Adding an Office Journal entry

After you have attempted to contact a patient, you will want to make notations regarding the attempt and/or contact. One of the best ways to record this information is through the Office Journal.

To add an Office Journal entry

1.   In the Treatment Manager, select the patient you want to contact.

2.   Click File, point to Switch To, and then click Office Journal.

The Office Journal window appears.

3.   In the Office Journal window, click Edit, and then click Add.

The Add Journal Entry dialog box appears.

4.   Click Type and select the appropriate type.

·        Phone call - Use if you are making a phone call to a patient. Record information regarding the conversation.

·        Reminder - Use with a future date to remind the office about a contact with a patient.

·        Miscellaneous - Use for any other contact with the patient for which you want to keep a record.

·        HIPAA Privacy - Use for tracking contact with patients regarding privacy requests, disclosure of information, and so on.

5.   Click the Prov/Staff search button.

The Select Provider/Staff dialog box appears.

6.   Select the provider or staff member assigned to this journal type.

7.   Do the following:

·        Description - Type a short description for the journal entry.

·        Note - Type a comprehensive description for the journal entry. Click the spell check button to perform a spell check of the text.

8.   To save your changes, click OK.