| OP sets all defaults to share all information. Any individual decisions by Practice-users to restrict information sharing (access, use, or exchange) are the responsibility of the Practice in the implementation of its 21st Century Cures Act Information Blocking policies and procedures for its Practice and patients. |
Version 14.19
 This window map article points out some of the important aspects of the window you're working with in OP but is not intended to be instructional. To learn about topics related to using this window, see the Related Articles section at the bottom of this page. |
About Well Visit: Anticipatory Guidance (AG)/Counseling
Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Well Visits > New or Open Note button > AG/Counseling
The AG/Counseling tab displays any counseling and anticipatory guidance notes.
Well Visit: Anticipatory Guidance (AG)/Counseling Tab Map
| Number | Section | Description |
1 | AG/Counseling button | The AG/Counseling button accesses the Anticipatory Guidance and Counseling window in the patient's Well Visit window. |
2 | Well Visit Function buttons | The function buttons delete an entire Well Visit Note, edit a Well Visit Note, or save a Well Visit Note. |
3 | Flag as Incomplete checkbox | The Flag as Incomplete checkbox marks the Well Visit encounter as unfinished. |
4 | Complete List button | The Complete List button 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 of 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. |
5 | Prior Notes button | The Prior Notes button opens a lists the previous Well Visit Notes. |
6 | Anticipatory Guidance text box | The Anticipatory Guidance text box is where you can enter narrative notes of the exam. Phrase Construction can be used to assist with the creation of an Anticipatory Guidance or Counseling narrative. |
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 | Counseling Text box | The Counseling text box is where you can enter the narrative note of the exam. Phrase Construction can be used to assist with the creation of an Anticipatory Guidance or Counseling narrative. |
9 | Visibility | The Visibility drop-down selection determines who has permission to view the Counseling or Coordination of Care note. In the case where there is a critical sensitive matter (ex: abuse, high-profile) the note visibility can be set to an option higher than Any Staff Member. |
Version 14.10
About Preventive Exam: Anticipatory Guidance (AG)/Counseling Tab
Path: Smart Toolbar > Chart button > Well Visits tab > Open Note button > AG/Counseling tab
Path: Smart Toolbar > Schedule Button > Well Visit tab > Edit button > AG/Counseling 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 AG/Counseling tab displays any counseling and anticipatory guidance notes.
Preventive Exam: Anticipatory Guidance (AG)/Counseling Tab Map
Number | Section | Description |
1 | Well Visit Note Editor tab | The Well Visit Note Editor documents the patient preventive exam. The Well Visit Note Editor contains the following tabs:
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2 | Care Plans tab | The Care Plans tab lists, prints, and manages care plans for a patient’s health maintenance schedule. |
3 | Visit Date | The Visit date field indicates the date that the patient preventive exam occurred. |
4 | Prior Well Visits tab | The Prior Well Visits tab lists the previous preventive exam notes. |
5 | 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. |
6 | Function buttons | The Function buttons delete an entire well visit note, edit a well visit note, or save an well visit note. |
7 | Flag as Incomplete checkbox | The Flag as Incomplete checkbox will mark a well visit as unfinished. |
8 | Anticipatory Guidance/Counseling Text boxes | The Anticipatory Guidance/Counseling text boxes are where you can enter narrative note of the exam. Phrase Construction can be used to assist with the creation of a Anticipatory Guidance or Counseling narrative. |
9 | 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. |
10 | Visibility | The Visibility dropdown selection determines who has permission to view the Counseling or Coordination of Care note. In the case where there is a critical sensitive matter (ex: abuse, high-profile) the note visibility can be set to an option higher than Any Staff Member. |
