View Documentation Status of Prior Visits

Viewing the status of clinical documentation from prior visits for a patient.

Viewing Prior Visit Dates on Client Tab

When selecting a patient appointment from the schedule and moving to the Chart F4 tab, the dates of the appointments for the selected patient will appear in the date selector calendar as illustrated below. To see all appointments for a specific patient, use the Client tab to identify the patient and case.

Prior Appointment Dates

Prior appointment dates will be color coded to indicate the status of the documentation for the selected patient for that date as illustrated here:

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