From the patient's timeline, hit the plus sign in the top right and then select Health.
Select the appointment you want to attach to the procedure. If the client hasn't booked an appointment, you won't be able to select anything here. You can still proceed with the procedure without an appointment booked through AR by hitting Skip in the top right.
Important note: If you attach an appointment to the procedure, the forms (attached to the service) that were completed by the patient via their patient portal account will also be attached to the procedure.
Here you can also select provider and the clinic's name.
From this page, you'll write the Chief Complaint or the name of the procedure, 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.
Once you're done, hit Next in the top right.
On the next page, choose the consent form you want the patient to sign. If the patient has already signed the form from the patient portal, simply hit Next in the top right.
After signing the consent form, the patient can now complete the questionnaire. Select from the list. If the patient has already signed the form from the patient portal, simply hit Save & Exit in the bottom right.
To view the completed paperworks, tap on QUESTIONNAIRE or CONSENT.
To create and send a prescription to a pharmacy via email/fax, hit PRESCRIPTION.
To add traceability information, click on TREACEABILITY.
To charge the patient, tap on TAKE PAYMENT.
To add more, edit, or delete a note, hit VIEW NOTES (and hit the 3 dots)