Version 14.19

About Preventive Exam: Plan/Orders

Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Well Visits > New or Open Note button > Plan/Orders

The Preventive Exam window charts a patient well-visit exam. The Preventive Exam window helps to code and complete a preventive encounter visit. The preventive exam note encompasses both narrative and comprehensive formats. It also allows you to customize the layout of the note. The note is added to the patient chart.

The Plan/Orders window adds/modifies the plan and patient instructions for the encounter, and allows for orders to be created. It also includes the Order Worksheet, allowing you to place lab orders, medication orders, patient education, surveys, and follow up visits.

Preventive Exam: Plan/Orders Map

Number	Section	Description
1	Plan/Orders button	The Plan/Orders button opens the Plan/Orders window in the patient's well visit note.
2	Encounter Function buttons	The Function buttons delete an entire encounter note, edit an well visit note, or save an well visit note.
3	Flag as Incomplete checkbox	The Flag as Incomplete checkbox will mark an preventive exam as unfinished.
4	Complete List button	The Complete List button provides a complete list of preventive exam templates.
5	Prior Notes button	The Prior Notes button views prior notes and messages for the selected patient.
6	Plan panel	The Plan panel text box provide notes to the plan (solution) and patient instructions. The notes in this text box will appear based upon the template chosen.
7	Phrase Construction button	The Phrase Construction button opens the Phrase Construction window. Phrase Construction assists with the creation of notes and other text-based descriptions.
8	Copy button	The Copy button copies the text in the plan notes and pastes the notes in the patient instructions text box.
9	Add Sick Encounter button	The Add Sick Encounter button creates or opens an encounter not in the patient's chart.
10	Patient Education Given checkbox	The patient education given checkbox provides an indication that the patient was provided with the proper instruction for the reason of the patient encounter visit and the solution to resolve the diagnostic assessment.
11	Patient Instruction	The Patient Instruction are used to provide notes inside the Plan or Patient Instruction text box. The notes in this text box will appear based upon the template chosen.
12	Order Worksheet	The Order Worksheet assigns tasks to departments within the practice. Tasks can be associated to an encounter or well-visit template and automatically populate the Order Worksheet. Tasks can also be assigned through each of the tabs located on the Order Worksheet. : The Order Worksheet Summary tab displays the tasks/orders with their corresponding special instructions, diagnosis, CPT codes, date, and status. : The Medication Entry tab allows you to create, add, refill, print, send and review prescriptions from this location. : The Diagnostic Test and Lab Entry tab is where you can add a diagnostic test, create a diagnostic test order, modify an order, and perform a diagnostic/test requisition from this location. : The Immunization tab allows you to create and modify tasks for immunizations in this location. Clicking the needle icon accesses the patient’s immunization chart. Recommended vaccines are indicated at the bottom of the order worksheet. : The Patient Education tab allows you to create, modify, and view resource/handout orders from this location. : The Survey tab allows you to create, modify, and administer survey orders from this location. Clicking the Do Now button opens the Survey window. : The Follow Up Task tab allows you to create and modify follow up orders, and select to schedule a followup from this location. Clicking the Do Now button opens the Schedule and Practice Workflow window : The Other Task tab is where you can add a referral letter, create tasks for miscellaneous activity, modify a task, and perform tasks from this location. Clicking the Add Referral Letter button opens the Referral/Care Transaction Details window.
13	Do Now button	The Do Now button performs the selected task.
14	Create button	The Create button creates a checklist of tasks for the current tab.
15	Delete button	The Delete button deletes a selected task for the current tab.