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How to Start a Note

There are two ways to create a new note from your Daily Census page.

If your facility does not support integration. 

 

1.  Start on your Daily Census page. 

     Daily Census (3)-1

 

 

 

 

 

 

2. Click the blue + at the bottom to navigate to the Add a Patient Visit page. 

                        blue plus                                    

          Add Patient Visit (2)          

 

 

 

 

 

 

 

 

3.  After you enter the patient's name, date of service and facility, click Create Note. 

Screenshot_20240112_082452

 

If Claimocity is integrated with your facility. 

 

1.  Locate the patient in your facility census on your Daily Census page. 

facility census with red indicator

2. Click on the patient to navigate to the Visit Details page. 

Visit Details (2)

3.  Click on the note icon.  

note icon

 

Initiating the note either way, will bring you to the Progress Note page. 

 

From the Progress Note page:

1.  Click on a previous note to pre-populate your note with information from a previous encounter. 

clone a note

 

OR

 

2. Click Start to create a blank note and select your template by clicking on Pre-formatted Template to bring up the menu.  

 

Start          Template menu (2)