Acknowledgements - Power2Practice

Acknowledgements

Page 2 of 134 User Guide

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Agreement

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Copyright Notice

Copyright © 2016 Power2Practice

Confidentiality and Proprietary Rights

This document is the confidential property of Power2Practice. It is furnished under an agreement with

Power2Practice and may only be used in accordance with the terms of that agreement. The use of this

document is restricted to customers of Power2Practice and their employees. The user of this document

agrees to protect the Power2Practice proprietary rights as expressed herein. The user further agrees not

to permit access to this document by any person for any purpose other than as an aid in the use of the

associated system. In no case will this document be examined for the purpose of copying any portion of

the system described herein or to design another system to accomplish similar results. This document or

portions of it may not be copied without written permission from Power2Practice. The information in

this document is subject to change without notice.



Contents

Objective ...........................................................................................................................................7

Workstation Requirements ................................................................................................................7

Security .............................................................................................................................................8

The Login Page ...................................................................................................................................9

The Home Page ................................................................................................................................ 10

Patients ................................................................................................................................................... 10

View the Patient List ........................................................................................................................... 10

Open the Patient’s Chart..................................................................................................................... 12

Add a New Patient .............................................................................................................................. 13

Update Patient Contact Information .................................................................................................. 17

Appointments ......................................................................................................................................... 18

Schedule an Appointment .................................................................................................................. 18

Check In and Check Out ...................................................................................................................... 22

View and Print Appointments ............................................................................................................. 25

Block a schedule .................................................................................................................................. 26

Cancel and No Show Appointments ................................................................................................... 27

Wait List .............................................................................................................................................. 28

View Appointment History.................................................................................................................. 29

View Multiple Schedules ..................................................................................................................... 31

Messaging ............................................................................................................................................... 32

View Messages .................................................................................................................................... 32

View Another User’s Messages ........................................................................................................... 34

View Patient Messages ....................................................................................................................... 34

Send a Secure Message ....................................................................................................................... 35

Tasking .................................................................................................................................................... 38

View Tasks ........................................................................................................................................... 38

View Another User’s Tasks .................................................................................................................. 40

View the Patient’s Tasks ..................................................................................................................... 41

Create a New Task............................................................................................................................... 42



Open Notes ............................................................................................................................................. 45

View Open Note Notifications ............................................................................................................ 45

Navigate to the Open Note ................................................................................................................. 45

View Open Notes for other providers and/or patients....................................................................... 47

The Patient Chart ............................................................................................................................. 48

The Patient Fly Out Menu ................................................................................................................... 48

Patient Summary..................................................................................................................................... 49

Summary Page .................................................................................................................................... 49

Diagnoses and Symptoms ....................................................................................................................... 56

Add a Diagnosis ................................................................................................................................... 56

Add a Historical Diagnosis ................................................................................................................... 57

Make a Historical Diagnosis Current ................................................................................................... 57

Add a Symptom ................................................................................................................................... 57

Notes ....................................................................................................................................................... 59

Enter Notes ......................................................................................................................................... 59

View Historical Notes .......................................................................................................................... 60

View Notes for a Specific Appointment Date ..................................................................................... 61

Print a Note ......................................................................................................................................... 61

Complete the Chart ............................................................................................................................. 62

Amend a Medical Note ....................................................................................................................... 65

Physical Exam and Vital Signs ................................................................................................................. 66

Enter Vital Signs .................................................................................................................................. 66

Conduct a Physical Exam ..................................................................................................................... 66

Medical History ....................................................................................................................................... 68

View Medical History .......................................................................................................................... 68

Enter Medical Hx ................................................................................................................................. 69

Results ..................................................................................................................................................... 70

View Lab Reports ................................................................................................................................ 70

View Discrete Lab Results Data ........................................................................................................... 70

Upload Lab Reports ............................................................................................................................. 71

Enter Lab Results ................................................................................................................................. 73



Outcome Measures ................................................................................................................................. 75

Outcome Measures ............................................................................................................................. 75

View Patient Questionnaire ................................................................................................................ 76

FitBit Integration ..................................................................................................................................... 77

View FitBit Data ................................................................................................................................... 77

Order Labs ............................................................................................................................................... 79

Order Lab Tests ................................................................................................................................... 79

Order Diagnostic Tests ............................................................................................................................ 82

Order a Diagnostic Test ....................................................................................................................... 82

Order Medications .................................................................................................................................. 86

Order Medications .............................................................................................................................. 86

Patient Modified Medications ............................................................................................................ 90

Save SIG ............................................................................................................................................... 90

Delete SIG ............................................................................................................................................ 91

Discontinue and Delete a Medication or Compound ......................................................................... 92

Order Compounds ................................................................................................................................... 93

Order Compounds ............................................................................................................................... 93

Order Vitamins and Supplements ........................................................................................................... 95

Ordering Vitamins and Supplements .................................................................................................. 95

Patient Modified Vitamins and Supplements ..................................................................................... 96

Discontinue and Delete a Vitamin/Supplement ................................................................................. 96

Order a Referral ...................................................................................................................................... 97

Order IV Therapy ..................................................................................................................................... 99

Order IV Therapy ................................................................................................................................. 99

Order Vaccinations ................................................................................................................................ 102

Administer Vaccinations ................................................................................................................... 102

Patient Documents ............................................................................................................................... 104

View, Delete, and Print Documents .................................................................................................. 104

Upload Documents ........................................................................................................................... 106

Change the Document Title .............................................................................................................. 108

Make Documents Private .................................................................................................................. 109



Billing ............................................................................................................................................ 110

How to Bill a Patient .......................................................................................................................... 110

Create an Invoice .............................................................................................................................. 113

Create and Submit an Electronic Claim ............................................................................................. 115

View, Add and Delete Patient Insurance Information ...................................................................... 118

View an Encounter Form, Invoice, and Claim Form .......................................................................... 120

View a Patient’s Balance ................................................................................................................... 122

Collect a Payment ............................................................................................................................. 124

Reports .......................................................................................................................................... 127

Running and Exporting a Report ....................................................................................................... 129

Report Icons ...................................................................................................................................... 131

Report Column Options .................................................................................................................... 132



Objective

The objective of this document is to walk you through the functionality of the application. Any

configuration and customization steps are not shown in this document. These will be reviewed with you

by your Implementation Specialist.

Workstation Requirements

Below you will find the minimum necessary requirements for your workstation:

Professional grade internet service with 25/10 Mbps download/upload speeds as a minimum

requirement for 1 to 3 users, but 75/15 Mbps service would be preferable for more than 3 users

in the office.

