Link Patient Appointments to Chart Notes
Guide to connecting appointments to chart notes for streamlined documentation.
Instructions
Creating the Link from the Calendar
1. Open the Calendar
2. Create or open the patient's Calendar appointment
3. Open the appointment to see the Appointment Details
4. Click on the icon "Start or resume chart note"
Within the Chart Note, you will see the appointment linked at the top right of the page
Creating the Link from the Chart Note
Applies to Draft or New Chart Notes only
1. Open or create a Chart Note from within a patient's profile
2. Click Link Appointment
3. Choose the Appointment
Additional Information
- While the Chart Note is in draft, you can change or remove the linked appointment by clicking on the date link.
- Once a Chart Note is signed and saved, you cannot change or remove the linked date.