBST XIFO UIF SFTVMU IBT BO BUUBDINFOU XIJDI JT OPU
DBUFHPSJ[FE TVDI BT B GBY JNBHF JOUFHSBUFE EFWJDF JNBHF PS VQMPBEFE GJMF
l $MJDL UIF WJFX NPSF JDPO UP WJFX UIF SFTVMU EFUBJMT

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
To view historical result documents from the chart
 *O B QBUJFOUT CSJFGJOH DMJDL UIF 3FTVMUT UBC
 $MJDL B SFTVMU XJUI B IJTUPSJDBM EPDVNFOU

 $MJDL 7*&8 "-- UP EJTQMBZ UIF SFTVMUT

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
  $MJDL UIF FYQBOE JDPO

5IF IJTUPSJDBM EPDVNFOU BQQFBST

 5P WJFX UIF NPTU SFDFOU EPDVNFOU DMJDL UIF GMPXTIFFU JDPO BOE UIFO DMJDL
%0$6.&/5 UP BDDFTT UIF EPDVNFOU WJFX

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
Visits
:PV DBO BDDFTT PQFO BOE DMPTFE FODPVOUFST JO UIF 7JTJUT TFDUJPO PG UIF DIBSU

History
5IF )JTUPSZ TFDUJPO JODMVEFT

l 'BNJMZ )JTUPSZ
l 4PDJBM )JTUPSZ
l 4VSHJDBM )JTUPSZ
l (ZO )JTUPSZ
l 0# )JTUPSZ
l 1BTU .FEJDBM )JTUPSZ
l 1FSJOBUBM )JTUPSZ

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
$MJDL UIF WJFX NPSF JDPO UP FYQBOE UIF RVFTUJPOT JO FBDI IJTUPSZ

4VSHJDBM )JTUPSZ
$MJDL BO JUFN JO UIF 4VSHJDBM )JTUPSZ TFDUJPO UP WJFX NPSF PS UP FEJU

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
" MJTU PG ZPVS GSFRVFOUMZ VTFE TVSHJDBM QSPDFEVSFT BQQFBST JO UIF "EE 1SPDFEVSF GJFME
JO UIF 4VSHJDBM )JTUPSZ TFDUJPO :PVS QSBDUJDF DBO NBOBHF UIJT MJTU PG TVSHJDBM QSP
DFEVSFT PO UIF 4VSHJDBM )JTUPSZ 2VFTUJPOT QBHF 0O UIF .BJO .FOV DMJDL UIF 4FU
UJOHT JDPO  6OEFS "%.*/ DMJDL $MJOJDBMT *O UIF 5BTL #BS VOEFS 13"$5*$& -*/,4 Ȁ
)JTUPSZ*OUBLF DMJDL 4VSHJDBM )JTUPSZ 2VFTUJPOT

*NQPSUBOU 6TF DBVUJPO XIFO FEJUJOH DIFDLMJTUT BOE RVFTUJPOT :PV TIPVME FEJU GJFME
OBNFT POMZ UP GJY UZQPT PS FEJU BCCSFWJBUJPOT .BLJOH TVCTUBOUJBM DIBOHFT UP DPOUFOU
PS DIBOHJOH UIF TFRVFODF PG DIFDLMJTU JUFNT BOE RVFTUJPOT BGGFDUT BMM QBUJFOU DIBSUT UIBU
JODMVEF UIF DIFDLMJTU PS RVFTUJPO

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
To add surgical history questions to a patient chart
 *O UIF QBUJFOUT DIBSU DMJDL UIF )JTUPSZ UBC
 4DSPMM EPXO UP UIF 4VSHJDBM )JTUPSZ TFDUJPO
 $MJDL UIF QMVT JDPO UP BEE B TVSHJDBM IJTUPSZ JUFN
"MM JUFNT ZPV QSFWJPVTMZ TFU VQ PO UIF 4VSHJDBM )JTUPSZ 2VFTUJPOT QBHF BQQFBS
JO UIF MJTU

 5P TFBSDI GPS B QSPDFEVSF TUBSU UZQJOH JO UIF TFBSDI CPY

6Q UP UFO JUFNT GSPN UIF 4VSHJDBM )JTUPSZ 2VFTUJPOT QBHF BQQFBS BU UIF UPQ PG

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
 UIF TFBSDI SFTVMU GPMMPXFE CZ SFTVMUT GSPN UIF HMPCBM MJTU PG QSPDFEVSFT

 4FMFDU BO JUFN UP BEE UP UIF QBUJFOUT TVSHJDBM IJTUPSZ

 &OUFS UIF 4VSHFSZ %BUF BOE DMJDL "EE

 *O UIF 4VSHJDBM )JTUPSZ MJTU DMJDL BO JUFN UP FEJU UIF TVSHFSZ EBUF PS UIF JUFNT
OPUF
 5P EFMFUF UIF JUFN DMJDL UIF 9 JDPO

1BTU .FEJDBM )JTUPSZ

" MJTU PG QBTU NFEJDBM IJTUPSZ RVFTUJPOT BQQFBST PO UIF )JTUPSZ UBC PG UIF QBUJFOU DIBSU
"EEJUJPOBMMZ ZPVS QSBDUJDF DBO NBOBHF UIF MJTU PG QBTU NFEJDBM IJTUPSZ RVFTUJPOT
JODMVEJOH

l "EEJOH RVFTUJPOT
l $POUSPMMJOH UIF PSEFS JO XIJDI RVFTUJPOT BQQFBS

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
 l %FMFUJOH PS VQEBUJOH FYJTUJOH QSPCMFNT
l "QQMZJOH VQEBUFT UP UIF EFQBSUNFOU MFWFM

*NQPSUBOU 5IF 1BTU .FEJDBM )JTUPSZ TFDUJPO JT EFTJHOBUFE GPS JOGPSNBUJPO SFHBSEJOH B
QBUJFOUȃT IJTUPSZ PG QSPCMFNT PS EJBHOPTFT %JGGFSFOU GSPN UIF QSPCMFNT MJTU UIF 1BTU
.FEJDBM )JTUPSZ TFDUJPO JT JOUFOEFE GPS EPDVNFOUBUJPO BOE SFWJFX PG UIF QBUJFOUȃT NFE
JDBM IJTUPSZ BU UIF UJNF PG USBOTGFS PG DBSF JOUP UIF QSBDUJDF PS XIFO QBUJFOUT VQEBUF UIJT
JOGPSNBUJPO JO UIF 1BUJFOU 1PSUBM :PV TIPVME EPDVNFOU BMM BDUJWF BOE IJTUPSJDBM NFE
JDBM QSPCMFNT JO UIF QSPCMFNT MJTU
To manage past medical history questions
 %JTQMBZ UIF 1BTU .FEJDBM )JTUPSZ 2VFTUJPOT QBHF 0O UIF .BJO .FOV DMJDL UIF
4FUUJOHT JDPO  6OEFS "%.*/ DMJDL $MJOJDBMT *O UIF 5BTL #BS VOEFS 13"$5*$&
-*/,4 Ȁ )JTUPSZ*OUBLF DMJDL 1BTU .FEJDBM )JTUPSZ 2VFTUJPOT
 5P DSFBUF B OFX RVFTUJPO DMJDL "EE OFX
B &OUFS B RVFTUJPO JO UIF 26&45*0/ GJFME
C &OUFS B EJHJU JO UIF 0SEFSJOH GJFME UP EFUFSNJOF XIFSF JO UIF MJTU UIF RVFTUJPO
TIPVME BQQFBS
D $MJDL 4BWF PS 4BWF BOE "EE "OPUIFS
 5P FEJU BO FYJTUJOH RVFTUJPO DMJDL FEJU 6QEBUF UIF GJFMET BT OFDFTTBSZ BOE DMJDL
4BWF

*NQPSUBOU 6TF DBVUJPO XIFO FEJUJOH DIFDLMJTUT BOE RVFTUJPOT :PV TIPVME FEJU GJFME
OBNFT POMZ UP GJY UZQPT PS FEJU BCCSFWJBUJPOT .BLJOH TVCTUBOUJBM DIBOHFT UP DPOUFOU
PS DIBOHJOH UIF TFRVFODF PG DIFDLMJTU JUFNT BOE RVFTUJPOT BGGFDUT BMM QBUJFOU DIBSUT UIBU
JODMVEF UIF DIFDLMJTU PS RVFTUJPO
To view and edit past medical history questions in the patient
chart
 *O UIF QBUJFOUT DIBSU DMJDL UIF )JTUPSZ UBC
 4DSPMM EPXO UP UIF 1BTU .FEJDBM )JTUPSZ TFDUJPO

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
  *G DMJOJDBM TUBGG BOTXFSFE RVFTUJPOT EVSJOH JOUBLF UIFTF RVFTUJPOT BQQFBS XJUI
UIFJS BOTXFST JO UIJT MJTU *G B QBUJFOU IBT FOUFSFE QBTU NFEJDBM IJTUPSZ JOGPSNBUJPO
CFGPSF UIF BQQPJOUNFOU WJB UIF BUIFOB$PNNVOJDBUPS 1BUJFOU 1PSUBM DMJDL UIF
EBUB SFDPODJMJBUJPO MJOL CFMPX UIF TFDUJPO UJUMF UP JNQPSU UIF BOTXFSFE RVFTUJPOT
UP UIF MJTU
 5P WJFX BMM RVFTUJPOT JODMVEJOH UIPTF XIJDI IBWF OPU CFFO BOTXFSFE GPS UIF
QBUJFOU DMJDL 7*&8`.03& BU UIF CPUUPN PG UIF TFDUJPO
 4FMFDU :FT PS /P UP VOBOTXFSFE RVFTUJPOT PS UP FEJU BOTXFSFE RVFTUJPOT $MJDL
UIF BEE OPUF JDPO UP BEE B OPUF

To record perinatal history

BUIFOBIFBMUI SFDPNNFOET SFWJFXJOH ZPVS DPOGJHVSFE 1SFOBUBM )JTUPSZ BOE #JSUI )JT
UPSZ QSPCMFNT 0O UIF .BJO .FOV DMJDL 4FUUJOHT  6OEFS "%.*/ DMJDL $MJOJDBMT *O
UIF 5BTL #BS VOEFS 13"$5*$& -*/,4 Ȁ )JTUPSZ*OUBLF DMJDL 1SFOBUBM )JTUPSZ BOE

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
#JSUI`)JTUPSZ 0O UIFTF QBHFT ZPV DBO BEE BOE EFGJOF SFMFWBOU QFSJOBUBM RVFTUJPOT UP
NBLF UIFN BQQFBS JO B TQFDJGJD PSEFS

 *O UIF QBUJFOU DIBSU DMJDL UIF )JTUPSZ UBC

*G UIF QBUJFOU JT ZPVOHFS UIBO UISFF ZFBST PME UIF 1FSJOBUBM )JTUPSZ TFDUJPO XIJDI
JODMVEFT UXP TVCTFDUJPOT GPS 1SFOBUBM )JTUPSZ BOE #JSUI )JTUPSZ BVUPNBUJDBMMZ
BQQFBST
 *G UIF QBUJFOU JT PMEFS UIBO UISFF ZFBST ZPV NVTU TDSPMM UP UIF CPUUPN PG UIF )JT
UPSZ TFDUJPO BOE DMJDL 4IPX 1FSJOBUBM )JTUPSZ

5IF OFYU UJNF ZPV SFWJFX UIJT QBUJFOUT DIBSU UIF 1FSJOBUBM )JTUPSZ TFDUJPO

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
 BVUPNBUJDBMMZ BQQFBST 5P IJEF UIF TFDUJPO UIF OFYU UJNF ZPV SFWJFX UIJT QBUJFOUT
DIBSU DMJDL )JEF 1FSJOBUBM )JTUPSZ
 $MJDL UIF WJFX NPSF JDPO UP FYQBOE UIF TFDUJPO
 'PS FBDI PG UIF QBUJFOUT QSPCMFNT DIFDL UIF CPY

*G ZPV IBWF OPUIJOH UP SFDPSE GPS BO FOUJSF TFDUJPO DIFDL UIF 6OSFNBSLBCMF CPY
BU UIF UPQ PG UIF TFDUJPO
 $MJDL UIF BEE OPUF JDPO OFYU UP BO JUFN UP FOUFS EFUBJMT

Quality
2VBMJUZ BOE .6`NFBTVSFT UIBU OFFE BUUFOUJPO BSF JOEJDBUFE CZ UIF PSBOHF WFSUJDBM
CBS 5IF SFMFWBOU GJFMET BSF IJHIMJHIUFE UP SFNJOE ZPV UP DPNQMFUF UIF BDUJPOT SFRVJSFE
UP GVMGJMM UIF NFBTVSFT

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
/PUF 5IF BMFSUT EJTBQQFBS XIFO ZPV UBLF UIF OFDFTTBSZ BDUJPOT JOEJDBUJOH UIBU ZPV
IBWF TBUJTGJFE UIF NFBTVSF

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
Documenting an Encounter
1SBDUJDF SPMFT BGGFDUFE
BUIFOB$MJOJDBMT Ȁ $MJOJDBM 1SPWJEFS

5IF GPMMPXJOH GFBUVSFT IFMQ ZPV EPDVNFOU BO FODPVOUFS

l 1SPDFEVSF EPDVNFOUBUJPO
l 5P TFMFDU B QSPDFEVSF UFNQMBUF

l 5P NBQ B HMPCBM QSPDFEVSF UFNQMBUF UP B QSPDFEVSF DPEF

l .BDSPT
l 5P TBWF OPUFT BT NBDSPT

l 5P TFBSDI GPS B NBDSP

l 5P NBOBHF ZPVS NBDSPT QSPWJEFST

l 5P NBOBHF NBDSPT QSBDUJDF NBOBHFST

l 5P BEE NBDSPT UP BO FODPVOUFS QMBO

l 5P VTF NBDSPT UISPVHI FODPVOUFS QMBOT

l 6TF KPUUFS UP DSFBUF GSFFIBOE JNBHFT UP IFMQ EPDVNFOU B QBUJFOUT DPOEJUJPO

Procedure documentation
Local procedure templates
:PV DBO TFMFDU MPDBM QSPDFEVSF UFNQMBUFT XJUI UIF SFOEFSJOH QSPWJEFST NPTU GSF
RVFOUMZ VTFE UFNQMBUFT BU UIF UPQ PG UIF MJTU EVSJOH BO FYBN BUIFOB/FU GJMUFST UIF UFN
QMBUFT CZ UIF TQFDJBMUZ PG UIF SFOEFSJOH QSPWJEFS BT XFMM BT UIF QBUJFOUT BHF BOE
HFOEFS

:PV DBO DSFBUF PS BEE MPDBM QSPDFEVSF UFNQMBUFT PO UIF 1SPDFEVSF 5FNQMBUFT QBHF
0O UIF .BJO .FOV DMJDL 4FUUJOHT  6OEFS "%.*/ DMJDL $MJOJDBMT *O UIF 5BTL #BS
VOEFS 13"$5*$& -*/,4 Ȁ &YBN DMJDL 1SPDFEVSF 5FNQMBUFT

:PV DBO DSFBUF MPDBM QSPDFEVSF DPEF NBQQJOHT GPS BDDFMFSBUFE CJMMJOH PO UIF 0SEFS
5ZQF  1SPDFEVSF 5FNQMBUF .BQQJOH QBHF 0O UIF .BJO .FOV DMJDL 4FUUJOHT 

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
6OEFS "%.*/ DMJDL $MJOJDBMT *O UIF 5BTL #BS VOEFS 13"$5*$& -*/,4 Ȁ $IBSHF *OUFH
SBUJPO DMJDL 0SEFS 5ZQF  1SPDFEVSF 5FNQMBUF .BQQJOH

5P TFMFDU B QSPDFEVSF UFNQMBUF

 *O UIF &YBN TUBHF PG BO FODPVOUFS DMJDL UIF 1& TFDUJPO BOE TDSPMM EPXO UP 1SP
DFEVSF %PDVNFOUBUJPO
 $MJDL UIF BEE JDPO BOE TFMFDU B QSPDFEVSF UFNQMBUF

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
  $PNQMFUF UIF UFNQMBUF BOE DMJDL 
*G UIF UFNQMBUF IBT CFFO NBQQFE UP B QSPDFEVSF DPEF UIF DPEF JT QSFQPQ
VMBUFE PO UIF #JMMJOH UBC JO 4JHOPGG

Global procedure templates

5P NBQ B HMPCBM QSPDFEVSF UFNQMBUF UP B QSPDFEVSF DPEF

 %JTQMBZ UIF 4USFBNMJOFE 1SPDFEVSF 5FNQMBUF .BQQJOH QBHF 0O UIF .BJO

.FOV DMJDL 4FUUJOHT  6OEFS "%.*/ DMJDL $MJOJDBMT *O UIF 5BTL #BS VOEFS
13"$5*$& -*/,4 Ȁ $IBSHF *OUFHSBUJPO DMJDL 4USFBNMJOFE 1SPDFEVSF 5FNQMBUF
.BQQJOH
 4FBSDI GPS UIF UFNQMBUF BOE DMJDL NBQ OFYU UP UIF UFNQMBUF OBNF
"EEJUJPOBM GJFMET BQQFBS

 &GGFDUJWF %BUF Ȁ &OUFS UIF FGGFDUJWF EBUF PS DMJDL UIF DBMFOEBS JDPO UP TFMFDU UIF
EBUF
 &YQJSBUJPO %BUF Ȁ &OUFS UIF FYQJSBUJPO EBUF PS DMJDL UIF DBMFOEBS JDPO UP TFMFDU
UIF EBUF
 1SPDFEVSF $PEF Ȁ $MJDL UIF QMVT JDPO BOE TFBSDI GPS BOE TFMFDU POF NVM
UJQMF PS B TFU PG QSPDFEVSF DPEFT UP NBQ
l 5P NBQ B HMPCBM QSPDFEVSF UFNQMBUF UP NVMUJQMF QSPDFEVSF DPEFT DMJDL UIF

QMVT JDPO BU UIF GBS SJHIU UIF PVUFSNPTU 

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
 " OFX SPX BQQFBST UP BEE UIF OFYU QSPDFEVSF DPEF
l 5P NBQ B HMPCBM QSPDFEVSF UFNQMBUF UP B TFU PG QSPDFEVSF DPEFT DMJDL UIF

QMVT JDPO JO UIF 1SPDFEVSF $PEF DPMVNO OPU UIF BU UIF GBS SJHIU 

" OFX SPX BQQFBST UP BEE UIF OFYU QSPDFEVSF DPEF

 $MJDL "EE UP TBWF ZPVS NBQQJOH
5IF TFMFDUFE FGGFDUJWF EBUFT FYQJSBUJPO EBUFT BOE QSPDFEVSF DPEFT BQQFBS GPS
UIF TFMFDUFE HMPCBM QSPDFEVSF UFNQMBUF

Macros
To save notes as macros
:PV DBO EPDVNFOU BOZ BTTFTTNFOU BOE EJTDVTTJPO OPUFT BOE QBUJFOU JOTUSVDUJPOT JO UIF
FYBN /PUFT GJFMET JODMVEF`"1 OPUFT 5PEBZT "TTFTTNFOU EJBHOPTJTMFWFM BTTFTT
NFOUT %JTDVTTJPO /PUFT 1BUJFOU *OTUSVDUJPOT BT XFMM BT )1* 304 BOE 1&`TFDUJPO
MFWFM OPUFT 5FYU UIBU ZPV FOUFS JO UIFTF GJFMET BQQFBST JO UIF "TTFTTNFOU BOE 1MBO TFD
UJPO PG UIF TVNNBSZ

*G ZPV SFVTF B OPUF GSFRVFOUMZ ZPV DBO DSFBUF B NBDSP TJNJMBS UP B UFNQMBUF UP VTF JO
UIF GVUVSF

$MJDL UIF TBWF NBDSP JDPO UIBU BQQFBST PO UIF SJHIU XIFO ZPV IPWFS PWFS UIF OPUF
ZPV FOUFSFE UP TBWF ZPVS UFYU BT B NBDSP 5IF TBWFE NBDSP JT BDDFTTJCMF JO BOZ
NBDSPFOBCMFE OPUF GJFME "MUFSOBUJWFMZ ZPV DBO TBWF UIF NBDSP JO POMZ UIF TFDUJPO