Professional grade laptops/desktops with a minimum of 4GB of RAM memory.

Recommended web browsers:

o Google Chrome

o Mozilla Firefox

o Microsoft Internet Explorer (IE)

o Microsoft Edge (For Windows 10 only)

Windows OS is preferred

JavaScript needs to be enabled on the browser used

Do not login from multiple browser tabs or browser windows concurrently

Using the back browser button is not recommended as it might result in undesirable behavior

Add the following to your “Trusted Sites”

o Live Environment: https://www.power2practice.net

o Patient Portal: https://www.power2patient.net

Enable pop-ups for our sites on all browsers utilized by the office

Ensure PDF viewer (Adobe Acrobat, or others) is installed

Not fully supported on mobile devices at this time

http://www.power2practice.net/

https://www.power2patient.net/



Security

Below you will find a list of most commonly asked questions about the security of the application:

Q. Is the application cloud based?

A. Yes, Power2Practice EMR is a cloud based application. This means the application can be

accessed anytime via the internet.

Q. Is your encryption HIPAA compliant?

A. Yes, our application is HIPAA compliant.

Q. What other measures are taken to ensure that my data is secure?

A. While data security and encryption are huge parts of data protection, we ensure that employees

require badges or security codes to enter our offices. Additionally, we have a company-wide

comprehensive security awareness program which requires each employee to annually be

educated and certified on data privacy and security.



The Login Page

To login to your Power2Practice account, navigate to www.power2practice.net

Enter your Username

Enter your Password

Click Sign In or simply hit Enter on your keyboard

Note: You have three (3) total attempts at logging in before your account is locked. When locked out,

reach out to your practice administrator to unlock your account.

http://www.power2practice.net/



The Home Page

Patients

View the Patient List

1. Login to your Power2Practice account. 2. Click Patient List. The list of all patients within your practice will appear here. 3. To filter the list of patients, click the drop-down menu under the “Search Patients” to select

criteria with which to narrow down your patient view:

All

Today’s Patients

My Patients

Recent Patients – These are patients seen within the span of past seven days or will be seen in the next seven days

Patients seen in the last 30 days

Patients to be seen in the next 30 days

Patients who have not been seen in the practice for 6 months



Note: You may also use the search field to type a specific patient’s (last or first) name. Additionally, you may click the Advanced Search option to search by patient diagnosis (ICD9, ICD10, or Diagnosis Name), Patient Billing ID, or the Patient’s Phone Number.

4. Click the Fly Out menu to the right of the patient’s name for a quick link to actionable patient activities:



Open the Patient’s Chart

1. Click on the patient’s name to bring up some quick information about the patient. Click the small file folder icon to open the patient’s chart.



Add a New Patient

1. Type a patient name into the Search bar at the top of the screen to see if they already exist. If they don’t, then click the +New Patient link from the drop-down menu.

2. Enter patient data. The minimum data required for this window are:

First Name

Last Name

E-mail Address

Mobile Phone

Date of Birth

Gender

Login Info o Username o Password o Repeat Password

Note: For use of patient portal, enter Login information. Assign the patient a user name equivalent to his or her email address, which assures you a completely unique ID. Keep in mind that once you assign a user ID, only your Power2Practice representative can change it. For passwords, make sure each has a minimum of eight characters, including at least one lower case character and one number (i.e. “welcome1”).





3. Check Approved next to the E-mail Address if the patient has approved your practice to send

them notifications if there are any messages, results, or appointment reminders for them within the patient portal.

4. Check Approved next to the Mobile Phone if you would like the patient’s mobile phone number to appear in the summary page and the patient quick view.

5. If you would like the patient to receive an Appointment Reminder via their e-mail, select E-mail in the Appointment Reminder Via drop down field.

6. If the patient was referred to the practice complete the Referred By field. 7. Expand the optional Emergency Contact section to fill in as desired. 8. Add any Notes about the patient as needed. 9. Add the Patient’s Preferred Pharmacy as needed. Start entering the name of the pharmacy and

select the desired pharmacy. You can also search by the city, state, zip, phone # or fax # a. If the patient’s desired pharmacy doesn’t exist, click the Add Pharmacy button to enter

a new pharmacy. Enter the name, and the fax number of the pharmacy 10. To add the patient’s photo, click Choose Photo. Select an image file from your local directory. 11. If you would like to remove the photo, click Delete Photo. 12. To print the patient’s demographic sheet, click Generate Demographic 13. Click the Save button when the new patient record is complete. You are automatically returned

to your home screen. 14. The new patient appears in the Patient List panel on the left. Patients appear in alphabetical

order by last name

Note: The patient will receive a Get Started registration e-mail to Patient Portal upon creation, as shown below. They will have 48 hours to register before the link expires.





Update Patient Contact Information

Although patients are able to input and maintain their contact information through their secure Power2Patient portal, you and your team also have the ability to update patient contact information through their records in Power2Practice.

1. Click the patient name from the Patient List panel on the Home screen, or from anywhere within the patient’s chart.

2. Click Contact Info from the fly-out menu.

3. The Patient Contact Info window appears. Update the patient record as desired. 4. Click Save.

Note: You will now notice the Resend Email button appear at the bottom left of the patient’s contact info screen. This allows you to resend the patient portal registration e-mail to the patient’s e-mail address which was captured.



Appointments

Schedule an Appointment

1. Click the Calendar tab on the home page. 2. Maneuver between dates using the date arrow keys. 3. Ensure to select the provider whose calendar you’d like to schedule an appointment for. 4. Click on the corresponding day and time on the calendar grid to open the Appointment window.



5. Enter the patient Name. Note that when you start typing into the Name field, the field auto populates with current patient names.

6. Select the Appt Type. This will affect the length of the visit, and the color of the appointment in the calendar screen. These can be configured by your practice admin.

7. Choose Appt Status. You will need to select “Check-In” when the patient has arrived, to be able to choose any other statuses.

8. Adjust privacy settings using the Public or Private radio buttons. All of the information associated with a public-set appointment, including notes and patient name, is available to be viewed by any Power2Practice users at your practice. Appointments that are set as private will only show as blocked space on your calendar for the time period set in the appointment; nothing else will be visible by any other user.

9. Enter To See. This menu auto-populates with the name of the current practitioner the patient is assigned to. There are two options to override this. You may enter a different physician name in this Appointment window, which is optimal for one-time only changes, such as when a physician is filling in for the current doctor on leave. If the patient is being permanently switched to a new physician, make the change in the Assigned To field of the patient Contact Info page. Once you save this change, the updated physician will appear on any newly schedule appointments.



