Version 20.7
Overview
Visit Placeholders are typically only used during a Split Go-Live. The purpose of applying a Visit Placeholder is so that the practice staff knows where to locate the visit information after the Practice has fully implemented OP.
Apply a Well Visit Placeholder Template
- From Tracking, select the patient, and right-click to select Open well visit.
- Click No when asked if you want to apply the default template for the patient's age. The Visit Note is displayed.
Warning: Clicking Yes to apply the default template for age is not appropriate during a Split Go-Live, as the Visit is not being charted in OP. If you accidentally click Yes to apply the default template for age, exit the note without saving and start over. |
- Click on the Complete List button.
- Search for the Well Visit Placeholder template, and click the paperclip button to apply it to the Visit Note. The Interval History field is populated with "Here for Well Visit: See Paper Chart" as constructed in the template.
Apply an Encounter Placeholder Template
- From Tracking, select the patient, and right-click to select Open encounter.
- Click No if asked if you want to apply a template. The Visit Note is displayed.
- If not already there, click the CC/HPI/ROS section of the Note.
- In the All Templates field, search for and select the Encounter Placeholder.
- Click OK to apply the sections of the Placeholder Template. The Chief Complain (CC) is populated with "Here for Sick Visit: See paper chart" as constructed in the template.
