The blue “R” button on the right-hand side of the progress note alerts you that the patient has entered some new information either via the Patient Portal or EZ CHECK IN and allows you to review and reconcile that information. It is crucial that staff select the items they want to be included in the History either by clicking "Select All" or by checking each item off one by one. Any item not selected when the user clicks Done will NOT be included in the patient's History.
After clicking the blue "R" to see what information the patient has entered, it is crucial that staff select which of those items they want to be included in the History. They can do this either by clicking "Select All" or by checking each item off one by one. Staff will then see a red check mark next to the items that will be included in the History.
Clicking Done in the upper right-hand corner will bring you back to the progress note screen, the R will now be gray, and the information selected will populate in the History section.
NOTE: Any item not selected when the user clicks Done in the upper right-hand corner will NOT be included in the patient's History, so it is crucial that those items are checked off before clicking Done.
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