Schedule and Practice Workflow: Well Visits

Version 14.8

About Schedule and Practice Workflow: Well Visits Tab

Path: Smart Toolbar > Schedule button (F7) > Well Visits tab

The Schedule and Practice Workflow combines a number of forms to help you get your work done faster and more efficiently. The Schedule and Practice Workflow consists of a calendar, patient tracking, messages, a task list, encounter information, well visit information, diagnostic tests, referrals, documents, surveys, and a patient prescription queue.

The Well Visits tab displays the notes for well visits that are not finalized by a provider by a selected date. This view can be set to view other provider’s well visits or all well visits.

Schedule and Practice Workflow: Encounters Tab Map

Number
Section
Description
1
Edit button
The Edit button opens the Preventive Exam - Well Visit window to edit a selected well visit encounter that was not archived.
2
Finalize button
The Finalize button approves and locks a preventive exam note.  Once the note has been finalized it cannot be changed.  After a note has been finalized, open the finalized note and click the Addenda tab.  An addendum can be created, edited, and viewed in the Addenda tab to add information to the encounter note. The user approving the finalized note will appear in the Note Finalized by field.
3
Cosign button
The Cosign button adds a cosigner to the preventive exam note after a note has been finalized.  The logged in user name clicking the Cosign button will appear in the Note Cosigned by field.
4
Well Visit List gridThe Well Visit List grid displays the well visit notes for well visits that are not finalized by a provider by a selected date.
5
Left tabs

The left tabs open a different section within the practice's schedule and practice workflow.  The Schedule and Practice Workflow contains the following left tabs: