Hi doc!
Now that you're here, let's get you started really quickly.
You can leave this open while you try it out inside SeriousMD.
Here's a quick outline of what to expect here:
1. Adding a Patient
The first thing that's needed is to add a patient. Without adding any patient, you won't be able to do much inside SeriousMD. We suggest adding at least 1 dummy/test patient that you can use anytime you want to try something out. We also release regular updates, so having a dummy patient where you could do experiments on would be the way to go.
Option 1: In the Patients area
Go to your Patients list.
Simply tap the + button at the upper right
Option 2: In the Queue/Appointments area
Go to your Queue/Appointments
Click Add Patients to Queue
Click Create New Patient Record (There's also a search box there in case you want to check if you've already added the patient before)
2. Adding your First Note
The bulk of your work inside SeriousMD is here. The Notes tab is probably your most important section and it is truly yours. Over the years, we've added a lot of new features, enhancements and templates.
To get started:
Click and open a patient profile
You will see a + button on the right side of the screen.
Click this + button to let you pick which note type you'd like to use.
We recommend using the SOAP note to keep your data structured and it also allows you to use the Reports area of SeriousMD.
To speed things up, we've added ways for you to speed up your note taking process. If you see an icon like this, it means you can save it to a list. (For eg. if you are filling up the Diagnosis field, you can actually save a list of your most common diagnoses. In the future, with just 2 clicks and you are done!)
Making a Prescription
Select Prescription from the note types
Type the medicine you need on the search bar at the left side of the screen
Enter the information and your instructions
Then add it to the prescription
There are a number of ways that we help you speed up prescription creation.
You can add the medicine to your favorites
You can create a "template" where with 1 click, you can load multiple medicines with your instructions at the same time (there are instances that you will deal with the same diagnosis and you will probably need to write the same prescription. Having the template will make it easy as it'll just take 1 click to load everything.)
You will have access to what we call as "Represcribe" (For eg. In a follow up visit that you just want to prescribe the same set of meds that you did previously, you will see a Represcribe area. All it takes is just 1 click to create the same set as last time)
Of course, this is just the tip of what you can do inside the Notes area. The more you use it, the more you'll discover tools that will greatly enhance your note taking process, help you better explain to patients and more.
Printing the Prescription
Press print
Select the paper size A5 on your browser's Print Preview and print
This will fit nicely in a half short bond paper or an A5 paper.
3. Creating Templates
Templates are reusable data that you can simply load anytime you need them.
For example: you can save a set of images that you can keep reusing, perhaps for your PE or perhaps to illustrate something to the patient. Or with 1 click, you can load a prescription specifically for a certain diagnosis or patient.
You can add templates on the fly when you create your notes or you can simply go to Settings and see them all under the Templates area. Here, you can edit, create and delete your existing templates.
For images, you can save your own images or you can use our library to download images.
4. Design your Prescription
Pro subscribers will have access to the custom header and footer editor in the Settings. You can add your logos, QR codes, clinic details and more.
You can have multiple header and footer designs as well.
You can click Save & Preview PDF to see what the patient would receive if you send it online.
If you need help with your design, feel free to reach out to support and we'll help you out.
5. Adding Vitals and Labs
You can easily add and track vitals inside SeriousMD. We have a built-in set of vitals that you can use but of course, you can customize it and disable what you don't need.
The Vitals tab also doubles down as a way for you to keep track of Lab results if ever you want to keep track of numeric data in table view.
If you prefer to just keep the images of the lab results sent or shown to you by the patient, you can click Lab Results and attach the files here.
6. Using Custom Forms
There might be cases that you'd need a customized form that you can print out and submit to the hospital or maybe there's only a specific form that a certain company will accept.
In this case, you can use custom forms. You can find our library of custom forms in the Settings.
You can download what you need and if there's something unique that you need help with, just get in touch with support and we'll see what we can do for you.
7. Including your Staff
Including your staff into the workflow is super easy.
Go to Settings and go to Security > Sub-Users
Click the + button and enter an email address
Select the Role (For eg. Secretary)
and send the invite
An email will arrive in the email address you indicated.
Click the button (this is the most important step as it tells the system that this account will be linked to your account)
It will open a form. Enter the name and password
Once it's submitted, that's it! Your sub-user will be inside SeriousMD.
You're now equipped to save your patient's medical records in an efficient manner.
The more you get used to doing it (give it 2-3 days of practice 😉) the faster you'll be. You'll also start to discover the other smaller details found in the app that will definitely help you with your records.
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