1. Paula Achter, NEB-3340 (read). Search NEB-3340. Open the clinic chart and click the tiles. Do not save changes on this chart.
2. Demo Client Maya Mood, DEMO-MOOD. Psych eval program Mood. Suicide risk * and formulation * are required. Diagnosis ICD F32.1. Medication sertraline with sig *.
3. Demo Client Jordan Youth, DEMO-YOUTH. Case type Teen. Guardian name * is required. Psych program Youth/ADHD and one youth scale * (for example Vanderbilt).
4. Demo Client Sam Talk, DEMO-TALK. Verbal consent *. Appointment type Telehealth. Visit type CBT, 45 minutes *, and a visit note *.
5. Demo Client Alex Presenter, DEMO-PRES. Close episode needs disposition * and summary *. Print the clinic close summary. Convert only if a room is truly needed, and never on an NEB chart.

Not a 5150 unit Not a live e-prescribing connection These four charts stay for practice

1. All: login → MFA Verify → read “You are signed in as …”. If the steps look like another job, you are on the wrong account.
2. Practice client: search NEB-3340 or NEB-302. Client List pop-up is preview. Use Open clinic chart.
3. Desk: Identity (optional phone + email), Appointment time * + provider *, kiosk chart # * + DOB *, queue waiting.
4. Triage / MA: Vitals heart rate *. Triage also Visit note * and Eligibility status *.
5. Nurse: Visit note *. Documents only if they brought a file (type * + file *).
6. Resident: Case type *. Psych formulation * + suicide risk *. Visit note *. Do not convert NEB.
7. Attending: Co-sign queue. Lock a psych eval if one is unlocked. Do not convert NEB.
8. Billing: Finance dashboard. Open Charges on a clinic chart. Do not invent NEB claims.
9. Interpreter / SW / Rx: one work note or med row with the * fields for your job.
10. Trainer: walk each account once. Dummy PW-NEBULA-* only if you must convert. Cleanup after.

Today we do not convert NEB 270/837/eRx/lab/fax are not live Empty inpatient census is correct

When day one is done, use Practice journeys on the four practice charts. Then open In-depth.

Journey A: clinic encounter to close episode

1. Outpatient hub → dummy Add client (name *, DOB *) or search NEB for showcase only.
2. Identity (optional) → Eligibility status * (local; 270 not live) → Rooming waiting *.
3. Vitals heart rate * → Visit note * (ICD/CPT optional; they seed a charge stub).
4. Case type * (WC also claim * + DOI *) → Psych formulation * + suicide risk *.
5. Charges: local draft / 837 stub. Do not invent payer $ on imported NEB.
6. Close episode tile: disposition * + summary * (8+). Queue complete is ticked. Case-closed is ticked by default (uncheck to leave WC/IOP/teen open).
7. Hero shows “Episode closed”. Print clinic close summary (not a CCD). Staff comms log gets a close row. No SMS. Reopen exists for more documentation.

Journey B: practice convert, then a room, then the stay chart

1. Never Journey B on NEB-*. Convert without the NEB confirm box is refused.
2. Dummy PW client → Convert. Lands on stay Summary. Banner: convert does not assign a bed.
3. Two-step: Open Intake (bed assign may redirect here if no CM intake yet), then Assign a bed. Do not assign a room unless that person is staying.
4. Stay Psych is the same person as clinic psych: not a psych unit, not legal 5150.
5. Discharge from stay chart when they actually leave. Cleanup dummy after class.

verbal consent no-show worklist Telehealth board

Also already useful: appointments, no-show worklist, IOP episode/days, family case type, documents, eligibility local (270 not live), close episode (not CCD / not SMS).

No legal 5150 No Surescripts / EPCS No live 270/837 No auto license-by-state No PDMP

Staff logins

Username is the work email. MFA is filled in on Nebula. Click Verify. Emails and passwords are not on this page. Your administrator shares them.

Screen map (URL → what happens)

1. Home: dashboard → Outpatient (not Master data, not Finance).
2. Search NEB-… or name. Confirm name, DOB, chart #. Phone/SSN may be blank from import.
3. Open the clinic chart. Your tiles: Rooming, Identity, Appointments, Consents, Comms, Recordings, Documents. You do not get Convert. A resident or attending converts, and only when a room is needed.
4. Identity: save phone / email / address / ICE if needed. Phone needs 7+ digits and email one valid address: otherwise nothing saves. ICE only saves if a name is entered. Hub search finds clients by email or phone.
5. Appointments: time *, provider *, type *, length *. Find open slots first. A clash (provider, client, time off, outside roster) is refused unless you tick Override and give a reason *. Next step on each row follows the journey; cancel needs a reason *; Reschedule needs new time * + reason *.
6. Recordings: type *, consent *, attestation * (California two-party consent). Audio is locked; transcripts save as versions. Whisper only if configured.
7. Kiosk: chart # * and DOB * → waiting.
8. Queue: set status * waiting if they are in the lobby.

Can: find, identity, book, kiosk, queue, upload docsCannot: visit, vitals, psych, Finance, convert

Done when: client found, card open, waiting if in lobby, next clinician called.

1. Home: Outpatient. Search NEB-… open clinic chart.
2. Identity (optional) for phone/allergies.
3. Eligibility: status * (local, not a live 270).
4. Vitals: heart rate *. BP / temp / SpO2 optional.
5. Visit: note *. Datetime, provider, ICD/CPT optional.
6. Rooming status * or send to MA board.
7. Same-day clinic stays on Outpatient. Need a room → tell resident or attending.

