Log a Visit from the Appointment Calendar

Log a Visit

When the patient arrives:

1. From the Appointment Calendar

2. Locate the patient

3. Highlight the appointment, and right click

4. A menu displays

5. Select Log Visit.

   

6. The Enter Visit window opens

7. Complete the information needed to move this patient to the Whiteboard.

8. The Visit Type, Category, Purpose, Provider, Visit Date, and Start Time populates from the Appointment.

9. If an Encounter is available for this visit:

10. Select Encounter

11. The list of items to be completed for this Visit Type displays

12. Double click the items needed ( A "Y" appears next to each item selected)

13. If selected by mistake just double click it again to remove the "Y"

14. Select Save and the Visit displays on the Whiteboard.