Assessments can be added to Today's Assessments in several ways, including by selecting from the patient's clinical problems or diagnosis history, the provider's list of favorite assessments, the Common Assessments template, or the diagnosis search window. New assessments can be added to various lists for the patient or the provider's My Favorites list, and they can be sorted to display in a preferred order.
- If a technician is acting as a scribe for the provider, select a name from the Scribe field.
- Review Today's Concern/Reason For Visit.
- Select an assessment from the grids in the following areas to add it to the Today's Assessment grid.
- Clinical Problems
- Dx History list
- My Favorites list
- To select an assessment from the Common assessment template, click the Common Assessment link.
- To search for an assessment, click the Diagnosis Lookup link.
- Document an Impression.
- Document a Plan by typing in the field or click the following links.
- Cataract Post-Op
- Quick Plan
- OPH Plan
- My Phrases or free text
- Selecting to document a General Plan
- Document patient's Return To Clinic.
- Select a previosuly documented impression or plan from the Previous Impression/ Plan grid and add it to Impression/Plan Summary.
- Click Add to Grid.
The assessment, impression, and plan are added to the Impression/Plan Summary grid.
