Navigating Quanum® Electronic Health Record (EHR)

Once you have successfully logged in to the application, there are a number of basic navigational features that enable you to access information or product functions. Each of the navigational features is described in the following table.

Navigational Feature

Description

Function-specific
menu items

Appear at the top of the page, beneath the functional tabs. Contain menu items for accessing tasks related to the functional tab you have selected.

Message Center. Contains options for accessing the latest patient and user data available within the application, including Quick View (alerts, counts, Messages, Notes in Progress, Tasks, Patient Flow Overview, appointment list), Patient Flow, Messages, Faxes, Labs, Prescriptions, Clinical Documents, Tasks, Upload Documents, and Tracking.

Patient. Contains options for accessing all patient‑related services, including Add New Patient, Summary, Patient Visit, Prescriptions, Lab Tests, Flowsheets/Graphs, Radiology, Diagnostics, and Documents.

Lab Orders. Contains options for accessing lab ordering features, including Place Order, Req Log, Held/Scheduled, Setup, Results Data Entry, Billing, Tools, and More.

Reports. Contains options for generating reports related to patients within your organization, including Lab (Find Lab Results, Advisory Message, Order Report Manager), Informatics, Rx Transaction, E-Patient, Audit, Usage Metrics, Guidelines, Promoting Interoperability (PI), Quality Measures, Billing, CCDA/QRDA, and Controlled Substances.

Functional tabs

Appear at the top‑left of the page. Provide access to each of the major functional areas of the application including Message Center, Patient, Lab Orders, and Reports, and their related menu items.

Patient search bar

Appears at the top-right of the page, beneath the information bar. Provides access to features which allow you to search for patients using either basic or advanced criteria.

Breadcrumb trail

Displays the page you are currently viewing in the application, as well as the path of pages you navigated to previously. Click one of the breadcrumb links to return to that page in the application.

Information bar

Appears in the upper‑right corner of the page. Provides access to a number of general system functions, including the following:

Organization. Displays the organization (or care site) under which you are currently logged in, and allows you to switch between organizations (if you are a member of more than one).

Admin. Click one of several administrative options, including:

Organization Preferences. Click to customize organization preference settings.

Configure CDS Alerts. Click to configure care recommendation preferences.

Favorite Pharmacies. Click to set up a list of favorite pharmacies for the organization.

Favorite Meds/Supplies. Click to set up a list of favorite medications or supplies for the organization.

Favorite Radiology Procedures. Click to set up a list of favorite radiology procedures for an individual or an organization.

Contacts. Click to set up a list of frequently-used recipients (Direct message addresses and fax numbers) for an organization.

Manage Specialties. Click to associate a specialty with a user.

Move Clinical Activities. Click to move clinical data from one patient to another.

Duplicate Patients. Click to identify and resolve duplicate patients.

Manage Users. Click to add users, view user information, edit users, or reset user passwords.

Manage Locations. Click to configure office locations.

Manage Letterheads. Click to upload graphic letterheads and use it with all clinical messages, Direct messages, and faxes.

Manage Third-Party Vendors. Click to manage organization's default patient consent setting to share clinical data with third-party vendors and specify which vendors are allowed to access patient data.

Manage Templates. Click to configure encounter and billing templates.

View System Time/Build Version. Click to view the current date and time in the application, and the full software version information.

Direct Exchange Enrollment. Click to create a domain name for the organization that will be used in all Direct Exchange addresses, or to complete the Direct Exchange enrollment form.

Depending upon your permissions, you may not be able to access the Admin menu or some of the above options.

Preferences. Click one of several user preference options, including:

General Preferences. Click to customize user preference settings.

Associate Email Address. Click to review or specify the email address to use for password reset and username retrieval.

Associate Mobile Number. Click to review or specify the mobile number to reset password.

Change Password. Click to change your login password.

Challenge Questions. Click to select and answer your challenge questions.

Favorite Pharmacy States. Click to specify favorite states for pharmacy searches.

Direct Messaging. Click to review or create a Quanum® Direct address for sending/receiving Direct messages.

Direct Exchange. Click to review or create a Direct Exchange address for sending/receiving Direct messages.

Notifications. Click to review or specify preferences for email alerts.

What’s New? Click to view a brief description of the latest Quanum® Electronic Health Record (EHR) features.

Help. Click to access the support center; where you can find documentation, training materials, feedback tools, and more.

Quest Diagnostics. Click to access the Quest Diagnostics website.

Logout. Click to log out of Quanum EHR.

Add new patient icon

Appears at the top-right of the page, beneath the information bar. Provides access to the add new patient page so that you can add a new patient manually.

Content pane

Appears in the lower portion of the page. Displays all content related to the task you are currently performing.

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