Facesheet Validation

The Facesheet Validation process checks if all required fields on the patient's facesheet (Information tab) are completed.

Why validate?

Validating the facesheet ensures important identification and demographic information has been collected for the patient and their contacts. Validation is required for some EMR features to function as expected. This includes:

• Adding a Evaluations to the patient chart
• Submitting Doctor's Orders
• Sending Lab Requisitions to your integrated lab partner(s). Example: sending a LabCorp Order
• Sending charges to your integrated billing partner (Avea or CMD)
• Enrolling the patient in ePrescribe (eRx)

Validating the Facesheet

Unvalidated facesheets display the warning message "Patient Information Has Note Been Validated - Please Validate" above the Patient Information section of the facesheet.

To validate the facesheet:

1. Open the patient's chart and click Edit Patient.
2. Scroll to the end of the page and click Validate form.
3. If there are missing fields, the system will display a warning message with the missing information at the top of the page.
4. Additionally, the system will highlight any missing fields within the form.
5. Finally, make sure that the patient's First Name field only contains their legal first name and that any additional nicknames or their preferred name are only recorded in the Preferred Name field.
6. Once you've completed each missing field, the system will display a green successful validation message.
7. If your facility uses integrated billing, data will automatically upload to the SFTP when the facesheet successfully validates.