This option is used to view the session notes associated with an appointment for the relevant patient.



Video Walkthrough

For a live demonstration on Manage Patient Documentation, watch the below video:


 

This page allows you to view and manage session notes linked to the patient's appointments. You can view, edit, upload notes, and control access permissions. You can determine who can access specific notes and manage patient access. These features also help in tracking the edit history of session notes. 

 

Manage Patient Documentation

  1. Navigate to the left navigation bar. Select Patient.                  
  2. Under the Patients list, select your preferred patient.
  3. After selecting the patient, click on "Documentation" on the left, where you can access all details about the patient's appointment sessions. 
  4. There are three tabs: Documentation, Chart and Goal & Intervention on top. Click on Documentation. 
  5. Review the notes associated with the respective sessions in the list. You can use the filter option to narrow down to specific appointments - Provider, Place of Service, Date, Status, Notes, and Locked.                                              


Settings Option

  1. The gear icon on the top right corner symbolizes the Settings icon. 
  2. As you click on it, a pop-up Provider Note Access will appear. 
  3. Select the Access Type - All Providers, All Supervisors, and Rendering Provider. 
  4. Click Update to save changes!



Action Button

This option consists of three horizontal dots (...) on the Action column (right). It enables access to further actions like:

  1. Add New Template: Use this option to add a new session note template for the session.
  2. View/Edit Notes: View and edit the corresponding session note. 
  3. Copy Notes: Copy an already created session note to create a new session note. 

              


Notes Column

The Notes column (second right) shows the note added to the particular appointment. It also provides additional information about the note - whether locked or unlocked. 

  1. Click the note block to view the session note.
  2. The red trash icon allows you to delete the session note. 
  3. Settings icon: Note level provider note access
  4. Note access toggle: Turning the toggle on enables patients to access and view the corresponding note.