Getting Started

Default solution folder, feel free to edit or delete it.

Introduction to Sharing
Patient data added to Whiteboard is only visible to the user who created it. Sharing is how you control is visible to others. Shares are typically between...
Wed, 10 Jan, 2018 at 1:26 PM
Introduction to Messaging
Whiteboard offers instant messaging between users and groups of users. Starting a Chat To start a new conversation simply find the person you...
Wed, 5 Oct, 2016 at 9:10 AM
Introduction to Notices
New information on Whiteboard (other than messages) will create notices that will appear on your dashboard. In the heading bar you'll see a Dashboard b...
Mon, 27 Feb, 2017 at 3:15 PM
How to Search for a Patient
1. To search for a patient click the menu button in the top left corner. In the menu that opens click Search 2. The search screen has s...
Tue, 4 Oct, 2016 at 4:20 PM
How to Create a Patient
Pro-Tip Before creating a patient consider if the patient may already be a patient of another whiteboard user. If you think they might be and you are i...
Mon, 27 Feb, 2017 at 3:15 PM
How to Share Patient Data
Sharing Patient Data This is the most common way of sharing patients and is appropriate when you have the patient in your system and wish to send data t...
Mon, 27 Feb, 2017 at 3:15 PM
How To Search for Other Whiteboard Users
There are two simple ways to search for another user in Whiteboard the first is using the messaging feature. Simply click the search icon in the messaging...
Mon, 27 Feb, 2017 at 3:16 PM
How to add a Progress Note
1. Open or create the patient you wish to write a progress note for. (See How to Create a Patient and How to Search for a Patient) 2. Click the plus icon o...
Mon, 27 Feb, 2017 at 3:16 PM
How to Upload a Document
1. Open or create the patient you wish to write a progress note for. (See How to Create a Patient and How to Search for a Patient) 2. Click the plus icon ...
Mon, 27 Feb, 2017 at 3:16 PM
Introduction to the Whiteboard Interface
If it's your first time opening Whiteboard or you need a little refresher on how to access certain functions this article is designed to give you an...
Mon, 27 Feb, 2017 at 3:34 PM