Copy appointment notes to the chart note

Save time by having the appointment notes pull into the chart note complaint field.

Setup > program setup > charting, select “Copy appointment notes into chart complaint field”.

• Related Articles

• Creating new chart notes

  Chart notes are the templates used to make notes on encounters between practitioner and patient. There are many different templates available, containing multiple different field types. The below example has text boxes, numerical fields, and check ...

• Billing from a chart note

  After notes have been completed, click the ‘bill’ button. A new claim window will populate with any billing items from the chart note, or the billing defaults on the client card. *Note the above example diagnosis, fee codes, and fee modifiers have ...

• Locking chart notes

  Once a chart note is complete and saved, locking the note prevents unintended editing and deleting. Options to lock the chart note: Click the lock button in the chart note. It will ask ‘Are sure you want to lock this record? (Editing will not be ...

• Chart note confidential flags

  Marking the chart note confidential Click the ‘Confidential’ button. Select one of the following options: Mark for my eyes only – only the user who created the chart note can view it. Mark for physicians only – only physicians can view the chart ...

• Appointment types

  Offering different appointment types will help the practitioners anticipate patient needs, as well as defining a timeline for different appointment objectives. Create new appointment types Appointments > Appointment type setup. Click add. Complete ...