Patient Chart - New Document

This is how to create a new document in a patient chart that falls outside Mobile Notes

  1. Click Open Chart drop-down
  2. Select patient
  3. On the "Patient Chart Overview Click New Document
  4. Select Document Type
  5.  Depending on the type of document selected will depend on how you proceed. Whether the new document will be created or uploaded. See below definitions for types of documents. 


Definitions

  • New Templated Clinical Note: create a new note in MS Word format
  • New Templated Clinical Note from Last: create a new clinical note from the last MS Word note created
  • New Templated Non-clinical Document: create a new non-clinical MS Word document
  • New Clinical Note: create a new clinical note for the visit in web-editor
  • New Clinical Note from Last: create a new clinical note from the last note in web-editor
  • New Non-clinical Document: create a new non-clinical document in web-editor
  • Upload Documents: Upload a previously saved document from your computer or other location.
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