A Snapshot of a Patient gives you a quick overview of the items you want to track. You can track conditions, medications, surgeries, injuries, or items in a general category. You can add items to the snapshot from a completed form or directly from the Patient's Snapshots page.
Adding Snapshots from a Form
- Log in as the Admin or Practitioner.
- Click the Patients Icon (main navigation bar).
- Click on the Patient's Name.
- Click on the Review Forms button (top right header).
- Select the Form from the dropdown you want to review.
- Hover over the "+" to Add to Snapshot or the Pin (this puts the items in a queue for moving to Snapshots).
- Click on Pinned Responses at the bottom of the slide-out, and click on the item to Unpin or Move to Snapshot.
Adding Snapshots from the Patient's Snapshot Page
- Log in as the Admin or Practitioner
- Click the Patients Icon (main navigation bar).
- Click on the Patient's Name.
- Locate the Snapshot section (left sidebar).
- Click on the Plus button in the Section (example, Conditions).
- Add your content and click Save.
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