It is up to your practice when you would like your Care Notes to be triggered for a patient. To change when any Care Notes are triggered, that is done in your Practice Settings. Here is how to get that done quickly.
Perform the steps below.
- Navigate to your System Menu > Practice Settings > Clinical > Care Notes.
- Select the Templates tab.
- Choose the desired Note from the list on the left.
- Select the Linked Item tab.
- Click on each item to make changes.
- Click Link Item.
- You can select when the Note will be triggered for the Patient.
- Choose the option to update the Triggering Status and click Save.
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- Your choices represent when that code will trigger the note, whether the code is Planned, Set as Existing, or Completed.
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Practices can use this simple user guide to learn Trigger Care Notes from Procedure Codes in CareStack.