Well Visit

Articles

Clinical: Start a Well Visit
In this section you will find the steps for opening a Well Visit from the Tracking Window.
Provider: Chart a Preventive Exam (Well Visit)
This section will introduce the users to the steps required to complete Well Child visits. The user will be guided through the windows of a well visit with steps to easily finish the visit.
Confirm Correct Well Visit Template
In this section you will find the steps for assuring the correct age and gender based template is applied.
Interval History and ROS
This section will introduce the users to the section of the Preventive Exam used to document the overall health and changes since last visit.
Allergies and Reactions
This section will introduce the users to the section of a note used to document or review allergies and reactions.
Past Medical History
This section will introduce the users to the section of the visit note used to document or review past medical history.
Family Medical History
This section will introduce the users to the section of a well visit used to document or review family medical history.
Social History
This section will introduce the users to the section of the visit note used to document or review social history.
Birth Info
This section will introduce the users to the section of the visit note used to document or review birth information.
Newborn History
This section will introduce the users to the section of the visit note used to document or review newborn history.
Maternal Pregnancy Hx
This section will introduce the users to the section of the visit note used to document or review Maternal/Pregnancy history.
Risk Assessment
Under the Risk Assessment List, you can choose common risk factors and use them in the care plans for your patients.
Charting Developmental Milestones
This section will introduce the users to the section of the Preventive Exam used to document developmental milestones.
Detail Exam
This section will introduce the users to the section of the Preventive Exam used to document the findings of the exam. The user will be guided through the form to add or modify information.
AG and Counseling
This section will introduce users to the section of the Preventive Exam used to document Anticipatory Guidance and Counseling.
Manage the Order Worksheet (Well Visit)
Version 14.19 Overview The Order Worksheet is used to assign tasks to departments within the practice. Tasks can be associated to an encounter or well-visit template and automatically populate the Order Worksheet or can be assigned through each ...
Order Worksheet: Medication Tab (Well Visit)
How to add a medication to a patient's chart in OP.
Order Worksheet: Lab Tab (Well Visit)
Version 14.19 Overview In this section, the provider will be instructed on how to add orders for diagnostic tests while in a note. Add a Diagnostic Test Click the Assess/Plan tab. Click the Lab  tab. Diagnostic tests associated to the ...
Order Worksheet: Immunization Tab (Well Visit)
How to add an immunization in the Patient Chart.
Order Worksheet: Patient Education Tab (Well Visit)
How to add Patient Education Resources to Encounters during a visit.
Order Worksheet: Survey Tab (Well Visit)
How to add a survey in the Patient Chart.
Order Worksheet: Follow Up Tab (Well Visit)
This shows how follow up visits are created by tasks in the Patient Chart.
Order Worksheet: Other Tab (Well Visit)
How to add other tasks in a well visit note in the Patient Chart.
Assessment and Plan
This section will introduce the users to the steps required to code a visit with diagnosis codes.
Code and Finalize a Preventive Exam
This section will introduce the users to the steps required to code a visit and finalize the note.
Well Visit Placeholder
The purpose of applying a placeholder is so that, in the future, we'll know where to look for the visit information.
Finalize Open Well Visits
This section will go over how to complete notes that have not been finalized within the well visit with a patient. The user will be shown optional settings to ensure all notes are addressed.