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
XIFSF ZPVSF XPSLJOH

5IJT JDPO BQQFBST JO UIF "TTFTTNFOU BOE 1MBO /PUFT GJFME BT XFMM BT UIF UPQMFWFM
OPUFT JO UIF )1* 304 BOE 1& TFDUJPOT
To search for a macro
5IF MJTU PG NBDSPT UIBU BQQFBS JO TFBSDI SFTVMUT JODMVEFT UIF NPTU GSFRVFOUMZVTFE NBD
SPT BU UIF UPQ .BDSPT ZPV IBWF OFWFS VTFE BQQFBS BMQIBCFUJDBMMZ

*O BEEJUJPO UIF GSFRVFODZ XJUI XIJDI NBDSPT BQQFBS JO UIF SFTVMUT MJTU DPSSFTQPOET UP

l 6TFSOBNF
l &ODPVOUFS TFDUJPO FH `)1*
l 1BUJFOU BHF
l 1BUJFOU HFOEFS

5JQ 5P BDDFTT UIF NBDSP MJTU UZQF B QFSJPE  GPMMPXFE CZ UIF GVMM PS BOZ QBSU PG UIF
TIPSUDVU OBNF JO B NBDSPFOBCMFE GJFME 'PS FYBNQMF JG ZPV TFBSDI GPS B NBDSP UIBU
ZPV LOPX IBT )1* JO UIF OBNF CVU DBOU SFNFNCFS UIF FYBDU OBNF UZQJOH )1*
ZJFMET SFTVMUT JODMVEJOH CPUI EJBCFUFT)1* BOE )1*EJBCFUFT NBDSPT

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
 To manage macros
1SBDUJDF NBOBHFST DBO NBOBHF BMM QSPWJEFST NBDSPT PO UIF 5FYU .BDSPT BENJO
QBHF 'PS B TFMFDUFE NBDSP ZPV DBO HSBOU BDDFTT UP NVMUJQMF TFMFDUFE QSPWJEFST PS UP
BMM QSPWJEFST JO ZPVS QSBDUJDF

1SPWJEFST DBO VTF UIF .Z 5FYU .BDSPT QBHF UP NBOBHF UIFJS PXO NBDSPT DPQZ
BOPUIFS QSPWJEFST NBDSP UP UIFJS MJTU PS TVCTDSJCF UP BOPUIFS VTFST NBDSP "MM NBDSPT
ZPV TBWF BSF MJOLFE UP ZPVS VTFSOBNF BOE BQQFBS JO ZPVS TFBSDI SFTVMUT PG BO
FODPVOUFS
To manage your macros (providers)
 %JTQMBZ UIF .Z 5FYU .BDSPT QBHF 0O UIF .BJO .FOV DMJDL 4FUUJOHT  6OEFS
.: $0/'*(63"5*0/4 DMJDL 5FYU .BDSPT
5IF &YJTUJOH .Z 5FYU .BDSPT BSFB BQQFBST

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
  $MJDL "EE OFX UP BEE B OFX NBDSP
 $MJDL FEJU UP VQEBUF B NBDSP
 $MJDL DPQZ UP DPQZ BOPUIFS QSPWJEFST NBDSP BOE FEJU JU GPS ZPVS PXO VTF
 $MJDL TVCTDSJCF UP TVCTDSJCF UP BOPUIFS QSPWJEFST NBDSP
5IF NBDSP JT OPX BWBJMBCMF UP ZPV JO BO FODPVOUFS

To manage macros (practice managers)

 %JTQMBZ UIF 5FYU .BDSPT QBHF 0O UIF .BJO .FOV DMJDL 4FUUJOHT  6OEFS
"%.*/ DMJDL $MJOJDBMT *O UIF 5BTL #BS VOEFS 13"$5*$& -*/,4 Ȁ &YBN DMJDL 5FYU

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
 .BDSPT
 $MJDL "EE OFX UP BEE B OFX NBDSP
"EEJUJPOBM GJFMET BQQFBS

 4IPSUDVU Ȁ &OUFS B OBNF GPS UIF NBDSP

 &YQBOTJPO Ȁ &OUFS UIF SFVTBCMF UFYU
 4FDUJPO Ȁ 4FMFDU UIF FODPVOUFS TFDUJPO XIFSF UIF NBDSP TIPVME BQQFBS PS
TFMFDU "MM UP NBLF UIF NBDSP VOJWFSTBM
 1SPWJEFST Ȁ $IFDL UIF CPYFT GPS UIF QSPWJEFST XIP DBO VTF UIF NBDSP
 $MJDL "EE
 $MJDL FEJU UP VQEBUF BO FYJTUJOH NBDSP
 $MJDL EFMFUF UP SFNPWF B NBDSP

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
Macros in encounter plans
:PV DBO SFVTF NBDSPT ZPV DSFBUF JO UIF )1* 304 1& BOE "1 TFDUJPOT UISPVHI
FODPVOUFS QMBOT JODMVEJOH TFDUJPOTQFDJGJD NBDSPT GPS UIFTF TFDUJPOT

l "TTFTTNFOU BOE 1MBO

l %JTDVTTJPO /PUFT
l 1BUJFOU *OTUSVDUJPOT

:PV DBO VTF FODPVOUFS QMBOT UP EPDVNFOU NPSF FGGJDJFOUMZ BT FODPVOUFS TFDUJPOT
BVUPQPQVMBUF XJUI BDDFMFSBUPST JODMVEJOH UFYU NBDSPT TUSVDUVSFE UFNQMBUFT BOE
PSEFS TFUT BMM CBTFE PO DPNNPO SFBTPOT GPS B WJTJU
To add macros to an encounter plan
 %JTQMBZ UIF &ODPVOUFS 1MBOT QBHF 0O UIF .BJO .FOV DMJDL UIF 4FUUJOHT JDPO 
6OEFS "%.*/ DMJDL $MJOJDBMT *O UIF 5BTL #BS VOEFS 13"$5*$& -*/,4 Ȁ )JT
UPSZ*OUBLF DMJDL &ODPVOUFS 1MBOT
 $MJDL "EE B OFX FODPVOUFS QMBO
 &ODPVOUFS QMBO OBNF Ȁ &OUFS B TIPSU EFTDSJQUJWF OBNF GPS UIF FODPVOUFS QMBO
 6TFST Ȁ $MJDL "MM UP NBLF UIJT FODPVOUFS QMBO BWBJMBCMF GPS BMM QSPWJEFST JO ZPVS
QSBDUJDF PS DMJDL 4FMFDUFE BOE DIFDL UIF CPYFT OFYU UP UIF QSPWJEFST XIP OFFE
BDDFTT
 :PV DBO VTF SFBTPOT GPS WJTJU GPMMPXVQ EJBHOPTFT TUSVDUVSFE UFNQMBUFT PSEFS
TFUT BOE UFYU NBDSPT UIBU CFMPOH UP TQFDJGJD QSPWJEFST XIFO ZPV DSFBUF QSBDUJDF
XJEF FODPVOUFS QMBOT XBSOJOH NFTTBHFT BQQFBS UP IFMQ NBLF TVSF UIBU ZPVS
TFMFDUJPOT IBWF UIF JOUFOEFE FGGFDU
/PUF "OZ UFYU NBDSPT ZPV BEE PO UIJT QBHF BVUPNBUJDBMMZ BQQFBS GPS BOZ QSP
WJEFS PO UIF FODPVOUFS QMBO SFHBSEMFTT PG XIFUIFS PS OPU UIF QSPWJEFS IBT
BDDFTT UP UIBU NBDSP
 'PMMPXVQ EJBHOPTFT Ȁ &OUFS UIF TFU PG GPMMPXVQ 4/0.&% EJBHOPTFT UIBU
XPVME SFRVJSF QBSUJDVMBS UFNQMBUFT EJBHOPTFT PS PSEFST BT B QBSU PG UIF DVSSFOU
FODPVOUFS

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
  5FNQMBUFT Ȁ 4FMFDU UIF UFNQMBUFT UP BDUJWBUF GPS UIF FODPVOUFS SFBTPOT PS GPM
MPXVQ EJBHOPTFT VTFE JO UIF FODPVOUFS QMBO
 4BWFE 'JOEJOHT Ȁ 4FMFDU UIF TBWFE GJOEJOHT UP BDUJWBUF GPS UIF FODPVOUFS SFBTPOT
PS GPMMPXVQ EJBHOPTFT VTFE JO UIF FODPVOUFS QMBO
/PUF 4BWFE GJOEJOHT BQQFBS JO UIF FODPVOUFS QMBO GPS POMZ UIF QSPWJEFS UIBU DSF
BUFE UIF TBWFE GJOEJOH
 5FYU .BDSPT Ȁ 4FMFDU UIF NBDSPT UP BDUJWBUF GPS UIF FODPVOUFS SFBTPOT PS GPM
MPXVQ EJBHOPTFT VTFE JO UIF FODPVOUFS QMBO
/PUFT
l :PV DBO BEE TFDUJPOTQFDJGJD NBDSPT UP FODPVOUFS QMBOT 5IJT JODMVEFT )1*

304 1& "TTFTTNFOU BOE 1MBO %JTDVTTJPO /PUFT BOE 1BUJFOU *OTUSVDUJPOT
l .BDSPT BEEFE UP BO FODPVOUFS QMBO BDDFMFSBUF GPS BOZ SFOEFSJOH QSP

WJEFS PO UIBU QMBO SFHBSEMFTT PG XIP IBT BDDFTT UP UIF NBDSP

 %JBHOPTFT Ȁ 4FMFDU UIF EJBHOPTFT UP BDUJWBUF GPS UIF FODPVOUFS SFBTPOT PS GPM
MPXVQ EJBHOPTFT VTFE GPS UIF FODPVOUFS QMBO
 %JBHOPTFT BOE 0SEFST %FUBJM Ȁ "EE PSEFST UP BTTPDJBUF XJUI UIF EJBHOPTFT
:PV DBO BMTP TFMFDU *$% DPEFT UP BTTPDJBUF XJUI UIF 4/0.&% EJBHOPTFT
 $MJDL 4BWF

/PUF`"MUIPVHI ZPV DBO DPOGJHVSF NBDSPT GPS B TVCTFU PG VTFST BOZ SFOEFSJOH QSP
WJEFS UIBU VTFT UIBU FODPVOUFS QMBO DBO VTF BOZ NBDSP BWBJMBCMF JO UIF QMBO FWFO JG
UIF QSPWJEFS DBOOPU BDDFTT UIF NBDSP PUIFSXJTF
To reuse macros through encounter plans
 *O BO FODPVOUFS BEE B 3FBTPO GPS 7JTJU UIBU IBT BO FODPVOUFS QMBO NBQQFE UP JU
 0QFO UIF "TTFTTNFOU BOE 1MBO UP TFF UIF FYQBOEFE UFYU UIBU OPX BQQFBST WJB
UIF NBQQFE NBDSP

Use jotter in encounter sections

:PV DBO VTF UIF KPUUFS UPPM UP DSFBUF GSFFIBOE JNBHFT UP IFMQ EPDVNFOU B QBUJFOUT
DPOEJUJPO 5IJT GVODUJPOBMJUZ JT BWBJMBCMF JO UIFTF FODPVOUFS TFDUJPOT

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
 l )JTUPSZ PG 1SFTFOU *MMOFTT )1*
l 3FWJFX PG 4ZTUFNT 304
l 1IZTJDBM &YBN 1&
l 1SPDFEVSF %PDVNFOUBUJPO

To use the jotter tool

 *O UIF )1* 304 1& PS 1SPDFEVSF %PDVNFOUBUJPO TFDUJPO DMJDL UIF BEE JDPO

 6OEFS +PUUFS TFMFDU "EE ESBXJOH

 *O UIF KPUUFS UPPM TFMFDU BO BOBUPNJDBM ESBXJOH PS VTF UIF EFGBVMU CMBOL KPUUFS

 6TF UIF QFO UP DSFBUF B GSFFIBOE ESBXJOH :PV DBO BMTP DMJDL &SBTF BOE $MFBS BT
OFDFTTBSZ

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
  $MJDL JO UIF VQQFS SJHIU DPSOFS UP TBWF ZPVS QSPHSFTT BOE DMJDL PVUTJEF PG
UIF KPUUFS UPPM UP SFUVSO UP ZPVS FODPVOUFS XPSLGMPX
5IVNCOBJMT PG ZPVS OFXMZNBSLFE ESBXJOHT BQQFBS BU UIF CPUUPN PG UIF
FODPVOUFS TFDUJPO :PV DBO DMJDL UIFTF UIVNCOBJMT UP NBLF FEJUT PS BEE OFX
ESBXJOHT
/PUF "OZ VONBSLFE ESBXJOHT BSF OPU TBWFE

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
Create Orders in the Assessment and Plan
1SBDUJDF SPMFT BGGFDUFE
BUIFOB$MJOJDBMT Ȁ $MJOJDBM 1SPWJEFS

5IJT SFMFBTF OPUF DPWFST IPX UP TFBSDI GPS BOE DSFBUF PSEFST

l 0SEFS TFBSDI
l 5P DSFBUF PSEFST
l 5P BQQMZ DIBOHFT UP NVMUJQMF MBC PSEFST

l .FEJDBUJPO PSEFST

l 5P TFOE JOTUSVDUJPOT UP MBC SFDFJWFST GPS CJMMJOH

l BUIFOB$PPSEJOBUPS $PSF 3FDFJWFST

Order search
:PV DBO FOUFS B GFX MFUUFST UP TFBSDI BOE CSPXTF UISPVHI UIF TVQQPSUFE DPOUFOU UZQFT
UIBU BQQFBS JO UIF TFBSDI CPY JODMVEJOH PSEFS TFUT JOEJWJEVBM EJBHOPTFT BOE JOEJ
WJEVBM PSEFST 4FMFDU BO JUFN UP BEE JU UP UIF %JBHOPTJT  0SEFST DBSU EVSJOH *OUBLF PS
JO UIF "TTFTTNFOU  1MBO TFDUJPO PG BO FODPVOUFS

*G ZPV DMJDL JO UIF TFBSDI CPY CVU EP OPU FOUFS BOZ EBUB UIF TFBSDI BVUPNBUJDBMMZ EJT
QMBZT TVHHFTUJPOT GPS PSEFS TFUT EJBHOPTFT BOE PSEFST CBTFE PO ZPVS QSFGFSFODFT
BOE NPTU GSFRVFOUMZ VTFE PQUJPOT

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
To create orders

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
Intake stage

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
  *O UIF *OUBLF DIFDLMJTU DMJDL 0SEFST  3FTVMUT

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
  $MJDL UIF BEE JDPO UP PQFO UIF %JBHOPTJT `0SEFST TFMFDUPS
/PUF 5IF 1PJOU PG $BSF 5FTUT TFDUJPO BQQFBST GJSTU GPS DMJOJDBM TUBGG UP FBTJMZ
RVFVF VQ PSEFST EVSJOH *OUBLF

 *G ZPV TFMFDU B QPJOU PG DBSF UFTU FH GFDBM PDDVMU CMPPE TUPPM UIF SFTVMUT UFN
QMBUF BVUPNBUJDBMMZ FYQBOET

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
 /PUF 5IF SFTVMUT UFNQMBUF BMTP BVUPNBUJDBMMZ FYQBOET XIFO ZPV PSEFS B QPJOU
PG DBSF UFTU VTJOH FODPVOUFS QMBOT PS PSEFST TFUT

Exam stage

 $MJDL UIF BEE JDPO 

/PUF :PVS NPTU GSFRVFOUMZ VTFE QJDLT BQQFBS BU UIF UPQ PG UIF MJTU 

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
 %JBHOPTFT BOE PSEFST ZPV TFMFDU BSF BEEFE UP UIF %0 DBSU :PV DBO BMTP BEE
EJBHOPTFT EJSFDUMZ UP UIF 1SPCMFNT TFDUJPO PG UIF DIBSU
 4FMFDU B #JMMJOH DPEF

 $MJDL BO JUFN JO UIF PSEFS UP FYQBOE UIF EFUBJMT

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
  *G B DMJOJDBM QSPWJEFS JT OPU BVUPNBUJDBMMZ TFMFDUFE DMJDL UIF QMVT JDPO BOE
TFBSDI GPS POF
 *G UIF TFMFDUFE DMJOJDBM QSPWJEFS IBT NPSF UIBO POF WFSTJPO PG BO PSEFSFE MBC
ZPV DBO TFMFDU UIF TQFDJGJD PSEFS DPEF UIF QSFGFSSFE POF JT TFMFDUFE BVUP
NBUJDBMMZ CZ EFGBVMU 

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
  $MJDL 7*&8`.03& UP TFF BEEJUJPOBM GJFMET

 *G ZPV TFMFDU 0GGJDF UP DPMMFDU UIF 4QFDJNFO JOIPVTF BEEJUJPOBM GJFMET BQQFBS

 *G ZPV PSEFS B QSPDFEVSF ZPV DBO BTTJHO JU UP FJUIFS B DMJOJDBM QSPWJEFS PS B

QPJOU PG DBSF UFTU UP CF QFSGPSNFE BU BO JOIPVTF MBC

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
 *G ZPV TFMFDU B QPJOU PG DBSF UFTU B UFNQMBUF BQQFBST TP ZPV DBO JNNFEJBUFMZ
BEE SFTVMUT BOE JOUFSQSFUBUJPOT
 "EE OPUFT UP UIF MBC PS JOUFSOBM OPUFT
 $MJDL UIF QSJOU JDPO UP QSJOU B DPQZ PG UIF PSEFS
 $MJDL UP SFNPWF BO JUFN

To apply changes to multiple lab orders

 5P FEJU UXP PS NPSF PSEFST DMJDL &%*5 -"#4  

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
  *G UIFSF BSF NPSF UIBO UXP MBCT DMJDL $)"/(& UP TFMFDU XIJDI MBCT ZPVS
DIBOHFT TIPVME BQQMZ UP

 6ODIFDL UIF CPY FT OFYU UP UIF MBC T ZPV EP OPU XBOU UP DIBOHF
 .BLF UIF FEJUT UIBU ZPV XBOU UP BQQMZ UP NVMUJQMF PSEFST 'PS FYBNQMF ZPV
NJHIU XBOU UP TFOE BMM UIF PSEFST UP UIF TBNF SFDFJWFS $MJDL UIF QMVT JDPO
BOE TFMFDU B DMJOJDBM QSPWJEFS

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
 5JQ $MJDL "EE /FX 1SPWJEFS UP BEE B QSPWJEFS UP UIF DMJOJDBM QSPWJEFS TFMFDUPS

 $MJDL "11-:
/PUF *G ZPV DMJDL PVUTJEF PG UIF PSEFS ZPVSF FEJUJOH XJUIPVU DMJDLJOH "11-: ZPVS
DIBOHFT XJMM CF MPTU

/PUFT

l 5IFSF JT OP WJTVBM JOEJDBUPS OFYU UP QSPWJEFST XIP BDDFQU FMFDUSPOJD QSFTDSJQUJPOT

JO UIF DMJOJDBM QSPWJEFS TFMFDUPS
l BUIFOB/FU TFOET QSFTDSJQUJPOT CZ JOUFSGBDF XIFO BWBJMBCMF

Medication orders
"MFSUT
.FEJDBUJPOT ZPV PSEFS NJHIU EJTQMBZ UIF GPMMPXJOH BMFSUT

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
 l %PTBHF SBOHF DIFDLJOH

l *OBDUJWF JOHSFEJFOU ESVH XBSOJOHT DPOGJSNFE DPOGMJDU QPUFOUJBM DPOGMJDU PS JOTVG

GJDJFOU EBUB CBTFE PO SFTFBSDIFE NFEJDBUJPO JOHSFEJFOU JOGPSNBUJPO GSPN 'JSTU
%BUBCBOL '%#

l "MMFSHZ JOUFSBDUJPO

8FJHIUCBTFE EPTJOH
:PV DBO VTF UIF XFJHIUCBTFE DBMDVMBUPS UP PSEFS NFEJDBUJPOT 5IJT UPPM JT VTFGVM GPS
QFEJBUSJDJBOT PS QSPWJEFST XIP TFF QBUJFOUT VOEFS B DFSUBJO XFJHIU

 *O UIF DBMDVMBUPS FOUFS JOGPSNBUJPO JO UIFTF GJFMET

B %PTF Ȁ 5IF BNPVOU PG NHLH QFS EBZ PS EPTF
C 8FJHIU Ȁ 5IF QBUJFOUT XFJHIU JO LH
D 'SFRVFODZ Ȁ )PX PGUFO UIF QBUJFOU TIPVME UBLF UIF NFEJDBUJPO

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
  #BTFE PO UIF JOGPSNBUJPO JO UIFTF GJFMET UIF UPUBM BNPVOU PG NFEJDBUJPO QFS EBZ
PS QFS EPTF BQQFBST BU UIF CPUUPN PG UIF DBMDVMBUPS

 *G UIF WBMVF JT OPU JO UIF DPSSFDU EPTBHF SBOHF GPS UIF QBUJFOUT XFJHIU B XBSOJOH
BMTP BQQFBST BU UIF CPUUPN
 $MJDL "QQMZ UP TJH UP BEE UIF DBMDVMBUJPO UP UIF "TTFTTNFOU1MBO
/PUF 5IF DBMDVMBUPS SFTFUT PODF DMPTFE

To send instructions to lab receivers for billing

:PV DBO TFOE TQFDJBM JOTUSVDUJPOT UP MBC SFDFJWFST UP CJMM JOEJWJEVBM UFTUT UP UIF QBUJFOU
UIF QBUJFOUT JOTVSBODF PS UIF QSBDUJDF BUIFOB/FU TFUT UIF #JMMJOH 5ZQF GJFME CBTFE PO
QBUJFOU JOGPSNBUJPO )PXFWFS BT ZPV DSFBUF BO PSEFS ZPV DBO PWFSSJEF UIF EFGBVMU
CJMMJOH UZQF

5IJT PQUJPO JT VTFGVM JG B QBUJFOU DIPPTFT UP QBZ GPS B UFTU FWFO JG UIFZ IBWF JOTVSBODF
PS JG B QSBDUJDF IBT TQFDJBM BSSBOHFNFOUT XJUI B MBC SFDFJWFS BT QFSNJUUFE CZ TUBUF
MBX BOE DIPPTFT UP CF CJMMFE EJSFDUMZ GPS B UFTU

*G #JMMJOH 5ZQF BQQFBST GPS B MBC PSEFS UIFTF PQUJPOT BQQFBS

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
 l *OTVSBODF Ȁ 5IJT JT UIF EFGBVMU XIFO B QBUJFOUT SFDPSE JODMVEFT JOTVSBODF BOE
UIBU JOTVSBODF JT VTFE GPS UPEBZT FODPVOUFS
l 1BUJFOU Ȁ 5IJT JT UIF EFGBVMU XIFO B QBUJFOU EPFT OPU IBWF JOTVSBODF PS B
QBUJFOUT JOTVSBODF QBDLBHF JT OPU VTFE GPS UPEBZT FODPVOUFS
l 1SBDUJDF Ȁ BUIFOB/FU OFWFS EFGBVMUT UP CJMMJOH UIF QSBDUJDF

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
athenaCoordinator Core receivers
8IFO BO BUIFOB$MJOJDBMT QSPWJEFS TFOET BO PSEFS UP BO BUIFOB$PPSEJOBUPS $PSF
SFDFJWFS XIP BMTP VTFT BUIFOB$MJOJDBMT BUIFOB/FU FMFDUSPOJDBMMZ USBOTNJUT UIF PSEFS
BOE BQQPJOUNFOU SFRVFTU UP UIF SFDFJWFS 5IF TFOEJOH BUIFOB$MJOJDBMT QSPWJEFS DBO
BMTP DIPPTF UP TFOE B TVNNBSZ PG DBSF SFDPSE UP UIF BUIFOB$PPSEJOBUPS $PSF
SFDFJWFS

5IF BQQPJOUNFOU SFRVFTU BQQFBST JO UIF *OCPY PG UIF SFDFJWJOH QSBDUJDF BOE JODMVEFT
UIF PSJHJOBM PSEFS BOE BOZ DIBSU BUUBDINFOUT TFMFDUFE CZ UIF TFOEFS BT B QEG EPD
VNFOU

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
Flowsheets
1SBDUJDF SPMFT BGGFDUFE
BUIFOB$MJOJDBMT Ȁ $MJOJDBM 1SPWJEFS

'MPXTIFFUT QSPWJEF B DFOUSBMJ[FE QMBDF JO UIF QBUJFOUT DIBSU UP USBDL B WBSJFUZ PG SFM
FWBOU JOGPSNBUJPO UIBU QFSUBJOT UP B QBSUJDVMBS QSPCMFN NBLJOH JU FBTJFS GPS ZPV UP
NBOBHF UIF QBUJFOUT DBSF PWFS UJNF

5IF DIBSU BVUPNBUJDBMMZ EJTQMBZT B GMPXTIFFU GPS B QBUJFOUȃT WJUBMT QSPCMFNT BOE NFE
JDBUJPOT XJUI OP DPOGJHVSBUJPO OFDFTTBSZ &BDI QSPCMFN GMPXTIFFU JODMVEFT BOZ NFE
JDBUJPOT BOE MBC &%* SFTVMUT GPS UIBU QSPCMFN :PV DBO ESBH JO PUIFS NFEJDBUJPOT PUIFS
EJTDSFUF MBC SFTVMUT BOE BOZ WJUBM

l 5P DVTUPNJ[F B GMPXTIFFU
l 5P FEJU WJUBM BOE BOBMZUF WBMVFT JO B GMPXTIFFU
l (MPCBM GMPXTIFFUT
l $PVNBEJO .BOBHFNFOU

l $POHFTUJWF )FBSU 'BJMVSF

l )ZQFSUFOTJPO

l )ZQFSMJQJEFNJB

l %JBCFUFT

l "OFNJB .BOBHFNFOU

l 1BQ 4NFBS

l (SPXUI DIBSUT

To customize a flowsheet
:PV DBO DVTUPNJ[F B GMPXTIFFU CZ ESBHHJOH B QSPCMFN BOE ESPQQJOH JU JOUP UIF GMPX
TIFFU 'PS FYBNQMF ZPV DBO BEE B WJUBM TVDI BT QBJO TDBMF UP B GMPXTIFFU GPS B QSPC
MFN TP UIBU UIF WJUBM BQQFBST BVUPNBUJDBMMZ XIFO ZPV TFMFDU UIBU QSPCMFN JO UIF GVUVSF
SFHBSEMFTT PG UIF QBUJFOU 5IF DVTUPNJ[FE GMPXTIFFU BQQFBST GPS BMM QBUJFOUT FYQFS
JFODJOH UIF FYBDU TBNF QSPCMFN :PV NVTU DVTUPNJ[F B GMPXTIFFU GPS FBDI QSPCMFN

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
'PS FYBNQMF ZPVS DVTUPNJ[FE GMPXTIFFU GPS UIF EJBCFUFT NFMMJUVT QSPCMFN EPFT OPU
DBSSZ PWFS UP UIF GMPXTIFFU GPS UIF EJBCFUFT NFMMJUVT UZQF  QSPCMFN

5JQ *G B QBUJFOU IBT OP EBUB BUIFOB/FU IJEFT UIF FMFNFOU JO UIF GMPXTIFFU 'PS
FYBNQMF ZPV DPVME ESBH UIF XFJHIU WJUBM UP B GMPXTIFFU GPS -BVSB XIP IBT EJBCFUFT
NFMMJUVT *G $ISJTUJOF XIP BMTP IBT EJBCFUFT NFMMJUVT IBT OP XFJHIU SFDPSEFE UIBU WJUBM
EPFT OPU BQQFBS PO $ISJTUJOFT GMPXTIFFU 0ODF UIF ." FOUFST $ISJTUJOFT XFJHIU EVS
JOH *OUBLF UIF XFJHIU WBMVF BQQFBST PO IFS GMPXTIFFU

BUIFOB/FU BVUPNBUJDBMMZ TBWFT ZPVS JOEJWJEVBM WJFX PG B GMPXTIFFU BOE UJFT UIF
DIBOHFT ZPV NBLF UP B GMPXTIFFU UP ZPVS VTFSOBNF TP FBDI QSPWJEFS DBO WJFX B DVT
UPNJ[FE GMPXTIFFU GPS B TQFDJGJD QBUJFOU PS QSPCMFN GPS FYBNQMF ZPV DBO DSFBUF B
GMPXTIFFU GPS BMM QBUJFOUT XJUI BTUINB XIJDI XJMM BQQFBS GPS POMZ ZPVS QBUJFOUT  %VS
JOH BO FODPVOUFS UIF GMPXTIFFU DVTUPNJ[FE CZ UIF SFOEFSJOH QSPWJEFS BQQFBST "OZ
DIBOHFT ZPV NBLF UP GMPXTIFFUT PVUTJEF PG BO FODPVOUFS BSF UJFE UP ZPVS VTFSOBNF

To edit vital and analyte values in a flowsheet

:PV DBO FEJU BOE BEE IJTUPSJDBM WBMVFT UP WJUBMT GMPXTIFFUT JODMVEJOH QFEJBUSJD HSPXUI
EBUB JO UIF QBUJFOU DIBSU FJUIFS EVSJOH PS PVUTJEF PG UIF FODPVOUFS XPSLGMPX :PV DBO
BMTP TFMFDU EJGGFSFOU VOJUT GPS GMPXTIFFU EBUB FOUSZ GPS UIFTF WJUBMT

l )FJHIU
l 8FJHIU
l )FBE DJSDVNGFSFODF
l 5FNQFSBUVSF

 *O B QBUJFOUT DIBSU DMJDL UIF 7JUBMT UBC

 $MJDL UIF GMPXTIFFU JDPO 
5IF GMPXTIFFU EJTQMBZT UIF HSBQI WJFX CZ EFGBVMU
/PUF 'PS QFEJBUSJD QBUJFOUT VOEFS  ZFBST UIF GMPXTIFFU EJTQMBZT UIF HSPXUI
DIBSUT WJFX CZ EFGBVMU

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
  $MJDL 5"#-& UP TXJUDI UP UIF UBCMF WJFX
 $MJDL B DPMVNO IFBEFS UP FEJU

 $MJDL UIF BEE JDPO UP BEE OFX IJTUPSJDBM EBUB

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
  &OUFS UIF EBUF

 6TF UIF NFOVT UP TFMFDU EJGGFSFOU VOJUT GPS IFJHIU XFJHIU IFBE DJSDVNGFSFODF
BOE UFNQFSBUVSF

 &OUFS UIF WJUBMT EBUB

/PUF *G ZPV PQFO B WJUBMT GMPXTIFFU UIBU IBT OP QSFWJPVT EBUB UIF GMPXTIFFU
EFGBVMUT UP UIF UBCMF WJFX BOE EJTQMBZT CMBOL FOUSJFT GPS BMM BWBJMBCMF WJUBMT $MJDL
UIF BEE JDPO BOE BEE EBUB GPS BQQMJDBCMF WJUBMT 0ODF ZPV DMJDL PVUTJEF PG UIF

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
 "EE 'MPXTIFFU 7BMVFT XJOEPX UIF UBCMF WJFX VQEBUFT UP JODMVEF POMZ UIF
BQQMJDBCMF WJUBMT

Global flowsheets
(MPCBM GMPXTIFFUT BSF QSFEFGJOFE UP EJTQMBZ SFMFWBOU WJUBMT SFTVMU BOBMZUFT BOE NFE
JDBUJPOT GPS B QBSUJDVMBS QSPCMFN 5IFZ BMTP IFMQ ZPV USBDL DBSF SFMBUFE UP B QSPCMFN
'PS FYBNQMF ZPV DBO WJFX UIF EBUF PG UIF MBTU GPPU PS FZF FYBN GPS B EJBCFUFT QBUJFOU
5IFTF HMPCBM GMPXTIFFUT BSF BWBJMBCMF

l $PVNBEJO .BOBHFNFOU
l $POHFTUJWF )FBSU 'BJMVSF
l )ZQFSUFOTJPO
l )ZQFSMJQJEFNJB
l %JBCFUFT
l "OFNJB .BOBHFNFOU
l 1BQ 4NFBS

'PS B QSPCMFN TVDI BT EJBCFUFT PS IZQFSUFOTJPO UIF HMPCBM GMPXTIFFU BVUPNBUJDBMMZ

QVMMT EBUB JOUP UIF GMPXTIFFU "OZ QSPCMFNT JG QSFWJPVTMZ BEESFTTFE JO UIF "TTFTTNFOU
BOE 1MBO EJTQMBZ BOZ MBCT PS NFEJDBUJPOT UIBU ZPV QSFWJPVTMZ PSEFSFE 'PS FYBNQMF
JG ZPV PSEFSFE "EWJM GPS B IFBEBDIF UIF GMPXTIFFU BVUPNBUJDBMMZ EJTQMBZT UIF "EWJM
NFEJDBUJPO
To add a global flowsheet
 *O UIF QBUJFOU DIBSU DMJDL UIF 1SPCMFN UBC
 "EE B QSPCMFN XIJDI JT TVQQPSUFE CZ B HMPCBM GMPXTIFFU IZQFSUFOTJPO IZQFS
MJQJEFNJB DPOHFTUJWF IFBSU GBJMVSF PS EJBCFUFT 'PS FYBNQMF BTTPDJBUFE QSPC

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
 MFNT JODMVEF EJBCFUFT NFMMJUVT IZQFSUFOTJWF EJTPSEFS PS IZQFSDIPMFTUFSPMFNJB

 &OUFS UIF 0OTFU EBUF BOE DMJDL "EE

To analyze a global flowsheet

 *O UIF QBUJFOU DIBSU DMJDL UIF 1SPCMFN UBC
 $MJDL UIF GMPXTIFFU JDPO OFYU UP UIF QSPCMFN
5IF IFBEFS WJFX NBZ DPOUBJO RVFTUJPOT UIBU BSF TQFDJGJD UP B QBSUJDVMBS DPO
EJUJPO TVDI BT -BTU &ZF &YBN PO UIF %JBCFUFT GMPXTIFFU
 $MJDL UIF IFBEFS UP FEJU BOZ PG UIFTF RVFTUJPOT

 6QEBUF IFBEFS FMFNFOUT BT ZPV DBSF GPS UIF QBUJFOU 'PS FYBNQMF JG ZPV HJWF B
EJBCFUJD QBUJFOU BO FZF FYBN VQEBUF UIJT JOGPSNBUJPO JO UIF GMPXTIFFU IFBEFS`
5JQ $MJDL PVUTJEF UIF UFYU CPY UP TBWF ZPVS EBUB

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
  *G BWBJMBCMF DMJDL %JBHOPTJT /PUFT UP SFWJFX QSFWJPVT EJBHOPTJT OPUFT

/PUF %JBHOPTJT /PUFT BQQFBS POMZ JG UIFZ FYJTU GPS UIF QSPCMFN`ZPV TFMFDUFE
 6TF UIF SJHIU BOE MFGU BSSPXT UP OBWJHBUF GPSXBSE BOE CBDLXBSE CBTFE PO DISP
OPMPHJDBM PSEFS
 *O UIF UBCMF WJFX DMJDL B DPMVNO IFBEFS UP FEJU BOZ WBMVFT

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
  $MJDL UIF QMVT JDPO UP BEE WBMVFT GPS B EBUF UIBU EPFT OPU BQQFBS

*G ZPV OFFE UP FOUFS NVMUJQMF WBMVFT DMJDL UIF QMVT JDPO OFYU UP UIF JOEJWJEVBM
WBMVF 5IJT NBZ CF VTFGVM GPS FYBNQMF UP EPDVNFOU QBUJFOUSFQPSUFE WBMVFT
TVDI BT CMPPE QSFTTVSF

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
 /PUF :PV DBOOPU FEJU WBMVFT GSPN FODPVOUFST PS MBC SFTVMUT
 :PV DBO BEE PUIFS FMFNFOUT UP UIF QBUJFOUT GMPXTIFFU CZ ESBHHJOH JU GSPN B
DIBSU TFDUJPO BOE ESPQQJOH JU JO UIF GMPXTIFFU

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
Coumadin Management flowsheet
To create a Coumadin Management flowsheet
 *O B QBUJFOUT DIBSU DMJDL UIF .FEJDBUJPOT UBC
 $MJDL UIF QMVT JDPO UP BEE B NFEJDBUJPO
 &OUFS BO BOUJDPBHVMBOU NFEJDBUJPO JF XBSGBSJO 
5IF $PVNBEJO .BOBHFNFOU MJOL BQQFBST BU UIF UPQ PG UIF TFBSDI SFTVMUT

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
  $MJDL $PVNBEJO .BOBHFNFOU UP BEE JU UP UIF UPQ PG UIF .FEJDBUJPOT MJTU

 "MUFSOBUJWFMZ ZPV DBO BEE UIF BOUJDPBHVMBOU NFEJDBUJPO JF XBSGBSJO BOE
BUIFOB/FU BVUPNBUJDBMMZ BEET UIF $PVNBEJO .BOBHFNFOU GMPXTIFFU UP UIF UPQ
PG UIF .FEJDBUJPOT MJTU

To view and edit the Coumadin Management flowsheet

 *O UIF .FEJDBUJPOT MJTU DMJDL $PVNBEJO .BOBHFNFOU
" OFX XJOEPX BQQFBST

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
  &EJU UIF GMPXTIFFU BT ZPV OPSNBMMZ XPVME
 :PV NVTU DMJDL UP TBWF ZPVS DIBOHFT UP UIF GMPXTIFFU
 $MJDL PVUTJEF PG UIF XJOEPX UP DMPTF UIF GMPXTIFFU
 5P SFNPWFE UIF GMPXTIFFU GSPN UIF .FEJDBUJPOT MJTU IPWFS PWFS $PVNBEJO .BO
BHFNFOU BOE DMJDL UIF 9 JDPO 
/PUFT
l 3FNPWJOH UIF SFMFWBOU NFEJDBUJPO GSPN UIF .FEJDBUJPOT MJTU EPFT OPU BVUP

NBUJDBMMZ SFNPWF UIF $PVNBEJO .BOBHFNFOU MJOL

l :PV DBOOPU SFNPWF UIF GMPXTIFFU JG B SFMFWBOU NFEJDBUJPO JT PO UIF .FEJD

BUJPOT MJTU

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
 l *G ZPV SFNPWFE UIF GMPXTIFFU BOE UIFO BEEFE JU BHBJO UP UIF .FEJDBUJPOT
MJTU UIF GMPXTIFFU SFUBJOT BMM UIF QSFWJPVTMZ FOUFSFE EBUB

Congestive Heart Failure flowsheet

5BCMF GJFMET GPS UIF $POHFTUJWF )FBSU 'BJMVSF GMPXTIFFU

#FUB #MPDLFST
"$&"3#
%JVSFUJDT
%JHPYJO
"OUJUISPNCPUJDT
4UBUJOT
%BUF PG MBTU &DIP
%BUF PG UFTU GSFF UFYU
DBSEJPHSBN
&KFDUJPO 'SBDUJPO 1FSDFOUBHF PG CMPPE FKFDUFE GSPN IFBSU XJUI FBDI CFBU GSFF UFYU
%FWJDF UIFSBQZ $PNNFOUT PO EFGJCSJMMBUPST BOE QBDFNBLFST GSFF UFYU

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
 /:)"`$MBTT /FX :PSL )FBSU "TTPDJBUJPO /:)" GVODUJPOBM DMBTTJGJDBUJPO GSFF
UFYU 

l /:)" $MBTT * Ȁ /P TZNQUPNT BOE OP MJNJUBUJPO JO PSEJOBSZ

QIZTJDBM BDUJWJUZ FH TIPSUOFTT PG CSFBUI XIFO XBMLJOH
DMJNCJOH TUBJST FUD 
l /:)" $MBTT ** Ȁ .JME TZNQUPNT NJME TIPSUOFTT PG CSFBUI
BOEPS BOHJOB BOE TMJHIU MJNJUBUJPO JO PSEJOBSZ BDUJWJUZ
l /:)" $MBTT *** Ȁ .BSLFE MJNJUBUJPO JO BDUJWJUZ EVF UP TZNQ
UPNT FWFO EVSJOH MFTTUIBOPSEJOBSZ BDUJWJUZ FH XBMLJOH
TIPSU EJTUBODFT < N>  $PNGPSUBCMF POMZ BU SFTU
l /:)" $MBTT *7 Ȁ 4FWFSF MJNJUBUJPOT &YQFSJFODFT TZNQUPNT
FWFO XIJMF BU SFTU .PTUMZ CFECPVOE QBUJFOUT
#1 #MPPE QSFTTVSF GSPN 7JUBMT TFDUJPO
1VMTF 'SPN 7JUBMT TFDUJPO
8FJHIU 'SPN 7JUBMT TFDUJPO
#.* #PEZ NBTT JOEFY GSPN 7JUBMT TFDUJPO
0 4BU 0YZHFO TBUVSBUJPO GSPN 7JUBMT TFDUJPO
#/1 #SBJO OBUSJVSFUJD QFQUJEF OVNFSJDBM MBC SFTVMU
%JHPYJO -FWFM /VNFSJDBM MBC SFTVMU
4PEJVN /VNFSJDBM MBC SFTVMU
1PUBTTJVN /VNFSJDBM MBC SFTVMU
#6/ #MPPE VSFB OJUSPHFO OVNFSJDBM MBC SFTVMU
$SFBUJOJOF /VNFSJDBM MBC SFTVMU

