Viewing a Summary of Patient and Case Details

While working with a patient in any Single Visit template, you can quickly reference case and patient details gathered from the NTS Homepage and NTS Surgery templates. You view these details in the Case Details side panel that appears any time you are on a Single Visit template.

From the side panel, you can do the following:

• Review alerts and precautions. The Alerts button appears if any of the Yes options are selected on the NTS Homepage template. A yellow icon appears next to Precautions when precaution information exists.
• Open the Rapid Flowsheet Worklog template.
• Review information about surgeries, insurance, and precertifications.
• Review dates of onset, next appointment, start of care, progress visits, and the active script and POC periods. An icon next to the following fields indicates the item may need attention or followup:
  • Last Progress Visit and Due in - If there are less than three visits remaining until the next progress visit is due, a yellow exclamation icon appears next to the date. If there are no visits or days remaining until the next progress visit is due, a red exclamation appears next to the date.
  • Active Script - If there are seven days or less remaining until the active script expires, a yellow exclamation icon appears next to the date. If there are three days or less remaining until it expires, a red exclamation icon appears next to the date.
  • Active POC - If there are seven days or less remaining until the active POC expires, a yellow exclamation icon appears next to the date. If there are three days or less remaining until it expires, a red exclamation icon appears next to the date.