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.
- Click the Well Visits tab from the Schedule and Practice Workflow window.
- 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.|
- Highlight a note in the list.
- Click the Edit button.
- Click the Summary tab.
- Click the Finalize button.