Description

Screen used to select, order and configure a custom description for all of the available clinical evaluation segments. The order in which they appear on this screen is the order in which they'll appear on the printed Progress Note.


Access


Through Settings

  • In the Main Menu, press the Settings button.
  • Press the Settings button and then press the Staff & Providers button.
  • On the Staff and Providers screen, press the PN Settings button, located at the top of the screen. 

Through QuickLinks

  • In the main menu, click on the QuickLink text, located at the top of the screen.
  • Select the Settings option. Then click on the General button and click on the Staff & Providers button.
  • On the Staff and Providers screen, press the PN Settings button, located at the top of the screen.

Through QuickLinks

  • In the main menu, click on the QuickLinks text, located at the top of the screen.
  • Select the Staff and Providers option.
  • On the Staff and Providers screen, press the PN Settings button, located at the top of the screen.

Through Advanced Progress Note

  • On the progress note screen, press the Settings button, located at the top of the screen.
  • Select the Progress Templates Settings option.


Sections


Buttons

  • Copy Templates: Allows you to copy a progress note template configuration from one supplier to another or from one group to another.


  • Create General Progress Note: Pressing this button will automatically display a template with previously configured items, in order to make it easier for the user to configure the template. The user will be able to edit the template as needed.


  • New: Allows to create a new template.
  • Edit: Allows to edit the selected template. 
  • Delete: Allows to delete the selected template.
  • Cancel: Allows to cancel the action. 
  • Save: Allows to save the created template. 
  • Previous: Allows to close the screen.


Secciones 

  • Templates: Allows to write the description of the template to be created. Or it allows you to select previously configured templates. 
  • Providers: In this field, the supplier that is connected to the system will be displayed. If you want the selected template to be used by all providers, press the button. If you want it to be used by a specific provider, select from the Provider field.
  • Filter Templates: Allows to filter the Templates.


Columnas 

  • Template Items: In this column, all the items selected by the user in the Available Items column will be displayed.
  • Available Items: In this column, all the available elements to be selected to create the Templates will be displayed.
  • Order Sets: In this column, the user can select an Order Set when creating the Templates. 
  • Procedures Codes: In this column, the user can add procedure codes when creating the Templates.
  • Diagnosis Codes: In this column, the user can add diagnostic codes when creating the Templates.


Configuration Screen 


Templates Section 

  • Templates: Allows to configure the template name.
  • Provider / Groups: Allows you to select the supplier or group to which the template will be assigned. 
  • Is Default: The user will be able to select the configured template, so that it will be automatically displayed, at the time of the selected supplier or group, open a progress note. 
  • Gender: Select the gender, which you want the progress note template to be displayed. 
  • Age from / Age to: Select the age range of patients for whom you want the progress note template to be displayed.


Progress Templates 

Screen that will display, at the time of the nurse opening a progress note, if the center or office has two or more providers.

Sections 

  • Section: Sections contained in the progress note report.
  • Description: Section description. If the description section is empty, the system will take the one that already exists as Default.
  • Visibility: Section where removing the Checkmark selection allows the user to make the section invisible in the report or adding the selection to make it visible.


Where will it be used?

The settings made on this screen can be viewed when printing the patient's progress note report.



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