Editing Generated Orders

While in Schedule Review, you may edit a visit for a specific patient. To access a specific visit for a patient:

● In the From and to fields, enter the dates you want to use in mm/dd/yyyy format or click and select a date from the calendar.

● Use the drop-down menus to specify filtering results for Discipline, Service, Patient, and Employee. By default, these filtering options are set to "All Disciplines", "All Services", "All Patients", and "All Employees", respectively.

● If you select a specific patient, the Admission field displays the admission begin date for that patient. If there is more than one admission date, click the arrow beside this field and select the admission you want to use.

● If desired, you can specify visits according to a specific Payor. By default, this filtering option is set to "All Payors".

● Click the arrow beside Office and select the office you want to use.

● Select any or all of the status check boxes to display Unassigned, Assigned, Pending, Completed, and/or Cancelled visits.

● If you know the specific visit duration, enter it in the Duration field.

4. When Enterprise Edition displays the schedule, click the Select link beside a visit to open the scheduled visit.

In the Scheduled Visit, Enterprise Edition will display the current visit. To update the visit information:

1. If different from the default, click the arrow beside the Service field and select the applicable service.

2. If necessary, use the Payor drop-down menu to assign the applicable payor for the current visit.

● Enter the Scheduled Start/Schedule End dates you want to use in mm/dd/yyyy format, or click and select dates from the calendar.

● Enter the Time you want to use , or click and use the Hour/Minute fields to enter a time.

● To change the status of the visit, click the arrow beside Status and select from the list.

● To assign an employee to the visit, or change an existing assignment, click the Available check box beside Show Personnel to display a list of available employees, and click on the name in the list that displays at the bottom of the window.

● To request that an employee (either available or unavailable) accept an assignment, send a call out request.

o Select the employee you want to assign, and click .

o In the new window, the system completes all appropriate fields about the visit. Add any additional information in the Notes text box, and click .

● To generate a new order or treatment plan, click the check box beside New Order/Treatment Plan.

● If necessary, add directions to the patient's location in the Directions text box.

5. When you finish, click

. Enterprise Edition will attempt to resolve any existing call outs and then display the visit information in a new window.

6. If Enterprise Edition could not resolve the call outs, click the arrow beside Assignment Status, and select whether the employee accepted the visit (Assigned to Visit), Declined Visit, or Did not reply.

8. Click the Return to Item link to go back to the visit, and then perform one of the following:

● Click

to save the information, and click the Return to Schedule Review and Completion link.