10. Select the Office where you’d like this patient to be seen. 11. Select a Resource if you’d like this patient to also be seen by a resource at this time. 12. Edit and review the Date and Time as needed. 13. If you would like reschedule this appointment, click the Reschedule button. 14. To make this a recurring appointment, click Add Recurrence. 15. Enter Notes as needed. 16. Appointment Confirmed can be manually checked. It will automatically be checked if the

patient has confirmed their appointment within the patient portal. 17. Questionnaire Completed can be manually checked. It will automatically be checked if the

patient has completed their questionnaire within the patient portal. 18. Tests completed and Other can be manually checked and used by the practice as desired 19. Click Save.

Note: The patient will receive an Appointment Reminder if they have approved their e-mail address and setup appointment reminders via to e-mail.



Note: To Resend the reminder, single click the appointment to open up the appointment window. You will now see a Re-Send link that you can click to resend the appointment reminder to the patient.



Check In and Check Out

1. Navigate to the Today tab of the Home Page.

2. Choose Check In from the Visit Status drop down associated to the patient you wish to check in.

3. The appointment color will change in the Today view and the same color will be outlined on the

Calendar screen.

4. The Appt Status can also be changed by opening the patient appointment.

Note: The color of the appointment will change based on which status is chosen. The colors

associated with the Visit Status can be customized in the Practice Admin account.



5. There is an Alert Notification, an orange circle indicating how many patients have been checked

in, that can be turned on by the practice admin. If the provider hovers over this alert, they will

see which patients, scheduled to see them, have checked in.

Note: The Alert Notification will only be displayed to the provider scheduled to see that patient.



6. Once the patient is checked in, the Visit Status can be changed. The practice admin can also add

other status options, for example, “Ready for IV” or “Ready for Provider”.

7. To check a patient out, choose Check Out from the Visit Status drop down box. The

appointment will change to the color selected by the practice admin, and the length of the

appointment will be displayed in the Duration column.

Note: You can however over the Duration column to view the duration of each of the different

statuses the patient was in, during the office visit.



View and Print Appointments

1. Click the Today, Day, Week, or Month buttons to toggle between the view on the calendar.

2. Click the small printer icon in the top-right of the calendar to open a printable page of the calendar appointments. If you have the calendar view showing one day, your report will print with all of the appointments for that day. If the calendar view is set for the week, you’ll have a print out of the appointments for that week.

Note: Ensure to enable pop-ups to ensure this functionality works properly. If you click the printer icon and nothing happens, check your browser pop-up settings.



Block a schedule

1. Click the icon shown below to block a portion of your schedule. Your staff will not be able to

schedule any appointments during the blocked hours.

2. To delete the blocked hours, click on the blocked hours within your schedule and click Delete.



Cancel and No Show Appointments

1. Click on the appointment on the schedule you would like to note as a cancellation or a no show

2. The appointment window appears

3. Check Cancel to cancel the appointment

4. Check No Show to mark this appointment as a no show

5. Click Save

6. The patient will now display under the No Show/Cancellation list under the Home Page



Wait List

1. To add a patient to the wait list, create an appointment for the patient

2. The Appointment window appears

3. Change the Date to the day this patient would like to be wait-listed for

4. Check Wait List to add this patient to the Wait List

5. Click Save

6. The Wait List tab will now be highlighted in red



View Appointment History

1. Select a Patient

2. Navigate to the Fly Out Menu

3. Click Appointment History

4. The default View will be Recent Appointments

5. Hit the View drop down to view other options shown below



6. You can Delete any future appointments by clicking the trash icon

7. You can update any appointments to be Cancel and/or No Show by clicking the corresponding

checkbox



View Multiple Schedules

1. Navigate to the Calendar

2. On the right hand side of your screen, select the providers or resources whose scheduled you’d

like to view

3. Once the green check mark has been placed next to the provider or resource name, their

schedule will appear under the Calendar view

Note: There is no restriction as to how many schedules you can view; however, after checking three

providers or resources, a scroll bar will appear at the bottom of the screen.



Messaging

Power2Practice makes messaging quick, safe, private, and convenient, with everything accessible from your HIPAA-compliant messaging center. The venues of communication in Power2Practice are:

Physician-to-Patient

Physician-to-Staff

Patient-to-Physician

Staff-to-Physician

Patient-to-Staff

Staff-to-Staff

Physician-to-Physician

View Messages

By default, the Power2Practice software will show you the messages for everyone at your practice with a Power2Practice account. The Messaging portal is on the left side of the Home Page. A gray circle informs you of any unread messages. You can click the Unread Messages link to view them. You can also get to your messages by clicking the 3 bar menu icon to the right of your name in the top-right corner of the work area.



Toggle the drop-down menu to the left of New Message to sort messages.

a. Options are Inbox, Sent Messages, Deleted Messages, and Unread Messages.

Note: Unread messages appear in bold.

2. Search messages by typing specific terms into the search field 3. To return to the general list of messages, highlight what you just typed and press the Backspace

or Delete key.

4. To delete a message, click the trash can icon 5. To View a message, click the hyperlinked subject line 6. Click the Reply or Forward buttons to interact with this message. Click the Delete button to

delete the message, or click the Cancel button to close out of the message. You may also click the “X” in the top-right corner to close the message, and click the trash can icon on the main message screen to delete a message.



View Another User’s Messages

1. Navigate to Messages 2. Click the View for: value and select “HCP or Officer User” 3. Type the name of another user from your practice into the corresponding box next to the View

for field and that user’s messages appear:

4. Click the hyperlinked subject line to open and read the message.

Note: The subject line is the first line and the only way to open the message. The message preview line is the second line, and you cannot click it to open the message.

View Patient Messages

1. Navigate to Messages

2. Click the View for: value and select “Patient” 3. Type the name of the patient within your practice into the corresponding box next to the View

for field and that patient’s messages appear:



Send a Secure Message

1. Click New Message from the Home Page

Navigation Tip: There are many other ways to send a message from within the application. The screenshots below display the other ways to achieve this.

a. The Messages sidebar on the home screen

b. My Messages in my user FlyOut Menu

c. The Patient FlyOut menu Message item

d. The Messages area of the Home Screen Notifications section



2. Type the name of the patient into the To field. Patient names will auto-populate and must be selected from the drop down menu.

