New Features of eClinicalWorks EHR Version 12: A Cheat Sheet by Revele - Part 1 (2024)

New Features of eClinicalWorks EHR Version 12: A Cheat Sheet by Revele - Part 1 (1)eClinicalWorks Version 12 (eCW v12) is the latest in the line of Electronic Health Record (EHR) systems from eClinicalWorks. It is packed with features that make EHR-based patient care easier and more efficient. In this blog, we will explore the new features in eClinicalWorks EHR V12 and understand the benefits of upgrading to it.

Admin and Front Office Benefits in eClinicalWorks EHR Version 12

eClinicalWorks V12 includes several major changes and improvements that make it easier for front office staff to use the system and provide better patient care. Here are some of the major changes in eClinicalWorks V12:

  • Extending the Resource Schedule. A Practice Default setting will allow more than 10 providers/resources on the Resource Schedule... The change will show page arrows in the upper right corner.
    • Workflow: Practice Defaults > Performance Tab > Allows to select more than 10 Providers and Resources (only available on E platform).
  • Live editing of patient address and phone number. By default in V12, staff will be able to edit the patient's address and phone number from the appointment window via a pencil edit.
    • Workflow: Double-click into the appointment. Once a patient is selected, pencil icons will appear next to the address and number for edit capability.
  • Family Hub option. On the appointment window, a Family Hub option may be enabled in order to quickly access and edit the Family Hub.
    • Workflow: Practice Defaults > Options > Enable Family Hub Booking.
  • Out-of-office indicator. Providers and staff may be indicated as Out of Office, and a purple icon will appear next to their name to notify other staff members.
    • Workflow: Menu > Set out of office.
  • Well child indicator. By default, the last Well Child appointment and status will be listed on the appointment window, patient hub, demographics, and ICW/Right Chart Panel.
  • Address manager. On the patient demographics window, an Address Manager is listed by default to list the patient's previous and current addresses.

  • Print demographics. A default update gives staff the opportunity to select which sections of the patient demographics to print.
    • Workflow: Patient demographics > Options > Print Demographics > Select Sections > Print.

Provider and Nurse Benefits in eClinicalWorks Version 12

V12 offers workflow changes and upgrades to ease clicking and time documenting on patient charts. Here are some of the major changes for providers and nurses in eClinicalWorks V12:

  • Enc tab on ICW. An “Enc” (Encounters) tab displays on the ICW/Right Chart Panel of the progress note. The tab allows providers to see a patient's previous encounters without navigating to another window.
    • Workflow: Click on Enc on ICW/Right Chart Panel of progress notes. Select the encounter you wish to see. You will be able to view the encounter while continuing to work in the current progress note.
  • To Do tab on ICW. A “To Do” tab may be listed if enabled by the item key. Upon enabling, staff will be able to prep the visit with a list of “To Do” items for the patient.
  • Treatment Timeline. Users can view a Treatment Timeline for the patient via the Medical Summary dropdown (Hub or Progress Notes).
    • Workflow: Security Settings > Treatment Timeline item to enable for staff.
  • Tracking Orders. On the Progress Notes screen > bottom left next to send, a bubble with a number and color indicator appears by default. In clicking this number, orders and their status will display. For example, an injection ordered but not given will appear as a gray “1” whereas a completed injection will appear as a green “0”.
  • Treatment medications as a hyperlink. By default, medications are now hyperlinked from the progress note after being ordered. This allows users to click directly into the medication to make changes from the progress notes screen.
  • Smart Forms. In addition to the Opioid, PHQ-A (depression screening for pediatric patients), and PEG Scale Smart Forms, eCW now offers a SIBDQ and HBIQ Smart Form, available via request to eCW via a ticket.
  • Split Medication. A scenario may arise where a patient uses mail-order medication services, but a provider orders a medication for immediate use. The new V12 feature allows for the prescription to be split for immediate use and future mail order filling for cost savings. This feature is enabled by item key request per ticket to eCW.
  • Cancel compound medication. Users can now cancel compound medications. This feature is enabled by item key request per ticket to eCW.

Version 12 offers an array of usability features for all eClinicalWorks software users, including those highlighted above. If you are looking for an EHR system that can help you deliver better patient care, then eClinicalWorks Version 12 is worth considering. Request Revele's Free eClinicalWorks Software Database Review and Audit to learn more about eClinicalWorks V12.

Look for Revele's following post highlighting Administrative and Billing features in eClinicalWorks V12!

For Part 2 of eCW V12 Cheat Sheet, click HERE.

