Enter Plan Information
Entering a plan includes documenting Management (for example, medications, office procedures, DME), Diagnostics (procedures, tests, labs, consults) Instructions to the patient, and Printed Materials given to the patient. This panel also has an area to enter Verbal Counseling and one to designate Next Visit time frame and X-rays.
The fields (except Verbal Counseling) are picklist-driven and configurable in the Picklist Configuration template.
You can enter data in these ways:
- Click fields to select items from configurable picklists.
- Click on the star or double star icon in the QuickPick Toolbar at the top of the Non-Billable Visit template to load a template default.
- Type text in the Verbal Counseling fields to describe verbal counseling.
Once all information has been entered, sign off on the template (if not utilizing PAQ functionality) and click the Finalize button to open the Finalize Visit template to submit charges.