Hypertension flowsheet
'JFMET GPS )ZQFSUFOTJPO GMPXTIFFU

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
 5BSHFU (PBMT 'SFF UFYU UP SFDPSE QBUJFOU HPBMT GPS CMPPE QSFTTVSF
"MDPIPM *OUBLF 4PDJBM )JTUPSZ RVFTUJPO
4NPLJOH 4UBUVT 4PDJBM )JTUPSZ RVFTUJPO
4NPLJOH Ȁ IPX
4PDJBM )JTUPSZ RVFTUJPO
NVDI
5PCBDDP Ȁ ZFBST
4PDJBM )JTUPSZ RVFTUJPO
PG VTF
5BCMF GJFMET GPS )ZQFSUFOTJPO GMPXTIFFU
"OUJUISPNCPUJDT
"OUJIZQFSUFOTJWFT
#1 #MPPE QSFTTVSF GSPN 7JUBMT TFDUJPO
8FJHIU 7JUBM
#.* #PEZ NBTT JOEFY GSPN 7JUBMT TFDUJPO
8BJTU 8BJTU DJSDVNGFSFODF GSPN 7JUBMT TFDUJPO
/PUF 8BJTU DJSDVNGFSFODF BQQFBST JG ZPV DPOGJHVSF UIJT GJFME PO
UIF $POGJHVSF 7JUBMT QBHF
5PUBM $IPM 5PUBM DIPMFTUFSPM OVNFSJDBM MBC SFTVMU
5SJH 5SJHMZDFSJEFT OVNFSJDBM MBC SFTVMU
-%- -PXEFOTJUZ MJQPQSPUFJO OVNFSJDBM MBC SFTVMU
)%- )JHIEFOTJUZ MJQPQSPUFJO OVNFSJDBM MBC SFTVMU
4PEJVN /VNFSJDBM MBC SFTVMU
1PUBTTJVN /VNFSJDBM MBC SFTVMU
#6/ /VNFSJDBM MBC SFTVMU
$SFBUJOJOF /VNFSJDBM MBC SFTVMU

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
 'BTUJOH (MVDPTF /VNFSJDBM MBC SFTVMU
4FSVN (MVDPTF /VNFSJDBM MBC SFTVMU TUPSFT MBC SFTVMUT XJUI HFOFSJD OBNFT UIBU
EPOU JOEJDBUF GBTUJOH

Hyperlipidemia flowsheet
'JFMET GPS )ZQFSMJQJEFNJB GMPXTIFFU
'BNJMZ )JTUPSZ PG
4PDJBM )JTUPSZ RVFTUJPO
IFBSU EJTFBTF
4NPLJOH 4UBUVT 4PDJBM )JTUPSZ RVFTUJPO
4NPLJOH Ȁ IPX
4PDJBM )JTUPSZ RVFTUJPO
NVDI
5PCBDDP Ȁ ZFBST PG
4PDJBM )JTUPSZ RVFTUJPO
VTF
5BSHFU (PBMT 'SFF UFYU UP SFDPSE QBUJFOU HPBMT GPS DIPMFTUFSPM MFWFMT
5BCMF GJFMET GPS )ZQFSMJQJEFNJB GMPXTIFFU
"OUJIZQFSMJQJEFNJDT
"OUJUISPNCPUJDT
#1 #MPPE QSFTTVSF GSPN 7JUBMT TFDUJPO
8FJHIU 8FJHIU GSPN 7JUBMT TFDUJPO
#.* #PEZ NBTT JOEFY GSPN 7JUBMT TFDUJPO
8BJTU 8BJTU DJSDVNGFSFODF GSPN 7JUBMT TFDUJPO
/PUF 8BJTU DJSDVNGFSFODF BQQFBST JG ZPV DPOGJHVSF UIJT GJFME
PO UIF $POGJHVSF 7JUBMT QBHF
5PUBM $IPM 5PUBM DIPMFTUFSPM OVNFSJDBM MBC SFTVMU
5SJH 5SJHMZDFSJEFT OVNFSJDBM MBC SFTVMU

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
 -%- -PXEFOTJUZ MJQPQSPUFJO OVNFSJDBM MBC SFTVMU
)%- )JHIEFOTJUZ MJQPQSPUFJO OVNFSJDBM MBC SFTVMU
'BTUJOH (MVDPTF /VNFSJDBM MBC SFTVMU
4FSVN (MVDPTF /VNFSJDBM MBC SFTVMU TUPSFT MBC SFTVMUT XJUI HFOFSJD OBNFT
UIBU EPOU JOEJDBUF GBTUJOH
"$ )FNPHMPCJO "$ OVNFSJDBM MBC SFTVMU

Diabetes flowsheet
'JFMET GPS %JBCFUFT GMPXTIFFU
4NPLJOH 4UBUVT BOE 5IJT GJFME JT QPQVMBUFE GSPN HMPCBM 4PDJBM )JTUPSZ RVFTUJPOT
4NPLJOH Ȁ )PX 6QEBUJOH UIF 4PDJBM )JTUPSZ VQEBUFT UIF GMPXTIFFU BOE WJDF
NVDI WFSTB
-BTU &ZF &YBN %BUF PG MBTU FZF FYBN

5BCMF GJFMET GPS %JBCFUFT GMXPTIFFU

8FJHIU 'SPN 7JUBMT TFDUJPO
#.* 'SPN 7JUBMT TFDUJPO
"$ 5IJT GJFME XBT GPSNFSMZ MBCFMFE )(B$
(MZDPIFNPHMPCJO 1PQVMBUFE GSPN MBC SFTVMUT
'BTUJOH (MVDPTF /VNFSJDBM MBC SFTVMU
4FSVN (MVDPTF /VNFSJDBM MBC SFTVMU TUPSFT MBC SFTVMUT XJUI HFOFSJD OBNFT
UIBU EPOU JOEJDBUF GBTUJOH
(MVDPTF 3BOEPN 1PQVMBUFE GSPN MBC SFTVMUT
.JDSPBMC$S 1PQVMBUFE GSPN MBC SFTVMUT
#6/$S 1PQVMBUFE GSPN MBC SFTVMUT

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
 $SFBUJOF 4FSVN 1PQVMBUFE GSPN MBC SFTVMUT
('3 l *G B TFSVN DSFBUJOJOF MBC BOBMZUF WBMVF JT BWBJMBCMF UIF
('3 WBMVF DBMDVMBUFT XIFO UIF GMPXTIFFU MPBET
l *G ZPV FOUFS B TFSVN DSFBUJOJOF WBMVF JO UIF GMPXTIFFU
NBOVBMMZ UIF ('3 DBMDVMBUFT XIFO ZPV DMJDL 4BWF

:PV DBOOPU FEJU UIJT WBMVF

.JDSPBMCVNJO 1PQVMBUFE GSPN MBC SFTVMUT
"OUJUISPNCPUJD -JTU PG BDUJWF BOUJUISPNCPUJD NFEJDBUJPOT
4UBUJO -JTU PG BDUJWF TUBUJO NFEJDBUJPOT
"$&"3# -JTU PG BDUJWF "$&"3#

Anemia Management flowsheet

5BCMF GJFMET GPS "OFNJB .BOBHFNFOU GMPXTIFFU
%BUF 5IF EBUF GPS UIJT FOUSZ
0SEFS &SZUISPQPJFUJO NFEJDBUJPO EPTF JODMVEJOH TJUF BOE BENJOJTUFSFE CZ 'PS
BEEJUJPOBM JOGPSNBUJPO TVDI BT MPU  BOE FYQJSBUJPO EBUF DMJDL UIF NFE
JDBUJPO MJOL UP EJTQMBZ UIF NFEJDBUJPO PSEFS
/PUF .FEJDBUJPO PSEFST OFFE UP CF DSFBUFE UISPVHI UIF FYJTUJOH NFUIPE
PG PSEFSJOH .FEJDBUJPOT BSF OPU FEJUBCMF JO UIF GMPXTIFFU
#1 #MPPE QSFTTVSF SFDPSEFE XIFO UIF WJUBM JT UBLFO GPS UIF QBUJFOU
1VMTF 1VMTF SFDPSEFE XIFO UIF WJUBM JT UBLFO GPS UIF QBUJFOU
)FJHIU )FJHIU SFDPSEFE XIFO UIF WJUBM JT UBLFO GPS UIF QBUJFOU
8FJHIU 8FJHIU SFDPSEFE XIFO UIF WJUBM XBT UBLFO GPS UIF QBUJFOU
)$5 )FNBUPDSJU MBC BOBMZUF WBMVF QVMMFE GSPN BOZ MBC SFTVMUT GPS UIJT MBC BOBMZUF
)(# )FNPHMPCJO MBC BOBMZUF WBMVF QVMMFE GSPN BOZ MBC SFTVMUT GPS UIJT MBC BOBMZUF
$35 $SFBUJOJOF MBC BOBMZUF WBMVF QVMMFE GSPN BOZ MBC SFTVMUT GPS UIJT MBC BOBMZUF

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
Pap Smear flowsheet
)FBEFS GJFMET GPS 1BQ 4NFBS GMPXTIFFU
/VNCFS PG 5IJT GJFME EJTQMBZT JOGPSNBUJPO QSFWJPVTMZ FOUFSFE JO UIF 4PDJBM )JT
TFYVBM QBSUOFST UPSZ TFDUJPO PG UIF )FBMUI )JTUPSZ :PV DBO SFDPSE UIF OVNCFS PG
TFYVBM QBSUOFST BOE FOUFS /PUFT IFSF PS PO UIF )FBMUI )JTUPSZ
4NPLJOH 4UBUVT 5IJT GJFME EJTQMBZT JOGPSNBUJPO QSFWJPVTMZ FOUFSFE JO UIF 4PDJBM )JTUPSZ
ǿ TFDUJPO PG UIF )FBMUI )JTUPSZ:PV DBO TFMFDU UIF TNPLJOH TUBUVT BOE
SFDPSE BOZ /PUFT IFSF PS PO UIF )FBMUI )JTUPSZ
5BCMF GJFMET GPS 1BQ 4NFBS GMPXTIFFU
-BC1SPDFEVSF *G BO JOUFSQSFUBUJPO JT BEEFE UP UIF MBC SFTVMU EPDVNFOU UIJT JOGPSNBUJPO JT
BEEFE UP UIF QBQ TNFBS GMPXTIFFU BVUPNBUJDBMMZ
1MBO :PV DBO BMTP VTF UIF QBQ TNFBS GMPXTIFFU UP EPDVNFOU BOZ GPMMPXVQ
QMBOT CBTFE PO SFTVMUT &OUFS BOZ GPMMPXVQ BDUJPO SFRVJSFE TVDI BT B
TFDPOE QBQ TNFBS PS DFSWJDBM CJPQTZ BGUFS BO BCOPSNBM POF JG BQQSP
QSJBUF
*OUFSWBM &OUFS UIF BNPVOU PG UJNF CFGPSF UIF OFYU BDUJPO BT TQFDJGJFE JO UIF QMBO
/VNCFS PG 5IJT GJFME EJTQMBZT JOGPSNBUJPO QSFWJPVTMZ FOUFSFE JO UIF 4PDJBM )JT
TFYVBM QBSUOFST UPSZ TFDUJPO PG UIF )FBMUI )JTUPSZ :PV DBO SFDPSE UIF OVNCFS PG
TFYVBM QBSUOFST BOE FOUFS /PUFT IFSF PS PO UIF )FBMUI )JTUPSZ
4NPLJOH 4UBUVT 5IJT GJFME EJTQMBZT JOGPSNBUJPO QSFWJPVTMZ FOUFSFE JO UIF 4PDJBM )JTUPSZ
TFDUJPO PG UIF )FBMUI )JTUPSZ :PV DBO TFMFDU UIF TNPLJOH TUBUVT BOE
SFDPSE BOZ /PUFT IFSF PS PO UIF )FBMUI )JTUPSZ

Growth charts
:PV DBO BDDFTT HSPXUI DIBSUT GPS QBUJFOUT VOEFS  ZFBST PME CZ DMJDLJOH UIF WJFX
GMPXTIFFU JDPO JO UIF 7JUBMT TFDUJPO PG UIF DIBSU

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
Workflows
1SBDUJDF SPMFT BGGFDUFE
BUIFOB$MJOJDBMT Ȁ $MJOJDBM 1SPWJEFS

5IJT SFMFBTF OPUF DPWFST

l 'BDFTIFFU BOE QBUJFOU DIBSU

l *OUBLF
l &YBN
l 4JHOPGG
l #JMMJOH

Facesheet and patient chart

0O UIF IPNF QBHF ZPV DBO SFWJFX UPEBZT TDIFEVMF BOE PVUTUBOEJOH PSEFST

 -PH JO UP BUIFOB/FU
:PVS *OCPY BQQFBST JO UIF MFGU QBOFM

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
 5JQ $MJDL UIF QMVT JDPO UP BEE NVMUJQMF VTFST UBTLT UP ZPVS *OCPY
 $MJDL BOZ SPX JO ZPVS *OCPY UP SFWJFX VSHFOU UBTLT PVUTUBOEJOH PSEFST PS DMJO
JDBM EPDVNFOUT
5IFTF JUFNT BQQFBS JO B XPSLMJTU JO UIF MFGU QBOF

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
  $MJDL BO JUFN UP PQFO JU JO UIF DFOUFS QBOF

 $MJDL UIF BDUJPO JDPO UP BEE B OPUF BTTJHO B EPDVNFOU UP BOPUIFS VTFS BOE
NPSF

5IFTF PQUJPOT BSF BWBJMBCMF GPS TPNF EPDVNFOU UZQFT GPS UIF GPMMPXJOH *OCPY

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
 UBTL UZQFT
l 0SEFST39 "VUIT

l -BC*NBHJOH

l $MJOJDBM %PDVNFOUT

l /FFET 'PMMPXVQ

l 1BUJFOU $BTFT

 $MJDL UIF MFGU BSSPX JDPO UP SFUVSO UP ZPVS *OCPY

 :PV DBO BMTP BDDFTT UIF 4JHOPGG %FMFHBUF 4JHO PGG BOE 4VSHFSJFT1SPDFEVSFT
XPSLGMPXT GSPN UIF *OCPY

'PS NPSF JOGPSNBUJPO BCPVU UIFTF XPSLGMPXT QMFBTF TFF 4USFBNMJOFE &ODPVOUFS
"EEJUJPOBM 8PSLGMPXT
 5P WJFX UBTLT BTTJHOFE UP BO VODPOGJHVSFE TFS DMJDL 7JFX UIFN JO ZPVS JOCPY BU
UIF CPUUPN PG ZPVS *OCPY XIFO UIFSF BSF UBTLT BTTJHOFE UP BO VODPOGJHVSFE VTFS
BU ZPVS QSBDUJDF

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
 5P HP CBDL UP ZPVS VTVBM *OCPY WJFX DMJDL UIF CBDL BSSPX 
5JQ 5P BEE UIF 6ODPOGJHVSFE 6TFS SPX UP ZPVS *OCPY WJFX DMJDL UIF BEE JDPO
JO UIF VQQFS SJHIU DPSOFS PG UIF *OCPY 4DSPMM UP UIF CPUUPN PS TFBSDI BOE
TFMFDU 6ODPOGJHVSFE 6TFS

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 
  0ODF ZPV DPNQMFUF ZPVS *OCPY UBTLT SFWJFX UPEBZT TDIFEVMF JO UIF DFOUFS
QBOF
l 5IF DBMFOEBS IFBEJOH EJTQMBZT UIF EBZT PG UIF XFFL BOE EBUFT BT XFMM BT

BSSPX JDPOT UP NPWF B GVMM XFFL GPSXBSE PS CBDLXBSE

l $MJDL UIF QMVT JDPO UP TFMFDU NVMUJQMF QSPWJEFST VQ UP   :PV DBO BMTP
TFBSDI GPS B QSPWJEFS JO UIJT NFOV BOE BEE UIFN UP UIF DBMFOEBS EJTQMBZ
5IF DBMFOEBS EJTQMBZT POMZ QSPWJEFST XJUI BQQPJOUNFOUT PO UIF TFMFDUFE
EBZ

'PS BUIFOB&OUFSQSJTF QSBDUJDFT ZPV DBO WJFX B QSPWJEFST TDIFEVMF JO POMZ

UIF EFQBSUNFOU ZPV BSF MPHHFE JO UP *G B QSPWJEFS EPFTOU IBWF BQQPJOU
NFOUT PO UIF TFMFDUFE EBZ UIF QSPWJEFS EPFTOU BQQFBS JO UIF NFOV

5IF TFMFDUFE QSPWJEFST TDIFEVMF BQQFBST JO DISPOPMPHJDBM PSEFS XJUI

UIFJS OBNF MJTUFE BCPWF UIFJS BQQPJOUNFOUT GPS UIF EBZ

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 "QQPJOUNFOU UZQF BOE FODPVOUFS SFBTPOT JG BWBJMBCMF BMTP BQQFBS GPS
FBDI QBUJFOU
/PUF *G UIFSF BSF VOTJHOFE PSEFST UIF QMVT JDPO BQQFBST OFYU UP UIF
BQQPJOUNFOU

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

  $MJDL B QBUJFOU OBNF UP WJFX UIF 'BDFTIFFU

3FWJFX CBTJD QBUJFOU EFNPHSBQIJD JOGPSNBUJPO BOE B SFBEPOMZ WJFX PG

l

BMMFSHJFT QSPCMFNT BOE NFEJDBUJPOT PO UIF MFGU

l 3FWJFX MBTU WJTJU JOGPSNBUJPO BOE SFDFOU BDUJWJUZ JO UIF SJHIU QBOF :PV DBO

BDDFTT PQFO BOE DMPTFE FODPVOUFST JO UIFTF TFDUJPOT

l 3FWJFX DIBSU BMFSUT CFMPX UIF QBUJFOU CBOOFS
l 4FBSDI GPS EPDVNFOUT BTTPDJBUFE XJUI UIF QBUJFOU 'PS EFUBJMFE JOGPSN
BUJPO BCPVU UIF %PDVNFOU 4FBSDI GFBUVSF QMFBTF TFF 4USFBNMJOFE
&ODPVOUFS "EEJUJPOBM 8PSLGMPXT
 $MJDL FBDI DIBSU UBC JO UIF WFSUJDBM OBWJHBUJPO CBS PO UIF MFGU UP FYQBOE UIF TFD
UJPO $MJDL BO JUFN UP FEJU JU

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 5JQ :PV DBO TPSU QSPCMFNT JO UIF EFGBVMU WJFX PS ESBH QSPCMFNT UP DVTUPNJ[F UIF
TPSU PSEFS

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 8IFO ZPV DMJDL B TFDUJPO PG UIF DIBSU UP SFWJFX JU 3FWJFXFE BQQFBST BU UIF CPU
UPN 5IF SFWJFXFE OPUF BMTP BQQFBST JO UIF 4VNNBSZ FODPVOUFS TFDUJPO

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 :PV DBO BMTP DMJDL )*4503*$"- UP WJFX IJTUPSJDBM QSPCMFNT PS DMJDL UIF GMPX
TIFFU JDPO UP WJFX UIF GMPXTIFFU BOE SFMBUFE EJBHOPTJT OPUFT
 $MJDL UIF .FEJDBUJPOT UBC UP SFWJFX BMFSUT PS GBNJMJBSJ[F ZPVSTFMG XJUI UIF
QBUJFOUT DVSSFOU NFEJDBUJPO MJTU

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 $MJDL UIF 3FTVMUT UBC UP SFWJFX BOZ MBC SFTVMUT ZPV OFFE UP EJTDVTT XJUI UIF
QBUJFOU XIFO ZPV CFHJO UIF &YBN TUBHF

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 $MJDL UIF SFTVMU TUBUVT UP FYQBOE UIF EFUBJMT

:PV DBO BMTP DMJDL UIF GMPXTIFFU JDPO UP WJFX NPSF MBC EFUBJMT PO UIF SJHIU
$MJDL UIF MFGU BSSPX JDPO UP DPMMBQTF UIF EFUBJMFE WJFX
 $MJDL *."(*/( 3&46-54
l 3FTVMUT BSF MJTUFE XJUI GPVS QBSUT`UFTU OBNF EBUF UFYU BOE JNBHF PS BUUBDI

