Visit Screen – Building Visit Records

Visit Screen – Building Visit Records

Estimated reading time: 3 min

There are four main areas to complete when adding a visit.

  • Add medical notes to the History text area (1)
  • Invoice notes to the Client Information area (2) and
  • Procedures, Medications and Products to the Invoice area (3).
  • Add notes to the Summary Words area (4) at the end of a consultation.
  • The Tab key moves between the first three areas.

    The History Text area also separates out into several tabs.

    These are the:

  • History Tab
  • Exams Tab
  • Reminders Tab
  • Printing Tab.
  • When entering text into the History text area, the text box will turn Yellow.

    Adding History Text

    There are two ways to adding history text to a visit screen. These are:

  • Select a procedure or text template when “creating a new visit”.
  • Enter text manually by clicking inside each of the text areas and typing.
  • 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:

  • Click in the text field to the right of each Exam heading.
  • Enter your Text.
  • Your text entries will be saved upon saving the visit.
  • 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”.

    Set up Exam Fields per species through Options and Setup > Visits > Exam Fields.

    Reminders Tab

    The reminders tab will display any reminders associated with a particular visit.

    A reminder record can be added to this tab in two ways:

  • By charging out a fee associated with a reminder
  • By manually adding a reminder from the ADD button.
  • Manually Adding a Reminder Reference to Visits

  • Click on the ADD button
  • Select Reminder, Handout or Special Instructions
  • Select the Reminder you wish to add to the visit record.
  • Click OK
  • If you are adding special instructions or handouts, these will be shown in the PRINTING Tab.

    Editing a Reminder

  • Select the reminder you wish to edit.
  • Click on EDIT.
  • In the reminder window, make the changes you require.
  • Click OK.
  • or Double click the reminder you wish to edit.

    Print a Reminder

  • Select the reminder you wish to print.
  • Click on PRINT.
  • Deleting a Reminder Reference to Visits

  • Select the item you wish to delete.
  • Click on DELETE.
  • If an item is associated with a HealthCare Indicator you will not be able to delete the reference from the Reminders Tab. This must be actioned through HealthCare Indicators.

    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

  • Click on the ADD button
  • Select Handout or Special Instructions
  • Select the Handout you wish to add to the visit record. (For special instructions enter the text you wish to communicate).
  • Click OK
  • 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

  • Select the item you wish to delete.
  • Click on DELETE.
  • Preview a Handout or Special Instruction

  • Select the item you wish to preview.
  • Click on PREVIEW. (Sometimes, this may show as the EDIT button).
  • or Double click the item you wish to preview.

    Printing a Handout or Special Instructions

  • Select the item you wish to print.
  • Click on PRINT.
  • 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:
    Reason: Ctrl+Shift+R
    Examine: Ctrl+Shift+E
    Treatment: Ctrl+Shift+T
    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”.

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