Complete relevant fields in the Clinical Impression/Plan panel.
Enter a date for Patient Follow-Up if required.
Note: You can configure the Patient Follow-up date to be required, on the Practice Config practice template.
Select the Sign Off checkbox.
The screening document is generated automatically.
Once you sign off on the template, the patient is added to the Screening Worklog. If a Patient Follow-up date was entered, a task is sent to the therapist at midnight on the date of the follow-up, as a reminder to contact the patient.
Note: If no follow-up is needed, select the Remove from Worklog checkbox under the Patient Follow-up panel.