NFOU JOEJDBUPS
l 5IF GJSTU BWBJMBCMF PG UIF GPMMPXJOH GJFMET BQQFBST *OUFSQSFUBUJPO `*OUFSOBM

/PUFT 3FTVMUT UFYU

l *NBHF BWBJMBCMF BQQFBST XIFO B MJOLFE JNBHF JT BWBJMBCMF

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 l "UUBDINFOU BWBJMBCMF BQQFBST XIFO UIF SFTVMU IBT BO BUUBDINFOU XIJDI
JT OPU DBUFHPSJ[FE TVDI BT B GBY JNBHF JOUFHSBUFE EFWJDF JNBHF PS
VQMPBEFE GJMF
$MJDL UIF WJFX NPSF JDPO
l UP WJFX UIF SFTVMU EFUBJMT
 :PV DBO SFWJFX WBDDJOFT WJUBMT QBTU WJTJUT BOE DBTFT B QBUJFOUT IJTUPSZ PS RVBM
JUZ NFBTVSFT
l 7JTJUT Ȁ :PV DBO BDDFTT PQFO BOE DMPTFE FODPVOUFST JO UIF 7JTJUT TFDUJPO PG

UIF DIBSU
l )JTUPSZ Ȁ :PV DBO BEE TVSHJDBM IJTUPSZ RVFTUJPOT BOE NBOBHF QBTU NFE

JDBM IJTUPSZ RVFTUJPOT

l 2VBMJUZ Ȁ 2VBMJUZ BOE .6`NFBTVSFT UIBU OFFE BUUFOUJPO BSF JOEJDBUFE CZ

UIF PSBOHF WFSUJDBM CBS 5IF SFMFWBOU GJFMET BSF IJHIMJHIUFE UP SFNJOE ZPV UP
DPNQMFUF UIF BDUJPOT SFRVJSFE UP GVMGJMM UIF NFBTVSFT

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 /PUF 5IF BMFSUT EJTBQQFBS XIFO ZPV UBLF UIF OFDFTTBSZ BDUJPOT JOEJD
BUJOH ZPV IBWF TBUJTGJFE UIF NFBTVSF

'PS NPSF EFUBJMFE JOGPSNBUJPO BCPVU DIBSU TFDUJPOT QMFBTF TFF 4USFBN
MJOFE &ODPVOUFS $IBSU 4FDUJPOT 0WFSWJFX
 8IFO ZPVSF EPOF WJFXJOH UIF 'BDFTIFFU DMJDL 

5JQ :PV DBO BDDFTT LFZ QBUJFOU BDUJPOT WJB UIF "DUJPOT NFOV XIJDI BQQFBST JO
UIF VQQFS SJHIU DPSOFS PG UIF QBHF .FOV PQUJPOT JODMVEF

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 l 2VJDLWJFX Ȁ 0QFOT UIF QBUJFOUT 2VJDLWJFX
l $SFBUF 1BUJFOU $BTF Ȁ 0QFOT UIF OFX QBUJFOU DBTF XPSLGMPX
l $SFBUF 0SEFS (SPVQ Ȁ 0QFOT UIF OFX PSEFS HSPVQ XPSLGMPX
l 1SJOUJOH Ȁ 4FMFDU GPSNT PS DIBSU TFDUJPOT UP QSJOU
l "EE %PDVNFOU Ȁ 0QFOT UIF BEE EPDVNFOU XPSLGMPX
l $IBSU &YQPSU Ȁ 0QFOT UIF DIBSU FYQPSU XPSLGMPX
l 5IJSE QBSUZ BQQMJDBUJPOT Ȁ "QQMJDBCMF POMZ GPS QSBDUJDFT XJUI BDDFTT UP UIJSE
QBSUZ BQQMJDBUJPOT UIBU MBVODI PVUTJEF PG BUIFOB/FU
l "VEJU )JTUPSZ Ȁ %JTQMBZT BVEJU IJTUPSZ JOGPSNBUJPO

'PS NPSF JOGPSNBUJPO BCPVU UIF XPSLGMPXT BWBJMBCMF WJB UIF "DUJPOT NFOV QMFBTF TFF
4USFBNMJOFE &ODPVOUFS "EEJUJPOBM 8PSLGMPXT

Intake
5JQ :PV DBO NBOVBMMZ VQEBUF UIF 1BUJFOU TUBUVT BOE 1BUJFOU MPDBUJPO JO UIF *OUBLF PS
&YBN TUBHF PG UIF FODPVOUFS

 $MJDL FBDI TFDUJPO JO UIF DIFDLMJTU UP FEJU TUBSUJOH XJUI BEEJOH UIF SFBTPO GPS UIF
WJTJU

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 B $MJDL UIF BEE JDPO UP TFMFDU B SFBTPO GPS WJTJU
:PVS NPTU GSFRVFOUMZ VTFE SFBTPOT JODMVEJOH VQ UP GPVS GPMMPXVQ SFBTPOT
BQQFBS BU UIF UPQ :PV DBO TFBSDI BMM SFBTPOT
C 4FMFDU POF PS NPSF SFBTPOT GSPN UIF MJTU
5IF TFMFDUPS SFNBJOT PQFO TP ZPV DBO TFMFDU NVMUJQMF SFBTPOT *G UIF TFMFD
UFE SFBTPO T BSF UJFE UP FODPVOUFS QMBOT UIF DPOUFOU TUBSUT MPBEJOH JO UIF

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 SFMFWBOU TFDUJPOT

D $MJDL PVUTJEF PG UIF TFMFDUPS UP DMPTF JU

5IF TFMFDUFE SFBTPOT BQQFBS JO UIF 3FBTPO GPS 7JTJU TFDUJPO
E 5P BEE NPSF JOGPSNBUJPO BCPVU XIZ UIF QBUJFOU JT IFSF UPEBZ DMJDL UIF
"EE OPUF JDPO 
F $MJDL 
 $MJDL 
5IF OFYU TFDUJPO BQQFBST JO UIF DFOUFS QBOF "T ZPV DPNQMFUF B TFDUJPO UIF
DIFDL NBSL JDPO EBSLFOT JO UIF DIFDLMJTU

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 5JQ :PV EPOU IBWF UP HP UISPVHI FBDI SPX JO TFRVFODF CVU JG ZPV TLJQ B TFD
UJPO UIF DIFDL NBSL XJMM OPU CF IJHIMJHIUFE
 "T ZPV XPSL UISPVHI UIF QBUJFOU DIBSU ZPV DBO BEE OPUFT UP JUFNT BOE TFDUJPOT
XIFO EPDVNFOUJOH B QBUJFOUT IFBMUI TUBUVT BOE IJTUPSZ 'PS NPSF JOGPSNBUJPO
BCPVU BEEJOH OPUFT QMFBTF TFF 4USFBNMJOFE &ODPVOUFS %PDVNFOUJOH BO
&ODPVOUFS
 7JUBMT Ȁ )FJHIU WBMVFT SFDPSEFE JO UIF QBTU ZFBS BVUPQPQVMBUF JO UIF 7JUBMT TFD
UJPO GPS QBUJFOUT PWFS  ZFBST PME 'PS QBUJFOUT VOEFS  IFJHIU WBMVFT SFDPS
EFE JO UIF QBTU  NPOUIT BVUPQPQVMBUF :PV DBO BEE WJUBMT NFBTVSFNFOUT
OPUFT XIJDI DBO CF VTFGVM GPS EPDVNFOUJOH GBDUPST UIBU JOGMVFODF NFBTVSJOH BOZ
PG UIF QBUJFOUT WJUBMT TVDI BT B XIFFMDIBJS QSFWFOUJOH XFJHIJOH B QBUJFOU PS B
DIJME XIP JT DSZJOH PS VQTFU 'PS NPSF JOGPSNBUJPO QMFBTF TFF 4USFBNMJOFE
&ODPVOUFS $IBSU 4FDUJPOT 0WFSWJFX

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

  .FEJDBUJPOT Ȁ $MJDL UIF BEE UP %0 JDPO UP BEE B QSFWJPVTMZ PSEFSFE NFE
JDBUJPO UP UIF %JBHOPTFT  0SEFST DBSU GPS UPEBZT WJTJU

 1SPCMFNT Ȁ "EE BOE VQEBUF QSPCMFNT BOE JOEJWJEVBM QSPCMFN OPUFT WJFX CPUI
BDUJWF BOE IJTUPSJDBM QSPCMFNT NPWF BDUJWF QSPCMFNT UP UIF IJTUPSJDBM MJTU PS
SFBDUJWBUF IJTUPSJDBM QSPCMFNT

/PUF BUIFOB/FU BVUPNBUJDBMMZ TBWFT ZPVS JOEJWJEVBM WJFX PG B QBUJFOUT

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 QSPCMFN MJTU TP BOZ TPSUJOH PS DVTUPNJ[BUJPOT ZPV NBLF BQQMZ POMZ UP ZPVS WJFX
BOE OPU UP PUIFS QSBDUJDF VTFST WJFXT PG UIF MJTU %VSJOH BO FODPVOUFS UIF QSPC
MFN MJTU DVTUPNJ[FE CZ UIF SFOEFSJOH QSPWJEFS BQQFBST "OZ DIBOHFT ZPV NBLF
UP UIF QSPCMFN MJTU PVUTJEF PG BO FODPVOUFS BSF UJFE UP ZPVS VTFSOBNF
 *G ZPVS QSBDUJDF VTFT TDSFFOJOH RVFTUJPOOBJSFT DMJDL UIF 4DSFFOJOH TFDUJPO JO UIF
DIFDLMJTU :PV DBO VTF TDSFFOJOH RVFTUJPOOBJSFT UP BTTFTT SJTL GPS PS TFWFSJUZ PG
DFSUBJO EJTPSEFST PS DPOEJUJPOT TVDI BT BVUJTN BOE EFQSFTTJPO 5IFTF RVFT
UJPOOBJSFT QSPEVDF B TDPSF BOE UIFZ PGUFO JODMVEF HVJEFMJOFT BOE QSPQPTFE
USFBUNFOU BDUJPOT ZPV DBO VTF UP EFUFSNJOF OFYU TUFQT GPS UIF QBUJFOU
B $IFDL UIF CPY OFYU UP UIF TDSFFOJOH RVFTUJPOOBJSF UP BENJOJTUFS
5IF RVFTUJPOOBJSF BQQFBST

C &OUFS UIF QBUJFOUT SFTQPOTFT JO UIF GPSN

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 D $MJDL 4DPSF
5IF TDPSF BOE BOZ BTTPDJBUFE HVJEFMJOFT BQQFBS CFMPX
E $MJDL 
 8IFO ZPV IBWF DPNQMFUFE UIF DIFDLMJTU DMJDL 
5IF *OCPY BQQFBST
/PUF *G ZPV IBWF OPU DPNQMFUFE BMM UIF SFRVJSFNFOUT JO UIF DIFDLMJTU BOE ZPV
DMJDL UIF GJSTU TFDUJPO XJUI SFNBJOJOH UBTLT BQQFBST 5P PQU
PVU PG UIFTF UBTLT TFMFDU *HOPSF UIFTF BMFSUT BOE DPOUJOVF JO UIF NFOV OFYU UP
UIF CVUUPO

3FNJOEFS 'PS NPSF EFUBJMFE JOGPSNBUJPO BCPVU UIF QBUJFOU DIBSU QMFBTF TFF 4USFBN
MJOFE &ODPVOUFS $IBSU 4FDUJPOT 0WFSWJFX

Exam
5JQT

l 5P EJTQMBZ B EJGGFSFOU TFDUJPO PG UIF FYBN VTF UIF FODPVOUFS TUFQT BU UIF UPQ PG
UIF QBHF BU BOZ UJNF EVSJOH UIF FODPVOUFS

l :PV DBO NBOVBMMZ VQEBUF UIF 1BUJFOU 4UBUVT BOE 1BUJFOU -PDBUJPO JO UIF 3FWJFX
TFDUJPO PG UIF FYBN

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 l 5IF QBUJFOU CBOOFS TIPXT ZPV XIFSF ZPV BSF JO UIF 4UBHF 1BUJFOU 7JTJU

Multi-user conflicts
:PV DBO TFF XIFO PUIFS VTFST NBEF SFDFOU FEJUT UP BO FODPVOUFS WJB UIF NVMUJVTFS
JOEJDBUPS XIJDI BQQFBST OFYU UP UIF FODPVOUFS JOGPSNBUJPO BU UIF UPQ PG UIF QBHF
*G BGUFS PQFOJOH BO FODPVOUFS BOPUIFS VTFS NBLFT FEJUT UP UIBU FODPVOUFS UIF NVMUJ
VTFS JOEJDBUPS UVSOT CMVF BOE BO BMFSU BQQFBST XIFO ZPV IPWFS ZPVS NPVTF PWFS
JU

8JUIJO UIF BMFSU ZPV DBO SFGSFTI UIF QBHF UP MPBE UIF NPTU DVSSFOU EBUB *G OP PUIFS
VTFST IBWF NBEF SFDFOU FEJUT UIF NVMUJVTFS JOEJDBUPS JT HSBZFE PVU
Exam workflow
 $MJDL B QBUJFOU JO UIF TDIFEVMF
5IF QBUJFOUT 'BDFTIFFU BQQFBST
/PUF 5IJT VQEBUFE 'BDFTIFFU SFUBJOT BMM UIF TBNF DPNQPOFOUT BT UIF *OUBLF TFD
UJPO CVU BMTP JODMVEFT BO JOUBLF TVNNBSZ UIBU EFTDSJCFT UIF SFBTPO GPS UIF WJTJU
WJUBMT BOE JOGPSNBUJPO BCPVU IPX UIF WJUBMT UBLFO UPEBZ SFMBUF UP UIF QBUJFOUȃT
WJUBMT EVSJOH SFDFOU WJTJUT

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

  $MJDL 
5IF QSPCMFN MJTU BQQFBST PO UIF MFGU CZ EFGBVMU UP CFHJO UIF SFWJFX QPSUJPO PG UIF
FYBN
/PUF 'PS GPMMPXVQ WJTJUT PS JG ZPV PS BO ." PSEFSFE B QSFWJPVTMZ UBLFO NFE

JDBUJPO EVSJOH JOUBLF UIF BEE UP %0 JDPO JT IJHIMJHIUFE

 $MJDL UIF QMVT JDPO BOE CFHJO UZQJOH UP BEE B OFX QSPCMFN BOE UIFO TFMFDU
UIF QSPCMFN JO UIF MJTU UIBU BQQFBST

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

  :PV DBO BMTP BEE BO JOEJWJEVBM 1SPCMFN OPUF

 $MJDL UIF BEE UP %0 JDPO UP BEE B QSPCMFN EJSFDUMZ UP UIF "TTFTTNFOU 
1MBO

/PUF BUIFOB/FU BVUPNBUJDBMMZ TBWFT ZPVS JOEJWJEVBM WJFX PG B QBUJFOUT QSPC

MFN MJTU TP BOZ TPSUJOH PS DVTUPNJ[BUJPOT ZPV NBLF BQQMZ POMZ UP ZPVS WJFX BOE

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 OPU UP PUIFS QSBDUJDF VTFST WJFXT PG UIF MJTU %VSJOH BO FODPVOUFS UIF QSPCMFN MJTU
DVTUPNJ[FE CZ UIF SFOEFSJOH QSPWJEFS BQQFBST "OZ DIBOHFT ZPV NBLF UP UIF
QSPCMFN MJTU PVUTJEF PG BO FODPVOUFS BSF UJFE UP ZPVS VTFSOBNF
 $MJDL UIF .FEJDBUJPOT UBC PG UIF DIBSU PO UIF MFGU UP SFWJFX BOE PSEFS NFE
JDBUJPOT BT OFDFTTBSZ
5JQ GPS MPXSFTPMVUJPO NPOJUPST 5P WJFX UIF EJBHOPTFT PS PSEFST BU BOZ UJNF EVS
JOH UIF FODPVOUFS DMJDL UIF %0 UBC UP PQFO UIF %JBHOPTFT  0SEFST DBSU

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 $MJDL UIF EPVCMF BSSPXT UBC UP DMPTF UIF %0 DBSU

 3FWJFX UIF QBUJFOUT WJUBMT JOPGGJDF SFTVMUT BOE TPDJBM IJTUPSZ VQEBUFT BT ZPV OPS
NBMMZ XPVME CZ DMJDLJOH UISPVHI UIF DIBSU TFDUJPOT JO UIF OBWJHBUJPO CBS PO UIF
MFGU $MJDL UIF GMPXTIFFU JDPO UP EJTQMBZ B HSBQI PG UIF QBUJFOUT WJUBMT PWFS
UJNF

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 'PS NPSF JOGPSNBUJPO BCPVU GMPXTIFFUT QMFBTF TFF 4USFBNMJOFE &ODPVOUFS 'MPX
TIFFUT
 $MJDL 
5IF )JTUPSZ PG 1SFTFOU *MMOFTT TFDUJPO BQQFBST JO UIF DFOUFS QBOF
 :PV DBO OPX DPNQMFUF ZPVS UFNQMBUFT QPSUJPO PG UIF FYBN CZ DMJDLJOH
UP HP GSPN )1* UP 304`UP 1& PS CZ DMJDLJOH UIF FODPVOUFS TUFQ BU
UIF UPQ PG UIF QBHF

/PUF`5IF TUFQT CFMPX BQQMZ UP BMM UFNQMBUFT

 $MJDL UIF QMVT JDPO UP TFBSDI GPS TBWFE GJOEJOHT PS QSFWJPVT FODPVOUFS UFN
QMBUFT " MJTU PG ZPVS DPNNPOMZ VTFE UFNQMBUFT BOE TBWFE GJOEJOHT GPS UIJT UZQF PG

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 FODPVOUFS BOE QBUJFOU IJTUPSZ BQQFBST

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 $MJDL BO JUFN JO B UFNQMBUF UP FYQBOE UIF TFDUJPO

 .BLF ZPVS TFMFDUJPOT BT ZPV OPSNBMMZ XPVME 5IF TUBUVT PG GJOEJOHT BSF EJG
GFSFOUJBUFE CZ DPMPS
l /PSNBM Ȁ (SFFO

l /FVUSBM Ȁ #MVF

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 l "COPSNBM Ȁ 3FE

 $MJDL /PSNBM UP TFU UIF TUBUVT UP /PSNBM PS DMJDL $MFBS UP SFTFU B TUBUVT

5JQ :PV DBO DMJDL UIF "MM /PSNBM PS $MFBS MJOLT BU UIF QBSBHSBQI PS TFOUFODF
MFWFM JO UIF )1* BOE 304 TUFQT UP SFTFU BMM JUFNT UP /PSNBM TUBUVT PS DMFBS BMM

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 JUFNT JO UIF FYBN UFNQMBUFT

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 "EE GJOEJOHMFWFM OPUFT GPS OPSNBM OFVUSBM BOE BCOPSNBM GJOEJOHT

"COPSNBM GJOEJOHT BQQFBS JO CPME JO UIF TVNNBSZ WJFX

 $MJDL UIF TBWF B UFNQMBUF JDPO UP BEE B UFNQMBUF BOE DMJDL 4BWF

5JQ :PV DBO BEE TBWFE UFNQMBUFT JO UIF )1* 304 BOE 1& TFDUJPOT

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 5P BEE QSPDFEVSF EPDVNFOUBUJPO DMJDL UIF QMVT JDPO 
" MJTU PG QSPDFEVSF UFNQMBUFT BOE BOZ QSFWJPVT UFNQMBUFT GPS UIJT QBUJFOU
BQQFBST XJUI ZPVS DPNNPOMZ VTFE UFNQMBUFT BU UIF UPQ 5IF MJTU PG BWBJMBCMF UFN
QMBUFT JT GJMUFSFE CZ BHF HFOEFS BOE TQFDJBMUZ JG ZPV IBWF UIF .VMUJTQFDJBMUZ
1SBDUJDF GFBUVSF FOBCMFE 'PS NPSF JOGPSNBUJPO QMFBTF TFF 4USFBNMJOFE
&ODPVOUFS %PDVNFOUJOH BO &ODPVOUFS
 4FMFDU B HMPCBM QSPDFEVSF UFNQMBUF BOE DPNQMFUF JU (MPCBM QSPDFEVSF UFN
QMBUFT BQQFBS JO UIF GVMM FODPVOUFS TVNNBSZ BOE PO UIF 7JTJUT UBC JO UIF DIBSU
/PUF *G UIF HMPCBM QSPDFEVSF UFNQMBUF IBT CFFO NBQQFE UP B QSPDFEVSF DPEF
UIF #JMMJOH UBC JT QSFQPQVMBUFE XJUI UIF QSPDFEVSF BOE DPEF T  'PS NPSF JOGPSN
BUJPO QMFBTF TFF 4USFBNMJOFE &ODPVOUFS %PDVNFOUJOH BO &ODPVOUFS
 8IFO ZPVSF GJOJTIFE BEEJOH QSPDFEVSF EPDVNFOUBUJPO DMJDL 
5IF "TTFTTNFOU  1MBO TFDUJPO BQQFBST JO UIF DFOUFS QBOF
/PUF *UFNT UIBU OFFE BUUFOUJPO BSF IJHIMJHIUFE XJUI BO PSBOHF CBS

