Description

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


Access 


Through the Side Bar section: To access the Evaluation Notes in the Progress Note screen, click the Evaluation Notes button on the Side Bar. If the Evaluation Notes button is missing, click the Settings button on the Progress Note screen's toolbar, then choose Side Bar Settings. From the right side's available items, drag and drop the Evaluation Notes into the lower left corner's items window under any Side Bar category. Click Save to apply the changes. The Side Bar will update, and the Evaluation Notes button will now be visible in the chosen category.

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

Through the Patient Dashboard section: Click on the "Evaluation Notes" link in the Patient Dashboard or click on the "Add" button.


Sections


Buttons

  • Add: Enables the addition of an evaluation note along with the date and the provider's name.
  • Delete: Enables the deletion of evaluation notes.
  • Cancel: Enables the cancellation of evaluation notes.
  • Save: Enables the saving of the added evaluation note.
  • Print: Enables printing of the selected evaluation note.
  • Previous: Allows to close screen. 


  • Filters: Select by date range or click on 'View Today's' to restrict the view to the current date.
  • Select All: Enables the selection of all the patient's evaluation notes.
  • Active/ Inactive: Evaluation notes can be organized according to their active or inactive status.
  • Display Grid: View patient's evaluation notes. 
  • Detail: For details on the selected evaluation note, please use the detailed view option.