Get a free eClinicalWorks software database analysis by Revele's eCW Software Optimization Specialists to learn how to optimize eClinicalWorks features and workflows.

New Features of eClinicalWorks EHR Version 12: A Cheat Sheet by Revele - Part 1 (2)

New Features of eClinicalWorks EHR Version 12: A Cheat Sheet by Revele - Part 1 (2024)


What is the latest version of eClinicalWorks? ›

eClinicalWorks V12 is the world's first multidimensional EHR and is a quantum leap in EHR usability and flexibility. eClinicalWorks V12 brings providers, patients, and populations together through real-time cloud intelligence to change the delivery of care.

How do I know what version of eCW I have? ›

Go to the “Menu” tab on the top of eCW • Click “About eClinicalWorks,” see the example below.

What are smart notes in eCW? ›

Smart Notes are a critical way of communicating information about a patient's dental and sometimes medical healthcare using interactive and predefined notes. The notes are interactive and pre-written associated with a particular treatment that is completed with predefined multiple choices.

How to make dot phrases in eCW? ›

A. Create a Dot Phrase
  1. Click on Settings Gear in the top right corner.
  2. Click on clinical documentation.
  3. Click on dot phrases.
  4. Click Add in the top right.
  5. Give your phrase a Dot(.) Phrase. For example "general". ...
  6. Enter the description of the phrase. This is the text that will be pulled when you summon the dot phrase.

What are the jelly beans in eClinicalWorks? ›

The "E" Jelly Bean is where a Provider will find any Electronic Refill Requests from outside pharmacies. The following will show you how to process these requests inside of eCW. Click on your E Jelly Bean to open all refill requests. Double-click the line for the request that you would like to open.

Can I access eClinicalWorks from home? ›

As long as you have secure internet access, you can work from anywhere, anytime.

What does smart note do? ›

Smart Notes is a powerful tool for meeting room sessions that can allow your team to collaborate, create, and achieve the best possible requirements.

What does smart folder mean on notes? ›

Smart Folders don't contain notes; they contain references to notes in other folders. Smart Folders also can't be locked, turned into subfolders, or shared, although they can reference shared notes.

What does a good progress notes allow for? ›

In a good progress note, objective observations are specific, detailed, and relevant to the client's condition. This helps paint a clear picture of the client's presentation and behavior during the session, aiding in accurate assessment and treatment planning.

How to merge patients in eClinicalWorks? ›

Merge the Patient Account in eClinicalWorks
  1. Search for the patient in Member Search in the CATC Portal. We need to verify that we merge the correct Account Numbers.
  2. In eCW, go to Menu > File > Merge Patient.
  3. Search for the patient. The first line is the OLD account or the account we are getting rid of. ...
  4. Click Merge.
May 2, 2022

What is a dot phrase? ›

Dot phrases are snippets/shortcuts that you can insert into a patient note. People also call them smart phrases, smart texts, and macros, but dot phrase is the most common term used. The “dot” refers to the period (or dot) that precedes the phrase code.

Is there an undo button in eCW? ›

Undo. In the individual sections of the progress note, an UNDO button now appears to quickly undo any mistakes within each section. It shifts between CLEAR and UNDO.

How do I run a macro on a sheet? ›

Run a macro from the Developer tab
  1. Open the workbook that contains the macro.
  2. On the Developer tab, in the Code group, click Macros.
  3. In the Macro name box, click the macro that you want to run, and press the Run button.
  4. You also have other choices: Options - Add a shortcut key, or a macro description.

How do you use macro functions? ›

Function macros take arguments that are replaced in the body by the preprocessor. A function macro can have an empty argument list. In this case, parenthesis are required for the macro to be expanded. As we can see in the next example, the third line is not expanded because it there is no ' () ' after foo .

What is the electronic version of a patient's clinical record? ›

An Electronic Health Record (EHR) is an electronic version of a patients medical history, that is maintained by the provider over time, and may include all of the key administrative clinical data relevant to that persons care under a particular provider, including demographics, progress notes, problems, medications, ...

How to update eCW plugin? ›

Updating the eClinical Client Software

Log in as the local administrator (pc-name\Administrator) and update the eCW client automatically: Launch the application and log in. You will be prompted to upgrade. Follow the prompts to have the utility download and install the upgrade.

What is eClinicalWorks EHR software? ›

eClinicalWorks primarily targets physician practices and allows physicians to view and use as much or as little personal wellness data, with the patient's consent, as they want. The EHR is also interoperable with any hospital system that uses the Integrating the Healthcare Enterprise standards.

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