 "EE EJBHOPTFT BOE PSEFST :PVS NPTU GSFRVFOUMZ VTFE QJDLT BQQFBS BU UIF UPQ PG
UIF MJTU

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 %JBHOPTFT BOE PSEFST ZPV TFMFDU BSF BEEFE UP UIF %0 DBSU :PV DBO BMTP BEE
EJBHOPTFT EJSFDUMZ UP UIF 1SPCMFNT TFDUJPO PG UIF DIBSU
 :PV DBO BTTJHO B QSPDFEVSF UP FJUIFS B DMJOJDBM QSPWJEFS PS B QPJOU PG DBSF UFTU UP
CF QFSGPSNFE BU BO JOIPVTF MBC

*G ZPV TFMFDU B QPJOU PG DBSF UFTU B UFNQMBUF BQQFBST TP ZPV DBO JNNFEJBUFMZ
BEE SFTVMUT BOE JOUFSQSFUBUJPOT
 $MJDL UP SFNPWF BO JUFN
5JQ :PV DBO ESBH BOE ESPQ B TFDUJPO UP SFPSEFS UIF "TTFTTNFOU  1MBO

'PS NPSF JOGPSNBUJPO BCPVU DSFBUJOH PSEFST JO UIF "TTFTTNFOU  1MBO QMFBTF
TFF 4USFBNMJOFE &ODPVOUFS $SFBUF 0SEFST JO UIF "TTFTTNFOU BOE 1MBO

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 8IFO ZPVSF SFBEZ UP TJHO ZPVS PSEFST DIFDL UIBU UIF 4JHO 0SEFST CVUUPO EPFT
OPU IBWF BO PSBOHF WFSUJDBM CBS  *G JU EPFT HP CBDL BOE BEESFTT
BOZ JUFNT UIBU SFRVJSF BUUFOUJPO
 $MJDL 
*G UIFSF JT BO BMFSU JO B NFEJDBUJPO PSEFS TVDI BT BO BMMFSHZ DPOGMJDU B NFTTBHF
BTLT ZPV UP DPOGJSN UIBU ZPV XBOU UP TJHO UIF PSEFS
/PUF 5IJT NFTTBHF BQQFBST JG UIFSF BSF DPOGMJDUT BOE XIFOFWFS ZPV TJHO PSEFST

 $MJDL 
5IF 4VNNBSZ WJFX BQQFBST JO UIF DFOUFS QBOF GPS UIF 4JHOPGG TUBHF

*NQPSUBOU *G ZPVSF XPSLJOH JO UIF )1* 304 PS 1& TFDUJPO BOE BOPUIFS QSBDUJDF VTFS
FEJUT UIF TBNF TFDUJPO PS GJFME BU UIF TBNF UJNF BT ZPV ZPV DBO DIPPTF XIJDI VTFST
DIBOHFT UP TBWF " XJOEPX XJUI CPUI VTFSTȃ DIBOHFT BQQFBST GPS UIF TFDPOE VTFS
XIP BUUFNQUFE UP TBWF DIBOHFT

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

5IF TFDPOE VTFS DBO LFFQ UIFJS FEJUT PS DIPPTF UIF PUIFS VTFSȃT FEJUT BUIFOB/FU TBWFT
UIF TFMFDUFE DIBOHFT BOE UIF XJOEPX SFGSFTIFT XJUI UIF VQEBUFE JOGPSNBUJPO

/PUF`5IJT FOIBODFE SFTPMVUJPO XPSLGMPX BQQMJFT POMZ UP UIF )1* 304 BOE 1& TFD
UJPOT 'PS PUIFS TFDUJPOT POF PG UIFTF XBSOJOHT BQQFBST

l :PVS FEJU XBT OPU TBWFE "`DPODVSSFOU FEJU XBT NBEF UP UIJT <BMMFSHZ> CZ
BOPUIFS VTFS :PVS DIBOHFT BSF CFJOH PWFSXSJUUFO
/PUF *G ZPV DMJDL 0, UP DMPTF UIF XBSOJOH TPNF TFDUJPOT EJTQMBZ UIF VTFSOBNF
PG UIF QSBDUJDF VTFS PWFSXSJUJOH ZPVS FEJUT
l 5IF <$#$> DBOOPU CF TBWFE %JBHOPTJT BOE 0SEFST TFDUJPOT

Sign-off
 $MJDL 'VMM &ODPVOUFS 4VNNBSZ UP WJFX NPSF EFUBJMT
5IF GPMMPXJOH TFDUJPOT EP OPU BQQFBS JO UIF GVMM FODPVOUFS TVNNBSZ JG OP

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 JOGPSNBUJPO JT SFDPSEFE
l )JTUPSZ PG 1SFTFOU *MMOFTT

l 7JUBMT

l 7BDDJOFT

l 3FTVMUT*OUFSQSFUBUJPOT

l 1SPDFEVSF %PDVNFOUBUJPO

l 4DSFFOJOH

l 'BNJMZ )JTUPSZ

l 4VSHJDBM )JTUPSZ

l 1BTU .FEJDBM )JTUPSZ

l #JSUI )JTUPSZ

l 1SFOBUBM )JTUPSZ

l (ZO`)JTUPSZ

l 0CTUFUSJDT )JTUPSZ

l 2VBMJUZ .BOBHFNFOU

l 1BUJFOUT $BSF 5FBN

l 1BUJFOUT 1IBSNBDJFT

/PUF "OZ TFDUJPOT UIBU IBWF OP JOGPSNBUJPO SFDPSEFE CVU BSF OPU
JODMVEFE JO UIJT MJTU DPOUJOVF UP BQQFBS JO ZPVS GVMM FODPVOUFS TVNNBSJFT
XJUI UIF UFYU /POF 3FDPSEFE
 *O UIF -FUUFST TFDUJPO CFMPX UIF TVNNBSZ IPWFS PWFS BO JUFN BOE DMJDL 7*&8 UP
TFF MFUUFST BOE QBUJFOU DBSF TVNNBSJFT
 *G ZPV XBOU UP BTTJHO BO FODPVOUFS UP BOPUIFS QSPWJEFS JO 3&7*&8 TUBUVT ZPV
DBO TFBSDI GPS UIF QSPWJEFS JOTUFBE PG TFMFDUJOH B QSPWJEFS GSPN B QPQVMBUFE
ESPQEPXO NFOV

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 B *O UIF 4VNNBSZ TFDUJPO DIFDL UIF .PWF UP SFWJFX BTTJHOFE UP CPY
C $MJDL UIF QMVT JDPO UP TFBSDI GPS B QSPWJEFS

D 4UBSU UZQJOH BU MFBTU UXP MFUUFST UP TFBSDI GPS BOE TFMFDU UIF QSPWJEFS
E $MJDL PVUTJEF UIF CPY UP TBWF UIF TFMFDUFE QSPWJEFS
 8IFO ZPV IBWF DPNQMFUFE UIF FYBN DMJDL UP TBWF BOE DMPTF UIF
FODPVOUFS "MUFSOBUJWFMZ ZPV DBO TFMFDU 3FBEZ GPS $IFDLPVU UP OPUJGZ GSPOUEFTL
TUBGG UIF QBUJFOU JT SFBEZ GPS DIFDLPVU CVU LFFQ UIF FODPVOUFS PQFO GPS BEEJUJPOBM
EPDVNFOUBUJPO

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 /PUF *G ZPV OFFE UP BNFOE UIF FODPVOUFS QMFBTF TFF 4USFBNMJOFE &ODPVOUFS
"EEJUJPOBM 8PSLGMPXT

Billing
5IF CJMMJOH XPSLGMPX CFHJOT BU UIF DMPTF PG BO FODPVOUFS

'PS BUIFOBIFBMUIT CFTU QSBDUJDF CJMMJOH XPSLGMPX QMFBTF TFF 4USFBNMJOFE &ODPVOUFS
#JMMJOH

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

Additional Workflows
1SBDUJDF SPMFT BGGFDUFE
BUIFOB$MJOJDBMT Ȁ $MJOJDBM 1SPWJEFS

:PV DBO BDDFTT TFWFSBM XPSLGMPXT PVUTJEF PG BO FODPVOUFS

7JB UIF QBUJFOU CBOOFS

l %PDVNFOU TFBSDI

7JB UIF "DUJPOT NFOV 

l 2VJDLWJFX
l $SFBUF QBUJFOU DBTF
l $SFBUF PSEFS HSPVQ
l /FX FODPVOUFS
l 1SJOUJOH
l "EE EPDVNFOU
l $IBSU FYQPSU
l 5IJSEQBSUZ BQQMJDBUJPOT BQQMJDBCMF POMZ GPS QSBDUJDFT XJUI BDDFTT UP UIJSE QBSUZ
BQQMJDBUJPOT UIBU MBVODI PVUTJEF PG BUIFOB/FU
l "VEJU IJTUPSZ

7JB UIF *OCPY

l 4JHO PGG
l %FMFHBUF TJHO PGG
l 4VSHFSJFTQSPDFEVSFT

0UIFS XPSLGMPXT

l "NFOE BO FODPVOUFS
l &EJU PS DPNQMFUF BO FODPVOUFS WJB UIF 7JTJUT TFDUJPO PG UIF DIBSU

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 l $IBSU BCTUSBDUJPO
l %BUB SFDPODJMJBUJPO
l &ODPVOUFS 3FWJFX JO 4JHO0GG GPS $PTJHOBUVSF

Document search
:PV DBO VTF UIF EPDVNFOU TFBSDI JO UIF QBUJFOU CBOOFS UP CSPXTF EPDVNFOUT BOE
TFBSDI GPS EPDVNFOUT %PDVNFOUT BSF HSPVQFE CZ DMBTTJGJDBUJPO BOE BU UIF EFUBJM
MFWFM BSF TPSUFE CZ EBUF XJUI UIF NPTU SFDFOU BQQFBSJOH GJSTU 0OMZ DMBTTJGJDBUJPOT GPS
XIJDI UIF QBUJFOU IBT EPDVNFOUT BQQFBS JO UIF CSPXTF WJFX 'PS FYBNQMF JG UIF
QBUJFOU EPFTOU IBWF BOZ QBUJFOU DBTFT UIBU DBUFHPSZ EPFT OPU BQQFBS

l $MBTTJGJDBUJPO HSPVQT EJTQMBZ UIF UPUBM OVNCFS PG EPDVNFOUT JO UIBU DMBTTJGJDBUJPO

l :PV DBO DMJDL B DMBTTJGJDBUJPO HSPVQ UP WJFX EFUBJMFE JOGPSNBUJPO BCPVU UIF EPD
VNFOUT JO UIBU HSPVQ
l 4PNF EPDVNFOU DMBTTJGJDBUJPOT IBWF TVCDMBTTJGJDBUJPOT BOE PUIFST EP OPU "
TVCDMBTTJGJDBUJPO BQQFBST BT QVSQMF IBT BO BSSPX UP UIF SJHIU BOE JODMVEFT B

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 UPUBM GPS UIF OVNCFS PG EPDVNFOUT UIBU BQQFBS JO UIBU TVCDMBTTJGJDBUJPO

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 l %PDVNFOUT XJUIPVU B TVCDMBTTJGJDBUJPO BQQFBS CFMPX UIPTF UIBU EP IBWF B TVC
DMBTTJGJDBUJPO

l *G BWBJMBCMF UIF GPMMPXJOH BQQFBS CFMPX UIF EPDVNFOU EFTDSJQUJPO QBQFS GPSN
UZQF DMJOJDBM QSPWJEFS OBNF BOE TQFDJBMUZ BOE JOUFSOBMQSPWJEFS OPUF
l :PV DBO DMJDL B EPDVNFOU UP WJFX JU
l 8IFO ZPV FYQBOE B DMBTTJGJDBUJPO HSPVQ UIF HSPVQ BQQFBST FYQBOEFE UIF OFYU
UJNF ZPV VTF UIF QBUJFOU EPDVNFOU TFBSDI
l :PV DBO FYQBOE POMZ POF DMBTTJGJDBUJPO HSPVQ BU B UJNF

8IFO TFBSDI SFTVMUT NBUDI DPOUFOU JO POF PG UIFTF GJFMET SFTVMUT JODMVEF BEEJUJPOBM
UFYU

l 3FBTPO GPS "QQPJOUNFOU PO "QQPJOUNFOU 3FRVFTU EPDVNFOUT

l $BTF EFTDSJQUJPO PO 1BUJFOU $BTF EPDVNFOUT
l 1SPWJEFS OPUF BOE /PUF UP GBDJMJUZ PO 3FRVJTJUJPO EPDVNFOUT

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 l *OUFSOBM OPUF PO BOZ EPDVNFOU DMBTTJGJDBUJPO XIFSF UIBU GJFME BQQFBST

To search for a patient document

 0QFO B QBUJFOUT CSJFGJOH CZ FOUFSJOH UIFJS OBNF JO UIF TFBSDI CPY
BOE DMJDLJOH DIBSU JO UIF TFBSDI SFTVMUT MJTU

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

  $MJDL UIF TFBSDI JDPO JO UIF QBUJFOU CBOOFS UP PQFO UIF QBUJFOU EPDVNFOU
TFBSDI
 $MJDL B EPDVNFOU DMBTTJGJDBUJPO UP FYQBOE UIBU HSPVQ

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

  $MJDL B TVCDMBTTJGJDBUJPO UP GVSUIFS FYQBOE UIF CSPXTF WJFX

 $MJDL B EPDVNFOU UP WJFX UIBU EPDVNFOU

 5P TFBSDI UZQF UFYU JO UIF TFBSDI CPY
5IF TFBSDI SFTVMUT VQEBUF BT ZPV UZQF
/PUF :PV DBO BMTP FOUFS B EJBHOPTJT JO UIF TFBSDI CPY UP TFBSDI GPS BMM EPD

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 VNFOUT UJFE UP UIBU EJBHOPTJT

Quickview
*O UIF QBUJFOU CSJFGJOH DMJDL UIF "DUJPOT NFOV JDPO BOE TFMFDU 2VJDLWJFX 0O UIF
2VJDLWJFX ZPV DBO WJFX B TVNNBSZ PG QBUJFOU SFHJTUSBUJPO BOE JOTVSBODF JOGPSNBUJPO
BOE QFSGPSN NPTU PG UIF DPNNPO QBUJFOUTQFDJGJD UBTLT 5IJT QBHF BMTP EJTQMBZT UIF
QBUJFOU CBMBODF BOE BQQPJOUNFOU IJTUPSZ 5IF 2VJDLWJFX SFQSFTFOUT UIF IVC PG UIF
QBUJFOU XPSLGMPX GPS UIF JOEJWJEVBM QBUJFOU

/PUF *G ZPVS QSBDUJDF VTFT BUIFOB$MJOJDBMT XJUIPVU UIF BUIFOB$PMMFDUPS TFSWJDF TPNF
GVODUJPOT BSF OPU BWBJMBCMF BOE TPNF GJFMET DPMVNOT CVUUPOT BOE MJOLT NBZ OPU
BQQFBS

To create a patient case

5IF QBUJFOU DBTF XPSLGMPX SFQMBDFT QBQFS NFTTBHFT GPS DMJOJDBM RVFTUJPOT 8IFO B
QBUJFOU DBMMT ZPVS QSBDUJDF ZPV DBO EPDVNFOU UIBU DBMM EJSFDUMZ JO BUIFOB/FU XIJMF UIF
QBUJFOU JT PO UIF QIPOF BOE BTTJHO UIF DBTF UP UIF UP UIF SJHIU QFSTPO GPS SFTPMVUJPO

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

*OTUFBE PG UBLJOH UIF NFTTBHF PO QBQFS BOE QVMMJOH UIF QBUJFOUT DIBSU ZPV DBO
BDDFTT UIF QBUJFOUT FMFDUSPOJD DIBSU JO BUIFOB/FU TP ZPV DBO WJFX BOE VQEBUF UIF
QBUJFOU DBTF JO SFBM UJNF XIJMF UIF QBUJFOU JT PO UIF QIPOF

 *O UIF QBUJFOU CSJFGJOH DMJDL UIF "DUJPOT NFOV JDPO BOE TFMFDU $SFBUF 1BUJFOU
$BTF

 %FGBVMU 1IBSNBDZ Ȁ *G UIF 4FBSDI MJOL BQQFBST DMJDL UP TFU B EFGBVMU QIBSNBDZ
GPS UIJT QBUJFOU 5P DIBOHF UIF TFMFDUFE QIBSNBDZ DMJDL UIF MJOLFE QIBSNBDZ
OBNF UP EJTQMBZ UIF QIBSNBDZ TFBSDI UPPM
 4PVSDF3FDJQJFOU Ȁ 4FMFDU UIF TPVSDF PG UIF QIPOF DBMM 1BUJFOU 1IBSNBDZ -BC
0UIFS 4QFDJBMJTU 1$1 PS 1BUJFOU 1PSUBM
 5ZQF Ȁ 4FMFDU UIF UZQF PG DBMM "ENJOJTUSBUJWF $MJOJDBM 2VFTUJPO .FEJDBM
3FDPSET .FEJDBUJPO 3FGFSSBM 3FGJMM "ENJOJTUSBUJWF PS .FEJDBUJPO
 0VUTJEF 1SPWJEFS-BC1IBSNBDZ Ȁ *G UIF DBMM JT GSPN BO PVUTJEF QSPWJEFS MBC
PS QIBSNBDZ FOUFS UIF OBNF PG UIF PVUTJEF TPVSDF PG JOGPSNBUJPO JO UIJT GJFME
8IFO ZPV FOUFS UISFF PS NPSF MFUUFST NBUDIJOH TFMFDUJPOT BQQFBS

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

  4FMFDU UIF PVUTJEF QSPWJEFS GSPN UIF MJTU ZPVS TFMFDUJPO JT IJHIMJHIUFE JO ZFMMPX 
8IFO ZPV EP BUIFOB/FU QPQVMBUFT UIF QBHF XJUI UIF BEESFTT QIPOF OVNCFS
BOE GBY OVNCFS GPS UIBU PVUTJEF DMJOJDBM QSPWJEFS
 1FSTPO UP $BMM Ȁ &OUFS UIF OBNF PG UIF QFSTPO UP DBMM CBDL BCPVU UIJT DBTF 5IJT
DPVME CF UIF QBUJFOU XIP DBMMFE B HVBSEJBO QBUJFOU BEWPDBUF FUD
 %FTJSFE $BMMCBDL /VNCFS Ȁ *G UIF DBMMFS JT UIF QBUJFOU PS DBSFHJWFS TFMFDU BO
PQUJPO 5IF PQUJPOT JO UIF %FTJSFE $BMMCBDL /VNCFS ESPQEPXO MJTU JODMVEF UIF
QBUJFOUT IPNF XPSL BOE DFMM OVNCFST BT XFMM BT UIF FNFSHFODZ DPOUBDU
QIPOF OVNCFS MJTUFE GPS UIF QBUJFOU *G UIF OVNCFS ZPV OFFE JT OPU JO UIF %FTJSFE
$BMMCBDL /VNCFS MJTU FOUFS UIF QIPOF OVNCFS JO UIF 0UIFS GJFME
 4VCKFDU Ȁ &OUFS UIF TVCKFDU PG UIF DBTF
 6SHFOU Ȁ 4FMFDU UIJT PQUJPO JG UIJT DBTF SFRVJSFT UIF VSHFOU BUUFOUJPO PG UIF QIZT
JDJBO
 $BTF %FTDSJQUJPO Ȁ &OUFS B EFUBJMFE EFTDSJQUJPO PG UIF QBUJFOUT DPNQMBJOU PS DPO
DFSO
 5P QSJOU UIF QBUJFOU DIBSU DMJDL 4BWF  (FOFSBUF $IBSU BUIFOB/FU TBWFT UIF QBUJFOU
DBTF BOE PQFOT B OFX QSJOU DIBSU UBC

