The General panel enables you to enter or review surgical data, authorized visits and diagnosis. Most of the information that you document in the General panel are one-time entries.
- From the Subjective tab, expand the General panel, and then select one of the patient type options, such as Established patient or New patient.
Note: The Established patient option is automatically selected if a previous encounter exists for the patient.
- To select the relationship of the person providing the details for the patient, click the Historian field.
- Enter the Onset date and the Start of care date.
Note: The Referring provider field displays the provider name entered at the encounter level.
- Select the surgical procedure to be performed.
- Select No or Yes for Patient awareness of diagnosis and prognosis.
Note: The Total number of visits, Today’s visit number, and Total authorized visits are read-only and automatically display the visit numbers based on current physical therapy orders on the PT Orders template. In addition to creating the physical therapy order, a valid insurance authorization has to be set at the encounter level for the Subjective and Objective templates to reflect the correct number of visits.
- Enter the appropriate dates for Due date for re-evaluation, Expiration for referral, and Expiration for authorization.
- Click the arrow next to Occupation field to make a selection.
- Under Precautions / Contraindications fields, click the fields to do one of the following:
- Select the appropriate precaution or contraindication.
- Click the blank line at the top of the list to return to the field and type a new entry.
