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Visit Note Documentation Guide- Visit Note Formats

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Visit Note Documentation Guide- Visit Note Formats

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What are Visit Note Formats?

In Elation, there are 6 different Visit Note Formats that provide you with different layouts for storing clinical information when documenting a clinical encounter. Each layout has its own characteristics that makes it suitable for different documentation workflows and preferences. You can find the different visit note formats under the "Visit Note" button in the gray navigation bar.

Visit Note Button.png

 

Default Sections & Fields

Every Visit Note Format has the following default sections and fields:

 

Simple Note

The Simple Note contains a single blank text box that is ideal for customers who are free-texting a long narrative or for use with dictation softwares or external templating softwares. You can also
  • click "+ Add Vitals" to separately record patient vitals
  • click "+ Add procedure" button to separately record detailed procedure information
  • click "+ Add instr" to separately note instructions to patients
Simple Note.png


 

SOAP Note

The SOAP Note is broken down into 4 text boxes, Subjective (Prob), Objective, Assessment & Plan. This allows you add more granularity to your narrative than a Simple Note would while still allowing you to easily utilize dictation softwares or external templating softwares. You can also: 
  • click "Import Current Meds" to easily reference patient medication information into the Problem box
  • click "+ ros" to separately record Review of Systems information
  • click "+ Add Vitals" to separately record patient vitals
  • click "+ pe" to separately record Physical Exam information
  • click "+ Add procedure" button to separately record detailed procedure information
  • click "+ Add instr" to separately note instructions to patients
SOAP Note.png


 

Complete H&P Note (1 column)

The Complete H&P Note (1 column) allows you to store detailed history and physical examination information in a single column format and allows you to import data directly from the Clinical Profile into your visit note with the various "Import" buttons in each section of the note. You can also: 
One Column Note.png
 
 

Complete H&P Note (2 column)

The Complete H&P Note (2 column) uses the traditional SOAP methodology but offers more structure for viewing everything on a single screen by placing the Subjective data on one side and Objective, Assessment and Plan on the other.
Two Column.png


You can click the "Import..." buttons to import information from the Clinical Profile into the visit note and you can also export data from your visit note back to the Clinical Profile. This way you never have to double document! Click the "add..." button that appears next to the new data you enter into any of the fields available in the Clinical Profile to add the new data to your Clinical Profile.
Add to Clinical Profile.png



 

Complete H&P Note (2 col-A/P)

The Complete H&P Note (2 col-A/P) is the same as the Complete H&P Note (2 column) except the Assessment and Plan sections are combined.
Assessment & Plan Combined.png


 

Pre-Op Note

The Pre-Op Note is the same as the Complete H&P Note (1 column) with the addition of the Date, Consultant and Attending fields to note additional details about the operation or procedure that the patient is scheduled for.
Pre-Op Note Fields.png
 
 

Setting Defaults

Each provider can set their default Visit Note format by going to "Settings" >> "Preferences" >> "App Preferences". They can also associate default Visit Note formats by their Encounter Types (Appointment Types) in the same page or in the Calendar & Booking Settings page under each Appointment. 
Default Visit Note Format.png



 
Next Step

Review the different visit note formats and choose your default!


 

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