Add Chart Check
This page allows you to create a chart check for a patient. Chart checks offer a systematic way to keep track of patients needing follow-up.
Chart checks are typically created at checkout time, based on notes written by the provider on the billing slip (for example, "call patient with lab results"). At checkout time, click Create Chart Check under the Miscellaneous heading on the Patient tab.
You can view a list of all chart checks previously created from the View Chart Checks page. You can sort this list of chart checks by department and provider, and you can also delete a chart check from the View Chart Checks page using the delete link.
How do I get to this page?
On the Patient Actions Bar, click Other, and then click Create Chart Check
On the Checkout page, click the Patient tab. Under the Miscellaneous heading, click Create Chart Check
To
create a chart check for a patient
- Display the Add Chart Check page: On the Checkout page, click the Patient tab. Under the Miscellaneous heading, click Create Chart Check.
- Department — Select the department that is responsible for following up on this chart check.
- Desired Provider — Select the provider who is responsible for following up on this chart check.
- Check Date — Select the week that the chart should be checked, or enter a date using the Check Date text box field.
- Notes — Enter any notes that pertain to this chart check.
- Click Save. A confirmation message appears.
- Click Continue to return to the previous page.
Note: Based on the date of the chart checks, these notes appear at the bottom of the provider's schedule, accessible via the AM, PM, today, and this week links in the Main Menu. These schedule views show chart checks at the bottom of the list for that provider for the previous week through the current day. In effect, this provides a list of notes for the provider for that week.
Field Reference
| Department |
The department that is responsible for following up on this chart check. |
|---|---|
| Desired Provider |
The provider who is responsible for following up on this chart check. |
| Check Date |
The date that the chart should be checked. |
| Notes |
Any notes that pertain to this chart check. |