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[ Help Main ] > [Main Navigation Bar] > [Patients] > Incomplete Office Notes

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Purpose: This feature allows the user to view all the incomplete or completed notes.

Dropdowns Description
View This dropdown includes three options “incomplete”, “completed” and “ALL”. The user can set the view to any of these options.
Date This dropdown includes two options “Today” and “Date Range”. If the user selects “Today” from the dropdown, the system will pull up all of the incomplete/completed notes from today. On the other hand, if the user selects “Date Range” from the drop down, the system will prompt the user to enter a date range.
Service Provider This dropdown includes all the service provides from the user's group. When a service provide is selected from this dropdown, the system will pull up this service provider’s incomplete/completed office notes.

 
Buttons Description
Delete Office Notes/Procedures This button allows the user to complete an office note/Procedure from the list. Note: Permission is required to perform this task.

 

To view the incomplete/completed notes:

  1. Selected the type of notes you wish to view from the “View” dropdown.

  2. Selected an option from the “Date” dropdown. Note: If you select “Date Rage” from the “Date” dropdown, the system will prompt you to enter a “From” and a “To” date.

  3. Select the service provider from the “Service Provider” dropdown.

  4. Click the “Update” button.

 

To delete the incomplete/completed note from the list:

  1. Click the “delete” check box next to the note you wish to delete. Note: the user is allowed to select multiple notes to be deleted.

  2. Click the “Delete Office Notes” button.

 

To complete the incomplete/complete note from the list:

  1. Click the “Complete Office Notes” check box next to the note you wish to complete. Note: the user is allowed to select multiple notes to be completed.

  2. Click the “Complete Office Notes” button.

 

To access the incomplete/complete from this page:

  1. Click on the “Service Date” or the “Service Provider” of the note you wish to access.

  2. The system will bring you to the appropriate note.

 

To view the incomplete/complete note:

  1. Click “View”.

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