Note Forms

PATH:
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Note Form Tables Menu
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Note Forms
ROLE PRIVILEGES NEEDED: <udl-white>Service Note System Type Tables<udl-white> | <udl-white>Service Note Type Tables<udl-white> | <udl-white>View Service Note Form<udl-white> | <udl-white>Edit Service Note Form<udl-white>
RULES (Careficient Team Only): <udl-white>Allow Form Maintenance<udl-white> | <udl-white>Allow Form Note Maintenance<udl-white>

CREATING PATIENT AND ASSOCIATE ELECTRONIC FORMS | CREATING A NEW FORM | ADD FORM | ADD SECTION FOR NON-TRANSACTION FORM | ADD AGENCY TYPE | ITEMS TAB |  ADD ITEMS | ADD PICK LIST | EDITING / ENDING AN EXISTING FORM / SECTION / ITEM | EDIT NOTE FORM | ADD/REMOVE NOTE SECTION | EDIT NOTE SECTIONS | VIEW SECTION | EDIT APPLIES TO TAB | EDIT AGENCY TYPES | EDIT ITEMS | EDIT PICK LIST

CREATING PATIENT AND ASSOCIATE ELECTRONIC FORMS <returntomenu>menu ↑<returntomenu>

You can now create and update your Patient and Associate electronic forms that you want to use for your agency. Electronic forms can include Advance Beneficiary Notice of Noncoverage (ABN), Consent for Tuberculin Test, Consents and Agreements, Incident Report, Infection Control Form, 90 Day Eval, Direct Deposit, Employee's Withholding Exemption Certification, etc. Before you can create/update Patient and Associate electronic forms for your agency, you must contact our Careficient support team to activate this new feature for you. Click here to learn more about Note Forms

CREATING A NEW FORM <returntomenu>menu ↑<returntomenu>

To create a new form, go to Settings > Note Form Tables. The Note Forms option ("Manage Note Forms" screen displays with current forms listed in the grid).

ADD FORM <returntomenu>menu ↑<returntomenu>

Select the <icon-formpos>xxx<icon-formpos><udl-orange>Add Form<udl-orange> link to add a new form

Enter a name of the form you want to create

ADD SECTION FOR NON-TRANSACTION FORM <returntomenu>menu ↑<returntomenu>

The "Manage Note Form Sections(xxxxxxxxxxx)" displays. Select <icon-formpos>xxx<icon-formpos><udl-orange>Add Section for Non-Transaction Form"<udl-orange> link to enter a section name (you can add more than one section as needed based on the different types of information you want to collect).

Enter a Section Name (Title you want to name the section; i.e., Patient Rates, Responsible Party Information, etc.)

ADD AGENCY TYPE <returntomenu>menu ↑<returntomenu>

A new screen displays that lets you identify the agencies that use this form. Additionally, you will be able to add all the items you want listed within this section. To add an Agency that will be using this form select the <icon-greenplussign>xxx<icon-greenplussign><udl-orange>Add Agency Type<udl-orange> link.

Select one or multiple agencies from the dropdown list and then select the <btn>   Save   <btn> button

ITEMS TAB <returntomenu>menu ↑<returntomenu>

After identifying all Agencies that will use this form, select the Items tab to enter all the information/data you want to display/collect for this section.

The "Manage Note Section Items" screen displays. You can add any of the following types of information you want to collect for this section :

ADD ITEMS <returntomenu>menu ↑<returntomenu>

To add specific items to the section select the <icon-formpos>xxx<icon-formpos><udl-orange>Add Items<udl-orange> link

The "Add New Item" pop-up displays.

ADD PICK LIST <returntomenu>menu ↑<returntomenu>

The Items tab displays showing the items you added for that section. If an item you added requires a picklist (Data Types PickListMultiSelectHorizonal, PickListMultiSelectVertical, PickListSingleHorizontal, PickListSingleVertical) you will need to add the list of possible responses for that item by selecting the "Add Pick List" <icon-greenplussign>xxx<icon-greenplussign> icon for that item from the Items tab

The "Add Item Pick List" pop-up displays.

EDITING / ENDING AN EXISTING FORM / SECTION / ITEM <returntomenu>menu ↑<returntomenu>

After you create a form, you can make changes to the form if you have not previously used the form (attached to a Patient Encounter or an Associate). To edit an existing form prior to using the form, go to Settings > Note Form Tables > Note Forms.

EDIT NOTE FORM <returntomenu>menu ↑<returntomenu>

Select the "Edit Note Form" <icon-editpencil>xxx<icon-editpencil> icon if you want to change the form name, start/end dates, entity type (Associate or Patient) or change the custom type to another option <udl-blue>or<udl-blue>

ADD/REMOVE NOTE SECTION <returntomenu>menu ↑<returntomenu>

Select the "Select Note Sections" <icon-orders>xxx<icon-orders> icon if you want to add/remove sections that you previously created for this or other forms that you can use on this form

EDIT NOTE SECTIONS <returntomenu>menu ↑<returntomenu>

Select the "Edit Note Sections" icon<icon-greenpencil>xxx<icon-greenpencil>to edit individual sections/items associated with a section

VIEW SECTION <returntomenu>menu ↑<returntomenu>

If you select the "Edit Notes Sections" <icon-greenpencil>xxx<icon-greenpencil> icon, the "Manage Note form Sections" screen displays. You can edit/end a specific section by selecting the "View Section" <icon-magnify>xxx<icon-magnify> icon for the section you want to change

EDIT APPLIES TO TAB <returntomenu>menu ↑<returntomenu>

Select the <udl-orange>[Edit]<udl-orange> link to change the Note Types

Make the necessary changes and select <btnw>   Save   <btnw> when finished.

EDIT AGENCY TYPES <returntomenu>menu ↑<returntomenu>

Select the <udl-orange>[Edit]<udl-orange> link to change the Agency Types.

Make the necessary changes and select <btnw>   Save   <btnw> when finished.

EDIT ITEMS <returntomenu>menu ↑<returntomenu>

Select the "Edit Item" icon<icon-editpencil>xxx<icon-editpencil>for the item you want to change

Make the necessary changes and select <btnw>   Save/Add More  <btnw> OR  <btnw>    Save/Close    <btnw> when finished.

EDIT PICK LIST <returntomenu>menu ↑<returntomenu>

If you need to edit an existing picklist item select the "Edit Pick List" <icon-snm>xxx<icon-snm> icon for that item

The "Edit Item Pick List" pop-up displays. Make the necessary changes and select <btnw>   Save   <btnw> when finished. 

Note: Do NOT make changes to a form if you have previously used the form for a Patient and/or an Associate. You must create a new form with all the changes with a new effective date and end the current/existing form the day before you want to start using the new/revised form. If you make changes to a form that you previously used, all that information will appear on old/completed forms.
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