Resource Center

Patient Management

New Consultation

A new consultation can be created from the Home page by typing the Patient Name/ID in the search bar, which will give options to start an encounter, or from the Patient Dashboard by clicking the '+' on top bar and selecting 'Encounter' option. There are 4 ways in which you can create the consultation chart.

  • Quick
  • Brief
  • Comprehensive
  • SOAP Template

Quick Consultation

To create a 'Quick Encounter' follow the steps given below.

  1. Go to 'Patients' icon
  2. Select the patient from the list and go to the patient dashboard.
  3. Click on '+' on top and select 'Encounter' option.  A window will appear on the screen asking to select the type of consultation.
  4. Select 'Quick' option.
    New Quick Encounter
  5. Click on 'Create' to continue with the quick consultation.
    Quick Encounter
  6. Once you finish charting, click on 'Sign' to sign the chart note.

Brief Consultation

To create a 'Brief Encounter' follow the steps given below.

  1. Click on Patient icon.
  2. Select the patient from the list and go to the patient dashboard.
  3. Click on '+' on top and select 'Encounter' option. A window will appear on the screen asking to select the type of consultation.
  4. Select 'Brief' option.
    New Brief Encounter
  5. Click on 'Create' to continue with the brief consultation.
    Brief Encounter
  6. Once you finish charting, click on 'Sign' to sign the chart note.

Comprehensive Consultation

  1. Click the Patient icon.
  2. Select the patient from the list and go to the patient dashboard.
  3. Click on '+' top and top select 'Encounter' option. A window will appear on the screen asking to select the type of consultation.
  4. Select 'Comprehensive' option.
    New Comprehensive Encounter
  5. Click on 'Physician Notes' option to enter detailed notes about the patient.
    Comprehensive Encounter
  6. Once you finish charting, click on 'Sign' to sign the chart note.

SOAP Template Consultation

  1. Click on Patient icon
  2. Select the patient from the list and go to the patient dashboard.
  3. Click on '+' on top and select 'Encounter' option. A window will appear on the screen asking to select the type of consultation.
  4. Select 'SOAP Template' option.
    New SOAP Template Encounter
  5. Choose the name of the SOAP template. Once the template gets loaded in the chart, you can enter the notes about the patient.
    SOAP Template Encounter
  6. Once you finish charting, click on 'Sign' to sign the chart note.

File for Review

  1. Go to Home page and click on 'Chart Notes' icon
  2. By default, the unsigned encounters will be listed.
  3. Select the encounter of a particular patient that you wish to submit for review.
  4. Click on 'More Options' (...) icon and select 'File for Review' option. 
    File for Review Option
  5. A popup will open, asking you to choose a physician's name to whom you want to file the chart note for review.
    File for Review
  6. Select the physician name and click on 'Submit' to file the chart for review.

Review Charts

  1. Go to 'Home' page and click on 'Chart Notes' icon. The following screen opens up.
    Review Patient Charts
  2. Select a chart note to review its content. Once you have review, click on 'Sign' to finalize the chart note.

Generate Referral Letters

  1. Click on the 'Chart Notes' icon and select the chart note of a patient, you wish to create a referral letter for, and click on 'Reports' button.
    Generate Patient Reports
  2. Select 'New Report' and choose a referral template and click on 'Generate' to generate the referral letter.
    Generate Referral Report
  3. Referral letter will open up with the medical condition of the patient. If you wish to edit the referral report, you can use the 'Edit' icon.
    Edit Referral Report
  4. You can print the referral letter by clicking the 'Print' icon.
    Print Referral Report

Add Followup Appointments

Followup appointments for the patients can be created at the end of the consultation by following the steps given below.

  1. Open the chart note and scroll down to the end of the note and click on 'Add Follow up' link.
    Add Followup Option
  2. Recommend the type of followup, viz., Office Visit, Lab Test, Procedures, etc., and add a date. Click on 'Add' to add the followup to the chart note.
    Add Followup
  3. On configuring this, reminders will be sent to the patients about the follow up visits.