Recording Patient Management Information

1. Click the Surgery - Plan - Mgmt tab on the ExamWRITER chart window.
2. Click the Patient Management bar.

   The Patient Management window opens.

3. Select the appropriate Counseling/Education and Exam Time/Recall check boxes.
   • Blue text is a heading for the black or red text below it.
   • Red text signifies that the corresponding check box has been previously selected and information relating to that text has been previously recorded.
4. Click Process or right-click anywhere in the Patient Management window.

   Depending on the boxes that you checked, various windows will open with additional check boxes.

5. Select the appropriate check boxes and click Process.
   • To add custom text, first select the appropriate check box(es), then click Custom Text, type the text, and click OK.
   • To clear previous selections on the form, click Reset Form.

In addition to the procedure above, watch this video for more information.