Viewing Screening Tools
You can document details provided by the patient in all the screening and assessment tools configured by the practice during a patient encounter.
Screening tools that appear on the Screening Tools template for a selected specialty in an encounter, vary based on the configuration. When you do not select a specialty for an encounter, all the screening tools automatically appear on the Screening Tools template. You can select the Current Specialty or All option to filter the screening tools on the Screening Tools template.
The following indicators appear adjacent to the screening tools and indicate whether the screening tool opens as a template or a website.
- An asterisk * indicates that the screening tool is used during the current encounter.
- The letter T indicates that the screening tool opens as a template.
- The letter W indicates that the screening tool opens a website.
If a screening tool is not configured to open as a website or as a template, the screening instrument and the performed date are automatically updated when you select the tool. You can manually enter the score.
You can only update or remove records related to screening tools from current encounters. The details and plans related to the screening tools from the current encounter appear in documents, representing that details discussed during patient encounters are accurate and complete.