Review Chart Notes
Review visit documentation before finishing a visit.
Review chart notes before they are finalized for the patient record.
Who does this: Clinicians.
Steps
Open Encounters.
Select the visit you need to review.
Open the chart note area in the encounter workspace.
Read the note and compare it with the visit details.
Edit any incorrect or missing clinical details.
Use the signing action shown in the note area when the note is ready.
The note is ready for the patient record.
Common pitfall: Do not sign a note until you have reviewed the content.
Troubleshooting
The note is blank. Check that the visit has enough captured content for a note.
I need to change the format. Ask an administrator to review encounter defaults and templates.
Related
- Before this: Start a New Encounter
- After this: Use New Chat
- Instead: Review AI Briefings
Need help? Contact your administrator or reach out to support.