Viewing Note Outputs

You can view the Note Outputs to get an overview of the patient’s chart, the vision exam, and the ocular exam. You can also view the patient’s bill, prescriptions, orders, image interpretations, and patient handouts.

You can view the following types of note outputs using these buttons on the Visit Overview action bar:

  • View Visit Note. The Visit Note provides a summary of the visit. If the visit has not yet been finalized, you'll see a "Preliminary" watermark across the note. This watermark can only be removed by finalizing the visit.
  • View Enc. Form. The Encounter Form shows all of the billing data that has been recorded for the patient for this visit, including the CPT codes and description of service, modifier information, and diagnosis code.
  • View Bill. The patient bill shows the bill that will be sent from the practice management system for this visit.
  • View Rx. The Rx screen shows the therapeutic prescriptions created for the patient for this visit.
  • View Orders. The Orders screen shows any test or surgery orders created during this visit.
  • View Path Req. The Path Req screen shows any pathology requests created for the patient during this visit.
  • View Image Interp. The Image Interp screen shows the image interpretations for tests performed during this visit.
  • View Handout. The patient handout shows patient education information to be provided to the patient for this visit. These are the counseling statements from the counseling plan selected in the Ocular Exam Room.
  • Patient Education. The Patient Education screen provides links to various educational materials you can print for the patient regarding their problem list items, diagnoses, medications, and lab results. The patient can also access this information from their patient portal.