Permissions Required: Clinic Staff must have Administrator, Clinical Director, PTA, Staff Therapist, Therapy Student, or Therapy Technician assigned in order to manage some of the features of the Flow Sheet.
Creating a Daily Note
Once you have your Flow Sheet set for the day it is time to create a daily note. You can preview the objective text portion of the note at the bottom of the screen by clicking on the Objective tab at the bottom of the Flow Sheet screen.
When you are ready to create a daily note right-click and select Daily Note -> New Note.
Note: If you right-click and see that all of the options under Daily Notes are grayed out, as you see above, then double-check and make sure that the visit you are working with has been checked in on the schedule.
It is possible to do everything we have done with the Flow Sheet so far without having checked the patient in, but we cannot post charges or create a daily note until the visit has been checked-in.
Your new daily note will now appear with the following areas pre-filled:
- Objective Text
- Total Time
- Direct Contact Time
This document is now live. Meaning that if you go to your Flow Sheet and make changes the changes immediately appear in your daily note.
Once your daily note is completed and signed, you can post your charges. These changes will occur until you sign and save your note.