Approving & Linking a Note/ Diagnosi¶

When recording a consultation, you can select a patient or skip that step and link a patient and diagnosis from a newly created note as seem in the following steps:

Step 1: Navigate to the Notes screen from the navigation tab after recording a note (this is for unapproved and unlinked notes)¶

Step 2: Select the note that you would like to link to link to a patient, a diagnosis, and approve.¶

Step 3: Select “Link Patient” from the top left of the note screen¶

Step 4: Select patient and click “Link Patient”¶

Step 5: Select “Link to Diagnosis”¶

Step 6: Select a Diagnosis from the drop down menu (if it has already been created for the patient in question) or select “Create New” diagnosis.¶

Step 7: Enter a diagnosis name, description, and select “Create Diagnosis”¶

Step 8: Select the “Link Note” to complete the diagnosis link¶

Step 9: Note approval involves:¶

• Audio playback of the consultation (If required)
• The ability to attach relevant note files (PDF’s, Images)
• Note editing capabilities
• Note Approval

Step 10: View the approved note to do the following:¶

• Further changes: made with a full version history
• Navigation back to the patient record after linking
• Send medical documentation