Before you begin
Ensure that you have selected the
Specialty and
Visit Type as
Care Management.
- On the Plan/Intervention tab, expand the Education/Recommendations panel.
- Click the appropriate check box to identify the topic discussed with the patient.
- If the patient is to follow up with a care manager, click the Follow up w/ Care Manager advised check box. Patient instruction options appear.
- If the patient is to contact the care manager, click the patient to set up option.
If the care manager is to contact the patient, click the Care manager to contact patient option.
- Optionally type comments in the Education/Recommendations comments area.