Marking a procedure as In-Process

How to get there

1. Use the Patient Search field to access a patient's record.

   Notes:

   • If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search field.

   • You can include inactive patients in the search results by setting the Include inactive patients toggle to On.

   Important: If the Access Confidential Patient window displays after selecting the patient from the search results, it means the patient is a confidential patient and you don't have the security rights to access their record. To continue, a user with the security rights must enter their credentials into the window. Once given access, you have access to the patient's information until your session expires.

2. From the Patient menu, under Clinical, clicktap Progress Notes.

   The patient's clinical record displays with the Progress Notes tab selected.

How to get there

1. Use the Patient Search field to access a patient's record.

   Notes:

   • If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search field.

   • You can include inactive patients in the search results by setting the Include inactive patients toggle to On.

   Important: If the Access Confidential Patient window displays after selecting the patient from the search results, it means the patient is a confidential patient and you don't have the security rights to access their record. To continue, a user with the security rights must enter their credentials into the window. Once given access, you have access to the patient's information until your session expires.

2. Complete one of the following:

   • From the Patient Information ribbon, clicktap the Tx Planner link.

     

   • From the Patient menu, under Clinical, clicktap Treatment Planner.

   • From the Patient menu, under General, clicktap Overview.

     The patient's Overview page displays.

     ClickTap the Treatment Plan widget.

     

   The patient's clinical record displays with the Tx Planner tab selected.

How to get there

1. Use the Patient Search field to access a patient's record.

   Notes:

   • If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search field.

   • You can include inactive patients in the search results by setting the Include inactive patients toggle to On.

   Important: If the Access Confidential Patient window displays after selecting the patient from the search results, it means the patient is a confidential patient and you don't have the security rights to access their record. To continue, a user with the security rights must enter their credentials into the window. Once given access, you have access to the patient's information until your session expires.

2. Complete one of the following:

   • From the Patient menu, under Financial, clicktap Ledger.

   • From the Patient menu, under General, clicktap Overview.

     The patient's Overview page displays.

     ClickTap the Ledger widget.

     

   The patient's Ledger page displays.