Adding Notes for a Result

  1. Click the Path and Labs tab.
  2. Click the Pending Plan Completion tab.

    The Path tab of the Pending Plan Completion screen appears.

  3. Select the Provider, Result Flag, Result, Facility, Workflow State, Entry Date, Action or Plan you want to search for.
  4. Click Apply Filters.

    Results that match the search criteria are displayed.

  5. Click Notes for the result to which you want to add a note.

    The Path Log Notes screen appears.

  6. Enter the text of the note.
  7. Select the Workflow from the drop-down menu.
  8. Click Save.

    The Pending Plan Completion screen appears, and the note is added to the list for the result.