Working on a Chart Document Prior to a Patient's Visit
It can certainly be a time saver to begin working on a patient's chart document prior to being checked in for a visit. The best way to do this would be to start the chart document under the Non-Visit Documents section of the patient's Chart tab.
This section allows you to create, edit, and attach Standalone documents to a patient’s chart without having to check them in.
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
Create a Chart Document by clicking on the New Document button, to search for and select a charting template. The Chart Document will show No Visit at the top of the document. To move this document to a Visit Card, click on ‘No Visit’ and select the Visit Card Date you would like to move the document to.