My Daysheet

My Daysheet provides a snapshot of progress note activity containing billable and non-billable visit types, procedures, signatures, DOS, locked dates, and billed status.

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Access Level Permissions

1. Go to Administration > Access Levels.
2. Select the existing access level or create a new access level.
   
   
    
3. Select the 1st User Access tab.
4. Check the box for My Daysheet.
   • View All Notes is optional. If checked, all Progress Notes within the My Daysheet screen will display. If unchecked, only the user’s notes will display.
5. Click Save and repeat for each access level that will be given permission for My Daysheet.

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Open My Daysheet

My Daysheet can be found one of two ways:

1. 1. From the Day to Day drop-down menu, go to My Daysheet.
      
       
   2. From the desktop menu, if set up in My Preferences, go to Day-to-Day > My Daysheet. See Set Up My Preferences for more information. 
      

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Using My Daysheet

1. Enter the earliest possible DOS Start Date for the activity.
2. Enter the latest possible DOS End Date for the activity.
3. Allows you to search for a specific Program.
4. Allows you to search for a specific Patient.
   • Include Inactive patients in the search.
5. Allows you to search for a specific Provider.
6. List Count displays the number of lines available below based on your search criteria.
7. Click Refresh to apply the search criteria to create a chart below.
8. This chart will display a list of your activities.
   • The Billed column will display if the charge created by the progress note has been submitted to a payer or not.
   • The Locked Date column will display the date all required signatures were obtained on the progress note.
   • The Qty column will display the number of activities per client.
   • The Program column will display the Program the patient is admitted to.
   • The DOS column will display the Date of Service indicated on the progress note.
   • The Client Name column will display the name of the patient.
   • The Medical Record Number column will display the Medical Record Number assigned to the patient.
   • The Diagnosis column will display the patients’ diagnosis.
   • The Visit Type column will display the visit type selected on the progress note.
   • The Procedure column will display the procedure associated with the visit type.
   • The Length column will display the length of time of the service indicated in the progress note.
   • The Clinical Staff Sig column will display the staff signature that completed the progress note.
   • The Staff Sig (Non QHP) column will display the staff signature if routed.
   • The Adjusted Date column will display the date the payment was adjusted.
   • The Form Name column will display the name of the form template used to complete the progress note.
9. Select Clear to return My Daysheet to the initial screen.
10. Select Preview to pull up a print preview of the searched list.
11. Select Print to print the searched list.
12. Select Export to CSV to export the searched list as a CSV file.

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