Working on a Chart Document Before a Patient's Visit
To save time, you can start a patient’s chart document before the patient checks in. The most efficient way to do this is by using the Non-Visit Documents section in the patient’s Chart tab.
Allows you to create, edit, and attach standalone documents to a patient’s chart.
Documents can be prepared in advance, without requiring the patient to be checked in.
Supports better workflow planning and ensures documentation is ready when the visit begins.
Suggested uses for a Standalone Chart includes:
Seizure log
i131 treatment log
Chemo flow sheet
Blood glucose curves
Medication change log
Radiation treatment log
Pet sitter authorization form
Long term recurring blood test log
Preparing documents in advance of appointments
referring hospital medical records
Creating Chart Documents
Click the New Document button to search for and select a charting template.
The new Chart Document will display “No Visit” at the top, indicating it is not yet assigned to a specific visit.
To assign the document to a Visit Card, click on “No Visit” and select the desired Visit Card Date.
If you need to edit something already tied to an original treatment sheet or invoice instead of adding a document, see Reopening a Tx Sheet.