To trigger Care Notes from Procedure Codes, perform the steps below.
Navigate to the System Menu > select Practice Settings > Treatments > Procedures.
On the Procedures,
Filter and click the Procedure Code to which you want to link the care note.
On the View Procedure Code slide-out,
Click Link Note at the bottom right.
- Choose the desired Note from the list.
- Choose the Prompt Status to decide when the code will trigger the note, either when the code is Planned or when it is Existing.
- Click Save.
A toast notification will appear on the top right stating, 'Note Linked successfully.'
The Care Note added will be displayed in the Linked Notes tab.
Click the bin icon to remove the linked code.
- A toast notification will appear on the top right stating, 'Linked Note deleted successfully.'
The below image illustrates how a care note is triggered when a linked code is added to the patient's treatment plan.
To learn how to create and manage Care Notes templates and responses in practice settings, click here.
Practices can use this simple guide to learn how to trigger care notes from procedure codes in CareStack.