Document defaults and favorites

Set preferences for creating, printing, and accessing medical notes and correspondence documents.

Set document defaults

1. Controls > Defaults > Practice and Workstation > Documents
2. Medical Note options area
   • Select Display partial medical note in correspondence (classic only): choose information from your medical note templates to include in correspondence. This only pertains to practices using classic medical notes.
   • Select Medical Note must be finalized before patient can be checked out to require medical notes to be finalized before a patient can be checked out from the Check-in/out window (with no override available). Only recommended in practices where the medical notes are required to be finished before patient leaves the building.
   • Set Autofinalize after __ days specifies when tentative medical note and correspondence templates will be automatically finalized with end of day processing. This setting is for new document templates only and affects neither current templates nor open medical notes or correspondence.
   • Set Ask for weight if last entry is older than __ days: will create a prompt to enter a current patient weight when starting a new patient document and last recorded weight is older than the default setting.
3. Default templates area
   • For new template use: Specify the template to be used when creating a new template. For example, your practice’s letterhead or a custom header/footer.
     • Enter the Document ID or F2 to search/select the document template used for creating or converting to a new enhanced document templates.
   • For Medical Note Quick Text documents use enter the Document ID or F2 to search/select the text only document template used when selecting Medical Note Quick Text from the patient right-click menu.
4. Print options area
   • Select Print document info when printing Medical Notes to include print date, template description, and staff ID at the bottom of a medical note. This setting can be changed as needed when printing a specific document.
   • Select Include invoice items when printing Medical Notes to print invoice items with a Patient Visit List (PVL) status of recommended, accepted, or performed. When selected, Also Include options are enabled and can be selected accordingly:
     • Declined item: Prints items with a PVL status of declined, declined to history, or blank.
     • Amount: Prints the amount for each invoice item.
     • Staff ID: Pints the Staff ID for each invoice item.
   • Select Include invoice items when printing Correspondence to print invoice items with a PVL status of recommended, accepted, or performed. When selected, Also Include options are enabled and can be selected accordingly:
     • Declined item: Prints items with a PVL status of declined, declined to history, or blank.
     • Amount: Prints the amount for each invoice item.
     • Staff ID: Pints the Staff ID for each invoice item.
5. Document favorites area
   • Selecting one or both of the following will enable up to ten active documents to be designated as staff or practice favorites and display from the Patient Clipboard patient menu. The submenu will display on the Patient Clipboard patient right-click menu.
     • Add a Medical Notes submenu for document favorites on the patient right click menus.
     • Add a Correspondence submenu for document favorites on the patient right-click menus.
6. Click Apply to save your changes and continue setting defaults or click OK to save your changes and close the window.

Set favorite documents

The Favorite Documents default allows you to designate a list of the practice’s favorite document templates, which can simplify document template searches when starting a new document. Documents are listed in alphabetical order by name.

1. Controls > Defaults > Practice and Workstation > Documents > Favorite Documents
2. Add a document to the list by entering the Document ID or F2 to search/select the document template in the next blank row.
3. Remove a listed document by clicking in the ID field and press Ctrl + D.
4. Click Apply to save your changes and continue setting defaults or click OK to save your changes and close the window.

Additional information

Related reports

• Patient Documents Finalized by EOD Report
• Tentative Medical Notes Report