Completing appointment without Clinical Note
We should NOT be able to "gray out" or complete the appointment on Appointment Book View if 1) insurance has not been batched for the day and 2) if No clinical note was signed.
Not every practice uses insurance batches (as a fee-for-service office, we submit electronically in real-time after the appointment has been completed - which is how we move procedures from the treatment plan to the completed ledger), but I can appreciate that there should be some sort of optional validation so that each practice can adjust parameters based upon their individual standard procedures.
the appointment status should default to "Notes" once the procedures are set to complete but the clinical notes have not yet been signed
In theory this sounds like a good idea so that all chart notes are completed but I do NOT want to be held up balancing for the day, sending claims, or closing out the month.
Susie Nosbusch commented
We use an appointment status to indicate that the patient still needs the charting completed but we still complete the procedures before we change it to HOT PINK "NEEDS".
Taylor Noble commented
Just set complete from the ledger or from the patient chart without graying out the appointment box. Once the note is done, then you can change the appointment status to complete AND you wont get in the way of front desk walk outs. Or use the status bar as a reminder, make red status bar mean clinical notes not completed and purple mean ins not batched. Just a suggestion.
james clayton commented
I definitely think this or some formation of this would be fantastic!! It would force our providers to complete their clinical notes in a timely fashion!!! I like Dr. Patel's suggestion of an icon showing up with a list of unsigned, uncompleted clinical notes.
I definitely think that this is very important. At this end of the day, I want to be able to know which charts are signed off and which at not at a glance. However, I think that changing the meaning of the "graying out" function with lead to some complications the front desk communication but it would be awesome if there was an icon that showed up or small scree that popped up with a list of patients that do not have write ups signed off. It would be even better of this list has clickable links that would take me straight to the patient in question's chart.
@Anonymous sometimes clinical notes are not signed off, completed, or worst, not even put in. It could be days/weeks/months until it's caught. By not being able to complete the appointment, it forces everyone to complete their tasks. I feel a lot of the time, people like to see the gray appointments to determine their day but it should be the other way - people need to complete their tasks to determine if the appointment is fully completed.
May I ask what would be your reasoning for this?
Thanks! : )