Worksheet

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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.

 

00154 worksheet button arrow

 

 

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

 

00157 annotation view

 

 

 

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.

 

00155 worksheet check in screen

 

00156 go to worksheet screen

 

 

 

 

 

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

 

00157 annotation view