Finalize Open Well Visits

Version 14.8


This section will go over how to complete notes that have not been finalized within the well visit with a patient. The user will be shown optional settings to ensure all notes are addressed. 

  1. Click the Well Visits tab from the Schedule and Practice Workflow window.
  2. The open or Well Visits not finalized display.

To view Well Visits from prior dates select a value from the Dates radio button selections.  To view Well Visits for other users, select from the Scope field.
  1. Highlight a note in the list.
  2. Click the Edit button.
  3. Click the Summary tab.
  4. Click the Finalize button.