Finalizing a Visit on the iPad

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 screen, the patient’s chart, or from the Home screen.

What do you want to do?

  1. Access the Visit Overview screen.
  2. Tap Finalize Visit.

    The Acknowledgments window appears.

  3. Read the acknowledgment, and tap Finalize.
  1. Open the patient’s chart.
  2. On the Notes tab, tap Finalize for the visit you want to finalize.

    The Acknowledgments window appears.

  3. Read the acknowledgment, and tap Finalize.
  1. Access the Home screen.
  2. Tap the Notes tab.
  3. Tap Views and select the appropriate option to show a list of preliminary visits.
  4. Tap Finalize for the visit you want to finalize.

    The Acknowledgments window appears.

  5. Read the acknowledgment, and tap Finalize.
  1. Access the Home screen.
  2. Tap the Notes tab.
  3. Tap Views and select the appropriate option to show a list of preliminary visits.
  4. Tap Select.
  5. Tap the visits you want to finalize.
  6. Tap Finalize.

    The Acknowledgments window appears.

  7. Read the acknowledgment, and tap Finalize.