Your interactive guide to getting started at Neighborhood Family Healthcare. Everything you need to know — from our EMR system to professional expectations.
Get StartedWelcome to our family medicine practice! This workbook will guide you through your time here at Neighborhood Family Healthcare and help you make the most of this learning opportunity.
On your first day, please introduce yourself to our team:
Our practice uses eClinicalWorks (eCW) as our electronic medical records system. Familiarity with this software will help you follow along during patient encounters and understand documentation workflows.
This is the Office Visits screen — basically your Home Screen. It has all the relevant information like visit type, appointment time, reason for the visit, and what room the patient is in.
Visit Statuses
| Status | Meaning |
|---|---|
| ARR | The patient has arrived / been checked in |
| CHK | The patient has been checked out at the front desk |
| PEN | The patient is pending / in the waiting room (not yet checked in) |
Floor Status Workflow
As a patient moves through their visit, the floor status updates to reflect where they are:
| Status | What It Means |
|---|---|
| NUR | Nurse/MA is currently with the patient (vitals, intake) |
| Ready | Patient is ready to be seen by the clinician |
| SV | Start Visit — the clinician has begun seeing the patient |
| Done | Clinician has finished with the patient |
Double-click on a patient's name from this screen to enter their chart and progress note.
This is your progress note — the digital equivalent of the patient's paper chart for that appointment. This is where the clinician documents the HPI, vitals, diagnosis, and any treatment plan (labs, prescriptions, or referrals).
How to Navigate: The progress note is organized into sections, each accessible by clicking blue hyperlinks on the left side of the screen:
Once you open a section, you can navigate to other sections using the picture icons at the top of the screen. Hover over each icon to see which section it represents.
When you open a patient's chart, the Patient Dashboard gives you a quick overview of their key information. Think of it as a summary hub before diving into the detailed progress note.
| Section | What It Contains |
|---|---|
| Encounters | Past progress notes. Double-click any appointment to view it. |
| Labs | Lab orders and results. Paperclip icon = result received. |
| DI | Diagnostic Imaging orders and results. Same paperclip system. |
| Patient Docs | Scanned records: hospitalization, discharge, external results. |
| Immunizations | Vaccination history — what the patient has already received. |
| Patient Language | Shows if a translator is needed. Ask front office for an interpreter. |
On the right side of the progress note screen is the Right Chart Panel — one of the most efficient tools in eCW for quickly reviewing patient info without leaving the progress note. It has three tabs:
Overview Tab — A snapshot of the patient's ongoing medical picture:
DRTLA Tab — Documents, Referrals, Telephone Encounters, Labs, and Actions:
History Tab — All background histories in one place: Medical, GYN, Surgical, Family, and Social History.
Test results can be found in three places within eCW. If you're asked to locate a result, check them in this order:
| Location | What You'll Find | How to View |
|---|---|---|
| 1. Labs | In-house and external lab results | Click the paperclip icon |
| 2. DI | X-rays, CT scans, MRIs, ultrasounds | Click paperclips (some may be in Patient Docs) |
| 3. Patient Docs | Scanned: hospitalization, discharge, cardiology results | Click document under folder → view on right |
Understanding the typical charting workflow helps you follow along as the clinician documents during a patient encounter:
| # | Section | Who | Notes |
|---|---|---|---|
| 1 | Chief Complaint | Nurse/MA | Reason for the visit |
| 2 | HPI | Nurse + Clinician | Nurse does initial interview; clinician adds clinical HPI |
| 3 | Current Medications | Clinician reviews | Nurse does medication reconciliation first |
| 4 | Medical Hx & Allergies | Clinician reviews | Review and revise as needed |
| 5 | GYN / Surgical / Hosp Hx | Clinician reviews | New patients only |
| 6 | Family History | Clinician reviews | New patients only |
| 7 | Social History | Clinician reviews | General + Tobacco/Alcohol/Drugs |
| 8 | Vitals | Nurse/MA | Clinician reviews |
| 9 | Examination | Clinician | Physical exam findings |
| 10 | Assessment | Clinician | ICD-10 diagnosis codes |
| 11 | Treatment | Clinician | Meds, labs, imaging, referrals |
| 12 | Immunizations | Clinician orders | Nurse/MA administers |
| 13 | Follow-Up | Clinician | When the patient should return |
HPI (History of Present Illness)
This is where the clinician documents the patient's reason for the visit in their own clinical words:
Review & Revise Sections
The nurse/MA completes these before the clinician sees the patient. The clinician reviews and revises as needed:
Examination
Assessments (Diagnoses)
Every treatment order must be linked to a diagnosis. The Assessment screen is where ICD-10 codes are entered:
Treatment Screen
The central hub for managing the patient's treatment plan. From here the clinician can write clinical notes, order medications, order labs, order diagnostic imaging, and make referrals to specialists.
Immunizations follow a two-step process:
Patient Lookup (Sherlock)
To look up any patient outside of the appointment schedule:
Watch these training videos to build your familiarity with eClinicalWorks before and during your rotation. The playlist covers navigation, charting, and key workflows.
Complete video series — click through each video in the playlist
The half sheet is a physical form used alongside electronic documentation to ensure smooth patient checkout and follow-up coordination.
Contains the patient information you'll need to know.
Hand the half sheet to Linda so she can put the lab orders in. Once you have the printed labs, take the half sheet to Sara to schedule the next appointment.
Hand the half sheet to Linda or Sara.
Once the patient has been checked out, place the half sheet into the tray.
During your time here, pay close attention to these key aspects of family medicine practice:
Observe how the physician builds rapport, communicates complex information, and establishes trust with patients across diverse backgrounds and health literacy levels.
Notice how the physician prioritizes and addresses multiple concerns within a single visit, balancing acute issues with chronic disease management and preventive care.
Watch how care is coordinated between the physician, medical assistant, front office, specialists, and other healthcare team members.