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Flag a Note as Incomplete

Version 20.7

Overview

Flagging a Visit Note as 'incomplete' sets a visual reminder for the provider that an Encounter or Well Visit Note is incomplete. This indicator is set prior to saving the Note.

Flag a Note as Incomplete

  1. Prior to closing the note, select the Flag as incomplete checkbox.

  1. Exit and save the note.
  2. The visit note displays with a status of, NOTE STATUS:  MARKED AS INCOMPLETE in the following areas.
  • Well Visits or Encounters within a patient's chart.

  • Clinical Work window in the Encounters or Well Visits tab.

Complete the Note

  1. From the Encounters or Well Visit tab in the Clinical Work window, or from Encounters or Well Visits within the Patient Chart, select the note and click the Edit button.
  2. Uncheck the Flag as incomplete checkbox. 
  3. Complete and finalize the Visit Note.

NoteIf you attempt to finalize the note before deselecting the Flag as Incomplete checkbox, a Confirmation dialog box is displayed to warn you that the note is marked as incomplete. Click the No button if additional edits are needed, or click the Yes button to finalize the note.

Version 14.10

Overview

There may be instances when a provider needs a visual reminder that an encounter or well visit note is incomplete. Prior to saving a note, an indicator can be set as this visual reminder to flag the note as incomplete. 

To do this:

  1. Prior to closing the note, select the Flag as incomplete checkbox.
  2. Exit and save the note.

  1. In the patient's Encounter or Well Visit tab of the chart the Progress Note column displays NOTE STATUS:  MARKED AS INCOMPLETE 
  2. To complete the note and resolve the incomplete status:
  1. From the Encounters or Well Visits tab on the Schedule and Practice Workflow window, you will see notes that have not been finalized and have been flagged as incomplete. Highlight the note and click the Edit button.
  2. Deselect the Flag as incomplete checkbox. 
  3. Complete and finalize the note.
Note: If you choose to finalize the note prior to deselecting the Flag as Incomplete checkbox, a Confirm window appears to warn you that the note is marked as incomplete. Click No if additional edits are needed or click Yes to finalize the note.