COLLABORATION NOTES

The Collaboration Note is made by a System Administrator and signed by the assigned discipline or physician. The user will find the Collaboration Note on the patient’s chart under a Certification Period.

This is created during the visit to the patient, and an assigned discipline will call the office for the following reasons:

- Complaint
- Missed Visits
- Change of Physician
- Update Care Plan
- Collaboration
- Others
  - - These options are located at the Reasons field.

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Status - shows the current state of the document, whether it's Not Started, In Progress, etc.
Clinician - displays the name of the discipline that is in-charge of this communication note.
Physician - displays the name of the physician that is in-charge for this collaboration note.

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Note: Clinician and Physician fields can be empty.

Caller Information is the details of the caller who requested the collaboration note.
- - Time - captures the same time when a communication note was created.
  - Internal - when ticked this is for office staff or disciplines only, this will not show on the surveyor’s end.

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- Reasons
  - - Complaint
    - Missed Visit
    - Change Physician - changing of Primary Physician from Previous to New Physician

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- - - Update Care Plan - updates on the care plan will auto-populate to other future documents such as IDT and a new collaboration note.

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- - Request For Collaboration
    - Type of Collaboration
      - Join Visit
        Telephonic Conference
        Supply Request
        Family Compliant
        Family Request
        Patient Request
  - Other (Please Specify Reason)

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- Create Task (Telephone Communication)
  - - Has Task (Check box)
    - Priority
    - Effective Date
    - Due Date
    - Assigned to
- Comments - The user can select any template for the comments by clicking on the “Template” icon. Collaboration Notes Templates are set under the Admin Menu.

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- Patient Alerts - can act as reminders for the clinicians.
  - - Added Alerts will show under the Alerts section of the Patient's Chart.
    - When an alert is tagged as resolved, it will then lessen the Patient's Alerts count.

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CREATING A COLLABORATION NOTE FROM THE VISIT CALENDAR

The user can also make a Collaboration Note through the Calendar — this way the date of the Collaboration Note will be automatically set.

- - Left-click the green area in the Calendar and then select the Collaboration Note option.

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Version Control #: DSL2019-2.2

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