Adding Advance Directives

To add advance directives (or edit an existing directive) for a patient in Patients | Intake/Referral | Advance Directives:

1. To add a new advance directive, click to begin a new entry.

● To search for and edit existing advance directives (in the Advance Directive Search section), enter the name, or partial name, of the directive you are searching for and then click .

You do not need to enter the complete name to search.

● From the list of advance directives in the grid, click one to select it. Enterprise Edition will display the information.

2. Enter data into all the fields below the display grid (or edit any necessary fields for an existing directive):

● Directive

If you need to add a new directive type, click to open the Directives Reference File Editor and enter the new directive type. To return to the directive information, click the Advance Directives tab.

● Date of directive

● Revocation Date

● Notes

3. Click . Enterprise Edition will display the advance directive information in the list at the top of the window.

4. Click to continue with Associating Personnel.