Note: This message feature is solely to send secure messages through Power2Practice between two users. You may use this feature to send messages to other staff users within the practice or to patients for reading in their Power2Patient portals. Type a subject line, then type into the main text box.

3. Click the Send button. You are returned to the main Messages screen, which shows the message you just sent at the top of the list.



4. Use the sorting buttons on the main Messages window to customize how your window displays, such as sorting by sender, date received, and subject line.

Note: For security reasons, all messages are maintained within the Power2Practice and Power2Patient systems. Users must log into their Power2Practice account, and patients within their Power2Patient account to view whether they have a new message. Messages cannot be forwarded to regular email accounts.



Tasking

With Power2Practice you can assign, work on, and complete tasks. Tasks are always regarding a patient and assigned to a user.

View Tasks

1. Review the Tasks area on the home page. A gray circle with a number informs you of undone tasks not yet overdue. An orange circle with a number informs you of any undone tasks that are overdue.

Note: There are four task types available, as seen below. Refill task types can be initiated by a patient through their patient portal. Test Results task types are mostly used when Lab results for patients have arrived from a lab company you have integrated with.

2. Click the arrow corresponding to each task type to expand patient task information

3. Hover over the patient name to view details



4. Hover over the checkbox to the left of the patient name to change the status. Click on the

appropriate status to update the task.

5. Click any of the hyperlinked task names (Call, Refill, Test Results, Other) to open the main task window, showing all tasks assigned to you

Note: Tasks or Messages highlighted orange mean that the respective item is past it’s due date.

6. Toggle the drop-down menu to the left of New Task to sort messages. a. Options are Today Tasks, Overdue, Open Tasks, This Week Tasks, and Closed Tasks



7. Click a patient Name to open and view the task. On this screen, you can view patient information, Reply to the task, and extend a task’s due date. To navigate to the patient’s chart, click the Patient Chart folder icon. Click the Save button after you’ve reviewed and/or changed the task, which returns you to the main Tasks screen. Click the “X” to close the Task window without making any changes.

View Another User’s Tasks

1. Navigate to Tasks 2. Click the View for: value and select “HCP or Officer User” 3. Type the name of another user from your practice into the corresponding box next to the View

for field and that user’s tasks appear:



View the Patient’s Tasks

1. Navigate to Tasks

2. Click the View for: value and select “Patient” 3. Type the name of the patient within your practice into the corresponding box next to the View

for field and that patient’s tasks appear:



Create a New Task

1. Click the New Task button on the Tasks screen.

2. Type the name of the person to which the task pertains in the Name field. In most cases, this will be a patient name. For example, if the task is assigning a staff member to call a patient, type the patient name in the Name field. Patient demographic information will populate below the Name field for verification purposes.

3. If this is an urgent task, and you’d like the task recipient to have a visual of that, check High Priority



Note: Tasks or Messages marked as High Priority will have a red exclamation mark next to them as shown below.

4. Enter the task information. The minimum required fields are Name, Assigned To, and Notes. a. The Notes field requires a minimum of at least one character

Note: Tasks may only be assigned to a staff member with a Power2Practice account. You will not be able to submit the form without completing all asterisked (*) fields.

5. Click the Save button to return the user to Tasks view, with the new task at the top of the list.

Note: For security reasons, all tasks are maintained within the Power2Practice system. Users must log into their Power2Practice or Power2Patient accounts to view whether they have a new task. Tasks cannot be forwarded to regular email accounts, and there is no alert system to inform users that a task has been assigned.

Navigation Tip: There are many other ways to send a task from within the application. The screenshots below display the other ways to achieve this:

a. Select + New Task from the Tasks menu



b. From your user Fly Out menu, select My Tasks

c. On the Homepage and from the Notifications section, select Tasks



Open Notes

View Open Note Notifications

1. Login to Power2Practice

2. Once logged in, you will be on the Home Page

3. In the bottom left corner, you will find the Open Notes section

4. If there is a number next to Open/Active notes and the section is highlighted orange, it

represents the number of open notes you have for your patients

5. Click on the carrot icon to display a list of patients with open notes

Navigate to the Open Note

6. To navigate to the list of Open Notes, either click on:

a. The Open/Active Notes in the Open Notes section

b. Open Notes option under the 3 bar menu – Admin – Open Notes List

7. Under the Open Note section, click on the Patient Name to open the note

8. To easily go to the open note, click on the Name of the note.





View Open Notes for other providers and/or patients

1. Within the Open Notes section, click on the drop down next to View for:

a. Select HCP or Office User and enter that provider’s name to find open notes for that

provider

b. Select Patient and enter the patient name to find open notes for that patient



The Patient Chart

The Patient Fly Out Menu

To the right of the patient’s name on the Patient List screen, as well as several other screens throughout Power2Practice, is a Fly Out menu.

From this menu, you can move quickly to perform tasks specific to this patient including:

Navigate to the patient’s chart

Send a secure message

Enter Lab Results

View a list of previous and upcoming appointments

View patient medication and compound history

View patient vitamin and supplement history

View tasks

View messages

View historical note(s)

View and edit contact information

View all patient documents including notes, insurance information, encounter forms, and

invoices



Patient Summary

Summary Page

The summary page of the patient’s chart provides an overall view into the patient’s health. You can

easily view their:

Demographic Information



Sticky Notes

Note: Sticky notes are used as personal reminders about the patient that assist in building a

relationship with the patient. They do not appear in the patient portal, and are private to the logged

in user.

Allergies

1. To add/edit an allergy, click on either Drug Allergies or Other Allergies on the home page

2. You will be navigated to the Medical Profile of the patient. This is the same screen the patient

can navigate through the patient portal.

3. Select Yes next to an allergy you’d like to add to a patient’s chart

4. If you cannot find the allergy listed, click the Add Allergy button

5. Once added, click Save

6. Click Patient Chart to return to the patient’s chart within the Power2Practice application



Recent Notes



Note: Recent notes display the most recent notes by date first. To view more details about a note,

hover over the text of the note and observe the popup view of the note.

Current Diagnosis

Current Medications (and Compounds)

Current Supplements (and Vitamins)

Notifications



Note: Notifications are stored only until you complete the patient chart. In the example above, were

you to complete the patient chart, the Documents notification would revert to zero. Because of this,

it’s always a good idea to make it a practice of checking notifications before you complete the chart.

Next Appointment

Important! Notes

1. To add a new item under this section, click the pen icon located on the bottom right hand

corner of this section

2. Once complete, click Save

Note: The Important! Notes section offers a space where you can store information you’ll want to

see every time you encounter this patient. This may be reminders to yourself, such as “Patient

tested positive for the MTHFR mutations X2,” or notes to follow up on for a future visit, such as

“Began a Paleo diet.” This is the only section where these notes will appear. They will not appear in

the patient portal and will not appear on any patient documents.

