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Phoenix Ortho

How to Start a Visit for a Prior Day

Overview

The purpose of this how-to is to show the user how to create a visit from a prior day.

Goal

To create a visit from a prior day.

 

Open Visit Management Screen

  • Navigate to the Visit Console
  • Click on the calendar icon to open the Visit Management Screen

VM screen.png

Launching the Patient

  • Click on the Schedule tab inside of the Visit Management Screen
  • Filter the Date to the appointment date you are trying to create a visit 
  • Filter the Provider to the appropriate Provider
  • Filter the Location to the appropriate Location
  • Click the Launch button next to the patient's name

filter and launch.png

Click 'OK' to pop-up 'setting exam date to a date in the past'

pop up.png

Click on the anatomical figure to select the body part

anatomical_figure.png

Click on the Visit Type Under Today's Visit

click_on_type_of_visit.png

Highlight the provider folder under the correct date-of-service in the patient chart and begin documenting

highlight_provider_folder.png