Generate the Intake Note Document
After documenting the patient information, the intake staff generates the Intake Note as the written summary of data collected in the encounter. The provider might also generate the Intake Note to obtain an overview of the collected information and then continue with the history of present illness, physical exam, assessment, and plan.
- Click Intake Note at the bottom of the Histories template.
- Review the generated document for accuracy.
- Click the Close icon.