Create a Document

Documents are automatically created when a patient is checked in to an appointment, but you can also start a document early or, in some cases, without an appointment.

• Each appointment can only have one daily note and one evaluation document.
• Daily notes can be linked to any past appointment or an appointment that's no more than 14 days in the future.
• Evaluations can be linked to an appointment that is no more than 90 days in the past or no more than 14 days in the future.
• Daily notes, initial evaluations, and re-assessments must be linked to an appointment, but progress notes and discharge summaries don't have to be.
   

Create a Document
 

1. Click the Docs tab at the top of the screen.
2. Click Patients and Goals in the menu on the left.
3. Click the Name of the patient you are creating a document for.

   

   
    
4. If your patient has more than one patient case, the Select Case window will appear. Click the Case Name to select the case that the document will be added to.
   • If your patient has one patient case, that patient case will open by default. You will skip this step.

     

     
      
5. Click the +Document button in the lower right.

   

   
    
6. Select Document type from drop-down.
7. Click the Create Document button.