Using the Note Editor - BETA

Edits can be made to patient and appointment demographics, note text, referring associates, and authenticators in the note editor. By default, only documents that are in the Marked for Review and Preliminary Folders can be edited.

The note editor can be accessed multiple ways:

• From a Workflow Folder

  • Click anywhere in the corresponding data grid row, except for the Actions column (the area in the green box in the image below).
  • Expand the Actions list in the data grid and choose Edit Transcription (the area in the blue box in the image below).
  • Click View Transcription in the Actions column (the area in the yellow box in the image below) to open the note viewer, then click Edit.

  

• From Search All - Basic Search

  • Click anywhere on the given row in the data grid to open the note viewer, then click Edit.

Note Editor Layout

The Note Editor consists of four main sections, color coded in this image. Each section can have multiple components to it:

• Action Panel
  • Patient and Appointment search
  • Save and Complete actions
  • Actions menu
  • Exit editor
• Header Panel
  • View and change Document Type, Location, Clinician
  • View the note's status in the workflow
• Draft Editor
  • Edit the note text
• Side Panel
  • View and edit:
    • Patient and Appointment details
    • Comments and Comment Tags
    • Associates
    • Additional Authenticators

Action Panel

The Action Panel displays a read-only view of the patient ID, birthdate, age, gender, and appointment date. It also provides options to search for a new patient or appointment, save, complete, preview and print notes, and perform additional actions.

Patient and Appointment Search

A patient and/or appointment search can be performed to replace, correct, or add a missing patient and/or appointment to a note. This functionality is only available if the client sends a data feed to eSOne or patient data is manually entered into the eSOne system.

To initiate a search click Search . Two of three options will be presented: Search for a different Appointment for this Patient or Search for a different Order for this Patient, and Search for a different Patient.

Search for a Different Appointment or Order

Document types can be configured to contain appointment records or orders. The search option presented in the patient search menu will depend on the document type selected.

To search for a different appointment for the same patient select Search for a different Appointment for this Patient. To search for a different order for the same patient select Search for a different Order for this Patient.

A list of appointments or orders, depending on your selection, for the patient will be displayed. Click the desired appointment or order to apply it to the note.

NOTE: This user guide is actively being edited. Please check back for more content.