Clinician first hour

quickstart ⏱ 60 min read Clinician Updated 2026-07-08

By the end of this hour you will have logged in, reviewed your day, opened a patient, completed a full Initial Evaluation visit through all 17 wizard steps with wound assessment and photos, and signed it off. You can do this on your laptop or your issued tablet.

Before you start

Your practice admin has assigned you to at least one facility and one role.
You have at least one scheduled visit for today (if not, your admin can assign one from Fleet Calendar).
If you're on a tablet, install the Medipyxis Clinician mobile app from your admin's MDM link.

Step 1 — See your day (5 min)

After logging in, click Patient Management in the sidebar.
The Clinician Dashboard shows today's visits, grouped by stop. Each card shows patient name, address, last wound status, and a route-position badge.
Click a visit card to open the Wound Cockpit for that patient before you drive.

Open Fleet Calendar (week view) once per Monday to preview the whole week — it makes routing faster on Tuesday.

Step 2 — Start a new visit from the Wound Cockpit (2 min)

From the Wound Cockpit, click the + Initial Evaluation button (top-right of the cockpit chrome).
The Visit Wizard opens as a multi-step form. Use the left sidebar inside the wizard to jump between sections; the active section is highlighted.
Your work autosaves continuously as you go — a dropped connection or a device switch won't lose it. (The web app is online-only; there is no separate offline mode.)

The Wizard button may show a loading error in some environments. If this occurs, contact your Medipyxis administrator — visits can be entered via the data-entry fallback path until the error clears.

Step 3 — Move through the 17 wizard steps (35 min)

The wizard captures every field Medicare LCD policy needs to make the visit billable. Don't skip anything the wizard flags with a red dot.

Patient context (Steps 1–6)

#	Step	What you capture
1	Patient Consent	Digital or manual consent capture for today's visit.
2	Visit Setup	Date of Service (DOS), Place of Service (POS), assigned provider, home health involvement, other facility involvement, and reason for visit.
3	ROS / Subjective	Review of Systems and subjective assessment. Voice-intake is available — speak the note and Medipyxis structures it for you.
4	Objective Assessment	Vital signs, height, weight, BMI, physical exam findings, labs, and diagnostic test results.
5	Comorbidities & Risk Factors	Comorbidities that affect healing (diabetes, PAD, immunosuppression, etc.). These feed downstream billing logic.
6	Functional Status & ADLs	Functional status and activities of daily living.

Wound documentation (Steps 7–10)

#	Step	What you capture
7	Wound Assessment	Comprehensive wound assessment: type, precise anatomical location, stage, measurements (L × W × D in cm), tissue types (granulation, slough, necrotic, epithelial, eschar), and exudate. Tap the camera icon to attach the wound photo.
8	Previous Treatment	Prior treatments and historical measurements — establishes chronicity for billing.
9	Treatment / Intervention	Interventions performed today. This step captures the trigger points for the CPT and HCPCS codes that the Billing section generates.
10	Care Plan	Healing prognosis, healing timeline, visit frequency, medical necessity factors, and treatment plan notes.

Procedures, orders, meds, billing (Steps 11–14)

#	Step	What you capture
11	Procedures & Supplies	Procedures performed and supplies/grafts used (scan the UIN for each unit).
12	Orders & DME	DME orders, lab orders, home health orders, and outbound referrals.
13	Medication Management	Medication updates and new prescriptions. Launch DoseSpot here for electronic prescribing.
14	Billing	Auto-generated CPT/HCPCS billing codes for biller review before you sign.

Education, audit, and sign-off (Steps 15–17)

#	Step	What you capture
15	Patient Education	Education provided and the patient's response/understanding.
16	LCD Audit & Review	Medicare LCD compliance check for the visit. Unresolved items raise a warning to resolve before you sign.
17	Provider Attestation	Final review of the generated narrative and your electronic signature.

Detailed wizard walkthrough: Visit Wizard — complete walkthrough. Wound assessment specifics: Wound assessment.

The LCD Navigator check runs in real time across every wound-care visit. If a required CMS criterion for the selected treatment isn't met, the badge turns amber/red and the LCD Dojo tile tells you exactly which field to fix. Unresolved items raise a warning to resolve before you Sign & Lock — the difference between a billable note and a denied claim.

Step 4 — Sign and finalize (10 min)

When you reach Provider Attestation:

Save as draft — if you're not ready to sign, leave the visit as a draft. The wizard autosaves continuously, so it remembers exactly where you stopped.
Sign & Lock — when the note is complete, sign and click Sign & Lock. If the service date doesn't match the appointment date, a prompt asks for a reason. Medipyxis generates the final Progress Note, writes the billing record, and deducts inventory for any tissue applied.
Go to Billing — a prompt then offers to hand the encounter to the billing team.

Step 5 — Housekeeping (5 min)

Before signing out, check the Action Items card on your dashboard. If you have pending addendums or signatures, finish them now.
Log mileage with the Mileage & Expenses cockpit shortcut.

Result

One real Initial Evaluation signed, billing-ready, with photos, wound measurements, narrative, and an automatic LCD compliance audit.
You know where to start every day (Patient Management → Wound Cockpit), where your calendar lives (Fleet Calendar), and where to chat your team (Team Chat).

Next up

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