Accounting of Disclosures - Create Disclosures

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1. Patient- In order to add a disclosure, you must first search for the patient who the disclosure is being added to in the text box given (required).
   
2. Add New Disclosure- Fill out the fields below to complete the disclosure for the selected patient.
   

• Date/Time- Enter the date and time the disclosure was made (required).
  
• Chart- Select the chart of the patient for the disclosure.
  
• User- Select the user for the disclosure (required).
  
• Disclosed To- Enter who the disclosure was disclosed to (required).
  
• Description- Enter a description for the disclosure (required).
  
• How Disclosure was made- Select how the disclosure was made.
  

  • NOTE: The drop-down options available for this field can be managed in the Lookup Manager.

  • For more details on the Lookup Manager, refer to the Lookup Manager Training Guide.
• Where Disclosure was made- Enter where the disclosure was made.
  

• Save- Select the save button after the required fields (and any additional fields) have been populated.
  
  • The disclosure will now appear in the list below (you’ll see, Data was updated successfully).
    
• Disclosures- Displays a list of disclosures created for the selected patient.
  
  • To view completed disclosures, click on item in grid.