Well Visit: Visit Information

Version 14.19

About Well Visit: Visit Information Tab

Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Well Visits > New or Open Note button > Visit Info

The Visit Information section of a Well Visit is where the details of the visit are entered or are auto-populated.

Well Visit: Visit Information Map



Visit Info buttonThe Visit Info button displays the Visit Information window in the patient's Well Visit note.


Well Visit Function buttonsThe function buttons delete an entire Well Visit note, edit a Well Visit note, or save a Well Visit note.
Flag as Incomplete checkboxThe Flag as Incomplete checkbox marks the Well Visit note as unfinished.
Visit Information

The Visit Information details include the visit date/time, place of service, appointment type, and staff information.

Version 14.10

About Preventive Exam: Visit Info Tab

Path: Smart Toolbar > Chart button > Well Visits tab > Open Note > Visit Info tab
Path: Smart Toolbar > Schedule Button > Well Visit tab >  Edit button > Visit Info tab

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 Visit Info window displays the details of the visit such as time, date, place, type, nurse, provider, supervised, patient location, and length of visit.  

Preventive Exam: Visit Info Tab Map



Well Visit Note Editor tab

The Well Visit Note Editor documents the patient preventive exam.  The Well Visit Note Editor contains the following tabs:


Care Plans tabThe Care Plans tab lists, prints, and manages care plans for a patient’s health maintenance schedule.
Prior Well Visits tabThe Prior Well Visits tab lists the previous preventive exam notes.


Templates tab

The Templates tab lists the templates that are created, edited, and reviewed in the Well Visit Template Editor. Templates are pre-written scenarios you can use in a well visit to document common pediatric diagnoses. Templates include detailed descriptions for the usual pertinent positive and negative findings of a wide variety of illnesses, with a standard assessment, plan and ICD-10 coding. Included with your installation of Office Practicum are Pediatric specific templates.

Function buttonsThe Function buttons delete an entire well visit note, edit a well visit note, or save an well visit note.
Flag as Incomplete checkboxThe Flag as Incomplete checkbox will mark a well visit as unfinished.