| Selecting the Patients menu will populate the Dialysis Schedule, allowing you to document encounters, navigate to a patient's chart, or access a list of all patients. |
You can also click one of the shortcuts located next to "get started rounding". |
Status of the Encounter
The encounters for the current month will be displayed on the Dialysis Schedule. The note button includes visual indicators of each encounter's status.
| Not Started displays the note type and button in gray. | |
| In Progress (started or amended, but not yet finalized) displays the encounter date, and the button is highlighted in orange. | |
| Finalized or Amended and Finalized encounter notes show the date of the encounter and have a green background. |
Non Visit notes do not appear on the Dialysis Schedule or the Monthly Visit Summary report. However, unfinalized Non Visit notes show in the In Progress Notes tab.
Navigating to a Patient's Chart
| To navigate to the patient's chart without starting an encounter, simply click on the patient banner. |
Starting an Encounter
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To start an encounter note, click the modality-specific +C or +L button or the blue plus sign to view a full list of note types.
Choosing the appropriate note type for the patient will take you to the patient’s chart and initiate an encounter note of the same type for editing.
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There is no limitation to the number of encounters that can be created from the Dialysis Schedule or Patient Chart.
Completing an In Progress Note
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To complete an in-progress note, click the unfinalized encounter.
The pop-up menu appears with the note details at the top, including the note type, provider, and facility. |
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| Select Edit from the pop-up menu to open the encounter note. |
Amending a Finalized Note
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To amend a finalized note, click the finalized encounter.
The pop-up menu appears with the note details at the top, including the note type, provider, and facility. |
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| Select Amend from the pop-up menu to open the encounter note. |
Deactivating a Note
In Progress and Finalized notes can be deactivate.
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Click the encounter and select Deactivate
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| Enter deactivation reason | |
| Click the DEACTIVATE button |
Viewing an Encounter PDF
You can view an encounter PDF for In Progress and Finalized notes.
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Click the encounter and select View PDF
A separate browser window will open with a PDF for that encounter.
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View Previous Month's Encounters
The “View Previous Month” toggle allows you to view the current and previous month’s encounter notes on the Dialysis Schedule. The toggle is available for ICHD and PD/HHD modalities.
| On the initial load of the Dialysis Schedule, the current month displays. The toggle is turned off and is grayed out. | |
| Slide the toggle to the right to view the previous month. The toggle turns blue when enabled. |