When to use this: After the consult, to complete, code and sign the note.
▶ Watch the video (about a minute, captions included).
Steps
Step 1 of 6
Choose the template that fits the consult, such as Psychiatry consult (SOAP), Medication review or Risk assessment & safety plan. Select the template button above the note.
Step 2 of 6
Edit anything directly in the note.
Step 3 of 6
Open Diagnosis, choose ICD-10 or DSM-5, and search by code or condition. The star marks the primary diagnosis, which is the one used for billing.
Step 4 of 6
Check Link note to visit. It matches the note's date of service, appointment type, delivery mode and duration to the appointment.
Step 5 of 6
Select Save as Draft to come back to the note later.
Step 6 of 6
When you are ready, select Finalise. The note is signed and locked. To add anything afterwards, select Begin new note.
Good to know
Diagnosis saves automatically, a few seconds after each change.
A finalised note cannot be reopened. Read it through before you finalise.
If it doesn't work
I can't delete a note.
You can delete a standalone note only if you wrote it, it is unsigned, and it was created today. Consult notes cannot be deleted.
The note won't finalise.
Only templates set up for signing can be finalised. Save as a draft and ask your practice admin which template to use.
Still stuck? Contact Tacklit support.