To view a Worksheet (SOAP note) for a patient with an appointment and has been checked-in, select the appointment slot for the patient, and then click on the Worksheet Icon as shown in Appointment Scheduling Front Desk Figure 56.

The patient’s worksheet will be displayed as in Worksheet Front Desk Figure 57.

If the patient has an appointment but has been checked-in, the Create a New Visit Dialog Front Desk Figure 58 will be displayed.  Fill in the data on the form after selecting Ancillary Visit or Encounter Radio Button.  Then click OK Button.

The Template Exam Room Flow Dialog Front Desk Figure 59 will be displayed.

Select Go to Worksheet from Exam Room Flow Dialog Front Desk Figure 59 and the Worksheet Front Desk Figure 60 will be displayed.