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Add visits

Add one visit. On Schedule, click Add event. Choose the Event type (Appointment, Surgery or Event), then fill in Visit type, Starts, Duration, Patient, Provider and Chief complaint / Reason for visit. Case, Room and Notes are optional. Click Add event.Scan a printed schedule. Click Scan schedule, then Take picture or Upload files (images or PDFs). Click Process, check the rows, and click Use row for one or Add all for everything. Anything that was cut off in the scan is left blank, not guessed.Print the day’s forms. Click Print Forms for the date you’re on.
If you use Practice Fusion, you can import the day from your Practice Fusion agenda instead. See send notes to your EHR.

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See what’s done

Visits with a note or recording are marked with a green bar and a check. The badge reads Report ready, Linked, or the number of linked recordings. On Home, a finished visit’s button changes from Start recording to View report.

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Open a visit

On the web, a visit has five tabs: Overview, Intake, Forms, Recording and Post Visit. The main button changes as the visit moves along: Start recording, then Open recording, then Open report.

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Pre-visit briefing

Overview has a Pre-visit briefing: a summary of the patient’s record, built automatically when a visit with a patient is added. It refreshes when new documents or recordings arrive. Click Regenerate to rebuild it.

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Fix a recording that isn’t linked to a visit

A recording without a visit shows Unlinked.
  • On the web, open the recording and click Link recording, or Create visit to make a visit for it.
  • In the app, open it from More → Recordings, tap Attach recording, choose the visit, then Attach & generate.
To move a draft note to a different patient, case or visit, open it and use Re-file. Signed notes can’t be re-filed.