Entering EHR Notes

You'll enter your EHR notes from the EHR By Block page or the EHR Appointments page.

Here's a quick video look at how it works:

Entering a New Note

To enter an EHR note, click on the pencil icon next to the patient’s name:

entering-notes-1.png

The Health Record Entry fields will appear. The format for the fields is based on your clinic’s EHR preferences, and will appear in either in plain field format: 

entering-notes-5.png

Or in SOAP format: 

entering-notes-6.png

Complete each field, and add your points. First highlight the field for the area of the body: use the top box for head points or bilateral points, and the four quadrant fields for distal or unilateral points. Then click on your saved points or saved point groups to populate each field with points. You can also add points that aren’t saved in your list of treatment codes by using the custom point box.

Make sure you click Save after you've added or changed points. The points will not be saved in the record without doing so. Even if you Lock the records.

Repeating Past Treatments

You can repeat a prior treatment from either the EHR Blocks or EHR Appointments page. 

To repeat a past appointment, first you'll need to click on the magnifying class by the patient's name to view their treatment history

past-appts-3.png

Their treatment history will appear in a popup modal. Simply click "Repeat This Treatment" below the treatment you'd like to repeat: 

repeat-tx.png

You can then modify your treatment notes and point selections before saving and locking.

Locking Notes

Once you've entered a complete treatment note, you should finalize your entry by locking the note.

Once you've locked a note, you will be unable to make any further modifications to the note. This ensures the security of your EHR records. 

Before you lock a note, you'll see a yellow Lock button below your note entry for that treatment: 

lock-1.png

Once you've locked a note, the locked record will be date and time stamped:

lock-2.png


Revision #8
Created Wed, Aug 5, 2020 8:27 PM by Alexa Hulsey
Updated Wed, Jan 27, 2021 3:35 PM by Joe