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
|Plan/Orders button||The Plan/Orders button opens the Plan/Orders window in the patient's well visit note.|
|Encounter Function buttons||The Function buttons delete an entire encounter note, edit an well visit note, or save an well visit note.|
|Flag as Incomplete checkbox||The Flag as Incomplete checkbox will mark an preventive exam as unfinished.|
|Complete List button||The Complete List button provides a complete list of preventive exam templates.|
|Prior Notes button||The Prior Notes button views prior notes and messages for the selected patient.|
|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.|
|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.|
|Copy button||The Copy button copies the text in the plan notes and pastes the notes in the patient instructions text box.|
|Add Sick Encounter button||The Add Sick Encounter button creates or opens an encounter not in the patient's chart.|
|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.|
|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.|
|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.|
|Do Now button||The Do Now button performs the selected task.|
|Create button||The Create button creates a checklist of tasks for the current tab.|
|Delete button||The Delete button deletes a selected task for the current tab.|
There is no Plan/Orders specific window in OP 14. You can find these fields in Preventive Exam: Assessment and Plan.