Description

Screen documents evaluation notes by clinical users. These notes can be included in the patients Progress Note.


Access 


Through the Side Bar section: Click on the Evaluation Notes button on the Side Bar of the Progress Note screen. Can't find the Evaluation Notes button: Click on Settings button on the toolbar of the Progress Note screen, Select the Side Bar Settings option. Select the Evaluation Notes item from the available items area on the right side of the screen and drag/drop into the items window on the lower left corner of any Side Bar category. Press the Save button in order to store the change. The Side Bar panel will refresh and the button will appear under the category where it was added.

Through the Search section: Click on theSearch button located at the left side of screen and then select the Evaluation Notes button.

Through the Patient Dashboard section: Click on the Evaluation Notes link, located in the Patient Dashboard or click on theAdd button.


Sections


Buttons

  • Add: Allows to add a evaluation note with the date and provider's name. 
  • Delete: Allows to delete evaluation notes. 
  • Cancel: Allows to cancel evaluation notes. 
  • Save: Allows to save the added evaluation note. 
  • Print: Allows to print the selected evaluation note. 
  • Previous: Allows to close screen. 


  • Filters: By date range or click on View Todays to limit to the current date.
  • Select All: Allows to select all the patient's evaluation notes. 
  • Active/ Inactive: Evaluation Notes can be filtered by active or inactive. 
  • Display Grid: View patient's evaluation notes. 
  • Detail: View the detail of the selected evaluation note.