Version 20.14

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: Plan/Orders

Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Well Visits > New or Open Note button > Plan/Orders

The Plan/Orders window in a Well Visit adds/modifies the Plan and Patient Instructions for the visit, and allows for orders to be created. It includes the Order Worksheet, allowing you to place orders for labs, medications, patient education, surveys, and follow-up visits.

Well Visit: Plan/Orders Map

Number	Section	Description
1	Plan/Orders button	The Plan/Orders button opens the Plan/Orders window in the patient's Well Visit Note.
2	Note Function buttons	The Note 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 Note as unfinished.
4	Visit Status and Room drop-downs	The Visit Status and Room drop-down menus allow the user to select the appropriate status and location of the patient. These selections update the Tracking and Calendar windows.
5	Complete List button	The Complete List button provides a complete list of Well Visit Templates.
6	Prior Notes button	The Prior Notes button views prior notes and messages for the selected patient.
7	Plan section	The Plan section text box provides notes on the plan (solution) and patient instructions. The notes in this text box populate based upon the template chosen. A Phrase Construction button is available in this section so that you can easily add additional documentation.
8	Add Sick Encounter button	The Add Sick Encounter button creates or opens an Encounter Note in the patient's chart.
9	Copy button	The Copy button copies the text in the Plan notes and pastes them in the Patient Instructions section of the window.
10	Patient Instructions	The Patient Instruction section is used to provide patient-specific directives and a summary of the visit. The notes in this text box populate based upon the template chosen. A Phrase Construction button is available in this section so that you can easily add additional documentation.
11	Patient Education Given checkbox	The Patient education given checkbox provides an indication that the patient was provided with the proper instruction for the reason for the visit.
12	Order tabs	The Order tabs are 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. Tasks can also be assigned through each of the tabs located in the Orders window. Below is a description of what each tab is used for from left to right. Order Worksheet Summary: Displays the tasks/orders with their corresponding special instructions, diagnosis, CPT codes, date, and status. Med: Allows you to create, add, refill, print, send and review prescriptions. Lab: Allows you to where you can add a diagnostic test, create a diagnostic test order, modify an order, and perform a diagnostic/test requisition. Imm: Allows you to create and modify tasks for immunizations. Clicking the icon accesses the patient’s immunization chart. Recommended vaccines are indicated at the bottom of the Order Worksheet. Pat Education: Allows you to create, modify, and view resource/handout orders. Survey: Allows you to create, modify, and administer surveys from this location. Clicking the Do Now button opens the Survey window. Follow-Up: Allows you to create and modify follow-up orders, and select to schedule a follow-up from this location. Clicking the Do Now button opens the Schedule window. Other: This is where you can add a referral letter, create tasks for miscellaneous activity, modify a task, and perform tasks. Clicking the Add Referral Letter button opens the Referral/Care Transaction Details window.
13	Delete, Create and Do Now buttons	The Delete button detaches/removes the highlighted order. The Do Now button performs the selected task. The Create button creates a checklist of tasks for the current tab.

Version 20.13

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 Preventive Exam: Plan/Orders

Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Well Visits > New or Open Note button > Plan/Orders

The Plan/Orders window in a Well Visit adds/modifies the Plan and Patient Instructions for the visit, and allows for orders to be created. It includes the Order Worksheet, allowing you to place orders for labs, medications, patient education, surveys, and follow-up visits.

Preventive Exam: Plan/Orders Map