Quick Note

Note: The quick note can be accessed from the summary page, and any other page within the

patient’s chart utilizing the icon next to the Current Diagnosis section. Any of your customized note

templates can be accessed through the quick note.



Ordering and Complete Chart



Note: The Ordering menu will allow you to order labs, diagnostics, meds, compounds, vitamins,

supplements, referrals, IV Therapies, and vaccinations. This menu along with the Complete Chart

button will be accessible anywhere within the patient’s chart.



Diagnoses and Symptoms

Add a Diagnosis

1. Select a Patient 2. Click Dx to navigate to the Current Diagnosis page

3. Add a new diagnosis by typing into the field near the top of the screen. You can also type the diagnosis code (ICD9 or ICD10). The new diagnosis is automatically added to the top of the list

4. Click to add any notes about the diagnosis. These will be saved by date and can be brought into the note section by clicking copy forward

5. Click Save 6. Click Return to Current Diagnosis to return to the diagnosis screen



Add a Historical Diagnosis

1. Archive a diagnosis from the Current Diagnosis section by clicking into the Date Removed field and selecting the date of removal.

2. The diagnosis will move into the Historical Diagnosis section.

Make a Historical Diagnosis Current

1. Navigate to the bottom of the Dx screen

2. Check Make Current to move the diagnosis from Historical to Current

3. Click Save

Add a Symptom

1. Select a Patient 2. Click Dx to navigate to the Diagnosis page

3. Add a new symptom by typing into the field near the top of the screen. The Symptom is automatically added to the top of the list

4. Click to add any notes about the symptom. These will be saved by date and can be brought into the note section by clicking copy forward

5. Click Save 6. Click Return to Current Diagnosis to return to the diagnosis screen





Notes

Enter Notes

There are several areas where you can record notes in a patient chart. The section(s) you use will depend on your preferences and what you want to record for each patient.

1. Select a Patient

2. Click Notes to navigate to the Notes page

3. The default radio button will be set to Current

4. Type in the name of note you’d like to create

5. Document your note in the text box below

6. Check Include in Medical Note if you’d like this note to be included within the “notes” section of

the Medical Note. This will be checked by default for all notes, unless configured differently by

your practice

7. Check Visible in Patient Portal if you’d like this note to be visible by the patient in their patient

portal. This will be unchecked by default for all notes, unless configured differently by your

practice

8. Click Copy All Notes to Current Appointment if you’d like notes from the last appointment to

copy over to your current appointment notes

9. Format your notes as needed utilizing the Rich Text Editor bar



10. To add another note, click New Note

Note: Each note will auto-save after 5 seconds. To manually save the note, click anywhere in the

gray area outside the notes text box

View Historical Notes

1. Select a Patient

2. Click the Notes tab to navigate to the Notes page

3. Click the radio button next to Historical

4. Select the time frame of historical notes you’d like to view

5. The default is Last 12 months



View Notes for a Specific Appointment Date

1. Select a Patient

2. Click Notes to navigate to the Notes page

3. Click the radio button next to For Specific Appointment Date

4. Select the appointment date for the notes you’d like to view

5. The default date will be the last appointment

Print a Note

1. Select a Patient

2. Click on the Notes tab

3. Document within the note, and once complete, click Print at the bottom right hand corner of

the Notes screen

4. This will bring up the Choose Notes to Print window

5. Check the box next to the notes you would like printed and click Print



Complete the Chart

1. Select a Patient

2. Navigate to the Patient Chart

3. Click on the Notes tab

4. Upon completion of entering notes data, click Complete Chart

5. The Lock Chart window will pop up

6. You will now have the following options:

a. Generate Note Only

b. Generate Medical Note

c. Generate Separate Note and Medical Note

7. Check one of the three options and click Proceed

8. If you selected Generate Medical Note or Generate Separate Note and Medical Note, the

Medical Note inclusion window will appear

9. Check any of the sections you would like included, or uncheck any sections you would like

excluded from your Medical Note



10. Click Complete to generate the Medical note in a PDF format

11. Click Edit & Print to edit any items from the medical note

12. Once you have completed any edits, click Complete to generate the Medical Note

Note: If you are completing the chart at a later date, and would like to input the accurate

appointment date, the Appointment Date field can be edited from the Edit and Print functions of

the Medical Note.





Amend a Medical Note

1. Select a Patient

2. Click the Fly Out Menu

3. Select Medical Note History

4. Click the Edit icon next to the Medical Note you’d like to amend

5. Make Edits as needed

6. Click Save and Print when complete with the changes

7. You will now notice that the version of the note has changed from v1 to v2

Note: The version number of the Medical Note will increment based on the number of times it has

been amended.



Physical Exam and Vital Signs

Enter Vital Signs

1. Select a Patient

2. Navigate to Exam

3. Enter Vital Signs

Conduct a Physical Exam

1. Select a Patient 2. Click the Exam link on quick access bar of the patient’s chart to open the Physical Exam window. 3. Note the Expand All and Collapse All options and be sure to scroll through the entire window’s

contents.

4. Select True or False for any of the statements. If you would like to label the whole section as true or false, select the radio button right below each of the respective values.

5. Once you have one abnormal result for a section, the entire section is labeled as Abnormal.



6. Type notes information into the Normal and Abnormal boxes to the right of each section as desired. Notes are optional, and the system will label your note with the date recorded. You can also select the No Change check box to indicate there has been no change since the last exam.

7. Click the Save button to record the exam information. Changes are updated on the patient chart and the Medical note (if this section is checked in the Medical Note Inclusion Preferences).



