There are four main areas to complete when adding a visit.
The Tab key moves between the first three areas.
The History Text area also separates out into several tabs.
These are the:
Adding History Text
There are two ways to adding history text to a visit screen. These are:
In most cases, you will use both these methods.
The History Append Feature
RxWorks has a universal setting that allows edits to the history text after a visit has been saved. This only allows edits to visit history text on the day that
visit was created. Changes made to the history text after this date would be appended to the end.
To allow this feature, please see the “Visit Options and Setup” article in our online manual.
The ‘History Append’ feature now provides the option to set the number of days before the ‘append mode’ is activated for a visit. Changes made after this time will need to be made by users with the correct user access permissions.
Set this feature up by enabling the History Append feature (as above), then setting the number of days for appends through the Task Panel > Tools & Utilities > Clinic > Miscellaneous > “Application Settings”.
Adding Text to the Exams Tab
To add text to the Exams Tab:
The Exam Fields
The text fields in the Exams Tab are predefined to suit your clinic.
For more information on Setting Up your Exam Fields “Click Here”.
The reminders tab will display any reminders associated with a particular visit.
A reminder record can be added to this tab in two ways:
Manually Adding a Reminder Reference to Visits
If you are adding special instructions or handouts, these will be shown in the PRINTING Tab.
Editing a Reminder
or Double click the reminder you wish to edit.
Print a Reminder
Deleting a Reminder Reference to Visits
The Printing Tab
The printing tab will display any handouts or special instructions associated with a particular visit.
Adding a Handout or Special Instructions to Visits
You can add special instructions or handouts from the Reminders Tab.
You can add a Reminder from the Printing Tab, however these will be shown in the Reminders Tab.
Deleting a Handout or Special Instruction
Preview a Handout or Special Instruction
or Double click the item you wish to preview.
Printing a Handout or Special Instructions
Adding text with Procedures
If you use Procedures correctly, the Procedure template will automatically fill in the standard text that applies to that Procedure.
The only text you will have to complete is the consultation information that is specific to the visit.
In the example above, we have applied a procedural template when “creating a new visit”.
As you can see, the procedure has filled in the appropriate History (1) and Client Information (2), as well as completed charging for all costs (3).
Of course, not all visits are exactly the same and you may need to make minor changes. You can do this by tabbing through the text areas or clicking to edit.
Using Headings when adding History Notes
As you add medical notes , you may wish to use the optional headings. These are also known as ‘Line Types.’
To choose a Heading, Press Ctrl+ , or right click in the history text area and select ‘Line Types’.
The shortcut keys are reasonably intuitive to remember. For example:
In most cases, the headings will already be there as a result of applying a Procedure.
For more information on setting up Headings (Line Types) “Click Here”.