Viewing Note Outputs in the Detailed Visit Overview (iPad)

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. What do you want to do?

  1. Open a patient visit. To learn how, go to Creating or Opening a Visit (iPad).
  2. Tap Documents.

    The Visit Note screen appears with the preliminary visit note displayed. The visit note shows the patient history, eye exam, and ocular exam data that has been recorded for the patient for this visit.

  3. Tap the tabs along the left side of the screen to view additional outputs. To learn more, go to Identify other visit outputs.
  4.  Perform the following actions as needed:
    • Tap Print to send the visit note to an AirPrint-compatible printer.
    • Tap Finalize Visit to finalize the visit, send fees and eyewear prescriptions, and prevent further changes.
    • Tap Edit Visit to open the Quick Impression Edit window and edit the diagnoses and plans.
    • Tap Refresh to reload the visit note with the most recent changes.

In addition to the visit note, other visit outputs are available. The following table describes the outputs.

Output Description

Encounter 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.

Bill

The patient bill shows the bill that will be sent from the practice management system for this visit.

Rx

The Rx shows the medical prescriptions created for the patient for this visit.

Orders

The Orders screen shows any test or surgery orders created during this visit.

Path Req

The Path Req screen shows any pathology requests created for the patient during this visit.

Image Interp

The Image Interp screen shows the image interpretations for tests performed during this visit.

Patient 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.