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Step 1	Open Chart	a. Go to the HER
		b. Go to Inbox
		c. Click the patient's appointment
		d. Open chart - see below the window
	Custom Template	e. Choose Homepage Cardiology
Step 2	Intake	a. New patient or return office visit		As New Patient under BCBS insurance only: select OFFICE CONSULT!!!!
		b. Put in Freeform HPI the reason for visit
		c. Medications - prescribe new/prescribed elsewhere, reconcile, reviewed taken as directed		Other insurances as New Patient, select NEW PATIENT!!
		d. Allergies
		e. ROS
		f. Navigation - Screening - PHQ-2
Step 3	Histories	a. Medical History - Medical/Surgical/Interim - don't put date - add to grid		VITALS ARE DONE IN THE OFFICE
		b. Family History - add to grid - save and close
		c. Social History - Tobacco, alcohol, statuses
		d. Add demographics - Add pharmacy by putting the telephone number
Step 4	Saving - before saving, check everything if done	Under Social History: History reviewed - NP - detailed and documented - hit save