Add a Reminder Note to Next Visit Assessment

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Add a Reminder Note to Next Visit Assessment


You can create a reminder note in between visits that will copy over to the next visit assessment Start > Comments screen.  You can select which discipline should receive the reminder or select All if should be assigned to the next discipline to start an assessment.  This feature can be found in a few places; 1) the Visits / Assessments tab 2) From the Finish screen within a visit note 3) or in the Pause feature of a visit note. 

To add a reminder, pull up the Add Reminder screen for a selected patient. Select which discipline can capture the reminder (All will go to the next person who creates a note).  Enter the comment that will appear in the Start screen of the visit note.  Click on Ok.

If you need to add additional notes just click on the Add Reminder button again and it will add on your note to the previous one. 

If you click on Add Reminder and your note is no longer showing, then someone has already created a visit assessment and that reminder was added to their Comments section of the Start screen.

If someone creates a visit assessment and the reminder needs to be forwarded to the next employee, then cut and paste the text into a new reminder.  From the visit assessment you can click on the Pause button and go into the reminder screen to add text for the next assessment.  



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Last Modified:Friday, September 22, 2023

Last Modified By: farrah@barnestorm.com

Type: HOWTO

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