VISIT NOTES FEATURE

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The user needs to select the Note Type to start with the note.

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1. SAVE

- - Click on the “Save” icon to save the note and activate the auto-save functionality.

2. REVIEW

- - Clicking on the “Review” icon will ensure that all required fields are properly filled out.

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3. ELECTRONICALLY SIGN

- - Clicking on the icon pops out an area to enter PIN to e-sign the note. Consequently, the note will no longer be editable.

4. DELETE

- - Clicking on the icon will delete the note.

(NOTE: Only appears if the visit note status is in progress or reviewed.)

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Once the visit note is signed, notice that there will be new buttons displayed.

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5. UNSIGN

- - Removes the e-signature of the carestaff and makes the note editable.

6. QA COMMENTS

- - In the latest QA comments update, users now benefit from enhanced functionalities. Here's a detailed guide on the new features:

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EDIT COMMENTS:
- - Users can now edit QA comments. After making changes, clicking "Done" will update the comment content and the last update date.

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SAVE COMMENT:
- - Clicking "Save Comment" adds the comment to the top, similar to the display of the first and second comments.
  - The system records the note's status before the QA comment was saved, along with the date and time. This information is displayed at the top right of the comment.

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DELETE COMMENT:
- - Users can delete QA comments by clicking "Delete QA Comment." A confirmation popup will appear to ensure the intentional deletion of the QA comment.

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OPEN FOR REVIEW:
- - Selecting "Open for Review" unsigns the visit note, changing the status to "In Progress" for review.

COMPLETE QA:
- - Choosing "Complete QA" updates the visit/wound note status to "QA Completed," rendering QA comments as read-only.
  - Unlike before, the popup doesn't close automatically after saving. Users must click "Close" or "Complete QA" to exit the popup.

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PROMPT FOR UNSAVED COMMENTS:
- - If there are unsaved comments when clicking "Open for Review" or "Complete QA," the system prompts the user to save before proceeding.

Note: Existing QA comments data in the agency is now tagged as "Existing QA Comments," ensuring clear differentiation in the system.

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7. MORE OPTIONS

- - EDIT VISIT PLAN DATE
    - - Allows user to input the actual date and time of the visit.

- - BASE NOTE FROM
    - - Allows user to copy the visit notes previously created notes within the episode.

- - VIEW POC
    - - This will show the user a read-only copy of the POC of the patient.

- - UPLOAD FILE
    - - Enables user to upload a scanned document or any supporting document for that visit.

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8. SPELL CHECK

- - Clicking on this icon activates the spell check feature of the system.

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9. CLINICAL PATHWAYS TEMPLATE

- - Displays the Clinical Pathways Library.

10. CLINICAL GUIDES

- - Shows the link to teachings and instructions recommended by the case manager.

11. POC TEMPLATE

- - Displays a list of pre-created POC instructions.

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12. NURSING PROBLEMS

- - Displays a list of nursing diagnoses that can be used for the visit note.

13. CO-SIGNING CARESTAFF

- - Allows another care staff to co-sign the note.

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Version Control #: DSL2019-2.2

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