Medical History

View Medical History

1. Select a Patient 2. Navigate to Medical Hx

3. To print a copy of the Medical History, click the Patient History Report button



Enter Medical Hx

1. Select a Patient 2. Navigate to Medical Hx

3. To edit any of the Medical history sections, click on any of them. In this example, we have

clicked on Family History

4. You will be navigated to that history section within the patient questionnaire to edit

5. Once changes have been made, navigate to other sections as needed, or click Save

6. Click Patient Chart to return to the patient’s chart



Results

View Lab Reports

1. Select a Patient

2. Click the Lab Results tab

3. You will be taken to the default tab of Lab Reports where you can view your lab result

documents

4. To search for a Lab Report, enter the title of the lab report under the Search for Title search box

5. To View, click on the title of the lab report

View Discrete Lab Results Data

1. Select a Patient

2. Click the Lab Results tab

3. Click the Discrete Data tab and you will now be able to view the discrete lab results data

4. To search for lab results data, enter the name of the test result in the Search Lab Results search

box



Upload Lab Reports

1. Select a Patient


3. Select Documents

4. Click Upload

5. Enter a Title. The Title can be changed at a later time by single clicking the title.

6. Select Uploaded Test Result for Doc Type

7. Enter an Appt Date

8. Click Browse and find the file saved within your computer that you would like uploaded. Only

PDF documents are supported at this time

9. Once complete, click Upload





Enter Lab Results

1. Select a Patient


3. Click Lab Results Entry

4. Select a Lab Company

5. Enter the Collection Date

6. Enter result values as desired

7. Once complete, click Save



Note: Only Pending Labs will automatically appear here. To add a result for a new lab that has not been ordered, search for a lab test in the Search Lab Tests search bar, noted above the Collection Date. Additionally, to enter past Vital Signs, select the value of Vital Signs as the Lab Company, and search for each individual vital sign value you’d like to add a value for, such as “BP”, or “Heart Rate”.



Outcome Measures

Outcome Measures

1. Select a Patient

2. Navigate to the Outcome Measures tab

3. Click on any of the Lifestyle measures to view or edit the answers for today’s visit

4. In this example, we clicked on Nutrition

5. Once you have answered these questions, click Save

Note: The score and color of the bar will change based on the answers. The lower the score, the

better the patient is doing with that lifestyle measure.



View Patient Questionnaire

1. Select a Patient

2. Navigate to the Outcome Measures tab

3. Click Questionnaire Pages



FitBit Integration

Within Power2Practice, you now have the ability to track your patients’ sleep and steps. Their FitBit can

now be integrated into the Power2Patient portal giving you the ability to view this data.

View FitBit Data

1. Select a Patient

2. You will now see the Fitbit Activity link in the patient’s summary page

Note: You will only see this link if the patient has linked their Fitbit to the Power2Patient portal.



3. To view the Fitbit data, click on Fitbit Activity or click on the Outcome Measures tab



Order Labs

Order Lab Tests

1. Select a Patient 2. Click Lab Test to navigate to the Lab Ordering screen

3. Under the Lab Company, select the processing lab company from the drop-down menu

4. Click in the Date to Draw box and enter the expected draw date. Today’s date will automatically

default in this field.

5. Select the Bill to value according to your practice workflow

6. Search and Select the checkbox next to the Lab Tests you’d like to order

7. Enter Comments as needed

8. Click Order to place this lab test. The requisition will be generated with a requisition number

and be placed in the Pending Lab Orders section. This order will also reside in the patient

Documents section.

9. Click Save if you’d like to place this order in the future. This will place the Labs under the

Pending Lab Orders section without a requisition.





Note: All diagnoses listed under the current diagnoses section will automatically link to this Lab

Order. Uncheck any diagnosis to unlink it from the lab order.



Order Diagnostic Tests

Order a Diagnostic Test

1. Select a Patient 2. Click Diagnostic Test to navigate to the Diagnostic Test ordering screen

3. Under Find Test, type in the CPT4 Code, or the name of test



4. The field will auto-populate the test name. Click the test and it appears at the top of the

Pending Tests section. If desired, type into the Notes section. If you select the wrong test, uncheck the box to the left of the test name in the Pending Tests section to delete it from the list.

5. Select from the Bill to drop-down menu whether to bill the patient or the practice. 6. Click the Save button to store the test and return to the patient chart. This new test will appear

on the patient’s chart.

Note: Clicking Save does not order the test.

7. Click the Order button to begin the process of ordering the test(s). This opens the Order Diagnostic Tests window.

8. Verify the information shown, and click the Order. The order will be generated and also reside in the patient Documents section.





Note: All diagnoses listed under the current diagnoses section will automatically link to this

Diagnostic Test Order. Uncheck any diagnosis on the ordering screen to unlink it from the lab order.



Order Medications

Order Medications

1. Select a Patient 2. Click Medication to navigate to the Medication/Compounds ordering screen

3. Enter the Name of the Medication

4. Enter the End Date as necessary. This is the date the medication will no longer appear in your

“Current Medications” view



5. Click Build SIG or Free text a SIG

6. Enter the appropriate values in each drop down. None of the drop downs are required fields.

Click Set.

7. Upon clicking Set, the Build SIG tool disappears, and the translated SIG appears in the SIG

section



8. Enter the Quantity and Days Supply

9. Enter a value under Refill

10. Check DAW if needed. This stands for Dispense As Written.

11. Select one of the fulfillment options

12. Enter Notes to Pharmacist as needed

13. Click Save

14. Once you have completed ordering all the medications you’d like to prescribe, click

15. Review and make any changes as needed to the pharmacy, or the delivery method

16. Once complete, click Order





Patient Modified Medications

1. Select a Patient

2. Click to navigate to the Medication/Compounds ordering screen

3. The “Patient Modified Medications” section will expand by default if there is a medication or

compound that was added/modified by the patient within their patient portal

4. Click the checkbox next to Medication if you would like to select all medications. Otherwise,

select the individual medications/compounds

5. Click Accept Checked to accept the checked medications/compounds

6. Click Reject Checked to reject the checked medications/compounds

Save SIG

1. Upon clicking Save for a medication and SIG combination for the first time, you will receive the

Save Confirm box

2. Click Yes if you would like to save this SIG to be easily selected for this exact medication or

compound as part of your user profile

3. Click No if you would not like to save this SIG to be easily selected at a later time for this exact

medication or compound as part of your user profile



Delete SIG

1. With a medication under context, click the icon to bring up the saved SIGs for this

medication

2. Click the trash icon next to the SIG you want to delete

3. The saved SIG will now be deleted



Discontinue and Delete a Medication or Compound

1. Select a Patient

2. Click to navigate to the Medication Screen and click Medication History

3. Or, Navigate to the patient fly-out menu, and click Medication History

4. Click to Discontinue the med/compound

5. Click to Delete the med/compound



Order Compounds

Order Compounds

1. Select a Patient 2. Click Medication to navigate to the Medication/Compounds ordering screen

3. Select Compound from the “Details” drop down menu

4. Search for a saved compound, or an ingredient you’d like to add within the Search Name or

Ingredients area

5. If you’d like to add another ingredient, click the +Add button under the Dosing options

6. Enter the End Date as necessary. This is the date the medication will no longer appear in your

“Current Medications” view

7. Click Build SIG or Free text a SIG

8. Enter the appropriate values in each drop down. None of the drop downs are required fields.

Click Set.

