Patient Chart: Consents and Directives

Version 14.19

This window map article points out some of the important aspects of the window you're working with in OP but is not intended to be instructional. To learn about topics related to using this window, see the Related Articles section at the bottom of this page.

About Patient Chart: Consent Forms (Consents and Directives)

Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Consent Forms

The Consent/Directive Document window lists and modifies the consent forms and directives that are linked to a medical record.

NoteJust like a paper chart, the electronic chart in OP contains personal health information and should be kept protected and confidential. Always close all windows on your screen and log out of OP when you are not at your workstation.

Consent/Directive Document Map

Number
SectionDescription
1
Mark Reviewed buttonThe Mark Reviewed button adds a log entry that a medical review of records was conducted.
2
Link Medical Record buttonThe Link Medical Record button locates and links a medical record to either a Diagnostic Test Order, Vaccine, Vaccine Indicator, Encounter, Problem List, or Referral Letter.

3

Consent Record gridThe Consent/Directives grid lists the consent records for the patient. Records can be added, removed, and modified. The Document Type (created in the Consent Record Types window) can be set here along with the begin date, end date, and consent mode.
4
Edit Doc buttonThe Edit Document button replaces the Attach Doc button. It opens the Edit Document window.
5
Attached Form and Page(s) tabsThe Attached Form and Page(s) tabs display a thumbnail of the scanned document.

6

Consent Forms buttonThe Consent Forms button accesses the Consents/Directives window in the patient's chart.
7
Attach Document button (not shown)The Attach Document button replaces the Edit Doc button and opens the Search for Scanned items window. It attaches a scanned item to the patient record. The button appears when you add a new line and then select the Consents/Directives window.
Version 14.10

About Patient Chart: Consents and Directives

Path: Smart Toolbar > Chart button > Consents tab

The Patient Chart is the central point of access to all areas of a patient's complete Medical record.  Use the Patient Chart to access and maintain patient records.  

The Consent/Directive Document window lists and modifies the consent forms and directives that are linked to a medical record.

NoteJust like a paper chart, the electronic chart in OP contains personal health information and should be kept protected and confidential. Always close all windows on your screen and log out of OP when you are not at your workstation.

Consent/Directive Document Map

Number
SectionDescription
1
MU buttonThe Meaningful Use (MU) button opens the Office Practicum Quality Improvement Calculator (QIC Calculator). The Office Practicum Medicaid Meaningful Use Visit Calculator is a free tool published by Office Practicum that allows OP practices to determine whether they meet the statutory thresholds to qualify for MU funding.
2
Reviewed buttonThe Reviewed button adds a log entry that a medical review of records was conducted.
3
Link Medical Record buttonThe Link Medical Record button locates and links a medical record to either a Diagnostic Test Order, Vaccine, Vaccine Indicator, Encounter, Problem List or Referral Letter.

4

Consent Record gridThe Consent/Directives grid lists the consent records for the patient.  Records can be added, removed, and modified.  The Document Type (created in the Consent Record Types utilities window) can be set here along with the begin date, end date, and consent mode.
5
Attached Form and Pages tabsThe Attached Form and Pages tab displays a thumbnail of the scanned document.

6

Attach buttonThe Attach button opens the Search for Scanned items window.  It attaches a scanned item to the patient record.

7

Left tabs

The left tabs open a different section within the patient’s medical records.  The Patient Chart contains the following left tabs: