First steps and basic concepts



Now that the minimum system requirements are considered and understood, you are ready to begin your visit to Omnimed's EMR. Here are the first steps to follow to configure your profile and the basic concepts to understand.

Access your profile and update your personal information

The first thing to do when you are logged into Omnimed is to update your personal information in your profile. First, add an email to your account. Your email allows you to retrieve a temporary password by clicking on Reset password   if you forget it and it allows us to do follow-ups with you.

*Note that Omnimed asks you to change your password every 90 days for security matters.

Then, in your profile, add a default institution. If you work in more than one institution, the default one will be the one in which you will be connected in Omnimed when you log in. It will always be possible to change the connection institution when needed.

You can also choose default labels for your clinical notes, favorite quick tasks, and favorite clinical tools in order to fit your profile to your reality and then optimize your Omnimed use and save time.

It is also in your profile that you can change your security question chosen after your first connexion.

Understand the institution concept

If you work in more than one institution, it is important to work in the correct institution in Omnimed, depending on where you are physically working. The following actions are directly linked to your connexion institution:

If you do not find what you are searching for, make sure the institution in which you are connected is the good one and change it if needed.

Understand the mandate concept

Mandates are used to access patients' records. Only health professionals have the right to view, add or modify clinical data in their own name. The non-professional team members must select a mandate in order to do so and cannot work in their own names for these actions. In all cases, activation of a mandate in the header of the application allows a user (professional or non-professional) to fill the medical record of a patient in the name of that mandate. A mandate is related to an institution. If a professional works in more than one institution, he can give his mandate for only one institution or more than one in order to control the access to his patients' files.

Understand the consent concept

A health professional has access, at all times, to the information of which he is the author. Via a mandate, a professional can give another professional access to the information for which he is the author. The family doctor has access to all data belonging to patients registered in his name at the RAMQ. A professional can get access to all data from a patient's record on an ad hoc basis (by clicking on the appropriate button in the patient's record) as long as he obtained explicit consent from the patient. This consent is equivalent to a patient's record of emergency access.