1. Log in to your account via the AR app. Tap the bubble icon in the bottom right, then the magnifying glass icon above it. Type in the patient's name in the search box. Once you see the patient's name, tap it.
From the patient's timeline, hit the plus sign in the top right and then select Health.
2. Select the appointment you want to attach to the procedure and this will auto-populate all remaining fields based on the appointment details. If the client hasn't booked an appointment, you won't be able to select anything here.
If there is no appointment booked, however, you can still fill in the remaining details below such as Service, Provider, Clinic Name and Procedure Date and Time.
Tip: Important note: If you attach an appointment or a service to the procedure, the forms (attached to the service) either required for the service, or that were completed by the patient via their patient portal account prior to the appointment, will also be attached to the procedure.
3. From this page, you'll need to name the encounter in the Chief Complaint field (GFE, Health Visit, etc), and then below, you can add in the procedure notes.
If you have Dot Phrases added to your account, simply hit the period on your device's keypad and a list of your dot phrases will show up. You can create and manage your Dot Phrases through Settings > Clinical Documentation on the web.
Once you're done, hit Next in the top right.
4. Next you will review completed and/or complete additional Questionnaires that are required for the procedure.
If additional forms need to be filled out during this time, you can click from the rest of the questionnaires under the Patient Questionnaires section and populate them to the top into the Required for Procedure section.
5. A Red Box indicates the questionnaire is incomplete or the patient has not yet fully filled it out through their Patient Portal ahead of their visit. You can click directly on the questionnaire to begin filling it out, or click Save & Fill at the bottom of the screen.
If you click the Actions button in the upper right hand corner, you can Mark on File if you don't need the patient to fill out the form during this visit.
If you Mark a Questionnaire on File, this will not necessarily complete the questionnaire or add it as a completed form to the Patient's Documents, but it will let you bypass the action of having the patient complete it for this specific procedure.
If you accidentally mark on file, click Actions again to restore to incomplete.
6. When completing a questionnaire with the patient, you can either answer the questions on their behalf, or you can hand the device to them and utilize the Lock icon in the upper right hand corner. This action will prevent the patient from being able to navigate outside of the questionnaire. To Unlock, simply click the lock icon again and you will be prompted to log back into your account in order to proceed to the next step.
7. Consents are the next step here. Any consents required for the procedure will already show in the Required for Procedure section at the top. If additional consents need to be signed during this time, click on the consents under the Patient Consents section and this will populate them to the top as well.
8. You can utilize the Actions button in the upper right hand corner to either Mark on File, or if there are multiple consents required for the procedure, you can choose to have the patient read through and Sign All at Once. This is for any incomplete consents that have not yet been signed by the patient.
Initials on pages: When this is checked for a consent, in addition to the patient providing their signature at the end of the consent, they will also need to account for their initials on each page. This is an additional protection against you and your patients, and is a required action if enabled.
Witness Signature: When this is checked for a consent, in addition to the patient signing the consent after reading through, a witness will also be required to provide their signature at the time of the visit in order for the consent to be marked as fully complete through the chart.
If a patient fills out a Consent through their Patient Portal prior to their visit that also requires a Witness Signature, upon clicking into the Consent you will only see a place for the Witness to provide their signature and name printed at the bottom.
If there is no Witness signature required, you will not see this action when completing Consents with the Patient.
You can manage Consent settings for Initials on Pages and Witness Signatures required through Settings > Clinical Documentation > Patient Paperwork > Consents on the web.
9. After completing and saving your Health Procedure, you will be taken back to the patient's timeline to view the recent chart at the top.
From here, you will see either a checkmark or red box indicating whether consents and questionnaires have been fully completed or not. You can add Traceability and services to the chart which will also auto generate the invoice for you at checkout, and if you need to add more notes related to the procedure you can use the Notes button to the right of the chart.
Please note: You can also take payment directly from the procedure if the patient needs to purchase anything service or retail related, and if your chart is fully complete and ready to sign, you can Review & Sign / send to an MD from here as well.
