Navigate Notes and Treatment Plans

Access Notes

1. Enter the first 2–3 letters of the patient's name or date of birth (mm/dd/yyyy) in the top navigation bar search box.
2. Click to select the patient from the auto-populated results. The patient's Facesheet page opens.
3. Click Notes. The Notes page opens.

Navigate Notes

1. +Create Treatment Plan: Click to create a new treatment plan.
2. + Create Note: Click to create a new note using the default note type.
   • Click the drop-down arrow to create a note from other active note types.
3. Select filters to view specific notes.
   • Sort by: Sort by Date of Service or Last Update.
   • User: Display notes for All users or by a specific user.
   • Display: Display Active, Marked as Error, or CCD Imports notes.
   • Note Type: Display All note types or by a specific note type.
4. Status:
   • Open: The note is created but not yet saved.
   • Signed: The note is signed.
5. The following details displays for the note:
   • The type of note.
   • A lock icon displays when another user is accessing the note. If necessary, advise the user to unlock the note.
   • The Chief Compliant in the note.
   • The provider assigned to the note.
   • The date of service and the date the note was last updated.
6. Access note:
   • Open: Click to view and edit an unsigned note.
   • View: Click to view a signed note.

Navigate Treatment Plans

The Treatment Plans section only displays when a treatment plan is created for the patient.

1. Display: Filter by Active or Marked as Error treatment plans.
2. Status:
   • Draft: The treatment plan is created but a provider and patient signature has not been documented.
   • In Progress: The treatment plan is created with a provider and patient signature documented.
   • Closed: A treatment plan is marked as completed.
3. The following details displays for the treatment plan:
   • The provider assigned to the the treatment plan.
   • The start date of the treatment plan and the date it was last updated.
4. Open: Click to view, edit/update, complete, or mark the treatment plan as error.