eClinicalWorks Patient Hub Click Guide (Breadcrumb Cheat Sheet)
Step-by-Step Breadcrumb Navigation
1. Login to eCW and go to the top left search bar.
Click: [Patient Search] or [Appointments] > Select Patient Name
2. Once patient is selected:
Click: [Patient Hub] (This opens the full patient profile dashboard)
3. From Patient Hub, you can view:
- [Demographics] > Edit patient details, emergency contacts
- [Insurance] > Check/update payer info
- [Appointments] > View past/future visits
- [Billing Alert] > See if there's a billing note
- [Progress Notes] > Click to read provider notes
4. To create a visit or task:
Click: [New Enc.] (Encounter) > Choose visit type (Progress Note, Phone Note, etc.)
5. To message team or patient:
Click: [Messages] > Choose [New Message] or [Patient Portal Message]
6. To access labs, referrals, etc.:
Click tabs: [Labs] | [Referrals] | [Docs] | [Web Enc.] (Web Encounters)
7. To close or continue work:
Click: [Save] > Then navigate back to schedule or home page.