PATIENT ENCOUNTER DOCS TAB


On the Patient Encounter Docs Tab you have the ability to add and fill out your agency forms or upload documents. 

FORMS  (Top)

You can add forms to the patient encounter for a variety of reasons.  Careficient can create forms for you that can be filled out such as admission forms, HHABN's, etc. 

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for View Patient Forms.

ADD FORMS  (Top)

To Add a form, click "Add Form.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Add Patient Forms. 

Choose the form that you want to add.  This depends on your agency settings as to which forms you have for an option. 

The form opens for you to complete.  You can navigate to different sections of the form.

To apply the signatures, click on the  "Apply Signatures" link.

Then you will be able to apply the patient signature by clicking on "Patient Signature". 

The apply signature screen will open.  Have the patient sign in the space provided below.  You can accept the signature...

or Clear it and start over. 

Click on "Representative Signature" to apply the representatives signature (associate). See Associate Signature Application for instructions on applying associate signatures. 

EDIT FORMS  (Top)

To edit and associate form, click on the "Edit" pencil.  The only person able to edit the form is the associate that created it if the form is in a saved status.  If that associate completes the form, anyone can edit the form if they have privileges to do so.  

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Edit Patient Forms and Edit Completed Patient Forms. 

If a different associate edits the form, once the form opens, before you can edit the form, you must remove the signatures.  

This will create a Voided record and add the edited form which the new associate and/or patient will have to sign (depending on whether or not the form requires a patient signature.

PRINT FORMS  (Top)

You can print the form by clicking on the "Print" icon. 

DELETE FORMS  (Top)

You can delete the form by clicking on the "Trash Can" if you have a privilege to do so. 

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Delete Patient Forms and Delete Completed Patient Forms. 

When you have finished filling out your form, click on "Save/Continue" to save and continue working...

or "Save/Close" to save and come back to work on later...

or "Complete" to complete the form.

ADD ADDITIONAL SIGNATURE  (Top)

If you need a second signature on the form, such as a patient caregiver, etc. click on the drop down to the right of the form and choose...

"Add Additional Signature".

REMOVE ADDITIONAL SIGNATURE  (Top)

You can also remove and additional signature by clicking on the drop down

and choosing "Remove Additional Signature". 

You can sort the forms by Type...

Or Status.

DOCUMENTS  (Top)

Documents can be easily uploaded and attached to the patient encounter. Displays any external documents that have been uploaded for the patient.  Documents can include scanned forms/pages, word or spreadsheet documents as well as photographs.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for View Patient Documents.

UPLOAD DOCUMENT  (Top)

To upload a document to the associates file, click on "Upload Document".

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Add/Upload Patient Documents. 

Enter the required information and click either "Upload/Close" or if you need to add more documents, click on "Upload/Add More".  You can attach the document to the current encounter or to the patient.  You can filter your documents later by a patient/encounter drop down. Patient attaches the document to the patient no matter how many start of care's they have.  Encounter attaches the document to only the current encounter. 

NOTE: For Careficient Agency Administrators, click here to learn more about setting up “Document Type” and "Document Status Type".

Once the file is uploaded, you can view it by clicking on the link under "Document Description".

DELETE DOCUMENT  (Top)

To delete the uploaded document, click on the "Trash Can".

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Delete Patient Documents.

You can filter by Document Type

When you click on the drop down for document type you are presented with options for the document types that you have uploaded.

You can also filter your documents by patient 

or encounter. 

SET DEFAULTS  (Top)

Set Defaults allows you to establish a set of filters for specific documents you want to always display each time you access the “Documents” tab.  You can set your defaults when viewing the Documents Tab by clicking on "Set Defaults". 

Choose the document types you want to be your default and click "Save".  The type(s) of documents you set up as your defaults will always display each time you access the Docs tab).

To remove defaults, check the "Clear Defaults" box.

DOWNLOAD/PRINT SELECTED DOCUMENTS  (Top)

You can also choose files to download to your system.  Check boxes that let you select one or multiple documents you want to download/share/print from your local PC.

Click on the "Download/Print Selected Document(s)" Link to download/share/print documents you select.  

NOTE:  Once you select the documents that you want to download and click on "Download/Print Selected Document(s)", the system will generate a zip file and the documents you selected will be found in the zip file. Once you download the documents, you can select each document and print using the application that you used to open the document, you can select the files to share with others (typically through encrypted emails) and save them as a master set of records for the patient.