9. Enter the Quantity and Days Supply

10. Enter a value under Refill

11. Check DAW if needed. This stands for Dispense As Written.

12. Select one of the fulfillment options

13. Click Save as Practice Compound and enter a name. You can use this name to pull in this

compound on subsequent orders for any patient within your practice.

14. Enter Notes to Pharmacist as needed

15. Click Save

16. Once you have completed ordering all the compounds you’d like to prescribe, click

17. Review and make any changes as needed to the pharmacy, or the delivery method

18. Once complete, click Order





Order Vitamins and Supplements

Ordering Vitamins and Supplements

1. Select a Patient 2. Click Vitamin/Supplement to navigate to the Vitamin/Supplement ordering screen

3. Enter the Brand of the type of vitamin/supplement you’d like to order

4. Enter the Product name

5. Click on the name of the product. It now appears in the Pending Order section

6. Enter Instructions as needed

7. Click Save

Note: If you don’t know the brand of vitamin/supplement, directly enter the product name in the

product field to search for the vitamin/supplement. If you do not see the product, hit the Enter key



on your keyboard to add it to the patient’s chart. Additionally, you can e-mail practice support if

you’d like us to add this new item to your vitamin/supplement dictionary.

Patient Modified Vitamins and Supplements

1. Select a Patient

2. Click to navigate to the Vitamin/Supplement ordering screen

3. The “Patient Modified Supplements” section will expand by default if there is a vitamin or

supplement that was added/modified by the patient within their patient portal

4. Click the checkbox next to Vitamin/Supplement if you would like to select all vitamins and

supplements. Otherwise, select the individual vitamins/supplements

5. Click Accept Checked to accept the checked vitamins/supplements

6. Click Reject Checked to reject the checked vitamins/supplements

Discontinue and Delete a Vitamin/Supplement

1. Select a Patient

2. Click to navigate to the Vitamin/Supplement ordering screen and click

Supplement History

3. Or, Navigate to the patient fly-out menu, and click Supplement History

4. Click to Discontinue the vitamin/supplement

5. Click to Delete the vitamin/supplement



Order a Referral

1. Select a Patient

2. Click Referral to navigate to the Referral ordering screen

3. Start typing the name of the provider to whom you are referring in the New Referral field. The

system will attempt to auto-populate the field based on your non-patient contact list

4. Select an Expiration date for the referral (required) and the number of visits (optional) suggested for the referral

5. Enter Consultation Details (required). 6. Click Save and Print

Note: Ordering a referral does not electronically transmit the referral or make any appointments or arrangements on the patient’s behalf. It only generates a referral page to print for the patient, and for your record, under Referral History.





Order IV Therapy

Order IV Therapy

1. Select a Patient 2. Click IV Therapy & Vaccinations to navigate to the IV Therapy & Vaccinations ordering screen

3. Enter the Name of your IV Therapy

4. Check the Save as Practice IV if you’d like to order this IV for another patient within your

practice

5. Enter the Pre-Infusion details

6. Enter the Ingredients under the Inspection section

7. Complete the Upon Removal sections as needed

8. Click Save. This will generate a IV Therapy Summary of Appointment







Order Vaccinations

Administer Vaccinations

1. Select a Patient 2. Click IV Therapy & Vaccinations to navigate to the IV Therapy & Vaccinations ordering screen

3. Select Vaccinations under the details drop down

4. Enter the Name of the vaccination

5. To save this vaccination so that it can be ordered again for any patient in the practice, check

Save as Practice Vaccination

6. Enter the details in the areas that are required.

7. Click Save. This will generate a Vaccination Summary of Appointment.





Patient Documents

View, Delete, and Print Documents

Note: Make sure your printer is connected, turned on, and filled with paper (for printing documents), and that pop-ups are enabled within your browser (for viewing documents).

1. Select a Patient

2. Click the Fly Out Menu

3. Click Documents

4. Click View to view the type of documents available in the patient’s chart. This is optional and helpful when the patient’s list of documents is long.



5. To Delete, click on the trash icon located all the way to the right side of the document you’d like to delete from the patient’s chart. Once deleted, a document cannot be restored.

6. Click the name of the document, under Document Type to open it in a new tab or window of your computer browser. Scroll through the pages if desired

7. Send the file to your printer through the File menu or Print button on the toolbar or use the print function at the top of the pop-up window’s screen



Upload Documents

1. Select a Patient


3. Select Documents

4. Click Upload

5. Enter a Title

6. Select Doc Type. Your options are:

a. Uploaded Other Patient Document

b. Uploaded Patient History

c. Uploaded Test Result

d. Uploaded Insurance Information

7. Enter an Appt Date

8. Click Browse and find the file saved within your computer that you would like uploaded. Only

PDF documents are supported at this time

9. Once complete, click Upload





Change the Document Title

1. Select a Patient

2. Navigate to the Patient Fly Out Menu

3. Select Documents

4. Find the document whose title you’d like changed, and single click in the Title area.

5. Change the title as needed, and click Enter on your keyboard



Make Documents Private

1. Select a Patient


3. Select Documents

4. Find the document needing to be marked private

5. Check the Private checkbox next to the title of the document



Billing

How to Bill a Patient

1. Select a Patient


3. Select Billing

4. You will be on the Encounter Forms page

5. Click New Encounter

6. The Diagnoses section should have associated ICD9 or ICD10 codes for diagnoses selected

during the patient appointment. You can change the order of the diagnoses by editing the

number under the Order heading within the section.

7. Select or manually enter Office Services CPT4 codes to bill for your visit.

8. Select or manually enter Office Procedure CPT4 codes as needed.

9. Select or manually enter Office Diagnostic Tests CPT4 codes as needed.

10. Select or manually enter Office Lab Tests CPT4 codes as needed.

11. Select or manually enter Office Medications CPT4 codes as needed.

12. Select or manually enter Office Vitamins and Supplements CPT4 codes as needed.



13. Enter any Notes as needed.

14. Click Complete and Print if you have added all the necessary codes. If you are not complete, but

would like to leave the screen and add more codes later, click Save.

Note: The checkmark icon next to the diagnoses codes indicates that this diagnosis is part of the

patient’s chart.





