| R | Review the EHR prior to entering the room | Briefly review chief complaint, vital signs, problem list and recent visits if possible |
| E | Entrance | Greet patient, introduce self and build rapport before introducing the EHR |
| S | Say everything that you are doing | Verbalise all actions performed when using the EHR |
| P | Position of the computer | Position the computer so the patient is able to see the screen when necessary by putting the computer in the patient–provider–EHR triad |
| E | Engagement position | Be in the engagement position during critical conversation with the patient
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| C | Computer confidence | Value the computer, speak positively about the EHR |
| T | Teach | Teach the patient through use of the EHR |
| S | Summarise and sign out | Verbally and simultaneously provide a written summary for the patient Sign out of the computer at the end of the visit |