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Optimize Patient Records: Navigate, Enter, and File

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Coursera

Optimize Patient Records: Navigate, Enter, and File

Hurix Digital

Instructor: Hurix Digital

Included with Coursera Plus

Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

2 hours to complete
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

2 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Consistent EHR navigation practice builds muscle memory, enabling fast access to critical patient info during urgent clinical situations

  • Standardized data entry templates reduce errors, ensure documentation consistency, and support care and long-term quality initiatives.

  • Proper digitization and filing maintain record integrity, legal compliance, and seamless information sharing across care teams.

  • Efficient medical record management improves patient safety, provider satisfaction, and overall clinic operational performance.

Details to know

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Recently updated!

January 2026

Assessments

6 assignments¹

AI Graded see disclaimer
Taught in English

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Build your subject-matter expertise

This course is part of the Optimizing the Clinic: Basics of Medical Office Management Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
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There are 3 modules in this course

Let’s be honest...Most Electronic Health Record (EHR) systems feel like they were designed by people who have never actually seen a patient. Our short course is here to change that narrative, and hopefully turn your digital workspace from a cluttered obstacle course into a streamlined clinical tool. We’re starting together at the bedrock with System Navigation Fundamentals. Before we tackle complex data entry or high-level reporting, we’re going to master the "path of least resistance" through the interface. By the end of this lesson, you’ll stop hunting for menus and start navigating with the muscle memory of a pro—saving you clicks, time, and a significant amount of daily frustration.

What's included

2 videos2 readings1 assignment

Now that you’ve mastered the layout, it’s time to tackle the "beast" of the clinical day: Documentation. This lesson moves you beyond simple form-filling and into the realm of high-efficiency charting. We’ve all felt the drain of repetitive clicking and the "copy-paste" trap; this lesson is designed to help you reclaim that time. We will explore how to leverage smart templates and structured data entry to ensure your notes are comprehensive and compliant without keeping you at your desk long after your last patient has left. It’s about charting smarter, not harder, so your records reflect your clinical expertise rather than your typing speed.

What's included

2 videos1 reading2 assignments

Even in a digital age, the "paper trail" has a way of following us into the clinic. This lesson focuses on the bridge between physical media and your streamlined digital environment. It’s one thing to have a patient’s history; it’s another to have that history searchable, organized, and instantly accessible within the chart. In this lesson, we’ll move past simple "scanning and dumping" and master the art of integrating external records—like specialist consults, old lab results, and patient-provided forms—directly into the patient's record. We’re turning static PDFs and grainy scans into dynamic, actionable data.

What's included

2 videos1 reading3 assignments

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Hurix Digital
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Frequently asked questions

¹ Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.