Actions Menu
Patient -> Patient Contacts
The Actions menu exposes a lot of special functions for the currently selected patient.
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Search Within Record
Use this feature to search for a word or phrase within this record
Authorizations
View/Add insurance authorizations.
Collect Copay
Collect a copay.
Associate External Contacts
Associate external contacts with the patient contact record.
Send Paperwork Notification
Sends a Paperwork Notification for the Appointment Record (not available for Collaterals). For more information, see the section on Sending Paperwork Notifications.
Print Appointment Note
Prints an Encounter Form for the current Appointment Record.
Schedule Next Appointment
Opens the schedule and prompts you to add another appointment for the current patient.
Completed Paperwork
Displays all paperwork completed for the current patient.
Vital Tracking
Displays a form that allows you to track vital signs such as:
- Height
- Weight
- Waist Circumference
- Temperature
- Blood Pressure (Sitting/Standing/Lying)
- Pulse Rate (Sitting/Standing/Lying)
- Respiratory Rate
- Triglycerides
- LDL
- HDL
- Total Cholesterol
- Fasting Glucose
When a height and weight are entered, BMI and BSA will be automatically calculated.
Buttons on the bottom of the form will let you view the vital information in both a chart (height, weight, and blood pressure), or graphical format (all vital signs). Certain vital information is also accessible through the Patient Dashboard.
Medication Listing
Displays a list of all medications prescribed. Click the View Complete Report button for a more detailed view.
View Related Documents
Displays a list of related documents.
View eForms
Displays eForms.
Appointment History
Displays a report of all recorded appointments.
Collateral History
Displays a report of all recorded collaterals.
Missed Appointment Rate
This will display a report that details the number of appointments the patient has kept versus those canceled for various reasons.
Kept Appointments Without Patient Signature
Displays a report of all kept appointments over a date range where a patient signature was not collected. This report is only available for agencies that have licensed the eForms module.
Medication Compliance
This will display a report about the rate of medication compliance. The data for this report is gathered from the Medication Compliance field on each of the Progress Note templates.
Impairment Ratings
This will display a graph of the data collected from the Impairment Ratings throughout the program.
Acuity Ratings
This will display a graph of the data collected from the Acuity Ratings throughout the program.
GAF Ratings
This will display a graph of the data collected from the GAF ratings throughout the program.
Treatment Plan Progress Report
This will display a graph of the data entered in the Treatment Plan Form in the Progress Towards Goal and Progress Towards Objective fields.
Test Results
This will display the results of the tests administered through the Testing Wizard (if available).
Create Envelope Label
This will create mailing labels for various people associated with the patient’s record.
Create C-CDA
As part of meaninful use this allows you to export a Continuity of Care Document in different views.