Create an Invoice

15. Upon completion of an Encounter Form which will be designated by a PDF icon, click Add under

Invoiced

16. This will bring up the Invoice Entry screen

17. Under Billing, select whether you’d like to Bill the patient’s insurance, or if this will be a Self-Pay

visit. Choose either Bill Insurance or Self Pay.

18. Ensure the Charges are correct under each line item

19. Add any Modifiers under M1 or M2 as needed

20. If you have selected Bill Insurance, ensure to check the Ins box next to the charges you’d like to

submit to the insurance company.



21. If the patient will pay during the visit, select a Payment Type. Your options are:

a. Cash

b. Credit Card

c. Check

22. Enter the payment amount under Add Payment

23. Enter any Notes about this payment as needed

24. Once the Total Charges look accurate, click Save

25. This will navigate you to the Invoice PDF



Create and Submit an Electronic Claim

1. Once the Invoice has been created, the Add button under Claim Form will activate

2. Click Add

3. Review and edit information in the CMS-1500 form as needed





4. To submit electronically, click Submit Electronic Claim

5. To print, select Print Background Image, and then Print Claim

6. To view the status of the electronic claim submission, click the Claim Status tab

7. Within the main patient billing screen, you will now see a PDF next to each item you completed

(Encounter Form, Invoice, Claim form)



View, Add and Delete Patient Insurance Information

1. Select a Patient


3. Select Billing

4. Click Insurance Info

5. To View, or Edit click on the name of the insurance

6. To add, click New Insurance



7. Enter all relevant information. Once complete, click Save

8. To delete, click the Delete button



View an Encounter Form, Invoice, and Claim Form

1. Select a Patient


3. Select Billing

4. To View encounter forms, click the view drop down. By default, you will view All

5. Once you have made your selection, click on the PDF icon for any of the billing item you’d

like to view (Encounter Form, Invoice, or Claim Form)





View a Patient’s Balance

1. Select a Patient


3. Select Billing

4. Click Patient Account, the patient’s current balance will be listed in the Balance column.

Note: The balance can also be viewed on the Summary Page of the patient’s chart and if an

appointment is scheduled, on the Appointment Dialog Box, as shown below.





Collect a Payment

1. From the Patient Account screen, click Add Payment button, located in the bottom left corner

of the screen.

2. In the Patient Payment screen enter the date the payment was collected, the payment amount,

and the payment type. Then click Save.



3. A Receipt of Payment will be generated, and the Payment will be added to the Patient Account

screen.



4. Click Generate Summary to print the information found on the Patient Account page.



Reports

Your application currently has fourteen built-in reports, which are listed below.

All Appointments in Last 120 Days

This report provides a list of all of the appointments that have occurred in the last 120 days. The

purpose of the report is to allow practices to perform various cross checks, including encounter forms,

invoices, claims, and paid invoices.

All Future Appointments

This report provides a list of all future appointments. The purpose of the report is

All Procedures

This report provides a list of all of the procedures that have been performed for all patients over the

past 120 days. The purpose of the report is to provide practices with the information to determine

which procedures that they do the most frequently.

Demographics of All Patients

This report provides demographic information for all patients. The purpose of the report is to provide

practices with data for all sorts of tracking and analysis needs, such as for marketing, or to update

financials, etc.

Diagnoses Report

This report provides a list of all current diagnoses for those patients who have one. The purpose of the

report is to help identify the types of health issues that the practice is encountering most frequently.

Faxed Report

This report provides a list of all prescriptions faxed out. The purpose of this report is to track the status

of prescriptions once they are faxed to the pharmacy. This will allow the practice to confirm the

pharmacy has received the prescription.

Outstanding Balances Report

This report provides a list of all patients who have an outstanding balance. This report can be generated

by a date range.



Patient Cancel/No Show

This report provides a list of all of the patients who have canceled or not shown up for an appointment

over the past 120 days. The purpose of the report is to allow practices to see which patients are

habitually canceling or not showing up for appointments.

Patient Wait List

This report provides a list of all of the patients who have been wait-listed for an appointment over the

past 120 days. The purpose of the report is to allow practices to see all patients who are currently on the

wait list.

Patients with Pending Labs

This report provides a list of all patients who currently have pending labs. The purpose of the report is to

allow providers to see those patients for whom they have ordered lab tests but no lab test results have

been received. Patient contact information is included so that providers can contact these patients to

remind them to go to the lab.

Patients’ Last Appointment Date

This report provides a list of the last appointment date for every patient, including those patients who

have never had an appointment. The purpose of the report is to determine which patients may be due

for an appointment.

Total Charges Invoiced

This report provides the last 120 days of invoices. The purpose of the report is to provide the

information necessary for practices to balance their books.

Total Payments Report

This report provides a list of all payments posted by user based on the payment type and a specified

date range.

Vitamin/Supplement List by Patient

This report provides a list of all of the vitamins/supplements that are currently prescribed to your

patients. The purpose of the report is to allow practices to determine which vitamins or supplements

they are selling the most, and identify which patients are due for reorders.



Running and Exporting a Report

1. Login as the Practice Admin

2. Under “My Account” click “Reports”

3. Click on the name of the report you’d like to run

4. The report will open in a new tab within the same window



5. Click the icon to be provided with export options

6. Click on the desired export option

7. Clicking on “PDF” will export the report in a new window. Exporting all other options will start

an automatic download of the report.



Report Icons

Icon Description

Undo. Used to undo the most recent change

Redo. Will redo the undo change

Undo all. Will undo all changes

Refresh. Will refresh the report

Export. Provides options to export the report

Zoom Out, Zoom In

Zoom Percentage

Search for a value within the report

Search Previous, Search Next



Report Column Options

To bring up the column options for the report, click on the header of any column. The following menu

appears:

Formatting the Column

1. To format the column values, click “Formatting…”

2. The following screen will appear:

3. Change the font type, size, style, color, or alignment here

a. The changes can be applied to the Column Header “Heading” or the Rows “Detail Rows”

b. The header “Heading text:” can also be changed here

4. For conditional formatting, click the “Conditional Formatting” tab and select the desired

operator and conditions



Hiding/Showing the Column

1. To hide a column, click “Hide column”

2. The column will disappear

3. To make the column reappear, click “Show columns” and select the column you’d like to

display, or select <All> to make all columns reappear.

Applying Filters to the Column

1. To filter a column, click the Filter option

2. Click “Show all rows” to view all rows

3. Click “Show only rows where” and select the desired option. Enter a corresponding value within

the text box adjacent to the operator values



Sorting Columns

To sort a column, click the ascending or descending icon

Changing Column Width

To change the width of a column, click and drag the icon below