Finalizing Visits

After you're finished documenting the exam and you've sent the prescription information to your practice management system, you should finalize the visit. Finalizing the visit prevents changes from being made to the exam data without your knowledge and is required for accurate MIPS calculations. Finalizing a visit is the only way to remove the "preliminary" watermark from the visit note.

You can send fees only once per visit. If you manually sent fees to the practice management system, they are not resent to the practice management system when you finalize the exam.

You can finalize a visit from the Visit Overview page or from the Home page.

What do you want to do?
  1. Open the Visit Overview page.
  2. Click Finalize Visit on the action bar.

    The Acknowledgments page appears.

  3. Read the acknowledgment, and click Finalize.
  1. Open the Home page.
  2. Select the check box for each visit you want to finalize.
  3. Click the Finalize Selected Notes button on the action bar.

    The Acknowledgments page appears.

    If any of the selected visits are missing required information, a warning informs you that those visits cannot be finalized, and Eyefinity EHR deselects those visits. You may continue to finalize the selected visits. To review the visits that could not be finalized, go to Finalize multiple visits from the Home page.

  4. Read the acknowledgment, and click Finalize.

The Review and Finalize button enables you to review each selected exam before finalizing it.

  1. Open the Home page.
  2. Select the check box for each visit you want to finalize.
  3. Click the Review and Finalize action bar button.

    The visit opens. If you selected multiple visits, Eyefinity EHR opens them in chronological order.

  4. Review the visit and make any necessary changes.
  5. If you are prompted by missing plan information, click Review and Correct Plans to jump directly to the Impressions and Plans card and correct any missing plan information.
  6. Once you have made any necessary changes, click Finalize.

    The Acknowledgments page appears.

  7. Read the acknowledgment, and click Finalize.