Choose a Patient

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Now that the research is done and the template outline is finished, we need to create a visit. The purpose of creating a visit is to assign the template to a patient so the template structure can be built.

 

011 New Visit button

From the Dashboard, select the New Visit button

 

012 Dashboard

                                                                                                                                                                 

This brings up the Create Visit dialogue box. We will enter all of the relevant information into this box:

 

013 create visit box

1. Choose a patient

2. Choose the visit type

3. Select the correct template

4. Confirm the remaining settings

 

First, we need to select a Patient by clicking 014 choose patient button , this brings us to the Patient Chooser screen. This screen allows us to search the patient

database using several different criteria. We can search by medical record number (MR), first or last name, date of birth (DOB), or Social Security Number (SSN).

 

Once a criteria is entered, the system begins to fill the patient list with matching patients. When the patient we are looking for is found we can highlight this

patient by clicking on the patient in patient list. Type "Fake" into the First Name box of the Patient Chooser screen. In the patient list box, highlight the patient by clicking Sal, Fog.

 

016 highlighted patient chooser

 

Click 017 choose selected patient to select the highlighted patient into the Create Visit screen. This action will take us back to the

Create a Visit screen, but now the patient information is ready.

Below are the final steps in creating the visit that assigns the patient to the template. Now the patient information is entered correctly, we need to select the other appropriate information.

 

019 select template with arrows

Select the visit type, in this case select Encounter.

 

Choose the correct template. This is done once the visit is chosen. Remember in the creation of a template structure we assign a visit type to the template. This is where that piece of information comes in handy. Once we select Encounter, only a few templates can be selected.

 

Now just fill in the rest of the information, office location, setting, type, date, and the Physician.

 

Make sure your Create a New Visit box is like the one above, the red arrows indicate all of the important information.

 

Now that we have all the information needed, click OK. We are now ready to begin building the actual template tree content.