Order groups
"O PSEFS HSPVQ JT B XPSLGMPX VTFE UP DSFBUF PSEFST 350T BOE MFUUFST GPS B QBUJFOU
PVUTJEF PG BO FODPVOUFS 5IJT XPSLGMPX JT VTFGVM GPS SFWJFXJOH B MBC PS JNBHF SFTVMU B
QIZTJDJBO DPOTVMU PS B QBUJFOU DBTF

*O HFOFSBM QSPWJEFST TIPVME BWPJE VTJOH PSEFS HSPVQT UP EPDVNFOU DMJOJDBM DBSF EVS
JOH SPVOET PS XIFO WJTJUJOH B TFSJFT PG QBUJFOUT JO B GBDJMJUZ PS BU BO VSHFOU DBSF QSBD
UJDF XIFSF QSPWJEFST TFF QBUJFOUT BU B NPNFOUT OPUJDF

1MFBTF OPUF UIF GPMMPXJOH XIFO ZPV DSFBUF OFX PSEFST

l #JMMJOH GPS OFX PSEFST PVUTJEF PG BO FODPVOUFS JT OPU QBSU PG UIF CJMMJOH XPSLGMPX
TP ZPVS QSBDUJDF DPVME MPTF SFWFOVF

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 l #FDBVTF ZPVSF XPSLJOH PVUTJEF UIF BQQPJOUNFOU XPSLGMPX ZPV DBOU SFDPSE
QBUJFOU GPMMPXVQ
l 5IF &ODPVOUFS 4JHOPGG TFDUJPO JT OPU BWBJMBCMF GPS PSEFS HSPVQ MBZPVUT

:PV DBO BDDFTT PSEFS HSPVQT JO UIF 7JTJUT TFDUJPO PG UIF QBUJFOU DIBSU
To create an order group

 *O UIF QBUJFOU CSJFGJOH DMJDL UIF "DUJPOT NFOV JDPO 

 4FMFDU $SFBUF 0SEFS (SPVQ
 4FBSDI GPS BOE TFMFDU UIF SFOEFSJOH QSPWJEFS

 4FMFDU BO 0SEFSJOH 1SPWJEFS

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

  "EE PSEFST 350T BOE MFUUFST BT ZPV OPSNBMMZ XPVME

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

  $MJDL 
5IF PSEFS HSPVQ OPX BQQFBST JO UIF 7JTJUT UBC PG UIF QBUJFOU DIBSU

New encounter
*G ZPV XPSL PVUTJEF PG B IPNF PGGJDF XJUIPVU TVQQPSU TUBGG ZPV DBO DSFBUF BQQPJOU
NFOUT BOE FODPVOUFST CZ TFMFDUJOH UIF /FX FODPVOUFS PQUJPO JO UIF "DUJPOT NFOV
 :PV NVTU DPOUBDU UIF $4$`UP FOBCMF UIF &YQFEJUFE &ODPVOUFST GFBUVSF

8JUI UIF %FGFSSFE *OTVSBODF GFBUVSF ZPV DBO EFGFS DPMMFDUJPO PG JOTVSBODF JOGPSN
BUJPO TP UIBU PGGJDF TUBGG DBO VQEBUF UIF JOTVSBODF JOGPSNBUJPO BGUFS ZPV DPNQMFUF UIF
WJTJU 5IFTF BQQPJOUNFOUT BQQFBS JO UIF .JTTJOH *OTVSBODF XPSLMJTU
/PUF 5IF CJMMJOH TUBGG NVTU NPOJUPS UIF .JTTJOH *OTVSBODF XPSLMJTU EBJMZ UP VQEBUF BOZ
QBUJFOU FODPVOUFST XJUI EFGFSSFE JOTVSBODF

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

:PV DBO BDDFTT UIF .JTTJOH *OTVSBODF XPSLMJTU GSPN UIF *OCPY PG UIF OPODMJOJDJBO
IPNF QBHF :PV NVTU DPOUBDU UIF $4$`UP FOBCMF UIF %FGFSSFE *OTVSBODF GFBUVSF

Printing
:PV DBO WJFX QSFWJFX BOE QSJOU GPSNT PS DIBSU TFDUJPOT WJB UIF "DUJPOT NFOV 
To print forms
 *O UIF CSJFGJOH PS UIF *OUBLF PS &YBN TUBHF PG BO FODPVOUFS DMJDL UIF "DUJPOT
NFOV JDPO 
 $MJDL 1SJOU 'PSNT

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

  4FBSDI GPS BOE DMJDL B GPSN UP QSFWJFX JU
 $MJDL UIF QSJOUFS JDPO 

5IF QSJOU TDSFFO BQQFBST

 $MJDL 1SJOU

To print a chart section

 %JTQMBZ UIF QBUJFOUT DIBSU PS JG JO BO FODPVOUFS EJTQMBZ UIF #SJFGJOH *OUBLF PS
&YBN TUBHF
 $MJDL UIF "DUJPOT NFOV BOE TFMFDU 1SJOU DIBSU TFDUJPOT
 4FMFDU UIF TFDUJPO UP QSJOU

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 .FEJDBUJPO MJTU Ȁ " MJTU PG BMM NFEJDBUJPOT GPS UIF QBUJFOU
l

l 7BDDJOF EFUBJM Ȁ " MJTU PG BMM WBDDJOFT GPS UIF QBUJFOU JODMVEJOH EFUBJMFE

JOGPSNBUJPO BCPVU FBDI WBDDJOF BENJOJTUFSFE

l 7BDDJOF TVNNBSZ Ȁ " MJTU PG BMM WBDDJOFT DPOUBJOJOH POMZ OBNF BOE EBUF PG

BENJOJTUSBUJPO
5IF TFDUJPO BQQFBST JO B OFX XJOEPX

 $MJDL 1SJOU UP QSJOU JO ZPVS CSPXTFS

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

To add a document to a patient chart

 *O UIF QBUJFOU CSJFGJOH DMJDL UIF "DUJPOT NFOV JDPO 

 4FMFDU "EE %PDVNFOU
 %PDVNFOU $MBTT Ȁ 4FMFDU B EPDVNFOU DMBTT
 $MJDL $IPPTF 'JMF

 -PDBUF UIF GJMF BOE DMJDL 0QFO

 $MJDL 

To export a patient chart

:PV DBO FYQPSU B QBUJFOUT DIBSU EBUB CZ TFMFDUJOH XIBU EBUB UP FYQPSU JO B QSJOUBCMF
GPSNBU PS CZ FYQPSUJOH BMM EBUB JOUP B $POUJOVJUZ PG $BSF %PDVNFOU GJMF :PVS QSBDUJDF
NVTU IBWF UIF $IBSU &YQPSU GFBUVSF FOBCMFE

 *O UIF QBUJFOU CSJFGJOH DMJDL UIF "DUJPOT NFOV JDPO 

 4FMFDU $IBSU &YQPSU
5IF $IBSU &YQPSU XJOEPX BQQFBST EJTQMBZJOH UISFF TFDUJPOT $IBSU 4FDUJPOT
$POUJOVJUZ PG $BSF %PDVNFOU BOE 1BUJFOU 3FDPSE $SFBUJPO )JTUPSZ

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

Chart Sections
 $IBSU 4FDUJPOT BQQFBS FYQBOEFE CZ EFGBVMU BT EPFT UIF $POUJOVJUZ PG $BSF
%PDVNFOU TFDUJPO :PV DBO DMJDL FBDI TFDUJPO UP DPMMBQTF JU
 :PV DBO TFMFDU UIF EBUF SBOHF BOE DPNQPOFOUT PG UIF DIBSU UP FYQPSU JO FBDI TFD
UJPO
 $IFDL UIF 'PSNBM )FBMUI 3FDPSE CPY UP FYQPSU UIF TFMFDUJPO PG EPDVNFOUT BOE
QBSBNFUFST UP VTF XIFO HFOFSBUJOH B QBUJFOUT PGGJDJBM NFEJDBM SFDPSE
BUIFOB/FU BVUPNBUJDBMMZ NPWFT TFMFDUFE JUFNT UP UIF 4FMFDUFE "UUBDINFOUT TFD
UJPO
 $IFDL UIF *ODMVEF $POGJEFOUJBM 1BUJFOU *OGPSNBUJPO CPY UP BEE JOGPSNBUJPO GSPN
UIF $POGJEFOUJBM TFDUJPO PG UIF 1BUJFOU %FNPHSBQIJD *OGPSNBUJPO UP UIF FYQPSU
 5P TFMFDU UIF TFDUJPOT PG UIF QBUJFOUT DIBSU UIBU TIPVME BQQFBS JO UIF FYQPSU
TFMFDU JUFNT JO UIF "WBJMBCMF "UUBDINFOUT TFDUJPO BOE DMJDL UIF SJHIU BSSPX JDPO
 *UFNT JO CPME XJUI B OVNCFS JO QBSFOUIFTFT DPOUBJO JOGPSNBUJPO *UFNT JO
HSBZ JUBMJDT XJUI  EP OPU DPOUBJO BOZ JOGPSNBUJPO GPS UIF QBUJFOU

 "UUBDI $POTFOU 'PSN Ȁ 4FMFDU B DPOTFOU GPSN GSPN UIF QBUJFOUT SFDPSE UP
JODMVEF JO UIF FYQPSU
 $MJDL &YQPSU $IBSU 4FDUJPOT
" QSFWJFX PG UIF FYQPSUFE EBUB BQQFBST

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

Continuity of Care Document
5P FYQPSU B TUBOEBSE $$% GJMF

 $MJDL UIF $POUJOVJUZ PG $BSF %PDVNFOU TFDUJPO UP FYQBOE JU

 $MJDL $SFBUF $$%

" OFX XJOEPX BQQFBST

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 :PV DBO WJFX PS TBWF $$%T JO YNM GPSNBU

Patient Record Creation History

:PV DBO TFF B MJTU PG QSFWJPVT DIBSU FYQPSUT VOEFS 1BUJFOU 3FDPSE $SFBUJPO )JTUPSZ
$MJDL UIF WJFX MJOLT UP TFF $IBSU %PDVNFOUT BOE $POUJOVJUZ PG $BSF %PDVNFOUT

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

To view audit history
 0O UIF CSJFGJOH QBHF PG UIF DIBSU PS EVSJOH BO FODPVOUFS DMJDL UIF "DUJPOT NFOV
JDPO BOE TFMFDU "VEJU IJTUPSZ

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 " OFX XJOEPX BQQFBST

$IBSU

&ODPVOUFS

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

  $MJDL FBDI TFDUJPO UP FYQBOE BOE DPMMBQTF JU
 $MJDL PVUTJEF PG UIF CPY UP DMPTF JU

Sign off
" DPVOU PG UIF UPUBM OVNCFS PG PSEFST UIBU ZPV DBO TJHO PGG PO JO CBUDI NPEF BQQFBST
OFYU UP UIF NFOV MBCFM $MJDL 4JHO PGG UP BDDFTT UIF 0SEFS 4JHOPGG QBHF

Delegate sign off

*G ZPV IBWF EFMFHBUF PSEFST ZPVSF SFTQPOTJCMF GPS BQQSPWJOH B DPVOU PG UIPTF PSEFST
BQQFBST OFYU UP UIF NFOV JUFN $MJDL %FMFHBUF 4JHO PGG UP EJTQMBZ UIF %FMFHBUF 0SEFST
QBHF

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

Surgeries/Procedures
$MJDL 4VSHFSJFT1SPDFEVSFT UP EJTQMBZ UIF 4VSHFSJFT BOE 1SPDFEVSFT QBHF

To amend an encounter
0ODF ZPV SFPQFO BO FODPVOUFS GPS BNFOENFOU ZPV DBO FEJU JO POF PG UXP NPEFT

 6TJOH UIF OPSNBM FODPVOUFS XPSLGMPX

 6TJOH UIF GVMM FODPVOUFS TVNNBSZ

8IFO ZPV SFPQFO BO FODPVOUFS GPS BNFOENFOU BUIFOB/FU DIFDLT XIFUIFS BOZ TFD
UJPOT IBWF CFFO NPEJGJFE TJODF JU XBT PSJHJOBMMZ DMPTFE *G OP TFDUJPOT IBWF CFFO NPE
JGJFE UIF FODPVOUFS SFPQFOT GPS ZPV UP FEJU JU VTJOH UIF OPSNBM FODPVOUFS XPSLGMPX *G
TFDUJPOT IBWF CFFO NPEJGJFE UIFO ZPV DBO POMZ FEJU UIF FODPVOUFS JO UIF GVMM
FODPVOUFS TVNNBSZ WJFX

8IFO BNFOEJOH UIF FODPVOUFS JO UIF GVMM FODPVOUFS TVNNBSZ WJFX UIF TUSVDUVSFE
"1 )1* 304 BOE 1& TFDUJPOT BSF BWBJMBCMF "MM PUIFS TFDUJPOT BSF VOTUSVDUVSFE BOE

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

BSF FEJUBCMF BT GSFF UFYU POMZ :PV DBO VTF UIF CVUUPOT BU UIF UPQ PG UIF GSFFUFYU TFDUJPO
UP CPME JUBMJDJ[F BOE BEE CVMMFUFE PS OVNCFSFE MJTUT

/PUF 5IF "1 )1* 304 BOE 1& TFDUJPOT NBZ CF MJNJUFE UP UIF GSFFUFYU NPEF JO SBSF
JOTUBODFT UP QSFWFOU NBLJOH BOZ VOJOUFOEFE VQEBUFT UP ZPVS UIF FODPVOUFS

&EJUT ZPV NBLF UP BOZ VOTUSVDUVSFE GSFFUFYU GJFMET JO UIF GVMM FODPVOUFS TVNNBSZ EP
OPU DBSSZ GPSXBSE UP UIF QBUJFOUT DIBSU *G UIFTF DIBOHFT TIPVME BMTP BQQFBS JO UIF
DIBSU ZPV NVTU DMPTF UIF BNFOENFOU BOE UIFO PQFO UIF QBUJFOU CSJFGJOH UP NBOVBMMZ
VQEBUF UIF DIBSU $PNQMFUJOH UIJT TUFQ FOTVSFT UIF NPTU VQUPEBUF BOE BDDVSBUF
JOGPSNBUJPO JT SFGMFDUFE JO UIF QBUJFOU SFDPSE

8IFO ZPV DMPTF BO BNFOENFOU ZPVS VQEBUFT BSF SFGMFDUFE JO UIF GVMM FODPVOUFS TVN
NBSZ BOE JO UIF 7JTJUT TFDUJPO PG UIF QBUJFOUT DIBSU 5IF QVMM UP UPEBZ JDPO OP
MPOHFS BQQFBST OFYU UP UIF TFDUJPOT UIBU XFSF BNFOEFE JO GSFFUFYU NPEF JO UIF 7JTJUT
TFDUJPO *G ZPV QVMM UIF FOUJSF QSFWJPVT FODPVOUFS UP UPEBZ OP GSFFUFYU BNFOEFE TFD
UJPOT BQQFBS UP BWPJE BDDFMFSBUJOH JODPSSFDU JOGPSNBUJPO

/PUFT

l 8IFOFWFS QPTTJCMF ZPV TIPVME DMPTF FODPVOUFST POMZ BGUFS ZPV DPNQMFUF EPD
VNFOUBUJPO )PXFWFS JG ZPV OFFE UP FEJU PS BEE JOGPSNBUJPO UP BO FODPVOUFS
BGUFS JU JT DMPTFE XF SFDPNNFOE BNFOEJOH ZPVS FODPVOUFST BT TPPO BT QPT
TJCMF TP ZPV DBO FEJU UIFN VTJOH ZPVS OPSNBM FODPVOUFS XPSLGMPX
l :PV NVTU IBWF UIF $MJOJDBMT &ODPVOUFS 4JHOPGG UP BNFOE B DMPTFE FODPVOUFS
VTFS QFSNJTTJPO

 %JTQMBZ UIF DMPTFE FODPVOUFS WJFX CZ DMJDLJOH B DMPTFE FODPVOUFS JO UIF TDIFE
VMF PS CZ DMJDLJOH (0 50 &/$06/5&3 PO UIF 7JTJUT UBC PG UIF QBUJFOU DIBSU PS
QBUJFOU CSJFGJOH

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 5IF DMPTFE FODPVOUFS WJFX BQQFBST

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

  $MJDL UIF BSSPX OFYU UP %POF BOE TFMFDU "NFOE &ODPVOUFS

*G OP DIBSU JOGPSNBUJPO IBT DIBOHFE TJODF UIF FODPVOUFS XBT DMPTFE UIF
FODPVOUFS SFPQFOT GPS BNFOENFOU
/PUF *G DIBSU JOGPSNBUJPO IBT DIBOHFE TJODF ZPV DMPTFE UIF FODPVOUFS ZPV DBO
POMZ BNFOE UIF FODPVOUFS VTJOH UIF TVNNBSZ NPEF :PV DBO VTF UIF TBNF WFS
TJPO PG UIF "1 )1* 304 BOE 1& TFDUJPO UIBU ZPV VTF JO ZPVS OPSNBM FODPVOUFS
XPSLGMPX "MM PUIFS TFDUJPOT DBO TUJMM CF FEJUFE BT GSFF UFYU *O UIF SFPQFOFE
FODPVOUFS DMJDL BOE EJTQMBZ UIF TFDUJPO UP BNFOE
 *O UIF TVNNBSZ NPEF DMJDL UIF TFDUJPO UP FEJU
5IF TFDUJPO BQQFBST BT TUSVDUVSFE JG BWBJMBCMF PS BT B GSFFUFYU GJFME :PV DBO VTF
UIF CVUUPOT BU UIF UPQ PG UIF GSFFUFYU TFDUJPO UP CPME JUBMJDJ[F BOE BEE CVMMFUFE

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 PS OVNCFSFE MJTUT

 .BLF ZPVS FEJUT BOE DMJDL PVUTJEF PG UIF TFDUJPO UP TBWF

5IF TVNNBSZ WJFX VQEBUFT UP SFGMFDU ZPVS DIBOHFT
3FNJOEFS 5IF VQEBUFT ZPV NBLF UP GSFFUFYU DIBSU TFDUJPOT XIJMF BNFOEJOH UIF
FODPVOUFS BSF OPU SFGMFDUFE JO UIF QBUJFOUT DIBSU BGUFS ZPV DMPTF UIF BNFOENFOU
"GUFS ZPV BNFOE BO FODPVOUFS ZPV NVTU PQFO UIF DIBSU BOE NBLF UIF TBNF
FEJUT

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

  &OUFS BO BNFOENFOU OPUF BU UIF UPQ PG UIF QBHF

 3FWJFX UIF FODPVOUFS TVNNBSZ UP NBLF TVSF UIBU UIF BNFOENFOU JT BDDVSBUF
 $MJDL 
5IF IPNF QBHF BQQFBST " CBOOFS OPUJGJFT ZPV UIBU ZPV IBWF DPNQMFUFE TJHO
PGG GPS UIF FODPVOUFS
/PUF *G ZPV BEEFE PSEFST UP UIF "1 BT QBSU PG ZPVS BNFOENFOU BOE UIPTF
PSEFST BSF NJTTJOH SFRVJSFE JOGPSNBUJPO UIF CVUUPO BQQFBST XJUI BO PSBOHF WFS
UJDBM CBS (P CBDL BOE BEESFTT BOZ JUFNT UIBU SFRVJSF BUUFOUJPO BOE UIFO DMJDL
4JHO  $MPTF "NFOENFOU

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

  5P NBLF UIF TBNF FEJUT JO UIF QBUJFOUT DIBSU PQFO UIF CSJFGJOH BOE SFQFBU UIF
FEJUT ZPV NBEF XIFO BNFOEJOH UIF FODPVOUFS

To view amendment notes

 %JTQMBZ BO BNFOEFE FODPVOUFS CZ DMJDLJOH UIF FODPVOUFS JO UIF TDIFEVMF PS CZ
DMJDLJOH (0 50 &/$06/5&3 JO UIF 7JTJUT UBC PG UIF QBUJFOU DIBSU PS QBUJFOU CSJFG
JOH
 $MJDL 'VMM &ODPVOUFS 4VNNBSZ
 $IFDL UIF 7JFX $IBOHFT CPY BOE TFMFDU B WFSTJPO
5IF BNFOENFOU OPUFT BQQFBS JO UIF GVMM FODPVOUFS TVNNBSZ

