Document Stage for athenaClinicals

1. Display the Assign Appointment Types to Layouts page: On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — Chart/Encounter, click Assign Appointment Types to Layouts.
2. Layout — Select an encounter layout from the menu.
3. Specialty — Select a specialty.
4. Assign appointment types to encounter layout — Select the appointment types that should use the selected layout.
5. Click Add.
   

Note: Changes to appointment type–encounter layout mappings apply only to encounters that have not yet been started.

 

 

If you prefer to create a new type of appointment in which to use the One-Stage Focused Visit or One-Stage PT Focused Visit encounter layout, you can create a new Appointment Type.

1. Display the Appointment Types page: On the Main Menu, click Settings > Schedule. In the left menu, under Practice Links — Scheduling, click Appointment Types.
2. Click Add new.
   Additional fields appear.
3. Name — Enter a name for the appointment type.
4. Short name — Enter a unique short name that is four characters or fewer. This short name appears in the Today's Appointments worklist and in the schedule.
   Note: Choose this name carefully: after you schedule an appointment of this type, you cannot edit the Short name.
5. Duration — Enter the duration of the appointment type, in minutes.
6. Appointment type class — Select the appointment type class from the menu.
7. Schedule color — Click Select to choose a background color for the appointment type.
8. Ordering — Enter a number to indicate the order of the appointment type. If blank, the list is ordered alphabetically.
9. Notes — Enter any notes for this appointment type. These notes appear on the confirmation page after you schedule an appointment.
10. Scheduling
    1. Patient time —
       • Select Yes if this appointment type is reserved for time with patients.
       • If you select No, you cannot book a patient into a slot of this type, and the rest of the fields in this section are disabled. You can select No for appointment types such as Meeting or Lunch.
    2. Generic slot —
       • Select Yes to include this appointment type when searching for other non-restricted appointment types.
       • Select No to exclude this appointment type when searching for other non-restricted appointment types.
    3. Restrict search results —
       • Select Yes to exclude generic appointment type slots when searching for this appointment type.
       • Select No to include generic appointment type slots when searching for this appointment type.
    4. Template only —
       • Select Yes if this appointment type should appear only on scheduling templates. If you select Yes, users cannot schedule appointments of this type.
       • Select No if users should be able to schedule appointments of this type.
    5. Billing slip required —
       • Select Yes to have the Missing Slips worklist display appointments of this type.
       • If you select No, these appointments do not appear in your Missing Slips worklist.
11. Patient Portal (Appears only if your practice uses athenaCommunicator)
    • Display name — Enter the name for this appointment type as it should appear on the Patient Portal.
12. Click Save.

1. Begin an encounter for an appointment type that uses the One-Stage Focused Visit or One-Stage PT Focused Visit encounter layout.
2. In the Document step, document the encounter using the standard sections.
   athenaOne may add sections to the Document step if you select:
   • A reason for visit that's associated with an encounter plan that includes additional sections
   • The Newly referred patient, patient being referred back or new patient check box in the Reason for Visit section (When this box is selected, the Documents for Discussion section appears. Once added, this section cannot be removed, even if you clear the check box.)
3. If additional sections are needed, click the add icon next to the appropriate sections from the Add Sections menu.

 

Prerequisites: The appointment must use the One-Stage Focused Visit or One-Stage PT Focused Visit encounter layout, and the section cannot contain any data.

1. Hover over the section in the Document step of the encounter.
2. Click X
   Note: You cannot remove the following sections:
   • Reason for Visit
   • Assessment & Plan
   • Documents for Discussion

1. Begin an encounter for an appointment type that uses the One-Stage Focused Visit or One-Stage PT Focused Visit encounter layout.
2. Click the arrow under the Document step in the patient banner.
   athenaOne lists the standard sections and any sections you added to the encounter.
3. Select the section you want to go to.

 

These sections are shown in the Document stage of the encounter by default.

 

One-Stage Focused Visit

• Reason for Visit
• History of Present Illness
• Review of Systems
• Physical Exam
• Procedure Documentation
• Assessment & Plan

One-Stage PT Focused Visit

• Reason for Visit
• Physical Therapy Episodes
• History of Present Illness
• Review of Systems
• Physical Exam
• Procedure Documentation
• Exercise Flowsheets
• Assessment & Plan

 

These sections can be added to the Document step of the encounter.

• Vitals
• Screening
• Patient Goals
• Patient Instructions
• Discussion Notes
• Follow Up
• Letters
• Documents for Discussion

Note: athenaOne adds the Documents for Discussion section when you select the Newly referred patient, patient being referred back or new patient option in the Reason for Visit section. After this section is added, you cannot remove it.

 

 

These sections are unavailable in the Document stage of the encounter; however, you can access most of these sections elsewhere.

Section	Where you can access the section
Clinical Add-Ons	Billing tab
Care Plan	Patient briefing, patient chart
Outstanding Orders	Patient briefing

 

 

For certain specialty groups, different sections are now either added or removed by default depending on how often they are used or not used in the One-Stage Focused Visit encounter layout.

 

 

 

 

In the Sign-off step of the Exam stage, you can see all the standard sections, as well as any sections that you added.

 

Click FULL ENCOUNTER SUMMARY to access the full encounter summary.

 

 

From an encounter plan

If the reason for visit that you select is associated with an encounter plan that includes additional sections, athenaOne automatically adds those sections to the Document step.

 

Documents for Discussions section

If you check Newly referred patient, patient being referred back or new patient, athenaOne automatically adds the Documents for Discussion section.

Note: After the Documents for Discussion section is added, you cannot remove it, even if you clear the check box.

 

Add sections

You can add other sections as you need them. Just click the add icon next to the appropriate sections from the Add Sections menu.

 

Reusing sections from a previous encounter

You can also add additional sections by reusing a section of a previous encounter. Just go to the Visits tab, click the view more icon next to an encounter, and then click the reuse arrow next to the section you want to reuse.

 

Remove sections without data

To remove a section, hover over the section and click X.

 

Important: You can remove only sections that don't contain any data. If you attempt to remove a section that contains data, you see a message letting you know you cannot remove the section.

 

Exceptions: You cannot remove the following sections:

• Reason for Visit
• Assessment & Plan
• Documents for Discussion