How to Copy the Most Recent Daily Note to the Current Note at Check-In

Publish Date: 6/12/2024

Description

Overview

This feature allows you to streamline the check-in process by copying the most recent Daily Note (DN), along with its charges and experiences, to the current note at check-in. This ensures continuity and efficiency in patient documentation. This guide will walk you through enabling and using this feature.

Steps to Enable and Use the "Copy Daily Note at Check-In" Feature

1. Enable the Toggle Button

   • Go to Document Settings.
   • Navigate to Customize.
   • Select Daily Note.
   • Turn on the toggle for Allow Daily Note Copy At Check-In.

2. Check-In Process

   • After enabling the feature, proceed to check in your patient.
   • During the check-in process, you will see a new option in the drop-down menu: Check in and Copy DN, charges, and experiences from (previous note) to this DN.
   • Select this option to copy the most recent approved Daily Note to the current note.

Important Considerations

• This feature is available only if the patient chart has a previously approved Daily Note.
• Ensure that the toggle button is enabled before attempting to use this feature during the check-in process.