To edit or complete an encounter via the Visits section of

the chart
:PV DBO DPNQMFUF BO PQFO FODPVOUFS PS FEJU B DMPTFE FODPVOUFS VTJOH UIF SFMFWBOU
CVUUPO JO UIF 7JTJUT UBC 5IF CVUUPO BQQFBST GPS BMM FODPVOUFST FYDFQU GPS ZPVS DVSSFOU
FODPVOUFS

l $MJDL 'JOJTI &ODPVOUFS UP EJTQMBZ UIF CSJFGJOH GPS UIBU FODPVOUFS TP ZPV DBO DPNQMFUF
ZPVS EPDVNFOUBUJPO BOE DMPTF UIF FODPVOUFS
l $MJDL &EJU &ODPVOUFS UP EJTQMBZ UIF DMPTFE FODPVOUFS WJFX XIFSF ZPV DBO DPNQMFUF
CJMMJOH BEE MFUUFST PS BNFOE UIF FODPVOUFS

 %JTQMBZ UIF CSJFGJOH GPS B QBUJFOU XJUI IJTUPSJDBM FODPVOUFST

 $MJDL UIF 7JTJUT UBC JO UIF DIBSU
5IF 7JTJUT BOE $BTFT JOGPSNBUJPO BQQFBST
 $MJDL UIF EPVCMF WJFX NPSF JDPO GPS UIF FODPVOUFS FEJU PS DPNQMFUF
5IF FODPVOUFS TVNNBSZ BQQFBST

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

  $MJDL &EJU &ODPVOUFS PO UIF SJHIU TJEF PG UIF FODPVOUFS TVNNBSZ

/PUF *G UIF FODPVOUFS JT PQFO 'JOJTI &ODPVOUFS BQQFBST

5IF DMPTFE FODPVOUFS WJFX BQQFBST
 .BLF UIF OFDFTTBSZ FEJUT UP UIF FODPVOUFS
 $MJDL %POF
5IF IPNF QBHF BQQFBST

Chart abstraction
:PV DBO OPX QFSGPSN DIBSU BCTUSBDUJPO WJB UIF $IBSU "CTUSBDUJPOT XPSLMJTU $MJDL B
QBUJFOU OBNF JO UIF XPSLMJTU UP EJTQMBZ UIF QBUJFOUT DIBSU GSPN XIJDI ZPV DBO BCTUSBDU
UIF QBUJFOUT IFBMUI IJTUPSZ QSJPS UP B TDIFEVMFE BQQPJOUNFOU

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

To abstract a patient's health history
 %JTQMBZ UIF $IBSU "CTUSBDUJPOT XPSLMJTU 0O UIF .BJO .FOV DMJDL 1BUJFOUT BOE
UIFO TFMFDU $IBSU "CTUSBDUJPOT
 5IF XPSLMJTU EFGBVMUT UP UPEBZT BQQPJOUNFOUT 5P WJFX BQQPJOUNFOUT GPS B EJG
GFSFOU EBUF TFMFDU UIF EBUF BOE DMJDL (P
 &BDI QBUJFOU JT MBCFMFE XJUI BO BCTUSBDUJPO TUBUVT 3FWJFX UIFTF TUBUVTFT UP
EFUFSNJOF XIJDI QBUJFOUT OFFE DIBSU BCTUSBDUJPO

 $MJDL B QBUJFOU OBNF UP WJFX UIFJS DIBSU

 3FWJFX UIF JOGPSNBUJPO JO UIF 1BUJFOU )JTUPSZ 4DBOT'BYFT TFDUJPO JO UIF SJHIU
QBOFM JODMVEJOH NFEJDBM SFDPSE EPDVNFOUT BOE UIF DIBSU BCTUSBDUJPO UBTL IJT
UPSZ
 5P DPNQMFUF B DIBSU BCTUSBDUJPO SFDPSE EBUB JO UIFTF TFDUJPOT PG UIF DIBSU
B $MJDL UIF WJFX NPSF JDPO PO UIF FEHF PG UIF QBUJFOU CBOOFS UP FYQBOE UIF
QBUJFOU EFNPHSBQIJD JOGPSNBUJPO TFDUJPO 3FDPSE QBUJFOU QSFGFSFODFT GPS
$BSF 5FBN 1IBSNBDZ BOE -BC 3FDPSE $POGJEFOUJBM JOGPSNBUJPO JG SFM
FWBOU
/PUF /PU BMM TUBGG DBO WJFX BOE FEJU $POGJEFOUJBM JOGPSNBUJPO
C $MJDL UIF DIBSU JDPOT UP SFDPSE JOGPSNBUJPO GPS UIFTF TFDUJPOT "MMFSHJFT
1SPCMFNT .FEJDBUJPOT 7BDDJOFT BOE )JTUPSZ

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

  3FWJFX UIF PQUJPOT JO UIF HSFFO BDUJPO NFOV JO UIF VQQFS SJHIU DPSOFS PG UIF
QBHF %FQFOEJOH PO UIF TUBUVT PG UIF QBUJFOUT BCTUSBDUJPO EJGGFSFOU PQUJPOT
BQQFBS
l $PNQMFUF BCTUSBDUJPO Ȁ 4FMFDU UIJT PQUJPO JG BMM EBUB FOUSZ JOUP UIF QBUJFOUT

DIBSU JT DPNQMFUF BOE UIF BCTUSBDUJPO JT SFBEZ GPS SFWJFX

l "QQSPWF Ȁ 4FMFDU UIJT PQUJPO JG ZPVSF BO BVUIPSJ[FE BQQSPWFS BU ZPVS

QSBDUJDF BOE UIF DIBSU BCTUSBDUJPO IBT CFFO DPNQMFUFE BOE SFWJFXFE
l 3FRVFVF GPS BCTUSBDUJPO Ȁ 4FMFDU UIJT PQUJPO JG ZPV XFSFOU BCMF UP DPN

QMFUF UIF BCTUSBDUJPO CFDBVTF PG NJTTJOH JOGPSNBUJPO PS JG VQPO SFWJFXJOH

UIF BCTUSBDUJPO BO FSSPS JT GPVOE
l 3FUVSO UP XPSLMJTU Ȁ 4FMFDU UIJT PQUJPO UP SFUVSO UP UIF DIBSU BCTUSBDUJPO

XPSLMJTU 5IJT PQUJPO BMXBZT BQQFBST JO UIF BDUJPO ESPQEPXO MJTU *G UIF
BCTUSBDUJPO JT DPNQMFUFE BOE BQQSPWFE UIJT JT UIF POMZ PQUJPO BWBJMBCMF

 8IFO VQEBUJOH UIF TUBUVT PG UIF BCTUSBDUJPO UBTL ZPV DBO BMTP FOUFS B OPUF CVU
UIJT JTOU SFRVJSFE 5IFTF OPUFT BQQFBS JO UIF 5BTL )JTUPSZ TFDUJPO PG 1BUJFOU )JT
UPSZ 4DBOT'BYFT "GUFS ZPV VQEBUF UIF TUBUVT PG UIF BCTUSBDUJPO UIF XPSLMJTU
SFBQQFBST

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

Data reconciliation
:PV DBO SFDPODJMF BOE JOUFHSBUF JNQPSUFE DIBSU EBUB JOUP UIF QBUJFOU DIBSU VTJOH UIF
EBUB SFDPODJMJBUJPO UPPM

"O PSBOHF BMFSU CBS BQQFBST PO UIF MFGU TJEF PG UIF IJTUPSZ UBC JG EBUB JT BWBJMBCMF UP
SFDPODJMF *O BEEJUJPO UIF PSBOHF BMFSU CBS BQQFBST OFYU UP UIF SFMFWBOU IJTUPSZ TFD

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

UJPO BOE UIF MJOL UP UIF EBUB SFDPODJMJBUJPO UPPM

:PV DBO BMTP BDDFTT %BUB 3FDPODJMJBUJPO JO UIF *OUBLF DIFDLMJTU

Encounter review in Sign-off for cosignature

:PV DBO VTF BO FODPVOUFS SFWJFX EPDVNFOU XIFO DPTJHOJOH BO FODPVOUFS 5IJT GFB
UVSF JT FTQFDJBMMZ VTFGVM GPS SFTJEFOU XPSLGMPXT XIFSF UIF SFTJEFOU JT OPU QFSNJUUFE UP
DMPTF FODPVOUFST BOE UIFJS TVQFSWJTJOH QSPWJEFS NVTU NBLF TVSF UIFZ IBWF SFWJFXFE
B TUBOEBSE TFU PG FODPVOUFS EFUBJMT

$MJOJDBM TUBGG NFNCFST XIP SFRVJSF B DPTJHOBUVSF DBOOPU DMPTF BO FODPVOUFS BOE NVTU
DPOUJOVF UP TFOE JU JO 3&7*&8 TUBUVT UP UIF TVQFSWJTJOH PS DPTJHOJOH QSPWJEFS :PV DBO
BEE UIF FODPVOUFS SFWJFX EPDVNFOU UP UIJT QSPDFTT 4VQFSWJTJOH PS DPTJHOJOH

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

QSPWJEFST DBO VTF UIJT EPDVNFOU BT B UFNQMBUF XIFO SFWJFXJOH UIF FODPVOUFS BOE
FOUFS DPNNFOUT UP UIF SFTJEFOU UIBU BSF OPU WJTJCMF UP UIF QBUJFOU

5P VTF UIF FODPVOUFS SFWJFX EPDVNFOU JO ZPVS XPSLGMPX QMFBTF DPOUBDU UIF $4$ WJB
.BJO .FOV  4VQQPSU  $4$ $POOFDU BOE SFRVFTU UIF $PTJHOBUVSF (FOFSBUF
&ODPVOUFS 3FWJFX GFBUVSF

5P VTF UIF DPTJHOBUVSF GFBUVSF ZPV NVTU IBWF POF PG UIFTF QFSNJTTJPOT

l $MJOJDBMT &ODPVOUFS $PTJHOBUVSF GPS UIF SFTJEFOU PS NJEMFWFM QSPWJEFS XIP

SFRVJSFT B DPTJHOBUVSF
l $MJOJDBMT &ODPVOUFS 4JHO 0GG GPS UIF TVQFSWJTJOH QSPWJEFS

Setup instructions
0ODF UIF $PTJHOBUVSF (FOFSBUF &ODPVOUFS 3FWJFX GFBUVSF JT FOBCMFE GPS ZPVS QSBD
UJDF BOE ZPV IBWF BTTJHOFE UIF QFSNJTTJPOT MJTUFE BCPWF UXP OFX BENJO QBHFT BSF
BWBJMBCMF 0O UIF .BJO .FOV DMJDL 4FUUJOHT  6OEFS "%.*/ DMJDL $MJOJDBMT "ENJO
*O UIF 5BTL #BS VOEFS 13"$5*$& -*/,4  $PTJHOBUVSF (FOFSBUF &ODPVOUFS 3FWJFX
MJOLT UP UIFTF UXP QBHFT BQQFBS

l $PTJHOBUVSF XJUI &ODPVOUFS 3FWJFX 4FUVQ Ȁ 6TF UIJT QBHF UP TFMFDU UIF SFO
EFSJOH QSPWJEFST XIP SFRVJSF BO FODPVOUFS SFWJFX EPDVNFOU XIFO VTJOH UIF
DPTJHOBUVSF GFBUVSF
/PUF 0ODF ZPV BTTJHO UIF OFDFTTBSZ QFSNJTTJPOT UP ZPVS SFTJEFOUT PS NJEMFWFM
QSPWJEFST B DPTJHOBUVSF JT SFRVJSFE GPS UIPTF QSPWJEFST "EEJUJPOBMMZ FOUFSJOH
UIFJS OBNFT PO UIF $PTJHOBUVSF XJUI &ODPVOUFS 3FWJFX 4FUVQ QBHF BVUP
NBUJDBMMZ HFOFSBUFT BO FODPVOUFS SFWJFX EPDVNFOU GPS BMM PG UIFTF QSPWJEFST
FODPVOUFST
l $PTJHOBUVSF XJUI &ODPVOUFS 3FWJFX $IFDLMJTU Ȁ $SFBUF B DIFDLMJTU PG JUFNT UP CF
JODMVEFE XIFO B TVQFSWJTJOH QSPWJEFS DPTJHOT BO FODPVOUFS 5IFTF RVFTUJPOT
BSF JODMVEFE BU UIF UPQ PG FWFSZ FODPVOUFS SFWJFX EPDVNFOU UIBU SFRVJSFT DPTJH
OBUVSF

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

/PUFT

l 5IF TVQFSWJTJOH QSPWJEFS NVTU DMPTF UIF FODPVOUFS BOE UIF FODPVOUFS SFWJFX EPD
VNFOU TFQBSBUFMZ
l :PVS QSBDUJDF NVTU TFU VQ SFOEFSJOH QSPWJEFST PO FJUIFS UIF 0WFSTJHIU 1SPWJEFS
.BQQJOH QBHF PS UIF $PTJHOBUVSF XJUI &ODPVOUFS 3FWJFX 4FUVQ QBHF 1MFBTF
EP OPU TFU VQ BOZ QSPWJEFST PS NJEMFWFM QSPWJEFST PO CPUI QBHFT
l (SBOUJOH B QSPWJEFS PS NJEMFWFM QSPWJEFS CPUI UIF $MJOJDBMT &ODPVOUFS 4JHO 0GG
QFSNJTTJPO BOE UIF $MJOJDBMT &ODPVOUFS $PTJHOBUVSF QFSNJTTJPO BMMPXT UIFN UP
DMPTF FODPVOUFST XIJDI JT HFOFSBMMZ OPU UIF SJHIU TFUVQ GPS SFTJEFOUT 5IJT OFX
GFBUVSF BTTVNFT UIBU UIF SFTJEFOU EPFT OPU IBWF UIF $MJOJDBMT &ODPVOUFS 4JHO 0GG
QFSNJTTJPO

To require a rendering provider to obtain a cosignature and use an

encounter review document when submitting an encounter
 %JTQMBZ UIF $PTJHOBUVSF XJUI &ODPVOUFS 3FWJFX 4FUVQ QBHF 0O UIF .BJO
.FOV DMJDL 4FUUJOHT  6OEFS "%.*/ DMJDL $MJOJDBMT "ENJO *O UIF 5BTL #BS
VOEFS 13"$5*$& -*/,4  $PTJHOBUVSF (FOFSBUF &ODPVOUFS 3FWJFX DMJDL $PTJH
OBUVSF XJUI &ODPVOUFS 3FWJFX 4FUVQ
 $MJDL "EE OFX
 4FMFDU B SFOEFSJOH QSPWJEFS
 $MJDL 4BWF PS 4BWF BOE "EE "OPUIFS

To create an encounter review document template

 %JTQMBZ UIF $PTJHOBUVSF XJUI &ODPVOUFS 3FWJFX $IFDLMJTU QBHF 0O UIF .BJO
.FOV DMJDL 4FUUJOHT  6OEFS "%.*/ DMJDL $MJOJDBMT "ENJO *O UIF 5BTL #BS
VOEFS 13"$5*$& -*/,4  $PTJHOBUVSF (FOFSBUF &ODPVOUFS 3FWJFX DMJDL $PTJH
OBUVSF XJUI &ODPVOUFS 3FWJFX $IFDLMJTU
 $MJDL "EE OFX
 /BNF Ȁ &OUFS B OBNF GPS UIF DIFDLMJTU JUFN GPS FYBNQMF $PNQMFUF )1*
 0SEFSJOH Ȁ &OUFS B OVNCFS UP TFU B DIFDLMJTU OVNCFS

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

  *OQVU 5ZQF Ȁ 4FMFDU IPX UIF JUFN TIPVME BQQFBS JO UIF DIFDLMJTU :PV DBO DPO
GJHVSF UIF JUFN UP BQQFBS JO B ESPQEPXO NFOV BT B SBEJP CVUUPO PS BT B GSFF
UFYU GJFME
 *OQVU $MBTT Ȁ *G ZPV TFMFDUFE %SPQEPXO PS 3BEJP BT UIF *OQVU 5ZQF TFMFDU
:FT/P PS $VTUPN
/PUF *G ZPV TFMFDUFE $VTUPN ZPV DBO FOUFS PQUJPO OBNFT
 $MJDL 4BWF PS 4BWF BOE "EE "OPUIFS

Workflow scenario for residents

 5IF SFTJEFOU QFSGPSNT BOE EPDVNFOUT BO FODPVOUFS
 5IF SFTJEFOU TFOET UIF FODPVOUFS JO 3&7*&8 UP UIFJS TVQFSWJTJOH QSPWJEFS
/PUF 5IF SFTJEFOU JT SFTQPOTJCMF GPS TFMFDUJOH UIF OBNF PG UIF DPSSFDU TVQFS
WJTJOH QSPWJEFS

BUIFOB/FU BVUPNBUJDBMMZ HFOFSBUFT BO FODPVOUFS SFWJFX EPDVNFOU XIJDI

BQQFBST JO UIF TVQFSWJTJOH QSPWJEFST *OCPY VOEFS $MJOJDBM %PDVNFOUT "U UIF
TBNF UJNF UIF FODPVOUFS JT SPVUFE UP UIF TVQFSWJTJOH QSPWJEFS GPS SFWJFX JO UIF
*OCPY VOEFS &ODPVOUFST
 5IF TVQFSWJTJOH QSPWJEFS PQFOT UIF FODPVOUFS SFWJFX EPDVNFOU VOEFS $MJOJDBM
%PDVNFOUT  5IJT EPDVNFOU JODMVEFT B MJOL UP UIF FODPVOUFS
/PUF *G UIF FODPVOUFS JT TUJMM PQFO POMZ UIF FODPVOUFS MJOL BOE UIF RVFTUJPOT PS

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

 DIFDLMJTU DPOGJHVSFE PO UIF $PTJHOBUVSF XJUI &ODPVOUFS 3FWJFX $IFDLMJTU QBHF
BQQFBS *G UIF FODPVOUFS JT DMPTFE UIF &ODPVOUFS 4VNNBSZ TFDUJPO BMTP BQQFBST
 5IF TVQFSWJTJOH QSPWJEFS DMJDLT UIF FODPVOUFS MJOL JO UIF EPDVNFOU UP EJTQMBZ UIF
FODPVOUFS

 5IF &ODPVOUFS 3FWJFX TFDUJPO BQQFBST JO 4JHOPGG BMMPXJOH UIF TVQFSWJTJOH QSP
WJEFS UP SFWJFX UIF FODPVOUFS BOE VQEBUF UIF FODPVOUFS SFWJFX EPDVNFOU
 5IF TVQFSWJTJOH QSPWJEFS VTFT UIF RVFTUJPOT PS DIFDLMJTU UP SFWJFX UIF SFTJEFOUT
XPSL 5IFZ DBO BMTP FOUFS DPNNFOUT JO UIF 0WFSTJHIU $PNNFOUT GJFME 5IFTF DPN
NFOUT BSF OPU WJTJCMF UP UIF QBUJFOU

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG 

  5IF TVQFSWJTJOH QSPWJEFS DBO DIPPTF UP SPVUF UIF FODPVOUFS CBDL UP UIF SFTJEFOU
GPS BEEJUJPOBM BDUJPO PS EPDVNFOUBUJPO
 *G OP GVSUIFS BDUJPO JT SFRVJSFE UIF TVQFSWJTJOH QSPWJEFS JT SFRVJSFE UP DMPTF CPUI
UIF FODPVOUFS SFWJFX EPDVNFOU BOE UIF FODPVOUFS 5IFTF UXP TUFQT NVTU CF DPN
QMFUFE JOEFQFOEFOUMZ CFDBVTF UIFSF DPVME CF DBTFT XIFSF UIF FODPVOUFS DBO
CF DMPTFE CVU UIF SFTJEFOU BOE TVQFSWJTJOH QSPWJEFS DPOUJOVF UP VTF UIF
FODPVOUFS SFWJFX EPDVNFOU UP DPNNVOJDBUF BCPVU UIF WJTJU PS UIF DBSF UIF SFT
JEFOU QSPWJEFE
 *G ZPV OFFE UP BDDFTT UIF FODPVOUFS SFWJFX EPDVNFOU MBUFS BUIFOBIFBMUI SFDPN
NFOET EJTQMBZJOH UIF FODPVOUFS BOE PQFOJOH UIF EPDVNFOU WJB UIF &ODPVOUFS
3FWJFX TFDUJPO PS TFBSDIJOH GPS UIF EPDVNFOU VTJOH UIF TFBSDI JDPO JO UIF
QBUJFOU CBOOFS

© 2015 athenahealth, Inc. All rights reserved. These materials constitute Confidential Business Information of athenahealth, Inc. subject
to the non-disclosure provisions of the Athenahealth Services Agreement, and are provided for the internal use of athenahealth cus-
tomers only.

1BHF  PG