RxWorks

Finishing the Visit

To finish a visit record from the Visit Work Area:

• use the Save button in the Toolbar or
• Press Ctrl+S or F10.

This will open the 'Finish Visit' dialog box. The first three fields are particularly important to complete.

(1) Complete or Incomplete Visit

You can save the visit as being incomplete by clearing the checkbox. You may do this for inpatients but rarely for outpatients.

(2) Summary Words for Reporting

The Summary Words list is extremely important. Words you select will index the visit for statistics and case recall. They will also appear on the Patients screen beside the list of visit dates.

(3) Reminders

Reminders showing here are reminders generated from the visit record you are saving. These reminders will be applied to a patient record on saving.

(4) Extra Instructions for Clients

Extra Instructions appear at the foot of the invoice.  You can use them to note revisit instructions, suture removal dates and so on.

(5) Transaction Types

Transaction Type will probably not need changing. Check with your supervisor if your practice uses Transaction Types.

(6) Invoice Date

Invoice Date defaults to the current date. If you are adding a visit for a previous day, you may wish to change the Invoice Date as well.

Finish or Cancel

Finish Button: creates an invoice without further options.

Cancel Button: closes the Finish Visit dialog without creating an invoice, allowing you to make changes to the visit.

You can save a visit as often as you like and each time it will open the Finish Visit box again.

Note: If your clinic uses Cost Centers for accounting purposes, a separate field will appear in the Finish Visit dialog to allow you to set the Cost Center.