If you need to add a discharge summary to a patient’s account, follow the steps below. There will not be a charge slip associated with this note.
Step 1: Open the patient chart by searching by last name in the top left hand corner.
Step 2: On the patient’s chart home page, click the green plus sign in the notes section to create a new note.
Step 3: This will open a new note. You will need to make sure you have the right Template Type selected. The correct type is Mental Health.
Step 4: Next, select the right template. For this type of note, you will select “Discharge Summary”.
Step 5: Once the note template is selected, click on the tab called “Discharge”. Complete the summary accordingly. This is the ONLY tab you need to complete.
Step 6: Click Save and then Sign when you are finished with the note.
Step 7: Once you are done with your note, click “Sign” at the top. It will prompt you to enter your Sign Off Password. This is your birthday (for example, if your birthday is Sept 20th, it will be 0920). Once your password is entered, click “Sign”. Once your note is signed, you cannot edit it.
Step 8: Once the note is signed, it will automatically open a charge slip. Since there is nothing to bill, all you need to do is exit out of this page.