Done when: vitals + visit note saved; home or waiting for physician convert.

1. Open /admin/outpatient/queue. See waiting / rooming / with provider and minutes.
2. If empty: clinic chart → Rooming → status * waiting.
3. Advance status as you room. Wait time counts until complete.
4. Vitals: heart rate *.

Cannot convert

Done when: client roomed; vitals on the chart.

1. Open clinic chart. Confirm allergies on Identity.
2. Visit note *.
3. Documents: type * and file * if papers arrived.
4. If already converted: stay chart MAR (route, time) and Tasks (title *, type *).

Done when: visit/MAR/task documented; physician notified if a room is needed.

1. Review triage/nurse visit on the clinic chart (tiles, no page reload).
2. Case / WC: case type *. WC also claim # * and DOI *. Teen/family: guardian name *. If work status is set, RTW letter *.
3. Psych: formulation * and suicide risk *. PHQ/GAD optional. Attending locks later.
4. IOP: episode start date *, then day date * kind *; hours * unless no-show.
5. Dx ICD *, med drug *, local Rx drug * + sig * (controlled = local flag, not Surescripts).
6. Visit note *. ICD/CPT create a local 837P stub for billing. Visit marked needs co-sign.
7. Convert only if they need a bed. Confirm dialog. Lands on stay Summary. Then Intake → Care plan → MAR → Notes → Psych (stay) → Discharge.

Done when: psych/WC/IOP filled; visit pending co-sign; or stay started with a bed assigned by leadership.

1. Co-sign queue /admin/outpatient/cosign: Co-sign * locks the visit.
2. Psych: Lock after sign. QA comment * with optional lock.
3. Master data: visiting specialist name *, type * (Physician), contact *, phone *.
4. Convert when a room is needed. Assign bed separately on stay Intake.

Done when: plan of care on the chart; trainee visits co-signed.

1. Home: /finance ledger (income / expense / payroll). First load can be slow.
2. Clinic chart tiles: Identity, Eligibility, Charges, Documents only.
3. Visits with ICD/CPT appear as draft charges. Set local 837 or ERA posted (training stub).
4. Payer directory: add only with name *, type *, daily rate * when a real contract exists. Do not invent claims on NEB rows.

Done when: month ledger visible; no dummy claims on real NEB charts.

1. Staff logins: Master data, then Staff. Create user needs first name *, email *, password *, and at least one role *. Turn off EMR login from the person's profile. External providers: open the provider, Turn portal login off, or Reset password. A one-time password expires in 7 days unless they set their own.
2. Turn a staff login off: Staff directory, open the person, Turn off EMR login. The record stays. They cannot sign in. Turn it back on from the profile, or from Staff directory, Staff with login turned off.
3. Provider portal: Recuperative Care, External providers, open the provider. Provider portal logins is where you add an email and a one-time password, or turn that portal login off. Portal address: /external_provider_portal/login. That is not the staff login.
4. Optional HR: hire date, license #, state, expiry. Timesheet: work date *, hours *.
5. After-hours phone * posts on Outpatient hub and kiosk.
6. Network connections: store endpoint * + account * while waiting for auth. Never live send.
7. Dummy practice: PW-NEBULA-* only. Cleanup after drills. Never convert NEB. If converted by mistake, restore script keeps the patient.

Clinic modules (who sees what, what is required, what is saved)

Click a colored tile. Form opens beside tiles. URL updates, page does not reload. Front desk and billing see fewer tiles.

Stay chart (only after convert)

Filter on census. Cards on the left, section on the right (wide screens). Same patient id as clinic chart.

Mandatory fields (quick)

Data relatedness (must match)

• Chart # NEB-3340 = patient 413 on Client List, Outpatient hub, clinic chart, documents. Not on census until convert.
• Clinic psych eval and stay Psych share clinic_psych_eval on the same patient_id. IOP days show on stay Psych.
• Clinic documents and stay Documents share the same registry.
• Visit ICD/CPT creates the charge row billing later marks local 837.
• Staff created in Master data appear in appointments and visiting MD picker (Physician type first).
• Dummy PW-NEBULA-* / pw.rajpoot.staff.* must disappear after cleanup. Never delete NEB clients.
• Close episode + queue complete + optional case_status=closed are the same patient_id. Reopen sets case open again.
• Stay Summary “assign bed next” appears when converted and no bed row exists.

Not live (do not sell as connected)

Master data → Network connections stores credentials locally. Status is “awaiting credentials” or “saved locally, not transmitting.”

270/271 eligibility 837 / ERA clearinghouse Surescripts / EPCS Lab HL7 eFax QME portal

• Lobby check-in is a tablet web page, not hardware.
• After-hours is a posted phone, not a call center.
• HR is hire date + license + hours log, not full I-9/payroll.
• Stay psych is not a psych hospital (no legal 5150 workflow, no C-SSRS pack, no clozapine registry, no TMS).
• Empty inpatient census, empty pathology/blood bank on Client List preview, payer rates N/A until claims: not broken.

Training path: find client → kiosk/queue → vitals → case/WC → psych → IOP → visit → co-sign/lock → (rare) stay. Never convert NEB charts.

In-depth: clinic chart fields

Click tile (no reload). Save POST returns to the same module. Hidden field open keeps the tile.

In-depth: stay chart (only after convert of a dummy, or a real stay)

Wide layout: modules left, section right. Cards fetch without a full reload. Filter list “on census”.

In-depth: finance, referrals, HR, connections

In-depth: errors, empty, security, restore