Medical Student Orientation

Welcome to NFH

Your interactive guide to getting started at Neighborhood Family Healthcare. Everything you need to know — from our EMR system to professional expectations.

Get Started

Welcome & First Steps

Welcome 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:

DY
Dr. Yakoub
Physician
S
Sara
Front Office
L
Linda
Medical Assistant
D
Demo
Medical IT
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Building a rapport with our staff will enhance your experience and help you understand how a medical office functions as a team.

eClinicalWorks EMR System

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

StatusMeaning
ARRThe patient has arrived / been checked in
CHKThe patient has been checked out at the front desk
PENThe 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:

StatusWhat It Means
NURNurse/MA is currently with the patient (vitals, intake)
ReadyPatient is ready to be seen by the clinician
SVStart Visit — the clinician has begun seeing the patient
DoneClinician has finished with the patient
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S Jellybean: You can always return to the Office Visit Screen by clicking the "S" Jellybean (a small circle icon) in the top right corner. This is helpful when navigating between patient charts.

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:

  • Chief Complaint / HPI (History of Present Illness)
  • Current Medications
  • Medical History & Allergies
  • Social History, Family History, Surgical History
  • Vitals
  • Examination
  • Assessment (Diagnoses)
  • Treatment (Orders & Plan)
  • Immunizations

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.

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Along with documenting electronically, you will also need to fill out a Half Sheet. See the Half Sheet section below for more information.

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.

SectionWhat It Contains
EncountersPast progress notes. Double-click any appointment to view it.
LabsLab orders and results. Paperclip icon = result received.
DIDiagnostic Imaging orders and results. Same paperclip system.
Patient DocsScanned records: hospitalization, discharge, external results.
ImmunizationsVaccination history — what the patient has already received.
Patient LanguageShows 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:

  • Problem List: Chronic conditions already diagnosed. Blue arrows move a diagnosis into today's note.
  • Current Medications: Everything the patient is supposed to be taking.
  • Allergies: Known drug and other allergies.
  • Immunizations: Vaccination history (click + to expand).
  • Therapeutic Injections: Ongoing injection therapies.

DRTLA Tab — Documents, Referrals, Telephone Encounters, Labs, and Actions:

  • Lab orders and results — pink paperclips = electronic result received
  • Diagnostic Imaging orders and results
  • Referral history — click the reason to see specialty details

History Tab — All background histories in one place: Medical, GYN, Surgical, Family, and Social History.

Pro tip: Glance at the Overview tab before the clinician enters the room to get quick context on the patient's conditions and medications.

Test results can be found in three places within eCW. If you're asked to locate a result, check them in this order:

LocationWhat You'll FindHow to View
1. LabsIn-house and external lab resultsClick the paperclip icon
2. DIX-rays, CT scans, MRIs, ultrasoundsClick paperclips (some may be in Patient Docs)
3. Patient DocsScanned: hospitalization, discharge, cardiology resultsClick document under folder → view on right
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You can access Labs, DI, and Patient Docs from the Patient Dashboard, the Patient Hub, or the DRTLA tab. If you can't find a result in one spot, try the others.

Understanding the typical charting workflow helps you follow along as the clinician documents during a patient encounter:

#SectionWhoNotes
1Chief ComplaintNurse/MAReason for the visit
2HPINurse + ClinicianNurse does initial interview; clinician adds clinical HPI
3Current MedicationsClinician reviewsNurse does medication reconciliation first
4Medical Hx & AllergiesClinician reviewsReview and revise as needed
5GYN / Surgical / Hosp HxClinician reviewsNew patients only
6Family HistoryClinician reviewsNew patients only
7Social HistoryClinician reviewsGeneral + Tobacco/Alcohol/Drugs
8VitalsNurse/MAClinician reviews
9ExaminationClinicianPhysical exam findings
10AssessmentClinicianICD-10 diagnosis codes
11TreatmentClinicianMeds, labs, imaging, referrals
12ImmunizationsClinician ordersNurse/MA administers
13Follow-UpClinicianWhen the patient should return
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As an observer: Following this workflow on screen while the clinician works is one of the best ways to learn how clinical documentation ties together.

HPI (History of Present Illness)

This is where the clinician documents the patient's reason for the visit in their own clinical words:

  • Notes Box: Click "Notes" next to a complaint to open a free-text box — this is the "Subjective" of the SOAP note.
  • Structured Data: Some HPI questions have drop-down menus for standardized answers, plus free-text alongside.
  • Clinician HPI: If no mini-template appears, the clinician navigates to "Clinician HPI" on the left for additional questions.

