Creating Encounters (Notes) From The Calendar

Creating Encounters (Notes) From The Calendar

1. On the New Calendar, find the patient you want to create an encounter/note.
 
 
 
2. Double left click the patient for the Event Details - Edit window to popup. Click the More button in the bottom right and then choose New Note from the menu.
 
 

3. The default note type shows up (in example, Progress Note is set as default).
 
 
 
4. You can change the type of note by clicking in the note field to change the note type (in example, Complete Assessment is chosen).
 
 
 
5. When the note type is chosen,  click the  +  sign to create the note. 
 
 
 
6. You will be brought to the note. Please note, if you create the note from the calendar, the start and end times are automatically populated if the appointment status is set to "Attended".
 
 
 
 
 
 
How to Change The Default Note Type:
 
1. To change the default note type, click the "New Note" button in the upper left of the window.
 
 
 
2. Click the  button.
 
 
 
3. Under Select Note Types to Include in the List, check the note types that you want included.
 
 
 
 
4. Under "Select Note Type to List First", choose the note that you would like to be default.

 
 
5. If you prefer the look similar to Chart Face, click the  button.

 
 
6. The buttons will look similar to the Chart Face.

 
 
 
This video demonstrates how to create encounters from the calendar within the ICANotes Behavioral Health EMR.

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