Dietitian Progress Note
1. Introduction
This training is addressing the use of dialysis manager for Dietitians. The Dietitians land on the search patient screen. Where we are currently at. Based on your filter, you can minimize the patient list by either the facility, their modalities, or even searching by their first or last name.
2. Click "Facility"
For this video we are going to search patients per facility. Then click search!
3. Click "on"
The patients associated with that facility will now appear towards the bottom. Your able to select the radio button to the left of the patients name to select that specific patient.
4. Click "Progress Notes"
Click into Assessment > Dietitian Evaluations Then Progress Note. Please note that I'm using the dropdown menu option rather than the flyout menu. Your able to change the menu bar view by going to My Profile and Preference.
5. Progress Note
The progress note will default to Dietitian Evaluations but your able to populate all other notes by selecting the dropdown arrow to view General, Nursing, Social Worker Evaluations, Physician, Advanced Care, Nurse Practitioner, Advance Practice Provider, or Physician Assistant to filter progress notes.
6. Hover over notes
When selecting all note types they will appear below. You'll also be able to hover over the notes to view the entire note rather than clicking into each note.
7. Additional Patients
Please Note: because we filtered our search patient screen to a specific facility when selecting the patient dropdown we are able to see all patients associated with that facility. Your able to select or change patients from here.
8. Click "Add New"
Click "Add New" to create a new progress note.
9. Date
When inside the Progress Note you'll be able to confirm the date, Note Type, Document type and enter the Note!
10. Document Type
You'll be able to select a document type from the dropdown. Please note: that this list can be customized by your super user who has permissions to the masters! Also this is not a mandatory field.
11. Click "Add/Edit Template"
When entering in your note there is the option to select a template rather than typing generic notes into each patient.
12. Click "Test master-Dietitian"
Your able to select multiple note templates into the body of the notes section and type additional comments if needed
13. Click "Add/Edit Template"
Click "Add/Edit Template" again to modify or add templates as needed.
14. Creating a Template
Your able to give the template a name, enter the note into the template text and mark this template as Public View where others are able to view and use or Private View where the person who created will be the only one who can use the template. Click save! Please Note: that you'll probably need to log out and log back in to use the newly created Template Note.
15. Word Button
Tips: if you dropdown the arrow you'll see a ribbon similar to word documents where your able to update fonts, size, add bullets, etc. Again, be sure to save your template and click Close.
16. Click "Sign & Save"
Once your note has been entered click Sign & Save to save the progress note.
17. Email
After saving the note you'll have the option to Notify others. You can select multiple users by holding the "Control" key and be able to select a Priority. Click Send Email! This note will now appear in the users "MailBox"
18. Click "Approve"
Click "Approve" to approve the completed note.