Review & Revise Sections

The nurse/MA completes these before the clinician sees the patient. The clinician reviews and revises as needed:

  • Current Medication (nurse does reconciliation first)
  • Medical History & Allergies (mark NKDA if applicable)
  • GYN History (female patients — via blue hyperlink)
  • Surgical & Hospitalization History
  • Family History
  • Social History — two folders: General, and Tobacco/Alcohol/Drugs
  • Vitals — recorded by nurse/MA, reviewed by clinician

Examination

  • Green Arrows: Click to populate the default "normal" observation — speeds up documentation for unremarkable findings.
  • Free-Text: Click into the Observation field to type custom notes for abnormal or notable findings.

Assessments (Diagnoses)

Every treatment order must be linked to a diagnosis. The Assessment screen is where ICD-10 codes are entered:

  • Previous Assessments: Click to see diagnoses from prior visits. Single-click to select.
  • Problem List: Pull diagnoses from the patient's chronic conditions list.
  • New Diagnosis: Check "Use ICD10", type the name or code, and hit Enter. Blue diagnoses can be clicked to narrow down.
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What is ICD-10? The international coding system for classifying diagnoses. Every condition has a unique code (e.g., E11.9 = Type 2 Diabetes). Essential for billing, tracking, and treatment planning.

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.

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Key Concept: Every order and note on the Treatment screen is tied to a specific diagnosis tab. The clinician must select the correct assessment tab before writing notes or placing orders.

Immunizations follow a two-step process:

  • Step 1 — Check History: Click "Immunization" on the Patient Dashboard to view vaccination history.
  • Step 2 — Order: Orders are placed from the "Immunizations" link under the "Plan" section of the progress note.
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Do NOT order immunizations from the Patient Dashboard — that screen is for viewing history only. Orders must come from the Plan section.

Patient Lookup (Sherlock)

To look up any patient outside of the appointment schedule:

  • Click the magnifying glass / Sherlock icon in the top navigation
  • Search by "last name, first name" or by date of birth
  • This opens the Patient Hub with access to labs, DI, referrals, Patient Docs, immunizations, and more
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When to use Sherlock: When you need to pull up a patient not on today's schedule, or want the Patient Hub for a broader look at records.

eClinicalWorks Training Videos

Watch these training videos to build your familiarity with eClinicalWorks before and during your rotation. The playlist covers navigation, charting, and key workflows.

eClinicalWorks Training Playlist

Complete video series — click through each video in the playlist

Half Sheet

The half sheet is a physical form used alongside electronic documentation to ensure smooth patient checkout and follow-up coordination.

📥 Left Side (Linda fills out)

Contains the patient information you'll need to know.

✏️ Right Side (You fill out)

Diagnosis (Dx)
Follow-up reason
Labs
Referrals
Next appointment
⚠️
This is critical so the patient can be checked out properly and all labs/referrals have been handed to the patient before they leave.

Half Sheet Workflow

1

If there are labs

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.

2

If there are referrals

Hand the half sheet to Linda or Sara.

3

After checkout

Once the patient has been checked out, place the half sheet into the tray.

Professional Conduct

Professionalism & Preparedness

  • Arrive 30 minutes early to each session
  • Dress in business-casual attire appropriate for a medical setting
  • Bring a notebook for learning purposes — do not record patient identifiers
  • Maintain strict patient confidentiality at all times (HIPAA compliance)

🤝 Patient Interaction

  • Introduce yourself to patients as a medical student
  • Clearly explain your role and ask permission to observe
  • Respect the patient's right to refuse having a student present
  • Be prepared to step out during sensitive examinations
  • Act as a passive observer, not a provider

🎯 Etiquette

  • Do not use your phone in front of patients
  • Avoid interrupting conversations between physician and patient
  • Save questions for appropriate moments during downtime
  • Discuss any advice for the patient with Dr. Yakoub before giving it so the doctor is aware

Observation Focus

During your time here, pay close attention to these key aspects of family medicine practice:

🩺 Doctor-Patient Relationship

Observe how the physician builds rapport, communicates complex information, and establishes trust with patients across diverse backgrounds and health literacy levels.

🧩 Managing Complex Needs

Notice how the physician prioritizes and addresses multiple concerns within a single visit, balancing acute issues with chronic disease management and preventive care.

🔗 Coordination of Care

Watch how care is coordinated between the physician, medical assistant, front office, specialists, and other healthcare team members.

Important Guidelines

Do not provide medical advice to patients under any circumstances
Do not perform any procedures unless explicitly instructed by the physician
Do not discuss patient information outside of the clinical setting
Do not record, photograph, or copy any patient information
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Your belongings: You can place your personal belongings in Dr. Yakoub's backroom office.
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HIPAA Reminder: Maintain strict confidentiality of ALL patient information. HIPAA violations carry serious legal and professional consequences. When in doubt, do not share or discuss patient details.