In the Schedule tab within the System Preference window there is a preference to "Automatically reset visit stage when encounter notes are opened." This setting only applies to the lowest sort number for the following OP stages:
- Nurse/triage
- Doctor
Once a staff member with a Clinical level of the "Clinical Staff" or higher (which is set in the Staff Directory) opens the Encounter note, the Visit Stage in Tracking will automatically change to the lowest sort number for that stage (see example below).
- Once the Clinical staff member opens the encounter, the Visit Stage in Tracking will automatically change to the lowest sorted stage for Nurse/triage (we suggest Nurse: In Progress).
- Once the Provider opens the encounter, the Visit Stage in Tracking will automatically change to the lowest sorted stage for Doctor (we suggest MD: In Progress).
Review the image below. In order for the Nurse: In Progress and MD: In Progress to be the automated stages, the Patient Tracking Stages setup should appear as follows.
Note: This will also alter the color of the patient's appointment in the schedule (assuming the stages are not set to the same color). |
Note: If you have previously edited your Patient Tracking Stages, you will need to review your Stages. After making edits to the Patient Tracking Stages, you will need to log out of OP completely, exit the program, and relaunch to see the changes. |
